How To Use Technology To Counter Rumors During Crises: Anecdotes from Kyrgyzstan

I just completed a short field mission to Kyrgyzstan with UN colleagues and I’m already looking forward to the next mission. Flipping through several dozen pages of my handwritten notes just now explains why: example after example of the astute resourcefulness and creative uses of information and communication technologies in Kyrgyzstan is inspiring. I learned heaps.

For example, one challenge that local groups faced during periods of ethnic tension and violent conflict last year was the spread of rumors, particularly via SMS. These deliberate rumors ranged from humanitarian aid being poisoned to cross border attacks carried out by a particular ethnic group. But many civil society groups were able to verify these rumors in near real-time using Skype.

When word of the conflict spread, the director of one such groups got online and invited her friends and colleagues to a dedicate Skype chat group. Within two hours, some 2,000 people across the country had joined the chat group with more knocking but the group had reached the maximum capacity allowed by Skype. (They subsequently migrated to a web-based platform to continue the real-time filtering of information from around the country).

The Skype chat was abuzz with people sharing and validating information in near real-time. When someone got wind of a rumor, they’d simply jump on Skype and ask if anyone could verify. This method proved incredibly effective. Why? Because members of this Skype group constituted a relevant, trusted and geographically distributed network. A person would only add a colleague or two to the chat if they knew who this individual was, could vouch for them and believed that they had—or could have—important information to contribute given their location and/or contacts. (This reminded me of Gmail back in the day when you only had a certain number of invites, so one tended to chose carefully how to “spend” those invites).

The degrees of separation needed to verify a rumor was close to one. In the case of the supposed border attack, one member of the chat group had a contact with the army unit guarding the border crossing in question. They called them on their cell phone and confirmed within minutes that no attack was taking place. As for the rumor about the poisoned humanitarian aid, another member of the chat found the original phone numbers from which these false SMS’s were being sent. They called a personal contact at one of the telecommunication companies and asked whether the owners of these phones were in fact texting from the place where the aid was reportedly poisoned; they weren’t. Meanwhile, another member of the chat group had himself investigated the rumor in person and confirmed that the text messages were false.

This Skype detective network proved an effective method for the early detection and response to rumors. Once a rumor was identified as such, 2,000 people could share that information with their own networks within minutes. In addition, members of this Skype group were able to ping their media contacts and have the word spread even further. In at least two cases and in two different cities, telecommunication companies also collaborated by sending out broadcast SMS to notify subscribers about the false rumors.

I wonder if this model can be further improved on and replicated. Any thoughts from iRevolution readers would be most welcome.

Can Live Crisis Maps Help Prevent Mass Atrocities?

Live crisis maps tell stories, hopefully compelling stories the last chapters of which have yet to be written. To paraphrase my New York Times colleague Anand Giridharadas: They used to say that history is written by the victors. But today, before the victors win, if they win, there is a chance to scream out with a text message, a text message that will not vanish, a text message that will remain immortalized on a map for the world to bear witness. What would we know about what passed between Turks and Armenians, Germans and Jews, Hutus and Tutsis, if every one of them had had the chance, before the darkness, to declare for all time: “I was here, and this is what happened to me”?

Anand recently sat down with Elie Wiesel to talk about the power of bearing witness. “If one idea has animated Mr. Wiesel’s life, it is that of the power of memory: memory gives culture, he likes to say; memories spoken and shared can prevent remembered tragedies from recurring.”

This afternoon, I sat down with someone who recounted to me in graphic detail the absolute horrors he witnessed during weeks of relentless violence in Central Asia less than a year ago. Survivors uploaded their videos and pictures of the targeted violence but they did so weeks after the murders and uploaded them on several different websites, making the aggregation of evidence difficult. The international media remained unresponsive which hampered advocacy efforts. The remaining survivors were so desperate for attention that they even painted SOS in large letters on nearby roads in hopes that passing helicopters or airplanes would come to the rescue. But help from the skies above never came.

Would a live crisis map have made a difference? Would a single, public repos-itory of geo-referenced evidence mapped in real-time and multi-media format have mattered?  There are of course those who still ask, “What’s the point of putting dots on a map? How’s that supposed to change anything?” As my Ushahidi colleague Brian Herbert likes to respond, “Well then, what’s the point of having words on a page, huh? How are words going to change anything?” They say that the pen is mightier than the sword. Can the live crisis map be even mightier than the pen? If a picture is worth a 1,000 words, what is a live map worth? Will all live maps have the desired impact? Of course not, just like not every letter or book ever written has had significant impact.

But some live crisis maps may create unprecedented pressure to respond in a more timely manner. As my colleague Olga Werby recently noted,

“Mr. Moreno-Ocampo, the ICC [International Criminal Court] Prosecutor, sited Facebook and other social media as key influence in ICC taking action in Libya: ‘[Facebook and social-networking] triggered a very quick reaction. The [United Nations] Security Council reacted in a few days; the U.N. General Assembly reacted in a few days. So, now because the court is up and running we can do this immediately,’ he said. ‘I think Libya is a new world. How we manage the new challenge—that’s what we will see now.” (CNN World News article: “Gadhafi faces investigation for crimes against humanity” by Atika Shubert (watch the video at 1:40), published on March 3, 2011.) Mr. Moreno-Ocampo talks about sea-change in the world’s reaction time to crisis due to the effects of ICT!”

