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Early in April 1992, 14 experts in library and information science met in Ottawa with members of the Information Sciences and Systems Division of the International Development Research Centre (IDRC) to begin a unique brainstorming experiment. During the previous 20 years, IDRC and other agencies funded many efforts to collect, catalogue, maintain, and disseminate information assumed relevant to research in developing countries. As a result, information centres and networks proliferated and their funding requirements grew. Alas, the funding sources did not. Although information remained a "good thing," the time had come to reconsider the belief that more is better and to determine how the usefulness of information projects in developing countries might be assessed more objectively. As researchers in decision-making know, it is extremely difficult to determine the value of information except in the most contrived and trivial situations (e.g., see Arkes and Hammond 1986; Simon 1976; Thorngate and Ferguson 1977; Tversky and Kahneman 1974). Information cannot be valued except for its contribution to knowledge. Yet, as 100 years of research in cognitive psychology and pedagogy have shown, information almost never contributes to knowledge in an incremental or accretive way. Instead, it almost always combines in a manner akin to complex chemical reactions, generating knowledge as an emergent property. In short, information does not "add up" to knowledge; there is no monotonic or simple relation between the amount of information available and the amount of knowledge obtained. To make matters more complex, the value of knowledge is more related to its quality than its quantity and is highly contingent on one's goals and circumstances. Such complexity makes it difficult to employ simple quantitative criteria for deciding which information projects will receive funding and which will not. Of course, few would support a library with no books or patrons, or a journal with no articles or subscribers, but beyond such rare extremes there are no obvious guides to judge the relative merits of information projects. Correlations between the number of documents, the number of users, and the quantity, quality, and value of knowledge transferred are low. As a result, criteria based on such numbers are fallible and become more so as the number of competitors for limited funds increases (see Thorngate 1988; Thorngate and Carroll 1987, 1991). Other criteria such as "track record," that are correlated with prior opportunities, soon lead to the development of pampered cliques and to the exclusion of innovators (Thorngate and Hotta 1990). Requirements of standards (e.g., all bibliographic proposals must follow Library of Congress classifications) are as limiting as the standards themselves (consider the limits of ASCII, QWERTY or VHS outside North America). Imposition of partnerships or coordinated activities (e.g., a proposal must contain related projects in at least five countries) increase the risk that after all is said nothing is done. Faced with the daunting task of developing criteria for evaluating the relative merits of information projects in developing countries, Martha Stone, Director General of the Information Sciences and Systems Division of IDRC initiated a series of activities on how to assess the impact of information on development. Her first step was to seek advice from outside experts, and the recursive experiment was born. Following their April workshop, the 14 experts continued brainstorming about assessment criteria via a computer conference, which lasted until mid November. The contents of the computer conference were summarized by its designated facilitator, Michel Menou, for a subsequent face-to-face conference in Nairobi in March 1993, which included more representatives from developing countries. Their reactions to the summary and further suggestions for criteria are now being combined with papers from many of the 14 original participants in a book on assessment indicators for the impact of information on development. In addition, the assessment framework is now being tested in several information projects in developing regions. Computer Conferencing as a ForumThe difficulty of developing assessment indicators stimulated the 14 participants in the April 1992 workshop to engage in extended discussion and debate following their face-to-face meeting. Because they were scattered across the globe and busy with their own affairs, it was expensive and impractical to bring them regularly together.The traditional alternative of distributing papers via mail was plagued by its traditional problems: slowness, unreliability, and expense. A less-traditional alternative was thus considered. In light of advances in computer communication it seemed reasonable to attempt an extended brainstorming session using a computer conference. IDRC had first examined the appropriateness of computer conferencing for development purposes in 1981. In that year, the former Information Sciences Division organized a workshop on Computer-Based Conferencing Systems for Developing Countries (see Balson et al. 1981). As a result of this workshop, IDRC's Telematics Program was initiated to support research activities related to developing-country institution's access to and utilization of computer-based conferencing techniques. The first computer conference experiment undertaken by the Telematics Program was an international discussion of bioconversion of lignocellulosics fuel, fodder and food in 1983 (see Balson 1985). A second conferencing experiment was undertaken in the mid 1980s to support a Untied Nations University-sponsored Brucellosis research network in Latin America. The experiments indicated that three conditions were necessary for a successful computer conference:
