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6/9/2020JPGILLIS@UMICH.EDU 1
CREATING A PROSPEROUS WORLD AT PEACE
COLLECTIVE INTELLIGENCE
MINDFULNESS
 “I would like to explore the question, what does it take to apply mindfulness not
only to the individual, but to the level of the collective, to the level of the whole
system, to the level of the social field.”
 “Mindfulness is paying attention to our attention.”
6/4/2020JPGILLIS@UMICH.EDU 2
C. Otto Scharmer
The main stakes for humanity
are not hunger, poverty, peace,
healthcare, education, economy,
natural resources,
or a host of other issues,
but our capability to build new organizations
that are able to provide solutions.
Our main challenge
is Collective Intelligence.
Jean-François Noubel
6/4/2020JPGILLIS@UMICH.EDU 3
YOCHAI BENKLER AND HASSAN MASUM
THE WEALTH OF NETWORKS
 We have an opportunity to change the way we create and exchange information,
knowledge and culture.
 By doing so we can make the 21st century one that offers:
…individuals greater autonomy,
…political communities greater democracy,
…and societies greater opportunities for cultural self-reflection and human
connection.
 Perhaps these changes will be the foundation of transformation toward more
liberal and egalitarian societies.
 Perhaps they will merely improve, in smaller ways, the quality of human life.
6/4/2020JPGILLIS@UMICH.EDU 4
MARK TOVEY
CREATING A PROSPEROUS WORLD OF PEACE
 The problems that face humanity are trans-institutional. They are not problems
that can be solved by governments alone.
 Only through coordinated cooperation between
governments, universities, corporations, and
non-profit organizations can we hope to
make a dent in the challenges that face us.
This means bridging different viewpoints.
 As we attempt to scale up our deliberative
discussion through electronic communities,
argumentation systems, and social networking,
we must deal with the challenges of diversity, ego,
tensions, and the maintenance of safe environments.
6/4/2020JPGILLIS@UMICH.EDU 5
 The key question we’re using to organize our work is: How can people and
computers be connected so that collectively they act more intelligently than
any individual, group, or computer has ever done before?
 Eric von Hippel in the Sloan School has shown how the collective body
of users of a product is often the best source of innovation for a companies
products; and Mark Klein in the Center for Collective Intelligence is trying to
harness the intelligence of thousands of people for the problems of global
climate change; and James Surowiecki is focusing on the Wisdom of Crowds.
 The book, Collective Intelligence: Creating a Prosperous World at Peace, is a
gathering of the tribes of Collective Intelligence, at least virtually, on the pages of
this collection of essays and interviews.
 Ed. Note: The hotlink above will take you to a pdf. of the entire book. All the hotlinks
in this PowerPoint are linked in full screen, and all the references are in the notes
below each cell.
COLLECTIVE INTELLIGENCE
6/4/2020JPGILLIS@UMICH.EDU 6
Thomas W. Malone
George Pór
http://www.oss.net/dynamaster/file_archive/080227/8580f18843bf5c10f17c38f7ad9fdf71/Complete_022508-C%20FINAL%201420.pdf
JPGILLIS@UMICH.EDU
TOM ATLEE
CO-INTELLIGENCE INCLUDES:
 Collective intelligence (groups acting intelligently
as whole, living systems.)
 Multi-modal intelligence (there are many ways to learn.)
 Collaborative intelligence (working with one another,
with nature, and with the natural tendencies in us and the world.)
 Resonant intelligence (grows fuller as it resonates with other sources
of intelligence, and deepens in empathic response to life.)
 Universal intelligence (the intrinsic tendency for things to self-organize and co-
evolve into ever more complex, intricately interwoven and mutually compatible
forms.)
 Wisdom (balance, mystery and tolerance of ambiguity and change
which fosters wonder, humility, compassion, and humor.)
6/4/2020JPGILLIS@UMICH.EDU 7
http://www.co-intelligence.org/I-6_CI_manifestations.html
SCALES OF COLLECTIVE INTELLIGENCE
 Individual
 Interpersonal
 Group
 Activity
 Organizational
 Network
 Neighborhood
 Community
 City
 County
 State
 Regional
 National
 International Group/
Network/Organization
 Global Humanity
6/4/2020JPGILLIS@UMICH.EDU 8
Tom Atlee
EMERGING AND CONVERGING FIELDS INVOLVING CI
 “Group magic,” especially through dialogue or attunement (collective
meditation).
 Self-organization methods like chaos and complexity theories, ecology,
permaculture, evolutionary biology, network theory, the “invisible hand” of
markets, “swarm intelligence,” flocking behavior)
 The dynamics of collective behavior in social psychology.
 Psycho-spiritual phenomena beyond the individual ego.
“Revitalization” of community and democracy.
“Open-Source” challenges to proprietary knowledge.
“Open-Source Intelligence” challenges to secrecy that limit the cross-fertilization
of intelligence.
6/4/2020JPGILLIS@UMICH.EDU 9
Tom Atlee
EMERGING AND CONVERGING FIELDS INVOLVING CI
 Information, Communication, & Knowledge Systems
(global brains).
 Leading-edge educational systems that expand our
understanding of intelligence and cognition.
 The human potential movement (social/collective).
 Participatory and collective practices in all
sectors, for all reasons.
 The study & use of “decision markets” (individual
communications with the shared environment.
 Holistic studies of all types (nature of wholeness, parts & wholes); Studies of
learning organizations (teams, communities of practice); and studies of conflict,
polarization, socially-charged diversity (race, gender, class), & cognitive styles.
6/4/2020JPGILLIS@UMICH.EDU 10
Tom Atlee
Information Economy Meta-Language (IEML)
Prof. Pierre Lévy, CRC, FRSC
6/4/2020JPGILLIS@UMICH.EDU 11
FIFTEEN GLOBAL CHALLENGES
 Sustainable development
 Sufficient clean water
 Population growth/Resources
 Genuine democracy
 Global long term perspectives
 Communications convergence
 Ethical market economies
 Diseases and immunity
 Decision-making improvement
 Ethnic conflicts
 Status of women
 Organized crime networks
 Growing energy demands
 Technological breakthroughs
 Ethical considerations
6/4/2020JPGILLIS@UMICH.EDU 12
Jerome C. Glenn & Theodore J. Gordon
THINKING TOGETHER WITHOUT EGO
 “Why is it so often the case that when it comes to critical decision-making,
thinking together as a small group tends to make us stupid rather than smart.”
 We know that our primitive social drives for control, belonging, and status can
sabotage our collective pursuit of clarity.
This “knot” in the center of the psyche is an obstacle to higher moral, spiritual, and
psychological development in collective functioning.
 Everybody needs to “check their ego at the door.”
 Without the primitive “mental noise” blocking the system, listening can be deep
with plenty of space for considered reflection.
6/4/2020JPGILLIS@UMICH.EDU 13
Craig Hamilton & Claire Zammit
HIGH-LEVEL COLLECTIVE THINKING
 Genuine, full commitment to the best possible outcome.
 Each member feels personally responsible.
 Suspension of any and all prior assumptions.
 Deep listening and authenticity.
 A culture of risk-taking.
 A courageous willingness to step into the most
insecure spaces.
 Clearing-up interpersonal tension as it occurs.
 Everybody seeking healthy feedback and new challenges outside
comfort zones.
6/4/2020JPGILLIS@UMICH.EDU 14
Craig Hamilton & Claire Zammit
THE CHANGE HANDBOOK
 Collective intelligence is always moving towards the verge, towards the edge of
what we don’t know. It doesn’t stop working.
 The whole process is one of emergence, that learning edge of evolution where
useful, juicy novelty occurs, discovering:
 Wisdom within ourselves;
 Connections with one another;
 Respect for differences of others;
 Power through sharing stories;
 Capacities for bringing dreams to life.
6/4/2020JPGILLIS@UMICH.EDU 15
Peggy Holman
“What question, if answered,
would serve us well in this
situation?”
Intelligence has 3 dimensions:
• Inquiring, exploring, and pattern-seeking
• Learning, discovery, and pattern-making
• Knowing, answering, and pattern-providing
THREE SYSTEMS OF ORGANIZING
 There are three fundamental ways to structure collective intelligence for a system
of people: the Triangle, the Box, and the Circle. The Triangle is where someone
is in charge; the Box is where a system is in charge; and the Circle is where
everyone comes together into a “we,” and “we are in charge.”
 Many organizations have experimented with the Circle system but did not
understand the vulnerability that comes with releasing creativity and did not
adequately protect people from judgment. As a result the Circle system failed.
Throughout history, the Circle has been most beneficial, but largely unattainable.
Jim Rough
6/4/2020JPGILLIS@UMICH.EDU 16
PEOPLE
CULTURE
ASSETS
SYSTEMS
John Kesler with Carole & David Schwinn
C+5 Integral Awareness
Integral/Life
World Centric
Health and life-affirming
functioning of the whole
Deep identification
with all life and the planet
Understand interrelations
among all living and
nonliving entities
The golden rule
of reciprocity
6/4/2020JPGILLIS@UMICH.EDU 17
DECISION-SUPPORT (INTELLIGENCE)
 Decision-support is the ultimate objective of all information processes.
 One must carefully distinguish between data, which is the raw text, signal, or
image; information, which is collated data of generic interest; and intelligence,
which is information that has been tailored to support a specific decision
by a specific pennon about a specific question at a specific
time and place.
 Most government information and so-called intelligence
products are so generic as to be relatively useless in directing action.
 Only when information serves as the foundation for intelligence can its cost be
justified.
Robert Steele
Pennon = a wing or pinion.
6/4/2020JPGILLIS@UMICH.EDU 18
META-KNOWLEDGE (KNOWLEDGE ABOUT KNOWLEDGE)
 Formal schooling will be less and less about learning content, and more and
more about how to handle content.
 Knowing when to get additional knowledge, where
to find it, how to judge its accuracy and relevance…
 …how to translate, compare, and synthesize
different knowledge sources…
 …how to apply it to a given question or situation…
how to represent it for different purposes and audiences…and how to improve
upon it…
 …These are all basic skills. And giving back into the system is the
responsibility of all.
 “In connecting our knowledge, we connect also to each other.”
Nancy Glock-Grueneich
6/4/2020JPGILLIS@UMICH.EDU 19
 Learning is itself a skill, and one that can be taught.
 “C” & “D” students – from the most difficult
of circumstances – have been reliably made
into“A” & “B” students in a matter of months,
carrying heavy course loads, graduating from
college, going on to career success.
 Hard data, replicated many times, show that
once so changed, students don’t fall back.
 We owe it to ourselves, and to our planet, to
build on this knowledge of how to teach the
skill of learning, and make it available to all.
LEARNING TO LEARN
6/4/2020JPGILLIS@UMICH.EDU 20
Nancy Glock-Grueneich
 The “structuring of ignorance” may be the most
important work of formal education.
 The one difficulty of the self-taught (school-taught, too!)
is that they often don’t know what they don’t know.
 Most of the content from school is soon forgotten.
 The entire repertoire of human knowledge is now opening
to us from all cultures and can be depicted in some form
of representation.
We can structure the disciplines of geography, history, anthropology, et cetera, to
afford access and a learning road map (no pun intended) for every human being.
 The map with Paris on it is forever an invitation that is not available to someone
without that map.
MAPPING HUMAN KNOWLEDGE
6/4/2020JPGILLIS@UMICH.EDU 21
Nancy Glock-Grueneich
 “It progresses this way: we begin by getting students to answer questions we
pose from material we’ve given them, and then questions we pose that take them
beyond that material.
 “Then we encourage them to ask their own increasingly comprehensive questions,
and then to find answers to their questions (picking up research skills along the
way).
 “Then we teach them to question
the answers and finally to question
the questions.”
CRITICAL THINKING
Nancy Glock-Grueneich
JPGILLIS@UMICH.EDU 226/4/2020
DELIBERATIVE DISCOURSE
Deliberative rhetoric (from the Greek-
rhetor: orator, tekhne: art), also known as
legislative rhetoric or deliberative discourse,
is speech or writing that attempts to persuade
an audience to take—or not take—some action.
According to Aristotle, the deliberative is one
of the three major branches of rhetoric.
Having not only the will, but also the competence
to work collaboratively, and to effectively involve
everyone who is affected by them in the making
of decisions or designs is the primary means to
the future we seek.
6/4/2020JPGILLIS@UMICH.EDU 23
Nancy Glock-Grueneich
Suppose that by higher learning we
were now to mean “eliciting, enabling,
and empowering our higher purpose?
 At the root of truth, and freedom, is access. The American “land of opportunity”
relates to access, and what I call the real estate of freedom.
 The virtual world, simulation technology and gaming navigation could converge
through information environments, as steps towards developing more real estates
of freedom.
 Imagine virtualizing any city and giving people the means to enable them to dream
about what they would like to see in their cities, no matter how
outrageous. You could encourage participation before, during, and after the
building of an infrastructure, harnessing contributions from everyone who will
be affected.
COMMUNITIES OF COMMUNICATIONS
Jason “JZ” Liszkiewicz
JPGILLIS@UMICH.EDU 24
The pursuit of a strategic communications infrastructure
that supports creative explorations and contributions from
a diverse citizenry is an attainable goal of progress.
6/4/2020
TOUGH CHOICES POLICY CONSENSUS SYSTEMS
 Involving broad sectors of society in considering the competing interests, values,
and tradeoffs in societal issues.
The need to collaborate finally taught us the wisdom of
practicing conflict resolution, conflict transformation,
policy consensus, constructive confrontation, dialogue
& deliberation, and the Golden Rule.
 Inquiry teams constantly scan the environment and generate knowledge.
 Weaving teams organize the knowledge by looking for patterns and
connections.
 Policy teams use the organized knowledge for deliberation and decisions.
 Benchmark teams track the implementation and suggest changes.
6/4/2020JPGILLIS@UMICH.EDU 25
Peter & Trudy Johnson-Lenz
“History tells us that systems are most fairly governed when there is an open and
transparent dialogue between the people who make decisions and those who are
affected by them. We believe history will one day show that this principle holds
true for companies as well, and we're looking to moving in this direction with you.”
Mark Zuckerberg, 2011
 The evolution of the Internet has enabled millions of independent minds from
around the world to coordinate their attention to form bottom-up (emergent)
systems for media production, communication, and dialogue.
 Some of the primary drivers of this new media landscape are online social
networks, which have made participation in virtual communities a ubiquitous part
of growing up in America and the world.
Derek Lomas
6/4/2020JPGILLIS@UMICH.EDU 26
 Millions of people are spending billions of leisure hours developing relationships
with one another online, but it is rare that any academic, intellectual or thoughtful
discussions on popular online social networks.
