Ethnography in A Virtual World: # 2013 Taylor & Francis
Ethnography in A Virtual World: # 2013 Taylor & Francis
Ethnography in A Virtual World: # 2013 Taylor & Francis
Introduction
This article is a theoretical review of the literature of virtual, cyber and digital
ethnography. We are specifically interested in how this larger discourse has been taken
up by, and included within, educational ethnography. The first part of the paper
frames the development of the Internet, its relationship to the larger political
economy, the discourse on online communities, and online learning within this macrostructural context. Much of this work occurred in the 1980s and 1990s. The Internet
was seen as a separate space and a potentially both utopian and dystopian space.
The second part of the paper moves to a more cultural approach specifically
situating the above discussion of the Internet, ICTs, virtual community and virtual
ethnography within the crisis of representation in ethnography. As much of the
global landscape changed, all ethnographers had to rethink their understanding of
place and group and how they might understand the places and communities that
they were part of.
Anthropological ethnography has always taken a very deconstructionist approach
to its mission. One could say that deconstruction is the main method for
anthropological ethnographers. Gupta and Ferguson (1997) in their contribution
to this tradition pointed out in Anthropological Locations that anthropology had
thoroughly deconstructed concepts of culture and ethnography but had failed to
do so with the notions of the field and fieldwork. In this volume, they then set the
*Corresponding author. Email: shumarw@drexel.edu
# 2013 Taylor & Francis
257
While we can debate Posters conception of the self and his periodising of the
information economy, there are many useful ideas here that echo ideas, which other
social theorists have been discussing about in the same period. Manuel Castells work
on the network society also dates back to the 1990s, although his trilogy on The
Information Society has been revised several times. For Castells, at the core of the
changes in the global political economy is the development of a networked society
made possible by the revolution in information technology. This idea is itself
developed by a number of theorists. As the post-war regime of accumulation,
referred to by Harvey (1990) as Fordist/Keynesianism, broke down, there was a
scramble to move past the economic stagnation that began in the late 1960s and
continued through the 1970s (see note 1). As Harvey pointed out, the development of
new informational technologies allowed corporations to restructure production,
leading to what he called flexible accumulation.
Harveys flexible accumulation led to the fragmentation and decentreing of the
workforce, which was the beginning stages of the process of globalisation. Originally
the flexing and outsourcing of productive work was a set of informal strategies
pursued by organisations in search of a way to maintain profit margins. But these
processes became more formalised as they increased in number and as technological
innovation made global visions possible. The world moved to a period, where the
most creative visions of putting together systems of production, distribution and
consumption won out. For Harvey, capital accumulation always occurs within a
spatialised context, where the regime of accumulation works out an imagination of
how the productive, distributive and consumer forces are to be organised and
articulated (Lefebvre 1991). These orderings always include symbolic as well as
physical elements and are always contradictory, because capitalism is inherently
contradictory.1 The movement from flexible accumulation to globalisation brought
with it huge transformations in the ways that all sorts of things necessary for
accumulation were organised, and led to a global system of flows (Sassen 1998) that
Appadurai very importantly defined as a system of disjuncture and difference
(Appadurai 1990).
Elsewhere, the First Author has discussed the impact of some of these changes on
higher education (Shumar 2004). As production began to globalise, it coincided with
a tendency for the cultural economy to heat up. Cultural products in the digital age
are infinitely reproducible and can be modified and transformed into many different
variations. Further, the circulation of these digital goods is cheaper and easier than
so many other durable products. While education has not traditionally been seen as a
commodity, it too has become a cultural product that is packaged and sold in the
marketplace. This is currently one of the main pressures on online educational
efforts. On the one hand, new technologies create new opportunities for interaction
and new ways for teaching, mentoring and learning to occur. On the other hand
there is a pressure to reify these online interactions and sell them as products in the
educational cultural economy.
In a related way a number of scholars have talked about the impact of
globalisation on education (Burbules and Torres 2000; Lipman 2003; Spring 2009).
