Reinstalling Boot Camp Partition – Going from Vista to Windows 7 on an iMac

The time had finally come for me to switch my BootCamp partition on my iMac to Windows 7. The Windows Vista was just too unreliable and I heard a lot of good things about Windows 7. But of course you know that once you open things up, things can go wrong and it always takes longer than you expect.

First of course, back up the user data from Windows Vista and get TimeMachine up-to-date in case it all fails. Live and Learn Moment: I should also have rebooted off my Snow Leopard drive, run disk utility and repair/verify my iMac boot partition before starting.

My first instinct wanted to simply insert the Windows 7 disk and reboot and install a fresh install on the existing partition – some day when I am bored, I might try that and see what goes wrong – but this time I figured I would delete and recreate the partition through Boot Camp Assistant on the MacOS side. That seemed like the most upright thing to do.

So first I deleted the Windows Partition in Boot Camp Assistant, worked perfectly. That was the easy part.

Then I wanted to re-create the Windows Partition in Boot Camp Assistant. My first problem is that I followed directions and selected:

Download Windows support software for this Mac

This just does not work (per lots of forum posts) so I properly indicated that I had all of the drivers.

When I got to the part where it was going to re-create the Windows partition, using Boot Camp Assistant and after it took a long time with no explanation of what it was doing I got the following dreaded message:

Bootcamp Partition Error: “Files cannot be moved”

Urg, I just had a partition there – and so there was plenty of free space. At this point, I wish I tried booting my OSX drive and running verify/repair and see if that fixes the problem. I think it might have fixed the problem.

I did some goggling and came up with this discussion forum:

http://forums.macrumors.com/archive/index.php/t-191729.html

This led me to the iDefrag software. It turns out I had purchased iDefrag 1.x back in 2007 and throught it was a pretty cool product – I like nice clean disk space with files that have all their data in one place so I like defraggers. I even had a boot disk that I had saved from long ago in 2007. So I popped the iDefrag disk and booted – it worked, but not all of the options seemed functional.

So I messed around for a while and decided to by the latest iDefrag2. It nicely does not need to make a boot disk. So I rebooted into defrag mode and did a full defray. The drive heated up and so I aimed a fan at the back of my iMac to keep it cool. I did have to adjust the minimum temperature to restart the process to 52 degrees so the drive ranges between 52 and 55 degrees – but with the fan going, I don’t think it stopped for heat after I put the fan behind my iMac.

After defrag completed, I reboot and tried to create the Windows partition using Boot Camp Assistant and again after a long period of time, I got the

Bootcamp Partition Error: “Files cannot be moved”

I was distracted by a little red herring of a band of “red fragmented” files that were left at the end of the drive and I guessed that they might be the problem. So back to defrag and when I redefragged again the files were still there. Then I looked at the files using the iDefrag UI and they were:

/private/tmp/.coriolis-scratch

Then I went into iDefrag in normal Mac OS mode, and the file was not there. Nice. It automatically gets cleaned up when it boots back into Mac OS/X. So that was *not* the problem – I had about 150GB free and empty and perfectly defrayed at the end of my 200GB drive and yet:

Bootcamp Partition Error: “Files cannot be moved”

Aargh. More googling. After I look for a few pages beyond the first few pages, I start to see mentions of “Repair Disk” and “fsck -fy” – then it dawned on me – that long pause when it was partitioning might have been a disk check.

So out comes the Mac OSX disk and boot into Disk Utility. Verify Disk indicates that I *do* have errors on the drive – so I run Repair Disk and fix the errors. Running Verify disk indeed indicates it is now clean.

Rebooting back into Mac OSX and running Boot Camp Assistant – I finally can make a nice 40GB partition and I insert my Windows Vista disk and am feeling pretty happy (having a defrayed boot volume just makes me feel happy in general).

But then as Windows 7 install completes and I am entering my activation key, it keeps claiming my activation key is wrong. DRAT! More Googling. Turns out you can leave the key field blank, finish install, and then activate online. Whew! I blank out the key and installation finishes.

I immediately try to activate Windows 7 using the Windows Activation Tool and after I enter my key and I wait a long time it tells me that my key is upgrade only. I look at the packaging that I got from the UM Computer Showcase where I bought the software and nowhere on the packaging is there any mention of “upgrade”. Ah well.

At this point, I am wondering if I just can buy another key. I did not want to reinstall Vista and then install Windows 7 over top of it and apparently they will not let you present the CD of the older product or the key from the older product. I want a fresh clean install – not with crufty bits hanging around from years earlier. And yes, I had a valid Vista Key.

So I am googling how to upgrade an upgrade key to a real key or perhaps beg Microsoft Support to give me a mulligan on this install.. And then I find this page about how to upgrade without installing Vista:

http://windowssecrets.com/newsletter/get-vista-upgrade-never-pay-full-price/

Oh yeah – you can upgrade over top of an Windows 7 installation (thanks for the loophole Microsoft! – I did not abuse it I just used it) – so I eject the CD and re-insert it and go through the upgrade process for Windows 7 (atop WIndows 7). During the “upgrade install”, it interestingly did a lot of copying of “files, settings, etc” so I was concerned that it was making cruft one way or another.