 Why is it that social networks tend to inhibit users from interacting with their peers
in a more substantive fashion? Five explanations:
1. The majority of people don’t seem to like having intellectual conversations,
preferring gossip and playful banter.
2. People tend to conform to the norms of the site, and do what they see.
3. Attention saturation and social-media overload.
4. The structure of the site (profiles and comments, usually) is limiting for
sustained discussions.
5. People use social networks to procrastinate, which is not conducive to
productive discussion.
SERIOUS ISSUES ONLINE?
6/4/2020JPGILLIS@UMICH.EDU 27
Derek Lomas
 Since the lack of intellectual discourse seems to be a cultural trend,
we should consider the problem of having the wealthiest youth in the world
spending their time in ultimately barren pursuits. There are far too many serious
issues in the world that could be solved, given the proper allocation of human
attention.
 “…And I still spend many of my days in a room, physically isolated. My mind,
however, is linked with a worldwide collection of like-minded (and not so like-
minded) souls: my virtual community.
 “If the use of virtual communities turns out to answer a deep and compelling need
in people, and not just snag onto a human foible like pinball or Pac-man, today’s
online enclaves might grow into significant forces for the betterment of the world.”
SERIOUS ISSUES ONLINE?
6/4/2020JPGILLIS@UMICH.EDU 28
Derek Lomas
Howard Rheingold
Stewart Brand
“Since the summer of 1985, I’ve spent an average of 2 hours a
day, 7 days a week, often when I travel, plugged into the WELL
(Whole Earth ‘Lectronic Link) via a computer and a telephone
line, exchanging information and playing with attention,
becoming entangled In Real Life, with a growing network of
similarly wired-in strangers I met in cyberspace.
“I remember the first time I walked into a room full of people in
real life (IRL) whose faces were completely unknown to me, but
who knew many intimate details of my history, and whose stories
I knew very well. I had contended with these people, shot the
breeze around the electronic water cooler, shared alliances and
formed bonds, fallen off my chair laughing with them, become
livid with anger with these people, but I had not before seen
their faces.”
Howard Rheingoldhttps://www.theawl.com/2012/07/what-are-the-politics-of-the-internet/
6/4/2020JPGILLIS@UMICH.EDU 29
 “This ethos of personal freedom coexists with a digital environment
dominated by huge, multinational, oligopolistic corporations: Google,
Microsoft, Apple, Amazon, and Facebook.
 “That they use their power to manipulate users for their own gain is
unquestioned. But they say it is in our interest – the best thing will
win out and innovators must be allowed to continue to innovate — which is to say that our
objections to the actions of the powerful are simply an expression of an
erroneous preference for lesser options.
 “The internet has approached utopian status itself, a commune that never
ends. Any problems will be solved (they say), generally by users getting
together to fix it and then dispersing.
 “We spend a lot of time concentrating on the instances when that
did happen. We don’t generally pay attention to all the times when it
didn’t.”
6/4/2020JPGILLIS@UMICH.EDU 30
by The Awl July 5, 2012
by Mike Barthel https://www.theawl.com/2012/07/what-are-the-politics-of-the-internet/
https://www.pewresearch.org/staff/michael-barthel/
Mike Barthel
PRIVACY AND OPENNESS
For those who fear…
…the government – if the government wants to tap you, it will;
…technology – contemplate the virtue of communication;
…being pestered – “I have all my public information out there.”
For those who…
…don’t have time – hold the intention in mind – as you encounter switching
points, choose those that lead to greater visibility.
…believe serious work can’t happen this way – the Internet Engineering Task
Force (IETF) working groups ALL have public lists.
…fear embarrassing themselves – this is the 21st century, the Internet is old
hat – if someone gets into an argument online, its just that. Who cares. Don’t
let your fear control you.
Lion Kimbro
6/4/2020JPGILLIS@UMICH.EDU 31
 A set of systematically-organized information
represents a complex conceptual system.
 A complex conceptual system (non-linearly)
coordinates at least two sets of formal (i.e.,
“if-then” or empirical) logics.
 As a result, systematic conceptual systems are
one-layer more complex than the “if-then” logics often used to explain things.
 Thus, as used here, meta indicates a concept two layers more complex
than those conceived at the level of if-then logics.
6/4/2020JPGILLIS@UMICH.EDU 32
LAYERS OF CONCEPTUAL COMPLEXITY
Sara Nora Ross
Throughout the evolution of life, metasystems have consistently increased living system complexity – the
emergence of prokaryotes, eukaryotes, multicellularity, sexuality, societies, and superorganisms. These
metasystems have emerged in a hierarchical and developmentally constrained nature through progressive
and cooperative symbioses at various levels of biological organization. This means that previous
metasystems act as structured platforms for the emergence of higher metasystems.
(See Figure 1 – next cell)
Cadell Last, Global Brain Institute https://jetpress.org/v25.1/last.htm
LAYERS OF CONCEPTUAL COMPLEXITY
Meta-systematic reasoning can coordinate boundary-spanning
information and competing perspectives. It is also how numerous
higher-order principles are formulated and applied in context.
Sara Nora Ross
6/4/2020JPGILLIS@UMICH.EDU 33
(Figure 1)
 They require more time, to integrate knowledge of formal and informal social,
political, and economic systems.
Their integral scope prevents “technical” problems from being regarded as “only
needing technical fixes.”
 They build a non-partisan meta-analysis to ensure an integral scope not governed
by one ideology, diagnosis, or preferred solution.
 Meta-approaches institutionalize awareness of deeply-systematic complexity
and methods to deal with that complexity.
 The fact that humans do not yet employ meta-approaches to address
complex issues indicates a meta-problem!
6/4/2020JPGILLIS@UMICH.EDU 34
META-APPROACHES TO COMPLEX ISSUES
(ANALYSES, POLICY-MAKING, DECISION-MAKING PROCESSES, COLLECTIVE PUBLIC ACTION)
Sara Nora Ross
FROM PYRAMIDAL CI TO GLOBAL CI
 Evolution has provided humans with specific social skills based on collaboration
and mutual support.
 These skills reach their maximum effectiveness within small groups of ten to
twenty people, but no more than that.
 Well-trained small teams have:
…transparency, a gift economy, a collective
awareness, a polymorphic social structure, a
high learning capacity,
…a convergence of interest between the
individual and the collective levels,
…interactions characterized by human warmth,
…and, above all, an excellent capability to handle complexity and the
unexpected.
6/4/2020JPGILLIS@UMICH.EDU 35
Jean-François Noubel
FROM PYRAMIDAL CI TO GLOBAL CI
 How can the two limits of collective intelligence: (1) the
number of participants, and (2) the distance separating
them – be bypassed?
 Our brain, our body, and our genetic code are the same
as they were tens of thousands of years ago – yet all has
changed.
 The piece is played on another stage, the one of the
noosphere – the mind – on which the “invisible” ecology of
symbols, myths, knowledge, and beliefs is what organizes
the social life, visible to our organic senses (biosphere).
 Global-wisdom driven organizations might
become possible in the near future.
6/4/2020JPGILLIS@UMICH.EDU 36
Jean-François Noubel
COLLECTIVE INTELLIGENCE AS A DISCIPLINE
 Matter, life, and mind – physiosphere, biosphere, and noosphere – are part of the
huge evolutionary strides that animate the thought of this new millennium toward
ever-more complexity and higher consciousness.
 In this world everything is connected to everything, each thing possessing at the
same time an inner dimension (that has to be interpreted), an outer dimension
(that we perceive), an individual dimension (the agent), and a social dimension
(the society).
 Collective intelligence invents the tools for a universal governance (global, local,
transversal, transcultural) while developing practical and immediate know-how for
today’s organizations through an ethics of collaboration.
6/4/2020JPGILLIS@UMICH.EDU 37
Jean-François Noubel
CULTIVATING COLLECTIVE INTELLIGENCE
 While cognitive complexity is on the rise in business, technology and almost all
dimensions of modern life, there’s an even stronger factor calling for CI in these
areas.
 It’s what Otto Scharmer calls “generative dialogue” addressing
“generative complexity.”
 Exposed to the conditions of increasing cognitive or generative
complexity, an organization has to strengthen its nervous system,
its network of conversations that matter, and connect its collective
intelligence with the collective intelligences of neighboring players in the
surrounding ecosystem.
 This collective dialogue is a fundamental condition for emergent collective
leadership.
6/4/2020JPGILLIS@UMICH.EDU 38
George Pór
CULTIVATING COLLECTIVE INTELLIGENCE
 What good is having a potential solution to a problem if the parts of that solution
are distributed in the knowledge, faculties, and experience of a lot of players –
without ways to integrate them?
 Today’s epistemological crisis is not simply one of our numerous global crises, but
rather a diagonal one that cuts across many of the others and is causal to their
deepening.
 Looking at collective intelligence as a capacity of human groups to
evolve, we see a compound capacity and the cognitive dimension is
a significant part of it. So are emotional intelligence,
social intelligence, and spiritual intelligence.
 “If you think the system works, ask someone for
whom it doesn’t.”
6/4/2020JPGILLIS@UMICH.EDU 39
George Pór
COLLECTIVE WISDOM
 One form of collective intelligence tends to be wiser and more evolved than
another if an authentic collective self (rather than a collective ego) drives it.
“It is clear to most students of the field that a group of intelligent people will
not necessarily manifest group intelligence.
“Nor will a coalition of intelligent groups necessarily add up to an intelligent
coalition.
“Nor will making all organizations intelligent, by itself, produce a collectively
intelligent society.”
 “Wisdom characterizes any factor that facilitates greater positive
engagement with more of the whole.”
6/4/2020JPGILLIS@UMICH.EDU 40
Tom Atlee
Tom Atlee
George Pór
EMPOWERING INDIVIDUALS TOWARDS COLLECTIVITY
 Current participatory systems are designed to invite online user contributions in
one capacity, and to aggregate collective value in another capacity, but few
environments focus on useful outcomes by moving participation towards
meaningful and intelligent results.
 It is currently only through the individual motivations of the participants that
contributions originate. The whim of the individual drives the potential for
collective intelligence online.
 This is a problem because collective intelligence discourse must focus on the
sweeping collaborative potential – not the
nuances of individual behavior.
6/4/2020JPGILLIS@UMICH.EDU 41
Keith Hopper
EMPOWERING INDIVIDUALS TOWARDS COLLECTIVITY
 Understanding the “why’s?” of the individual’s behavior in a collective
system helps determine the best design and adaptation of online systems
to stimulate intelligent and specific outcomes.
 It is counter-productive to “cajole” effective production, dictate
behavior, and exploit contributions to participatory environments.
 Empowering the individual creates beneficial outcomes and
cultivates an environment where these contributions are most
valuable.
 It is also counter-productive to assume any one driving force.
Steve Weber in The Success of Open Source and Yochai
Benkler in The Wealth of Networks both highlight that no single motivation can
explain voluntary peer production for all participants.
6/4/2020JPGILLIS@UMICH.EDU 42
Keith Hopper
EMPOWERING INDIVIDUALS TOWARDS COLLECTIVITY
 It seems counter-intuitive to focus on the behaviors of individual contributors
when thinking collectively, but understanding individual behavior and motivation
holds the most promise for designing participatory systems that yield significant
results. Here’s some good practices:
 Provide a “commons” or shared set of freely available resources
which individuals can use without concern for waste or misuse.
 Offer complete control, ownership, and attribution over what can
be contributed, publically viewed, and used by others.
 Offer levels of engagement so participation can grow and change over time.
 Encourage playful experimentation by providing a safe environment.
 Cultivate hope and possibility by helping individuals see potential outcomes
and ways to take advantage of potential opportunities.
6/4/2020JPGILLIS@UMICH.EDU 43
Keith Hopper
A SHARED WORLD MODEL
 Through technology, humans will continue to contribute to the creation of a
shared world model which will become richer, more accurate, and better than
humans at understanding the patterns of the world.
 Such a universal model will help drive decision-making at
both the individual and collective levels.
 This collectively generated model will allow humans to
explore the experiential landscape without being burdened
with vast amounts of cognitive and social effort to wade through
 The world, for some reason, is not random. And it’s possible to capture all non-
random information into patterns, and those patterns into models that can be
connected with each other.
6/4/2020JPGILLIS@UMICH.EDU 44
Marko A. Rodriguez
DIVERSITY IN ACTION
 If the problem is simple, all individuals can solve the problem
well. But as complexity increases, the expert typically has skills
or information that increases his or her utility.
 But at some threshold of complexity even the experts are challenged.
Their utility declines after that point. (Figure 2 - next cell)
 The notional (theoretical) curve for the collective (Figure 2) shows why many
think that collective intelligence is important.
 The author (Mauboussin, M. J.) did an extensive study of how the combined
information from a collective of independent individuals can solve a hard problem
better than the average individual, and often better than the best individual in the
group.
6/4/2020JPGILLIS@UMICH.EDU 45
Mauboussin, M. J. (2006). More than you know: Finding financial wisdom in unconventional places. Columbia University Press
Norman L. Johnson
THE UTILITY OF THE EXPERT & THE COLLECTIVE
Complexity Barriers
Expert
Collective
Utility
Simple Problem Complexity Complex
6/4/2020JPGILLIS@UMICH.EDU 46
Norman L. Johnson
Mauboussin, M. J. (2006). More than you know: Finding financial wisdom in unconventional places. Columbia University Press
COMPETITION AND COOPERATION
 In studies of self-organizing systems, three different mechanisms for collective
performance are observed and typically are sequential.
1. Formative: the group improves by the improvement of individual
performance via competitive processes,
2. Synergistic: the group improves by the synergy of individual differences via
diverse collective intelligence processes (see cells 42, 43),
3. Condensed: the group converges on an optimal solution, through
cooperation and often codification.
 In difficult problems, the synergy of the diverse group may
never occur and the system will remain in the first stage.
 In dynamic environments, the performance and robustness
of the synergistic stage is a sweet spot.
6/4/2020JPGILLIS@UMICH.EDU 47
Norman L. Johnson
IF THE INDIVIDUAL IS CLUELESS & THE COLLECTIVE SMART
 The ant collective finds the shortest path to food even though the individual ant
does not have the resources to know if their path is optimal.
 The individual is contributing to a global collective solution – the shortest path –
that cannot be understood by an individual ant.
 This is a classic example of an emergent property
commonly used in complexity studies: when a global
property cannot be determined from knowledge of the
components.
 But because the individual ants cannot comprehend a shortest path, these
systems also express emergent problem definition, where even the global
problem definition is not understood at the individual level.