North American and European participants were expected to have little trouble connecting to the COSY system from their local work place or home. The few participants from developing countries without reliable connections to COSY were periodically sent printouts via courier and asked to courier back papers or disks in response. Their responses were transferred to COSY for distribution to the participants with online connections. If the promises of the medium were fulfilled, the computer conference could be at least as effective as its face-to-face counterpart. It would also be far less expensive. If the promises of the medium were unfulfilled, however, much time and money would be wasted. There is still much to be learned about computer conferencing, its costs, benefits, products, and processes. There was thus good reason to monitor and to evaluate the computer conference. How is it possible to evaluate a computer conference? What criteria should be used to assess its strengths and weaknesses? Such questions are recursively familiar, highlighting the irony of agonizing over criteria to assess how others use the medium to agonize again over criteria to assess how others use information resources. Irony aside, however, the principal author was contracted to monitor computer conference activity and expense, and to obtain participants' reactions to the medium and its messages. Several Carleton University graduate students assisted in monitoring conference activity, generating regular printouts of new conference postings, and in recording summary information about them. Conference expenses were recorded at IDRC. Participants' reactions to the conference were obtained by questionnaire. There was, of course, no comparison group of face-to-face, conference-call, or letter-only discussion to afford relative evaluations of the computer conference. What follows should, therefore, be seen as a formative evaluation or a case study rather than a comparative assessment of a medium or its use. MethodBefore the April workshop, the conference was registered on the COSY system as IIDCONF in reference to the workshop title: Assessment Indicators for the Impact of Information on Development. The COSY system allows a computer conference to contain several discussion topics, each in its own directory, and much use was made of this facility. Ten topics were listed as subconferences of IIDCONF, and were titled Benefits, Calculation, Digests, General, Indicators, Literature, Policies, Projects, Research, and Other.Each participant was asked to post items under what he or she believed to be the most relevant topic title. Thirteen postings were considered relevant to more than one topic, the facilitator cross-posted 10 of them, and parts of the remaining three. One posting was obviously out of place and was transferred to a more relevant topic heading. ParticipantsIDRC invited 15 conference participants for the face-to-face meeting in April and for the subsequent IIDCONF computer conference. Those who were able to attend the April meeting were: Toni Bearman (USA), John Black (Canada), Antonio Briquet de Lemos (Brazil), Neil Burk (Canada), Blaise Cronin (USA), Julio Cubillo (Chile), Stepheny Ferguson (Jamaica), José-Marie Griffiths (USA), Woody Horton (USA), Michel Menou (France), Youssef Nusseir (Jordan), Jean Salmona (France), Rohan Samarajiva (USA), and Robert Vitro (USA). The 15th invited participant, Enzo Molino (Mexico), was unable to attend the April workshop in Ottawa but did participate in the computer conference. Martha Stone (IDRC) served as the 16th IIDCONF participant. Michel Menou was selected as the IIDCONF facilitator, with general instructions to encourage participation and to summarize periodically the major points and issues raised in each of the discussion topics.Hoping to benefit from the participants' brainstorms during the next phase of the indicators project, IDRC convened the face-to-face workshop, organized the computer conference and followed the conference dialogue. IDRC staff posted messages to IIDCONF only when necessary for clarification of some organizational or technical matter; only three such messages were posted. The computer conference was conceived as an 8-month roundtable discussion. Each participant was encouraged to discuss the conference with local colleagues and to encourage them in turn to submit postings to the conference as conference guests. Twelve such guests obliged: six of them once, four twice, and two five times for a total of 24 message postings. During the April workshop, participants were given the opportunity to be trained on the COSY system. John Black, the Librarian at the University of Guelph, provided much of the training by lecture, demonstration, and hands-on training in a computer room designed for the purpose. Several participants posted trial messages (e.g., "This is a test") during this time. As a result, data for the first month of the conference are somewhat unrepresentative and should be interpreted with caution. It should be noted that participants could send each other an e-mail (electronic mail) via COSY or via other e-mail systems they utilized. Many did. No records could be collected from COSY of how often this alternative means of communication was used for conference purposes. So two questionnaire items were included to gain some rough estimate of this e-mail usage. Participants accessed COSY via packet switched networks, INET, Internet, and via the offline method previously mentioned. Data CollectionEach conference posting contained a header with seven pieces of information:
QuestionnaireA 29-item questionnaire was distributed to participants at the end of the computer conference. It contained 10 background and usage items (previous computer communication experience, COSY use, etc.); seven training and technical items (regarding the training workshop, manual, phone problems, etc.); five items concerning conference preparation, organization, and leadership; four regarding conference submissions; and three regarding conclusions and recommendations. The items are reproduced in the results given in the following.ResultsPostingsTable 1 shows the number of postings in each sub-conference or topic for each month from the beginning of the conference to the end. There was no consistent increase or decrease in the number of postings over the conference period; contribution numbers seemed to fluctuate sporadically. The small number of May and June postings stimulated efforts by the facilitator and IDRC staff to encourage greater participation. The efforts seemed to have worked in July and August only to drop off thereafter, perhaps because the preliminary theoretical work had been largely completed.
