Research
What am I opening? (Dissertating in the Open)
I’ve been doing some reading this week on what it means to dissertate in the open, and as there are many different ways to do it, I thought I would talk quickly about my plans moving forward.
First, here are some of the sources informing my ideas:
- Dissertating in the Open by Laura Gogia
- Granularities of the Open Dissertation by Laura Gogia
- The Integration of Web Culture into Higher Education by Laura Gogia
- Opening the Dissertation by Bonnie Stewart
- Shifting my research question by Rebecca J. Hogue
- The Open Dissertation by Maha Bali
Laura Gogia’s visual article and post on granularities sum it up best. I can open up my dissertation process and/or my dissertation content, using a variety of tools. So far, I’ve done a combination of both: I’ve offered insight into the process and shared documents such as my literature review, prospectus, and proposal.
For now, I’m going to focus on sharing process. I will come back around to content, especially as I want to share my research with cosplayers, but my primary audience right now is other researchers - especially doctoral students and early career researchers.
To that end, I will be blogging my process memos. In the course of working on my PhD, I’ve discovered it’s far too easy to forget how we got to a certain point, so I’m going to keep daily process memos about the work I did that day. I’ll probably be a day behind in posting them, since I’ll write them at the end of my workday. So you’ll see today’s process memo on Monday.
Have a lovely weekend!
Dissertating in the Open: Beginning to Set Up a Data Collection Structure
I’ve been trying to establish my data collection/analysis workflow and I’m running into the age-old problem with qualitative research: you don’t really know what you need until you’re in the middle of it.
One of the things I heard repeatedly from professors was that the difference between quantitative and qualitative research wasn’t how much work you would do, but at which end of the process you would do it. Quantitative research requires a lot of up-front work, designing surveys or experiments, etc. , but analysis can go pretty quickly as long as you already know which statistical tests you need. Qualitative research requires a lot of work in the analysis stage, and the beginning of the design process is a little more free-flowing and improvisational.
(She said, thinking about her detailed interview and observation protocols and meticulous research design…)
I’m the kind of person who likes to have structures in place ahead of time so that when I’m in a thing I can just do it. If I don’t get those structures in place, I can be a bit of a mess. For example - life example, not work example - if I don’t do all of my pill-sorting at the beginning of the week, there is an almost 0% chance that I will take anything besides my prescription medications. (I take 24 pills a day, when prescriptions and supplements are added together.)
So I wanted to have a data collection structure in place, so that my data would not become a mess.
I realized, though, that creating an elaborate data collection structure was a form of productive procrastination. After all of the complaining I’ve done about being ready to start on my own research, though, I really ought to get down to it.
I settled on only setting up the data collection structure for the first phase of my research, sustained, systematic observation. I gave myself permission to work exclusively on that for a couple of weeks before I design the next set of structures.
I’m going to start on that tomorrow, and my plan is to write a blog post about that process in hopes of helping future scholars who might use connective and affinity space ethnography.
Dissertating in the Open: Writing and Defending the Dissertation Proposal
I successfully defended my dissertation proposal on February 3, 2020.
I have one huge piece of advice for writing your dissertation proposal: buy or borrow Research Design: Qualitative, Quantitative, and Mixed Methods Approaches by John W. Creswell and J. David Creswell, and do what it says. It will guide you through the proposal-writing process down to the sentence level. It is expensive. It is worth it. It is the most useful graduate school textbook I’ve ever bought.
It’s possible you’ll discover at this point that you haven’t made as many decisions about your methods as you thought you had. That’s fine. Make them now.
For example, I realized that I had no idea where online I wanted to do my observation. This stalled me out for a few days, until I remembered that figuring that out was the whole point of the sustained, systematic observation part of affinity space ethnography (PDF). So I wrote about how I didn’t know that yet, about how my design is emergent, and about how I imagined that observation might play out.
In November and December 2019, I wrote the first draft of my dissertation proposal. I submitted it to my committee ahead of my comps, so they were able to quickly peruse it and offer me some feedback during the oral exam.
At first, some of the feedback overwhelmed me. Dr. Casey Rawson suggested that rather than a wide-scale ethnographic approach, I might take a case study approach, following just a few cosplayers through their process and attending to their information practices. This was an intriguing possibility, but the logistics overwhelmed me, as I’d have to know a few cosplayers well enough that they would allow me to actually physically be with them throughout their process, plus I would have to manage the time (i.e., childcare) to actually be with them. I decided that this was a cool idea, but it was a different study than my dissertation, so I ended up putting it in my suggestions for future research in the second draft of my dissertation proposal. Now I had a research program, not just one study.
I sent this second draft to my committee right before the winter holidays, starting the clock on the 30 days I was required to give them with the proposal before the proposal defense. We scheduled the defense for February 3, and I spent January creating my proposal defense slides. (As always, if you are a cosplayer whose photo I used and you would like it removed, please let me know and I’ll oblige ASAP.)
As I was working on the slides, I read through the proposal and asked myself what questions I would ask if I were a committee member, and then set out to answer them in the slides.
First, I realized that there were some terms I mentioned in the proposal and had defined in the literature review, but that probably needed to be defined again at the proposal defense:
- Collective intelligence
- Information literacy
- Affinity space
- Blended affinity space
- Constellation of information
Then, I realized that my research methods were still not as detailed as I would like. I wanted to be able to show the committee what my research would actually look like, in practice. I remembered that for my theory development class, I had created a grounded theory proposal and included sample data that I had actually coded. I decided to do something similar for this presentation.
First, I demonstrated what the sustained, systematic observation would look like, using a librarian-recommended cosplay resource as my starting point. I created a specific observation protocol for this stage based on the affinity space ethnography literature, and applied that observation protocol to the resource. I evaluated that resource to determine if it was information-rich, and it was. I followed links out from it to other resources, evaluating them as well. I determined that the original resource was information-rich, and showed what it would look like to pull down data (in this case, YouTube comments) and code them using both my information literacy and collective intelligence coding schemes.
I put all of this stuff in my slides:
(I’ll say it again: if you are a cosplayer whose photo I used and you would like it removed, please let me know and I’ll oblige ASAP.)
The proposal defense went really well. I felt very prepared, having done all of this. My committee members said it was a thorough proposal and appreciated the demonstration of the methods. They also gave me several helpful suggestions for revising the proposal further before I submitted it to the Institutional Review Board. I submitted my final dissertation proposal to the review board on February 5, and a copy of it went to the SILS library, as well.
After one round of revisions and one correction of a typo, my IRB application was approved and determined exempt from further review. Time to get to work!
Starting to create a data collection/analysis workflow... Not there yet.
Most of my blogging has been micro this month, which is appropriate since I’m hosting my blog on micro.blog now. It has really made a difference in my comfort level and ease-of-blogging; much lighter weight than WordPress. I don’t feel like I have to have a 1000+ word essay to bother posting (obviously).
I do want to get back into longer form, though. The reason I haven’t this month is because at the beginning of the month I was getting ready for my dissertation proposal defense. As soon as I passed that, I had to write my Institutional Review Board application. Once that was done, I had to write an application for a dissertation completion fellowship. And then when that was done, the IRB application came back with 7 revisions I needed to make. I did that this morning.
I didn’t think all this stuff would take 3 weeks. I thought it would be done in the first week of the month, that I’d sail through IRB (more the fool me!), and then be doing data collection already. I also thought that during that brief wait from IRB application to IRB approval (again, haha, brief, apparently they’re moving very slowly lately), I’d come up with a beautiful data collection and analysis workflow.
Let me tell you what. Based on my quick Googling and visiting my favorite resources on academic writing (okay, my one favorite, Raul Pacheco-Vega’s blog) and my lit review, people really don’t want to share the nitty gritty details of their qual data collection workflow/process. Usually, when I bump up against something like this, my instinct is to then be radically open with my own process and create a resource other people can use so they don’t have this problem. (See: the Intellectual Freedom Toolkit I created with W. when there was a book challenge at the school library where I worked.)
But, well, for now, I’m at a loss as to where to start. I went back to my syllabi for what we call babydocs at SILS, and it had some good stuff for navigating the early part of a PhD, but not as much project management lit as I would have liked. I’ll dig into my qual methods course syllabi next, but I suspect they won’t offer much either.
Everybody wants to tell you: 1. why a given research design is appropriate 2. big picture how to do those methods And of course those are SUPER IMPORTANT!
But whoever is writing about like… Where they put their memos, and stuff - how they organize their workday when they’re doing fieldwork - esp. virtual fieldwork - well, I haven’t found those people yet. I’m sure someone must be writing about it. Not sure how much time I’ll spend before developing my own systems.
Here’s what I’ve got so far:
- I’ll probably take field notes in my personal physical notebook, originally.
- Then I’ll transcribe those into MaxQDA I guess?
- I’ll use a digital recorder to record interviews and panels, then import and transcribe those in MaxQDA, too.
- MaxQDA has space for coding memos, but I don’t know if there’s good spots in there for reflective memos, so I need to check into that. (Also I’m thoroughly pissed at myself that I can’t find my favorite qual research textbooks - Goodall’s Writing the New Ethnography and Coffey and Atkinson’s Making Sense of Qualitative Data. I might need to do some deep decluttering in the next week or so to try to track them down.) If MaxQDA doesn’t have a good spot for coding memos, I guess I’ll write reflective memos in… I don’t know. Word? I might do it in Scrivener though.
- I’m definitely going to read some advice on dissertating with Scrivener.
- I think I can pull webpages into MaxQDA, too, so that will be helpful.
Anyway. None of this process is helped by an extreme lack of sleep and hormones running wild, so. Might just call today a win with the whole IRB resubmission thing and cut myself a break.
Anyway, soon, I’m planning to write a proper Dissertating in the Open post about writing and defending your dissertation proposal, so stay tuned!
I was trying to figure out how to scrape data from YouTube for my dissertation & then I remembered I have MaxQDA which will do it for me & now I’m looking @ 410 comments for 1 video that were downloaded automatically in less than a minute & it’s so beautiful I might cry.
Okay but WHY a PhD? And what next?
