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Knowledge Management can flourish in organizations where the interplay of ideas is valued, where insights are prized as critical raw materials. Unfortunately, that’s not in enough places.  KM, as a practice, remains mired in old thinking.

Let’s take a fresh start:

It’s time for KM practitioners to start sketching out a new collaborative paradigm for the enterprise ..

No small strokes here. So let’s put some stakes in the ground.

For a foundation, let’s return to Ikujiro Nonaka (2001) who gives us 3 major themes that have more relevance today than ever:

  • Flow of Insights, as Process.  The most fundamental change in the KM paradigm must be moving from structure to one of flow as the prevailing metaphor. Insights flow through organizations, they don’t live in hierarchical boxes. When they live in silos, they’re often trapped there. KM must foster flow across silos, and sometimes (with appropriate policy and security) across the firewall. I believe KM’s convergence with social networks helps us think about how insight truly flows, representing a key inflection point for what is possible ..
  • “Ba” as Time, Space .. and Opportunity.  A Japanese term, “ba” can be thought of  (in my words, attempting to apply Nonaka’s) as “favorable conditions in time and space for knowledge emergence to occur”. It could be a conference room, an office, or space by the water cooler, but regardless of place, the chance for emergence is heavily influenced by culture and values. KM practitioners need to facilitate the creation of ba, and I’ll argue that in the 21st century, such places can be either physical or virtual ..
  • Care.  Many (people, organizations) have lost sight of their core values, the deeply felt imperatives that motivate and inspire us to act; in cases where they’re stated, they often fail to enter into our day-to-day use. Ownership and compassion make a difference in KM. Unlocking the value of KM requires a return to priorities, motivators, and intention ..

For a leg up on business context and the value of KM to the enterprise, I like going to Thomas Stewart (2001) with his clear perspective on challenges of how ideas are viewed in the enterprise space:

Value of ideas isn’t taught in traditional economics; it’s treated as a mysterious, outside force .. (but) a company in the information age is really a beehive of ideas, impacting how they should be setup, and run, and how they should compete.

An evolved, future-state KM needs more grounding in business and the business process, as envisioned by Nonaka and contextualized by Stewart. Sharing knowledge (first as insights, then ideas) must become second nature.

The adoption of this thinking has, in many ways, remained painfully slow. Andrew McAfee (2009) helped to set a new baseline for what’s possible, but he’s quick to point out that tech adoption often takes much longer than we’d prefer.

But it doesn’t stop us from charting a course.

Framing KM as a new paradigm allows us all to rethink what happens when insight truly begins to flow more freely through organizations. Hold this mental model:  insights are the raw material of new ideas. New knowledge is the downstream outcome, the catalyst and source of innovation.

We need accessible semantic framing for KM to have a chance.

I like to think of a new, emergent KM as ”Getting Smarter, Faster” .. a more conversational, real, and tangible frame for KM and the flow of insights. Many of the terms and concepts in traditional KM (include some used in this post) won’t resonate with C-Levels, including, unfortunately, “ba” and “social” ..

As we rethink the framework, let’s try this:

Enterprise 2.0 may ultimately transform KM .. so that what emerges will be the “Connected Organization” .. creating new chances and spaces for people to exchange ideas and redefine possibilities ..

Connections like these happen at many levels, often spontaneously and in the moment. Email is not effective for this. Encounters at the water cooler leave too much to chance.

Ultimately, we are social creatures. We have an innate desire to connect with each other, and at some level, to help each other. But such thinking doesn’t go far in our commercial spaces.  This is where we need to rethink and apply Nonaka’s “care” as a focus, a priority, a core “intention.” My take on the challenge:

Corporations, in general, have failed to recognize the tremendous generative power in fostering white space and open linkages ..

Let’s take a confident step in the direction of E2.0, taking McAfee’s lead (in my words):

Social technologies offer the potential to serve as a KM catalyst, helping people connect in intuitive ways, when the need becomes apparent .. and we need to find ways to leverage them ..

Collaboration DNA (2012) .. my first book .. is where I’ve assembled the scaffolding for these ideas over the past 3 years. It will be out on Kindle soon. I’ve acquired a deep appreciation of linkage between KM and the collaboration process, and the role that technology can play to transcend historic barriers.

Both KM and collaboration depend on the exchange of insight; both aspire to create synergy from the engagement of independent thinkers; both struggle to function across organizational silos.

Steven Johnson has had many powerful things to say about the flow of ideas of late, but I think it was Peter Senge who first pointed out that KM and collaboration are two sides of the same coin.

Let me tie all this together:

KM needs to traffic in the flow of insight, building formal and informal Knowledge Networks as foundations of the Connected Organization ..

Exchange of insights, in the end, is the catalyst that makes innovation happen. Yes, there must be a process, and KM can help us invent the new one. It needs to be embedded in operations. And ultimately, it must have time, space .. and intention .. to flourish.

We’ll be expanding on these ideas here, and elsewhere.

Many of you have helped shape and validate my thinking, each insight a catalyst for the next. Thank you for your many contributions. But we’re only just getting started ..

As always, there’s still much work ahead, and as always, I’d love your insights.

***

Notes: see Suggested Reading side bar re: Goleman (1995, 2005), Kuhn (1962), Senge (1990), Wheatley (1996), Johnson (2010); links to books by Nonaka, Stewart and McAfee are in-line above. 

How would you define organizational culture?  I’m finding it’s an increasingly important question.

To interact and function in the digital 2.0 World (Knowledge Economy, Flat World, 21st Century: choose your paradigm), it’s become critical that leaders understand the internal dynamics of the teams they are leading. How will an organization play in the new world? How will it connect? Drive value? Compete?

An org chart might show us structure and intent, but to truly grasp how decisions are being made, we need to understand the organization’s culture – a task that’s easier said than done. Ask enough people and you might get a sense of it, but its dimensions and reach can remain elusive.

Conceptually, org culture might be framed like this:

A complex, loosely-defined amalgamation of beliefs and behaviors of a group of people that yields significant influence on what actually gets done.

Peter Drucker called the topic “amorphous” (literally, without shape) because it defies the crisp definition that most in management prefer. Personally, I think it will likely fall more in the domain of leadership, aligned with Grace Hopper’s pithy: “You manage things, but you lead people.”

Regardless of how you try to frame it or categorize it, two key questions emerge. Can culture be overtly changed? Many, especially academics, say ‘no’. But can culture be influenced? That’s a topic of some very interesting debate and the subject of this series.