As seen in Table 1, the most popular three subconferences were Benefits, General, and Other. In contrast, the least popular included Research, Projects, Literature, Calculation, and Policies. These popularity differences may reflect confusion about the content of subconferences. Alternatively, they may reflect an academic tendency to remain general and abstract in discussion and to avoid postings about more specific suggestions. Table 2 shows the contributions made by each participant to each subconference (to preserve anonymity, participants are listed in random order). There is no strong tendency for participants to specialize in one or two topics. It is obvious, however, that some participants were more active than others. The facilitator accounted for 49% of the IIDCONF postings. Six others together accounted for an additional 37%. The remaining nine participants and 12 guests generated only 14% of the postings.
Like face-to-face conferences, the IIDCONF seems to have been dominated by a minority — 25% of the participants accounted for 86% of the postings. The average number of characters typed (a simple measure of message length) shows a similar pattern. The seven most active participants (25%) generated 78% of the printout. Further analyses were conducted to examine how much participants interacted. At one extreme, no participant would respond to anyone's postings, and no interaction would occur. At the other extreme, every posting would stimulate everyone to respond and interaction would increase exponentially. The "re:" feature of COSY allowed some estimate of the postings stimulated by others. The penultimate row of Table 2 shows what percentage of each participant's postings were responses to other postings. Just over half of them were (53%), an indication of a healthy exchange. CostsThere were three distinct types of costs associated with the conference: the face-to-face workshop, the direct costs of the computer conference, and the indirect costs of the computer conference. The costs of the face-to-face workshop consisted of those traditional items associated with any face-to-face meeting: travel, food, lodging, mailings, supplies, etc. The direct costs of using the computer conferencing facility were revealed in two monthly invoices.First were the invoices sent to IDRC by the University of Guelph for COSY user IDs ($8 per month each), COSY connect charges ($8 per hour), and packet-switch linkage charges (also $8 per hour). Second were Bell Canada invoices for INET connections to COSY for the four participants who required this service. Table 3 shows a monthly summary of these charges for the invoices available. Each Guelph invoice covered a calendar month. The Bell invoices went from mid-month to mid-month, so were interpolated to align billing periods with those of Guelph (e.g., invoice for June = 1/2 the 16 May to 15 June invoice + 1/2 the 15 June to 15 July invoice) Not surprisingly, Table 3 reveals a strong association between monthly costs and monthly posting rates (see Table 1). It cost an average of $8.88 in COSY and communication charges for each of the 398 postings, or about 60 cents per copy sent. This compares favourably with charges for airmail stamps. Indirect costs of the computer conference are difficult to estimate, but they are probably not trivial. For example, the technical support provided by David Balson and John Black was substantial, as was the time taken by many participants to continue their discussion. By comparison, however, substantial clerical assistance is usually required for a face-to-face conference, and participants take almost as much time talking and listening as they do reading and writing.