In his recent piece on “The Political Power of Social Media“, Clay Shirky noted that access to conversation is more important, politically, than access to information. He writes that change in behavior does not come from mass media alone. Rather, it is a two-step process where the second, social step, stems from the conversations that happen between family, friends and colleagues about new information related by the media. This is when political change becomes possible. I have witnessed first hand how crisis maps catalyze conversations and prompt questions about the patterns that materialize on the maps, the actions of a government or secret police, the reasons for the status-quo, etc.

After his conversation with Elie Wiesel, Anand wrote the following:

“The debate has tended to dwell on the question of whether all this overseas digital mirroring of a crisis, especially when the Internet is inaccessible or censored in the nation in crisis, is of any use to those on the ground. But what is often missing from the debate is the idea of bearing witness: the notion, as Mr. Wiesel, a survivor of the Auschwitz and Buchenwald concen- tration camps and a Nobel Peace Prize laureate, once put it, that an experience like the one he endured ‘cannot stay with me alone. It must be opened, it must become an offering, it must be deepened and given and shared.’ Today, at age 82, he is a trace removed from the latest technology trends, but he was more vigorous than many half his age in seeing a place for technology in tragedy. It is partly that the sufferings of others are available to much of the world in real time today, he said, and partly that the multiplication of avenues to publish and to access what others publish makes people less confined to particular sources:

‘Since they come from a variety of sources, from a variety of people, representing all ideologies and all sensitivities, we know. We cannot not know,’ Mr. Wiesel said.  ‘Whether you want it or not,’ he added a moment later, ‘we are witnesses.’ Because of technology, and because of the progress made in technology, especially in the field of communication, no one has any excuse anymore to say, ‘I don’t know; I didn’t know; I wasn’t aware’.”

After listening to the horrors that happened in Central Asia, I reached for my laptop and turned to the live Crisis Map of Libya. The person who had just recounted some of the atrocities he had witnessed had never seen a map quite like this one nor heard of Ushahidi. I explained to him the range of possible features and the different ways that people around the world have used the mapping platform over the past three years.

I felt some hope from my interlocutor, he was excited but I could tell that—like myself—he was also trying not to get his hopes too high. But there are definitely grounds for hope. He said something like this had never been tried in his part of the world before. Will it work? There’s only one way to find out. The last chapters of this story have yet to be written.

Live Crisis Mapping: Update on Libya and Japan

Update: The Japan Crisis Map team is now partnering with government officials. Government staff will be using iPads with the Ushahidi iPad app to report information from the field. Also, one of the Japanese cell phone operators has pledged to lend over 12,000 cell phones to volunteers.

All of us had really hoped that 2011 would be a quieter year for crisis mapping. The devastating earthquake that struck Haiti during the very first month of 2010 in many ways created a new generation of volunteer crisis mappers. This was followed rapidly by crisis mapping operations for the US, Chile, Pakistan, Russia and Colombia among other crises, which prompted the launch of the Standby Volunteer Task Force for Live Mapping in October 2010.

This year is unfortunately no less busy for Crisis Mappers around the world. The Standby Task Force was activated to provide mapping support to Sudan Vote Monitor for the Sudan referendum, the Christchurch Recovery Map for New Zealand earthquake and most recently the Libya Crisis Map. The latter was requested by the Information Services Section of the UN’s Office for the Coordination of Humanitarian Affairs (OCHA), an unprecedented move by the UN to engage directly with volunteer technical communities like the Task Force.

In order to provide the UN with more long term crisis mapping support in Libya, we teamed up with the UN’s Online Volunteer Service program to scale the number of Task Force volunteers considerably. We more than doubled our size in a week and now have more than 400 volunteers from over 50 different countries around the world. It was a huge challenge to train so many new crisis mappers, and that’s an understatement. But our seasoned volunteers did a formidable job and our new crisis mappers are doing an absolutely stellar job. The team has now mapped over 1,000 reports and continue to provide OCHA, UNHCR, WFP, IRC, Red Cross and others with a real time crisis map of Libya.

In the midst of this transition in Libya, one of the most devastating earthquakes in centuries hit northern Japan, causing one of the most destructive tsunamis in recent memory. Just hours after the earthquake, a member of Japan’s OpenStreetMap community launched a dedicated Crisis Map for the mega-disaster. A few hours later, Japanese students at The Fletcher School (which is where the Ushahidi-Haiti Crisis Map was launched) got in touch with the Tokyo-based OpenStreetMap team to provide round-the-clock crisis mapping support.

The Fletcher Team, which now includes Japanese students from Harvard and MIT, have been combing the Twittersphere for relevant updates on the situation in Japan. I have spent several hours over the past few days on the phone or Skype with members of the team to answer as many questions as I can on how to manage large scale crisis mapping efforts. They are doing a stellar job and it’s amazing that they’re able to balance these efforts while being in the middle of mid-term exams.