I’ll concede now, I’m not an expert but I’m a practitioner and a survivor. I’ve written vision statements in attempts to shape culture, and I’ve been stymied by mandates from above that were rendered impossible by the forces of culture. At one time or another, we’ve all worn cultural handcuffs.

Series Framing. In the weeks ahead, I’ll post on the many aspects of culture using this outline.

  1. Org Culture: Dimensions. (ref: Schein) 1/25/10
  2. Org Culture: 4 Structural Forces. (ref: Handy) 3/02/10
  3. Org Culture and Complexity: Useful Patterns. (ref: HSDI: Eoyang, Halladay, Nations) 3/20/10
  4. Culture Change in Government. (ref: Eggers/O’Leary and B.Noveck) 3/21/10
  5. Org Culture: Interventions. (ref: Kotter) 4/10/10
  6. It Takes a Village: Insights on Culture and Community in Local Government 9/10/10
  7. Collaborative Culture: Insights from Peter Senge 1/11/11

I’ll be linking to each follow-on post from this page as we go. I’ve touched base with colleagues in OD, KM & GOV2.0. Several are planning to post insights via comments. This will be collaboration from the outset.

Barriers to 2.0. Getting at culture has been on my mind since 1989. At the time, a few short years out of college, I recall rifling through Rosabeth Kanter’s classic Change Masters, hoping to unpack my first run-in with hierarchy, silos and cultures of control.

I asked, “Isn’t there a better way?”

Ah, the innocence of youth.

In the years since, I’ve tried to follow Kanter’s advice. Sometimes my interventions, at once brave and naive, have actually worked. But 20 years later, I’m still in chorus with my colleagues, still reciting that same old question.

The Trouble with Silos. As we’ll see in coming posts, silo thinking and cultures that favor stability work against the innovative forces of “2.0″. Innovation is being held hostage on an increasing number of fronts. Silo’s are designed for specialists, driving to standards and removing variance. That often means collaborative behaviors are counter-culture.

It’s a challenge of immense proportions. Let’s try to find some answers.

Is there a good way to attack change in organizations? To influence (and maybe even ‘fix’) the complex org cultures that drive the collective behavior of their members?

That’s the focus of this post, the 5th in my series on culture change.

John Kotter gave us perhaps the best-circulated approach for change in his HBR paper that turned into the classic: Leading Change (1996). With the caveat that there are no silver bullets I believe Kotter provides a strong, intuitive and timeless approach to grappling with change.

Unfortunately, too many have given up along the way.

Organization change and, more specifically, changing an organization’s culture, share a common scope and scale. They are, in many ways, intertwined. That means Kotter can take us in the right direction. Let me recap his 8-point outline here, providing some 21st century insight and ‘solution language’ of my own to update his framing.

  1. Urgency. Per Kotter, one of the biggest enemies is complacency. Why change? Keeping things the way they are is easier. That may be. But the path to major improvements of any kind will be held hostage with this mindset. Low standards or segmented (silo’d) accountabilities can create a false sense that eveything is okay. Change requires everyone to get beyond that comfort zone, to “step up” for something new, different, and better.
  2. Coalition. Inspiring and sponsoring change is the work of leaders, so it’s critical that they engage. That means an oversight group that includes respected leaders is key. Without it, the organization will sense management’s lack of investment and will fail to participate.
  3. Vision. The organization needs to know where it is being asked to go. Having a strong, unambiguous statement that frames the future state is the only way for the organization to focus on it. A well-written vision is motivating, inspiring the organization to come together.
  4. Communication. Many change efforts fail because they don’t reach far enough into the organization. An effective communication program makes the work of the change initiative part of the organization’s daily affairs, embedding messages in as many artifacts and venues as possible. Think ‘saturation’ and you’ll be on the right track. But it needs to be simple and actionable, to retain people’s attention.
  5. Empowerment. Employees often don’t feel they can influence the vision. If they feel disconnected and removed from the issues, they will feel ineffective and powerless, and will not to want to waste their time. The key is to establish a link between how specific employee and departmental actions can realize the vision. Barriers must be removed. And management must start letting go of their unilateral decisions, trusting larger cross-functional teams to work things out. There is less control and predictability in this mode, but empowerment creates the conditions where new ideas can spark and flourish.
  6. Momentum. Major change takes time, and there will be detractors. Kotter notes that posting interim gains drives credibility when it is most needed – on the long road toward implementation. Focus here also puts energy to fine tuning the vision, applying lessons learned along the way.
  7. Integration. I love Kotter’s quote “resistance always waits to reassert itself,” so ‘consolidating gains’ is important. If change initiatives have structures that sit outside of daily operations, we must weave the new programs, policies, people and structures back in. If change remains outside the mainstream for too long, it can seem foreign to the rest of the organization.
  8. Anchoring. The organizations culture must reflect the new changes if they are to survive long-term. Organizations tend to have long memories, and if the leadership changes or the initiative is called into question, there will be many who offer the “old way” as an alternative solution to all the change. That is why bringing the culture forward to align with the change is critical.

Kotter says “human beings are emotional creatures, and we ignore that at our peril.” I agree. I put it like this:

It is not enough to make the case in facts and figures. People have to believe in the change, own it, and live it. Ensuring organization culture incorporates the change elements is the only way to ensure long-term viability.

Again, it would be a mistake to simply follow these steps (or others like them) and expect change to result directly. As we’ve discussed at each post in this series, the many dimensions, structures, and complexities in organizations create challenges at every turn. Leaders recognize this, and adapt their approach over the life of the change effort.

At the core of it, is a commitment. They can’t ever lose faith. To lose forward momentum is to accept defeat.

We started talking in January on barriers to ’2.0′, with the idea that ‘social media’ integration and, more broadly, ‘innovation’ itself faced many cultural barriers. Leading coordinated change initiatives (vs. traditional ‘change management’) appears to be the only truly viable path forward. It is truly ‘no small task’. But that’s not to say it’s impossible. It’s simply hard work.

Call me old fashioned, but the sooner we start, the sooner we’ll be done. I say (again): let’s get going.

For the commercial web’s first decade, people communicated the old fashioned way: broadcasting their messages to anyone who would listen. It was a simple, easy extension of traditional advertising, public relations, politics and academic publishing. E-mail, also cutting edge at the time, modeled the same broadcast mentality. It was yet another easy way to lob messages to large audiences.