Abstract: Empowering Teachers With More Pluggable Educational Technology

Tomorrow I will be presenting a talk at the “Teachers Teaching Teachers about Technology” virtual conference.

http://www.4tvirtualcon.com/

Abstract

Teachers are often greatly limited in the educational technology they can use in their classes because it becomes increasingly complex to use on the web software from many different vendors. Students must get a separate account for each new system, teachers need to jump between systems to assess and grade student work and transfer grades between the different systems.

Thorough the IMS Global Learning Consortium (www.imsglobal.org), the marketplace is developing standards that will allow course rosters and roles to be moved from one system to another and for graded to be moved between systems without rewiring hand-copying of data between systems. The new standard is called ‘IMS Learning Tools Interoperability’. For example if your school uses Moodle and you would like to use www.chemvantage.org for Chemistry homework, you can simply ‘plug’ ChemVantage into Moodle and the rest is handled automatically.

This presentation will introduce IMS Learning Tools Interoperability at a very high level and show some demonstrations of it working with Sakai, Moodle, and Blackboard.

Speaker: Dr. Charles Severance
University of Michigan School of Information

http://www.dr-chuck.com/
twitter: @drchuck
Bio/Pictures: http://www.dr-chuck.com/dr-chuck/resume/bio.htm
Slides: http://www.slideshare.net/csev/empowering-teachers-with-more-pluggable-educational-technology

Why is Intro CS Dull and Intro Chem Fun?

Mark Guzial of Georgia Tech has an (yet another) excellent post exploring teaching and CS:

Read Mark’s Post (Excerpted below)

A couple of weeks ago, Barb and I were awarded Georgia Tech’s Service Award for our work with Georgia Computes!. At the same awards ceremony, across the table, was David Collard of Chemistry who was getting the Professional education award. He’s been part of an effort (described below) called cCWCS which teaches chemistry faculty how to teach better — and the program has taught over a thousand faculty!

A thousand faculty?!? I’ve blogged about how hard it is to get CS faculty to come to our workshops, either Media Computation or Georgia Computes. I’ve talked to other folks who offer workshops to CS faculty, and they say that they have to invite high school teachers, too, or they won’t have enough people to run the workshop. Why do so many Chemistry professors show up, when we struggle to get CS professors to show up at teaching workshops?

My Response:

I think that the reason is that in Chemistry they accept the fact that students in college are typically forced to take intro Chemistry classes and they have accepted the fact that if they try to entertain the students a bit, they will impart more knowledge than if they spend all their time in dry formulae. So the field as a whole accepts the fact that some attempt at making the course pleasant is worthwhile. In CS, that first class is seen as starting to build the mental toughness that is needed to succeed in a four-year degree – so in CS, the norm is that the class is not supposed to be fun or enjoyable – but instead the class is about tail recursion to compute factorials, abstraction, counting parenthesis and other uninteresting things.

CS needs to start thinking about how they might teach that first computing course to *non-CS-majors* and how they might make such a class interesting and engaging and worthwhile to those students rather than it being a ‘boot camp’ to see who is tough enough to make it in a CS BS.

I am not against tough and challenging classes in CS – all fields have these and to master a field, you need to be challenged. Just not in the non-majors class.

All I am saying is that CS needs to start a movement to build courses that appeal broadly and then start a movement where we talk about how to best teach those computing courses. It is not about secretly recruiting them for CS – it is about serving the life-long education needs of non-CS majors.

Interestingly, 20 years ago, nearly all universities *required* some kind of computing class of all students and handed that class to CS departments to teach. Over time, CS chose to treat that required intro class as either (a) a recruiting tool for CS majors or (b) a ‘how to use a spreadsheet’ class.

The problem is that all the other departments were not too excited about forcing their students to take an (a) and high schools started teaching (b) – so there is no need for a broadly-required CS course so it no longer part of the core required courses at most universities.

Chemistry on the other hand treasures its ‘natural science is required’ position in the liberal arts curriculum and works hard to deserve to be in the broader general undergraduate curriculum. It also must often compete amongst the rest of the ‘natural science’ alternatives. And so they work hard to make sure their teachers are good across the country because they know if they mess up teaching the intro chem course, they will be dropped from the curriculum.

You can make chemistry fun and learn at the same time. You can make computing fun and learn at the same time. Describing data structures using many levels of nested parenthesis is not fun even if you set it on fire to get the students interested and tail recursion is not fun even if you shoot it across a room with a pneumatic gun.

Making cool web pages with Ajax and Javascript and retrieving RSS feeds and reformatting them with CSS *is* fun. And it is computing. But it is not so much preparation for a CS major.

CS is a long way from chemistry because we lost that cherished required course across all undergraduate programs. It is not likely we will regain that requirement with the current CS offerings. So perhaps the right approach is to build a good course and see if we can make it interesting and useful enough to non-majors that they *choose* to take the course. That would be a start.

Book Excerpt: Visting China (January 2007)

This is a description of my trip to China in January 2007 from my book titled, “Sakai: Free as in Freedom”.

