EDCI136 Portfolio

Reflections on Digital Literacy topics, inquiry into core uses of Microsoft Excel

Excel Inquiry: The Summary

What is Excel?

Microsoft Excel in a data entry platform that makes data entry and organization convenient, digestible, and recognizable through sorting functions and table automation. As a program, it benefits from flexibility, comprehensive automation, and a deep feature set with a high ceiling of complexity.

Who is Excel for?

Excel will benefit anyone who has data to track. The core function of cells arranged in rows and columns makes the program a superior organizer compared to word processors in ease of use and readibility. The relatively condensed time period of this inquiry over days where I didn’t leave the house much prevented me from exploring the mobile interface, but with a OneDrive account, workbooks can be shared between devices and maintained on the go, which makes a spreadsheet just slightly more thoroughly organized a tool than your notes app checklist for keeping track of deadlines and actively running tasks. Hours tracking is another purpose served particularly well by Excel, with comprehensive features for totalling, manipulating, categorizing, and analyzing time as a resource.

A Microsoft Excel spreadsheet containing entries for date, length, and focus of 24 rehearsals next to a notes app note titled "Rehearsals" with a point form list of 3 dates and lengths
Two hours trackers of unequal usefulness

As one gets deeper into Excel, accounting and budgeting become well-suited tasks, with Excel serving as an excellent program for automating the arithmetic of money management and tracking the flow of currency from accounts to accounts internal and external when properly maintained. For all of it’s faults, there is a reason Excel has remained the industry standard among accountants: it meets their needs.

What did I find out about Excel?

The program does a lot for you. The table formatting is an excellent feature, with the ability to automatically overlay a table style on top of already placed data, which is just that much more convenient and flexible than needing to build the table first and put your data into it. When you drag down from the bottom right corner of a cell, Excel will continue whatever pattern it picks up on, and every time I feel it reasonably should pick up on a pattern, it does. It should never be underestimated just how much math is involved in organization of most things, and it should not be taken for granted how much labour reduction is represented by the arithmetic automation of equations and SUM functions. The automation of totalling and tallying also greatly reduces chances for human error; as sheets get more complex and feed more values through more steps, just one error from doing the math yourself can make everything down the line fall apart, as is well known by many an engineering student who got a 1/15 on a test question because they forgot a negative symbol one time. Excel makes these many-step operations far safer.

A row of an Excel spreadsheet containing the function =SUM(January!E18+February!E18+March!E18+April!E18+May!E18+June!E18+July!E18+August!E18+September!E18+October!E18+November!E18+December!E18)
An addition function where every cell referenced is the result of totalling hours from multiple entries, multiplying that by an hourly rate, and taking 35% of the total

You also do a lot for the program. As I have stressed, Excel is less than a plug and play tool. A premade template will likely not take much studying to use, but I would recommend for any use of Excel to be preceded by at least a 10-minute how-to video, lest you find yourself sitting with your forehead on your desk at least once, and you should do some proper reading up on it before trying to design anything yourself. Generally speaking, Excel is designed to function but not to be “figured out”, with menuing often opaque, arbitrary, misleading, or otherwise illogical. You’ll constantly be asking yourself questions like “Why do you make a cell a checkbox on the insert tab and not the cell format menu?” or “Why do you go to the Add Chart Element menu to move graph labels from one place to another?” If an option isn’t actively misleading, it will often be tucked away somewhere, giving the impression that buttons to open menus were placed wherever they could fit into the dense, crowded screentop menus, rather than a place that followed any natural or understandable flow.

The Insert tab of the crowded top screen menu of Microsoft Excel
A crowded layout that can easily overwhelm a new user

Excel is very picky. Small details can matter a lot, and Excel won’t always have an error message that suggests useful corrections. Placements of punctuation, brackets, and Cell labels in functions is sensitive, and functions will either stop working or give very wrong figures if anything is out of place. Rules differ in specifics and complexity for various different features and amounts or configurations of data sources they work with, but generally, you should do things the simplest way possible. It’s important to keep your data well organized in your spreadsheet, not just for your own sake, but also to make sure odd placement doesn’t cause unexpected consequences for data processing functions.

In learning Excel for this project, I took the approach of deciding on a tool I wanted to create and sitting in my room with Excel open on my computer until it existed, learning features as they became necessary through a combination of trial and error and Microsoft Support searches. I consider this somewhat of a backward approach. If you have the time, energy, and desire to pick up Excel and you intend to apply any level of complexity to what you build, spend some time with tutorials like the one below, previously cited in Inquiry #1, and watch them alongside an open Excel workbook creating what they demonstrate along with them. Do this with lots of different videos on different features, then attempt to apply what you learn by building something you intend to use in your life. As I have stressed in my previous blogs, Excel is designed to be learned, not to teach you. The program expects you to invest in it, and a lot of employers expect you to invest in it too.

It is likely that most features you would want Excel to serve as an individual person who isn’t a chartered accountant could be done better by other programs. There are already well-formatted day planners, more streamlined job trackers, and more user-friendly budgeting systems, but Excel has a strength in that it can do all of these things in one place for one fee*. Another benefit to using Excel regularly is engaging with a system that is, for better or for worse, the industry standard in accounting and office work. The program has a pretty sizeable market share, and, as much as I complain, it isn’t so inadequate that I would accuse it of holding the industry hostage**. The bottom line is, Excel is a sometimes unruly, powerful tool for a wide range of data-related applications that, though could be called opaquely designed, does reward investment***.

In my first inquiry blog into the subject, I included a point form list of Excel tips I found notable from an Excel tutorial I referenced. I can think of no better way to end this blog than to continue this list, not necessarily as a comprehensive collection of Excel features, but as a short recapitulation of tips I, by my own fickle whim, find worth restating. Following that, I will include a master list of every external resource linked over the course of this project.

*though the fee is for the whole Office365 ecosystem with no option to get only Excel and it is only by subscription except for a one-time purchase option with no ability to upgrade, so when a new version comes out you would need to buy it again at full price if you want to update so it’s not necessarily a reasonable fee and the free version of Excel on web browser probably does most of the stuff you’ll need anyway so I don’t really endorse buying in. It is Microsoft Excel, after all

** unlike Microsoft Word, which I really can’t stand

***Rule of three (writing)

Top Tips:

  • Drag from bottom right of a cell to continue a pattern that excel derives, e. g. dragging down on a date to get that same day of each subsequent month
  • Double click a vertical line between cells to fit the length of the cell to the longest text in the column, avoiding clumsy text overlap
  • Shift select and drag a set of cells to move them instead of using cut and paste commands, since ctrl x doesn’t work in Excel the same way it does elsewhere
  • Use the insert table feature to autoformat your table, including buttons to add totals at the bottom
  • Adjust your file permission settings to ensure usability
  • Use brackets sparingly in SUM features, since they can occasionally mess with the math in unexpected ways
  • Use the =COUNTIF(range,criteria) function to count how many times a particular piece of data shows up in a list
  • Use the pivot table feature to reorganize your data quickly, easily, and without hassle
  • When trying a new feature of Excel, watch a tutorial first to save time over trying to deduce it’s function
  • Whenever you aren’t sure how to do something, you’ll probably need a reference table

Excel Links Masterlist:

Inquiry #3: Excel for Small Business, and a Reflection on the User Experience

At this stage of inquiry, I moved to the business side of things to learn more about Excel as a tool for small business accounting; in this case, tracking and allocating funds earned from a private lesson business as a music teacher. Below is a video by Amber Reed, a string teacher who uploads advice for running studios under the channel name Violin Viola Masterclass. It’s a recording of a livestream that goes over the basics of the basics of tracking lessons and budgeting your gross income.