Prevalence of the “broadcast model” has limited people’s view of how the internet can be used to deliver messages. Many still don’t realize that the new internet (Web 2.0) offers a radically different proposition: collaborating with others via an open, multi-party exchange.

Engagement is communication at a different level

If communicating via email was passive and routine, the connections possible with engagement are active and dynamic. True engagement is more work. It requires time, energy and active listening. But the resulting flow of information brings rich rewards. Insights begin to accumulate and multiply. Ideas get validated and enhanced in several directions at once. And as the value of the idea exchange increases, personal relationships begin to form around them.

Meaningful, high-value connections like these are at the core of the Twitter chat phenomenon that’s spawned successful, ongoing communities like #smchat and #blogchat and social innovation teams like #ecosys.

And yet engagement rates among the masses remain critically low. Try to talk about social media with the average person, and you can see the resistance in their eyes, as if to say, “I know better, I’ve heard that one before, you can’t fool me.”

That makes building social teams and virtual communities much harder than it needs to be.

Why so much resistance?

I find the Web 1.0 mindset serves as a filter to the possibilities, reinforced by a culture that has grown cynical and distrusting. Unfortunately, those old habits and opinions die hard.

Thought leadership in this space goes back 50 years. Concepts like Thomas Kuhn’s “paradigm” (1962), Charles Handy’s “organizational culture” (1976), and Peter Senge’s “mental models” (1990) all build on the theme of the filters we use when we perceive the world around us. It seems we’ve advanced our understanding, but have moved too little to act on what we’ve learned.

The idea of “getting outside the box” was clearly spawned from this line of thinking. Far too many remain safely inside those boxes.

Here’s a key takeaway, unvarnished:

Mental filters (influenced by culture, formal education and our past life experiences) shape how we perceive the world around us, blinding us to new perspectives and blocking us from making deep connections with others.

Can we take this problem on, unlocking engagement in the virtual space? I say yes. Getting past our mental filters may be the first hurdle, but there are more. I’ve posted thoughts on the specifics of meaningful engagement over at Talent Culture.

There’s a world full of complex problems out there. Embracing broad, meaningful collaborative engagement on a much larger scale is critical if we hope to solve them.

Social media is getting plenty of traction, but I’m still intrigued by its untapped potential, both inside the enterprise and out in open spaces.

Stubbornly, several barriers to adoption remain.

We’ve been chipping away at these hurdles here, first exploring culture in the organization, and then engagement. Those conversations have helped to surface yet another challenge: how to build valuable relationships (call them “virtual” if you must) using social media.

Let’s tee it up this way:

What are the dynamics and limits of “relationship” in a virtual world, where connections are free, global, and easily made? Can true value be achieved? And can we navigate network overload?

We’ll start with traditional business relationships, to set the stage.

Whether inside or outside of organizations, people are constantly meeting, connecting, and communicating. Results will vary. Some will pass each other by completely. Others will move closer together in their thinking and spark a collaboration, or they might hit a snag, and move further apart. It’s all in motion.

A successful organization brings a master plan to the madness. Via work groups, partnerships and/or employment relationships, an enterprise uses structure to bind together groups of people with a shared focus. There’s still that constant flux of relationships: people connecting, communicating, and learning. But if and when coordinated, good things happen, and the organization has a chance to thrive.

The impact of social media.

Our hyper-connected world accelerates and multiply’s our ability to connect with people anywhere. Boundaries of time and place are removed. Whether tweeting or blogging, the potential to meet, share and learn from others – literally around the globe – is unbounded. But there’s a catch. As you start to engage and connections start flooding in, you are soon forced to ask: Should this person be in my network? Should I reach out to them? Or will I be wasting my time?

Up front, there’s really no way to know.

I think most people that exit social media, often in frustration, do so in face of those daunting, never ending decisions. And that’s unfortunate. The possibility of each new social media connection creates a fascinating opportunity. Each connection you make brings the chance to challenge your thinking, expand your horizons, and even to change your path.

Navigating the challenges of network building

What factors will influence the chances of an online business relationship in the 2.0 space? I think it boils down to a couple of key things:

  1. Clarity of your intent. Why are you here? Are you tapping social media and building your network for a reason? Get in touch with that. Share your intentions right up front.
  2. Common ground (context). With intent on the table, establishing common ground is a matching exercise. Search engines and hashtags and communities are all ways to get connected. Believe it or not, this part is becoming easier by the day.
  3. Investing in your network (learning to “time box”). Relationships tend to benefit from ‘going deeper’ but time is increasingly precious. This is where many connections with potential fall short. Set aside an evening, a cup of coffee, a few minutes a day for network building. Put a box around the time commitment. That “time box” can be small, medium or large. Change the time allocation as needed, but make a commitment, to yourself and your network, so they’ll know what to expect.
  4. Dare to adapt. Ultimately, you may find many connections don’t align with your objectives, but don’t be too quick to filter on that. You may find new opportunities or interests by being open minded and flexible.

Sure, building a network via social media can seem overwhelming. But as the virtual world unfolds around us, it’s time to look deeper at its potential to spark new levels of collaboration. We need to think hard about what it will take to build value into our networks.

It’s easier than ever to connect with people online in the 2.0 space.

But the ultimate value – for you and for your connections – is driven by a shared willingness to focus, to set aside a little quality time on a regular basis. Even if it’s in small chunks. A tweet here. A blog comment there. One or two twitter chats. Okay, maybe three.

Are you willing to make an investment?

In prior posts, we’ve looked at the many aspects of culture that affect large organizations, including the cultural dynamics in government that play out in large state & federal agencies.

A few days ago, a reader wrote and asked: “What about local government?”

That really started me thinking. So let’s have a look.

Similarities

Government agencies share a common service mandate, regardless of scale. That means local government exists to support its citizens, and that many aspects of the overall mission would logically be the same. Examples of this: revenue collection, protection services, health & welfare, even natural resources.

There’s also a similar political dynamic. Elected officials are voted into office to provide leadership and direction to full-time administrative branches. That can lead to a philosophical divide between the elected and the civil servants, an interesting cultural rift that is unique to governmental organizations, as I covered previously.

The net result is that local governments, like their larger state & federal counterparts, will encounter challenges of silo thinking and culture clashes, often resulting in small-scale bureaucracies.