It would be my first trip to China and I would be accompanied by Zhen Qian from the University of Michgan. Zhen was a senior Sakai developer at the University of Michigan responsible for the Site Setup and Assignment tools. We figured that we needed a native Chinese speaker on the trip to make sure that the meetings were very productive.

Zhen had been involved in Sakai from the beginning and was an expert in Sakai from a programmer perspective as well as the open source governance perspective. Zhen made all of the travel arrangements and set up all of the meetings. I knew that I was mostly coming along as the symbolic ‘chief’ while Zhen would do most of the talking and answer most of the questions.

Here was our schedule

1/15: Beijing Normal University
1/16: Beijing University of Posts and Telecommunication
1/17: Beijing University
1/18: China Open Resources for Education(CORE)
1/18: afternoon flight from Beijing to Wuhan
1/19: Huazhong Normal University
1/21: Flight from Wuhan to Shanghai
1/22: Shanghia Jiaotong University
1/23: Huadong Normal University

This trip was going to be a lot of fun for me as my job was pretty simple with Zhen as my guide.

The pattern for most of the meetings consisted of me giving a talk in English and answering a few questions and then we would go into a room with the leadership from each university and have in-depth discussions where Zhen would do all of the talking in Chinese. I was completely comfortable because I knew that Zhen and I were on the same page.

I was struck by the fact that the notion of open source was somewhat foreign to most of the people we spoke with. China was clearly inerested in opportunities to make money and we were pressured to sign some kind of ‘exclusive’ arrangement for distribution of Sakai in China. I kept reiterating that in an open source project, the notion of ‘exclusive distributor’ made no sense. It was cool to see the level of entrepreneurial activity at each of the universities we visited.

Outside the meetings, Zhen and I had a lot of fun. Because she was a native Chinese speaker, and very familiar with the cities we were visiting, we would often go off on some kind of adventure well off the beaten path.

One evening after we finished our discussions at the Beijing University of Posts and Telecommunication (BUPT), Zhen decided she wanted a haircut. She claimed that the only people who could cut her hair properly were barbers in China. So we stopped into a hair salon so she could get a haircut. Zhen decided that I should get a head massage so I would not be bored while she got her hair cut. The woman who gave me the head massage had extremely strong fingers. While I was getting my head massaged, I could watch Zhen getting her hair cut and talking to her stylist. After a while I got the sense she was telling the entire story of our trip, who I was and what we were doing in China.

After a while her stylist started talking about me and pointing at me and it appeared that Zhen and the stylist were making some sort of plans. Of course, not knowing any Chinese, I had no idea what the detail of the plans might be. After Zhen’s hair cut and my head massage were finished, Zhen came over and told me that the stylist had suggested that she get a facial. Zhen said that I could wait or I could get a facial as well.

So we both went into the back room and were treated to an hour of face massage, some kind of skin peel, cleaning, steming, hot towels, the whole nine yards. It was great and it felt great. Zhen and I were in the back of the salon and we were talking on and on about Sakai, the trip and lots of other topics.

Afterwards, my skin felt great. I can see why people like facials and spa treatments the make you feel great. Perhaps I will get another facial sometime when no one is watching.

In another of our adventures, I wanted to buy a fake Mont Blanc pen. As you walk around in tourist areas, you are continuously approached by people selling you knock-offs of brand name items. But with Zhen as my guide, we actually went through a bunch of alleys to the little stores where they had a much wider selection of counterfeit items. I limited my purchase to a few fake Mont Blanc pens that actually broke even before we got back to the United States. It was fun to have a local guide.

Our trip was planned across three cities so I got to see a number of different views of China. And Zhen always had built in a litte spare time so we could explore each city.

Beijing is the traditional city with beautiful classic architecture. We visited Tiananmen Square, and toured the Forbidden City and Imperial Palace.

Our second stop was the City of Wuhan. Wuhan is a large and modern city and very crowded. It was an study in contrasts. Most of the automobiles were old and produced a lot of exhaust fumes which left a haze over most of the streets. But the stores were very nice with an amazing array of products and food items.

Our last city of our visit was Shanghai. Shanghai is an amazingly modern and impressive city. One day, we took a trip on the Shanghai Maglev Train. The Maglev train has a top speed of 258 miles per hour and travels between downtown Shanghai and the airport. Since we wanted to take a ride, we just booked a round trip ticket where we would get off at the airport and get back on for the ride back downtown. The train was very fast and since it was ‘floating’ on the magnetic fields, it moved from side to side with bouncing off the vertical magnetic fields that kept the train in the middle of the tracks.

Overall you got the feeling that you were not really connected to anything but you were flying along at almost 300 miles per hour. It felt like a very fast, flat roller coaster. It was very fun and exciting but it was not particularly relaxing because it was a little scary.

The Island of Misfit Toys – Informatics Graduation Remarks – 2011

These are my remarks from the 2011 Informatics Graduation.

Good morning. I would like to offer my welcome and congratulations from the faculty and staff of the Informatics concentration. Welcome graduates, parents, friends, and family members. I love graduation ceremonies. It gives us all a chance to get together and celebrate what we have learned from each other over the past few years and in particular we can spend time together and there will be no homework assignment.

