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Technologies within
Transnational Social Activist Communities

An Ethnographic Study of the European Social Forum




                     Saqib Saeed, Markus Rohde, Volker Wulf
               Department of Information Systems and New Media
           University of Siegen, Hölderlinstr 3, 57076 Siegen, Germany




 Information Systems and New Media   C&T2009, July 25
 Prof. Dr. Volker Wulf
Organizational Field of Application

 Transnational networks of civil society organizations
 (CSOs), groups, movements and activists
       Loosely connected
       Volunteer-based
       Cultural and language diversity
       Limited financial and human resources
       Adhoc-setup, lacking well-organized and institutionalized
       structures




Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
R&D Objective

 Help to design appropriate technological support for
 transnational CSO networks




Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Research Questions

 What requirements do CSO networks address to
 technological support?
 How do transnational CSO networks interact with
 technology?
 How is their technological infrastructure developed
 and appropriated?
 What are the main problems that transnational CSO
 networks face with regard to computer-mediated
 communication/cooperation?



Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Research Program

 Understand the social practice of transnational CSO
 networking
 Understand the state of the art of technological
 infrastructure
 Derive design requirements
 Develop prototypes
 Evaluate use of prototypes in the social practice
 Re-design if necessary




Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Research Program

 Understand the social practice of transnational CSO
 networking
 Understand the state of the art of technological
 infrastructure
 Derive design requirements
 Develop prototypes
 Evaluate use of prototypes in the social practice
 Re-design if necessary




Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Social Forums
 World Social Forum (WSF) process:
    initiated in 2001 as a counterpart to the World Economic
    Forum
    The largest communication space for the alter-globalization
    movement (for global justice)
    „Another world is possible!“
 Local, national, regional, global forums with independent
 organizing processes
 networks of NGOs, labour organizations, trade unions, social
 movements and grass-roots activists
 Non-hierarchical structures, absence of central leadership and
 well-organized institutions
 Decision-making by consensus


Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
History of Social Forums
 9 Annual World Social Forum (WSF) Events
     Central locations, policentric events, global call for action
     Between 12,000 to 155,000 attendees, thousands
     organizations, more than 130 countries
 5 (Bi-) Annual European Social Forum (ESF) Events since 2002
     Central locations                                 st
                                                   1 European Social Forum
     Up to 60,000 attendees,                       Florence, Italy 2002

     hundreds of participating                         nd
                                                   2 European Social Forum
                                                   Paris, France 2003
     organizations
 5th European Social Forum,                            rd
                                                   3 European Social Forum
                                                   London, UK 2004
 17th-21st September 2008
 (ESF 2008) in Malmo, Sweden                           th
                                                   4 European Social Forum
                                                   Athens, Greece 2006
 13,000 participants
                                                       5th European Social Forum
                                                       Malmo, Sweden 2008



Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Social Forums: Field of Application
Social Forums: Events and Organizations/Committees

  World Social                Regional SF:                 National SF:               City/District
  Forum                                                                               Social Forums
                              European,                    German, Italian,
                              African, Asian,              Indian, United             State/Provincial
                              American etc.                States etc.                Social Forums
                              Social Forums                Social Forums
                                                                                      Thematic
                                                                                      Social Forums


                                           Self-organize and participate




Activists
                                                                                                           local
and            Individuals            Groups        Organizations          Networks    Movements
                                                                                                        regional
Networks                                                                                                national
                                                                                                   international


      Information Systems and New Media           C&T2009, July 25
      Prof. Dr. Volker Wulf
Social Forums: Field of Application
Social Forums: Events and Organizations

  World Social                Regional SF:                 National SF:               City/District
  Forum                                                                               Social Forums
                              European,                    German, Italian,
                              African, Asian,              Indian, United             State/Provincial
                              American etc.                States etc.                Social Forums
                              Social Forums                Social Forums
                                                                                      Thematic
                                                                                      Social Forums