Over 4,000 reports have been mapped in just 6 days. That’s an astounding figure. Put differently, that’s over 600 reports per day, or one report almost every two minutes for 24 hours straight over 6 days. What’s important about the Japan Crisis Map is that the core operations are being run directly from Tokyo and the team there is continuing to scale it’s operations. It’s very telling that the Tokyo team did not require any support from the Standby Volunteer Task Force. They’re doing an excellent job in the midst of the biggest disaster they’ve ever faced. I’m just amazed.

As for who is using the map, it’s hard to get updates from our colleagues because they are completely swamped, but we have confirmed reports that several foreign Embassies in Tokyo are using the live map. One Embassy official asked that the map be kept “as up to date as possible because this picture is worth the proverbial 1,000.”

The Volunteers Behind the Libya Crisis Map: A True Story

My colleague Clay Shirky calls it “Cognitive Surplus” in his recent book. Don Tapscott and Anthony Williams refer to it as “MacroWikinomics” in theirs. What is cognitive surplus? The trillion hours of free time enjoyed by the world’s educated population every year. Don and Tony describe MacroWikinomics as mass distributed collaboration on scales we’ve never seen before thanks to technology. We’re familiar with deficits and shortages, writes, Clay, but when it comes to surplus social capital, things quickly become unpredictable—especially when this capital scales thanks to the use of social networking platforms and Web 2.0 technologies. But then again, says Clay, “Many of the unexpected uses of communication tools are surprising because our old beliefs about human nature were so lousy.”

We saw cognitive surplus and macrowikinomics in action in the wake of the Haiti earthquake when more than a thousand Creole-speaking volunteers in no fewer than 49 countries around the world contributed thousands of hours of their own free time to translate tens of thousands of text messages coming from the disaster-affected population in Haiti. The map above depicts the location of each digital volunteer based on their ISP address.

As I noted in my talk at PopTech last year, it was an emotional reaction to the breaking news on CNN that prompted me to call my colleague David Kobia at Ushahidi to launch a crisis map of Haiti. But it was access to social networks, cognitive surplus, free social networking and easy mapping tools that translated that initially private, emotional reaction into public, collective action. And this was by no means a one-off, as I recently noted in my blog post on Changing the World One Map at a Time.

The Standby Task Force volunteers behind the Libya crisis map have been equally inspiring. They come from diverse backgrounds and live in some 30 countries. The map above doesn’t (yet) include all the 220+ Task Force volunteers, but it  gives you an idea of just how global this initiative is.

Just yesterday, I found out that one volunteer is an airside manager at Heathrow airport in charge of real-time crisis management and incident control. He jumps on Skype to help out on the Libya crisis map after the last aircraft have taken off around midnight. Another is 63 and was part of an initial group that put the pieces together leading to the modern tour business of rock and roll concerts back in the 1970s. He did the setup for the Simon & Garfunkle tour in the early 80s. A third volunteer brings 16 years of disaster management experience to the Task Force and has lead a number of international search & rescue teams around the world. I could go on, and on—there are more than 200 of such profiles!

It’s also great to see that the Task Force is nowhere close to just being a “Global North” initiative. We have volunteers from (or based in) Haiti, Ghana, Egypt, Sudan, United Arab Emirates, Tajikistan, Sri Lanka, Singapore, Australia, Samoa, Colombia and Brazil. And this is again just a subset.

These volunteers have accomplished so much over the past 7 days. An hour after UN/OCHA requested activation of the Task Force, the Tech Team launched the technical platform for the crisis map using Ushahidi, which they’ve been customizing (front-end and back-end) every day since. They launched a second map for the public just days later and in the first 3 days of that launch, the site received 18,000+ unique visitors and 44,000+ pageviews from 65 countries.

The Media Monitoring Team, Geolocation Team, Reports Team and Verification Team have mapped some 500 individual reports in just 7 days. They’ve been monitoring over 70 individual online sources almost around the clock for relevant content that can be added to the map. The Geolocation Team has found GPS coordinates for all the reports that end up on the map thanks to the Reports Team. The Analysis Team has produced a number of important heat maps and trends analysis reports for OCHA. The Verification Team has been providing quality control for the mapped data and triangulating reports whenever possible.

Meanwhile, the Task Team has focused on two core and urgent research projects solicited by the UN to improve the crisis map and their preparedness operations. The Humanitarian Liaison Team is composed of Task Force coordinators and representatives from the UN and other humanitarian groups. They facilitate communication between the teams listed above and our humanitarian partners. Between them, all of these teams have written over 1,200 Word document pages, font size 10, based on their exchanges on the Skype—again in just 7 days. Did I mention that these are all volunteers contributing their own “cognitive surplus” above and beyond their current jobs, classes, family lives?

It’s incredible to think that the Task Force only launched last October. And it’s only going to keep getting better, keep growing. Indeed, we’re now in touch with the coordinators of the United Nations Volunteer (UNV) program after I suggested to the UN in a phone conversation and my previous blog post that we tap into that resource to scale the Task Force’s support for Libya and beyond. It turns out the UN has an Online Volunteers Service (OVS) website!