Today you are graduating with an degree from the college of Literature, Science, and the Arts from the University of Michigan with an Informatics concentration.

According to Wikipedia,

“The term liberal arts denotes a curriculum that imparts general knowledge and develops the student’s rational thought and intellectual capabilities, unlike the professional, vocational, and technical curricula emphasizing specialization. The liberal arts denotes the education worthy of a free person.”

The traditional liberal arts curriculum is defined by thousands of years of tradition and prepares students to participate as members of our free society while the professional schools like law, medicine, business and engineering are very much focused on the here and now and in preparing students for well-defined career paths and well-defined fields.

Informatics was founded at the border between the Statistics and Math departments in the College of Literature, Science and the Arts (LSA) and the professional College of Engineering and School of Information.

Students coming from high school to a university must choose a college and a major. They must pick between a professional degree like engineering or business or a broad LSA degree. Many students make a choice based on their high school guidance counselors or simply come to school and choose to be the same major as their parents. With no prior experience, I think that it is rare that a student chooses their first major based on their own interests, talents and goals.

I think that one of the most wonderful and strongest aspects of an Undergraduate Education in the United States is the ability to change your major part-way through as you meet new people, are exposed to influential teachers, and learn something about who you really are. One of the greatest benefits of coming to a university like Michigan is that we don’t just have a few world-class majors, we have a lot of world-class majors. So if you come to Michigan, you know you will be getting a world class education even if you change your major a few times.

When I went to college, I thought I was going to be a Biology teacher because my favorite class in high school was Biology. In college, I was encouraged to take a computer science class because it was the newest thing. And while I did not do very well in that class- by the end of the class, I had found my life’s calling. When my daughter was off to college she had no idea what her major was going to be. She thought she wanted to be in Criminal Justice and do crime scene analysis because she had watched a lot of television programs on the Discovery Channel. I told her that searching for hairs on a car mat was probably not the job for her and she should just go to college, hang out in the cafeteria, and sooner or later, her major would come and find her. And it did. She is graduating next week with a degree in special education.

I am going to guess that nearly all of the students in this room have a similar story as to how they chose their major and found their way to Informatics.

Some of you chose LSA as your starting point and others chose professional schools like engineering or business as your starting point because you had to choose a starting point. You had to start somewhere.

But for some of you, as time passed, somehow your starting point did not feel quite right for you. Perhaps you were in the college of engineering as a Computer Science major and you did not enjoy playing their reindeer games. For those of you familiar with the movie “Rudolph the Red Nose Reindeer”, reindeer games involve a lot of competition and showing off and are hardly games at all. Reindeer games are really a form of exercse and training in flying skills and other skilles that a reindeer/computer scientist will need when they grow up to pull Microsoft or Morolorla’s technology sleigh on Christmas eve. In Engineering they don’t call them ‘reindeer games’ – they call it the ‘autograder’. No matter what they call it, if you were a little reindeer with a red nose, you quickly learned that reindeer games were not your cup of tea.

Or perhaps you were an Economics or political Science major and it started to dawn on you that the only thing that the people in these major wanted to do was make toys. All the time. Everything was about toys! The teachers talked about toy making techniques incessantly. The other students would practice making toys and showing them to you. You even made in-class presentations where you sang songs about how much all of the students loved making toys and how you were going to joyfully dedicate your whole life to making toys.

But you were quietly hiding the fact that you really did not want to make toys at all. You might have sat in the cafeteria asked a fellow student in the major why all the obsession with making toys in this major? Their answer was that you should not question the making of toys. Making toys was a tradition. And to be part of the field, you needed to follow the tradition like everyone else.

And you sitting there in your little green elf hat and pointy shoes, you did not have the courage to tell the others that you actually did not like making toys. You quietly had to live with the fact that instead of making toys, you want to be (of all things) – a dentist. What? A Dentist? That was not the tradition – it was not your birth right – toy making was your destiny.

So both the reindeer and the elf that did not fit in, moped around for a while and decided to run away and ran into each other in the woods, ran away from the abdominal snowman (during Winter semester) and to get away they ended up on a ice floe floating across the ocean to almost certain failure. But just when things seemed like there was no hope, in the fog, they bumped into something. They bumped into land.

And when they got off, they were surprised by a sentry who challenged them. The sentry was a jack-in-the box who was not named ‘Jack’ instead he was named ‘Charley’. Since he had a Phd in Computer Science – they called him ‘Dr. Charley’.

Dr. Charley informed them they had arrived on the ‘Island of … Informatics’. The Island of Informatics was a place where King Moonracer (a.k.a. Kerby Shedden) had gathered faculty members from all over the university who just did not exactly fit into their home schools and departments. The faculty of Informatics saw things a little differently. Students did not have to have to make a stark choice between a traditional liberal arts education and a modern, relevant professional education. You could learn about both and by doing this, both be well-prepared as a member of a free society and be well-qualified to get a good job in an increasingly technology-savvy job market.