Differences

It’s the differences that really bring home some interesting new factors. The most important of these is a sense of community. I wrote on virtual community a few months back, but the ‘brick and mortar’ community – including neighborhoods, businesses, recreation areas, and the like – makes up what is typically the strong, vibrant foundation or our day-to-day experience.

In a real way, our local communities serve as the backbone of our society.

These are critical factors for any town or region to remain healthy. Where these elements are absent, as is the case in regions with long-term economic decline, the systemic problems can be overwhelming. That means local communities and their governments are vitally important to create safe, healthy places for people to live and work.

Several things come with community that can benefit the cause of local government, with opportunities to drive a more open, participative culture

  • Citizen engagement – most want to live a good, healthy lifestyle, and want their neighborhoods safe, their schools effective, their tax dollars put to good use. This bodes well for engagement, because local citizens have an immediate stake in the affairs of local government
  • Proximity – by being nearby, it is far easier to participate in local government events and elections, including hearings, council meetings, and the like. Not so with state or federal.
  • Visible results – the effect of government can be seen locally, reinforcing value in real terms

I’ll argue that an “intellectual distance” has caused state and federal government to grow more removed from their constituents. It’s a chasm that hurts relevance to the average citizen. Small wonder the feds have long embraced a “town meeting” approach, in hopes of capturing the level of engagment that normally accrues locally.

The other major delta that impacts culture in local government derives from smaller scale, with 3 immediate impacts:

  • Less-hardened silos – the walls of over-specialization become stronger (quite literally, hardened) with time and scale. Yes, local governments will exhibit turf wars and silos among departments. But because they are typically smaller scale, it should, in theory at least, be easier to begin working across them.
  • Greater impact of individuals – with smaller jurisdictions in particular (towns, small cities) it is possible for strong leaders to drive signifcant changes; this is more difficult with large-scale entrenched bureaucracy.
  • Low critical mass (smaller talent pool). Being ‘smaller’ means there is generally less expertise available locally; smaller jurisdictions may need to lean more on outside help.

What does this mean? For starters: state and federal governments should ‘think small’.

But it also means this:

Local government should be aggressive on capitalizing on the advantages that community and smaller scale afford. They enjoy unique levels of access to their constituents. Moreover, they are closer to organizational models that favor collaboration .. provided they can abandon the silos that are inherited via the notion of government as ‘bureaucracy’.

A strong message from our culture research still applies here: there are no silver bullets. Achieving change of any scale is hard, and culture is as strong a factor in local government as with the larger jurisdictions. Government must be willing to interact directly with their citizens, not hide behind the silo’d walls of bureaucracy. Being both small and local can encourage engagement, a fundamental enabler of social change.

Is it time for the resurgence of the local community? Maybe it takes a village, after all.

On the road to unlocking collaboration, our culture series has taken us through a review of Schein’s many layers, Handy’s four structural models, and Kotter’s eight steps for change – lots of ways to slice and dice the cultural barriers.

To me, it was important progress and worth the deep dive, tapping dozens upon dozens of insightful comments, for which I remain grateful.

Looking back, I’m increasingly convinced:

Cultures can, over time, be intentionally shaped and directed by visionary and resilient leaders. But the complexity of organizations, markets and other social ecosystems invariably worsens with scale, raising the bar for mitigation ever higher.

We need some breakthrough thinking. How can we foster collaboration and cultures that encourage it?

Where do we turn now?

Peter Senge, in his 1990 watershed work The Fifth Discipline (latest ed. 2006), laid an important foundation for Learning Organizations that still resonates today. As we look to frame the core dynamics of effective collaboration and the many challenges of the necessary culture change, I think we need to go back to the source.

While Senge advocated 5 critical disciplines for the modern organization, I struck gold on several foundational takeaways, each resonating with my views on collaborative innovation. Not all of them qualify as ‘disciplines’ as he defined them, but they all seem to have strong relevance to the challenges at hand.

Let’s look at them:

  1. the power of dialog to weave new insights on broader, divergent ways, in his words “open to the flow of a larger intelligence” and “taking us in directions we could never have imagined.” (is it just me, or does that sound a lot like Twitter?)
  2. exposing the vital role of context as the critical lens through which our ideas relate to the world, to each other, and to potential innovations
  3. understanding our social ecosystems, with a nod to “systems thinking”, exposing relationships across parts of the whole; this was an important stake in the ground for interdisciplinary thinking, concepts at the core of the collaborative model and Senge’s view of organizational learning
  4. recognizing that cultures can and must promote learning through deeper inquiry, encouraging us to challenge the rigor of our thinking; ‘critical thinking’ has lost focus in the commercial space and across western society, creating a fundamental problem in education priorities (but that’s another stream!).
  5. harnessing heuristics and paradigms to capture the mental power of abstraction, which he called “mental models;” these help us frame ideas, solutions, and (eco)system relationships in visual, more intuitive terms
  6. importance of the study of nature’s patterns, many holding secrets to how our world and our problems relate, with key messages for ecosystem sustainability and a means to understand complexity around us.

Senge looked to future organizations to master these challenges, becoming increasingly skilled at complex problem solving, and increasingly motivated to take on harder problems, adapting to handle more complex environments and challenges. Successful organizations, he hoped, would demonstrate resilience, and an expanding, repeatable capacity for learning.

Like many visionaries, Senge challenged future leaders to pick up the cause and drive these conceptual ideas into practice. Where are those leaders when we need them?

Some of them may be staring back at us in the mirror.

As we depart from Senge (with much to mull over!) let me direct your attention to the work of Marcia Conner, who has produced a series of books that lay out much of the work ahead in crafting a viable, sustainable learning organization.

Perhaps you’ve connected with her at #lrnchat, on Twitter?

Read up, and listen in.

Ultimately, we must promote cultures that value both learning and collaboration. That’s where innovation and great ideas come from.

We’re at a crossroads, of sorts, and here’s why:

Talking around notions of collaborative cultures is easy, in the same way people banter about collaborative innovation. Small wonder there’s such a buzz about it. But fostering cultures that spawn collaborative behaviors is hard work. I wonder: do we have the resolve to take it on?

Ahead: I’ll provide more specifics on the mechanics of effective collaboration. The journey continues, and we’re picking up the pace.

Here’s some additional dialog just posted on Quora, based on this thread.

As always, I’d love to know your thoughts.