                                           Self-organize and participate




Activists
                                                                                                           local
and            Individuals            Groups        Organizations          Networks    Movements
                                                                                                        regional
Networks                                                                                                national
                                                                                                   international


      Information Systems and New Media           C&T2009, July 25
      Prof. Dr. Volker Wulf
Social Forums: Field of Application
Social Forums: Events and Organizations

  World Social                Regional SF:                 National SF:               City/District
  Forum                                                                               Social Forums
                              European,                    German, Italian,
                              African, Asian,              Indian, United             State/Provincial
                              American etc.                States etc.                Social Forums
                              Social Forums                Social Forums
                                                                                      Thematic
                                                                                      Social Forums


                                           Self-organize and participate




Activists
                                                                                                           local
and            Individuals            Groups        Organizations          Networks    Movements
                                                                                                        regional
Networks                                                                                                national
                                                                                                   international


      Information Systems and New Media           C&T2009, July 25
      Prof. Dr. Volker Wulf
Organizing Structure of ESF 2008

•European Preparatory Assembley (EPA)
   •Babels(volunteering interpreters)
   •Web-Team (volunteers for IT mangement)
   •Networks (specialized thematic groups)

•Nordic Organizing Committe (NOC)
   •139  member organizations
   •11 Working Groups
   •Board (financial matters)
   •Office
   •Coordination Group




  Information Systems and New Media   C&T2009, July 25
  Prof. Dr. Volker Wulf
Organizing Structure of ESF 2008

                     NOC
                                                                            Babels
                                                                                        EPA
       139 Member Organizations
                                       Coor-
   Board             Office           dination
                                       Group
                                                              Experts



                                                                               Net-
                                                       ALIS
                                                       Program                works
                                                       Fundraising
         11 Working Groups                             Demonstration
                                                       Information                    Web-
                                                       Culture                        Team
                                                       Logistics
                                                       Mobilization
                                                       Volunteers
                                                       Interpretations
                                                       Contact Group for
                                                       Europe & the World


  Information Systems and New Media              C&T2009, July 25
  Prof. Dr. Volker Wulf
Technological Infrastructure

 Central Website (official information)
 Event Website (event information)
 OpenESF Website (Collaborative tool, Project Workspaces,
 Wikis, Mailing lists)
 Mailing lists (communication at the European level)

 Self-organized resources (volunteers/activists/participants):
    MySpace
    Facebook
    Youtube
    Twitter
    … etc.


Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
ESF Website


 Central Website
 (official information)




Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Event Website ESF 2008


 Event Website
 (official information on
 the recent ESF event)




Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Open ESF platform


 Open ESF
 (communication platform)




Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Research Methods


 Participant Observations at EPA/NOC meetings
 (Berlin, Malmo)
 Online Skype Meetings (3)
 Semi-structured interviews (14)
       4 members of the organizing committee (NOC)
       4 members of the “web-team”
       4 social activists who organized workshops
       2 social activists who attended the event
 Analysis of Websites and Mailing Lists


Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Development of the Event Website

 2008 Event Website (Registration of activities, Merging,
 Event information, Publishing the Program, Storing outcomes)
    Company volunteering to develop the website
    Previous website (2006 event) was developed using Plone
    and the company developers were not familiar with Plone, so
    they started from the scratch
    Problems with the software company
    Communication problems, requirements, limited resources
    Thus, the 2008 Event Website was developed by extending
    the previous forum (2006) website by a hired developer from
    the web-team



Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Selection of Themes
 From Sept. to Nov. 2007 there were collected 70
 suggestions for thematic initiatives through the event
 website
 NOC combined these suggestions in 7 thematic
 clusters/categories
 EPA meeting in November 2007 in Istanbul (Turkey)
 rejected these categories
 Discussion at the EPA meeting in January 2008 in
 Paris and February 2008 in Berlin
 Nine themes finalized
 In April 2008 a 10th category was added as a residual
 category

Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Activities Merging Process
 800 activities were proposed on the event website until
 June 2008, each was given a code number
 Merging to 200 in order to reduce the coordination
 complexity and due to limited resources
 Each theme having 1 coordinator and volunteers
 supporting the merging process
       Users were given options/suggestions for merging based on
       similarities in proposed activities
       Communication by phone, fax, e-mail, lists, skype etc.
       Data extracted in excel files
       Merging through the event website, new code numbers for
       merged activities, activities got lost
       Mismatch between actual web-database and excel files

Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Mobilization
  Proposed target: 20,000 attendees
  2 Mobilization Groups
        Contact Group for Europe and the World (European mobilization)
        Mobilization Group (Swedish)
  Communication
        Physical Meeting
        Telephone Conferences
        Mailing lists
        Facebook group
  Mobilization resulted in 13,000 attendees
        Financial problems
        Misunderstandings with the Athens 2006 mobilization group
        Free-rider problem


Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Preparing Activities

 One activity, many organizers (due to merging)
 Some workshops used OpenESF to plan, others did
 not, using e-mail or telcos instead
 Difficulties in using the OpenESF platform
       Difficulties in access (e.g., due to the war in Georgia)
       Deficiency of IT skills
       Language barriers
       Manyfold negotiation processes
       Existing network structures and alternative communication
       infrastructures and habits/practices



Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Documenting Outcomes

 Lacking official outcomes (general reader,
 proceedings etc.)
 Objective for ESF: open space for networking and
 planning on common actions for the future
 Event website used to record outcomes very
 unstructured (some initiatives, some networks
 started, some statements agreed with other
 organizations)
 Web-based form to report (43 initiatives published a
 form)


Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Discussion
 Highly complex interaction processes
       Heterogeneous infrastructure and communication/use habits
       Diversity of skills, languages and cultures, expectations and
       experiences
       Diversity of organizational structures
 Knowledge Transfer/Expertise Sharing
       From one event to the next
       Between EPA and event committee (NOC)
       Between ESF and other local, national and regional SFs and the
       WSF
       Between working groups, participants etc. in general




Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Discussion
 Perception of Technology
       Scepticism: technocracy, replacing physical interaction
       Digital divide
 Needs for technological infrastructure
       Standardization of technology
       Sustainability
       Decentralized web sources, platforms, mailing lists etc.
       Search & Find problem
       Lacking integration concept
 Common culture of information sharing and usage of
 ICT infrastructure
 Limited resources and training facilities
 (e.g. provided by peers)

Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Conclusion and Future Work

 Need for a better understanding of the social practice
 of transnational CSO networks
 Body of knowledge on technology support for this
 specific kind of ad-hoc communities
 Definition of design requirements
 Participatory design of prototypical systems
 Evaluation in practice

 Ongoing research with respect to ESF, DSF, WSF


Information Systems and New Media   C&T2009, July 25
Prof. Dr. Volker Wulf
Thanks for your attention!




                                  Markus Rohde
                           markus.rohde@uni-siegen.de
                         http://www.wineme.uni-siegen.de




Information Systems and New Media    C&T2009, July 25
Prof. Dr. Volker Wulf

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Rohde Transnational Social Activist Communities