So you decided that you had finally found the place that you belonged and declared yourselves to be Informatics concentrators. We found you a place to stay for a while, and you learned some important lessons from the various misfit toys you encountered and realized that you were not wrong to think differently. As a matter of fact your unique approach, interests and skill set was an advantage not a disadvantage.

But this is the sad part of the story and you all know how it ends. Since you are not a misfit toy, you cannot stay on the Island of misfit toys forever. Only misfit toys can stay here forever and you need a Phd. to be a real citizen of the island of misfit toys.

We the faculty and staff of the island of misfit toys have greatly enjoyed having you as guests on the Island and we have all learned much from each other these past few years.
So today, you must leave the island of misfit toys. But we need to make sure that you know that you are always welcome to come back and visit. Who knows, perhaps you will come back and meet our next generation of immigrants to the island of misfit toys and tell them what the real world is like. Or perhaps you will decide that you really truly don’t want to leave the island of misfit toys quite yet so you are pursuing a masters or Phd degree. If you go to school long enough, you can become a faculty member yourself and then stay on the island of misfit toys forever.

But today it is time for you to leave the Island of misfit toys and go back to the real world.

And actually, the real world needs you and needs your talents. There are a lot of problems and a lot of crises (like a foggy Christmas eve and an abominable snowman with a toothache). The world needs you to lead it going forward with your unique blend of knowledge and talent. Even though you decided not to play reindeer games nor studiously make toys, it turns out that your skills are what they world is waiting for. You are what the world needs. You are the leaders and the best.

For your reference – here are some background materials :)

Movie Review: Waiting for Superman

On a recent international plane flight, I got a chance to watch the movie ‘Waiting for Superman’.

Waiting for Superman As a Movie

Like all documentary-stye movies, it first must succeed as a movie and then succeed as a purveyor of informative and factual information. Far too often a documentary-style movie cannot maintain interest long enough for the viewer to make it through the movie. And in particular in on-demand situations like NetFlix, viewers are quick to cut their viewing short if a movie does not hold their interest. As a matter of fact, I still have not seen all of ‘Supersize Me’ even though people told me that it gets much better after the exceedingly dull and self-absorbed first 45 minutes.

The good news is that ‘Waiting for Superman’ is well crafted as a film. They hook you early, tell you the source of the film’s name, introduce you to lots of characters and give you just enough detail on each of the characters to make you want to keep watching. I loved the interplay that mixed families with experts along with really cool narrated graphic sequences. I love the geographic diversity and socioeconomic diversity. It made it so that as you watched the film, it was very hard to pretend that this was about ‘someone else’ – the movie is about all of us and applies to all of us. We are all involved.

As the plot unfolds, the drama increases and we are ever more deeply drawn into the lives of the characters. We see the lead up and are given lots of context about each student’s situation. We see both sides of the ‘tracks’ in the form of the schools the students are currently enrolled in and the schools they hope to be accepted into. The film makers repeatedly draw the line between glorious success and abject failure, punctuating their description with beautifully animated graphics with facts and figures to draw us in and make sure that we never think that the issues are small or isolated.

But the time the film reaches its climax and all the charter school lotteries are happening, the film makers have the audience eating out of their hands. And like all good movies about education (i.e. Stand and Deliver) I was dabbing my eyes with kleenex (in seat 17G) throughout all of the final scenes. The heart wrenching emotions that the parents and students are feeling and talking about on camera make for some damn good film making.

And for all of my movie reviews, I need comment on editing. I felt that the movie was very well edited. They had a lot of threads and lots of different kinds of footage and they never seemed to linger on a shot or a plot line for too long. It suggests they had a lot of footage, and through editing presented us with the bits that told the story without wasting the viewers time.

Where I agreed with Waiting for Superman

I thought one of the strongest (and quite novel) points that the movie made was about the correlation between bad schools and bad neighborhoods. Their point as that certain schools had become ‘factories for failure’ and that bad schools created bad neighborhoods instead of the more widely held notion that bad schools are caused by bad neighborhoods.

Lets say (for argument’s sake) that we wanted to improve a neighborhood and that we had lots of money and lots of discretion. Imagine for a moment if we took a completely failing school and re-did it to be a showcase school and filled it with talented teachers and small class sizes – and were able to somehow sustain it for 20 years (half of a generation) and then look at how the neighborhood might have been improved by a better school. Of course there are lots of challenges with my scenario – but remember that we have unlimited money in my little thought experiment.

Then turn the thought experiment around. Is there any way we could invest the money in the neighborhood outside the school (more parks) better housing, cleaner streets, a nice community center, nicer police patrols, etc etc. And somehow if those actually did make the neighborhood better – would the school naturally be better as a result?

As far fetched as the ‘invest in the school to improve the neighborhood’ scenario might be, the ‘invest in the neighborhood to make the school more effective’ is far more unlikely. Neither scenario is likely – it just gives a device to think briefly about where the cause and effect might lie in the high correlation between failing neighborhoods and failing schools.

I also agree that ‘bad teachers do not produce bad schools’ but instead ‘bad schools manufacture bad teachers’ using a similar logic.

Where I disagreed with Waiting for Superman

I think that the movie pretty much got ‘who the villain is’ wrong. The movie makers selects teacher’s unions as their clear villain. It is funny. At one point the movie makes a statement that people so fear the teacher’s union that they barely mention it.