Lipman (2003) specifically talks about the impact of the global economy on the
spatial rearrangements in Chicago and the transformation of the south side of
Chicago by the global cultural economy. These transformations have both moved to
dislocate residents from communities as there are newly gentrifying areas and they
259
scholarly literature of the 1980s part of the pessimism was about the loss of the place
where the public could meet and discuss issues, the decline of the democratic public
sphere. However, these new online communities raised the hope that the Internet
might be the place, where the public meets again and is able to discuss issues (Ess
2001; Papacharissi 2002; Bohman 2004). Hardt and Negri take these issues even
further and point out that in the global productive system of informational
capitalism the exchange of information and control of meanings will be of greater
and greater political importance (Hardt and Negri 2000). In this new form of
Empire the virtual collaboration of the multitude is the hope for political
emancipation.2
The fear of the collapse of social life in the physical world coupled with the hope
of a rise of a new social life in the virtual world helped lead to a tendency for the
discourse to draw a pretty sharp binary between online and offline. There were
physical communities and virtual communities. In the popular and scholarly
literature there was a flurry of interest in virtual communities and virtual
ethnography. At that moment, virtual communities were mostly seen as separate
from physical communities and much scholarly and popular literature set up a binary
between virtual and physical communities (Rheingold 1993; Turkle 1995; Donath
1999; Jones 1999; Hine 2000).
Certainly the technology at the time supported this hard separation of the
physical and the virtual. People were able to access the Internet with desktop
computers and their portal into cyberspace was fairly fixed. William Gibsons
metaphor of the meat remaining in the physical world while the consciousness was
drawn into cyberspace felt like a correct description of the separation of the physical
and virtual worlds. And while laptops were becoming very popular in the 1990s
mobile communication was very limited. It was not easy to find a hot spot and
connect to the Internet away from ones home and office. And much of this time
people outside of large organisations were using dial-up modems to connect to the
Internet. Certainly, a hybrid reality was possible at this time. Many teachers working
on projects virtually at the Math Forum would meet up at the Math Forum office or
at conferences face-to-face in order to combine online work with face to face work.
Many companies combined such virtual and physical work too; however, this did not
yet feel like the hybrid social world. With the development of quick connection to the
Internet 3G and 4G cellular technology, as well as a variety of broadband access
options, the binary physical/virtual is an idea that will shift in the twenty-first
century. But in the 1990s the binary was often a way for people to compartmentalise
what was happening and a way to position their lives within this significant shift.
In education there was similar concern and excitement about online communities.
Probably the most famous dystopic vision was David Nobles (2002) Digital Diploma
Mills. Originally published online, Nobles book imagines a complete commodified
university, where instruction is delivered as a product through a machine and
professors are reduced to producers of canned curriculum, grading and other
administrative tasks. While concerns over this vision have died down since the late
1990s, the have recently come back, with several elite institutions in the United States
making headlines by offering free online courses (Lewin 2012). This movement in the
context of the economic collapse after 2008 has left many wondering if families will
still pay for university educations and what other less elite universities will be left
doing.
261
place themselves had been built upon fictions that from the beginning of the
twentieth century were increasingly under symbolic pressure. Ideas about pristine
locales and an ethnographic present that represented a native world that changed
slowly were always false, but with imperialism and the wars of colonialism it became
harder and harder to justify these fictions.
This leads to the second crisis, which was a crisis of interpretation that had at
least two parts. The first part went all the way back to the 1950s, when Ph.D.
students going into the field began to see themselves as agents of normalisation
under colonialism, and questioned the anthropological project as the interpretations
of a dominant group laid upon a subordinate group. Later in the 1970s and 1980s,
led by feminists, ethnographers questioned whether there could be one culture with
one truth to be told by an ethnographer. As the world became smaller, it became
harder for ethnographers to sustain the view that they had correctly captured the
truth about a culture and that there could even be one truth about that culture.
And still even further, is there one culture or is it really several cultural fragments
caught up in a global sweep? Is it not more the case that within every culture there
are different interest groups with different stories to tell and that each of these stories
might be in conflict with others (Clifford and Marcus 1986; Marcus and Fischer
1986; Clifford 1988).
There were several ways that anthropologists struggled with these crises.