Some have spent years studying Kant and his Categorical Framework for knowledge, first published in 1781.  I am absolutely fascinated by the implications of Kant’s maddeningly simple chart.

Can it be a framework for all knowledge?

Can we somehow bring this structure into our modern, 21st century understanding of how we think about knowledge itself?  I think we can.

Kant argued that his 12 “intuitions of the pure understanding” existed a priori, ie., prior to any observable experience, and as such, were fundamental precursors to any knowledge framework.

What appears below emerged from research I’ve been doing on the history of philosophy and science, summarized on a prior post on Divergence.  In that earlier graphic, it’s no coincidence that Aristotle is at the top and Kant is in the center, flanked by left-brain dominated science, and right-brain dominated philosophy, modern distinctions that weren’t evident back then.

(c) 2012 Chris Jones @sourcepov

I’ve attempted to accurately capture commonly used key words for each element of Kant’s Framework. Below each of these, in blue, I’ve provided some more modern phraseology.  And I’ve indexed Kant’s 4 Categories (columns A-D) and 3 Dimensions (rows 1-3) for discussion.  Click on the chart to view it larger.

New thinking? That appears in the far right column, also in blue.

Think of each phrase as a semantic symbol for each of 12 categorical dimensions that Kant offered us in his 1781 “4×3” framework.  Keep in mind, translation from German can introduce some ambiguity.  So can the mountain of doctoral dissertations on this topic in the intervening 230 years.  [Note: as I'm likely trodding on well-worn ground of others, please alert me to appropriate authoritative attributions that are due; I will add citations.]

Wittgenstein has been an important voice in my thinking.  In rationalization of knowledge frameworks or, really, anything as abstract as knowledge itself, the semantics are extremely important - especially with Kant.  Two other frameworks I wanted to throw in the mix here:  (a.) Aristotle’s 4 Causes, and (b.) the structure of western language itself, using English (my mother tongue) as a basis.

(c) 2012 Chris Jones @sourcepov

With that as an input, let’s tap Wittgenstein-thinking re: language in hopes we might identify some semantic connections lurking in Kant’ framework.  Let’s convert the conceptual symbols in the framework into sentences, to see what happens.

Walking the 4 columns.  First, we’ll test Kant’s framework as viewed through our updated, 21st century semantics to examine Kant’s 4 Categories (the columns) more deeply.  As we do, focus on my verbs (bold) that I’m using to evaluate each row in that column (underlined).  This allows us to see what’s happening analytically at each level of intuitive comprehension.

This forms the outline of a new analytical model based on Kant’s framework.

  • COL A. CREATE A CONCEPTUAL FRAME.  “I comprehend one archetype, I observe many examples in reality, but I can only imagine the complexity inherent in totality of the real world”
  • COL B. ESTABLISHING EPISTEMOLOGICAL CONTEXT.  “I recognize one state of actual reality, I hypothesize an ability to disprove events in such a reality, but I can infer that a true reality is constrained by a hybrid mix of limitations and constraints”
  • COL C. EXPLORE CHOICES. “I understand that there is an atomic, self contained archetypical concept, I may be able to prove the causal relationship of objects (the instantiations of concepts), but I can only attempt to interpolate the complex interdependency that exists among them in the real world”
  • COL D. SYNTHESIS (REAL-WORLD, COMPLEXITY). “I realize conceptually that something is possible, I conclude that empirical testing may prove it to be true, but I learn that true interactive dynamic is to be highly contingent on context, initial conditions, and other real-world factors”

The first verb in each sentence has a Philosophical heritage, the second is Scientific, and the third is new, deriving from real-world complexity.  From this construct, I saw a pattern.  Here are the verbs in table form, mapped onto Kant’s Framework, with conclusions at right and at bottom, so this is more clear.  I switched rows and columns around (3×4, instead of 4×3) to force a different perspective.  I am learning that such changes in point of view are essential to fully realize critical thinking.

(c) 2012 Chris Jones @sourcepov

Walking the 3 rows.  For one last test, we’ll check for coherence of the model, essentially applying the representative triggers for each node of Kant’s framework.  Again, the operative notion from Kant’s model is underlined in each case, using symbols derived from the first table above, read left to right.

  1. One reality is possible” (philosophic context – the archetype, ideal case)
  2. Many experiments will validate a truth” (scientific context – the dynamic, empirical case)
  3. All constrained interdependencies result in contingent adaptations” (real world context – the complexity case)

There’s a certain logic emerging here.  For me, viewed in this light, Kant’s framing hangs together a bit better now, with a little help from Aristotle (on intention) and Wittgenstein (on semantics).  The traditional 4 category names – “quantity”, “quality”, “relation” and “modality”, as translated from the German – didn’t resonate with me when I first came across them.

I see Kan’t early ideas on complexity in the bottom row of his model, the ultimate dimension in which the effect of the real-world takes hold;  science runs through the middle; philosophy is at the top.  Context?  It is shifting throughout, as we move through various modes of abstraction.

That’s the magic of how we think.

[Note: Another framework that I believe is relevant for further study is Bloom’s 1956 Taxonomy for Learning, updated by Anderson, et al, in 2001.  The table dimensions have interesting similarities, but that’s a comparison for another day.]

I’m hopeful this is a foundation for the epistemic convergence that I was mulling in my prior “divergence” post.  Have we unpacked Kant after all?  Is all knowledge represented?  We certainly gave it the good old college try.

Challenge me.  What do you think?

New Years Day, 2012.  What better time for a checkpoint?

My research has begun to converge.  I’ve posted a recap of key themes at about.me but for now, I’ll follow custom (very retro, I know!) to recap my 2012 resolutions:

  • R1. Intentionality in all things is the new reality of our busy lifestyles, and a grounding principle for heavy multi-taskers who still care about following-through and doing quality work;
  • R2. Examine culture in the context of values & ethics to advance our work from 2010 in the culture series; frankly, we’re way past time for critical thinking in our value systems, especially where there are deep, systemic challenges like the K12, E20 and GOV ecosystems;
  • R3. Publish my book which is a deep dive in the collaboration space; stretch goal: March.

Pretty excited about the last item, as you might imagine.