According to our contacts at OVS,

“Many NGOs, governments and United Nations agencies already recognize the value of online volunteering, their satisfaction with the collaboration with online volunteers runs at 90%.  In 2010, our three person OVS staff team mobilized 10,000 online volunteers from 168 countries who completed 15,000 assignments, amongst them online volunteers who supported UN OCHA Colombia in the area of disaster related data gathering and management.”

To say I’m super, super excited about this potential collaboration would be an understatement. In fact, I always grin when writing the following to recruit new volunteers: “So, you want to be a Crisis Mapper?” Totally stealing Yoda’s line from StarWars when he asks young Luke Skywalker: “So, you want to be a Jedi, hmmmm?” For me, today’s Jedis are definitely the crisis mappers I work with on the Task Force. So as I’m fond of saying:

“May the Crowd be with you, always.”

Changing the World One Map at a Time

The response to last year’s crises in Haiti, Chile and Pakistan revealed an exciting potential. Volunteers from thousands of miles away could possibly play an important role in humanitarian operations by using social networking platforms and free, open source software to create live crisis maps. Today’s volunteer efforts on the Libya Crisis Map are turning that potential into reality.

When I called Ushahidi’s David Kobia to launch the Haiti Crisis Map just hours after the earthquake that struck Port-au-Prince, that was purely an emotional reaction. I had no plan. I just needed to do something because watching the first reports coming in on CNN was agonizing and unbearable. Some of my closest friends from The Fletcher School were in Haiti at the time and I had no idea whether they were still alive. Little did I know that several hundred volunteers from dozens of countries would soon join the efforts to create a live crisis map of the disaster-struck country.

I called David again a few weeks later just hours after another earthquake had struck, this time Chile. Unlike Haiti, I now had a better sense of what it would take to launch a crisis map, but I had no idea who might volunteer to keep this map alive around the clock since volunteers working on Haiti were either over-stretched or burnt out, or both (like I was). As luck would have it, I was due to give a talk at Columbia University that same day on our experience in Haiti. So I used my speaking slot to recruit volunteers for Chile. Several came up to me after the presentation and some sixty new volunteers were trained within 48 hours. This is how the Chile Crisis Map got started.

Pakistan was different. I didn’t launch a crisis map; someone else did, and from Karachi. But he needed volunteer support to create the Pakistan Crisis Map so we turned to the incredible volunteers who had helped out in Haiti and Chile and recruited new ones along the way. By now, we had a core set of volunteers with an impressive track record in live crisis mapping.

This is when I realized what the next logical step was. To give these volunteers a name and visibility. We needed to give them the opportunity to share what they had learned and train new recruits. Thus was born the Standby Volunteer Task Force: an online community for live mapping.

We got to work right away after launching in October 2010. Our first step was to create protocols and establish workflows in order to streamline crisis mapping processes and render them as efficient and effective as possible. We had the opportunity to test our first drafts thanks to the UN OCHA Colombia team who invited us to participate in an official earthquake disaster simulation exercise just weeks after we launched. This provided us with invaluable feedback which we used to revise our protocols.

In January of this year, we activated the Task Force to provide live mapping support to monitor the referendum in Southern Sudan. We also learned a lot from that experience and improved our workflows accordingly. Last month, New Zealand was struck by a powerful earthquake so we activated the Task Force at the request of local disaster response colleagues. Again, there were some important lessons gained from that deployment, and again we went back to our protocols and workflows to improve them further.

This week, the Information Services Section of OCHA in Geneva requested that the Task Force be activated for Libya. This was a first. Unlike Haiti, we had a direct channel from day one to the main coordinating body of the UN for humanitarian assistance. We also had a trained network of volunteers on standby with protocols and workflows that had already been revised and tested several times over almost half-a-year. It is also important to emphasize that many Task Force volunteers are skilled professionals, including humanitarian professionals. This is a self-selected group and while many new volunteers who join may have little experience in crisis mapping, they go through a structured training process managed by the most experienced volunteers on the team.

The result? A Crisis Map of Libya launched within hours and public institutional support expressed within days. Some of the awesome volunteers crisis mapping Libya brought their experience from the Haiti, Chile and Pakistan days. Most however, are newly trained and bring renewed energy, dedication and good cheer to the Task Force.

Below is a new interface option developed as a plugin for an Ushahidi project in Liberia that is being used for Libya as well. Our colleagues at OCHA are using this interface almost exclusively as it provides a number of important functionalities for data visualization and comparative analysis:

The public tweets below are amazing and unprecedented in so many ways! Thank you UN and Josette, we really appreciate your public support!

Note that Josette Sheeran is the Executive Director of WFP.

We still have a long way to go with the Task Force, but boy have we covered even more ground since Haiti. There are for me two powerful narratives in this story:

The first is a reminder that being human is about helping others in need. And thanks to today’s easy mapping platforms, volunteers can help respond to a crisis from thousands of miles away by collaborating online to create a live map that can be used to support humanitarian operations. They can use social networking platforms to connect, organize, recruit and train. There’s so much we as volunteers can do online to help, especially if we’re prepared and are ready to work hard. This is why I think it’s time for established volunteer networks like UN Volunteers (UNVs) to offer both field-based and web-based opportunities. Why not train UNVs in online crisis mapping so they can be activated to directly support UN operations via web?