Sometimes I ask myself why I’m doing a PhD and what I’m getting out of it. This is actually a long set of many smaller questions. Why did I apply to a PhD program in the first place? Why did I enroll once I was accepted? Why have I not quit after any of my many, many PhD freakouts? That’s most of the Why questions. Then there’s the What questions. What was I hoping to get out of it when I applied/enrolled? What have I actually gotten out of it? What do I hope will come of it?
I don’t necessarily have answers for all of those questions, but I can kind of get at some of them.
I had been thinking about doing a PhD eventually just because I like going to school, honestly. And because I loved listening to people talk about their research when they visited for job talks or whatever (I was working at the university where I’m currently a student). But I never quite understood the discussion of their methods, and I wanted to. And I also wanted to capture good work people were doing in the world and find ways to share it. So the reasons I thought I wanted to do a PhD were those: understanding research methods better, documenting good work in education and libraries, communicating that work. And the reasons I applied WHEN I did were because all the other people in my department at work had been fired, laid off, or transferred. It was me and several graduate assistants closing out the department’s contractual and grant obligations, and I was fairly certain that once those obligations were handled, I would be laid off, too. So I moved up what was a someday thing to a today thing, and enrolled because I don’t much apply for things I don’t actually want.
Why haven’t I quit? Stubbornness. Attachment to the flexible schedule. Because I don’t think I will feel like what I’ve gotten what I came for until I complete the large-scale research project that is my dissertation. And a little bit because my mom has coursework credit toward two Master’s degrees she never finished, and I have seen her regret.
I have gotten a lot of what I came for. In particular, I have a deep understanding of qualitative and participatory research methods that I definitely didn’t have when I came in. I understand ethnography and grounded theory in a way there was no time for me to understand during my MSLS research methods course. And I’ve gotten some other stuff: an immensely flexible schedule that allows me to be there for my kid almost any time he needs me, the opportunity to work on a federally-funded grant project, an understanding of antiracist work thanks to that project, time to work with people I am always excited to work with, and time to actually do research.
Since I’m ABABD (if all goes well, I’ll only have my dissertation left to do after I defend my proposal on February 3), alongside actually collecting data and writing my dissertation, I’ll be exploring my next steps for after graduation. There are a few theoretical tenure track jobs for which I might apply, but given the fact that I want to keep my family geographically co-located (in the same house, even), it’s unlikely one of those will come up and be an option for me. So what are some other things I’m hoping this PhD will have prepared me for? Working at a research-focused organization. Working in research communication. Working as an academic librarian in a discipline familiar to me: education, library and information science, Classics, theater. Working as an editor for academic presses, academic publications, or scholars. Working as an independent information consultant and researcher. Combining independent research with web development somehow.
So, I don’t know what I’m going to do next. I’m sticking with what Karen Kelsky calls the “flexible opportunity model.” I could do a LOT of different things. My current plan is to build up my options for consulting/freelancing while also keeping an eye out for institutional work that looks good.
Dissertating in the Open: Comprehensive Qualifying Exams
I passed my comps last Tuesday, and I thought I’d take some time to write about it today.
Previously, on Dissertating in the Open:
- Inspiration strikes and I write a prospectus.
- I work with my advisor to select five areas for my comprehensive examination literature review package.
- I contact five faculty members - 3 internal, 2 external - and ask them to be on my committee. They accept.
- I had my first meeting with my committee and we narrowed the scope for my lit review a bit.
Over the course of that process, some things shifted.
As I mentioned in my post about my first committee meeting, my lens on information literacy changed from a broad one to one that narrowly focused on information literacy practices as a set of sociocultural practices, tied to a particular context and set of social interactions.
When it came time to write about theory, I decided to write exclusively about the theoretical concept of affinity spaces. I discussed collective intelligence and participatory culture in the information literacy chapter instead, and decided to included Sonnenwald’s work on information behavior as part of my proposal.
As I wrote about affinity spaces, I learned about some new-to-me methodologies: connective ethnography and affinity space ethnography. I took on ethnography as my broad research design, taking a constructivist research approach, and then used connective/affinity space ethnography as my stance for how to conduct ethnography in the cosplay affinity space.
Over the next several months, I drafted chapters of my comps and sent them to my committee for review. You can see the first drafts here:
- Information Literacy as a Social Practice
- Cosplay
- Connected Learning and Libraries
- Affinity Spaces
- Connective and Affinity Space Ethnography
As I finished each chapter, I sent it out to my committee. Different committee members provided different amounts of feedback, but none of them were under any obligation to provide any feedback at all. I’m grateful to them for their help.
When I started writing the final chapter, the methods chapter, I first began by memoing articles about my specific data collection methods. As I tried to turn these into a cohesive literature review, I realized I needed some guidance. So I emailed my advisor, Dr. Sandra Hughes-Hassell, and my research methods expert, Dr. Casey Rawson, asking them about this chapter. Casey suggested that this chapter should be about my research design and approach - constructivist? pragmatist? participatory? and ethnography? case study? narrative? - more than my specific data collection and analysis methods, which would be a key part of the proposal rather than the lit review. This help determining the scope of the chapter was invaluable, and let me really focus on connective and affinity space ethnography conceptually.
I revised the chapters based on my committee member’s feedback and my own notes, compiling them into a single document along with my prospectus, also slightly revised. I also sent the committee a brief statement of my research interests.
I submitted all of that to the committee at the end of October. We scheduled my comprehensive examination date for December 10. In my department, the literature review stands in lieu of a written exam.
Over the next month, I drafted my dissertation proposal, which will be another post, though I did finish it in time for my committee to have it for a few days before my comps.
For the comps exam itself, my internal examiners were physically present, while my external examiners called in via Zoom. We began the exam with me delivering the following brief presentation as an overview/refresher:
(Note: If you are a cosplayer or photographer featured in this slideshow and would like your image removed, please let me know and I’ll take care of it ASAP.)
After this, Sandra asked each committee member to ask me a question, working around the Zoom/room clockwise. Each committee member had one or more really insightful questions to ask that helped me think about my methods, my plans for data analysis, the role of theory in my study, and how I conceptualize cosplay and the relationship between cosplayer, character, narrative, and costume.
In the end, I passed and came out of the exam with several ideas for how to refine my dissertation proposal, which I’ll write more about in my next Dissertating in the Open post.
#goals: Welcome to #AcWriMo/#DissProWriMo!
This blog post contains affiliate links. If you click them and make a purchase, I may receive a commission (at no extra cost to you). Thank you for your support. I promise not to link anything I don’t use and love myself.
As I mentioned yesterday, I’m participating in #AcWriMo this year and calling it #DissProWriMo, since I’m planning to churn out a pretty workable draft of my dissertation proposal this month. Is it an ambitious goal? It sure is. Can I do it? Here’s hoping!
But Kimberly, what resources are you using to help you?
I’m so glad you asked. Here’s a list:
- Katy Peplin's ThrivePhD #AcWriMo resources
- Raul Pacheco-Vega's Academic Writing resources
- The 5th edition of Research Design: Qualitative, Quantitative, and Mixed Methods Approaches by John W. Creswell and J. David Creswell
- My Bullet Journal (a Moleskine Hardcover Large Dot Grid notebook + Pilot G2 pen)
- Paperpile
- Google Docs
- Forest app for the Pomodoro technique
Nice. What are your goals?
Final goals:
- Finished draft of my dissertation proposal
- Submission-ready version of a paper I'm co-authoring with Dr. Maggie Melo.
Progress goal: 1-3 pages of writing per day
What are your limitations?
I only have 17 days with childcare this month. I’m planning to spend at least 2 hours a day writing, but more if I can manage it.
Anything else we need to know?
I’ll be posting a weekly blog update on my progress. You can follow along by clicking any of the social links to the left or by subscribing for email updates (also in the left sidebar).
I hereby declare November to be #DissProWriMo. Writing your dissertation proposal? Me too! Let’s connect! #AcWriMo #AcWri #phdchat
Freewrite! Writing is a messy process.
When we see a finished piece of writing, we rarely see all the mess that went into creating it. As Annette M. Markham and Nancy K. Baym point out in their book, Internet Inquiry: Conversations about Method,
Research reports are carefully edited retrospectives, selected among different story lines and options, depending on one's audience and goals. Within these reports, research designs are generally presented as a series of logical and chronologically ordered steps. Seasoned scholars know there's a complex backstage story line and have experienced such complexities themselves. But for novice scholars, it is easy to imagine that the researcher's route was successfully mapped out in advance and that interpretive findings simply emerged from the ground or fell conveniently into the path. Qualitative research requires a tolerance for chaos, ambiguity, and inductive thinking, yet its written accomplishments—particularly those published in chapters and articles rather than monographs—rarely display the researchers' inductive pathways or the decisions that led them down those routes.
Two of my voice values are transparency and helpfulness, and I want to share some of the messier bits of my writing process. I have hopes of showing off some beautiful, colorful pen-marked-up copies of memos and notes to you in the future, but today, I’m just offering a few thoughts on freewriting.
I often hit a point where I’ve thought and thought and thought about something, ideas are all kind of swirly in my head, I’ve made notes, I’ve mapped concepts, and I’m still not ready to do formal writing for an audience that’s not me. I might be in a good place to talk to somebody, but honestly, I’m rarely around people who actually want to hear about things like affinity space ethnography (now I’m trying to imagine explaining ethnography to my 3 year old). When I’m in that place, eventually, I realize I need to…
FREEWRITE.
So I open up a new document and type out what I’ve got in my head, with notes to myself but also with citations. I know I’m not inventing anything new here, but this is part of the writing process that I think it’s easy for academics to forget.
Here’s what I freewrote today:
Ethnographic methods are appropriate for studying information literacy practices that are social and occur in an affinity space, as this looks at a sociocultural phenomenon, in a naturalistic setting. These methods cannot produce a full ethnography, but rather must be partial (Hine 2000). (BUT WHY? LIKE, THERE ARE REASONS, LEARN TO ARTICULATE THEM.)Online spaces, however, present challenges to traditional ethnographic methods. Primary among these is the problem of location-based research; using spatial metaphors to define ethnographic research sites is limiting, because: Practices travel across various online “spaces.” Boundaries of online spaces are porous. And, more and more, boundaries between online and offline activity are also porous.