The system Reed lays out is very simple: Record how many lessons you expect to get, adjust for how many you did get, and write out how much you were paid for those lessons, separating the data by student and recording monthly. Next, start with your gross income and move 35% to your business savings account, take off 10% for you personal savings account, and take off another 10% to split between your personal and business chequing accounts. For my Excel integration, I decided to build out and automate this system as an Excel workbook.

An Excel sheet with a section for Lesson Tracking and Deductions and an accompanying pie chart showing the distribution of Gross Income

Above, you can see the January page for the tracking system and download the workbook yourself should you have the need to track a similar activity or adjust the template as you see fit. The workbook is set up for 12 months along with a full-year summary page totalling gross income and the amounts expected to be recieved in each account over the time period. In Reed’s video, she applies her percentages to a running total, pulling from a smaller number for each step, resulting in a total deduction of approximately 52%. This seems to me to be an unecessary complication of the process, and, based on the paper she shows, the system is apparently intended to save 55% of the total income anyway, so I opted to apply the percentages to the total gross income at each step, both to simplify things, and because setting aside another 3% never hurt anyone. This is hardly a comprehensive budget system, but it offers the beginning of one, and the figures it calculates can be used for input into a larger budgeting system in another template or platform.

Everything after the expected and adjusted hours in the workbook is completely automated, with the adjusted hours column feeding into the Paid column, whose total is divied up with SUM fuctions in the Deductions section, which in turn feeds into the chart and the yearly summary. I’ll note here an example of the many small conveniences of Excel that really do add up: once I input the SUM function into the first cell in the Paid column feeding from the Adjusted Hours column, I simply drag the bottom right corner to the bottom of the table and Excel will apply it to the whole thing. Copying and pasting also automatically fixes the SUM function to apply to the cell in the same source relative to the new location, so this would also have worked.

As for using the template, that first link between the Adjusted Hours column and the Paid column is the one I would most readily expect to be broken. One is rarely paid at the same time one records the adjustment, and there are myriad circumstances where your pay won’t line up perfectly with your expected rate for whatever reason. Simply selecting the cells in the column and hitting backspace will delete the SUM function and allow manual input.

The Student column is set to a drop-down menu restricting input to the list of students found in the reference tables sheet. I don’t currently have a studio, so I’m using my example squad of Jimbo Jambo Jombo and Jumbo’s first 2 months of lessons. You can change the list of students by changing the names in the Students reference table.

The Students reference table, including Jimbo, Jambo, Jombo, and Jumbo followed by more blank rows

Now is about the time I start complaining, if I have come to understand my Excel Inquiry Rhythm correctly. I’ve gotten enough Excel experience that most things went well enough with the setup this time around. I did have an issue where upon moving a table, it forgot that it was a table and ruined the cell formatting, making all the backgrounds the same colour instead of the usual row by row alternation and not responding to the templates in the Table menu. I haven’t been able to recreate the glitch authentically, but it looked something like this:

The Deductions table with broken formatting of cell colours

All one needs to do to fix this is select the whole table, go to the Home tab > cell styles, and select normal.

Another issue arose in the building of the “Gross income from lessons” row of the yearly summary.

Income Summary, yearly table with the following data:
Gross Income from lessons, $1,450.00
Total to B savings, $507.50
Total to P savings, $145.00
Total to P chequings, $72.50
Total to B savings, $72.50
Total Income after deductions, $652.50

When you input a SUM function, after typing =SUM(, you can choose to either type in the cells or cell range or select the ranges you want to feed from with your mouse. I first opted to use the mouse to make my SUM function, but this will produce the following equation:

=SUM(Table1[[#Totals],[Paid at $50/hour]]+Table112[[#Totals],[Paid at $50/hour]]+Table11214[[#Totals],[Paid at $50/hour]]+Table1121416[[#Totals],[Paid at $50/hour]]+Table112141618[[#Totals],[Paid at $50/hour]]+Table11214161820[[#Totals],[Paid at $50/hour]]+Table1121416182022[[#Totals],[Paid at $50/hour]]+Table112141618202224[[#Totals],[Paid at $50/hour]]+Table11214161820222426[[#Totals],[Paid at $50/hour]]+Table1121416182022242628[[#Totals],[Paid at $50/hour]]+Table112141618202224262830[[#Totals],[Paid at $50/hour]]+Table11214161820222426283032[[#Totals],[Paid at $50/hour]])

This version does work, but when I first finished doing this, I found that I was getting the completely wrong number from the function. With a SUM this dense and enormous, there was no way I was figuring out where my error was. At this point, I had already completed the totals for the other rows with the mouse clicking method, which gave me much more manageable SUM functions of the following style:

=SUM(January!E15+February!E15+March!E15+April!E15+May!E15+June!E15+July!E15+August!E15+September!E15+October!E15+ November!E15+December!E15)

Seen above is a SUM function identical to the original, but referencing cells containing a total instead of referencing totals of columns. It’s a nitpicky sort of difference to describe, but it looks far more straightforward in the cell and is much easier to troubleshoot with. My advice here is to avoid clicking to select totals from tables when building longer SUM functions and either writing out the sheet titles, or clicking to select different cells of the same column from each sheet and then switching out the row to the correct number after the fact. There is also a chance that there is an easier way to reference the same cell on multiple sheets than inputting each one in a SUM function with a plus sign, but I don’t know how to google that and I haven’t stumbled across it yet.

The real bugbear of this operation was the pie chart. Now seems like as good a time as ever for a questionably necessary tangent about video games. A short clip from the below video by Arin Hanson is relevant here, from 00:19-1:14. The series this comes from has found its way into game design classrooms over the years, but was created informally for entertainment purposes, so the program contains coarse language, mostly outside of this clip, but viewer discretion advised.

00:19-1:14

The shift that Hanson describes in videogames, moving from programs that needed manuals to explain them, like traditional games, toward programs that could be learned intuitively over the course of interacting with them, like Mega-Man and it’s ilk, is not unique, but is in fact the path taken by essentially all digital products as they mature and reach wider audiences. No one really expects you to learn how to use something like Google Docs, it is expected that a person can do what they need to do in that program without a tutorial, relying on a user interface that draws one’s attention to key features using a logical menu system that makes it easy to find options you need.

Excel is an example of a program that has rejected this trend. Recall the difference between the dropdown menus and pop-up menus in Excel and Apple Numbers, respectively. In Numbers, you always change how data is represented or input in a cell using the Data Format menu on the right of the screen, and when you select Pop-Up Menu from the Data Format options, the box to write in the list of items you want in your menu is right there in the same spot.