QuestionnaireA user questionnaire was sent to 15 of the participants on 4 December 1992. Martha Stone was not sent the questionnaire to avoid a conflict of interest. By 1 February 1993, 12 of the 15 questionnaires had been returned. One of these stated only "I regret I was unable to participate..." and gave no answers. It was excluded, leaving 11 questionnaires for the analyses presented in the following.Six of the 11 completed questionnaires were faxed; one was missing the last two pages of the questionnaire and two had several blurred passages. In addition, some of the respondents skipped some of the questions. These factors account for the varying totals of responses to the questions. For ease of presentation, each question is reproduced as it appeared on the questionnaire followed by summaries of the responses. Quoted comments are given in random order to preserve anonymity. Background and Usage Items
Technical Training, Problems, and Support
Conference Preparation, Organization, and Leadership
Conference Submissions
Conclusions and Recommendations
DiscussionWas the conference successful? Was it cost-effective? If others are undertaken in the future, what can we learn from this one to improve them? Data about the conference activity, conference costs, and participant reactions allow a first approximation answering these questions.Was the Conference Successful?To answer this question, some bases of comparison are useful. Consider a few extremes. Perhaps the best possible computer conference would generate vast amounts of important and interesting dialogue; everyone would contribute equally and rapidly, responding to each other and building toward a mutual, intellectual synergism.Now consider some nightmare conferences. One would generate no activity; no one would login and nothing would be written or read. In another, one or two participants would contribute all information while the others passively read it like a periodical, or did not bother to read it at all. In a third, everyone would contribute but no one would respond to the contributions of others. In a fourth, factions would form around conceptual antagonisms and battle over assumptions in a deadly boring epistemological war. In light of such extremes, the activity data suggest that the conference was a qualified success. It was certainly not a disaster. On average, about 50 contributions were generated in each of its 8 months. Almost half of the participants averaged more 2.5 contributions per month. About half of the contributions were responses to other contributions. There were few signs of an analytical blood bath. On the one hand, by these criteria, it was a productive exchange. On the other hand, the facilitator contributed about half of the conference material, while over half of the participants contributed almost nothing. Discussion in half of the sub-conferences was sparse. Participants reported, on average, that only about half of the conference goals were met. It is difficult to say how much of the conference failings were a function of the forum or of the participants. In fairness to the forum, most face-to-face conferences show similar tendencies. For example, 20% of the faces usually make 80% of the contributions, and many meetings are poorly attended. The questionnaire indicates that the forum was new to most participants, so few could be expected to be facile in its use. Participants, however, reported chronic difficulties linking to COSY and additional difficulties using it. Many of the facilitator's contributions were directly related to his role: to encourage participation. They cannot be classified as attempts to dominate discussion. Nor can they be faulted for failing to increase the participation of those who could not use the system. Was the Conference Cost-Effective?The glib answer to this question is "yes," simply because no other forum could have accomplished its goals. By the standards of face-to-face conferences, the computer conference was a bargain. To accomplish the tasks achieved during the face-to-face workshop and the computer conference using only face-to-face meetings would have required the initial workshop and several more meetings.Even academics would take a long time in face-to-face discussion to generate the 325 pages of transcript accumulated from the computer-mediated alternative. Accordingly, the direct costs of the computer conference should be compared to the additional face-to-face meetings that would have been required. Its direct costs (about $3,500) would have paid for the travel and accommodation of only 3–4 participants at a face-to-face conference — half the number of those who regularly participated in the computer conference. The indirect costs for equivalent support may have been less in a traditional conference, but not by a large amount. If an hourly rate for the time and effort taken by participants to learn COSY, deal with its frustrations, type comments, etc., were factored into its costs, the computer conference may not have been such a bargain. Judging from the questionnaire comments, however, the medium was well-chosen for the task at hand. Although few had good things to say about COSY, and few escaped the frustrations of unreliable links to it, no one challenged or rejected computer conferencing as a potentially useful brainstorming forum. This tacit endorsement of the medium and the relatively low cost of its use suggest that further experiments should be undertaken to improve and to promote it. The questionnaire results provide many useful suggestions for how this can be done. How Can Computer Conferences Be Improved?It is worthwhile to recall that the success of any conference is a complex function of many elements including the nature and organization of the conference agenda, the quality, motivation and relationships of participants, the form of leadership, the conference setting, time constraints, and the medium of communication. The forum of a face-to-face conference is familiar, reliable, and transparent, so recommendations for improving the forum usually focus on the "other things" such as conference organization and leadership. Because a computer conference is not yet so familiar, reliable, or transparent, it is natural to look for ways to improve it by improving the forum. The current evaluation stimulated many technical suggestions for improving it. Yet they should not overshadow suggestions for improving the other things (Thorngate 1985).Technical Issues One cannot pass messages without a medium or exchange them without a forum. Judging from the questionnaires, there were nagging problems with both. Problems with telecommunication links to COSY were surprisingly common and chronic. They were as likely to occur in developed countries as in developing ones and discouraged or prevented many from greater participation. Alas, there is little that can be done to solve these problems, except to wait for the industry to improve service. There is, however, reason