(Hine, 2000; Leander & McKim, 2003; Wargo 2015, 2017)
Ethnography has some key features.
There are ways to approximate these features online. The field site is the trickiest bit. It’s possible to select one environment (for example, fanfiction.net) and consider its boundaries to be the boundaries of the field site, but this lends an incomplete picture.
- The selection of a “field site.”
- Observation or participant observation.
- Interviews.
- Artifact analysis.
Now, this is not a useful introduction to ethnography for anyone. It’s incomplete, it privileges data collection over more conceptual issues. But it’s helping me move forward in my writing.
Two dissertation-related things I’ve been working on simultaneously: my final chapter of comps, which I’m writing about affinity space ethnography/connective ethnography, and engaging more systematically with cosplayers. I went to Greensboro Comicon this weekend and actually interacted with cosplayers a little more than I have in the past, and now I’m exploring all the different ways cosplayers find each other.
(I’ve been a casual/closet cosplayer for many years, but never really connected with other cosplayers before.)
When I started my comps I wasn’t sure what data sources I would use to explore how cosplayers exhibit collective intelligence online, but now I’m realizing that Twitch & Discord may be where it’s at. As far as online research goes I think looking at those is fairly cutting edge stuff, and I think they’re great examples of what Lammers, Curwood, and Magnifico talk about when they say that researchers need to engage on multiple platforms if they’re going to understand the way practices move across an affinity space.
My brain’s awhirl with questions about the ethics of research on Twitch and Discord, now. Also, I’m feeling a bit reinvigorated with respect to my work, and that’s great.
A Brief Manifesto for My Research
Months ago now, Margy Thomas of ScholarShape released a 7-day email course called Deep Why. I tucked all the messages away in my Gmail archives and am just getting to them now. I’ll post my responses to some of them here on my blog.
The first prompt is to reflect on your manifesto:
In writing a manifesto, we let ourselves imagine the positive change that we can create through the knowledge we're building.
I’m writing one here. This isn’t a manifesto for life; it’s a manifesto specifically for my dissertation research. You can see the draft prospectus for that research here. Feel free to annotate it.
In the video that accompanied the prompt, Margy suggested that a manifesto articulates two things: VALUES and VISION. So that’s how I’m organizing this manifesto.
Values
My research takes an asset-based approach to information literacy. It’s easy to find doomy proclamations that kids don’t know how to find, evaluate, or use information. But they do it all the time, in pursuing their passions. Young people have information literacy: it just isn’t necessarily aligned with the way educators are attempting to teach and assess their information literacy. My research sees information literacy instruction and assessment as related to culturally sustaining pedagogy: just as young people’s heritage and community cultural practices are resources to honor, explore, and extend, so are their information literacy practices.
(So much credit is due to Dr. Crystle Martin, upon whose dissertation my work is building, for articulating this asset-based view of information literacy before me, and to Dr. Django Paris, for introducing the concept of culturally sustaining pedagogy, as well, of course, to Dr. Gloria Ladson-Billings, for introducing culturally relevant pedagogy before that.)
Vision
In my research, I seek to apply Dr. Martin’s model of information literacy, which takes this asset-based approach, to a new context: the cosplay affinity space. I also hope to find ways to extend or enhance her model, as new pieces of the interest-driven information literacy picture emerge from my findings. The ultimate vision is to create an accessible, asset-based model of information literacy and then share it widely with librarians and educators, along with ideas for how they might teach and assess information literacy in ways that are aligned with young people’s individual and collective information literacy practices. Or, more colloquially:
I want librarians and educators to stop treating kids like they don’t already know how to deal with information, and instead to start looking for ways kids can transfer the skills they use to deal with information in their own interest-driven pursuits across contexts, to address their academic, professional, and everyday problems.
Memo: Affinity Spaces
Gee introduced the concept of affinity spaces in his book Situated Language and Learning: A Critique of Traditional Schooling (2004). Affinity spaces are a subset of what Gee calls a semiotic social space, a type of space for interaction with an infrastructure incorporating content, generators, content organization, interactional organization, and portals. Content is what the space is “about,” and is provided by content generators. Gee uses the example of a video game (the generator), which generates a variety of content (words, images, etc.). The space is then organized in two different ways: content is organized by the designers, whereas interaction is organized by the people interacting with the space, in how they “organize their thoughts, beliefs, values, actions, and social actions” (Gee, 2004, p. 81) in relationship to the content. This interaction creates a set of social practices and typical identities present in the space. The content necessarily influences the interaction, but interaction can also influence content. For example, with a video game, player reactions to the game may influence future updates to the game. Finally, Gee defines portals as “anything that gives access to the content and to ways of interacting with that content, by oneself or with other people” (Gee, 2004, p. 81). In Gee’s video game example, this could be the game itself, but it could also be fan websites related to the game. Portals can become generators, “if they allow people to add to content or change the content other generators have generated” (Gee, 2004, p. 82). A video game website might include additional maps that players can download and use to play the game or offer recordings of gameplay to serve as tutorials or entertainment. A generator can also be a portal; for the video game example, the game disc or files both offer the content and can be used to interact with the content.
Gee builds on this description of a semiotic social space to describe “affinity spaces,” a particular type of semiotic social space that young people today experience often. The “affinity” to which Gee refers is not primarily for the other people in the space, but for “the endeavor or interest around which the space is organized” (J. P. Gee, 2004, p. 84). He defines an affinity space as a space that has a number of features:
- “Common endeavor, not race, class, gender, or disability, is primary” (J. P. Gee, 2004, p. 85). People in the affinity space relate to each other based on common interests, while attributes such as race, class, gender, and disability may be used strategically if people choose.
- “Newbies and masters and everyone else share common space” (J. P. Gee, 2004, p. 85). People with varying skill levels and depth of interest share a single space, getting different things out of the space in accordance with their own purposes.
- “Some portals are strong generators” (J. P. Gee, 2004, p. 85). People can create new content related to the original content and share it in the space.
- “Content organization is transformed by interactional organization”(J. P. Gee, 2004, p. 85). Or “Internal grammar is transformed by external grammar” (Gee, 2005, p. 226) Creators of the original content modify it based on the interactions of the people in the space.
- “Both intensive and extensive knowledge are encouraged” (J. P. Gee, 2004, p. 85). Specialized knowledge in a particular area is encouraged (intensive knowledge), but the space also encourages people to develop a broad range of less specialized knowledge (extensive knowledge).
- “Both individual and distributed knowledge are encouraged” (J. P. Gee, 2004, p. 86). People are encouraged to store knowledge in their own heads, but also to use knowledge stored elsewhere, including in other people, materials, or devices, using a network of people and information to access knowledge.
- “Dispersed knowledge is encouraged” (J. P. Gee, 2004, p. 86). One portal in the space encourages people to leverage knowledge gained from other portals or other spaces.
- “Tacit knowledge is encouraged and honored” (J. P. Gee, 2004, p. 86). People can use knowledge that they have built up “but may not be able to explicate fully in words” (J. P. Gee, 2004, p. 86) in the space. Others can learn from this tacit knowledge by observing its use in the space.
- “There are many different forms and routes to participation” (J. P. Gee, 2004, p. 87). People can participate in different ways and at different levels.
- “There are lots of different routes to status” (J. P. Gee, 2004, p. 87). People can gain status by being good at different things or participating in different activities.
- “Leadership is porous and leaders are resources” (J. P. Gee, 2004, p. 87). No one is the boss of anyone else; people can lead by being designers, providing resources, or teaching others how to operate in the space. “They don’t and can’t order people around or create rigid, unchanging, and impregnable hierarchies” (J. P. Gee, 2004, p. 87).
A space does not need to have all of these features to be considered an affinity space; rather, these features can be considered as a measure of the degree to which a space is an affinity space or how effective an affinity space it is. Affinity spaces can be nested within one another (J. P. Gee, 2017); for example, a website devoted to The Sims video game fanfiction would be an affinity space itself, while also being part of the broader The Sims affinity space, the gaming affinity space, and the fanfiction affinity space. At first glance, an affinity space may seem very similar to a community of practice as described by Lave and Wenger (1991); Gee argues, however, that defining a community implies labeling a group of people, including determining “which people are in and which are out of the group, how far they are in or out, and when they are in and out” (J. P. Gee, 2004, p. 78). Talking about spaces instead of communities removes this concern of membership; people who are present in a space may or may not be part of a community. Further, Lave and Wenger’s original conception of communities of practice described movement from peripheral participation for what Gee would call “newbies” to central participation as “masters,” while in affinity spaces, newbies do not need to be apprenticed to masters to become deeply involved in the space’s activity.
Gee (2004, 2005) offered the concept of affinity spaces as part of a critique of how schooling works; he argues that “people learn best when their learning is part of a highly motivated engagement with social practices which they value” (Gee, 2004, p. 77) and suggests that affinity spaces facilitate this kind of engagement. Gee argues that as young people encounter more and more affinity spaces, they see a “vision of learning, affiliation, and identity” that is more powerful than what they see in school (J. P. Gee, 2004, p. 89). He suggests that educators can learn from the design and construction of affinity spaces.
After Gee introduced the concept of affinity spaces, scholars investigated specific affinity spaces and what lessons they might have for educators working in the areas of literacy (Rebecca W. Black, 2007, 2008; R. W. Black, 2007; Lam, 2009), science (Steinkuehler & Duncan, 2008), and mathematics (Steinkuehler & Williams, 2009). These studies supported Gee’s original conception of affinity spaces, finding many features of affinity spaces in their research settings, which included fanfiction websites (Rebecca W. Black, 2007, 2008; R. W. Black, 2007), anime/manga discussion forums (Lam, 2009), and massively multiplayer online games and their related discussion forums (Steinkuehler & Duncan, 2008; Steinkuehler & Williams, 2009).