The Data Format menu opened to Pop-Up Menu with a list of options

Contrast this to the dropdown menus in Excel, where you need to write down your list of options somewhere in the workbook first, then select the cells you want to have the dropdown menu, go to the Data tab at the top of the screen, find the small Data Validation button placed between “Text to Columns” and “What-if Analysis”, select “list” under the “Allow” subheading, then type in or select with your mouse the range of cells containing the reference list you made earlier. In this situation, Apple Numbers is the clear Mega-Man to Excel’s Godzilla for the Gameboy.

Returning to the pie chart, when I clicked the button to insert it into my sheet, this is what I saw.

A blank excel spreadsheet with an empty white square in the middle

Excel had given me a deck of cards and told me to figure out how to play Solitaire.

This is a slight exaggeration. I was able to figure out that “Chart Design” probably let me design the chart and that “select data” was probably going to let me select the data, so I wasn’t completely lost.

A pie chart in dark colours with blank text as slice labels placed inside the circle and overlapping with eachother, and a legend labelled only with numbers 1-5

Those first steps brought me here, with an obviously unreadable mess. There was also originally a title for the graph that I removed and am not so committed to this reanactment that I will add back in, but I will say to be careful when hitting backspace around a chart in Excel, because if you have the wrong element selected it will delete the whole thing in a way that doesn’t let undo commands bring it back, so you’ll need to start over. Backspace is also how you get rid of the title on the chart.

First, I wanted to get my numbers outside of the circle, which you do by selecting Add Chart Element > Data Labels > Outside End. I had to find this on the Microsoft support page, since I don’t know how moving the labels from one place to another could be considered adding an element, so I didn’t think to look there.

The top screen menu opened to Add Chart Element > Data Labels > Outside End

Next, I wanted to add descriptive labels to the legend instead of numbers, which you can see completed in the above image. I first tried selecting the labels on the chart and typing in the descriptions that I wanted. Like an absolute Chump. If you think that would work you have learned nothing about Excel. You have to make a reference table somewhere else, of course! You then need to go back to the Data Selection menu and type the range of cells containing the reference table into the “Horizontal (Category) axis labels” box, which I suppose would have registered less like word salad to me if the graph I was working with had axes that one could describe as horizontal, but it would be too much to expect of the trillion dollar company to have menus that adapt to the type of graph you’re working with.

The program is also quite picky about the reference table and data selection source. All items in each category must be in the same column, though they don’t need to be in adjacent rows. If your data and reference table are on the same sheet, they must be placed parallel to eachother, with each label in the same row as it’s datapoint. If either of these rules are broken, the chart will claim that the data is too complex and will display nothing. I have only been able to determine these rules through trial and error, and I may be incorrect, which has me feeling like I’m sharing Excel folklore about how if you burn a goats foot on the right day the data rains will come. Currently, all of the monthly charts after February show “The Chart Data Range is too complex to be displayed” when I open the “Select Data” menu, but they still display the data they are supposed to when it is input. Here I am following the age-old coding principal of not fixing what probably isn’t broken.

A legend with the labels B. Savings, P. Savings, P. Chequings, B. Chequings, and Income adter deductions, each beside a coloured square corresponding to a slice on the pie chart. The dark blue square for B. Savings is difficult to distinguish from the dark green square for P. Chequings.

I also noticed that on the legend pictured above, the dark blue and green colour indicators corresponding to B. Savings and P. Chequings respectively were kind of difficult to separate, so I wanted to change out one of the colours. Apparently, however, you can’t customize the colours of graphs in Excel for MacOS; you only have a preset of “colourful” options, most of which use all the same colours just in different orders, or “monochromatic” options, which use gradients and make it basically impossible to tell which label corresponds to what. Earlier, I was in a menu that had a completely different set of options including making the slices hollow or all only one colour, which makes the legend entirely pointless, but I can’t even find that menu upon returning to checl. This colour restriction seems like a gap in accessibility to me, and the questionable presets and inability to change them is another example of what I can only see as frustrating laziness on the Microsoft development teams.

Excel is a program designed to be learned by reading pages and pages of manuals and watching hours and hours of tutorials. I whine and complain, of course, but really it is not such a bad thing that Excel is not a video game. Things don’t need to be simple and straightforward to be functional, and most things in real life designed to meet a particularly specific need expect a person to be willing and able to dedicate the time and energy into figuring them out. Excel is just one of these things. At the end of the day, my tracker is still functional and helpful, and I was able to attain the skills to build it over the course of a relatively short deep dive. I still think they can try a little harder on the design side though.

Excel Inquiry #2: Troubleshooting, Improving the Table, and a Comparison to Apple Numbers

Since my previous initiation into Excel, my main goal has been to get it working properly and finish my hours and billing tracking table for the pianist I work with. Since it went unmentioned in my first blog, I’m a music performance major in Classical saxophone, and I hire a pianist to join me for pieces for saxophone and piano, which is usually about half of my repertoire, since my pieces are too demanding for the student accompanists other performers work with. Moving on, the troubleshooting issues made me realize the integration of Microsoft Excel with my Macbook operating system was a bit clunky, so I took a detour to recreate the table in Apple Numbers to compare the experiences on each platform. Below is the completed hours tracking sheet in Microsoft Excel:

Excel spreadsheet depicting hours and payment tracking

First off- saving and file access problems. Last time, Excel insisted that the files I created were read only and kept prompting me to make new copies, which would also be read only, giving me an endless cycle of file copying that occasionally deleted progress anyway. The solution to this problem was not intuitive, to say the least. First, I had to find the file in the MacOS Finder app, which, for some reason, wasn’t possible with regular menu navigation. The only way to bring up the file in Finder was to right click it in the Excel app home page and select “show in Finder”, which showed it inside a long tree of nested folders topped by a greyed out Library folder that was hidden when Finder was opened normally. In order to allow me to edit the file, I had to select get info > sharing and permissions > set to read and write for the “staff” and “everyone” roles. I will mention that xavierm (Me), which is me, was already set to read and write, and I remain unclear on why this needed to be done, but sometimes we must accept things and move on. Often, when older people use computers, they attempt actions that seem to us youthful people to be entirely unreasonable, clicking random buttons that we have no idea why they would expect to do anything. I now fully understand this, since the solutions that actually do work are also so unreasonable that I often feel there’s no reason to use sense at all, really.

The Get Info menu open to the sharing & permissions section showing all names set to Read & Write privilege

Having solved this issue, I continued working on my tracking sheet. I had two issues I wanted to solve as mentioned in the previous blog:

  1. “Waignein and Weber” being separate categories from “Waignein” and “Weber” for the purposes of counting hours spent on each piece, and
  2. incorporating the first hour of performances being billed at $75 instead of $50 in the sheet’s automated cost calculations.

The first of these problems, the rehearsal focus labeling, I opted simply not to solve. A rehearsal with a combined focus would be split into two rows each counted at half of the duration and each with their own focus. This prevents potential doublecounting and makes the whole operation a lot simpler. I also added a dropdown menu to this row for easier entry by using the Data Validation feature.