6/4/2020JPGILLIS@UMICH.EDU 48
Norman L. Johnson
LEADERSHIP AND COLLECTIVE INTELLIGENCE
 How can a leader be a leader if they defer their intelligence to the collective?
 One way to make collective intelligence more acceptable is to position it as
another form of leadership (notably to professional groups like physicians and
scientists) because traditional forms of leadership are being challenged and a
viable alternative is attractive.
 “The concept of leadership has largely lost its value for the social
sciences, although it remains indispensable to general discourse.”
Cecil Gibb
 This also aligns to a shift of leadership from power and structure
to performance, and a shift from localized to a more distributed
leadership. James K. Hazy & Jeffrey A. Goldstein
 The degree of distribution is the number of individuals required for a leadership decision
(the emphasis is on the decision and not the execution of the decision).
Norman L. Johnson
6/4/2020JPGILLIS@UMICH.EDU 49
Emergent
localized
leadership
Structured
localized
leadership
Emergent
collective
leadership
Structured
collective
leadership
Emergent
leadership
Structure-based
leadership
Localized Distributed
Norman L. Johnson
LEADERSHIP AND COLLECTIVE INTELLIGENCE
How
Leadership
Arises
Where
Leadership
Arises
6/4/2020JPGILLIS@UMICH.EDU 50
1
2
2. The shift from
localized leadership
to more distributed
leadership.
2
1. The shift of the basis
of leadership from power
or structure (rules) to
performance.
1
2. The combination
of the two.
3
3
 For the past 60 years, the Delphi multi-round survey procedure has been
successfully used to aggregate expert opinions on future developments.
 Experts iteratively and anonymously contribute insights working toward a combined
collective view in an asynchronous process conducted through the mail.
 The system is collectively intelligent in that it avoids groupthink and other cognitive
biases occurring in face-to-face discussions.
1. Experts answer questionnaires in two or more rounds.
2. After each round, a facilitator provides an anonymous
summary of the forecasts from the previous round as well
as the reasons they provided.
3. Experts are encouraged to revise their earlier answers in light of
the replies of other members. The range of the answers usually
decreases and the group usually converges towards a "correct" answer.
THE DELPHI METHOD
6/4/2020JPGILLIS@UMICH.EDU 51
Jennifer H. Watkins
“As group size increases, productive collective intelligence becomes
dramatically harder to achieve. Thus, ironically, even though larger
groups offer the potential for exponential increases in collective
intelligence, in practice the opposite is usually the case: the larger
the teams get, the dumber they get. An entire industry of management
consultants and facilitators exists because of these inefficiencies.”
Nova Spivack
6/4/2020JPGILLIS@UMICH.EDU 52
THE EMERGENCE OF A GLOBAL BRAIN
 The most important technological, economic, and social
development of the past decades is the emergence of a
global computer-based communication network.
 The web builds on the knowledge and intelligence of all of
its users collectively, and it is gaining momentum.
 The “Global Brain” is a metaphor for this emerging, collectively intelligent
network that is formed by the people of this planet together with the computers,
knowledge bases, and communication links that connect them together.
 Similar to many mystical traditions, the idea holds the promise of an enhanced
level of consciousness and synergy.
 The “Global Brain” vision may hold a sense of belonging to a larger whole and
an encompassing ecological purpose.
6/4/2020JPGILLIS@UMICH.EDU 53
Francis Heylighen
THE EMERGENCE OF A GLOBAL BRAIN
 Traditional (neo-)Darwinist theory notes the gradual, erratic,
and non-directed logic of variation and natural selection.
 “Major transitions” like the emergence of multicellular
organisms out of single cells, or like societies out of individuals
(in which components turn from selfish competitors to cooperating members of a
collective) are difficult to achieve because they require sophisticated control
systems to protect “the cooperative” from being exploited by “free riders.”
 “Free riders” are those who profit from the efforts of others without investing
anything in return.
 But shared knowledge and culture aided by global communication technology can
check free riders through an evolution that produces wider and deeper synergy up
to a global level.
6/4/2020JPGILLIS@UMICH.EDU 54
Francis Heylighen
THE EMERGENCE OF A GLOBAL BRAIN
 Historically, the roles of writing, and money, and law, e.g. have
evolved from “zero sum” competitions to “positive-sum” cooperation.
 Unlike material resources, knowledge and information do not diminish
by being shared with others (economists call this property “non-rivalry.”)
 Since an intelligent web would make this sharing effortless and free, this enables
a positive-sum interaction in which everyone gains.
 The web plays here the role of a shared memory that collects, organizes, and
makes available collective wisdom.
 It achieves this without demanding anything from its users or contributors beyond
what they would have had to invest if they were working on their own.
 This removes any incentive for “free-riding.”
6/4/2020JPGILLIS@UMICH.EDU 55
Francis Heylighen
MANAGING BETTER COLLECTIVE THINKING
 H. G. Wells lamented the “enormous waste of human mental resources on
poorly-thought-through schemes.” Democratic governments, he
said, give authoritarian dictators their chance because of “a very
slow, slack method of conducting human affairs.”
 A solution would require “worldwide networks of thinking
people,” and combine intelligence, action, and a better-educated
and empowered public opinion.
 When many minds are brought together something unexpected
often happens, they discover creativity and intelligence that no one of them has
alone.
 New technologies can greatly empower collective intelligence but we need to give
serious attention (which we haven’t) to online thinking skills.
G. Parker Rossman
6/4/2020JPGILLIS@UMICH.EDU 56
MANAGING BETTER COLLECTIVE THINKING
 Across the centuries, as scholars thought about overwhelming complexity, they
basically had two alternatives: (1) despair, or (2) oversimplify. The latter often
leads to a loss of truth and/or the manipulation and twisting of knowledge.
 Now a third alternative is seen as the Internet expands what
scholars call “collective intelligence.” Computer networking
can amplify collective intelligence to bring many minds together
for deeper, creative, imaginative collective thinking on issues.
 Pierre Lévy said that collective intelligence is the inevitable
result of intelligent systems that are structurally coupled through
electronic mediation. Connecting intelligences breeds collective intelligence and
begins to monitor and correct its own behavior in a way analogous to the human
nervous system. This is how collective intelligence moves beyond hardware
engineering to social engineering.
G. Parker Rossman
6/4/2020JPGILLIS@UMICH.EDU 57
A PROCESS OF GENERATIONS
 Network-empowered collective intelligence could create a turning
point in human history that could reshape human thought at a level
of comprehensiveness that has never before been possible.
 Howard Rheingold speaks of a ‘grass-roots group mind’ and of
“pioneering young infonauts who are beginning to take minds soaring in ways in
which we still have only primitive glimpses.
 To be able to observe the beginning of hypertext, fantasy
amplifiers, and mind storms, he has said, is a bit like
watching old films of the first flying machines.
He has reminded us that when asked what television would be
useful for, one inventor said it would be useful for nurses to monitor
patients in hospitals.
G. Parker Rossman
6/4/2020 58JPGILLIS@UMICH.EDU
Howard
A PROCESS OF GENERATIONS
6/4/2020 59
Ted Nelson
Douglas Engelbart
J. C. R. Licklider
Vannevar Bush
Tim Berners-Lee
Pierre Lévy listed these
five as “the great visionaries
in the history of collective
intelligence.”
Parker
Rossman
JPGILLIS@UMICH.EDU
COLLABORATIVE, DYNAMIC, CONTINUOUS
6/4/2020JPGILLIS@UMICH.EDU 60
Human System Tool System
Capability
Infrastructure
A
Core Business
Activity
B
Improves A’s
Capabilities
C
Improves B’s
Capabilities
Level II - Double loop
• Generative learning
• Underlying assumptions
• Governing variables
Level III – Deutero learning
• Learning about learning
• Meta-level interactions
• Infrastructure improvements
Level I - Single loop
• Adaptive learning
• Action strategies
• Problem solving
Chris Argyris & Donald Schön
B Work:
Reduce product-cycle time
--to make faster, smarter,
higher-quality A activities
C Work:
Reduce improvement-cycle time
--to make faster, smarter,
higher-quality B activities
A Work:
Product/service R & D,
manufacturing, marketing,
sales, accounting, etc.
Douglas C. Engelbart
“Bootstrapping”
C.O.D.I.A.K.
DYNAMICALLY EVOLVING KNOWLEDGE BASE
 A result of this continuous knowledge process is a dynamically evolving knowledge
base (as shown on the next cell) consisting of three primary knowledge domains:
1. Intelligence Collection: An alert project group, whether an A, B, or C activity,
always keeps a watchful eye on its external environment – actively surveying,
ingesting, and interacting with it.
2. Dialogue Records: Responding effectively to needs and opportunities involves
a high degree of coordination and dialogue within and across project groups. An
integrated library-like system is needed here for future searching and records
management.
3. Knowledge Products: These domains, which are iteratively and collaboratively
developed, represent the knowledge products of the project team and constitute
both the current project status and a roadmap for implementation and
deployment.
6/4/2020JPGILLIS@UMICH.EDU 61
Douglas C. Engelbart
CONCURRENT DEVELOPMENT, INTEGRATION AND
APPLICATION (OF KNOWLEDGE)
•Memos
•Status reports
•Meeting minutes
•Decision trails
•Design rationale
•Change requests
•Commentary
•Lessons learned
•Needs/
possibilities
•Bug reports
•Field logs
•Design reviews
•Articles, books
•Reports, papers
•Proceedings
•Brochures
•Market surveys
•Industry trends
•Competition
•Supplier info
•Customer info
•New technologies
•New techniques
•Trip reports
•Proposals/Plans
•Budgets
•Legal contracts
•Milestones
•Timelines
•Design specs
•Product
descriptions
•Manufacturing
Plans
•Results
•Field manuals
•Open issues
DIALOGUE
RECORDS
EXTERNAL
INTELLIGENCE
COLLECTION
KNOWLEDGE
PRODUCTS
Douglas
Engelbart
C.O.D.I.A.K.
6/4/2020JPGILLIS@UMICH.EDU 62
COLLABORATIVE, DYNAMIC, CONTINUOUS
6/4/2020JPGILLIS@UMICH.EDU 63
Human System Tool System
Capability
Infrastructure
A
Core Business
Activity
B
Improves A’s
Capabilities
C
Improves B’s
Capabilities
Douglas C. Engelbart
A
Core Business
Activity
B
Improves A’s
Capabilities
C
Improves B’s
Capabilities
A
Core Business
Activity
B
Improves A’s
Capabilities
C
Improves B’s
Capabilities
C.O.D.I.A.K.
Collaborative “C Community”
Several organizations,
each with A, B, and C
activities, joining together
at the C level to boost the
B activities of the members
and feed back to boost the
C activities.
Douglas
Engelbart
64
TECHNOLOGIES CONNECTING EVERYTHING
Outbound
Logistics
Procurement
Technology Dev.
Human Resource Mgmt
Firm Infrastructure
Marketing
& Sales
Operations
(Mfg)
Inbound
Logistics
After-Sale
Service
M
A
R
G
I
N
Transportation
Mtl Handling
Storage &
Preservation
Commo Sys
Testing
Info Sys
Media
Audio &Video
Commo Sys
Info Sys
Process
Machine Tool
Mtl Handling
Packaging
Maintenance
Building
Design & Ops
Transportation
Mtl Handling
Storage &
Preservation
Packaging
Commo Sys
Info Sys
Diagnostic &
Testing
Commo Sys
Info Sys
Info Sys Technology Communication Sys Tech
Transportation Sys Technology
Product Tech Software Info Sys
Computer-aided design Pilot Plant
Training Motivation Research
Info Systems
Finance Planning
Budget Office
Michael Porter, Competitive Advantage
Value Chain Technologies
6/4/2020JPGILLIS@UMICH.EDU
“The good news is that competitive intelligence is improving,
however slowly. The wide diffusion of text processing tools and the
ready availability of digital content provide the raw material needed
to extract intelligence from information.
“There will be the inevitable stop-and-go-progress. At some point
in the future, systems and information and users will come happily
together. Our efforts are making this “better world a reality, so we
can tackle the problems that demand resolution.”
Stephen E. Arnold
6/4/2020JPGILLIS@UMICH.EDU 65
SUSTAINABLE DEVELOPMENT GOALS
(WE’RE WORKING ON IT)
1. No Poverty
2. Zero Hunger
3. Good Health and Well-being
4. Quality Education
5. Gender Equality
6. Clean Water and Sanitation
7. Affordable and Clean Energy
8. Decent Work and Economic Growth
9. Industry, Innovation, and Infrastructure
10. Reducing Inequality
11. Sustainable Cities and Communities
12. Responsible Consumption and Production
13. Climate Action
14. Life Below Water
15. Life On Land
16. Peace, Justice, and Strong Institutions
17. Partnerships for the Goals
https://en.wikipedia.org/wiki/Millennium_Development_Goals
https://en.wikipedia.org/wiki/Sustainable_Development_Goals
6/4/2020JPGILLIS@UMICH.EDU 66
THE PEER-TO-PEER ECONOMY
 Would we be better served if all of us were
actively engaged as producers, distributors, and
consumers?
 The Europeans combine light and heat at the point of demand at all scales from
micro to industrial, and are far more efficient than our centralized model. And their
micro grids form mutual self-help and community security.
 Another key resource we are currently mismanaging is the radio spectrum for
communications. It could be managed as an abundance with Open Spectrum
principles, cognitive radios, and dynamic mesh network technologies supporting a
peer-to-peer spectrum utilization model.
 We are blocked by the “patent system” of ownership. We need enable peer-to-
peer mutual aid societies much akin to Ben Franklin’s 18th century creation of
mutual insurance companies, fire departments and so forth.
6/4/2020JPGILLIS@UMICH.EDU 67
Jock Gill
WHY OPEN SPECTRUM MATTERS
 We are not in the Age of Information. We are not in the Age of the Internet. We
are in the Age of Connection. The more and better those connections, the
stronger our governments, businesses, sciences, cultures, and our education.
 We are now on the verge of being able to connect to anyone and everyone,
whenever and however we want. No gatekeepers. Ubiquitous connection.
Connectedness that’s always there and always on. Spectrum is connection.
David Weinberger
6/4/2020JPGILLIS@UMICH.EDU 68
THE END OF THE BROADCAST NATION
 Three advances past the old metaphors of pipes, property,
interference, and consumption are:
1. Spread Spectrum: A signal generated with a
particular bandwidth is deliberately spread in the frequency
domain, resulting in a wider bandwidth. With *CDMA multiple
users can transmit simultaneously in the same frequency band.
2. Information Theory: Spectrum is not carrying water in pipes, it’s
carrying information, which is not a hard-edge good. Optimization
for carrying information would look much different from what we have today.