  • 1. Technologies within Transnational Social Activist Communities An Ethnographic Study of the European Social Forum Saqib Saeed, Markus Rohde, Volker Wulf Department of Information Systems and New Media University of Siegen, Hölderlinstr 3, 57076 Siegen, Germany Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 2. Organizational Field of Application Transnational networks of civil society organizations (CSOs), groups, movements and activists Loosely connected Volunteer-based Cultural and language diversity Limited financial and human resources Adhoc-setup, lacking well-organized and institutionalized structures Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 3. R&D Objective Help to design appropriate technological support for transnational CSO networks Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 4. Research Questions What requirements do CSO networks address to technological support? How do transnational CSO networks interact with technology? How is their technological infrastructure developed and appropriated? What are the main problems that transnational CSO networks face with regard to computer-mediated communication/cooperation? Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 5. Research Program Understand the social practice of transnational CSO networking Understand the state of the art of technological infrastructure Derive design requirements Develop prototypes Evaluate use of prototypes in the social practice Re-design if necessary Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 6. Research Program Understand the social practice of transnational CSO networking Understand the state of the art of technological infrastructure Derive design requirements Develop prototypes Evaluate use of prototypes in the social practice Re-design if necessary Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 7. Social Forums World Social Forum (WSF) process: initiated in 2001 as a counterpart to the World Economic Forum The largest communication space for the alter-globalization movement (for global justice) „Another world is possible!“ Local, national, regional, global forums with independent organizing processes networks of NGOs, labour organizations, trade unions, social movements and grass-roots activists Non-hierarchical structures, absence of central leadership and well-organized institutions Decision-making by consensus Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 8. History of Social Forums 9 Annual World Social Forum (WSF) Events Central locations, policentric events, global call for action Between 12,000 to 155,000 attendees, thousands organizations, more than 130 countries 5 (Bi-) Annual European Social Forum (ESF) Events since 2002 Central locations st 1 European Social Forum Up to 60,000 attendees, Florence, Italy 2002 hundreds of participating nd 2 European Social Forum Paris, France 2003 organizations 5th European Social Forum, rd 3 European Social Forum London, UK 2004 17th-21st September 2008 (ESF 2008) in Malmo, Sweden th 4 European Social Forum Athens, Greece 2006 13,000 participants 5th European Social Forum Malmo, Sweden 2008 Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 9. Social Forums: Field of Application Social Forums: Events and Organizations/Committees World Social Regional SF: National SF: City/District Forum Social Forums European, German, Italian, African, Asian, Indian, United State/Provincial American etc. States etc. Social Forums Social Forums Social Forums Thematic Social Forums Self-organize and participate Activists local and Individuals Groups Organizations Networks Movements regional Networks national international Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 10. Social Forums: Field of Application Social Forums: Events and Organizations World Social Regional SF: National SF: City/District Forum Social Forums European, German, Italian, African, Asian, Indian, United State/Provincial American etc. States etc. Social Forums Social Forums Social Forums Thematic Social Forums Self-organize and participate Activists local and Individuals Groups Organizations Networks Movements regional Networks national international Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 11. Social Forums: Field of Application Social Forums: Events and Organizations World Social Regional SF: National SF: City/District Forum Social Forums European, German, Italian, African, Asian, Indian, United State/Provincial American etc. States etc. Social Forums Social Forums Social Forums Thematic Social Forums Self-organize and participate Activists local and Individuals Groups Organizations Networks Movements regional Networks national international Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 12. Organizing Structure of ESF 2008 •European Preparatory Assembley (EPA) •Babels(volunteering interpreters) •Web-Team (volunteers for IT mangement) •Networks (specialized thematic groups) •Nordic Organizing Committe (NOC) •139 member organizations •11 Working Groups •Board (financial matters) •Office •Coordination Group Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 13. Organizing Structure of ESF 2008 NOC Babels EPA 139 Member Organizations Coor- Board Office dination Group Experts Net- ALIS Program works Fundraising 11 Working Groups Demonstration Information Web- Culture Team Logistics Mobilization Volunteers Interpretations Contact Group for Europe & the World Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 14. Technological Infrastructure Central Website (official information) Event Website (event information) OpenESF Website (Collaborative tool, Project Workspaces, Wikis, Mailing lists) Mailing lists (communication at the European level) Self-organized resources (volunteers/activists/participants): MySpace Facebook Youtube Twitter … etc. Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 15. ESF Website Central Website (official information) Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 16. Event Website ESF 2008 Event Website (official information on the recent ESF event) Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 17. Open ESF platform Open ESF (communication platform) Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 18. Research Methods Participant Observations at EPA/NOC meetings (Berlin, Malmo) Online Skype Meetings (3) Semi-structured interviews (14) 4 members of the organizing committee (NOC) 4 members of the “web-team” 4 social activists who organized workshops 2 social activists who attended the event Analysis of Websites and Mailing Lists Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 19. Development of the Event Website 2008 Event Website (Registration of activities, Merging, Event information, Publishing the Program, Storing outcomes) Company volunteering to develop the website Previous website (2006 event) was developed using Plone and the company developers were not familiar with Plone, so they started from the scratch Problems with the software company Communication problems, requirements, limited resources Thus, the 2008 Event Website was developed by extending the previous forum (2006) website by a hired developer from the web-team Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 20. Selection of Themes From Sept. to Nov. 2007 there were collected 70 suggestions for thematic initiatives through the event website NOC combined these suggestions in 7 thematic clusters/categories EPA meeting in November 2007 in Istanbul (Turkey) rejected these categories Discussion at the EPA meeting in January 2008 in Paris and February 2008 in Berlin Nine themes finalized In April 2008 a 10th category was added as a residual category Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 21. Activities Merging Process 800 activities were proposed on the event website until June 2008, each was given a code number Merging to 200 in order to reduce the coordination complexity and due to limited resources Each theme having 1 coordinator and volunteers supporting the merging process Users were given options/suggestions for merging based on similarities in proposed activities Communication by phone, fax, e-mail, lists, skype etc. Data extracted in excel files Merging through the event website, new code numbers for merged activities, activities got lost Mismatch between actual web-database and excel files Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 22. Mobilization Proposed target: 20,000 attendees 2 Mobilization Groups Contact Group for Europe and the World (European mobilization) Mobilization Group (Swedish) Communication Physical Meeting Telephone Conferences Mailing lists Facebook group Mobilization resulted in 13,000 attendees Financial problems Misunderstandings with the Athens 2006 mobilization group Free-rider problem Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 23. Preparing Activities One activity, many organizers (due to merging) Some workshops used OpenESF to plan, others did not, using e-mail or telcos instead Difficulties in using the OpenESF platform Difficulties in access (e.g., due to the war in Georgia) Deficiency of IT skills Language barriers Manyfold negotiation processes Existing network structures and alternative communication infrastructures and habits/practices Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 24. Documenting Outcomes Lacking official outcomes (general reader, proceedings etc.) Objective for ESF: open space for networking and planning on common actions for the future Event website used to record outcomes very unstructured (some initiatives, some networks started, some statements agreed with other organizations) Web-based form to report (43 initiatives published a form) Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 25. Discussion Highly complex interaction processes Heterogeneous infrastructure and communication/use habits Diversity of skills, languages and cultures, expectations and experiences Diversity of organizational structures Knowledge Transfer/Expertise Sharing From one event to the next Between EPA and event committee (NOC) Between ESF and other local, national and regional SFs and the WSF Between working groups, participants etc. in general Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 26. Discussion Perception of Technology Scepticism: technocracy, replacing physical interaction Digital divide Needs for technological infrastructure Standardization of technology Sustainability Decentralized web sources, platforms, mailing lists etc. Search & Find problem Lacking integration concept Common culture of information sharing and usage of ICT infrastructure Limited resources and training facilities (e.g. provided by peers) Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 27. Conclusion and Future Work Need for a better understanding of the social practice of transnational CSO networks Body of knowledge on technology support for this specific kind of ad-hoc communities Definition of design requirements Participatory design of prototypical systems Evaluation in practice Ongoing research with respect to ESF, DSF, WSF Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf
  • 28. Thanks for your attention! Markus Rohde markus.rohde@uni-siegen.de http://www.wineme.uni-siegen.de Information Systems and New Media C&T2009, July 25 Prof. Dr. Volker Wulf