A dropdown menu with the following items: Demersemann, Robert, Waignein, Weber, Recording, Audition, Recital.

When you have a set list of possible values that can be added into a column of cells, it’s convenient to make a dropdown list both to save the trouble of typing things in every time and to prevent you from creating a new category every time you spell something wrong or capitalize something differently. This Microsoft Support tutorial for making them is straightforward and simple to follow. The process requires you to make a reference table with the possible values to select in the Data Validation window. I placed my reference tables beside my tracking table, but for larger sheets with greater complexity, it can be better to move them to a separate sheet.

Two single column tables, one labeled Pieces with the items Demersemann, Robert, Waignein, Weber, Recording, Audition, and Recital, the other labeled Answers, with the items Y and N.

As for the incorporation of the $75 first hour of public performances, I realized that this was equivalent to adding $25 to every session that was considered a performance, since the normal hourly rate is $50. I used the same Data Validation feature to add a Y/N performance column, and used the COUNTIF function, =COUNTIF(Table1[Performance], “Y”), to show the number of cells within that range that I counted as performances. I could then multiply that number by 25 and add it to the total.

An Excel spreadsheet showing a cell containing =COUNTIF(Table1[Performance], "Y") with a column labeled Performance containing Y/N responses highlighted.

To determine the total cost, I used a straightforward SUM feature: =SUM(B26*50+25*B31). This function adds the number of hours multiplied by the hourly rate to the number of performances multiplied by the performance charge, giving me a total cost that factors in the hourly rate and the $75 charge for hour one of performances. The total cost since January came out to $1,275.00. This is why I don’t buy textbooks for my classes. The profs always tell you you need to but you almost always don’t.

The function, =SUM(B26*50+25*B31), with the cells containing the hour total, B26, and number of performances, B31, highlighted

I had most recently paid my accompanist on January 24th, so to determine what I still owed, I added another cell with a similar SUM function to the one above, replacing the total hours since January 1st, B26, with B8:B25, the range of dates after January 24th, using the following function: =SUM(B8:B25*50+25*B31). Interestingly, this gave me $2,725.00, which doesn’t sound quite right. When I moved the bracket to create the function =SUM(B8:B25)*50+25*B31, it showed the correct figure, $1,025.00. I initially thought that this meant you need to surround your ranges in brackets, but the function =SUM((B8:B25)*50+25*B31) also shows $2,725.00. For some reason, adding a close bracket to the end of the function, regardless of where other brackets are placed, groups together (50+25*B31), breaking the normal order of operations you would normally use when doing algebra and multiplying B8:B25 by 75 by B31. This perplexes me, but, as with many things, one can only move on.

The function, =SUM(B8:B25)*50+25*B31, with the cells containing hours for dates after January 24th, B8:B25, and number of performances, B31, highlighted

As I mentioned, the troubleshooting I needed to do to get Excel working made me curious about the native spreadsheet program for MacOS, Apple Numbers. Numbers is ultimately a shoddy competitor to Excel, purely due its propreitary device locking making it much less universal, transferrable, or shareable, so I don’t intend on getting more experience with it going forward, but I thought recreating the hours tracking table in Numbers would be a good way to get more context for the strengths and weaknesses of Excel specifically, not just spreadsheets in general. As I suspected, I saw no barriers from permissions issues or OS navigation to create and access the file. The result can be found below:

Apple Numbers spreadsheet depicting hours and payment tracking

The difference in design language is the most apparent factor, with Apple presenting a much more streamlined sheet with things looking a little more plain and having larger and more separated text by default. I do prefer the more open layout, and I may increase the row height and text size in Excel going forward to borrow some of the improved readability. The column headings are also mobile, staying at the top of your screen as you scroll down in the table so that they stay visible, which I do appreciate. The cell overflow response is also far superior here. In Excel, if you type text longer than the cell, it bleeds over into the next cell and then cuts off at the edge of the cell when you click away. In Numbers, the text continues on a lower line as one would expect in any text box. This makes it much easier to design better looking tables without constantly readjusting the column width every time you type a longer phrase than normal. The most apparent functional difference is that Numbers opens straight into a table and does not give you the same endless grid of cells that Excel bases itself on. This isn’t a huge limitation, you can still open extra tables or extra sheets for blank space, but this does lend the program a sense of inflexibility compared to Excel, where you can input your data wherever you want and then impose a table structure onto it automatically after the fact.

Numbers offers more ways to represent data. As you might notice, Numbers allows you to format cells as checkboxes, which feels a bit more graceful than my Y/N dropdown menu I used for the Performance tab in Excel. Numbers also allows you to format cells as durations. In Excel, there is no option to format a cell to represent hours and minutes, you must always convert the fraction of 60 into a decimal. Numbers allows you to enter numbers as decimals or x:xx formats and will format them into xh xxm notation automatically when the Data Format menu on the right side of the screen is set to durations and its further specifications. Hours tracking has been my main use of Excel in the past and I have always wanted this, it’s so much more satifsying and occasionally less confusing to write 15 minutes instead of 0.25.

Apple Numbers spreadsheet with the Cell format menu opened to Duration

On the flip side, there is some unwanted inflexibility here. A cell feeding from a totalling cell in duration format can only itself be set to duration format. I tried to set the Hours total on the pricing table, which feeds from Hours Tracking B26, to number format, since, knowing it’s going to be fed into another equation, it’s nice to be able to see it as a decimal, but the input didn’t do anything. This led me down a bit of a rabbit hole trying to figure out how to get the system to allow you to change the cell format from durations when referencing a total of hours and minutes.

Table row with: Cost    Fx SUM (B3x50+B5x25)

Above is the SUM feature determining the total cost of accompaniment since January on the Pricing table using essentially the same equation as the Excel sheet. In this case, the system does allow you to change the cell format to currency, so I knew feeding from a duration total didn’t make it impossible to change the format. I experimented with adding 0 or multiplying and dividing by the same number in a SUM function for the Pricing table Hours total cell, but nothing seemed to let me change the format. After additional experimentation, I began to find strange arbitrary combinations of equations, cell references, and bracket placements that either did or did not allow the cell format to be changed, which I intended to document here, but after closing and reopening Numbers after a break, I found it was all a glitch. As long as you get the SUM function to do something, like adding 0, it does allow you to change the format, and all of that time I spent experimenting could have been a dream for all I know.

I’ll also note a difference in the dropdown menu functions of each program. Excel requires you to build a table of responses somewhere in the workbook for your drop down menu to reference, but in Numbers, you can simply select “Pop-Up Menu” in the Data Format menu and add your list from there. I found this to be the much more elegant and intuitive solution. The Pop-Up Menu does prevent you from typing manually at all in the cells formatted to it though, you can only bring up the menu and select from the list. In Excel cells with drop-down menus, you still can type, with the system automatically autofilling from the first couple of letters of something on the list and simply rejecting your input if you type something not on the list. This is a less consequential but widely representative example of how Numbers streamlines processes while making the system feel less flexible, even when the material difference is negligible.