I think that the actual villain is the education bureaucracy which I refer to hereinafter as the Vogons. I think that the film tries to cast Michelle Rhee in the role of the token Vogon. This is a mistake at least two ways: (a) in her role as Chancelor she is not one of the Vogons – she is at the boundary between the local environment and the Vogon culture and (b) unlike the Vogons Michelle Rhee actually was open minded and willing to think outside the box and try new things even if some of those new things kind of crashed-and-burned.

I think that it is somewhat gutless of the film makers to turn Randi Weingarten into the villain. They made her the villain not by what she said or what she did but instead by their clever editing and voice-over narration. Gutless and not particularly true to the documentary principles where you let the story tell itself. Oh by the way very entertaining.

At least Randi had the guts to appear in the film and I respect her for that. I am sure that most real Vogons would not be willing to be filmed at all and if they were filmed they would hide behind patriotic-sounding words all the time. Come to think of it, perhaps some of the people in the film *were* Vogons, but since they are so good at sliding around under the radar – we never noticed them. Again – at least Randi was who she was and stood for what she stood for.

Perhaps, the code word for the Vogons is “assessment”. Literally every time someone mentioned “assessment” unless they were saying “assessment sucks”, I got white-hot with anger. But I never remembered the names of the “assessment parrots” because that is how Vogons are. They hide behind meaningless but destructive platitudes and no matter how many ways you ask the question, all you ever get back is the “company line”. Grrr. You can see my rant on the ‘assessment parrots’ in my earlier blog post

The Elephant in the Living Room

From this point on, I will likely piss a few people off. I am trying to be balanced on this topic and trying not to speak from a pre-computed perspective (ok yes I do hate Vogons), but trying to make sense of the complex situation that ‘Waiting for Superman’ makes us think about. So perhaps it is a good point to reveal my political position on unions. I am a political moderate, neither left nor right. I am a teacher but not in a union since I am a professor. I have spent a portion of my career in a union and other parts of my career without a union. I have never worked in a position where my union was particular strong or activist. I fully understand that whether we are in a union or not, we all owe a debt of gratitude to unions who fought for reasonable working conditions and benefits over the past century and before. Their sacrifices and efforts of unions an union organizers benefit society well beyond their direct effects and immediate members.

So I tried to deflect the rabid criticism claiming I am ‘wild left’ or ‘wild right’ – it probably won’t work – but I tried :)

Unions have a purpose in a free society and capitalist economy. At some level, the only way a free society and capitalist economy works is when there is ‘balance’ between competing stakeholders. The union movement rises out of a natural reaction to situations where management holds ‘all the cards’ and management regularly takes advantage of their unbalanced power positions.

It is not natural to want to form a union when there is a respectful and collegial relationship in a workplace. Forming a union is a risky proposition and so a rational employee will not do it unless they see themselves and others at some greater risk is the union does not exist.

In cases where unions exist and union/management relationships work well, it is because of mutual respect on both parties and a focus of both parties on what is important in their relationships.

For example, at the University of Michigan, we have a very strong Graduate Employees Organization (GEO). (This is my personal observation) The GEO seems to be a very strong, active organization that cares deeply about its members. The rest of the university are very respectful of the GEO and work very cooperatively with the GEO. No one in their right mind would go up against the GEO – because we all know we would lose.

In a sense, the university has a great financial temptation to try to ‘work around’ the GEO since when it comes to employing its own graduate students, the university and faculty could completely ‘rig the game’ and take advantage of the students. In particular, with a strong GEO, it is highly likely that any organization in the university that started sneaking around avoiding the GEO, they would be quickly caught because there are graduate students *everywhere*.

But in a situation where ‘management’ is highly motivated to cut corners to save money, and the union ‘has teeth’, things go remarkably smoothly because all parties understand the issues and it is much simpler to cooperate than to fight.

So my core hypothesis as to the mechanism that causes teachers and teachers unions to behave the way that they do is that there is no real way to have a respectful relationship between the workers/union and the ‘management’. Strong combative unions are the natural effect of bad management.

But What is Management?

The problem in K12 is that “management” is an undefined, undifferentiated mass of bureaucracy that crosses national, state, and local boundaries. School principals, superintendents, boards of educations, are part of management but they are not management. Michelle Rhee as the Chancellor of the Washington DC system was part of management, but she was not management. Management includes all of the state departments of education, the US department of Education, and the state and federal government. Management is answer (d) – it is ‘All of the above’ – or perhaps better termed, ‘everyone except for the teachers’. Or in its saddest formulation, ‘e) None of the Above’.

Yikes!

The “management” of the US educational system is a terrible interconnected mess where no one takes any responsibility for the entire problem. Just as a microcosm, look at the sequence in the movie where Michelle Rhee offers the teachers a significant increase in salary to no longer be covered by the union. The idea does not even come up for a vote. Why? Well the film makers would like to suggest “bad unions” and “smoke-filled” rooms. My interpretation is that majority in the rank and file (I am sure a few folks wanted the fast cash) knew that Michelle was a short-timer and as soon as the teachers agreed to the union-free high-pay new deal, Michelle would leave and go on the lecture circuit leaving them with some Vogon-like replacement that would slowly crawl up their spine and eat their souls from within.