And what of that last “Divergence” post?  I’ve been reflecting on the implications of that stream, and the many ideas that emerged from my last post on knowledge frameworks.  I’m very excited that it spawned so many comments – on here, Twitter, G+ and several other blogs.  The next post in the critical thinking stream will be an aggregation of key Divergence takeaways.  My recent Kant post (with subsequent discussion on G+) is attracting great inputs too; to me, to me, it’s so darned interesting :)

Upcoming posts show up in the side-bar at right, serving as an editorial calendar.  Specific dates will need to float, but at least there’s a sequence.  I’m always interested in your feedback on where we should focus next.

Expect more major innovations at ECOSYS, with a new blog now online.

A method to the madness?  I’m working on it!

Can’t thank you guys enough for your time, insight and ongoing engagement.  I think it was Jefferson, writing on the power of expanding knowledge and education, who used the metaphor of the candle (then called a ‘taper’) with the unique ability to spawn a new flame without diminishing the old.

That is happening each and every day in social spaces. Exciting stuff.

Stay tuned for more here, and I’ll see you online.

Knowledge is a gift best appreciated when we don’t try to think about it. As a topic of focus, it frequently defies words. It grows more elusive as we attempt to draw closer to its source.

And, though we make complex decisions every day, we routinely fail to grasp what it means to truly understand something. For many reasons (outlined elsewhere in this thread) we fail to engage what’s presented in a discerning way.

My research on critical thinking is making one fact crystal clear: it’s high time we raised the bar on how well, and how deeply, we dare to think.

So let’s unpack the concept of epistemology. To most, it’s hopelessly obscure, a word dying to stay hidden in text books. Yet it’s a vital to understanding a foundational divide in Western thinking. I define it like this:

An epistemology is a holistic framework for knowledge, giving us a set of consistent, simple rules for how we should describe that knowledge and apply it in practice.

Looking back over the centuries, 8 famous epistemologies dating to Aristotle, Bacon and DesCartes mark clear fault lines between science and philosophy. It is a separation between those who think in terms of empirical ’cause and effect’ vs. those who tend to think more intuitively, in ‘patterns’.

Evolution of Knowledge Frameworks (c) 2011 Chris Jones

Both modes of thinking have, in the long run, proven fertile. The problem that developed was an all-or-none orientation. The rift was widest during the 19th century, as Hegel and Mill battled for mind share. In the wake of this, sadly, a long standing respect among academic schools of thought was all but gone. And the lingering cultural effects continue to impede progress across many domains, ranging from business to government to public education.

In the 21st century, we can only look back at the damage that’s been done, and ask “why”?

Thankfully, neuroscience is proving a potent field of discovery, and it’s helping us better unpack how the human brain works, yielding important insight on the psychology of thinkers. Back in the 1970′s, in the earliest stages of discovery, we thought we could isolate reason to one region, or imagination to another. But our first steps were tentative, and sometimes wrong. More recently, a more coherent picture is beginning to take shape. Here’s what’s being concluded now:

  • Our left brain is our associative center, the home of “cause and effect” thinking, the place where we focus and categorize and label every detail. It is where we refine what we already know. Think science. Think public education.
  • Our right brain is the hub of our pattern matching capability, where we seek new information that arrives in diverse or unfamiliar forms; it’s where we scan the environment, search for clues, and try to relate ourselves to the world around us. Think philosophy. Think ethics. Think culture.

It would appear that key thinkers of our time, and whole schools of thought that emerged under their guidance, have a strong bias in their cognitive models.

Perhaps it’s not surprising then that the pursuit of knowledge over the last 2,500 years has been split into two camps: the left brain camp of empirical science, and the right brain camp of the intuitive philosopher. Thanks to the industrial revolution, science has generally won most of the debates. Philosophy has not fared well, losing anything resembling critical mass.

But all that can change, and I do think there’s hope.

Ultimately, it’s a question of restoring balance. Where science struggles for context and where philosophy struggles for anchoring, the two worlds share a common ground that, ironically, has always been there. Often shrouded in it’s own complexity, I present to you:

The real world.

Rather than argue the point, I’ve shown the two divergent branches of knowledge in the graphic, above. I’ve identified 4 leading thinkers and their knowledge frameworks aka epistemologies in each branch. As we near the present day, you’ll notice fewer discrete frameworks, and a dearth of contributions from the philosophical ranks. But there’s also a convergence of sorts. The real world lies in the middle, balanced, as it were, between two cognitive extremes that, by themselves, cannot describe our reality in a holistic way.

We need both halves of our brains to function. To reason. To imagine. To understand.

As I was finalizing the graphic that helped me bring this post to words, I came across an intensely fascinating, and highly relevant TED talk by Iain McGilchrist. Thanks to Jennifer Sertl for teeing it up on G+.

I’m seeing a harmony of thinking made possible when a greater share of our left-brain and right-brain mental resources are tapped. There is much negative thinking to undo; we must move outside some exceedingly strong professional paradigms. But as we do, I see us replacing conflict and stalemate with a genuine hope for new possibilities. I openly wonder what might happen when we embrace empirical facts and rational insights in their full, raw, hopelessly unrealized potential. Stephen Johnson says great ideas come from other great ideas. So it’s time .. high time .. we get scientists and philosophers talking again. There will be a richness in the diversity of their epistemologies that will foster the new ideas we need.

The topics?

  • New epistemological frameworks for complexity.
  • New common ground for a world that is hopelessly in need of it.
  • A fundamental rethinking of how we frame public education.

For the scientists needing proof? Look no further than the K12 Ecosys.

Pencils down, folks. Let the deep conversations begin again.

Our critical thinking series continues in the language space, focusing now on perhaps the most powerful tool of all: the metaphor.

Like the words and grammar of language itself, metaphor is a crucial, foundational aspect of effective communication, and it’s one we tend to take for granted.

Metaphor is a way to create common ground. It pulls from what is ultimately shared or sharable human experience. And it serves us well not only as a literary device, but also as a versatile, robust element of our cognitive thought processes. We use metaphorical frames when we think, when we speak, and importantly, when we collaborate. And because of their versatile reach to bridge our thinking across diverse subject areas, they may well emerge as a new approach for grappling with problem complexity.

To explore these possibilities, let’s start with a working definition:

Metaphor is a mental/linguistic technique that helps us understand a complex concept by relating it to our more concrete, observable experiences; by comparing two discrete ideas, we expose similarities and can infer logical relationships.

While we employ metaphors frequently in everyday speech, the mechanics of the technique often remain a mystery. Metaphors have the power to clarify and enlighten, but we seldom use them intentionally to make a point, or work to find ways to leverage their full potential.