Apple Numbers spreadsheet with an open Pop-Up Menu with the items None, Demersemann, Robert, Waignein, Weber, Recording, Audition, and Recital. The Data Format Pop-Up Menu options open on the right side of the image

The final item I want to call attention to is Pivot tables. Here, you can find a more detailed explanation of the concept, but they are essentially a tool that automatically reorganizes data on a table in another sheet to make it easier to analyze various aspects of it. Excel and Numbers both have pivot tables and they work almost entirely identically, but Numbers has the small problem of getting the figures wrong.

A table labeled Hours tracking Pivot with the following data as months and hours tracked in each month: January, 6, February, 2, March, 9, April, 7, (blank) 1, Grand Total, 25

Above, you can see the pivot table that Numbers generated for the Hours tracking table, with Dates as rows and Rehearsal Hours as values. You might notice a Grand Total of 25 hours, which is an hour and a half more than the total on the table it’s pulling the data from. One of these mysterious extra hours comes from (blank), though I have no idea what that could be referring to. I was also able to determine that another extra hour was added to January, specifically showing 2 hours on January 10th, directly contradicting the table. Correcting for these errors, however, leaves us short at 23 total hours. I don’t have the slightest idea of where this discrepency comes from, but Apple markets this program as an accounting tool, so the fact that it misrepresents its own data is positively unacceptable. If this were a bigger dataset where these issues were less noticeable, this could have serious consequences for a business. This kind of error being possible makes the pivot table feature impossible to trust, which makes it completely useless.

Overall, Apple Numbers was the easier platform to pick up, though the fact that I already learned the same skills in Excel likely helped. I only needed to consult external sources twice, to find the Pop-Up menu option and to figure out how to use the COUNTIF function on the checklist, and I likely could have figured out both on my own if I was slightly more persistent. On Excel, I needed a tutorial for basically everything. In the end, however, Excel does remain the better program overall, allowing for greater flexibility and forgoing some streamlining to keep you more firmly in the drivers seat. The Excel pivot tables are also accurate.

Something that was particularly striking for me was how the central difference in presentation, Numbers with tables and Excel with their open grid, made the idea of converting files from one system to the other fundamentally impossible to do smoothly. Many of the unique input and representation features on Numbers, like the checklists, star ratings, and duration formats, seem almost deliberately designed to make Numbers files unconvertible into Excel files. Compare to Google Docs and Microsoft Word, which are not nearly as divergent, Docs being able to export directly into .docx files with relatively minor impact. This to me suggests a certain intentionality of incompatibility on the part of these companies, showing how locked down to their platforms they want their users to be. For all of these differences, though, the formats offer the same core benifit of horizontal and vertical data storage that make spreadsheet programs desirable in the first place, and everything layered on top is really just icing on the cake.

Weekly reflection: Surveillance, AI, and Community-Centred Activism

This week’s materials focused primarily on issues surrounding eroding privacy in the digital realm and the effect of this erosion on our lives, along with a brief interview with Nodin Cutfeet on their Waniskaw Foundation for Indigenous digital literacy.

A lecture given by Ian Linkletter this week had a large focus on opposing AI proctoring software, digital tools designed to algorithmically analyze data from cameras and browser monitering during exams to prevent students from cheating. This sort of use of AI can seem benign, but it’s representative of a deep incompetency in the use of many modern AI tools; an ignorance of their need for supervision.

The below video by Physicist Angela Collier outlines some flaws and false narratives surrounding AI technology with a focus on it’s place in science. The section “What AI is not” focuses on why experts are necessary in the process of using these tools. One example offered is the use of machine learning to diagnose Tuberculosis in samples given to an algorithm to analyze. The algorithm was built well enough to be able to diagnose Tuberculosis more accurately than doctors overall, but it was still important to probe the responses it gave to find out how it was coming to the conclusions at which it arrived. Through AB testing, it was found that the algorithm was measuring the date that the pictures were taken and weighing older pictures to be more likely to contain Tuberculosis in the samples than newer ones. Because older machines were used in places with more Tuberculosis and thus more positives, the algorithm didn’t simply notice the trend, but incorporated it into it’s assessment as though it were a causal factor. This is because machine learning is, as Collier frequently emphasizes, not intelligent, and has no way of understanding causality, so even as this algorithm became more effective than humans at diagnosing Tuberculosis samples, it was still including nonsensical data based on an irrelevant bias in it’s analyses which could potentially cause serious harm.

AI does not exist but it will ruin everything anyway – What AI is not – 5:55-11:17

AI proctoring tools fly in the face of these concerns. These tools reproduce biases and confer important judgements without proper supervision and often without a clear idea of how they are coming to their conclusions. On a basic level, they should not be trusted to function without the kind of heavily involved supervision that would make their usage redundant. Even with greater supervision, what camera systems flag are simply reconstructions of biases we have about how students should look or act. The prominence of facial recognition failing to find black faces is relevant here, as well as the list of abnormalities that Linkletter claims that AI proctoring tools highlight, including deviations from the norm in head movement, eye movement, keystrokes, and clicking. This seems like a machine perfectly constructed to bring scrutiny to neurodivergent or differently abled students, and it is no surprise at all that Linkletter was able to cite a Dutch study that showed that the effectiveness of a particular proctoring software was no more than that of a placebo. The idea that people who move in odd ways are more likely to be cheating, when you think about it for more than a moment, is absolute nonsense. It’s the academic integrity equivalent to the body language experts in British tabloids claiming that Meghan Markle is a sea witch because she tucked her hair behind her ear too many times.

In his podcast on digital surveillance, Chris Gilliard focuses on the increasing prominence of surveillance tools acceptance in our lives, including cctv cameras in businesses that feed directly into police stations, doorbell security cameras surveilling neighbourhoods, and consumer tech products offering conveniences while collecting data to sell.

A big theme of the podcast was who surveillance is aimed at. Gilliard mentions how wage theft takes far more money out of the pockets of American citizens than shoplifting takes from corporations, but we don’t see cops patrolling corporate offices. Surveillance technology is based in bias. Linkletter also mentioned how algorithmic tools play on our assumptions that computers are less irrational than humans, but the data they use is always collected by squishy-brained humans with biases and within systems built on them. If people of colour are more likely to see their behaviour criminalized, more crimes will be reported in a racialized area, and if the response is an increase in surveillance, the fact that more eyes are on the area will mean that more crimes will be reported without any need for crime in the area to increase, or necessarily be more prominent than in another, less surveilled area. Data is collected through bias, so data analysis will always hold on to the same biases.

Midjourney generated image of a black man wearing white clothes with the prompt "white man robbing store"
Frequently resposted image of unclear source demonstrating the propensity of AI to reproduce biases

On the subject of consumer technology, Gilliard raises concerns over how many products are accepted as items of luxury surveillance, tracking data to offer a consumer convenience in exchange for privacy. Fitness watches, for example, track your heartrate, steps, and location, which I presume is very helpful for people who use them, but this amount of personal info being in the hands of large corporations aiming to squeeze as much value out of consumers as possible is disquieting at the very least, especially given the precedent Gilliard mentions of these companies readily sharing their data with law enforcement. You have nothing to hide only until you disagree with the state on what behaviour is acceptible. As we are quickly seeing in the United States, this is not as unlikely as we might think.