Refining the Concept of Affinity Space
As the technology available for online participation shifted from predominantly individual websites or forums to predominantly social media sites such as Facebook, Twitter, Tumblr, and Youtube, online affinity spaces shifted as well. In the introduction to the book Learning in Video Game Affinity Spaces, Hayes and Duncan (2012) point out that, like online culture more broadly, online affinity spaces present a “quickly moving target” (p. 10) for study. They call for a refined and expanded conception of affinity spaces in light of this fact. While Gee’s (2005; 2004) original conception of affinity spaces consisted of eleven features that may or may not be present in any given affinity space, in his afterword to Hayes and Duncan’s (2012) book, he identifies five key features of what he now calls “passionate affinity spaces”:
- People in a passionate affinity space interact around shared goals because of a shared passion, not because of shared backgrounds, age, status, gender, ability, sexual orientation, race, ethnicity, or values unless these are integral to the passion.
- Not everyone interacting in the space need have a passion for the shared interest (they could simply have an interest), but they must acknowledge and respect the passion and the people who have it and who form the main “attractor” for the space.
- People earn status and influence in the space because of accomplishments germane to the passion, not because of wealth or status in the world outside the space.
- The space offers everyone the opportunity, should they want it, to produce, not just consume, and to learn to mentor and lead, not just to be mentored and follow.
- People in the space agree to rules of conduct - and often enforce them together - that facilitate the other features above. (J. P. Gee, 2012, p. 238)
Gee and Hayes (2010, 2012, 2011) distinguish between “nurturing” and “elitist” affinity spaces. Building on Gee’s earlier work and drawing on studies of fan sites associated with the computer game The Sims, Gee and Hayes “identify features of what [they] call nurturing affinity spaces that are particularly supportive of learning” (p. 129). They describe the following fifteen features of affinity spaces and the ways they are enacted in nurturing affinity spaces:
- “A common endeavor for which at least many people in the space have a passion - not race, class, gender, or disability - is primary.” (p. 134) Gee and Hayes assert that the passion in an affinity space is for the endeavor or interest rather than the people; in nurturing affinity spaces, participants in the space understand that “spreading this passion, and thus ensuring the survival and flourishing of the passion and the affinity space, requires accommodating new members and encouraging committed members” (p. 135). Affinity spaces that are not nurturing may treat newcomers poorly or restrict access to participation according to experience.
- “Affinity spaces are not segregated by age.” (p. 135) In a nurturing affinity space, older participants in the affinity space set norms of “cordial, respectful, and professional behavior that the young readily follow” (p. 135) while in other affinity spaces, knowledge accrued with age may not be readily shared.
- “Newbies, masters, and everyone else share a common space” (p. 136). Nurturing affinity spaces make it easy for newcomers to participate, avoiding hazing or testing new participants.
- “Everyone can, if they wish, produce and not just consume.” (p. 137) Nurturing affinity spaces set high standards for production, enforcing them through “respectful and encouraging mentoring.”
- “Content is transformed by interaction.” (p. 137)
- “The development of both specialist and broad, general knowledge is encouraged, and specialist knowledge is pooled.” (p. 138) Within a nurturing affinity space, specialists understand that their knowledge is partial, and everyone pools their knowledge by sharing it in the space.
- “Both individual knowledge and distributed knowledge are encouraged” (p. 139). “Nurturing affinity spaces tend to foster a view of expertise as rooted more in the space itself or the community that exists in the space and not in individuals’ heads” (p. 139)
- “The use of dispersed knowledge is facilitated” (p. 140).
- “Tacit knowledge is used and honored; explicit knowledge is encouraged” (p. 141).
- “There are many different forms and routes to participation” (p. 142).
- “There are many different routes to status.” (p. 142)
- “Leadership is porous, and leaders are resources.” (p. 143)
- “Roles are reciprocal.” (p. 143)
- “A view of learning that is individually proactive but does not exclude help is encouraged.” (p. 143)
- “People get encouragement from an audience and feedback from peers, although everyone plays both roles at different times.” (p. 144)
Referring to the work of Gee and Hayes, Hayes and Duncan point out that “…while elitist spaces are sites of very high knowledge production, they tend to value a narrow range of skills and backgrounds, have clear hierarchies of status and power, and disparage newcomers who do not conform to fairly rigid norms for behavior” (2012, p. 11). Gee and Hayes (2010, 2011, 2012) suggest that nurturing spaces are more conducive to learning than elitist spaces.
Over time, Gee (2017) has refined the vocabulary that refers to affinity spaces. The attractor is “the thing for which people who move around in the big space have a shared interest or passion. It also beckons to anyone who enters any part of the space and seeks to entice him or her to stay in the space.” (p. 113) People who enter the affinity space because of an interest in or passion are affines. “Clumps of people who [overlap] in a good deal in various subspaces (locations)” of a larger affinity space and thus bump “into one another rather regularly” are fellow travelers (p. 113). Home bases “are key places where fellow travelers come together a good deal to engage in the activities that keep their shared affinity alive. They are places where the people with the most passion for the shared affinity are the key organizers, motivators, teachers, and standard-setters for the affinity space as a whole” (p. 114). A group of closely connected home bases form a home-base cluster.
Expanding the Concept of Affinity Space
Lammers, Curwood, and Magnifico (Curwood, Magnifico, & Lammers, 2013; Lammers, Curwood, & Magnifico, 2012; Magnifico, Lammers, & Curwood, 2013) draw on their research on adolescent literacy in the affinity spaces related to The Sims, The Hunger Games, and Neopets to “explicate nine features of an expanded notion of affinity spaces” (p. 45). Lammers and colleagues point out that the “introduction of numerous online technologies and social networking sites has created affinity spaces that are constantly evolving, dynamic, and networked in new ways” (p. 47). In the time of Gee’s original affinity space conception, a researcher might consider an affinity space “defined by one central portal (for instance, a discussion board),” but Lammers and colleagues point out that “contemporary affinity spaces often involve social media such as Facebook and Twitter, creative sites like DeviantArt and FanFiction.net, and blogging platforms such as Tumblr and Wordpress” (p. 47). One participant may operate in an affinity space that networks all of these different technologies; accordingly, knowledge within an affinity space “is effectively distributed across learners, objects, tools, symbols, technologies and the environment” (p. 48).
Working toward developing a new research method they call “affinity space ethnography,” Lammer, Curwood, and Magnifico offer the following features of contemporary affinity spaces for consideration:
- “A common endeavor is primary.” (p. 48)
- “Participation is self-directed, multifaceted and dynamic.” (p. 48) Participants in an affinity space do not only participate in existing portals, but may build their own portals to generate content.
- “In online affinity space portals, participation is often multimodal” (p. 48). Contrasting Gee’s research on early text-based discussion boards as portals, Lammers and colleagues point out that participants in contemporary affinity spaces may produce not just text, images, websites, or maps as in the affinity spaces Gee originally described but also videos, maps, podcasts, and machinima.
- “Affinity spaces provide a passionate, public audience for content.” (p. 49)
- “Socialising plays an important role in affinity space participation.” (p. 49)
- “Leadership roles vary within and among portals.” (p. 49)
- “Knowledge is distributed across the entire affinity space.” (p. 49)
- “Many portals place a high value on cataloguing and documenting content and practices” (p. 49).
- “Affinity spaces encompass a variety of media-specific and social networking portals” (p. 50).
Bommarito also aims to expand the notion of affinity spaces; specifically, he states that “the present view of affinity spaces fails to explain how participants cohere when the group’s focus on a common endeavor is called into question, becomes unclear or disappears altogether” (p. 408). Based on a wide variety of affinity spaces research published by other scholars, Bommarito proposes a situated model of affinity spaces. Bommarito identifies certain assumptions in early definitions of affinity spaces that he argues limit “the ability of researchers to investigate the evolving nature of affinity spaces” (p. 410). These assumptions include:
- “That the important activity in an affinity space is only that which contributes directly to the group’s shared interest or common endeavor” (p. 410)
- “That the development of strong bonds among participants in an affinity space is necessarily subordinate to taking part in the group’s shared interest or common endeavor” (p. 410)
- “That affinity spaces are largely stable entities, confined to single sites or discussion boards” (p. 411)
Bommarito proposes a situated model of affinity spaces (p. 411), in which affinity spaces shift between a “passionate” state, clearly focused on a shared interest, and a “deliberative” state, when the shared interest becomes unclear and participants have to resolve challenges unrelated to their shared interest. In the “passionate” state, the primary mode of interaction is what Bommarito calls “negotiation,” in which participants exchange ideas directly related to the shared interest or the organization of the space in a way that does not supersed the established shared interest; in the “deliberative state,” it is “deliberation,” in which participants debate “the nature of the shared interest itself” (p. 412) and what the space will become, potentially even changing or expanding the scope of the interest or shifting so that relationships become primary and the interest secondary. Participants in affinity spaces must deal with two different types of challenges, which Bommarito identifies as “adaptive” or “technical” drawing on Heifetz (1994). “According to Heifetz (1994, p. 72), technical problems are those for which ‘the necessary knowledge about them already has been digested and put in the form of a legitimized set of known organizational procedures guiding what to do and role authorizations guiding who should do it’.” (p. 413) This is the kind of problem participants tend to face when an affinity space is in a passionate state, when “participation means, primarily, gaining technical knowledge and skills related to the shared interest” (p. 413) and the problems to be solved are clearly related to the space’s shared endeavor. “Adaptive challenges, on the other hand, are situations in which ‘no adequate response has yet been developed’, ‘no clear expertise can be found’ and ‘no single sage has general credibility’ (Heifetz, 1994, p. 72)” and are the kinds of challenges participants face when the space is in a deliberative state, in which participants are “, identifying problems unrelated to some common endeavor while also pursuing and evaluating possible solutions as a collective.” (p. 413). Bommarito asserts, “For the affinity space that has lost a clear grasp of its common endeavor, members must adapt if they are to avoid dissolution.” (p. 413)
Bommarito also contrasts affinity spaces as to whether their participants can be considered a “seriality” or a “group”, drawing on Young (1997). “Young (1997, p. 23), explicitly drawing on Jean-Pau l Sartre (1976), argues that a series is a collective of individuals organized around some material object and the social practices related to that object.” (p. 413) When the affinity space is in a passionate state, its participants can be considered a seriality. “According to Young, however, serial collectivity is distinguished from groups in that groups are organized around individuals’ relationships to one another rather than to some external object or interest.” When the affinity space is in a deliberative state, its participants can be considered a group: their relationships become the heart of the space, rather than the shared endeavor.
