Coevolving Innovations

… in Business Organizations and Information Technologies


Open source, private source: foundations 0

Posted on January 24, 2013 by daviding

In my dissertation for Aalto University, I’ve chosen the label of “private source” in opposition for the label “open source”.  This dissertation has been under development for some years.  In November 2012, the annual Arctic Workshop – a meeting of graduate students and supervisors of the Finnish Doctoral Program in Industrial Engineering and Management — was scheduled to bring together participants from across Finland.  With a theme for 2012 of “Innovation and Sourcing”, and an opportune opening on my calendar, I went to Finland to participate.

As a graduate student, I prepared an article and presentation slides for the event.  The abstract sent in advance said:

This research paper is an excerpt from a forthcoming dissertation titled “Open source with private source: coevolving architectures, styles and subworlds in business”. The content has been extracted from the first and second chapters, particularly on foundational definitions. It has being contributed to the Arctic Workshop 2012 as a research paper as part of a thesis under development.

This thesis, as a complete work, inquires into the question: How do open source and private source coexist and coevolve as patterns of behaviour in business? The research approach chosen is inductive, from nine cases in which both open source and private source have been in play. Theories built in the fully-developed thesis are placed into pluralistic contexts, as an inductive approach to multiparadigm inquiry.

Coincident with the theme of “Innovation and Sourcing” for the Arctic Workshop 2012, this research paper aims to explain the terms “open source” and “private source”, mostly as distinct patterns as phenomena in contemporary business. The larger agenda of research into open source with private source has been largely precluded due to length.

While most people think that “open source” is about software, it’s about much more than that.  In addition, the label of “private source” has been carefully chosen with a deeper meaning, in contrast to labels of “closed source” or “proprietary”.

Since I’m about halfway through writing the first manuscript of the dissertation, I expect that these excerpts from the first and second chapter will eventually be revised.  The prescribed page limit (of 15 pages) was enough to introduce open source and private source, but not open source with private source.  A dissertation of 100 pages is normal.  I expect that my dissertation will much long than that.  Perhaps the average reader may be satisfied with this shorter excerpt.

[See the presentation and article on "Open source, private source: foundations" on the Coevolving Commons]

Designing for thrownness, design attitude, decision attitude 0

Posted on December 07, 2012 by daviding

“Designing for Thrownness” showed up for me via “Design, Wicked Problems and Throwness” by Harold G. Nelson.  The citation of Karl Weick as a source, with references to Flores & Winograd (1986), led me to find the Managing by Designing research led by Boland and Collopy, with the 2004 conference as Case Western Reserve abstracted in a series of videos (of which Thrownness is #4 of 7).

Boland and Collopy differentiate between a design attitude and a decision attitude.

A decision attitude toward problem solving is used extensively in management education. It portrays the manager as facing a set of alternative courses of action from which a choice must be made.

  • The decision attitude assumes it is easy to come up with alternatives to consider, but difficult to choose among them.
  • The design attitude toward problem solving, in contrast, assumes that it is difficult to design a good alternative, but once you have developed a truly great one, the decision about which alternative to select becomes trivial.

The design attitude appreciates that the cost of not conceiving of a better course of action than those that are already being considered is often much higher than making the “wrong” choice among them.

The decision attitude toward problem solving and the many decision-making tools we have developed for supporting it have strengths that make them suitable for certain situations. In a clearly defined and stable situation, when the feasible alternatives are well known, a decision attitude may be the most efficient and effective way to approach problem solving. But when those conditions do not hold, a design attitude is required. [editorial paragraphing added]

This contrast between a design attitude and decision attitude becomes clearer as Weick later describes thrownness.

Design is usually portrayed as forethought that leads to an intention. But on closer inspection, design may be less originary than it looks. One reason is because beginnings and endings are rare, middles are common. People, whether designers or clients, are always in the middle of something, which means designing is as much about re-design, interruption, resumption, continuity, and re-contextualizing, as it is about design, creation, invention, initiation, and contextualizing. What separates good design from bad design may be determined more by how people deal with the experience of thrownness and interruption than by the substance of the design itself.

Weick refers to Heidegger, via Winograd and Flores (1986):

Heidegger [... unpacks] the word geworfenheit (werf to throw, geworfenheit being thrown), which has been translated as “thrownness.” Heidegger treats being-in-the-world … as “the prereflective experience of being thrown into a situation of acting without the opportunity or need to disengage and function as detached observers” (Winograd and Flores, 1986, p. 97).

An example from Winograd and Flores (1986) is summarized by Weick, in the plight of a chairman in a difficult situation.