3. The Internet: By focusing on open standards, the medium can become far
more efficient and offer far greater capacity. And lowering the cost of access
and connection unleashes innovation beyond any expectation.
6/4/2020JPGILLIS@UMICH.EDU 69
David Weinberger
*https://www.lifewire.com/gsm-edge-cdma-tdma-578682
“Long-term, we cannot predict the sort of innovation that will
happen, any more than Marconi could have predicted Wi-Fi 100
years ago. Predictions range from ubiquitous access to ‘personal
knowledge avatars’ to even Star Trek-style transporters “beaming
us” across space. The only certainty is that our current predictions
are inadequate to the reality that we will invent for ourselves.”
6/4/2020JPGILLIS@UMICH.EDU 70
David Weinberger
MASS COLLABORATION AND OPEN SOURCE
 Thomas Homer-Dixon talks about the gap between the seriousness of the many
problems we face and our ability to generate solutions: the ingenuity gap.
 There are collaborative tools and social modes that currently exist which could
scale into mass collaborative problem-solving mechanisms.
 If these systems are built, they can help us get traction on some of
the world’s most pressing issues. Some initial thinking:
 Bornstein, David. (2003). How to Change the World: Social Entrepreneurs
and the Power of New Ideas. New York: Oxford University Press.
 Segaran, Toby. (2007). Programming Collective Intelligence: Building Smart
Web 2.0 Applications. O’Reilly & Associates.
 Benkler, Yochai. (2006). The Wealth of Networks: How Social Production Transforms Markets
and Freedom.
 Homer-Dixon, Thomas. (2006). The Upside of Down: Catastrophe, Creativity, and the Renewal
of Civilization.
6/4/2020JPGILLIS@UMICH.EDU 71
Mark Tovey
THOMAS HOMER-DIXON
 Homer-Dixon's research approach is highly interdisciplinary, including
policy research on economics, environmental science, geography,
cognitive science, social psychology, and complexity theory .
 He addresses the root causes of social instability and conflict, and
in particular the failure of societies to adapt;
 His focus is on the intersections of the natural and social worlds,
in particular with regard to environmental change, energy and complex
adaptive systems; and in resolutely bringing research findings to the
attention of policy makers and the public.
https://fi.wikipedia.org/wiki/Thomas_Homer-Dixon
6/4/2020 72
Coming
August 20, 2020
JPGILLIS@UMICH.EDU
Thomas Homer-Dixon
THOMAS HOMER-DIXON
 Q? – With respect to online tools, what do you see as next steps
beyond transmitting and sharing information?
 TH-D – One thing we need to achieve is winnowing – we need to increase the
signal to noise ratio. But it needs to be internally legitimate, in the sense that the
community decides what ideas are going to be winnowed out, and what ideas are
going to go to the next stage.
 TH-D – And there needs to be a capacity to reduce the risk of hijacking, and
sideline people who aren’t prepared to engage in a cumulative winnowed
conversation over time about a particular problem.
 TH-D – Experts certainly have a role, but they can hijack the agenda and deprive
the whole process of legitimacy just because they have so much knowledge. An
open-source environment is essential, but the relation between the experts and
the lay people is critical.
https://fi.wikipedia.org/wiki/Thomas_Homer-Dixon
6/4/2020 73JPGILLIS@UMICH.EDU
THOMAS HOMER-DIXON
 Q? – So I’m trying to picture an kind of large institution where we’ve had 1,000
people giving ideas and had them filtered and used in a way that is actually
democratic. Any examples?
 TH-D – It’s like the person working on the assembly line. Manufacturers have
found that it’s important to provide some power on the line, so that people working
on the fine-grained detail of the system (e.g. building cars) can say: “This set of
procedures isn’t working, or this is a problem that’s costing us money, or it’s
dangerous, or it’s reducing the quality of the end product, etc.”
 TH-D – The underlying ontological assumption here is that there are emergent
properties of these systems – that you can get a lot of people together, and if the
institution is designed properly, the intelligence exhibited by the whole is larger
than any one individual.
6/4/2020 74JPGILLIS@UMICH.EDU
https://homerdixon.com/
THOMAS HOMER-DIXON
 Q? – How important do you think it is to have ways of seeing patterns that are not
obvious? For instance, you talked about society acting “like a beast.”
 TH-D – We’re not seeing positive emergence but “negative emergence”: the
intelligence of the whole is less than any of the individuals. Our societies do
behave like beasts, frequently – with no thought for the future, often extremely
violently, with very little moral or ethical guidance or conscience, and what we
want to do is reverse that.
 TH-D – To me this is about institutional design – it’s fundamentally a collective
action problem, The greatest things that humankind has ever accomplished have
been achieved by an institutional design that gets people working in the same
direction, in ways that are very creative, so that resources and ingenuity are
effectively mobilized.
6/4/2020 75JPGILLIS@UMICH.EDU
https://homerdixon.com/
THOMAS HOMER-DIXON
 Q? – What do you see as being some low-hanging fruit for
individual action on these kinds of issues?
 TH-D – One potentially tractable problem is to design better indicators of social
well-being, (alternatives to GDP). We could beta-test an open source environment
to explore the alternative indicators. We actually have a paper here about a
methodology for comparing alternative social well-being indicators, looking at a
large number of them.
 TH-D – The concept is very complex, and maybe we could create one of these
open-source environments where the whole is more than the sum of it’s parts; so
that the whole is producing something much more valuable than any expert, or
group of experts, or sub-cluster of people could produce.
6/4/2020 76JPGILLIS@UMICH.EDU
https://homerdixon.com/
LARGE-SCALE ARGUMENTATION
 “Collective intelligence” is the synergistic channeling of the efforts of many minds
to identifying and coming to consensus over responses to some complex
challenge.
 We can divide existing deliberation support technologies into three categories: (1)
sharing tools, where individuals compete to provide content of value to the wider
community; (2) funneling tools, where group opinions are consolidated into an
aggregate judgment; and (3) argumentation tools, where groups define the space
of issues, options, and tradeoffs for a given challenge.
 By far the most commonly used are sharing tools which commonly suffer from
poor signal-to-noise ratios and are notorious for producing
repetitive and mixed-quality content. Sharing tools are ill-
equipped for consensus.
6/4/2020JPGILLIS@UMICH.EDU 77
Mark Klein
LARGE-SCALE ARGUMENTATION
 Funneling tools: group decision-support systems, prediction markets, e-voting,
etc. have proven effective at aggregating individual opinions into a consensus, but
they provide little or no support for what the alternatives selected should be, or
what their pros and cons are.
 Argumentation tools fill this gap by helping groups define networks of issues
(questions to be answered), options (alternative answers for a question), and
arguments (statements that support or detract from some other statements).
 “Every argument has at least two sides. But in the heat of
battle many people present their own side of the argument
as though there’s no alternative. But studies find that if you
yourself present the counter-view and then refute it, you
are then more likely to advance your own point of view.”
https://www.spring.org.uk/
6/4/2020JPGILLIS@UMICH.EDU 78
Mark Klein
LARGE-SCALE ARGUMENTATION
 “We instinctively understand that the safest course is to present
only our own side, otherwise we risk losing traction with the audience. But if we
bring up opposing arguments, then shoot them down, not only is the audience
more likely to be swayed, we also see a boost in our credibility.”
 This level of nuance underscores the complexity of argumentation at any level
and highlights the difficulties of building systems that integrate sharing and
argumentation technologies on a large scale.
 A large-scale argumentation system must support a collective nonlinear
optimization process, and our current systems are not structured in a way that
will facilitate this level of dialogue. Getting the structure right is of critical concern.
 Facebook, for example, allows a lot of back-and-forth, but no collective distillation
(winnowing) and no “facilitated group approach” to argumentation.*
https://www.spring.org.uk/
* John Gillis
6/4/2020JPGILLIS@UMICH.EDU 79
Mark Klein
THE COLLABORATORIUM…MARK KLEIN, ET AL.
 The Collaboratorium has basic functions (email, user home pages, watchlists,
search functions, browse histories, etc.) and uses a “Discussion Forum” as the
primary user interface.
 It structurally addresses the fruitless “edit wars.” (divergent
perspectives are not forced to compete for dominance in a
single post.
 It provides search tools that help users find the issue tree
branches (and more active branches are displayed in a larger font).
 Editors (selected based on argument-mapping skills and ability to maintain a
content-neutral POV) are empowered to [re-]structure entries, if necessary.
 A small cadre of domain experts creates an initial argument structure designed
to present critical issues and options in an “intuitively-organized” way. This
“skeleton” can then be fleshed out and modified by the full user community.
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Mark Klein
6/4/2020JPGILLIS@UMICH.EDU 81
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2987624
Mark Klein
THE COLLABORATORIUM…MARK KLEIN, ET AL.
 In some ways large-scale systems have more potential than
small-scale systems.
 There is widespread disaffection with the signal-to-noise ratio
of current tools for mediating large-scale deliberations.
 It seems clear that the number of distinct issues, options, and arguments in a
discussion will grow, after a certain point, much more slowly than the number of
participants.
 The qualitative increase in succinctness offered by an argumentation
system at large scales may thus prove quite compelling.
“The complexity of the problems facing mankind is growing faster than our ability to solve them.”
Doug Engelbart
6/4/2020JPGILLIS@UMICH.EDU 82
https://cci.mit.edu/klein/
Mark Klein
SCALING UP “OPEN PROBLEM SOLVING”
 What would a sustainable open infrastructure dedicated to finding solutions to the
world’s toughest problems look like?
 It would have to lower boundaries to make more use of non-specialists.
 It would have to be so much fun that using
it becomes a natural and widely-accepted
custom.
 Though many of the requisite tools already
exist, the various modes in which we can
interact and leverage them effectively are
just being invented.
Hassan Masum & Mark Tovey
6/4/2020JPGILLIS@UMICH.EDU 83
SCALING UP “OPEN PROBLEM SOLVING”
 A home computer can now support distributed small-group collaboration in a
variety of ways, such as information sharing, discussions, audio and video
conferencing, and simultaneous editing.
 Just as we are used to the idea of a debate or a lecture, we will become used to
more complex modes of expression and idioms each with additional and different
functionality, “feel,” and requirements.
Hassan Masum & Mark Tovey
6/4/2020JPGILLIS@UMICH.EDU 84
Frederick van Amstel
graphics
6/4/2020JPGILLIS@UMICH.EDU 85
 ““Architecture for Humanity” was founded on April 6, 1999, by Cameron
Sinclair and Kate Stohr in response to the need for immediate long-term shelter for
returning refugees in Kosovo after the region's bloody conflict.
 In 2005 it adopted an "open source" model and became the first organization in
the world to utilize Creative Commons licensing system on a physical structure.
 It has worked in 45 countries and over 2.8 million people now live, work, learn,
gather and heal in 2,348 places helped by Architecture for Humanity.
 In 2007,they launched Open Architecture Network, allowing architects,
designers, innovators and community leaders to share innovative and sustainable
ideas, designs and plans. In 2010, they acquired Worldchanging.
https://www.curbed.com/2016/3/10/11192794/architecture-for-humanity-open-architecture-collaborative-rebrand
Hassan Masum & Mark Tovey
WORLDCHANGING
6/4/2020JPGILLIS@UMICH.EDU 86
 The organization’s main office was closed down on January 1, 2015.
 Among the causes for its closure are its inability to raise adequate funds after the
novelty of its mission was no longer appealing. Another factor cited is that
humanitarian shelter design was not considered a fundamental human right.
 Architecture for Humanity had more than 60 chapters spanning many countries
at its peak. In August 2008, members of Architecture for Humanity New York
were declared New Yorkers of the Week by cable news network NY1.
 After the bankruptcy of Architecture for Humanity in 2015, local chapters have
formed a new organization: Open Architecture Collaborative.
https://www.curbed.com/2016/3/10/11192794/architecture-for-humanity-open-architecture-collaborative-rebrand
https://openarchcollab.org/
Hassan Masum & Mark Tovey
“WorldChanging.com works from a simple premise:
...that the tools, models, and ideas for building a better future
lie all around us.
...that plenty of people are working on tools for change, but the
fields in which they work remain unconnected.
...that the motive, means, and opportunity for profound positive
change are already present.
...that another world is not just possible, it’s here.
We only need to put the pieces together.”
https://en.wikipedia.org/wiki/Worldchanging
6/4/2020JPGILLIS@UMICH.EDU 87
Alex Steffen
Executive Editor
TENETS FOR SCALING UP COLLABORATION
 A distributed process can decompose large problems into smaller ones.
 A facilitated or moderated process that keeps people’s contributions constructive
is crucial: the goal is to keep the discussion moving in a way which produces
ever more results.
 To keep people motivated and happy, let them self-select their participation and
contribution. Offer multiple modes of interaction (e.g. in-person, electronic forum,
open source idea generation). Having only one mode is like bringing a hammer as
your only tool in trying to understand a problem you don’t understand.
 Involve the stakeholders who make the decisions.
 Approach large-scale problems in stages – get a handle
on what’s going on, and then scale-up.
 Social time is important, for food, bonding, and fortuitous interactions.
6/4/2020JPGILLIS@UMICH.EDU 88
Hassan Masum & Mark Tovey
CREATING A PROSPEROUS WORLD AT PEACE
The stakeholder approach of “resolving the conflicts among interested parties” is
very different from the citizen-centered approach of “helping diverse citizens
figure out the best policies, budgets, and candidates for their community or
country.” Stakeholders should be “on tap” for their views and positions, but not
“on top” for the final decision.
 We the People cannot afford to put all our eggs in the basket of temporary
leaders, no matter how inspiring they may be.
 We need a sustainable collective capacity to make wiser choices that make
sense to the vast majority of us.
Tom Atlee
6/4/2020JPGILLIS@UMICH.EDU 89
PEACE
Our words go slowly out
and the sun burns
them before they
can speak. It is
as though the earth
were tired of our talk
and wanted peace, an end
to promises, perhaps an
end to us.
Philip Levine, 7 Years from
Somewhere: Poems (Athenium, 1979
6/4/2020JPGILLIS@UMICH.EDU 90
Jean-François Noubel
Yochai Benkler
Hassan Masum
Mark Tovey
Thomas W. Malone
Tom Atlee
Pierre Lévy
Jerome C. Glenn &
Theodore J. Gordon
Craig Hamilton &
Claire Zammit
Peggy Holman
G. Parker Rossman
John Kesler
Carole Schwinn &
David Schwinn
Robert Steele
Nancy Glock-Grueneich
Jason “JZ” Liszkiewicz
Peter Johnson Lenz &
Trudy Johnson-Lenz
Derek Lomas
Howard Rheingold
Mike Barthel
PEACE
Our words go slowly out
and the sun burns
them before they
can speak. It is
as though the earth
were tired of our talk
and wanted peace, an end
to promises, perhaps an
end to us.