From Spaces to Networks
The Leveling Up Study of the Connected Learning Research Network “was designed to investigate the role that online affinity networks play, and could potentially play, in connected learning” (Ito et al., 2019, p. 4). While Gee first used the term “affinity” to indicate the affinity participants in a space had for their shared endeavor, Ito, Martin, Pfister, Rafalow, Salen, and Wortman (2019) use it to indicate not only the interest in the endeavor itself but also “in order to highlight [the interest’s] relational and culturally situated nature” (p. 18), reflecting Bommarito’s (2014) emphasis on the social relationships developed within an affinity space. They use the term “network” rather than “space” to capture a wide spectrum of participation from casual to serious.
“Online affinity networks… are collectives that have shared interests, practices, and marked roles in the community that define levels of responsibility and expertise…” but also allow for more casual participation: “lurkers, observers, and transient participants” (p. 39). These networks are “united by a shared content world, infrastructure, and affinity,” but “successful online affinity networks are spaces of constant renewal” (p. 23) and “are sustained through interpersonal relationships, shared activities, and a sense of cultural affinity” (p. 40).
Online affinity networks have three key characteristics:
- They are specialized, focusing on a specific affinity or interest.
- Involvement in them is intentional; participants choose to affiliate with the network and can move easily in and out of engagement with the network.
- “Content sharing and communication take place on openly networked online platforms” (p. 42) New participants can find the networks on the open internet and do not have to enter into a financial transaction or have any specific institutional membership in order to participate.
This shift from affinity spaces to affinity networks reflects both Bommarito’s (2014) suggestion that the relational nature of affinity spaces is a key part of their participants’ experience and the sustainability of the space, and also incorporates the concept of multiple and varied portals that Lammers, Curwood, and Magnifico (2012) suggest must be kept in mind when studying an affinity space.
References
Black, R. W. (2007). Digital Design: English Language Learners and Reader Reviews in Online Fiction. In D. Barton & M. Hamilton (Eds.), New Literacies Sampler (pp. 115–136). New York: Peter Lang. Black, R. W. (2007). Fanfiction Writing and the Construction of Space. E-Learning and Digital Media, 4(4), 384–397. Black, R. W. (2008). Adolescents and Online Fan Fiction. Peter Lang. Curwood, J. S., Magnifico, A. M., & Lammers, J. C. (2013). Writing in the wild: Writers’ motivation in fan-based affinity spaces. Journal of Adolescent & Adult Literacy: A Journal from the International Reading Association, 56(8), 677–685. Gee, J. (2005). Semiotic social spaces and affinity spaces: From the age of mythology to today’s schools. In D. Barton & K. Tusting (Eds.), Beyond communities of practice: Language, power, and social contex (pp. 214–232). Gee, J. P. (2004). Situated Language and Learning : A Critique of Traditional Schooling. London, UNITED KINGDOM: Routledge. Gee, J. P. (2012). Afterword. In E. R. Hayes & S. C. Duncan (Eds.), Learning in Video Game Affinity Spaces (pp. 235–241). New York: Peter Lang. Gee, J. P. (2017). Teaching, Learning, Literacy in Our High-Risk High-Tech World: A Framework for Becoming Human. New York: Teachers College Press. Gee, J. P., & Hayes, E. (2010). Women and gaming: The Sims and 21st century learning. New York: Palgrave Macmillan. Gee, J. P., & Hayes, E. (2012). Nurturing Affinity Spaces and Game-Based Learning. In C. Steinkuehler, K. Squire, & S. Barab (Eds.), Games, Learning, and Society : Learning and Meaning in the Digital Age (pp. 129–153). New York: Cambridge University Press. Gee, J. P., & Hayes, E. R. (2011). Language and learning in the digital age. New York: Routledge. Hayes, E. R., & Duncan, S. C. (Eds.). (2012). Learning in Video Game Affinity Spaces. Bern, Switzerland: Peter Lang. Ito, M., Martin, C., Pfister, R. C., Rafalow, M. H., Salen, K., & Wortman, A. (2019). Affinity Online: How Connection and Shared Interest Fuel Learning. New York: NYU Press. Lammers, J. C., Curwood, J. S., & Magnifico, A. M. (2012). Toward an Affinity Space Methodology: Considerations for Literacy Research. English Teaching: Practice and Critique, 11(2), 44–58. Lam, W. S. E. (2009). Literacy and Learning across Transnational Online Spaces. E-Learning and Digital Media, 6(4), 303–324. Lave, J., & Wenger, E. (1991). Situated learning: Legitimate peripheral participation. New York: Cambridge University Press. Magnifico, A. M., Lammers, J. C., & Curwood, J. S. (2013). Collaborative learning across space and time: ethnographic research in online affinity spaces. Proceedings of the 10th International Conference on Computer-Supported Collaborative Learning. Madison, WI: International Society of the Learning Sciences, 81–84. Steinkuehler, C., & Duncan, S. (2008). Scientific Habits of Mind in Virtual Worlds. Journal of Science Education and Technology, 17(6), 530–543. Steinkuehler, C., & Williams, C. (2009). Math as narrative in WoW forum discussions. International Journal of Learning and Media, 1(3).
🔖 Gee, J. (2005). Semiotic social spaces and affinity spaces: From the age of mythology to today’s schools. In D. Barton & K. Tusting (Eds.), Beyond communities of practice: Language, power, and social context (pp. 214–232).
Much of what Gee has to say here is similar to what he said in his book in 2004. He adds here the designation “semiotic social space” to name the types of spaces he described in his book. He emphasizes that generators create signs that make up the content of the game. These signs can be viewed as internal, the original content itself and its design, or external, the individual and social practices surrounding the content and how people “organise their thoughts, beliefs, values, actions and social interactions in relation to the signs made available” in the content (p. 219).
📚 Gee, J. P. (2004). Situated Language and Learning : A Critique of Traditional Schooling. London, United Kingdom: Routledge.
Gee introduces the concept of affinity spaces in this book, pointing out that popular culture is ahead of schools in the construction of “specially designed spaces (physical and virtual) constructed to resource people tied together, not primarily via shared culture, gender, race, or class, but by a shared interest or endeavor” (2004, p. 4). He argues that “people learn best when their learning is part of a highly motivated engagement with social practices which they value” (Gee, 2004, p. 77) and offers affinity spaces as an example of a space that facilitates this kind of engagement.
Gee contrasts affinity spaces with communities of practice as proposed by Lave and Wenger (1991), arguing that defining a community implies labeling a group of people, including determining “which people are in and which are out of the group, how far they are in or out, and when they are in and out” (Gee, 2004, p. 78). Talking about spaces instead of communities removes this concern of membership; people who are present in a space may or may not be part of a community.
Gee identifies some key components of any space, not just an affinity space: content, generators, content organization, interactional organization, and portals. Content is what the space is “about,” and is provided by content generators. Gee uses the example of a video game, which generates a variety of content (words, images, etc.). The space is then organized in two different ways: content is organized by the designers, whereas interaction is organized by the people interacting with the space, in how they “organize their thoughts, beliefs, values, actions, and social actions” (Gee, 2004, p. 81) in relationship to the content. This interaction creates a set of social practices and typical identities present in the space. The content necessarily influences the interaction, but interaction can also influence content. For example, with a video game, player reactions to the game may influence future updates to the game. Finally, Gee defines portals as “anything that gives access to the content and to ways of interacting with that content, by oneself or with other people” (Gee, 2004, p. 81). In Gee’s video game example, this could be the game itself, but it could also be fan websites related to the game. Portals can become generators, “if they allow people to add to content or change the content other generators have generated” (Gee, 2004, p. 82). A video game website might include additional maps that players can download and use to play the game or offer recordings of gameplay to serve as tutorials or entertainment. A generator can also be a portal; for the video game example, the game disc or files both offer the content and can be used to interact with the content.
Gee builds on this description of a space to describe “affinity spaces,” a particular type of space that young people today experience often. The “affinity” to which Gee refers is not primarily for the other people in the space, but for “the endeavor or interest around which the space is organized” (Gee, 2004, p. 84). He defines an affinity space as a space that has a number of features:
“Common endeavor, not race, class, gender, or disability, is primary” (Gee, 2004, p. 85). People in the affinity space relate to each other based on common interests, while attributes such as race, class, gender, and disability may be used strategically if people choose.
“Newbies and masters and everyone else share common space” (Gee, 2004, p. 85). People with varying skill levels and depth of interest share a single space, getting different things out of the space in accordance with their own purposes.
“Some portals are strong generators” (Gee, 2004, p. 85). People can create new content related to the original content and share it in the space.
“Content organization is transformed by interactional organization”(Gee, 2004, p. 85). Creators of the original content modify it based on the interactions of the people in the space.
“Both intensive and extensive knowledge are encouraged” (Gee, 2004, p. 85). Specialized knowledge in a particular area is encouraged (intensive knowledge), but the space also encourages people to develop a broad range of less specialized knowledge (extensive knowledge).
“Both individual and distributed knowledge are encouraged” (Gee, 2004, p. 86). People are encouraged to store knowledge in their own heads, but also to use knowledge stored elsewhere, including in other people, materials, or devices, using a network of people and information to access knowledge.
“Dispersed knowledge is encouraged” (Gee, 2004, p. 86). One portal in the space encourages people to leverage knowledge gained from other portals or other spaces.
“Tacit knowledge is encouraged and honored” (Gee, 2004, p. 86). People can use knowledge that they have built up “but may not be able to explicate fully in words” (Gee, 2004, p. 86) in the space.
“There are many different forms and routes to participation” (Gee, 2004, p. 87). People can participate in different ways and at different levels.
“There are lots of different routes to status” (Gee, 2004, p. 87). People can gain status by being good at different things or participating in different activities.
“Leadership is porous and leaders are resources” (Gee, 2004, p. 87). No one is the boss of anyone else; people can lead by being designers, providing resources, or teaching others how to operate in the space. “They don’t and can’t order people around or create rigid, unchanging, and impregnable hierarchies” (Gee, 2004, p. 87).
Gee argues that as young people encounter more and more affinity spaces, they see a “vision of learning, affiliation, and identity” that is more powerful than what they see in school (Gee, 2004, p. 89).