Regarding the changing conditions in the world and the interconnectedness of
places, one of the most popular and most developed responses was George Marcus
multi-sited ethnography. Hine uses Castells notion of information flows and
Marcus ideas about multisited ethnography to talk about the spatial dislocation of
ethnography and the struggle to cope with flow and a space of flows (Marcus 1995;
Hine 2000). Marcus (Marcus 1986), who at that point was coming out of a Marxist
tradition, suggested that global changes were being pressured by a crisis of capitalism
and the information revolution. In this way he shared a view with others on the left as
to what was happening at the time (Harvey 1990). In this early essay, Marcus
suggested that Paul Willis Learning to Labour, an ethnography about working class
high school boys in the late 1970s, represented an important shift in the ethnographic
tradition. Marcus argued that in Willis text the ethnographic locale is situated in a
larger political/economic context in order to understand, how the practices of the
lads (such as resistance) are not just local phenomena, but rather the result of
pressures from a much larger system that are felt locally. In fact one could argue that
situating a locale within a larger political/economic context could go all the way back
to Geertz and his study of two Indonesian towns (Geertz 1963). In an early work that
first suggests the idea of multisited ethnography, George Marcus uses the work of
Paul Willis as a much more manageable mode than multisited ethnography to
situate the local in a global context (Marcus 1986).3 Both models still implied travel
and distance, and were embedded in a twentieth century view of time and place.
However, for Internet ethnographers, multisited took on a whole new meaning
because the Internet linked together many different physical places and also made it
possible for one person to be in more than one place at more than one time.
Marcus concern with location and representation was not the only concern for
ethnographic authority of the time. As Faubion (2009) has suggested, the critique of
anthropologys position within a global capitalist system, and the other two
interpretive dilemmas listed above, led to a questioning of what he called the ethics
263
Ethnography is the result of fieldwork, but it is the written report that must represent the
culture, not the fieldwork itself. Ethnography as a written product, then, has a degree of
independence (how culture is portrayed) from the fieldwork on which it is based (how
culture is known). Writing an ethnography is office work or deskwork, not fieldwork
(Marcus 1980). (Van Maanen 1988, 4)
This issue of location and forms of writing are central to ethnography, including
virtual ethnography. We suggest this is one of the key issues for educational
ethnography to address in the Internet age. It is easier to discuss how social space
and social time have been transformed by new technologies and that all space is now
hybrid (virtual and physical). It is even, relatively, easier to talk about spaces of
affinity, flows and mobility. But it is more difficult to move beyond the two forms of
writing, fieldnotes and finished ethnography, and their mimetic relationship to an
imagined topology. To try and move beyond this epistemology is an issue of
pedagogy and education.
By the mid-decade in the 2000s many ethnographers, including ethnographers of
the virtual (as well as other researchers), were seeing what Appadurai (1990) had an
early sense of in his article, Disjucture and Difference. Appadurai talks about the
flows of people, images, finance, and so on, but importantly notes that what is
imbedded in these is the notion that all places are fluid and hybrid: both physical and
virtual. The literature was moving to more hybrid visions of both place and
ethnographic practice (Hakken 2003; Sunden 2003; Beaulieu 2004; Carter 2005;
Boellstorff 2008). This new literature did three things: First, it critiqued the first
generation of literature on virtual ethnography, but in an ahistorical way, not
situating that first generation of thinking with the context of Internet social
development at the time; second, it posited a new focus for ethnography; third, it
posited this also for theorising the social. We now see the social as both fully virtual
and fully physical at the same time. And at the same moment people began to use a
set of terms for ethnography that dealt with new ICTs: virtual, cyber and digital were
the main terms. Increasingly, ethnographers involved with online groups, new media
and the likes, are seeing the spaces that social actors inhabit as hybrid and that all
ethnography is combined of virtual and physical elements (Wittel 2000; Forna s 2002;
Leander and McKim 2003; Sade-Beck 2004; Carter 2005; Jordan 2009; Pasek, More,
and Romer 2009).
Behind the binary of virtual/physical and the debate about a more hybrid or fluid
present, lies some of the most important changes in contemporary societies, which
are represented by the labels of modernity, late modernity and beyond modernity,
mobilities, and so on. Involved in these transformations are the most recent shifts in
the regimes of capital accumulation and the rise of what Castells (2010) has called
the network society.
265
everyone lives both offline and online all the time and the point of interest is how this
is done by different groups.