The second powerful narrative for me is the collaboration between large established organizations and new decentralized volunteer networks. OCHA took a bold move when they decided to bet on the Volunteer Task Force for the Libya Crisis Map. They should be applauded. They’ve never done this before and neither have we (vis-a-vis direct collaboration with a UN office during a major crisis). I find this unprecedented move a powerful indication that learning by doing is almost always better than learning by just talking. This impromptu collaboration also shows that large organizations and small volunteer networks can work together in a way that creates more added value than flying solo does.

It’s the beginning of a new world for humanitarian response; The Prologue, if you will. I’m excited for what comes next. I know there’s a lot to figure out and many obstacles to overcome. I have no illusions of that. But I’m hopeful; as ready as I’ll ever be; and I have the honor and privilege to work with and learn from the best volunteer network of crisis mappers on the planet. They are the true heros, for without them the map would be barren. Onwards.

Crisis Mapping Libya: This is No Haiti (Updated)

Update: Public version of Libya Crisis Map now available:

http://libyacrisismap.net

We activated the Standby Volunteer Task Force (SBTF) on March 1st and quickly launched a Crisis Map of Libya to support humanitarian preparedness opera-tions. This is the largest deployment of the Task Force since it was formed at the 2010 International Conference on Crisis Mapping in Boston (ICCM 2010). Task Force partners include CrisisMappers, CrisisCommons, Humanity Road, ICT4Peace, Open Street Map and MapAction. The Task Force currently has trained 166 volunteers. I’m amazed at how far we’ve come since the response to the Haiti earthquake.

Crisis mapping Libya is definitely no Haiti, for many reasons. The first is that unlike Haiti, we didn’t have to recruit crisis mapping volunteers from scratch. We didn’t have to spend a third of our time training volunteers. We didn’t have to develop new work flows and protocols from thin air. All we had to do was activate the Standby Task Force and everyone knew what to do, like set up dedicated Skype chats (communicating via email is too slow in these scenarios, networked communication is the way to go). Our volunteer CrisisMappers had already been trained and had even participated in an official UN crisis simulation exercise with OCHA in Colombia a few months earlier.

The second reason why this is no Haiti is because the request for activation of the Standby Task Force to provide live crisis mapping support came directly from the UN OCHA’s Information Management unit in Geneva. This was not the case in Haiti since there was no precedent for the crisis mapping efforts we launched at the time. We did not have buy in from the humanitarian community and the latter was reluctant to draw on anything other than official sources of information. Crowdsourcing and social media were unchartered territories. OCHA also reached out to CrisisCommons and OpenStreetMap and we are all working together more closely than ever before.

Contrast this to the case of Libya this week which saw an established humanitarian organization specifically request a volunteer technical community for a live map of reports generated from Twitter, Facebook, Flickr, YouTube and mainstream media sources. Seriously, I have never been more impressed by the humanitarian community than I am today. The pro-active approach they have taken and their constructive engagement is absolutely remarkable. This is truly spectacular and the group deserve very high praise.

From the official annoucement:

OCHA, UNOSAT and NetHope have been collaborating with the Volunteer Technical Community (VTC) specifically including the CrisisMappers, Crisis Commons, Open Street Map, and the Google Crisis Response Team over the past week. The CrisisMappers Standby Task Force has been undertaking a mapping of social media and new reports from within Libya and along the borders at the request of OCHA.  As well, the Task Force is aiding in the collection and mapping of 3W information for the response. UNOSAT is kindly hosting the Common Operational Datasets to be used during the emergency (http://www.unitar.org/unosat/libya). Interaction with these groups is being coordinated by OCHA’s Information Services Section. Focal Point: Andrej Verity [verity@un.org].

The third reason this is no Haiti is because we are creating a live map of a hostile situation still unfolding. Haiti provided a permissive environment, politically and geographically. Libya couldn’t be more different. We experienced the serious challenges of crisis mapping a hostile environment when we created a crisis map of Khartoum at the request of local Sudanese activists. This was a stressful deployment but one that was able to provide an important window into what was happening in Khartoum.

In the case of Libya, our humanitarian partner requested that the crisis map be password protected. We intend to make the map public after this phase of the humanitarian operations is over. In the meantime, the screenshots below provide a good picture of what the platform looks like. In the first 48 hours since the activation of the Task Force, over 220 individual reports have been mapped, many including pictures and some with video footage.

We also pulled in the data from the Google Map created by @Arasmus to complement our own live mapping:

None of the above would be possible without such a dedicated network of skilled crisis mapping volunteers. They are truly outstanding and a testament to what civic engagement can do online from thousands of miles away. There’s no doubt that our approach can still be improved. But there’s equally no doubt that all the learning we did in Haiti, Chile and Pakistan went beyond just recommendations but were actually  put into practice in a big way thanks to the Task Force.

The Task Force has over 160 volunteers from 18 different countries. Do you want to become one of those crisis mappers? If so, please send an email to join@standbytaskforce.com and we’ll train you on how to become a real pro in crisis mapping.