Gee, J. P. (2004). Situated Language and Learning : A Critique of Traditional Schooling. London, UNITED KINGDOM: Routledge.
Lave, J., & Wenger, E. (1991). Situated learning: Legitimate peripheral participation. ; New York: Cambridge University Press.
Memo: Connected Learning, Libraries, and Change
The elements of connected learning (interests, relationships, opportunities, sponsorship of youth interests, shared practices, shared purpose, connections across settings, and a focus on equity) illuminate the ways in which connected learning already happens in libraries and the ways in which libraries need to change to expand their support of connected learning.
Libraries have traditionally supported personalized, self-directed, learner-centered, and interest-driven learning (Braun, Hartman, Hughes-Hassell, & Kumasi, 2014; Hoffman, Subramaniam, Kawas, Scaff, & Davis, 2016; Ito & Martin, Fall 2013). They also have facilitated relationships, sanctioning “intergenerational contact centered on youth interest discovery” (Braun et al., 2014, p. 9) and serving as “inclusive spaces that bring many different groups together” (Hoffman et al., 2016, p. 11). As libraries have transitioned from spaces that serve as warehouses for physical resources to spaces where teens can “build skills, develop understanding, create and share, and overcome adversity” (Braun et al., 2014, p. 4) through the proliferation of learning labs and makerspaces, they have embraced shared practices, especially production-centered practices for knowledge creation and sharing. Their position as a third space - neither school/work nor home - allows libraries to facilitate connections across settings, bridging activities from different spheres of learning (Ito & Martin, Fall 2013).
Libraries traditionally have had and continue to maintain “strong ties to non-dominant communities and families” (Braun et al., 2014, p. 9). Because members of nondominant populations perceive libraries “as lifelines to learning, technology, and information… libraries are well-positioned to not only connect formal and informal learning but also to do this for the populations that are most marginalized in terms of traditional academic programs and indicators” (Ito & Martin, Fall 2013, p. 30). These relationships with nondominant communities support libraries working toward the connected learning agenda of expanding access to connected learning experiences to people who may not have them without community and institutional support.
While libraries already support connected learning in many ways, they may need to undergo further shifts to expand their support for connected learning. Library staff must consider not only the physical and digital resources that support interest-driven learning, but also human resources (Braun et al., 2014), building relationships “among learners, between learners and experts or mentors, and between learners and people outside the learning context” (Hoffman et al., 2016, p. 17). In order to help learners to connect their interests and relationships with academic, career, and civic opportunities, library workers must reconsider their roles, learning to consider themselves sponsors and mentors rather than experts or authority figures (Braun et al., 2014; Hoffman et al., 2016, p. 17). Library policies for use of technology and space may need to change to enable learners to engage in shared practices, socializing, collaborating, and publishing their work online (Ito & Martin, Fall 2013). Libraries may also need to change how they evaluate the impact of their services and programs; traditional measures of impact, especially quantitative measures of participation, may not be sufficient to capture the impact of connected learning (Hoffman et al., 2016). Measures of connected learning need to capture the way learners move with their learning across settings; setting specific desired outcomes can facilitate capturing evidence of and communicating the impact of a program.
This shift to full support of connected learning “demands new competencies from youth-serving librarians that graduate programs in library and information science do not always provide, and may require a shift in thinking for some librarians and outside partners” (Hoffman et al., 2016, p. 19). Hoffman and colleagues identify the following “four categories of interrelated knowledge and skill sets… that librarians must have to promote connected learning among youth”:
...they must be ready and willing to transition from expert to facilitator… …[they] need to apply interdisciplinary approaches to establish equal partnership and learning opportunities that facilitate discovery and use of digital media… ...they should be able to develop dynamic partnerships and collaborations that reach beyond the library into their communities… ...they should be able to evaluate connected learning programs and utilize the evaluation results to strengthen learning in libraries… (Hoffman et al., 2016, p. 19)The need for training to build these competencies can be met by in-house professional development, programs provided by professional organizations, open online learning resources, and formal educational experiences. The ConnectedLib toolkit (“ConnectedLib,” n.d.) is one example of an open online learning resource directed at meeting this need, while the University of Maryland’s Youth Experience Graduate Certificate program (“YX @ UMD – Youth Experience Post-Masters Certificate Program at Maryland’s iSchool,” n.d.) is an example of a formal educational experience designed to build these competencies.
References
Braun, L. W., Hartman, M. L., Hughes-Hassell, S., & Kumasi, K. (2014). The future of library services for and with teens: A call to action. Chicago: Young Adult Library Services Association (YALSA). Retrieved from http://www.ala.org/yaforum/sites/ala.org.yaforum/files/content/YALSA_nationalforum_Final_web_0.pdf ConnectedLib. (n.d.). Retrieved April 24, 2019, from [connectedlib.github.io](https://connectedlib.github.io/) Hoffman, K. M., Subramaniam, M., Kawas, S., Scaff, L., & Davis, K. (2016). Connected libraries: Surveying the current landscape and charting a path to the future. College Park, MD; Seattle, WA: The ConnectedLib Project. Retrieved from [connectedlib.test.ischool.uw.edu/wp-conten...](http://connectedlib.test.ischool.uw.edu/wp-content/uploads/2016/02/ConnectedLibraries-SurveyingtheCurrentLandscape-and-ChartingthePathtotheFuture.pdf) Ito, M., & Martin, C. (Fall 2013). Connected Learning and the Future of Libraries. Young Adult Library Services, 12(1), 29–32. YX @ UMD – Youth Experience Post-Masters Certificate Program at Maryland’s iSchool. (n.d.). Retrieved April 24, 2019, from [yx.umd.edu](https://yx.umd.edu/)Memo: Defining Connected Learning
Connected Learning can be conceived of in three ways: as a type of learning experience that occurs spontaneously, as an empirically-derived model or framework for describing that type of experience, and as an agenda for research and design approach for creating learning experiences. The model/framework was first described by Mizuko Ito, Kris Gutierrez, Sonia Livingstone, Bill Penuel, Jean Rhodes, Katie Salen, Juliet Schor, Julian Sefton-Green, and S. Craig Watkins in their report, Connected Learning: An Agenda for Research and Design (2013).
The Connected Learning framework incorporates three spheres of learning: interest-based learning, peer-based learning, and academic learning (Ito & Martin, Fall 2013). These spheres of learning are derived from the HOMAGO framework outlined in the report, Hanging Out, Messing Around, and Geeking Out: Kids Living and Learning with New Media (Itō et al., 2009). This report draws on three years of “ethnographic investigation of youth new media practice” (p. 2) examining how these practices fit into social and cultural worlds and how they are meaningful in youth’s everyday lives. Ito and colleagues found that youths’ new media practices tended to fall into one of three genres of participation: “hanging out,” a friendship-driven mode of participation, “geeking out,” an interest-driven mode of participation, and “messing around,” a mode of participation that tended to bridge the other two, in which either youth deepen their commitment to particular interests as they engaged in social practices, or in which youth engage in expanded social activity via participating in their current interests. Ito and colleagues found that young people transitioned easily between these three genres of participation.
The HOMAGO framework was derived from a study that was designed to describe current practices, especially in informal learning spaces (Ito et al., 2019). This study was not aimed at creating a design agenda for educational experiences or describing formal learning environments. Ito and colleagues (2009) found, however, that formal learning environments were often cut off from peer-driven or interest-driven learning environments. The Connected Learning environment seeks to incorporate academic, civic, and career opportunities with peer-driven and interest-driven learning, describing and expanding access to a mode of learning in which all three of these spheres overlap (Figure 1).
In its initial iteration, the Connected Learning framework encompassed six Connected Learning principles. The first three incorporated the spheres of learning: peer-supported, interest-powered, and academically-oriented. The other three principles described the kind of environments that tend to promote connected learning experiences: being production-centered, having a shared purpose, and being openly networked.
“Connected learning is a framework under constant development that offers principles and examples to be adapted and remixed rather than a template for programs and activities” (Ito & Martin, Fall 2013, p. 31). In the years since the model’s initial development, it has undergone some changes. A number of studies developed by the Connected Learning Research Network have provided new evidence that contributes to revision and refinement of the model (Arum, Larson, & Meyer, Forthcoming; Ben-Eliyahu, Rhodes, & Scales, 2014; Ching, Santo, Hoadley, & Peppler, 2015; Ito et al., 2019; Larson et al., 2013; Livingstone & Sefton-Green, 2016; Maul et al., 2017; Penuel, Van Horne, Santo, Ching, & Podkul, 2015; Van Horne, Allen, DiGiacomo, Chang-Order, & Van Steenis, 2016; Watkins et al., Forthcoming). The three spheres of learning have shifted slightly (see Figure 2): “peer-supported” has changed to “relationships,” to indicate not only peer-to-peer relationships but also relationships between young people and adult brokers or mentors, while “academically-oriented” has changed to “opportunities,” to include not just academic opportunities but also civic and career opportunities.
Figure 1. Original spheres of learning.
Figure 2. Revised spheres of learning.
The other three principles of Connected Learning have shifted, as well (“About Connected Learning,” 2017). “Sponsorship of youth interests” is a new principle that was previously woven throughout the others; studies have consistently demonstrated that young people require adult assistance to make connections between their own interests and academic, civic, and career opportunity (Ching et al., 2015; Ito et al., 2019; Van Horne et al., 2016). This principle asks adults to reconsider their role in youths’ learning, to be more than either a “sage on the stage” or “guide on the side,” engaging in actively assisting youth in expanding their networks. “Production-centered” has shifted to being described as “shared practices,” including not just media production as the early model suggested, but also “friendly competition, civic action, and joint research” (“About Connected Learning,” 2017). “Shared purpose” remains, while “openly networked” has changed to “Connections across settings” to incorporate not just openly networked online platforms, but also connections between online and local affinity networks and relationships between home, school, and community.
All of the principles of Connected Learning are directed toward creating learning environments with an equity agenda, in which nondominant youth gain access to learning experiences that have historically been more available to those with privilege and financial access. Without attention to the cultural and social environment, new technologies like those that facilitate connected learning “tend to amplify existing inequity…access to social, cultural, and economic capital, not access to technology, is what broadens opportunity” (Ito et al., 2019, p. 6) (emphasis original).Youth need programs and mentors with social capital to broker connections; if brokering is treated as a market-driven process, this exacerbates inequity.