The people in management are not ‘bad people’ – in a sense they are as stuck in a system as the teachers are. No single member of management has the guts to switch sides and start fixing the system so even the management hates the management. We limp alone in a perfect but horrifying Nash Equilibrium (Video Lecture) and Evolutionarily Stable Strategy where everyone knows there is a better way but on one is willing to take the first step to make things better because while such a selfless act might save the species in the long-term, the short-term consequences for the individual are usually grave – it is why ESS works the way it does.

The teachers knew that Michelle was only part of their management and while for a bit she might have been a bright light that seemed to be open to cooperation and building respect, the teachers knew that the interlocked system would close in and eliminate her once the cameras stopped rolling and the special funds/initiatives dried up.

So they needed to pull into their union shell turtle-style and hold on until the violent rocking motion went away. Which it did surprisingly quickly as Michelle went on to bigger and better things. Do you think that 20% of the teachers hearts were breaking in the room when the issue did not come up for a vote? Do you think some went home and cried themselves to sleep, knowing that an opportunity for things to be better had been lost? Of course! They want the system to improve too – they want bad teachers to get out of the system – they want the pride back in their profession. But they knew Michelle was not the path forward because the bureaucracy is just too deeply entrenched.

So my choice as the correct ‘bad guy’ in the film is the unspoken and undescribed ‘management structure’. That structure is the enemy of teachers, enemy of the students, and then enemy of reform minded administration as well. At least Randi Weingarten and then unions have the courage to stand in public for what they believe.

Those that manipulate and destroy the system for their own selfish benefit hide in plain daylight. You can usually detect them because they use words like, “assessment”, “measurement”, “metric” or other misguided vocabulary borrowed from statistical process control as if they were describing improving the shelf-life of Little-Debbie Oatmeal Cream Pies using a new food additive. They cloak themselves in patriotic-sounding phrases to mask their own incompetence and lack of understanding of the real situation.

Summary of the Film

The film mistakenly wraps up the solution to the problem in the few “stellar” charter schools featured in the film. They mistakenly suggest that there *is* some kind of scalable solution that is about a ‘system’ and not about celebrating amazingly talented individuals.

To the extent that those charter schools are a success, it is about empowering and celebrating the administration and teachers in those schools. And doing things right is infectious. With these schools able to limit their intake, limit their class room size, have some control over keeping the good teachers and letting bad teachers go, and funding well above average, they can (not surprisingly) create pockets of excellence.

I would suggest that the common thread of all the success depicted in the film are situations where real control and decision making are devolved to the edges. For whatever legal, structural, or political reason, the administrators in these schools feel empowered to ignore the management above themselves and focus on teaching and focus on the success of their children. And at some point their success crosses a threshold and they become a “sacred cow” to the management above them and the management starts protecting them and then “adopts them” and then starts flowing resources toward these “success stories”.

My guess is that quite often these bright lights of isolated success, have a half-life of 7-10 years and that they are more fragile than the movie depicts, and that at some point, the central management ‘reels them in’ by funding and kindness and brings them back into the fold. (Just FYI: This would be a good time to read Page 152 of the Book the Spider and the Starfish.)

It is tiring to fight the man forever in the game that the man has designed and holds all of the cards.

Khan Academy running in Sakai and Blackboard using IMS Basic LTI

Update 2012: Google changes the levels of resources available in the free tier so this application can no longer run in the free tier :(. You can download a copy of what I was running at http://www-personal.umich.edu/~csev/software/khan/ – no guarantees of course – but it is a copy of what was working when I made the video.

This is a purely demonstration project after a few hours of hacking. I made a copy of the Khan Academy Exercise software and put it up on Google App Engine. I then modified it to accept IMS Basic LTI launches and auto-provision accounts and auto-connect Learners to Instructors as coaches. So the need to make a separate Khan Academy account for each student to select a coach is eliminated.

Khan Academy running in Sakai and Blackbooard using IMS Basic LTI from Charles Severance on Vimeo.

With Basic LTI in place, all is automatic based on the course roster in the LMS. Further, the accounts are fully name spaced by Consumer Key so information is nicely siloed for each course. I apologize the the roughness of this, I started yesterday and tried to see how far I could get. Thanks to the internal elegance of the Khan code and the fact that they had done some nice refactoring to support Facebook and IMS BLTI is similar to FaceBook, the modifications turned out to be pretty easy.

I demonstrate Khan academy plugged into Sakai and Blackboard’s free CourseSites system. Of course this would also work equally on any of the IMS Certified LMS systems like Desire2Learn, Moodle, Jenzabar, OLAT, etc.

This should not be considered production but after a few days, I can give out keys to folks who want to do simple demos with this instance. In the long term, I would love to see Khan Academy support BLTI on their servers and merge a cleaned-up version of this code into their source tree.

Bob Frost Memorial Service

Robert Lee Frost, II October 25, 1952–March 26, 2011

I was honored to be asked to speak at Bob’s memorial service. Here are my comments.