Civil Resistance Tactics Used in Egypt’s Revolution #Jan25

It’s easy to overlook the importance of civil resistance savviness when talking about the protests that forced the hand of power in Egypt. The media placed Facebook, Twitter and YouTube on center stage as if actors in their own right. What struck me most, however, was how well-trained and disciplined the movement was. I believe this had a pivotal impact on the outcome of the protests. Identifying the specific tactics and strategies used in Egypt is important to balance the focus on technology. It is equally important to explain how the popular resistance acquired those skills so others might do the same.

Above is the first page of a 26-page how-to guide circulated in both hard- and electronic-copy during the first wave of protests in Egypt. The document was translated into English by The Atlantic and outlines a number of critical points central to civil resistance, including very specific demands on the Mubarak regime; concrete goals for the popular resistance and tactical steps to achieve these stated goals. The guide also provided tips on what protection gear to wear and how to engage the police with the use of spray paint.

Ahmed Salah, one of the co-founders of the April 6th movement,  later recounted how they mobilized protesters:

Starting in the alleys was not a random decision. It makes tactical and strategic sense regardless of the technology used to coordinate this. Starting small and away from the main protests is a safe way to pool protesters together. It’s also about creating an iterative approach to a “strength in numbers” dynamic. As more people crowd the smaller the streets, this gives a sense of momentum and confidence. Starting in alley ways localizes the initiative. People are likely neighbors and join because they see their friend or sister out in the street. This tactic figured as a drawing in the 26-page guide:

The guide also stressed the need to remain peaceful and not engage in sabotage. The discipline of remaining non-violent is instrumental in civil resistance. Engaging in violence provides government forces with the excuse they’re looking for to clamp down on protesters and delegitimize them in a public way. The guide also recommends that activists try to win over the police and army instead of attacking them. The protesters behind this guide were clearly well trained and knew what they were doing. They even provided several Google Earth screen shots of different parts of the city to recommend tactical moves:

See my blog post on Maps, Activism and Technology: Check-in’s with a Purpose for more on the above picture.

Activists thus took deliberate and informed actions and used technology to synchronize those actions. How did the popular movement become this sophisticated? Young Egyptians had lots of practice. From the Kefeya movement of 2004, the elections of 2005 (and 2010), the April 6 movement of 2008 and the Khaled Said campaign of 2010. They learned from each confrontation and adapted their tactics and strategies accordingly.  They reached out to others such as Otpor in Serbia for training and guidance. The Serbs met with Egyptian groups and  “shared their own hard-won experience, as well as fundamental lessons of popular nonviolent resistance,” according to this article in The Atlantic.  And they took inspiration from the writings of Gene Sharp.

The New York Times recently published an article on Sharp and Egypt entitled: “Shy US Intellectual Created Playbook Used in Revolution”. I have already blogged about Sharp’s work here and here so won’t repeat myself other than to conclude with this: protesting intelligently increases the chances of success. Protesting unprepared and spontaneously will not work, as I have written in this blog post regarding the Sudan protests. Repressive regimes are getting smart. It is important that resistance movements be smarter and better prepared.

The above tactics and strategies are but a sub-set of those used in Egypt. If you have other examples, please share them with readers by adding them in the comments section below. Thank you.

 

Introduction to Digital Origins of Dictatorship and Democracy

Reading Philip Howard’s “Digital Origins of Dictatorship and Democracy” and Evgeny Morozov’s “Net Delusion” back-to-back over a 10-day period in January was quite a trip. The two authors couldn’t possibly be more different in terms of tone, methodology and research design. Howard’s approach is rigorous and balanced. He takes a data-driven, mixed-methods approach that ought to serve as a model for the empirical study of digital activism.

In contrast, Morozov’s approach frequently takes the form of personal attacks, snarky remarks and cheap rhetorical arguments. This regrettably drowns out the important and valid points he does make in some chapters. But what discredits Net Delusion the most lies not in what Morozov writes but in what he hides. To say the book is one-sided would be an understatement. But this has been a common feature of the author’s writings on digital activism, and one of the reasons  I took him to task a couple years ago with my blog posts on anecdote heaven. If you follow that back and forth, you’ll note it ends with personal attacks by Morozov mixed with evasive counter-arguments. For an intelligent and informed critique of Net Delusion, see my colleague Mary Joyce’s blog posts.

In this blog post, I summarize Howard’s introductory chapter. For a summary of his excellent prologue, please see my previous post here.

The introductory chapter to Digital Origins provides a critique of the datasets and methodologies used to study digital activism. Howard notes that the majority of empirical studies, “rely on a few data sources, chiefly the International Telecommunications Union, the World Bank, and the World Resources Institute. Indeed, these organizations often just duplicate each other’s poor quality data. Many researchers rely heavily on this data for their comparative or single-country case studies, rather than collecting original observations or combining data in interesting ways. The same data tables appear over and over again.”

I faced this challenge in my dissertation research. Collecting original data is often a major undertaking. Howard’s book is the culmination of 3-4 years of research supported by important grants and numerous research assistants. Alas, PhD students don’t always get this kind of support. The good news is that Howard and others are sharing their new datasets like the Global Digital Activism Dataset.