“The responsibility of providing mentorship, brokering, and connection building to link youth interests to opportunity is a collective one and cannot be shouldered only by families, nor only by schools and other public educational institutions. It entails a broader cultural shift toward recognizing the new learning dynamics of a networked era, paying more attention to learning and equity in online communities and platforms, and providing more educational supports in both formal and informal learning environments.” (Ito et al., 2019, p. 169)
Connected learning has often been conceived of as occurring along pathways, but recent research suggests that it “is more appropriately conceived of as the growth of a network of connections than as a linear pathway or an internalization of skills and knowledge” (Ito et al., 2019, p. 21). Connected learning is best seen “not as a journey of individual development that is transferrable across different settings that a person moves through, but as building stronger, more resilient and diverse social, cultural, and institutional relationships through time” (Ito et al., 2019, p. 167).
References
About Connected Learning. (2017, December 6). Retrieved April 12, 2019, from [clalliance.org/about-con...](https://clalliance.org/about-connected-learning/) Arum, R., Larson, K., & Meyer, W. M. (Forthcoming). Connected Learning: A Study of Educational Technology and Progressive Pedagogy. New York: New York University Press. Ben-Eliyahu, A., Rhodes, J. E., & Scales, P. (2014). The Interest-Driven Pursuits of 15 Year Olds: “Sparks” and Their Association With Caring Relationships and Developmental Outcomes. Applied Developmental Science, 18(2), 76–89. Ching, D., Santo, R., Hoadley, C., & Peppler, K. (2015). On-ramps, lane changes, detours and destinations: Building connected learning pathways in hive NYC through brokering future learning opportunities. New York, NY: Hive Research Lab. [hiveresearchlab.](https://hiveresearchlab.) files. wordpress. com/2015/05/hive-research-lab-2015-community-white-paper-brokering-future-learning-opportunities2. pdf (accessed November 15, 2015). Itō, M., Baumer, S., Bittanti, M., Boyd, D., Cody, R., Stephenson, B. H., … Tripp, L. (2009). Hanging out, messing around, and geeking out : kids living and learning with new media. Cambridge, MA: MIT Press. Ito, M., Gutiérrez, K., Livingstone, S., Penuel, B., Rhodes, J., Salen, K., … Craig Watkins, S. (2013). Connected Learning: An Agenda for Research and Design. Irvine, CA: Digital Media and Learning Research Hub. Retrieved from [dmlhub.net/publicati...](https://dmlhub.net/publications/connected-learning-agenda-for-research-and-design/) Ito, M., & Martin, C. (Fall 2013). Connected Learning and the Future of Libraries. Young Adult Library Services, 12(1), 29–32. Ito, M., Martin, C., Pfister, R. C., Rafalow, M. H., Salen, K., & Wortman, A. (2019). Affinity Online: How Connection and Shared Interest Fuel Learning. New York: NYU Press. Larson, K., Ito, M., Brown, E., Hawkins, M., Pinkard, N., & Sebring, P. (2013). Safe Space and Shared Interests: YOUmedia Chicago as a Laboratory for Connected Learning. Irvine, CA: Digital Media and Learning Research Hub. Retrieved from [dmlhub.net/publicati...](https://dmlhub.net/publications/safe-space-and-shared-interests-youmedia-chicago-laboratory-connected-learning/) Livingstone, S., & Sefton-Green, J. (2016). The Class: Living and Learning in the Digital Age. NYU Press. Maul, A., Penuel, W. R., Dadey, N., Gallagher, L. P., Podkul, T., & Price, E. (2017). Developing a measure of interest-related pursuits: The survey of connected learning. clrn.dmlhub.net. Retrieved from [clrn.dmlhub.net/wp-conten...](https://clrn.dmlhub.net/wp-content/uploads/2014/12/CRLN-Measurement-Paper-120714-for-CLRN.docx) Penuel, W., Van Horne, K., Santo, R., Ching, D., & Podkul, T. (2015). Connected Learning: From Outcomes Workshops to Survey Items. Retrieved from [hiveresearchlab.](https://hiveresearchlab.)files.wordpress.com/2015/05/clrn-from-workshop-to-survey-items-report-may-2015.pdf Van Horne, K., Allen, C., DiGiacomo, D., Chang-Order, J., & Van Steenis, E. (2016). Brokering In and Sustained Interest-Related Pursuits: A Longitudinal Study of Connected Learning. dml2016.dmlhub.net. Retrieved from [dml2016.dmlhub.net/wp-conten...](https://dml2016.dmlhub.net/wp-content/uploads/2016/02/14_vanHorne_CLRNBrokeringPaper040416_submit.pdf) Watkins, C., Lombana-Bermudez, A., Cho, A., Vickery, J., Shaw, V., & Weinzimmer, L. (Forthcoming). The Digital Edge: How Black and Latino Youth Navigate Digital Inequality. New York: New York University Press.
📚 Ito, M., Martin, C., Pfister, R. C., Rafalow, M. H., Salen, K., & Wortman, A. (2019). Affinity Online: How Connection and Shared Interest Fuel Learning. New York: NYU Press.
Ito et al describe the ways in which online affinity networks can be conducive to Connected Learning, explicating an updated model of Connected Learning in the process. This book is the output of the Leveling Up study; it is a collaboratively authored text identifying themes that were shared across multiple ethnographic studies in a variety of online affinity network contexts.
Connected learning “both describes a form of meaningful and opportunity-enhancing learning and guides design and policies that expand access to this form of learning” (p. 3).
It “is centered on young people’s interest-driven learning and is agnostic as to the types of relationships and institutions that can support this learning” (p. 3).
Some of the questions they seek to answer:
“How do relationships and networks provide social support, information, and connections to opportunity?... What kinds of relationships and networks support connected learning? Can online affinity networks help develop social capital, learning, and opportunity?...what kinds of additional relationships and supports do young people need to connect their learning in affinity networks to academic, civic, and career opportunities?” (p. 4)“Why do some young people go online primarily to hang out with existing peers and to browse entertaining YouTube videos, while others dive into online tutorials, courses, and communities of interest that drive more specialized forms of ‘geeking out’ and social organizing? What role can educators, parents, peers, and the developers of online resources play in shaping these dynamics? What kinds of institutional practices, policies, and infrastructures can build stronger connections between youth interests and sites of opportunity, particularly for less privileged groups? What kinds of cultural barriers and assumptions inhibit or facilitate the building of these connections?” (p. 7-8)
How do online affinity networks connect to educational, career, and civic opportunity?
While educational technology (“edtech”), and especially specific edtech tools, have both proponents and detractors, their approaches fail to consider that “Technologies and techniques…. Take on different characteristics depending on the cultural and social settings they are embedded in” (p. 6). Without attention to the cultural and social environment, new technologies “tend to amplify existing inequity” (p. 6).
“...access to social, cultural, and economic capital, not access to technology, is what broadens opportunity.” (p. 6) (emphasis original)
A history of this work: The Macarthur Foundation’s Digital Media and Learning Initiative funded research conducted by, among others, members of the Connected Learning Research Network.
One of these projects was the Digital Youth Project. Fieldwork for this project was undertaken in 2006 - 2007, when “teens were flocking to MySpace… YouTube was just taking off… before the mobile internet and texting had taken hold in the United States” (p. 8).
The output of that project was the book Hanging Out, Messing Around, and Geeking Out: Kids Living and Learning with New Media (Ito et al 2009). The model described in that book was designed to describe how children and teens interact with new media, but “was not designed to directly inform educational practice or design” (p. 9).
Affinity Online is an output of the Leveling Up project, another project of the CLRN. Contrasting with HOMAGO, Affinity Online is explicitly designed to inform “the design and deployment of learning technologies and related programs” (p. 10). The project came about because “…large-scale adoption of new media created an imperative to investigate the potential connections between young people’s online activities and meaningful opportunities in education, civic institutions, and careers” (p. 10).
“Critique of existing practices is necessary but not sufficient; we believe that those of us practicing ethnography and social science also have a role to play in presenting alternatives.” (p. 10)
METHODS
This text provides a “cross-case analysis of in-depth qualitative research in networked settings” (p. 12), specifically “a variety of affinity networks that make use of online spaces” (p. 13). Data collection methods include “questionnaires, surveys, semistructured interviews, observation, and content analysis of media, profiles, videos, and other online artifacts” (p. 13).
Networks were chosen by seeking out “examples of practices already existing in communities that can be spread and scaled to address systemic problems” (p. 14), an approach from the public health field called “positive deviance” (Pascale, Sternin, and Sternin 2010).
FINDINGS
Ito et al identify common characteristics of online affinity networks that support connected learning:
- Strongly shared culture and practices
- Varied ways of contributing
- High standards
- Effective ways of providing feedback and help (p. 17)
“…an interest cannot be separated from its culture, people, and places.” (p. 18)
“Connected learning is not limited… to a particular pedagogical approach… the focus is on building relational, practical, and conceptual connections across settings and experiences, centered on learning interests and affinities.” (p. 19)“…connected learning is more appropriately conceived of as the growth of a network of connections than as a linear pathway or an internalization of skills and knowledge” (p. 21)
“Transformative and resilient forms of learning are embedded in a web of social relations, meaningful projects, and shared activities with which a learner feels a sense of affinity” (p. 166)
“We see connected learning not as a journey of individual development that is transferrable across different settings that a person moves through, but as building stronger, more resilient and diverse social, cultural, and institutional relationships through time” (p. 167)
This idea of network-building as opposed to pathway-traversing is similar to the contrast Martin (2012) draws between traditional, linear models of information literacy and her new, more networked model of information literacy. It also has implications for people who are trying to identify pathways to connected learning, such as Bender & Peppler (2019). Should people asking questions like Bender & Peppler’s be investigating networks rather than pathways?
KEY FINDING: Online affinity networks rarely overlap with school or local networks or career networks.
“Building these connections requires concrete forms of sponsorship, translation, and brokering in order t oconnect interests to opportunity.” (p. 167-168)
“When we consider the resources and supports that young people need to connect their interests to their opportunity, equity becomes of critical concern.” (p. 168) Youth need programs and mentors with social capital to broker connections; if brokering is treated as a market-driven process, this exacerbates inequity.