to be optimistic about improvement. Reliable digital telecommunication systems are rapidly replacing their less reliable analogue versions in both developed and developing countries. Within 5 years, perhaps half of the linking problems should be solved. More time can then be spent improving the forum. Participants did not like COSY. There was little to suggest that those who complained were merely rationalizing their low participation by "blaming the equipment." Almost all participants considered the COSY training they received to be quite adequate. In addition, there was no relationship between the degree of participation and liking for the system. The most common complaints about COSY concerned the difficulty of transferring files to and from it. This implies most participants want to use COSY as a file transfer facility, not as an online system for text composition and screen-reading. A few comments indicate why and confirm previous research (e.g., Thorngate 1991). Most users do not enjoy learning how to use a PC (personal computer) or learning how to use a local mainframe or network system. Few have the time to learn their advanced features. Although COSY may be wonderful and full of these features, most users see it as just another system to master. Most do not have the time to do so and little motivation when the system will not be used for long. In addition, it takes only one or two bad experiences with a telecommunication connection to realize that it is dangerous financially to stay on any system that charges too long. Combine such constraints with busy schedules full of interruptions and the prudent course of action is clear: read and compose messages locally, then get in, transfer files, and get out. As the complaints suggest, the participants in this computer conference found that COSY was not well-designed for this communication style. In fairness, COSY does have many of the file transfer features which participants desired. Their disuse suggests that future training sessions emphasize file transfer procedures and ensure that participants are confident in using them. COSY is not, however, the only alternative for computer conferencing. Recent improvements now make the Internet a viable alternative. Either through closed (restricted) news groups or (mailing) list servers of various kinds, the Internet allows its users to use their local system for conference-like forums, relying on its Internet connections to distribute automatically to the local systems of other conference participants all conference messages. The reading and writing of these messages can be done on each participant's local system. The extra knowledge needed to use the Internet facilities on the local system can be employed beyond any single computer conference. Training can be done locally; so can the solution of telecommunication problems. Conference messages can be collected by the facilitator on her or his own local system, then edited and "published" as a public document file for worldwide retrieval using Internet facilities such as "ftp," "gopher," or "wais." Furthermore, because the costs of most Internet connections are subsidized by local governments or host organizations, it is generally less expensive to use than COSY. In view of such advantages, it would be worthwhile to consider using the Internet for future computer conference experiments. Like COSY, however, few developing-country organizations currently enjoy direct, affordable access. Organizational Issues As the technical issues of a computer conference are resolved, the organizational issues become more apparent. A few can be gleaned from responses to the questionnaire. There seemed to be too many subconferences, and the reasons for offering some were ambiguous. As a result, messages tended to collect in a few popular conferences, although some may have been better suited to the less popular ones. The problems created by this seem minor and tractable. A hypertext system might ease the difficulty of finding related information in a hierarchical scheme. Greater emphasis might be given to creating more useful titles and keywords. Subtopic design was to structure the discussion and to minimize file management tasks. One discussion area with the facilitator organizing the results in appropriate read-only topics might have contributed to more and easier participant input. Future experiments should try different organizational schemes. There were some complaints about lack of focus, and many requests for more summaries. These may partly reflect the complexity of the conference theme, and partly the extended nature of the conference. Unlike face-to-face conferences concentrated in space and time, computer conferences allow participants to wander around, attend to their lives, and login for occasional visits. Following a conference hiatus and faced with screens full of new messages, few participants can be expected to keep tightly focussed on conference goals and themes. A typical participant will read something new that will immediately stimulate a close or remote association; he or she will then type it into the conference, logoff, and go home. Several days may pass before the participant reads any responses accrued. Under these conditions, one would expect a rapid decline in focus. Because of such forum characteristics and the problems that they cause, the computer conference facilitator's task is normally much more difficult and time consuming than his or her face-to-face counterpart (Thorngate 1991). Judging from the lack of complaints in the questionnaire and from previous evaluations of computer conferences, Michel Menou did a remarkable job as facilitator. Finally, it is useful to note most participants reported sending at least as many private e-mail messages to each other on topics related to the conference as they sent public conference messages. Like the informal discussions that occur in the halls of a face-to-face conference, these e-mail messages are probably crucial to the success of the venture. Further research should study their characteristics and their role in accomplishing conference goals. In the end, the success of a conference must be judged by the quality of its content. The current evaluation was not intended to assess quality. But the authors hope it has shown that a computer conference is a useful medium for international discussion, and that it should be further refined and used more extensively by international organizations involved in promoting sustainable and equitable development. References
Warren Thorngate is a professor in the Psychology Department, Carleton University, Ottawa, Canada; David Balson is senior program officer, Information Sciences and Systems Division, IDRC, Ottawa, Canada. This research was supported by a grant from IDRC. The authors thank Viviana Alonso and Fatemeh Bagherian for their diligent research assistance in conducting this evaluation. |
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