Nodin Cutfeet’s Waniskaw foundation seems to be an excellent example of community oriented activism. The organization aims to improve digital literacy in underserved indigenous communities by utilizing programs, hardware and community engagement that fall in line with the priorities and capacity for engagement in reserve communities. Cutfeet mentions that in many indigenous reserve households, the closest devices to a computer are xboxes or other consoles with a web browser installed on them, and getting grants that would allow them to send compatible keyboards to these households to facilitate digital engagement on the devices they already have is a potential goal for their organization. The understanding represented by this idea demonstrates a genuine connection to the community being served that I see as a positive example for effective organizing.

A coding interface with a simple layout
Landing page for waniskaw.ca

I enjoyed Cutfeet’s mention of differences in motivation between mainstream and indigenous engagement in coding education, how indigenous students are less susceptible to Zuckerburg admiration and promises of wealth and control. Rather than presenting them as being too high-minded or principaled for that sort of thing, Cutfeet frames this lack of effectiveness as indigenous youth being more interested in seeming smart in front of their friends and community than being corporate big-shots. It’s not so high a bar to expect an indigenous person to not engage in noble savage stereotypes, treating their place outside of mainstream expectations as an untainted purity from our materialism, but the fact that it isn’t a worry underscores the benefit of the awareness and connection Cutfeet has in this community.

Excel inquiry #1: Foundations

My goal in this inquiry is to gain more familiarity with excel as a tool for productivity and management for individuals and small businesses. To begin, I focused on the individual side of things.

I started with some basics to try to get a handle on how microsoft excel is commonly presented, looking through blogs, articles, and listicals, and my results were quite mundane. This blog on everyday uses of Excel by the Way of the Duck outlines how the author uses the tool for savings account tracking, date tracking, and making lists. Independantly of any advanced tools or highly designed functionality, this author considers the greatest strength of excel to be the simple concept of storing data both vertically and horizontally. Having such immediate access to rows and columns in a far more convenient format than can be found with table insert functions of word processers, making the storage and presentation of dry, quantitative information far easier.

I have decided to get started with the basics of Excel by tracking the hours I rehearse with my pianist and how much of a bill I run up with him since January of this year. This puts into practice the basic of basics of Excel; making tables, setting cell formats, and applying SUM features. I have previously used precreated Excel templates for hours tracking in my job in UVic Reslife and bookkeeping practice for a fundamentals of accounting class, but these purposes didn’t require any meaningful familiarity with the program itself.

As with most microsoft products, Excel is unintuitive and often unruly. When I use Google Docs or a similar service, I can usually find a feature I’m looking for simply by exploring the menus without needing to look anything up, and I have rarely had any issues with file sharing or downloading. Microsoft Word is the opposite of Google Docs in that respect, as I can almost never figure out how to do the most basic tasks in Word without an external resource, probably due to some high-level UI design factors I haven’t studied enough to understand. The above video from Kevin Stratvert lays out the core functions of Excel for beginners. It’s a good watch to cover your basics, and below you can find a list of features Stratvert mentions that are really convenient and that I didn’t find out on my own when I have previously used Excel.

  • Drag from bottom right of a cell to continue a pattern that excel derives, like dragging down on a date to get that same day of each subsequent month
  • Double click a vertical line between cells to fit the length of the cell to the longest text in the column, avoiding clumsy text overlap
  • Shift and drag a selected set of cells to move them instead of using cut and paste commands, since ctrl x doesn’t work in Excel the same way it does elsewhere
  • Use the insert table feature to autoformat your table, including buttons to add totals at the bottom

My biggest challenge so far with Excel is getting it to save my work and let me open it. Below, you’ll find the current version of my previously mentioned rehearsal hours tracking. I had combined the two hours columns into one, reworked my labelling in the notes column, and added a formula to multiply hours by cost per hour to give me a running total of the accompanist fees, but, despite me clicking “save as” and following all the regular procedures, excel discarded that work, and now every time I try to open the sheet, it tells me that Xavier M locked the sheet to be read only (which I didn’t do). It still lets me edit the sheet, but gives me a popup to let me know that the sheet is “now available”, then tells me that the file has been changed by another user and prompts me to make a new copy, at which point the cycle repeats.

An Excel table shows 4 columns: date, rehearsal, Performance, and Notes with 8 rows filled.

My next steps will be to figure out how to get Excel to behave. Once I can be confident that my work in Excel can be saved and remain accessible, I will try to add more complexity to my table. There are data sorting functions that let me see how many sessions were spent under each label in the notes column, letting me compare how much time I have spend on the piece by Robert compared to the piece by Waignein, but so far, I can only add one label to each session, making “Waignein and Weber” a separate category from “Waignein” and “Weber”. I hope to be able to add both labels on one session, but I suspect Excel will be resistant to double counting things. Also, the regular hourly rate for rehearsals with my accompanist is $50, but the first hour he needs to be present for a concert is $75. I intend to figure out how to use automation in Excel to calculate the cost with this stipulation.

So far, Excel has yet to truly win me over. The unreliability of the program makes me distrust it, and I am almost offended that this up-to-date program by a trillion dollar company can’t seem to work on an up-to-date operating system it claims to support without some sort of trouble shooting. Excel does still come with some upsides. The table automation is convenient, and seeing a number go in one cell and automatically raise the total at the bottom of the table is just intrinsically satisfying. I look forward to seeing the kind of possibilities Excel could bring for productivity if I can get it to stop complaining.

Weekly Reflection: Datafication, Cybersecurity, and Accessibility

This week comprises three presentations on distinct but related topics. The first to discuss is Bonnie Stewart’s presentation on Datafication.

Sometimes a good chorister enjoys being preached to. Stewart’s talk on datafication outlines many of the ways that the reduction of lives into data which can be analyzed, commodified, and sold is used by the powerful to exert their control. A lot of these ideas are familiar to me, and the lens Stewart takes towards the social influences they cover is quite similar to that which I try to apply in my own understanding of current affairs.

The issue of the reductivity of data is particularly impactful in EdTech, where a primary purpose of a lot of educational technology is improved ability to surveil the progress and activities of students, which can grant a useful level of detail or play into a “teach to the test” mindset around maximizing educational practice towards whatever benchmark can be easily measured. It should not go unsaid that systems are built with purpose, and the benchmark a system measures can be designed around pushing the interests of the unelected heads of large companies whose interests may or may not align with societal well-being.