Philip Levine, 7 Years from
Somewhere: Poems (Athenium, 1979
6/4/2020JPGILLIS@UMICH.EDU 91
Lion Kimbro
Sara Nora Ross
George Pór
Keith Hopper
Marko A. Rodriguez
Norman L. Johnson
Pierre Lévy
Jerome C. Glenn &
Theodore J. Gordon
Jennifer H. Watkins
Nova Spivack
Francis Heylighen
Jim Rough
J. C. R. Licklider
Ted Nelson
Vannevar Bush
Tim Berners-Lee
Douglas C. Engelbart
Stephen E. Arnold
Jock Gill
David Weinberger
Thomas Homer-Dixon
Mark Klein
Alex Steffen
6/4/2020JPGILLIS@UMICH.EDU 92
Veritas

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Collective intelligence g

  • 1. 6/9/2020JPGILLIS@UMICH.EDU 1 CREATING A PROSPEROUS WORLD AT PEACE COLLECTIVE INTELLIGENCE
  • 2. MINDFULNESS  “I would like to explore the question, what does it take to apply mindfulness not only to the individual, but to the level of the collective, to the level of the whole system, to the level of the social field.”  “Mindfulness is paying attention to our attention.” 6/4/2020JPGILLIS@UMICH.EDU 2 C. Otto Scharmer
  • 3. The main stakes for humanity are not hunger, poverty, peace, healthcare, education, economy, natural resources, or a host of other issues, but our capability to build new organizations that are able to provide solutions. Our main challenge is Collective Intelligence. Jean-François Noubel 6/4/2020JPGILLIS@UMICH.EDU 3
  • 4. YOCHAI BENKLER AND HASSAN MASUM THE WEALTH OF NETWORKS  We have an opportunity to change the way we create and exchange information, knowledge and culture.  By doing so we can make the 21st century one that offers: …individuals greater autonomy, …political communities greater democracy, …and societies greater opportunities for cultural self-reflection and human connection.  Perhaps these changes will be the foundation of transformation toward more liberal and egalitarian societies.  Perhaps they will merely improve, in smaller ways, the quality of human life. 6/4/2020JPGILLIS@UMICH.EDU 4
  • 5. MARK TOVEY CREATING A PROSPEROUS WORLD OF PEACE  The problems that face humanity are trans-institutional. They are not problems that can be solved by governments alone.  Only through coordinated cooperation between governments, universities, corporations, and non-profit organizations can we hope to make a dent in the challenges that face us. This means bridging different viewpoints.  As we attempt to scale up our deliberative discussion through electronic communities, argumentation systems, and social networking, we must deal with the challenges of diversity, ego, tensions, and the maintenance of safe environments. 6/4/2020JPGILLIS@UMICH.EDU 5
  • 6.  The key question we’re using to organize our work is: How can people and computers be connected so that collectively they act more intelligently than any individual, group, or computer has ever done before?  Eric von Hippel in the Sloan School has shown how the collective body of users of a product is often the best source of innovation for a companies products; and Mark Klein in the Center for Collective Intelligence is trying to harness the intelligence of thousands of people for the problems of global climate change; and James Surowiecki is focusing on the Wisdom of Crowds.  The book, Collective Intelligence: Creating a Prosperous World at Peace, is a gathering of the tribes of Collective Intelligence, at least virtually, on the pages of this collection of essays and interviews.  Ed. Note: The hotlink above will take you to a pdf. of the entire book. All the hotlinks in this PowerPoint are linked in full screen, and all the references are in the notes below each cell. COLLECTIVE INTELLIGENCE 6/4/2020JPGILLIS@UMICH.EDU 6 Thomas W. Malone George Pór http://www.oss.net/dynamaster/file_archive/080227/8580f18843bf5c10f17c38f7ad9fdf71/Complete_022508-C%20FINAL%201420.pdf JPGILLIS@UMICH.EDU
  • 7. TOM ATLEE CO-INTELLIGENCE INCLUDES:  Collective intelligence (groups acting intelligently as whole, living systems.)  Multi-modal intelligence (there are many ways to learn.)  Collaborative intelligence (working with one another, with nature, and with the natural tendencies in us and the world.)  Resonant intelligence (grows fuller as it resonates with other sources of intelligence, and deepens in empathic response to life.)  Universal intelligence (the intrinsic tendency for things to self-organize and co- evolve into ever more complex, intricately interwoven and mutually compatible forms.)  Wisdom (balance, mystery and tolerance of ambiguity and change which fosters wonder, humility, compassion, and humor.) 6/4/2020JPGILLIS@UMICH.EDU 7 http://www.co-intelligence.org/I-6_CI_manifestations.html
  • 8. SCALES OF COLLECTIVE INTELLIGENCE  Individual  Interpersonal  Group  Activity  Organizational  Network  Neighborhood  Community  City  County  State  Regional  National  International Group/ Network/Organization  Global Humanity 6/4/2020JPGILLIS@UMICH.EDU 8 Tom Atlee
  • 9. EMERGING AND CONVERGING FIELDS INVOLVING CI  “Group magic,” especially through dialogue or attunement (collective meditation).  Self-organization methods like chaos and complexity theories, ecology, permaculture, evolutionary biology, network theory, the “invisible hand” of markets, “swarm intelligence,” flocking behavior)  The dynamics of collective behavior in social psychology.  Psycho-spiritual phenomena beyond the individual ego. “Revitalization” of community and democracy. “Open-Source” challenges to proprietary knowledge. “Open-Source Intelligence” challenges to secrecy that limit the cross-fertilization of intelligence. 6/4/2020JPGILLIS@UMICH.EDU 9 Tom Atlee
  • 10. EMERGING AND CONVERGING FIELDS INVOLVING CI  Information, Communication, & Knowledge Systems (global brains).  Leading-edge educational systems that expand our understanding of intelligence and cognition.  The human potential movement (social/collective).  Participatory and collective practices in all sectors, for all reasons.  The study & use of “decision markets” (individual communications with the shared environment.  Holistic studies of all types (nature of wholeness, parts & wholes); Studies of learning organizations (teams, communities of practice); and studies of conflict, polarization, socially-charged diversity (race, gender, class), & cognitive styles. 6/4/2020JPGILLIS@UMICH.EDU 10 Tom Atlee
  • 11. Information Economy Meta-Language (IEML) Prof. Pierre Lévy, CRC, FRSC 6/4/2020JPGILLIS@UMICH.EDU 11
  • 12. FIFTEEN GLOBAL CHALLENGES  Sustainable development  Sufficient clean water  Population growth/Resources  Genuine democracy  Global long term perspectives  Communications convergence  Ethical market economies  Diseases and immunity  Decision-making improvement  Ethnic conflicts  Status of women  Organized crime networks  Growing energy demands  Technological breakthroughs  Ethical considerations 6/4/2020JPGILLIS@UMICH.EDU 12 Jerome C. Glenn & Theodore J. Gordon
  • 13. THINKING TOGETHER WITHOUT EGO  “Why is it so often the case that when it comes to critical decision-making, thinking together as a small group tends to make us stupid rather than smart.”  We know that our primitive social drives for control, belonging, and status can sabotage our collective pursuit of clarity. This “knot” in the center of the psyche is an obstacle to higher moral, spiritual, and psychological development in collective functioning.  Everybody needs to “check their ego at the door.”  Without the primitive “mental noise” blocking the system, listening can be deep with plenty of space for considered reflection. 6/4/2020JPGILLIS@UMICH.EDU 13 Craig Hamilton & Claire Zammit
  • 14. HIGH-LEVEL COLLECTIVE THINKING  Genuine, full commitment to the best possible outcome.  Each member feels personally responsible.  Suspension of any and all prior assumptions.  Deep listening and authenticity.  A culture of risk-taking.  A courageous willingness to step into the most insecure spaces.  Clearing-up interpersonal tension as it occurs.  Everybody seeking healthy feedback and new challenges outside comfort zones. 6/4/2020JPGILLIS@UMICH.EDU 14 Craig Hamilton & Claire Zammit
  • 15. THE CHANGE HANDBOOK  Collective intelligence is always moving towards the verge, towards the edge of what we don’t know. It doesn’t stop working.  The whole process is one of emergence, that learning edge of evolution where useful, juicy novelty occurs, discovering:  Wisdom within ourselves;  Connections with one another;  Respect for differences of others;  Power through sharing stories;  Capacities for bringing dreams to life. 6/4/2020JPGILLIS@UMICH.EDU 15 Peggy Holman “What question, if answered, would serve us well in this situation?” Intelligence has 3 dimensions: • Inquiring, exploring, and pattern-seeking • Learning, discovery, and pattern-making • Knowing, answering, and pattern-providing
  • 16. THREE SYSTEMS OF ORGANIZING  There are three fundamental ways to structure collective intelligence for a system of people: the Triangle, the Box, and the Circle. The Triangle is where someone is in charge; the Box is where a system is in charge; and the Circle is where everyone comes together into a “we,” and “we are in charge.”  Many organizations have experimented with the Circle system but did not understand the vulnerability that comes with releasing creativity and did not adequately protect people from judgment. As a result the Circle system failed. Throughout history, the Circle has been most beneficial, but largely unattainable. Jim Rough 6/4/2020JPGILLIS@UMICH.EDU 16
  • 17. PEOPLE CULTURE ASSETS SYSTEMS John Kesler with Carole & David Schwinn C+5 Integral Awareness Integral/Life World Centric Health and life-affirming functioning of the whole Deep identification with all life and the planet Understand interrelations among all living and nonliving entities The golden rule of reciprocity 6/4/2020JPGILLIS@UMICH.EDU 17
  • 18. DECISION-SUPPORT (INTELLIGENCE)  Decision-support is the ultimate objective of all information processes.  One must carefully distinguish between data, which is the raw text, signal, or image; information, which is collated data of generic interest; and intelligence, which is information that has been tailored to support a specific decision by a specific pennon about a specific question at a specific time and place.  Most government information and so-called intelligence products are so generic as to be relatively useless in directing action.  Only when information serves as the foundation for intelligence can its cost be justified. Robert Steele Pennon = a wing or pinion. 6/4/2020JPGILLIS@UMICH.EDU 18
  • 19. META-KNOWLEDGE (KNOWLEDGE ABOUT KNOWLEDGE)  Formal schooling will be less and less about learning content, and more and more about how to handle content.  Knowing when to get additional knowledge, where to find it, how to judge its accuracy and relevance…  …how to translate, compare, and synthesize different knowledge sources…  …how to apply it to a given question or situation… how to represent it for different purposes and audiences…and how to improve upon it…  …These are all basic skills. And giving back into the system is the responsibility of all.  “In connecting our knowledge, we connect also to each other.” Nancy Glock-Grueneich 6/4/2020JPGILLIS@UMICH.EDU 19
  • 20.  Learning is itself a skill, and one that can be taught.  “C” & “D” students – from the most difficult of circumstances – have been reliably made into“A” & “B” students in a matter of months, carrying heavy course loads, graduating from college, going on to career success.  Hard data, replicated many times, show that once so changed, students don’t fall back.  We owe it to ourselves, and to our planet, to build on this knowledge of how to teach the skill of learning, and make it available to all. LEARNING TO LEARN 6/4/2020JPGILLIS@UMICH.EDU 20 Nancy Glock-Grueneich
  • 21.  The “structuring of ignorance” may be the most important work of formal education.  The one difficulty of the self-taught (school-taught, too!) is that they often don’t know what they don’t know.  Most of the content from school is soon forgotten.  The entire repertoire of human knowledge is now opening to us from all cultures and can be depicted in some form of representation. We can structure the disciplines of geography, history, anthropology, et cetera, to afford access and a learning road map (no pun intended) for every human being.  The map with Paris on it is forever an invitation that is not available to someone without that map. MAPPING HUMAN KNOWLEDGE 6/4/2020JPGILLIS@UMICH.EDU 21 Nancy Glock-Grueneich
  • 22.  “It progresses this way: we begin by getting students to answer questions we pose from material we’ve given them, and then questions we pose that take them beyond that material.  “Then we encourage them to ask their own increasingly comprehensive questions, and then to find answers to their questions (picking up research skills along the way).  “Then we teach them to question the answers and finally to question the questions.” CRITICAL THINKING Nancy Glock-Grueneich JPGILLIS@UMICH.EDU 226/4/2020
  • 23. DELIBERATIVE DISCOURSE Deliberative rhetoric (from the Greek- rhetor: orator, tekhne: art), also known as legislative rhetoric or deliberative discourse, is speech or writing that attempts to persuade an audience to take—or not take—some action. According to Aristotle, the deliberative is one of the three major branches of rhetoric. Having not only the will, but also the competence to work collaboratively, and to effectively involve everyone who is affected by them in the making of decisions or designs is the primary means to the future we seek. 6/4/2020JPGILLIS@UMICH.EDU 23 Nancy Glock-Grueneich Suppose that by higher learning we were now to mean “eliciting, enabling, and empowering our higher purpose?