I met Bob Frost in a meeting of the Informatics planning group right after I was hired. He asked me two questions. First he said, ‘so you have a Phd. in Computer Science…’. I knew exactly what he was asking so I answered, ‘I have always been far more interested in how we use and apply technology rather than the study of how we build basic technology.’ Then he asked if I liked teaching undergraduates and I told him that I loved teaching undergraduates and in particular I loved teaching classes where I could try to find a way to get students excited about technology instead of being frightened of technology.

He smiled broadly – I had passed his test.

Because of our shared interest in undergraduate education our offices have always been near each other so I could watch the steady stream of excited undergraduate students on their way to and from his office. He always had time to talk to undergraduate students, do special projects with them, and encourage them to explore information more broadly. He seemed to have an unlimited amout of time and energy for his SI110 students.

We worked together building the emerging Informatics concentration. We built a curriculum and then started building classes like SI182, SI301, and SI124. Inventing courses and scheduling rooms was the easy part. The hard part was recruiting students for these classes – particularly when they had never been taught before. Our marketing plan was simple. Go to Bob’s SI110 class and give a 10 minute pitch about the new class right before registration opened up. After I would give my pitch about the new class, (like Amazon.com) Bob would say ‘If you like SI110, you will love SI301’ – and that was enough. We would have 20-30 students the next semester. And it was not just the students in SI110 at that moment – students would walk out and tell other students to take our brand new course. The SI110 Social Network as it were.

When I visited Bob’s class I always stayed for the whole lecture. You never wanted to miss a Bob Frost lecture. The slides or even audio recordings don’t really capture the experience of being in his class. SI110 was called ‘Introduction to Information’ but it might have been more apt to call it ‘The Secret Life of Information’. In Bob’s class, information was alive, it was moving all the time, and it had purpose, and goals and there were many unintended consequences of information.

Bob had a way of bringing information to life and making you see information from a whole new perspective and connecting so many past present and future threads of ideas together. I know many students registered for SI110 because it seemed like a pretty interesting way to meet the Social Science distribution requirement. But what many students got out of SI110 was much more than that. For many of the SI110 students Bob gave them a gift that resulted in a permanent adjustment to the arc of their learning experience and their life.

While it was fun to listen to and learn about what Bob was teaching in SI110, his greatest gift to me was what I learned while I was watching how he taught. For Bob, the syllabus, reading materials, course outline and even his lecture slides were just starting points. They were simply triggers for Bob to go off on a verbal journey of reflection and critical thinking. No two lectures were the same and no two semesters were the same. Each was a unique experience for Bob and his students.

What I learned sitting in Bob’s classes was that when we are teaching courses, we are not just responsible for presenting the useful information for consumption. What is far more important is for the teacher to let the students know who they are, how we think, and to share opinions, feelings, passion, and frustration to put the knowledge being presented into the proper context.

Watching Bob teach showed me how joyful it could be sharing who you are as a human being along with sharing the knowledge that you have to offer. One of the founding tenants of the study of Information is that to fully understand information, we must know the source of that information.

Bob Frost was a source of information and inspiration for all of us. He taught us all so much by sharing both what he knew and more importantly who he was. It is honor to be his friend.

Memorial FaceBook Page

IT Trends for 2011: Things Might Be Very Different Today (Abstract)

I will be giving an keynote talk this Thursday at the Wilmington Information Technology eXchange and Conference hosted by the University of North Carolina Wilmington Cameron School of Business.

Title: “IT Trends for 2011: Things Might Be Very Different Today”

Speaker: Charles Severance – bio at – http://www.dr-chuck.com/dr-chuck/resume/index.htm

Slides: http://www.slideshare.net/csev/it-trends-for-2011-things-might-be-very-different-today

Abstract:
This session looks at the history of the Internet and World-Wide-Web paying particular attention to some of the moments where it was not assured that things were going to work out and produce the user experience today. Via video interviews, we meet a number of the innovators of the Internet and World-Wide-Web and focus on “what might have happened if things had not worked out the way they did”. While much of the research in Internet protocols and technologies was very deliberate, until 1994 it was not clear that either the Internet nor the World-Wide-Web had any purpose beyond connecting academics, scientists, and computer scientists. In many ways, both the Internet and World-Wide-Web were “lab experiments” that escaped “into the wild”. We look at those moments where the lab experiments “escaped” and imagine possible alternate realities if things had turned out differently. We conclude with a few emerging IT trends for 2011 and beyond.

Governance: The Spider, Starfish, and Sakaiger

I proposed the following as a BOF for the Sakai Conference this June 14-16 in Los Angeles. It is a crazy idea based on my SI124 – Network Thinking course.

Abstract:

This will start with a 20 minute summary presentation of the book, “The Starfish and the Spider”, (http://en.wikipedia.org/wiki/The_Starfish_and_the_Spider) followed by an open-ended discussion about governance models for open source projects. Participants are encouraged to read the book before the conference. But for those who don’t feel like reading the whole book, we will provide a short summary of the book that folks can either read before they come to the meeting or even in the first few minutes of the BOF.