In “The Metaphors We Live By” (1980), George Lakoff and Mark Johnson lay down a rigorous argument for why metaphors matter, laced with interesting and compelling examples. They build on Wittgenstein’s concern (from a half a century earlier) that academics, philosophers and scientists have tended to talk past one another, speaking from their own paradigms and being generally unwilling to recognize – let alone embrace – frameworks in use among other camps.

Some examples are in order.

First, let’s introduce several commonly used cultural metaphors that are core to our Western way of thinking. I’ll state the metaphor then I’ll provide some related ideas that might flow from it:

“Time is Money” – how do you spend your time? – I’ve invested lots of energy on that project – I can’t waste any more time on that
“Organizational Politics is War” – he defended the point – her criticisms were on target – his ideas were shot down – let’s develop a plan of attack
“Public Education is a Factory” – is the system working? do we need common curriculum standards to ensure compliance and quality? – are we forcing students to fail when they don’t match a specification or comply with schedule, as if they were defective parts?

Clearly, our history flows deeply through our culture and our language.

Sometimes using more than one metaphor to analyze the same abstract concept is useful. Per Lakoff, when held up side by side, the various metaphorical comparisons may not be consistent because they describe different aspects, but to be effective, metaphors should be coherent, that is, without spawning conflicting views.

Consider these examples:

“Problems are Puzzles” – we need to take it apart – how do the pieces fit?
“Problems are Journeys” – we’re on the wrong path – we’ll add more elements along the way – do you think we will discover a solution? – that idea could drive us in an entirely new direction
“Problems are Containers” – that idea is out of scope – we need to pull in more expertise – your concern is at the core of a very strong argument
“Problems are Buildings” – that issue is foundational – we need to build some case studies for this – we need to architect a different approach – that point could help us unlock further dialog

These metaphors are both consistent and coherent. We can use virtually all of the descriptive phrases interchangeably. Each helps to address specific perspectives of what a problem is and how web might attack it, with generally intuitive results. As we do this, listeners will tend to subconsciously resonate (sometimes emotionally) with one aspect or another.

Here we expose a cultural challenge. Though metaphor is present in everyday speech, the injection of subjectivity and emotional response into problem solving has historically sparked concerns for scientists, academics, whole schools of philosophers, and many in the business world. Why? Because we live in a Western culture that prides itself on its highly rational objectivity. A presumption of factual certainty has overtaken our thinking, and made metaphor an enemy of precision.

Case in point? Let’s circle back:

“Public Education is a Factory” has become an increasingly popular metaphor (employed by both Clay Christensen and Sir Kenneth Robinson) that sparks widely different responses from educators, academics and parents. Many practitioners, for example, will have an immediate negative reaction. Arguably, from a professional vantage, this clearly can’t be true; it is in conflict with a deeply held vision of education. But if approached with an open mind, metaphors like this one can start a useful dialog. In what ways are schools like factories? What are the implications? What can be done to about it? Deeper, more highly invested conversations tend to energize a serious, intentional discovery exercise. Metaphor can literally get people to think outside their silo’d mental models. When we encourage subjectivity in thinking, we can open minds (our own, and those of others) to new ideas. When collaborating, we provide stakeholders multiple ways to relate, sparking deeper engagement. By tapping personal experiences, a broader portfolio of relevant ideas can emerge.

Doesn’t this help us with critical thinking in general? I say yes.

Though many see critical thought as a reductive exercise (harkening back to the world of objective science), I think we need to train our minds for expansive thought as well. Effective use of metaphor exposes diverse aspects of our ideas. Besides shedding light on how we think, we understand better how we relate to each other. Do we agree? Do we disagree? Why? And all the while, we’re developing an ever richer solution language, steeped in metaphorical insight.

Again, intentional collaboration ultimately seeks to establish and expand upon our common ground.

Metaphor can help us get there.

Lakoff says a metaphor works if it advances our understanding. I’m seeing some compelling possibilities. Are you?

Language, like the culture it derives from, plays a subtle but powerful role in how we interact with others. Yet we are so completely immersed in it, we scarcely give it a second thought.

Early in the 20th century, Ludwig Wittgenstein brought focus to the critical importance of language in the context of knowledge, philosophy, and science. One of the more powerful and accessible claims he framed was this one:

“The limits of my language mean the limits of my world.” Wittgenstein, Tractatus, 5.6 (1921).

It may seem overstated at first glance, but let’s unpack it.

If we reflect on how we think about, evaluate, and come to understand virtually anything, we realize that the running voice of our conscious thought sets practical boundaries. We can contemplate problems and solutions in our mind only to the extent we have words to describe them. Our vocabulary either limits or unlocks our ability to describe what we see. Our command of grammar and ability to construct descriptions of abstract concepts works the same way.

Our command of semantics is a central to critical thinking.

Language literally bounds our possibilities.

Wittgenstein thus underscores a compelling argument for mastery of the original liberal arts of grammar, rhetoric, and logic – skills that we might better grasp today in the modern context of reading and writing – but his message is clear: the tools of language are essential to the thinking person.

Now let’s apply those ideas in the social and collective contexts.

What happens in a team setting?

Carefully articulating a new idea for ourselves is only half the battle. As collaborators we face the more difficult but critically essential task of explaining this idea to others. What words do we use? What language will our audience understand? And if we’ve followed good practice by ensuring a diverse group of collaborative stakeholders, the bar has been raised even further: what subset of our shared language will be most effective to ensure common understanding across a diverse team?

From my experience, the most common failure in team settings is mis-communication of ideas, most readily observed when group members freely, often unwittingly, talk past each other. In a fervent effort to make a point, we default to arguments grounded in our semantics of origin. So what happens? IT folks will talk technology. Accounting will talk about margins. Sales will talk about customer problems. Educators will talk about pedagogy. Academics will talk about epistemologies. With heightened energy, the vocabulary grows increasingly parochial and inaccessible, and the steeper the organization’s silo walls, the more entrenched the participants tend to be, and the more difficult language barriers are to cross.

No wonder finding common ground can seem like a pipe dream.

So intentional collaboration places clear demands on semantic foundations. Defining key terms often helps. Project glossaries can go a long way.

Another strong approach (referenced previously in this blog, and elsewhere) is that of a solution language. The idea is to create common ground on the output side. We can define terms for the proposed solution set(s) that are literally grounded in a new language that is embraced by all. It is an extraction from the contributors’ source languages, an amalgamation of pieces and parts to create a viable whole. As the solution language is built, common ground is established in the process. In so doing, collaborators become more aware of their context of origin, better described as their comfort zone. With time and energy, many will see how cultural and linguistic boundaries can impact their collaborative engagement.