  • 24.  At the root of truth, and freedom, is access. The American “land of opportunity” relates to access, and what I call the real estate of freedom.  The virtual world, simulation technology and gaming navigation could converge through information environments, as steps towards developing more real estates of freedom.  Imagine virtualizing any city and giving people the means to enable them to dream about what they would like to see in their cities, no matter how outrageous. You could encourage participation before, during, and after the building of an infrastructure, harnessing contributions from everyone who will be affected. COMMUNITIES OF COMMUNICATIONS Jason “JZ” Liszkiewicz JPGILLIS@UMICH.EDU 24 The pursuit of a strategic communications infrastructure that supports creative explorations and contributions from a diverse citizenry is an attainable goal of progress. 6/4/2020
  • 25. TOUGH CHOICES POLICY CONSENSUS SYSTEMS  Involving broad sectors of society in considering the competing interests, values, and tradeoffs in societal issues. The need to collaborate finally taught us the wisdom of practicing conflict resolution, conflict transformation, policy consensus, constructive confrontation, dialogue & deliberation, and the Golden Rule.  Inquiry teams constantly scan the environment and generate knowledge.  Weaving teams organize the knowledge by looking for patterns and connections.  Policy teams use the organized knowledge for deliberation and decisions.  Benchmark teams track the implementation and suggest changes. 6/4/2020JPGILLIS@UMICH.EDU 25 Peter & Trudy Johnson-Lenz
  • 26. “History tells us that systems are most fairly governed when there is an open and transparent dialogue between the people who make decisions and those who are affected by them. We believe history will one day show that this principle holds true for companies as well, and we're looking to moving in this direction with you.” Mark Zuckerberg, 2011  The evolution of the Internet has enabled millions of independent minds from around the world to coordinate their attention to form bottom-up (emergent) systems for media production, communication, and dialogue.  Some of the primary drivers of this new media landscape are online social networks, which have made participation in virtual communities a ubiquitous part of growing up in America and the world. Derek Lomas 6/4/2020JPGILLIS@UMICH.EDU 26
  • 27.  Millions of people are spending billions of leisure hours developing relationships with one another online, but it is rare that any academic, intellectual or thoughtful discussions on popular online social networks.  Why is it that social networks tend to inhibit users from interacting with their peers in a more substantive fashion? Five explanations: 1. The majority of people don’t seem to like having intellectual conversations, preferring gossip and playful banter. 2. People tend to conform to the norms of the site, and do what they see. 3. Attention saturation and social-media overload. 4. The structure of the site (profiles and comments, usually) is limiting for sustained discussions. 5. People use social networks to procrastinate, which is not conducive to productive discussion. SERIOUS ISSUES ONLINE? 6/4/2020JPGILLIS@UMICH.EDU 27 Derek Lomas
  • 28.  Since the lack of intellectual discourse seems to be a cultural trend, we should consider the problem of having the wealthiest youth in the world spending their time in ultimately barren pursuits. There are far too many serious issues in the world that could be solved, given the proper allocation of human attention.  “…And I still spend many of my days in a room, physically isolated. My mind, however, is linked with a worldwide collection of like-minded (and not so like- minded) souls: my virtual community.  “If the use of virtual communities turns out to answer a deep and compelling need in people, and not just snag onto a human foible like pinball or Pac-man, today’s online enclaves might grow into significant forces for the betterment of the world.” SERIOUS ISSUES ONLINE? 6/4/2020JPGILLIS@UMICH.EDU 28 Derek Lomas Howard Rheingold
  • 29. Stewart Brand “Since the summer of 1985, I’ve spent an average of 2 hours a day, 7 days a week, often when I travel, plugged into the WELL (Whole Earth ‘Lectronic Link) via a computer and a telephone line, exchanging information and playing with attention, becoming entangled In Real Life, with a growing network of similarly wired-in strangers I met in cyberspace. “I remember the first time I walked into a room full of people in real life (IRL) whose faces were completely unknown to me, but who knew many intimate details of my history, and whose stories I knew very well. I had contended with these people, shot the breeze around the electronic water cooler, shared alliances and formed bonds, fallen off my chair laughing with them, become livid with anger with these people, but I had not before seen their faces.” Howard Rheingoldhttps://www.theawl.com/2012/07/what-are-the-politics-of-the-internet/ 6/4/2020JPGILLIS@UMICH.EDU 29
  • 30.  “This ethos of personal freedom coexists with a digital environment dominated by huge, multinational, oligopolistic corporations: Google, Microsoft, Apple, Amazon, and Facebook.  “That they use their power to manipulate users for their own gain is unquestioned. But they say it is in our interest – the best thing will win out and innovators must be allowed to continue to innovate — which is to say that our objections to the actions of the powerful are simply an expression of an erroneous preference for lesser options.  “The internet has approached utopian status itself, a commune that never ends. Any problems will be solved (they say), generally by users getting together to fix it and then dispersing.  “We spend a lot of time concentrating on the instances when that did happen. We don’t generally pay attention to all the times when it didn’t.” 6/4/2020JPGILLIS@UMICH.EDU 30 by The Awl July 5, 2012 by Mike Barthel https://www.theawl.com/2012/07/what-are-the-politics-of-the-internet/ https://www.pewresearch.org/staff/michael-barthel/ Mike Barthel
  • 31. PRIVACY AND OPENNESS For those who fear… …the government – if the government wants to tap you, it will; …technology – contemplate the virtue of communication; …being pestered – “I have all my public information out there.” For those who… …don’t have time – hold the intention in mind – as you encounter switching points, choose those that lead to greater visibility. …believe serious work can’t happen this way – the Internet Engineering Task Force (IETF) working groups ALL have public lists. …fear embarrassing themselves – this is the 21st century, the Internet is old hat – if someone gets into an argument online, its just that. Who cares. Don’t let your fear control you. Lion Kimbro 6/4/2020JPGILLIS@UMICH.EDU 31
  • 32.  A set of systematically-organized information represents a complex conceptual system.  A complex conceptual system (non-linearly) coordinates at least two sets of formal (i.e., “if-then” or empirical) logics.  As a result, systematic conceptual systems are one-layer more complex than the “if-then” logics often used to explain things.  Thus, as used here, meta indicates a concept two layers more complex than those conceived at the level of if-then logics. 6/4/2020JPGILLIS@UMICH.EDU 32 LAYERS OF CONCEPTUAL COMPLEXITY Sara Nora Ross Throughout the evolution of life, metasystems have consistently increased living system complexity – the emergence of prokaryotes, eukaryotes, multicellularity, sexuality, societies, and superorganisms. These metasystems have emerged in a hierarchical and developmentally constrained nature through progressive and cooperative symbioses at various levels of biological organization. This means that previous metasystems act as structured platforms for the emergence of higher metasystems. (See Figure 1 – next cell) Cadell Last, Global Brain Institute https://jetpress.org/v25.1/last.htm
  • 33. LAYERS OF CONCEPTUAL COMPLEXITY Meta-systematic reasoning can coordinate boundary-spanning information and competing perspectives. It is also how numerous higher-order principles are formulated and applied in context. Sara Nora Ross 6/4/2020JPGILLIS@UMICH.EDU 33 (Figure 1)
  • 34.  They require more time, to integrate knowledge of formal and informal social, political, and economic systems. Their integral scope prevents “technical” problems from being regarded as “only needing technical fixes.”  They build a non-partisan meta-analysis to ensure an integral scope not governed by one ideology, diagnosis, or preferred solution.  Meta-approaches institutionalize awareness of deeply-systematic complexity and methods to deal with that complexity.  The fact that humans do not yet employ meta-approaches to address complex issues indicates a meta-problem! 6/4/2020JPGILLIS@UMICH.EDU 34 META-APPROACHES TO COMPLEX ISSUES (ANALYSES, POLICY-MAKING, DECISION-MAKING PROCESSES, COLLECTIVE PUBLIC ACTION) Sara Nora Ross
  • 35. FROM PYRAMIDAL CI TO GLOBAL CI  Evolution has provided humans with specific social skills based on collaboration and mutual support.  These skills reach their maximum effectiveness within small groups of ten to twenty people, but no more than that.  Well-trained small teams have: …transparency, a gift economy, a collective awareness, a polymorphic social structure, a high learning capacity, …a convergence of interest between the individual and the collective levels, …interactions characterized by human warmth, …and, above all, an excellent capability to handle complexity and the unexpected. 6/4/2020JPGILLIS@UMICH.EDU 35 Jean-François Noubel
  • 36. FROM PYRAMIDAL CI TO GLOBAL CI  How can the two limits of collective intelligence: (1) the number of participants, and (2) the distance separating them – be bypassed?  Our brain, our body, and our genetic code are the same as they were tens of thousands of years ago – yet all has changed.  The piece is played on another stage, the one of the noosphere – the mind – on which the “invisible” ecology of symbols, myths, knowledge, and beliefs is what organizes the social life, visible to our organic senses (biosphere).  Global-wisdom driven organizations might become possible in the near future. 6/4/2020JPGILLIS@UMICH.EDU 36 Jean-François Noubel
  • 37. COLLECTIVE INTELLIGENCE AS A DISCIPLINE  Matter, life, and mind – physiosphere, biosphere, and noosphere – are part of the huge evolutionary strides that animate the thought of this new millennium toward ever-more complexity and higher consciousness.  In this world everything is connected to everything, each thing possessing at the same time an inner dimension (that has to be interpreted), an outer dimension (that we perceive), an individual dimension (the agent), and a social dimension (the society).  Collective intelligence invents the tools for a universal governance (global, local, transversal, transcultural) while developing practical and immediate know-how for today’s organizations through an ethics of collaboration. 6/4/2020JPGILLIS@UMICH.EDU 37 Jean-François Noubel
  • 38. CULTIVATING COLLECTIVE INTELLIGENCE  While cognitive complexity is on the rise in business, technology and almost all dimensions of modern life, there’s an even stronger factor calling for CI in these areas.  It’s what Otto Scharmer calls “generative dialogue” addressing “generative complexity.”  Exposed to the conditions of increasing cognitive or generative complexity, an organization has to strengthen its nervous system, its network of conversations that matter, and connect its collective intelligence with the collective intelligences of neighboring players in the surrounding ecosystem.  This collective dialogue is a fundamental condition for emergent collective leadership. 6/4/2020JPGILLIS@UMICH.EDU 38 George Pór
  • 39. CULTIVATING COLLECTIVE INTELLIGENCE  What good is having a potential solution to a problem if the parts of that solution are distributed in the knowledge, faculties, and experience of a lot of players – without ways to integrate them?  Today’s epistemological crisis is not simply one of our numerous global crises, but rather a diagonal one that cuts across many of the others and is causal to their deepening.  Looking at collective intelligence as a capacity of human groups to evolve, we see a compound capacity and the cognitive dimension is a significant part of it. So are emotional intelligence, social intelligence, and spiritual intelligence.  “If you think the system works, ask someone for whom it doesn’t.” 6/4/2020JPGILLIS@UMICH.EDU 39 George Pór
  • 40. COLLECTIVE WISDOM  One form of collective intelligence tends to be wiser and more evolved than another if an authentic collective self (rather than a collective ego) drives it. “It is clear to most students of the field that a group of intelligent people will not necessarily manifest group intelligence. “Nor will a coalition of intelligent groups necessarily add up to an intelligent coalition. “Nor will making all organizations intelligent, by itself, produce a collectively intelligent society.”  “Wisdom characterizes any factor that facilitates greater positive engagement with more of the whole.” 6/4/2020JPGILLIS@UMICH.EDU 40 Tom Atlee Tom Atlee George Pór
  • 41. EMPOWERING INDIVIDUALS TOWARDS COLLECTIVITY  Current participatory systems are designed to invite online user contributions in one capacity, and to aggregate collective value in another capacity, but few environments focus on useful outcomes by moving participation towards meaningful and intelligent results.  It is currently only through the individual motivations of the participants that contributions originate. The whim of the individual drives the potential for collective intelligence online.  This is a problem because collective intelligence discourse must focus on the sweeping collaborative potential – not the nuances of individual behavior. 6/4/2020JPGILLIS@UMICH.EDU 41 Keith Hopper
  • 42. EMPOWERING INDIVIDUALS TOWARDS COLLECTIVITY  Understanding the “why’s?” of the individual’s behavior in a collective system helps determine the best design and adaptation of online systems to stimulate intelligent and specific outcomes.  It is counter-productive to “cajole” effective production, dictate behavior, and exploit contributions to participatory environments.  Empowering the individual creates beneficial outcomes and cultivates an environment where these contributions are most valuable.  It is also counter-productive to assume any one driving force. Steve Weber in The Success of Open Source and Yochai Benkler in The Wealth of Networks both highlight that no single motivation can explain voluntary peer production for all participants. 6/4/2020JPGILLIS@UMICH.EDU 42 Keith Hopper
  • 43. EMPOWERING INDIVIDUALS TOWARDS COLLECTIVITY  It seems counter-intuitive to focus on the behaviors of individual contributors when thinking collectively, but understanding individual behavior and motivation holds the most promise for designing participatory systems that yield significant results. Here’s some good practices:  Provide a “commons” or shared set of freely available resources which individuals can use without concern for waste or misuse.  Offer complete control, ownership, and attribution over what can be contributed, publically viewed, and used by others.  Offer levels of engagement so participation can grow and change over time.  Encourage playful experimentation by providing a safe environment.  Cultivate hope and possibility by helping individuals see potential outcomes and ways to take advantage of potential opportunities. 6/4/2020JPGILLIS@UMICH.EDU 43 Keith Hopper
  • 44. A SHARED WORLD MODEL  Through technology, humans will continue to contribute to the creation of a shared world model which will become richer, more accurate, and better than humans at understanding the patterns of the world.  Such a universal model will help drive decision-making at both the individual and collective levels.  This collectively generated model will allow humans to explore the experiential landscape without being burdened with vast amounts of cognitive and social effort to wade through  The world, for some reason, is not random. And it’s possible to capture all non- random information into patterns, and those patterns into models that can be connected with each other. 6/4/2020JPGILLIS@UMICH.EDU 44 Marko A. Rodriguez
  • 45. DIVERSITY IN ACTION  If the problem is simple, all individuals can solve the problem well. But as complexity increases, the expert typically has skills or information that increases his or her utility.  But at some threshold of complexity even the experts are challenged. Their utility declines after that point. (Figure 2 - next cell)  The notional (theoretical) curve for the collective (Figure 2) shows why many think that collective intelligence is important.  The author (Mauboussin, M. J.) did an extensive study of how the combined information from a collective of independent individuals can solve a hard problem better than the average individual, and often better than the best individual in the group. 6/4/2020JPGILLIS@UMICH.EDU 45 Mauboussin, M. J. (2006). More than you know: Finding financial wisdom in unconventional places. Columbia University Press Norman L. Johnson