In terms of methods, there are limits in the existing literature. As Howard writes,

“Large-scale, quantitative, and cross-sectionalstudies must often collapse fundamentally different political systems—autocracies, democracies, emerging democracies, and crisis states—into afew categories or narrow indices. […] Area studies that focus on one or two countries get at the rich history of technology diffusion and political development, but rarely offer conclusions that can be useful in understanding some of the seemingly intractable political and security crises in other parts of the world.”

Howard thus takes a different approach, particularly in his quantitative analysis, and introduces fuzzy set logic:

“Fuzzy set logic offers general knowledge through the strategy of looking for shared causal conditions across multiple instances of the same outcome—sometimes called ‘selecting on the dependent variable.’ For large-N, quantitative, and variable oriented researchers, this strategy is unacceptable because neither the outcome nor the shared causal conditions vary across the cases. However, the strategy of selecting on the dependent variableis useful when researchers are interested in studying necessary conditions, and very useful when constructing a new theoretically defined population such as ‘Islamic democracy.’

“Perhaps most important, this strategy is most useful when developing theory grounded in the observed, real-world experience of democratization in the Muslim communities ofthe developing world, rather than developing theory by privileging null, hypothetical, and unobserved cases.”

Using original data and this new innovative statistical approach, Howard finds that “technology diffusion has had a crucial causal role in improvements in democratic institutions.”

“I find that technology diffusion has become, in combination with otherfactors, both a necessary and suffi cient cause of democratic transition or entrenchment.”

“Protests and activist movements have led to successful democratic insurgencies, insurgencies that depended on ICTs for the timing and logistics of protest. Sometimes democratic transitions are the outcome, and sometimes the outcome is slight improvement in the behavior of authoritarianstates. Clearly the internet and cell phones have not on their owncaused a single democratic transition, but it is safe to conclude that today, no democratic transition is possible without information technologies.”

My next blog post on Howard’s book will summarize Chapter 1: Evolution and Revolution, Transition and Entrenchment.

Check-In’s with a Purpose: Applications for Disaster Response

This is the second post in my check-in’s-with-a-purpose series. The first post looked at the use of check-in’s to coordinate activist campaigns and street protests. The check-in’s series builds on Ushahidi’s free and open-source check-in service (CI) slated to launch in just a few weeks at SxSW 2011.

So how might organizations and local groups be able to use CI for disaster response? In three ways: (1) preparedness; (2) coordination; and (3) evaluation.

Preparedness

When you walk into a disaster area, say following an earthquake, you don’t want to be swamped with all kinds of information imaginable. You only want information relevant to you and your responsibilities in a given geographic area (demand side versus supply side). CI provides an easy, intuitive interface for this. You check-in when you want additional info about the area you are in.

This is similar to the idea of geo-caching, hence the reference to preparedness. You embed (or pre-populate) a given map with relevant structural and event-data for a given area. By structural data, I mean physical infrastructure such as hospitals, schools, etc. Event-data simply refers to nearby incidents. New data could be regularly embedded into the map (via geo-RSS feeds) to provide the latest event-data available. When you check-in, CI provides you with information and updates relevant to your vicinity and profile. For example, if you’ve added “health” as a tag on your profile, CI could prioritize health-based information when you check-in, including the location of other health-workers and their contact info.

There is another equally important angle to preparedness when it comes to check-in’s. Mapping infrastructure vulnerable to disasters is common practice in disaster risk reduction projects. These can be community-driven and participatory, giving local communities a stake in building their own resilience. In one such project, local communities in neighborhoods around Istanbul mapped infrastructure vulnerable to earthquake damage, e.g., overhanging structures like balconies. They also mapped local shelters, possible escape routes, etc. CI could be used for this type of crowdsourced, participatory mapping. Crowdfeeding would then simply happen by checking-in. The sign “In case of emergency, break glass” would become “In case of emergency, check-in.”

Coordination

What about coordination? Keeping track of who is in a disaster area, and where, is no easy task. A check-in service would go a long way to addressing this coordination challenge. Call it instant mapping. Disaster responders would simply click the check-in app on their smart phones after they land in a disaster area to check-in. Each organization could set up their own check-in service to coordinate their staff with instant maps. Check-in deployments could also be project- or cluster-based.

In addition, an open check-in deployment could be set up for all responders. A separate CI deployment would be especially useful if hundreds of volunteers decide to fly in. They could be tasked more efficiently if they first checked-in. Doing so would provide coordinators with access to individual profiles with listed skill sets and contact info, much like a LinkedIn profile. Disaster responders and volunteers could also check-out once they leave a disaster area.

A check-in service could facilitate a number of other coordination challenges. Finding missing persons after a disaster has always been difficult, for example. One way to let others know you’re ok would be by checking in. Doing so would prompt the CI service to provide you with the latest on the disaster that took place, information on nearby services and who in your own professional or social network is in the vicinity long with their contact info. This could also be a way to coordinate corporate social responsibility projects in the immediate aftermath of a disaster. Large companies with employees wanting to help could simply check-in to their CI service to get information on how to help.