Peter Senge in the 5th Discipline, observes:

In dialog, people become observers of their own thinking.

then cites the work of the late physicist David Bohm, who researched collective learning among scientists. Bohm believed that we, as individuals engaged in collaborative dialog, can:

“… begin to correct incoherence in our own thinking. A kind of sensitivity develops that goes beyond what is familiar … (exposing) subtle meanings that lie at the root of real intelligence.”

Senge and Bohm share a deep sense for the requirements for team-based learning. Senge himself devotes many pages to language, and the evolutionary steps through which individuals must navigate to achieve value from a shared, collective learning model. Often, it means suspending bias inherent from professional education and what is often years working within a given specialty.

Thomas Kuhn’s thinking on the challenges and demands of paradigm shifts peers from these lines.

Wittgenstein’s foundational messages ring true throughout.

It’s easy to imagine ourselves standing before the locked door of critical thinking. We hold the keys in our hands, but remain dumbfounded about how to use them. When we attempt to collaborate, we stand before the same door with others, but we’re still at a loss; perhaps it’s even worse, arguing the course of action.

Language, like culture, is a profoundly rich, integral aspect of our social existence. I’ll summarize it like this:

Language is the master key to unlocking effective collaboration, opening the door to possibilities of what we can accomplish via intentional, purposeful dialog with others.

We can cast all this aside, broadcasting our views to the world at will. We can choose empty words with casual intent to impress, or use caustic words that serve only to bully, blame and obscure.

People do it every day.

The price? It’s a fundamental failure to be understood, preempting an exchange of ideas that could have emerged into something more. That spells disaster for progress in any language.

As historians are quick to point out, the parallels between modern times and the classical world – including not only Greece, but also Rome – are plentiful. No new thinking here. In profound ways, our modern society, laws, forms of government and language are embedded in the classic traditions.

But there’s more to the story than that.

The history of philosophy, more broadly framed as the history ideas, tells a compelling story about a journey to new levels of understanding – a tale that traces evolution of ‘critical thinking’ itself.

At its core, philosophy is about learning how we ‘know’ what we know, and learning what we can do with the knowledge that can be gained.

Critical thinking and philosophy seem to share a common heritage, as shown in this table:

There is scant space here to do justice to such a rich history, but to advance the topic as part of my critical thinking series we need to at least expose the biggest pillars. In the paragraphs below, I focus on philosophers who have provided significant contributions to what has evolved as the modern notion of critical thinking.

  1. Pythagoras. A pioneer in math, Pythagoras advanced geometry with his famous theorem on triangles. In so doing, he brought the concept of ‘abstraction’ into the mainstream. He effectively demonstrated that what we observe is one thing, while what we comprehend mentally is quite another.
  2. Socrates. Famous for asking deeper and deeper questions to get to the core of an issue, Socrates was a relentless advocate of critical thinking. He is said to have used Pythagorean triangles drawn in the sand to challenge skeptics on their limited view of the ‘knowable’.
  3. Plato. While famous as both student and scribe of Socrates and an early political scientist, Plato was important in this discussion for driving concepts of perfected universals – truth, as one example – derived from accepted perfections in abstract mathematics. When we think about ideal solutions and archetypes, we owe a debt to Plato for asserting their importance, laying ground work for the modern framing of ‘paradigm’ (Kuhn) and ‘mental model’ (Senge).
  4. Aristotle. A critical inflection point in Western philosophic thought, Aristotle used his deep appreciation for observable science – biology in particular – to bring a rational, logical rigor to the abstract ideas of his time. He laid key foundational ideas of ‘causality’, and described abstract universals as characteristics that describe what we see in reality, reversing ideas of his predecessor, Plato. He was also the first rigorous ‘ontologist’ – developing categorization structures (including the classic genus-species taxonomy for plants and animals) that help us classify the world around us.
  5. Bacon. While not the first in a long empirical tradition, Francis Bacon is typically held up as the earliest catalyst of rigorous thought that established experimental science as a discipline. He provided the building blocks of what would later become known as the scientific method. With this structured approach, man gained the ability to discover and prove the causes of things.
  6. Hume. Among his many contributions, Hume helped advance the idea of ‘mediation’ in our perceptions, arguing that our logic and conclusions are often filtered, whether by our senses or by our prior patterns of behavior, describing how the mind makes assumptions around causation based on our experiences (note: watch for future discussion of ‘mental heuristics’).
  7. Kant. Perhaps the most influential critical thinker of the last 400 years and a rich source of insights, Immanuel Kant brought many of Aristotle’s early notions forward into the modern world. He advanced the categorization of knowledge, with ideas that hinted at ‘context’ based on the notion of “a priori” (pre-existing) factors such as the special external functions of space and time. He also introduced a rational approach to our behavior, bringing logical underpinning to the discussion of ethics.
  8. Wittgenstein. Famous for bringing the nuances of language into the discussion of ideas, Wittgenstein argued that both culture and semantic bias carry a fundamental influence in any kind of meaningful exchange. He argued that semantic rigor is essential to philosophical endeavors, serving as a cornerstone of what we now call critical thinking.

At the risk of leaving holes in our story, I’ve left out some key names – deep thinkers like Descartes, Hegel, Locke, Hobbes, Reid, Mill, and a raft of others – and I’ll take responsibility for the exclusions. This was in part due to space, but also due to the focus of my research on the dynamics and demands of modern collaboration.

If you can help me fill any gaps in the progression, share your thoughts and I’ll provide updates. There’s also a quick survey in the toolbar that would help build a broader consensus on those most influential.

With a foundation in place, where can we go from here?

Unlike any time in history, people and their ideas are getting connected at an accelerated rate. That changes the rules of what’s possible. Critical thinkers who collaborate are likely to drive a potent set of outcomes.

The ability to realize the new dynamics of knowledge sharing may be the next significant challenge our society faces, but also, I believe, it is our greatest promise. Building a sustainable future requires that we relearn what it means to learn, and to advance our ability to learn from each other – globally, deeply, and ever more quickly.

There’s still much work ahead, as this series continues to rediscover what scholars have known all along: the importance of critical thinking.

Let me know your thoughts.

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