  • 46. THE UTILITY OF THE EXPERT & THE COLLECTIVE Complexity Barriers Expert Collective Utility Simple Problem Complexity Complex 6/4/2020JPGILLIS@UMICH.EDU 46 Norman L. Johnson Mauboussin, M. J. (2006). More than you know: Finding financial wisdom in unconventional places. Columbia University Press
  • 47. COMPETITION AND COOPERATION  In studies of self-organizing systems, three different mechanisms for collective performance are observed and typically are sequential. 1. Formative: the group improves by the improvement of individual performance via competitive processes, 2. Synergistic: the group improves by the synergy of individual differences via diverse collective intelligence processes (see cells 42, 43), 3. Condensed: the group converges on an optimal solution, through cooperation and often codification.  In difficult problems, the synergy of the diverse group may never occur and the system will remain in the first stage.  In dynamic environments, the performance and robustness of the synergistic stage is a sweet spot. 6/4/2020JPGILLIS@UMICH.EDU 47 Norman L. Johnson
  • 48. IF THE INDIVIDUAL IS CLUELESS & THE COLLECTIVE SMART  The ant collective finds the shortest path to food even though the individual ant does not have the resources to know if their path is optimal.  The individual is contributing to a global collective solution – the shortest path – that cannot be understood by an individual ant.  This is a classic example of an emergent property commonly used in complexity studies: when a global property cannot be determined from knowledge of the components.  But because the individual ants cannot comprehend a shortest path, these systems also express emergent problem definition, where even the global problem definition is not understood at the individual level. 6/4/2020JPGILLIS@UMICH.EDU 48 Norman L. Johnson
  • 49. LEADERSHIP AND COLLECTIVE INTELLIGENCE  How can a leader be a leader if they defer their intelligence to the collective?  One way to make collective intelligence more acceptable is to position it as another form of leadership (notably to professional groups like physicians and scientists) because traditional forms of leadership are being challenged and a viable alternative is attractive.  “The concept of leadership has largely lost its value for the social sciences, although it remains indispensable to general discourse.” Cecil Gibb  This also aligns to a shift of leadership from power and structure to performance, and a shift from localized to a more distributed leadership. James K. Hazy & Jeffrey A. Goldstein  The degree of distribution is the number of individuals required for a leadership decision (the emphasis is on the decision and not the execution of the decision). Norman L. Johnson 6/4/2020JPGILLIS@UMICH.EDU 49
  • 50. Emergent localized leadership Structured localized leadership Emergent collective leadership Structured collective leadership Emergent leadership Structure-based leadership Localized Distributed Norman L. Johnson LEADERSHIP AND COLLECTIVE INTELLIGENCE How Leadership Arises Where Leadership Arises 6/4/2020JPGILLIS@UMICH.EDU 50 1 2 2. The shift from localized leadership to more distributed leadership. 2 1. The shift of the basis of leadership from power or structure (rules) to performance. 1 2. The combination of the two. 3 3
  • 51.  For the past 60 years, the Delphi multi-round survey procedure has been successfully used to aggregate expert opinions on future developments.  Experts iteratively and anonymously contribute insights working toward a combined collective view in an asynchronous process conducted through the mail.  The system is collectively intelligent in that it avoids groupthink and other cognitive biases occurring in face-to-face discussions. 1. Experts answer questionnaires in two or more rounds. 2. After each round, a facilitator provides an anonymous summary of the forecasts from the previous round as well as the reasons they provided. 3. Experts are encouraged to revise their earlier answers in light of the replies of other members. The range of the answers usually decreases and the group usually converges towards a "correct" answer. THE DELPHI METHOD 6/4/2020JPGILLIS@UMICH.EDU 51 Jennifer H. Watkins
  • 52. “As group size increases, productive collective intelligence becomes dramatically harder to achieve. Thus, ironically, even though larger groups offer the potential for exponential increases in collective intelligence, in practice the opposite is usually the case: the larger the teams get, the dumber they get. An entire industry of management consultants and facilitators exists because of these inefficiencies.” Nova Spivack 6/4/2020JPGILLIS@UMICH.EDU 52
  • 53. THE EMERGENCE OF A GLOBAL BRAIN  The most important technological, economic, and social development of the past decades is the emergence of a global computer-based communication network.  The web builds on the knowledge and intelligence of all of its users collectively, and it is gaining momentum.  The “Global Brain” is a metaphor for this emerging, collectively intelligent network that is formed by the people of this planet together with the computers, knowledge bases, and communication links that connect them together.  Similar to many mystical traditions, the idea holds the promise of an enhanced level of consciousness and synergy.  The “Global Brain” vision may hold a sense of belonging to a larger whole and an encompassing ecological purpose. 6/4/2020JPGILLIS@UMICH.EDU 53 Francis Heylighen
  • 54. THE EMERGENCE OF A GLOBAL BRAIN  Traditional (neo-)Darwinist theory notes the gradual, erratic, and non-directed logic of variation and natural selection.  “Major transitions” like the emergence of multicellular organisms out of single cells, or like societies out of individuals (in which components turn from selfish competitors to cooperating members of a collective) are difficult to achieve because they require sophisticated control systems to protect “the cooperative” from being exploited by “free riders.”  “Free riders” are those who profit from the efforts of others without investing anything in return.  But shared knowledge and culture aided by global communication technology can check free riders through an evolution that produces wider and deeper synergy up to a global level. 6/4/2020JPGILLIS@UMICH.EDU 54 Francis Heylighen
  • 55. THE EMERGENCE OF A GLOBAL BRAIN  Historically, the roles of writing, and money, and law, e.g. have evolved from “zero sum” competitions to “positive-sum” cooperation.  Unlike material resources, knowledge and information do not diminish by being shared with others (economists call this property “non-rivalry.”)  Since an intelligent web would make this sharing effortless and free, this enables a positive-sum interaction in which everyone gains.  The web plays here the role of a shared memory that collects, organizes, and makes available collective wisdom.  It achieves this without demanding anything from its users or contributors beyond what they would have had to invest if they were working on their own.  This removes any incentive for “free-riding.” 6/4/2020JPGILLIS@UMICH.EDU 55 Francis Heylighen
  • 56. MANAGING BETTER COLLECTIVE THINKING  H. G. Wells lamented the “enormous waste of human mental resources on poorly-thought-through schemes.” Democratic governments, he said, give authoritarian dictators their chance because of “a very slow, slack method of conducting human affairs.”  A solution would require “worldwide networks of thinking people,” and combine intelligence, action, and a better-educated and empowered public opinion.  When many minds are brought together something unexpected often happens, they discover creativity and intelligence that no one of them has alone.  New technologies can greatly empower collective intelligence but we need to give serious attention (which we haven’t) to online thinking skills. G. Parker Rossman 6/4/2020JPGILLIS@UMICH.EDU 56
  • 57. MANAGING BETTER COLLECTIVE THINKING  Across the centuries, as scholars thought about overwhelming complexity, they basically had two alternatives: (1) despair, or (2) oversimplify. The latter often leads to a loss of truth and/or the manipulation and twisting of knowledge.  Now a third alternative is seen as the Internet expands what scholars call “collective intelligence.” Computer networking can amplify collective intelligence to bring many minds together for deeper, creative, imaginative collective thinking on issues.  Pierre Lévy said that collective intelligence is the inevitable result of intelligent systems that are structurally coupled through electronic mediation. Connecting intelligences breeds collective intelligence and begins to monitor and correct its own behavior in a way analogous to the human nervous system. This is how collective intelligence moves beyond hardware engineering to social engineering. G. Parker Rossman 6/4/2020JPGILLIS@UMICH.EDU 57
  • 58. A PROCESS OF GENERATIONS  Network-empowered collective intelligence could create a turning point in human history that could reshape human thought at a level of comprehensiveness that has never before been possible.  Howard Rheingold speaks of a ‘grass-roots group mind’ and of “pioneering young infonauts who are beginning to take minds soaring in ways in which we still have only primitive glimpses.  To be able to observe the beginning of hypertext, fantasy amplifiers, and mind storms, he has said, is a bit like watching old films of the first flying machines. He has reminded us that when asked what television would be useful for, one inventor said it would be useful for nurses to monitor patients in hospitals. G. Parker Rossman 6/4/2020 58JPGILLIS@UMICH.EDU Howard
  • 59. A PROCESS OF GENERATIONS 6/4/2020 59 Ted Nelson Douglas Engelbart J. C. R. Licklider Vannevar Bush Tim Berners-Lee Pierre Lévy listed these five as “the great visionaries in the history of collective intelligence.” Parker Rossman JPGILLIS@UMICH.EDU
  • 60. COLLABORATIVE, DYNAMIC, CONTINUOUS 6/4/2020JPGILLIS@UMICH.EDU 60 Human System Tool System Capability Infrastructure A Core Business Activity B Improves A’s Capabilities C Improves B’s Capabilities Level II - Double loop • Generative learning • Underlying assumptions • Governing variables Level III – Deutero learning • Learning about learning • Meta-level interactions • Infrastructure improvements Level I - Single loop • Adaptive learning • Action strategies • Problem solving Chris Argyris & Donald Schön B Work: Reduce product-cycle time --to make faster, smarter, higher-quality A activities C Work: Reduce improvement-cycle time --to make faster, smarter, higher-quality B activities A Work: Product/service R & D, manufacturing, marketing, sales, accounting, etc. Douglas C. Engelbart “Bootstrapping” C.O.D.I.A.K.
  • 61. DYNAMICALLY EVOLVING KNOWLEDGE BASE  A result of this continuous knowledge process is a dynamically evolving knowledge base (as shown on the next cell) consisting of three primary knowledge domains: 1. Intelligence Collection: An alert project group, whether an A, B, or C activity, always keeps a watchful eye on its external environment – actively surveying, ingesting, and interacting with it. 2. Dialogue Records: Responding effectively to needs and opportunities involves a high degree of coordination and dialogue within and across project groups. An integrated library-like system is needed here for future searching and records management. 3. Knowledge Products: These domains, which are iteratively and collaboratively developed, represent the knowledge products of the project team and constitute both the current project status and a roadmap for implementation and deployment. 6/4/2020JPGILLIS@UMICH.EDU 61 Douglas C. Engelbart
  • 62. CONCURRENT DEVELOPMENT, INTEGRATION AND APPLICATION (OF KNOWLEDGE) •Memos •Status reports •Meeting minutes •Decision trails •Design rationale •Change requests •Commentary •Lessons learned •Needs/ possibilities •Bug reports •Field logs •Design reviews •Articles, books •Reports, papers •Proceedings •Brochures •Market surveys •Industry trends •Competition •Supplier info •Customer info •New technologies •New techniques •Trip reports •Proposals/Plans •Budgets •Legal contracts •Milestones •Timelines •Design specs •Product descriptions •Manufacturing Plans •Results •Field manuals •Open issues DIALOGUE RECORDS EXTERNAL INTELLIGENCE COLLECTION KNOWLEDGE PRODUCTS Douglas Engelbart C.O.D.I.A.K. 6/4/2020JPGILLIS@UMICH.EDU 62
  • 63. COLLABORATIVE, DYNAMIC, CONTINUOUS 6/4/2020JPGILLIS@UMICH.EDU 63 Human System Tool System Capability Infrastructure A Core Business Activity B Improves A’s Capabilities C Improves B’s Capabilities Douglas C. Engelbart A Core Business Activity B Improves A’s Capabilities C Improves B’s Capabilities A Core Business Activity B Improves A’s Capabilities C Improves B’s Capabilities C.O.D.I.A.K. Collaborative “C Community” Several organizations, each with A, B, and C activities, joining together at the C level to boost the B activities of the members and feed back to boost the C activities. Douglas Engelbart
  • 64. 64 TECHNOLOGIES CONNECTING EVERYTHING Outbound Logistics Procurement Technology Dev. Human Resource Mgmt Firm Infrastructure Marketing & Sales Operations (Mfg) Inbound Logistics After-Sale Service M A R G I N Transportation Mtl Handling Storage & Preservation Commo Sys Testing Info Sys Media Audio &Video Commo Sys Info Sys Process Machine Tool Mtl Handling Packaging Maintenance Building Design & Ops Transportation Mtl Handling Storage & Preservation Packaging Commo Sys Info Sys Diagnostic & Testing Commo Sys Info Sys Info Sys Technology Communication Sys Tech Transportation Sys Technology Product Tech Software Info Sys Computer-aided design Pilot Plant Training Motivation Research Info Systems Finance Planning Budget Office Michael Porter, Competitive Advantage Value Chain Technologies 6/4/2020JPGILLIS@UMICH.EDU
  • 65. “The good news is that competitive intelligence is improving, however slowly. The wide diffusion of text processing tools and the ready availability of digital content provide the raw material needed to extract intelligence from information. “There will be the inevitable stop-and-go-progress. At some point in the future, systems and information and users will come happily together. Our efforts are making this “better world a reality, so we can tackle the problems that demand resolution.” Stephen E. Arnold 6/4/2020JPGILLIS@UMICH.EDU 65
  • 66. SUSTAINABLE DEVELOPMENT GOALS (WE’RE WORKING ON IT) 1. No Poverty 2. Zero Hunger 3. Good Health and Well-being 4. Quality Education 5. Gender Equality 6. Clean Water and Sanitation 7. Affordable and Clean Energy 8. Decent Work and Economic Growth 9. Industry, Innovation, and Infrastructure 10. Reducing Inequality 11. Sustainable Cities and Communities 12. Responsible Consumption and Production 13. Climate Action 14. Life Below Water 15. Life On Land 16. Peace, Justice, and Strong Institutions 17. Partnerships for the Goals https://en.wikipedia.org/wiki/Millennium_Development_Goals https://en.wikipedia.org/wiki/Sustainable_Development_Goals 6/4/2020JPGILLIS@UMICH.EDU 66
  • 67. THE PEER-TO-PEER ECONOMY  Would we be better served if all of us were actively engaged as producers, distributors, and consumers?  The Europeans combine light and heat at the point of demand at all scales from micro to industrial, and are far more efficient than our centralized model. And their micro grids form mutual self-help and community security.  Another key resource we are currently mismanaging is the radio spectrum for communications. It could be managed as an abundance with Open Spectrum principles, cognitive radios, and dynamic mesh network technologies supporting a peer-to-peer spectrum utilization model.  We are blocked by the “patent system” of ownership. We need enable peer-to- peer mutual aid societies much akin to Ben Franklin’s 18th century creation of mutual insurance companies, fire departments and so forth. 6/4/2020JPGILLIS@UMICH.EDU 67 Jock Gill
  • 68. WHY OPEN SPECTRUM MATTERS  We are not in the Age of Information. We are not in the Age of the Internet. We are in the Age of Connection. The more and better those connections, the stronger our governments, businesses, sciences, cultures, and our education.  We are now on the verge of being able to connect to anyone and everyone, whenever and however we want. No gatekeepers. Ubiquitous connection. Connectedness that’s always there and always on. Spectrum is connection. David Weinberger 6/4/2020JPGILLIS@UMICH.EDU 68