“The responsibility of providing mentorship, brokering, and connection bulilding to link youth interests to opportunity is a collective one and cannot be shouldered only by families, nor only by schools and other public educational insitiututions. It entails a broader cultural shift toward recognizing the new learning dynamics of a networked era, paying more attention to learning and equity in online communities and platforms, and providing more educational supports in both formal and informal learning environments.” (p. 169
Barriers to “having a shared understanding and public agenda for how the adult world can harness online affinity networks for educational opportunity and equity” (p. 171) include the Digital Culture Generation Gap and Compartmentalized Social Networks.
Re: the Digital Culture Generation gap - “lack of understanding and visibility around what digital youth culture is about” (p. 172) and “cultural values and negative stereotypes” - e.g. gaming and fandom in particular are stereotyped as addicitvie and frivolous, respectively.
Re: Compartmentalized Social Netowrks - “online affinity networks can support bonding social captiial, but they have few avenues for bridging social capital between onlien relationships and local ones, limiting connections to academic, career, and civic opportunity” (p. 173).
Design Principles for creating Connected Learning Environments/Experiences:
Shared culture and purpose
- “Purpose-driven participation” (p. 174)
- “Diverse forms of contribution and participation” (p. 175)
- “Community-driven ways of recognizing status and quality of work” (p. 175)
“In learning environments that are less interest-driven [esp. Schools], it is more challenging to develop this sense of shared community values, culture, and purpose” (p. 176). Schools tend to foster this more in extracurriculars and electives. These activities offer a potential site of connection between online affinity networks and local networks.
Project-based and production-centered
- “Competitions, creative production, and civic engagement” (p. 178)
Openly networked
- Getting rid of disposable assignments
- Opportunities to communicate and collaborate
Bender, S., & Peppler, K. (2019). Connected learning ecologies as an emerging opportunity through Cosplay. Comunicar, 27(58), 31–40.
Bender and Peppler analyze case studies of two cosplayers “who benefited from well-developed connected learning ecologies” to identify themes that might be useful in designing connected learning environments. They identified the following themes: “relationships with and sponsorship by caring others; unique pathways that start with a difficult challenge; economic opportunities related to cosplay; and comparisons with formal school experiences.”
Kumasi, K. (2014). Connected learning: Linking academics, popular culture, and digital literacy in a Young Urban Scholars Book Club. Teacher Librarian, 41(3), 8–15.
Kumasi describes a Young Urban Scholars Book Club as a model connected learning program designed to meet the needs of youth who could “become disconnected from school and life if the right kind of learning opportunities are not available to them” (p. 8).
Kow, Y. M., Young, T., & Tekinbaş, K. S. (2014). Crafting the metagame: Connected learning in the Starcraft II community. Digital Media and Learning Research Hub.
Kow and colleagues describe a study of StarCraft II, a real-time strategy game, and the community surrounding it. They selected the game “as a research site because of its intellectual demands, academic relevance, and networked peer support driving players to strive to learn and achieve higher levels of gaming skills” (p. 5). They wanted to understand “both the design and uptake of the game within the context of connected learning” (p. 5), so they interviewed both players and members of the game-development team. They found that players and developers both brought up learning in the interviews.
They found that StarCraft II is a learning environment in which many features of connected learning are present:
-
- Competition
- Production
- Peer-support
- Interest-powered learning
- Community
- Openly-networked supports, provided both my the designers of the game and the community of players
- Social interaction and expertise that translates across contexts (home, school, public IRL, online)
“...at the core of learning that takes place within StarCraft II is a model in which players are connected by media content developed by players themselves, using the game editing tools or other social network tools, as well as an active and peer-supported social network.” (p. 5)
“...continuous participation within an ecosystem of technology-centered learning circles can help deepen the participants’ expertise and social skills.” (p. 43)
“Players can move at their own pace, take advantage of a diverse set of resources created by other players, and are invited to contribute their own knowledge and expertise.” (p. 44).
Dissertating in the Open: Keeping a Public Research Notebook
I’m making a few notes to myself here to document my process for keeping a public research notebook. They might be of interest to you, too.
First, I’m talking here mostly about keeping up with the literature. There are (in my opinion obvious) ethical implications of actually sharing your data on your website. I’ll explore them as I write my proposal, but right now, all I’ve got is other people’s research that I’m reading and writing about, and then I’ll probably have some memos on my own process of preparing for comps and selecting my dissertation topic. Nothing wild.
So, what am I doing? Well, inspired by some writing by Kris Shaffer and Chris Aldrich, and by the fact that I gave a keynote last weekend on Connected Learning and the IndieWeb, I want to share my reading notes on some of the readings I’m doing for comps. It will help me keep track of my most important notes, and maybe it’ll be useful for other people researching similar topics. I tend to pick fairly under-researched areas, and I know it can be frustrating to have to dig up the literature on those, so this is one way I can maybe make it easier for colleagues.
Raul Pacheco-Vega is another inspiration, as he both shares reading notes and has heavily influenced my literature review workflow.
What’s the workflow?
- I find the source, as described through one of the various techniques in my literature review workflow, and pull it into Paperpile. If Paperpile can't find a PDF on its own, then I track a PDF down or, if it's only available physically, track down a physical copy.
- If it's a PDF, I read it on my Android tablet with Xodo, making highlights and annotations using my Musemee Notier stylus. If it's a physical text, I take notes on a dedicated COMPS spread in my Bullet Journal (I use a Moleskine large dotted black notebook and a Pilot G2 07).
- I create a new Google Doc.
- From Paperpile, I copy the citation and paste it into the Google Doc. I name the Google Doc Author Year Article Title. (These are all in a folder called "Synthetic Notes," nested in a folder named after the literature area.)
- I type up a quick synthetic note based on my highlights and annotations.
- I use Paperpile to find a link to the source of the original.
- Then, I use a bookmarklet with the WordPress Post Kinds plugin to create a new bookmark on my website. (I use the bookmark post kind instead of a read, because I'm only doing an Abstract-Introduction-Conclusion extraction, not a full read of the piece.)
- I paste the abstract into the Summary box in the Response Properties box.
- I paste the contents of my Google Doc into the WordPress editor and use the "Clear formatting" button to clean up messy GDocs code.
- I give the post a tag related to the literature area (e.g., connected-learning) and select the category "Research Notebook," then publish!
Bilandzic, M. (2013). Connected learning in the library as a product of hacking, making, social diversity and messiness. Interactive Learning Environments, 24(1), 158–177.
Bilandzic describes a study that “explored implications for design of interactive learning enviornments through 18 months of ethnographic observations of people’s interactions at “Hack the Evening” (HTE)… a meetup group initiated at the State Library of Queensland in Brisbane, Australia… dedicated to provide visitors with opportunities for connected learning in relation to hacking, making and do-it-yourself technology” (p. 1 in author’s copy; consult published version for final page number). The study aimed to address “how free-choice learning environments can provided connected learning opportunities, in particular through an interactive, participatory and inspiring socio-cultural context for learning?” (p. 3 in author’s copy; consult published version for final page number) and the following three related questions:
- What factors facilitate the connected learning experience of members within the group?
- How does the public library as a location for the meetup group affect the participants’ learnign experience?
- What are challenges and barriers for connected learning as experienced by the group, and how can libraries address those? (p. 3 in author’s copy; consult published version for final page number)
Bilandzic draws a distinction between events like Hack the Evening and traditional “free-choice learning environments” such as libraries and museums “where learning is primarily supported through the physical environment” (p. 24 in author’s copy; consult published version for final page number). HTE focuses on designing a socio-cultural context where people can learn not only in a self-directed manner, but also socially and collaboratively. [Bilandzic’s emphasis on socio-cultural context is consonant with Lloyd’s and others' work on sociocultural models of information literacy.]
Bilandzic offers four suggestions for interventions to help overcome barriers for connected learning:
- Increasing the awareness of social learning opportunities within a learning environment
- Facilitating an open, collaborative and interactive culture among users in learning environments
- Providing access to contempoerary learning tools and materials for “learning-by-doing” activities
- Supporting informal socialisation and hangouts between participants inside as well as outside the learning space premises and opening hours (p. 25 in author’s copy; consult published version for final page number).
Larson, K., Ito, M., Brown, E., Hawkins, M., Pinkard, N., & Sebring, P. (2013). Safe Space and Shared Interests: YOUmedia Chicago as a Laboratory for Connected Learning. Irvine, CA: Digital Media and Learning Research Hub.
Larson et al document the YOUmedia Learning Lab at the Chicago Public Library’s downtown Harold Washington Library center. The lab is designed to support HOMAGO.
Ito, M., Gutiérrez, K., Livingstone, S., Penuel, B., Rhodes, J., Salen, K., … Craig Watkins, S. (2013). Connected Learning: An Agenda for Research and Design. Irvine, CA: Digital Media and Learning Research Hub.
Connected learning is an approach to education that calls for learning that is “socially embedded, interest-driven, and oriented toward educational, economic, or political opportunity. Connected learning is realized when a young person is able to pursue a personal interest or passion with the support of friends and caring adults, and is in turn able to link this learning and interest to academic achievement, career success or civic engagement.” (p. 4)
It has an equity agenda, aiming to create learning opportunities that engage nondominant youth and promote their academic, civic, or economic achievement. Connected learning experiences are production-centered, openly networked, and bring learners together around a shared purpose. While connected learning isn’t dependent on new media, new media provides many opportunities for creating connected learning environments. (See p. 12 for more.)
“Our argument is that for too many young people—particularly our most vulnerable populations of youth— their formal education is disconnected to the other meaningful social contexts in their everyday life, whether that is peer relations, family life, or their work and career aspirations. The connected learning model posits that by focusing educational attention on the links between different spheres of learning—peer culture, interests and academic subjects—we can better support interest-driven and meaningful learning in ways that take advantage of the democratizing potential of digital networks and online resources.” p. 87
“The connected learning model is an effort at articulating a research and design effort that cuts across the boundaries that have traditionally separated institutions of education, popular culture, home, and community.” p. 87