A cluster of security cameras
Surveillance video cameras, Gdynia, 2007, Paweł Zdziarski, Wikimedia Commons, CC BY-SA 3.0

A lot of conversation around datafication of educational practice calls to mind Goodharts Law: When a measure becomes a target, it ceases to be a good measure. Having one number be a target allows for enormous exploitation to make that number go up, which can be divorced from genuine improvements. The most famous example is the Cobra Effect, wherein the British Raj attempted to reduce cobra populations in Dehli by putting a bounty on cobras, resulting in cobra breeding farms to harvest more snake corpses, resulting in a rise in cobra populations. This incident likely didn’t actually happen, I can find no reliable source for it and the bit of this article above the paywall seems to suggest historians dispute it, but it’s demonstrative regardless. Musk and his DOGE agency seem to be doing Goodhart’s law on purpose, or at least with reckless negligence, aiming to cut the biggest amount of government spending without much regard for how much damage they do to basically everything. Reduction of people to data essentially turns everything into a perverse incentive; humanity and societies can perhaps be understood more thoroughly with detailed statistics, but to base policy and worldview on numbers exclusively isn’t rational, it’s just inhumane.

Wency Lum offered a basic overview of cybersecurity threats and some best practices to protect oneself from attacks. A primary focus was identifying phishing scam emails, which, when one is diligent, is not exceptionally difficult. UVic often sends it’s own phishing emails to train people to spot them by linking to a “you fell for it” page, which definitely made the threat of phishing more tangible when I clicked one of the links in my first year. The emails seem to have had an opposite effect on a coworker in Reslife, who told me the other day that she saw one, thought “I bet thats one of those phishing emails”, and clicked the link and was satisfied when she was right and it went to the UVic phishing warning page. This really highlights a point that Lum brings up: cybersecurity is a collective effort reliant as much on people as the systems you build for them.

Charlie Watson’s talk on accessibility outlines various conditions requiring accommodation and many existing tools that currently aim to fulfill that purpose. Watson also lays out various techniques to ensure digital design is accessible to everyday users and the tools that facilitate digital engagement.

An image of a ramp and staircase leading to the platform of a train station
Commuter rail platform ramp, stairs, Peoria Station, 2016, xnatedawgx, Wikimedia Commons, CC BY-SA 4.0

A core framework I picked up on was a chain of design intentionality that is required for disabled people to function in society; for people to participate, they need technology built for their needs, and for that technology to function, infrastructure must be built to facilitate it. A person needs a mobility scooter to move, a mobility scooter needs a ramp to get up an incline; infrastructure is built for tools which are built for people. In order to pursue digital accessibility, you must understand the internet as infrastructure, where, just as a mobility scooter is useless in a building full of stairs, a screen reader is impaired in it’s function when it engages design that doesn’t use heading systems properly, relies on coloured text for information conveyance, or uses images of text instead of usual script. It’s always a good thing to affirm that accessibility isn’t a problem that can be solved externally; it must be built into the core design of our societal infrastructure lest disabled people be left behind.

Weekly Reflection: Social Annotation

This week’s centerpiece was a talk by Remi Kalir on social annotation. Social annotation involves the process of collaboratively adding insights retrospectively to existing texts in a forum with some degree of public accessibility, whether it be free to the general public or accessed by a more restricted group. As part of his definition of social annotation, Kalir invoked public protest art like that pictured below as an example of annotation in a social space as a method of making statements through existing cultural artifacts.

A woman and child wearing Black Lives Matter shirts look at a fence covered in taped-on messages in support of the BLM movement. Text on the image reads "annotation is an everyday literacy practice"
Screen grab from Remi Kalir on Social Annotation

The reframing of protests like this as annotation is clearly applicable and brings a certain sense of intellectual satisfaction, but at the level of depth Kalir was able to convey in the talk, I am left unclear on what exactly the framework does to expand our understanding of these acts. Interpreting these signs as annotations is a different way of looking at these signs which I would normally understand as public art or political speech, but I am unclear on how it might be a better or worse way of seeing them. I would hardly consider this a criticism though, as I assume these questions are answered in Kalir’s book on annotations.

The main digital aspect of the talk is hypothes.is, a tool for shared annotation of digital resources that allows people within a group to make annotations on existing texts and see the annotations that others within the group have made. I have experience using Perusal, an online platform that is executed differently but can be summarized identically. The course I am taking that uses Perusal fails to incorporate it into it’s educational design, mainly because the instructor implemented it at the request of some students and had never heard of it before the class started. In that course group, you can find notes on the readings from precisely 1 student, and, to be completely honest, I’m judging them the whole time. They always do the readings before me and I always see their comments and think “that one’s a bit shallow,” or “that’s not really what the auther is saying,” or “that point already gets addressed a couple of pages later.” I do consider this a me problem; the point of social annotation as a vehicle for learning is not to share your most polished insightful musings or, for that matter, to read other people’s annotations with a critical eye to rate them out of ten. Social annotation requires both vulnerability and a willingness to engage in a way that doesn’t punish vulnerability, and I will be the first to admit I have work to do on both fronts in this context.

A graphic showing letter grades A+ to F in a gradient from green to red
Energy efficiency label A Plus, 2017, Loominade, Wikimedia Commons, CC BY-SA 4.0

Social annotation, like many other progressive educational practices, can only be as powerful as a student’s willingness or capacity to engage with it. Education as we know it is designed to revolve students experiences around grades and deadlines; the goal of classes is, from the perspective of incentive sets at play, to get the highest grades by doing the fastest (which often means least) work. I aim for high grades to earn and maintain scholarships that cover the cost of my tuition while my physical disability makes it difficult to work, so I feel particularly vulnerable to how these incentive sets shape our educational experiences. Even keeners who always go for an A+ will focus on completing objectives and no more, because doing more means you have less capacity to spare for the next required task on the list, disability or not.

I’m just a bit too prideful to use Perusal to write whatever comes to my head, and I’m not getting a grade for writing out constructed, insightful responses to the texts, so I keep my notes to myself. Rather than a criticism of the technology, I consider this an assessment of how my profile as a student ends up pulling me away from educational practices that require active engagement without concrete guidelines to be successful. The only way for progressive educational practices like social annotation to make an impact is as a part of a fundamental shift in educational priorities away from benchmarks and deadlines.

Weekly Reflection: Generative AI and the Slow Death of Cognition

This fireside chat with Lucas Wright makes me concerned for the state of our minds going forward. The offloading of cognitive tasks to bland forest-burning bots regurgitating the mean average of all of the questionably legally obtained data they have is so not inspiring or exciting to me; the most positive feeling it instills in me is a sense of resignation to the continuing decline of our ability or motivation to think for ourselves.

Lucas Wright in the recorded lecture demonstrating use of ChatGPT
Lucas Wright & Valerie Irvine Fireside Chat

Plato was known to be opposed to writing. He commented on it’s invention in Phaedrus, claiming that students “will cease to exercise memory because they rely on that which is written, calling things to remembrance no longer from within themselves, but by means of external marks.” I used to find this fact reassuring; it shows that people have been sounding alarms about how new technology will make us stupider for thousands of years, yet humanity marches on. The rise of generative AI has changed my opinion on this fact, and it now only fills me with dread. In the chat, Wright demonstrates a process of creating a presentation on evaluating judgements during which he tells the bot to collect sources, has the bot summarize them, uses a bot to create diagrams out of those sumarries to use in a presentation, and then gets the bot to create a learning activity relating to the information. The act of knowledge communication here is being treated as a discardable obstacle, and the cognitive ability to research, understand writing, and communicate one’s ideas is being discarded with it. Just as Plato could never have done anything to preserve our memories and stop us from relying on paper, we in modern times will not be able to do anything to stop humanity from giving up on finding, understanding, and communicating information without offloading the task to water-polluting data skimmers brought to you by the Alphabet Corporation.