  • 69. THE END OF THE BROADCAST NATION  Three advances past the old metaphors of pipes, property, interference, and consumption are: 1. Spread Spectrum: A signal generated with a particular bandwidth is deliberately spread in the frequency domain, resulting in a wider bandwidth. With *CDMA multiple users can transmit simultaneously in the same frequency band. 2. Information Theory: Spectrum is not carrying water in pipes, it’s carrying information, which is not a hard-edge good. Optimization for carrying information would look much different from what we have today. 3. The Internet: By focusing on open standards, the medium can become far more efficient and offer far greater capacity. And lowering the cost of access and connection unleashes innovation beyond any expectation. 6/4/2020JPGILLIS@UMICH.EDU 69 David Weinberger *https://www.lifewire.com/gsm-edge-cdma-tdma-578682
  • 70. “Long-term, we cannot predict the sort of innovation that will happen, any more than Marconi could have predicted Wi-Fi 100 years ago. Predictions range from ubiquitous access to ‘personal knowledge avatars’ to even Star Trek-style transporters “beaming us” across space. The only certainty is that our current predictions are inadequate to the reality that we will invent for ourselves.” 6/4/2020JPGILLIS@UMICH.EDU 70 David Weinberger
  • 71. MASS COLLABORATION AND OPEN SOURCE  Thomas Homer-Dixon talks about the gap between the seriousness of the many problems we face and our ability to generate solutions: the ingenuity gap.  There are collaborative tools and social modes that currently exist which could scale into mass collaborative problem-solving mechanisms.  If these systems are built, they can help us get traction on some of the world’s most pressing issues. Some initial thinking:  Bornstein, David. (2003). How to Change the World: Social Entrepreneurs and the Power of New Ideas. New York: Oxford University Press.  Segaran, Toby. (2007). Programming Collective Intelligence: Building Smart Web 2.0 Applications. O’Reilly & Associates.  Benkler, Yochai. (2006). The Wealth of Networks: How Social Production Transforms Markets and Freedom.  Homer-Dixon, Thomas. (2006). The Upside of Down: Catastrophe, Creativity, and the Renewal of Civilization. 6/4/2020JPGILLIS@UMICH.EDU 71 Mark Tovey
  • 72. THOMAS HOMER-DIXON  Homer-Dixon's research approach is highly interdisciplinary, including policy research on economics, environmental science, geography, cognitive science, social psychology, and complexity theory .  He addresses the root causes of social instability and conflict, and in particular the failure of societies to adapt;  His focus is on the intersections of the natural and social worlds, in particular with regard to environmental change, energy and complex adaptive systems; and in resolutely bringing research findings to the attention of policy makers and the public. https://fi.wikipedia.org/wiki/Thomas_Homer-Dixon 6/4/2020 72 Coming August 20, 2020 JPGILLIS@UMICH.EDU Thomas Homer-Dixon
  • 73. THOMAS HOMER-DIXON  Q? – With respect to online tools, what do you see as next steps beyond transmitting and sharing information?  TH-D – One thing we need to achieve is winnowing – we need to increase the signal to noise ratio. But it needs to be internally legitimate, in the sense that the community decides what ideas are going to be winnowed out, and what ideas are going to go to the next stage.  TH-D – And there needs to be a capacity to reduce the risk of hijacking, and sideline people who aren’t prepared to engage in a cumulative winnowed conversation over time about a particular problem.  TH-D – Experts certainly have a role, but they can hijack the agenda and deprive the whole process of legitimacy just because they have so much knowledge. An open-source environment is essential, but the relation between the experts and the lay people is critical. https://fi.wikipedia.org/wiki/Thomas_Homer-Dixon 6/4/2020 73JPGILLIS@UMICH.EDU
  • 74. THOMAS HOMER-DIXON  Q? – So I’m trying to picture an kind of large institution where we’ve had 1,000 people giving ideas and had them filtered and used in a way that is actually democratic. Any examples?  TH-D – It’s like the person working on the assembly line. Manufacturers have found that it’s important to provide some power on the line, so that people working on the fine-grained detail of the system (e.g. building cars) can say: “This set of procedures isn’t working, or this is a problem that’s costing us money, or it’s dangerous, or it’s reducing the quality of the end product, etc.”  TH-D – The underlying ontological assumption here is that there are emergent properties of these systems – that you can get a lot of people together, and if the institution is designed properly, the intelligence exhibited by the whole is larger than any one individual. 6/4/2020 74JPGILLIS@UMICH.EDU https://homerdixon.com/
  • 75. THOMAS HOMER-DIXON  Q? – How important do you think it is to have ways of seeing patterns that are not obvious? For instance, you talked about society acting “like a beast.”  TH-D – We’re not seeing positive emergence but “negative emergence”: the intelligence of the whole is less than any of the individuals. Our societies do behave like beasts, frequently – with no thought for the future, often extremely violently, with very little moral or ethical guidance or conscience, and what we want to do is reverse that.  TH-D – To me this is about institutional design – it’s fundamentally a collective action problem, The greatest things that humankind has ever accomplished have been achieved by an institutional design that gets people working in the same direction, in ways that are very creative, so that resources and ingenuity are effectively mobilized. 6/4/2020 75JPGILLIS@UMICH.EDU https://homerdixon.com/
  • 76. THOMAS HOMER-DIXON  Q? – What do you see as being some low-hanging fruit for individual action on these kinds of issues?  TH-D – One potentially tractable problem is to design better indicators of social well-being, (alternatives to GDP). We could beta-test an open source environment to explore the alternative indicators. We actually have a paper here about a methodology for comparing alternative social well-being indicators, looking at a large number of them.  TH-D – The concept is very complex, and maybe we could create one of these open-source environments where the whole is more than the sum of it’s parts; so that the whole is producing something much more valuable than any expert, or group of experts, or sub-cluster of people could produce. 6/4/2020 76JPGILLIS@UMICH.EDU https://homerdixon.com/
  • 77. LARGE-SCALE ARGUMENTATION  “Collective intelligence” is the synergistic channeling of the efforts of many minds to identifying and coming to consensus over responses to some complex challenge.  We can divide existing deliberation support technologies into three categories: (1) sharing tools, where individuals compete to provide content of value to the wider community; (2) funneling tools, where group opinions are consolidated into an aggregate judgment; and (3) argumentation tools, where groups define the space of issues, options, and tradeoffs for a given challenge.  By far the most commonly used are sharing tools which commonly suffer from poor signal-to-noise ratios and are notorious for producing repetitive and mixed-quality content. Sharing tools are ill- equipped for consensus. 6/4/2020JPGILLIS@UMICH.EDU 77 Mark Klein
  • 78. LARGE-SCALE ARGUMENTATION  Funneling tools: group decision-support systems, prediction markets, e-voting, etc. have proven effective at aggregating individual opinions into a consensus, but they provide little or no support for what the alternatives selected should be, or what their pros and cons are.  Argumentation tools fill this gap by helping groups define networks of issues (questions to be answered), options (alternative answers for a question), and arguments (statements that support or detract from some other statements).  “Every argument has at least two sides. But in the heat of battle many people present their own side of the argument as though there’s no alternative. But studies find that if you yourself present the counter-view and then refute it, you are then more likely to advance your own point of view.” https://www.spring.org.uk/ 6/4/2020JPGILLIS@UMICH.EDU 78 Mark Klein
  • 79. LARGE-SCALE ARGUMENTATION  “We instinctively understand that the safest course is to present only our own side, otherwise we risk losing traction with the audience. But if we bring up opposing arguments, then shoot them down, not only is the audience more likely to be swayed, we also see a boost in our credibility.”  This level of nuance underscores the complexity of argumentation at any level and highlights the difficulties of building systems that integrate sharing and argumentation technologies on a large scale.  A large-scale argumentation system must support a collective nonlinear optimization process, and our current systems are not structured in a way that will facilitate this level of dialogue. Getting the structure right is of critical concern.  Facebook, for example, allows a lot of back-and-forth, but no collective distillation (winnowing) and no “facilitated group approach” to argumentation.* https://www.spring.org.uk/ * John Gillis 6/4/2020JPGILLIS@UMICH.EDU 79 Mark Klein
  • 80. THE COLLABORATORIUM…MARK KLEIN, ET AL.  The Collaboratorium has basic functions (email, user home pages, watchlists, search functions, browse histories, etc.) and uses a “Discussion Forum” as the primary user interface.  It structurally addresses the fruitless “edit wars.” (divergent perspectives are not forced to compete for dominance in a single post.  It provides search tools that help users find the issue tree branches (and more active branches are displayed in a larger font).  Editors (selected based on argument-mapping skills and ability to maintain a content-neutral POV) are empowered to [re-]structure entries, if necessary.  A small cadre of domain experts creates an initial argument structure designed to present critical issues and options in an “intuitively-organized” way. This “skeleton” can then be fleshed out and modified by the full user community. 6/4/2020JPGILLIS@UMICH.EDU 80 Mark Klein
  • 82. THE COLLABORATORIUM…MARK KLEIN, ET AL.  In some ways large-scale systems have more potential than small-scale systems.  There is widespread disaffection with the signal-to-noise ratio of current tools for mediating large-scale deliberations.  It seems clear that the number of distinct issues, options, and arguments in a discussion will grow, after a certain point, much more slowly than the number of participants.  The qualitative increase in succinctness offered by an argumentation system at large scales may thus prove quite compelling. “The complexity of the problems facing mankind is growing faster than our ability to solve them.” Doug Engelbart 6/4/2020JPGILLIS@UMICH.EDU 82 https://cci.mit.edu/klein/ Mark Klein
  • 83. SCALING UP “OPEN PROBLEM SOLVING”  What would a sustainable open infrastructure dedicated to finding solutions to the world’s toughest problems look like?  It would have to lower boundaries to make more use of non-specialists.  It would have to be so much fun that using it becomes a natural and widely-accepted custom.  Though many of the requisite tools already exist, the various modes in which we can interact and leverage them effectively are just being invented. Hassan Masum & Mark Tovey 6/4/2020JPGILLIS@UMICH.EDU 83
  • 84. SCALING UP “OPEN PROBLEM SOLVING”  A home computer can now support distributed small-group collaboration in a variety of ways, such as information sharing, discussions, audio and video conferencing, and simultaneous editing.  Just as we are used to the idea of a debate or a lecture, we will become used to more complex modes of expression and idioms each with additional and different functionality, “feel,” and requirements. Hassan Masum & Mark Tovey 6/4/2020JPGILLIS@UMICH.EDU 84 Frederick van Amstel graphics
  • 85. 6/4/2020JPGILLIS@UMICH.EDU 85  ““Architecture for Humanity” was founded on April 6, 1999, by Cameron Sinclair and Kate Stohr in response to the need for immediate long-term shelter for returning refugees in Kosovo after the region's bloody conflict.  In 2005 it adopted an "open source" model and became the first organization in the world to utilize Creative Commons licensing system on a physical structure.  It has worked in 45 countries and over 2.8 million people now live, work, learn, gather and heal in 2,348 places helped by Architecture for Humanity.  In 2007,they launched Open Architecture Network, allowing architects, designers, innovators and community leaders to share innovative and sustainable ideas, designs and plans. In 2010, they acquired Worldchanging. https://www.curbed.com/2016/3/10/11192794/architecture-for-humanity-open-architecture-collaborative-rebrand Hassan Masum & Mark Tovey
  • 86. WORLDCHANGING 6/4/2020JPGILLIS@UMICH.EDU 86  The organization’s main office was closed down on January 1, 2015.  Among the causes for its closure are its inability to raise adequate funds after the novelty of its mission was no longer appealing. Another factor cited is that humanitarian shelter design was not considered a fundamental human right.  Architecture for Humanity had more than 60 chapters spanning many countries at its peak. In August 2008, members of Architecture for Humanity New York were declared New Yorkers of the Week by cable news network NY1.  After the bankruptcy of Architecture for Humanity in 2015, local chapters have formed a new organization: Open Architecture Collaborative. https://www.curbed.com/2016/3/10/11192794/architecture-for-humanity-open-architecture-collaborative-rebrand https://openarchcollab.org/ Hassan Masum & Mark Tovey
  • 87. “WorldChanging.com works from a simple premise: ...that the tools, models, and ideas for building a better future lie all around us. ...that plenty of people are working on tools for change, but the fields in which they work remain unconnected. ...that the motive, means, and opportunity for profound positive change are already present. ...that another world is not just possible, it’s here. We only need to put the pieces together.” https://en.wikipedia.org/wiki/Worldchanging 6/4/2020JPGILLIS@UMICH.EDU 87 Alex Steffen Executive Editor
  • 88. TENETS FOR SCALING UP COLLABORATION  A distributed process can decompose large problems into smaller ones.  A facilitated or moderated process that keeps people’s contributions constructive is crucial: the goal is to keep the discussion moving in a way which produces ever more results.  To keep people motivated and happy, let them self-select their participation and contribution. Offer multiple modes of interaction (e.g. in-person, electronic forum, open source idea generation). Having only one mode is like bringing a hammer as your only tool in trying to understand a problem you don’t understand.  Involve the stakeholders who make the decisions.  Approach large-scale problems in stages – get a handle on what’s going on, and then scale-up.  Social time is important, for food, bonding, and fortuitous interactions. 6/4/2020JPGILLIS@UMICH.EDU 88 Hassan Masum & Mark Tovey
  • 89. CREATING A PROSPEROUS WORLD AT PEACE The stakeholder approach of “resolving the conflicts among interested parties” is very different from the citizen-centered approach of “helping diverse citizens figure out the best policies, budgets, and candidates for their community or country.” Stakeholders should be “on tap” for their views and positions, but not “on top” for the final decision.  We the People cannot afford to put all our eggs in the basket of temporary leaders, no matter how inspiring they may be.  We need a sustainable collective capacity to make wiser choices that make sense to the vast majority of us. Tom Atlee 6/4/2020JPGILLIS@UMICH.EDU 89
  • 90. PEACE Our words go slowly out and the sun burns them before they can speak. It is as though the earth were tired of our talk and wanted peace, an end to promises, perhaps an end to us. Philip Levine, 7 Years from Somewhere: Poems (Athenium, 1979 6/4/2020JPGILLIS@UMICH.EDU 90 Jean-François Noubel Yochai Benkler Hassan Masum Mark Tovey Thomas W. Malone Tom Atlee Pierre Lévy Jerome C. Glenn & Theodore J. Gordon Craig Hamilton & Claire Zammit Peggy Holman G. Parker Rossman John Kesler Carole Schwinn & David Schwinn Robert Steele Nancy Glock-Grueneich Jason “JZ” Liszkiewicz Peter Johnson Lenz & Trudy Johnson-Lenz Derek Lomas Howard Rheingold Mike Barthel
  • 91. PEACE Our words go slowly out and the sun burns them before they can speak. It is as though the earth were tired of our talk and wanted peace, an end to promises, perhaps an end to us. Philip Levine, 7 Years from Somewhere: Poems (Athenium, 1979 6/4/2020JPGILLIS@UMICH.EDU 91 Lion Kimbro Sara Nora Ross George Pór Keith Hopper Marko A. Rodriguez Norman L. Johnson Pierre Lévy Jerome C. Glenn & Theodore J. Gordon Jennifer H. Watkins Nova Spivack Francis Heylighen Jim Rough J. C. R. Licklider Ted Nelson Vannevar Bush Tim Berners-Lee Douglas C. Engelbart Stephen E. Arnold Jock Gill David Weinberger Thomas Homer-Dixon Mark Klein Alex Steffen