Revisiting the Socio-Ecological, Social-Technical and Socio-Psychological Systems Perspectives 0

Posted on December 06, 2012 by daviding

A report, plus a contributed article, on the socio-ecological, socio-technical and socio-psychological systems perspectives is now available.

The Tavistock Institute for Human Relations, from the 1950s through the 1980s, developed a legacy of research based in systems thinking that has had lasting impact on theories of organization design and change.  The International Federation for Systems Research biannually hosts a conversation event in Austria where systems researchers have the luxury of time to share in mutual learning.  A trigger question for a team was proposed:

  • In which ways is the Tavistock legacy still relevant, and which ways might these ideas be advanced and/or refreshed (for the globalized/service economy)?

Pointers to some of the relevant literature were provided.  Joining the team, at Linz, were:

Minna Takala led the development of the team report for the proceedings, as well as contributing an independent article extending learnings from the group.  An excerpt of these two publications is a repackaging from the full proceedings that comprise the work of four teams meeting in parallel.

Robust Yet Fragile Complexity, or Scale Free Network? 0

Posted on October 16, 2012 by daviding

A mention of “Robust-Yet-Fragile” label by resilience author @andrew_zolli led me to John Doyle‘s research at Caltech.  Andrew Zolli writes:

We rightfully add safety systems to things like planes and oil rigs, and hedge the bets of major banks, in an effort to encourage them to run safely yet ever-more efficiently. Each of these safety features, however, also increases the complexity of the whole.  Add enough of them, and soon these otherwise beneficial features become potential sources of risk themselves, as the number of possible interactions — both anticipated and unanticipated — between various components becomes incomprehensibly large.

This, in turn, amplifies uncertainty when things go wrong, making crises harder to correct: Is that flashing alert signaling a genuine emergency? Is it a false alarm? Or is it the result of some complex interaction nobody has ever seen before? [....]

CalTech system scientist John Doyle has coined a term for such systems: he calls them Robust-Yet-Fragile — and one of their hallmark features is that they are good at dealing with anticipated threats, but terrible at dealing with unanticipated ones. As the complexity of these systems grow, both the sources and severity of possible disruptions increases, even as the size required for potential ‘triggering events’ decreases — it can take only a tiny event, at the wrong place or at the wrong time, to spark a calamity.

In an 2007 Discover Magazine article, Carl Zimmer provides a simplified description of research conducted from a theoretical foundation (in Scale Free Networks) in contrast to that from empirical practicalities in control engineering.

In the 1990s, studying complex systems of all sorts became something of a fad following the emergence of “chaos theory.” Competing versions of this theory were emerging left and right; chaos was being touted as the science of the future. Doyle was unimpressed by most of the new ideas. “It was clear to me that they were just so far off the mark,” he says. Doyle made up a name that combined all the trendy buzzwords he came across: “emergilent chaoplexity.”

One reason that Doyle loathes emergilent chaoplexity is because it relies on superficial patterns. Doyle, by contrast, insists that his analyses draw from the gritty details of how things actually work.

As an example, Doyle points to what are known as scale-free networks. Many of these networks—interlinked sets of airports, friends, nerves in the body, and so on—have the same basic structure. A few nodes are highly connected hubs, while most other nodes have only a few connections. Any given small city airport probably connects to just a few others. Passengers rely on being able to transfer at a hub to reach most other places. But if you live in Chicago, you can take a direct flight from O’Hare Airport to hundreds of destinations.

Some researchers, like Albert-László Barabási at the University of Notre Dame, have argued (pdf) that the Internet shares a similar structure and that this accounts for why the Internet keeps humming even when some of its systems fail. Since hubs are rare, failures involving them are even rarer. But should a hub fail, researchers warned, it would lead to catastrophe. Their warning made headlines, with CNN reporting in 2000: “Scientists Spot Achilles’ Heel of Internet.”

Doyle was not impressed. “Everybody who knew how the Internet worked was puzzled by all this,” he says. He decided to test the Achilles’ heel theory by joining up with a group of collaborators and mapping a section of the Internet in unprecedented detail.

In that map, they found no Achilles’ heel. The Internet does have a few large servers at its core, but those servers are actually not very well connected. Each one has only a few links, mainly to other large servers through high-bandwidth connections. Much of the activity that occurs on the Internet actually lies out on its edges, where computers are linked by relatively low-bandwidth connections to small servers; think about how many e-mails office workers send to people in their building compared with how many they send overseas. If one of the big links at the core of the Internet crashed, Doyle and his colleagues discovered, it would not take the Internet down with it. Traffic could simply be rerouted through other big links.