Evaluation

Check-in’s could also be used for evaluation and accountability purposes. Once you’ve accomplished a task, you could quickly check-in with an update, which would leave a digital trace of your accomplishment. Or say you’re on your way to a food distribution site and drive past some newly flooded houses, you could quickly check-in with that information to update everyone else on your network. CI can also be used with badges and points, allowing people to develop a track-record of their work in a disaster area.

Some Challenges

There are of course some challenges in using a CI service for disaster response. Keep it simple. This is perhaps the most important point. One could very easily go all out and add countless features to a CI service. Such is the beauty of open source software. For disaster response, however, the trick will be to keep it simple and not try to turn CI into a solution for everything. If data coverage isn’t possible, then a check-in service should allow for SMS-based check-in’s. This could be done by using SMSsync. Another challenge will be to provide a seamless way to check into multiple CI deployments at the same time and for these to be interoperable. For example, if I’m with WFP, I should be able to check-in on the WFP CI and have my check-in appear simultaneously on the Food Cluster CI, OCHA CI, etc.

If you have ideas about how a check-in service could be used for disaster response, or recommendations on what would make Ushahidi’s CI system more useful, please do add them in the comments section below. My next post in this check-in’s-with-a-purpose series will describe how a CI service combined with gaming can be used to catalyze civic participation and engagement across a range of activities.

How to Use Facebook if You Are a Repressive Regime

As it happens, the main country case studies for my dissertation are Egypt and the Sudan. I’ll have to write a whole lot more given the unprecedented events that have taken place in both countries since January 25th. As many iRevolution readers know, my dissertation analyzes how access to new information and communication technologies changes the balance of power between repressive regimes and popular resistance movements. This means I’m paying close attention to how these regimes leverage tools like Facebook.

The purpose of this blog post is not to help repressive regimes use Facebook better, but rather to warn activists about the risks they face when using Facebook. Granted, many activists already know about these risks, but those I’ve been in touch with over the past few weeks simply had no idea. So what follows is a brief account of how repressive regimes in North Africa have recently used Facebook to further their own ends. I also include some specific steps that activists might take to be safer—that said, I’m no expert and would very much welcome feedback so I can pass this on to colleagues.

We’ve seen how Facebook was used in Tunisia, Egypt and the Sudan to schedule and organize the recent protests. What we’ve also seen, however, is sophistication and learning on the part of repressive regimes—this is nothing new and perfectly expected with plenty of precedents. The government in Tunis was able to hack into every single Facebook account before the company intervened. In Egypt, the police used Facebook to track down protesters’ names before rounding them up. Again, this is nothing new and certainly not unprecedented. What is new, however, is how Sudan’s President Bashir leveraged Facebook to crack down on recent protests.

The Sudanese government reportedly set up a Facebook group calling for protests on a given date at a specific place. Thousands of activists promptly subscribed to this group. The government then deliberately changed the time of the protests on the day of to create confusion and stationed police at the rendez-vous point where they promptly arrested several dozen protestors in one swoop. There are also credible reports that many of those arrested were then tortured to reveal their Facebook (and email) passwords.

And that’s not all. Earlier this week, Bashir called on his supporters to use Facebook to push back against his opposition. According to this article from the Sudan Tribune, the state’s official news agency also “cited Bashir as instructing authorities to pay more attention towards extending electricity to the countryside so that the younger citizens can use computers and internet to combat opposition through social networking sites such as Facebook.”

So what are activists to do? If they use false names, they run the risk of getting their accounts shut down without warning. Using a false identity won’t prevent you from falling for the kind of mouse trap that the Bashir government set with their fabricated Facebook page. Using https won’t help either with this kind of trap and I understand that some regimes can block https access anyway. So what to do if you are in a precarious situation with a sophisticated repressive regime on your back and if, like 99% of the world’s population, you are not an expert in computer security?

1. Back-up your Facebook account: Account –> Account Settings –> Download your information –> Learn more. Click on the Download button.

2. Remove all sensitive content from your Facebook page including links to activist friends, but keep your real name and profile picture. Why? So if you do get arrested and are forced to give up your password, you actually have something to give to your aggressors and remain credible during the interrogation.

3. Create a new Facebook account with a false name, email address and no picture and minimize incriminating content. Yes, I realize this may get you shut down by Facebook but is that as bad as getting tortured?

4. Create an account on Crabgrass. This social networking platform is reportedly more secure and can be used anonymously. A number of activists have apparently switched from Facebook to Crabgrass.

6. If you can do all of the above while using Tor, more power to you. Tor allows you to browse the web anonymously, and this is really important when doing the above. So I highly recommend taking the time to download and install Tor before you do any of the other steps above.

5. Try to validate the authenticity of a Facebook group that calls for a protest (or any in-person event for that matter) before going to said protest. As the Sudan case shows, governments may increasingly use this tactic to arrest activists and thwart demonstrations.

6. Remember that your activist friends may have had their Facebook accounts compromised. So when you receive a Facebook message or a note on your wall from a friend about meeting up in person, try to validate the account user’s identity before meeting in person.

If you have additional recommendations on how to use Facebook safely, or other examples of how repressive regimes have leveraged Facebook, please do add them in the comments section below for others to read and learn. Thank you.