Black and white image of Carl Sagan speaking at a lecturn
Carl Sagan speaks at Cornell University, 1987, Kenneth C. Zirkel, Wikimedia Commons, CC BY-SA 4.0

Wright mentions a move from a “search and create” model to a “generate and evaluate” model. I believe this shift is one that turns knowledge communication into an empty task. Ask Carl Sagan, David Attinborough, or Bill Nye what they think about removing “create” from the process of communication. These people demonstrate that knowledge is granted power, influence, and accessibility through the way it is communicated, and they show the difference that is made when it is communicated passionately and creatively. Even on the smaller scale of presentations, reports, or blogs, knowledge has meaning because it is important to human beings, and we should be purposeful in what and how we say things lest information become meaningless to us. Every word in, for example, a scientific paper, has a purpose. These papers are long because they contain nuance, detail, and often the personality and opinions of writers. AI summaries exist to remove all of these things. They create easily consumable bullet points of only what they “think” is essential, and in the process deprive the user the experience of judging and interpreting information for themselves. Even reports and papers are (ideally) created with intent by incredibly dedicated, knowledgable people who communicate specific facts in a specific manner to underscore their importance, and relying on quick AI summaries bulldozes this work in a depressingly disprespectful fashion. Evaluation of AI summaries is not enough. You either lose the voice, intention, and nuance of the authors, or check the articles thoroughly enough to ensure nothing was missed, in which case the AI summary is nothing but a redundancy.

On the subject of redundencies, Wright mentions his AI emailing tool and talks about how AI will give way to new forms of communication. This is because he uses a bot to change “no worrries” to “Dear ____, You don’t need to worry” and he imagines a second person who will, unwilling to read the email themselves, use a bot to summarize it back down to “no worries.” The only inefficiency here worth addressing is AI itself. We’re so afraid of being curt (and so offended that someone might be curt towards us) that we have built a gazillion dollar atmosphere hole-punching machine and used it to add and remove formalities.

screenshot of Lucas Wright's email responder. Lucas types "Yes I have dont worrry", the chat bot responds with "Here's a concise and professional response: 
Subject: Re: Power Bill
Dear [Sender's Name],
Yes, I have checked the power bill today - no need to worry"
Lucas Wright’s email responder, Lucas Wright and Valerie Irvine Fireside Chat, 3:30

Wright is later asked about how he copes with the environmental damage done by these generative models. He says that it is unfair that consumers have their feet held to the fire when the corporations are the ones who should be held responsible. This often valid criticism is being used here as a thought terminating cliché to absolve Wright of any personal responsibility. “Corporations are damaging the planet, not individuals, so I won’t stop throwing my used car batteries into the ocean, thank you very much.” In this blog, I have tried to keep much of my criticism more broadly focused to the field that Wright describes rather than towards him specifically, but in this case I feel some individual commentary is warranted. On a daily basis he is using and endorsing these tools which have not yet become so ubiquitous as to be required, so he is part of the problem of how their proliferation opposes sustainability, and the shallowness of his deflection of this fact verges on the parodic.

When we invent technologies that carry a function, it replaces that function in us. The GPS has largely replaced our inner compass, constant calculator access has made us worse at mental math, and paper has made us worse memorizers. I do not care how practical generative AI can be in replacing our ability to research, process, and communicate information; these abilities are ones we should never let humanity leave behind. We must at some point draw a line at what we can’t be bothered to do on our own, and for me, that line is far earlier than giving up on reading and writing anything longer than two sentences.

Weekly Reflection: Open Educational Resources

Cable Green speaking in the recorded lecture
Cable Green on Open Educational Resources

This locking down of information stifles innovation. Having no access to research across a scientific field means slower progress and expensive redundancies in different organizations doing the same work. With course materials having such high cost, keeping textbooks up to date either costs schools too much or students too much, and this makes education less accessible, which means we get fewer qualified people growing up into important fields. Pursuing profit motive means making everything cost as much as you can get away with, which means locking things down wherever you can, which means slowing society down.

Reflection: BC Digital Literacy Frameworks

In reading the B.C. Post-Secondary Digital Literacy Framework what struck me most was two underlying assumptions which, in this reflection, I hope to if not challenge then at least interrogate.

The first is an assumption that applies to a specific section: “Being able to differentiate between truth and misinformation”. This contains an underlying assumption that belief in misinformation stems from poor skills in analytically determining truth from falsehood. This seems like it should be an obvious fact, but it is not beyond questioning. Below is a video by Dan Olsen, In Search of a Flat Earth (2020), in which Olsen analyzes the internet presences of the flat earth and Q-anon movements as they existed at that time. The key section for our purposes is from 27:40-29:50, during which Olsen states “the end goal of conspiratorial beliefs is to simplify reality … Most people don’t actually believe Flat Earth because they were persuaded by shoddy evidence, or they found other evidence to be less persuasive about the nature of the physical world, they do so because it says something they already believe about the nature of the social world.” The Earth being flat would prove to flat Earthers that God created it in an exceptional way and that a powerful group is hiding that, which reinforces their wider social beliefs, so they will believe that the Earth is flat and never run out of new evidence unless they let go of those core assumptions. One’s ability to determine truth from falsehood is not useful when one is not willing to employ it.

27:40-29:40
A romantic era painting of a bearded man in shabby clothes sitting on a rock
L’Esule by Antonio Ciseri, 1860s: Captures a Romantic individualistic aesthetic presenting solitude even in the poverty and desolation of exile as aspirationally powerful and masculine.

Another underlying assumption is an acceptance of a highly individualistic framework. The section that most clearly exemplifies this is under Digital Wellbeing: “A digitally literate person will have healthy boundaries with digital technologies, use them intentionally and will not use digital technologies in ways that harm others.” One can easily present a cynical framing of this passage. The government stands by as enormously wealthy companies spend unfathomable amounts of money building systems to capture as much of your attention as possible, actively damaging your mental health and general societal wellbeing to generate as much revenue as they can, and the government responds to that situation by saying “hey, you should get digitally literate and have some healthier boundaries.” Here, we see a systematic problem that is being solved by attempting to systematically confer individual skill in dealing with it. It reflects an unthinking acceptance of the status quo, which is not something particularly surprising coming from a government document by a branch of the government that does not have the capability of changing this status quo. I find that note worth bringing up, since I want it clear that I wouldn’t expect this document to be a radical solution to all of our digital problems via demands for sweeping changes. The cynical framing also rejects individualism too enthusiastically, I think. As I have previously mentioned, no one is hurt by learning good digital literacy, and we should possess these skills whether or not social media spaces are well-regulated. I simply hope that through this interrogation of two underlying assumptions we can more deeply understand the subject of digital literacy and the structural forces and limits that apply to this particular attempt to improve it.

« Older posts

© 2025 EDCI136 Portfolio

Theme by Anders NorenUp ↑