The Internet works spectacularly well, despite the fact that over the past 30 years it has expanded a million-fold, absorbing new technology from BlackBerries to the iTunes music store with hardly any major changes to the basic rules it uses to move data. Doyle now knows why. It’s not just the physical arrangement of cables and servers that makes the Net so robust. Doyle and his colleagues showed that the software that runs the Internet uses feedback, in much the same way a jetliner’s computer does. The Internet can sense changing conditions and adjust itself.

The Internet has two kinds of feedback. It maintains a constantly updated picture of the entire network so that messages can be directed along the fastest routes. It also breaks down those messages and encapsulates them inside standardized packets of data, a little like using the standardized waybills and boxes provided by FedEx. Each packet can take its own path through the Internet. As packets arrive at the recipient’s computer, the message fragments in each packet are extracted and reassembled. Critically, as each packet arrives, it sends back a receipt to the sender’s computer. In heavy traffic, some packets get lost. In response to lost packets, computers slow down the rate at which they send their data, reducing congestion.

Together, these two types of feedback give the Internet a robustness more powerful than anyone anticipated. “These Internet engineers weren’t control theorists, but they built this incredibly robust network,” Doyle says. “Man, that’s awesome.” Then again, the engineers were doing something that evolution figured out long ago.

Looking at the original 2005 PNAS paper, Doyle and his coauthors create two models of networks, and then compares them to the real Internet.

City Sciences workshop, U. of Toronto 1

Posted on October 13, 2012 by daviding

The Cities Centre at the University of Toronto recently hosted a two day workshop on “Finding Connections Towards a Holistic View of City Systems“, as an NSERC Partnership Workshop to bring together academics, industry and government participants.  I was privileged to be invited as one of the 30 attendees to discuss potential future collaborations through a systems approach to urban issues.  The meeting was hosted by professors Steve Easterbrook and Eric J. Miller, and coordinated by Kathryn Grond.

On the first day, we had three speakers set stage for discussion:

Groups broke out for an exercise developing stories using Drivers of Change cards as triggers, and then writing some future headlines of outcomes that might be a result of future research.

On the second day, the morning was dedicated to 12 “Tools Talks” on emerging tools, techniques, data and models for collaborative work.  With a 7-minute target, I raced through a presentation on “Service Systems, Natural Systems: Systems Approaches to Urban Issues“, making relevant many of the ideas introduced at ISSS 2012.

Service Systems, Natural Systems: Systems Approaches to Urban Issues

In addition, I spoke on behalf of Roy Wiseman and Jim Amsden to introduce continuing development of the “The Municipal Reference Model: Government by Design“.  I echoed David Miller’s advice to “partner with the civil service”, as the MRM has a history of grassroots development by municipalities across North America.

Human capital spin-offs, free agent (learners), encore careers 0

Posted on September 26, 2012 by daviding

Tuesday, September 25, 2012 was my last day as an employee of IBM Canada.  I have been with company for almost 28 years, and was offered an option for an “early retirement” as an exit from the organization.  However, I expect that I will continue to work (and study) elsewhere for at least 10 to 15 years.  Since I’m not expecting to draw from the Canada Pension Plan any time soon, the label of “retirement” as applied by the company isn’t the same as that as applied by the government.  Statistics Canada has three categories in the Survey of Labour and Income Dynamics.

  • Career employment means having employment income or Employment Insurance (EI) benefits, no pension income and not reporting retirement as the major activity.
  • Bridge employment means having employment income or EI benefits, pension income or reporting retirement as the major activity, and not out of the labour force for more than six consecutive months at the end of the year.
  • Retirement means having pension income or self-identifying as retired with no employment income or EI benefits, or having pension income or self-identifying as retired with employment income or EI benefits, but out of the labour force for more than six consecutive months at the end of the year [Hébert and Luong 2008].

I don’t intend to take myself out of the work force in the near future.  It seems as though it’s not uncommon for retirement-eligible individuals to work.

Chart B: The prevalence of bridge employment doubles after age 60

Not only are the numbers of age 50 to 69 individuals active in bridge employment increasing, but so is the proportion increasing with aging of the baby boom cohort.

There’s three ways (and probably more) in which I could portray myself:

  • 1. A human capital spin-off
  • 2. A free agent (learner)
  • 3. An encore career

Each of these descriptions has a balance between accuracy and understandability (by the layman).

1. A human capital spin-off

A spin-off is normally viewed in an organizational sense, but there’s little in most definitions that couldn’t be extended to individuals.  One description comes from research specifying a base taxonomy.



↑ Top