Boellstorff is the ethnographer who could more easily claim a virtual
ethnography in that Second Life is a discrete entity and by its nature encourages
the distinction between a virtual world and an actual world, to use his terms
(Boellstorff 2008). And yet Boellstorff is very careful to show that each world is
interdependent and that there is virtual in all actual. Further, he suggests that
ethnography is ethnography: earlier subfields in anthropology might assert a virtual
anthropology or anthropology of online social worlds, but the ethnography involved
would not be different from ethnography in different arenas. It may involve different
tools and techniques as when medical anthropologists use different tools and
techniques, but ethnography is still a form of theoretical practice that involves an
encounter with the other (Herzfeld 2001).
If we look closely at Kozinets work, even though he is calling for netnography
he asserts things very similar to Miller & Slater and Boellstorff. His call for
netnography is really a call to develop different tools for use in online settings,
something that most ethnographers of online work have discussed (Kozinets 2010).
So on one level each of these authors is doing something similar. They are locating
their discipline (anthropology) vis-a-vis the question of virtuality, and then thinking
about the techniques that they are employing in their specific field site. One should be
careful to not conflate the needs of a particular field location, with the essence of
practice or theory. a mistake the early ethnographers sometimes made and we are
not accusing these authors of doing this, but one problem the field has had is that
theorising in ethnography sometimes gets done due to the constraints of a particular
locale.
In education there is a growing awareness of these issues. One of the key thinkers
in education is James Gee (2003, 2005, 2009), who has been thinking about the role
of digital media in education. Gees concept of the affinity space is not just an
Internet space, but it is an effort to think about the ways in which the Internet and
new technologies have made new kinds of affinity possible. In education there has
been considerable discussion of Communities of Practice (CoP) and the relationship
of technology to CoPs. For Gee, communities imply membership where spaces are
places of interaction. He is more interested in the ways that technology creates these
alternatives for interaction. Francis (2012) uses Gees notion of the affinity space to
suggest that new technologies in education are creating new kinds of groupings based
more around issues of affinity, and that these grouping have important implications
for education. Similarly Herna ndez, Sancho and Fendler (2011) have suggested that
learning spaces are becoming increasingly hybrid involving both online and offline
elements.
The difference in objects of study that ethnographers bring to the discussion is
very important as it starts to give us a sense of the range of social groupings,
interactions and identities and ways to conceptualise field locations. We used the
three examples above from anthropology just to exemplify the issues. In the
contemporary world, all communities are imagined and virtual, but there are very
different combinations and uses of information technology in different sites, and
these will end up creating different groupings with different relationships to new
technology. There are many other anthropologists working with online social groups.
And of course there are many other ethnographers from other fields, who are using
267
into account the virtual. Further, these new spatialisations in the global economy
themselves have come to pass as a means of managing the contradictions of capital
accumulation in the contemporary era of consumer capitalism thereby rendering
them fairly volatile and subject to regular changes.
Further, we have shown how the transformations of this world have led to a set of
crises and developments in thinking about ethnography proper and that, by putting
virtual ethnography in a historical context, we can see that it is a part of that larger
set of crises in ethnography and not a separate problem or separate domain. Even
given the fact that all social spaces are virtual, there is indeed a range of social spaces
that run from those that involve greater connection to a physical world to those that
involve less connection to the physical world and so appear to be more completely
virtual. And those difference need to be taken into consideration and effect what
one can do when doing ethnography.
At the same time, as we have discussed above, the Internet has transformed the
social in new and unexpected ways. Whether we think about these as online and
hybrid communities or spaces of affinity, forms of interaction over time and space
and the sharing and reproducing of resources have been forever and dramatically
changed.
A critically important piece of this global set of flows that are both virtual and
physical is that most of the classic anthropological notion of the local community is
no longer the site of fieldwork. Since Geertzs early work, anthropologists have been
situating the local in the national and global context. But increasingly, the local itself
is a product of imagination and social groupings are geographically disparate,
brought together by a set of interests and flows of the different scapes enunciated by
Appadurai. In order to cope with this loss of a fixed local as we discussed above,
Marcus began the discussion of multisited ethnography. Marcuss notion of
multisited is often invoked but with little sense of the true implications of that
multisited, virtual/physical reality. In very recent works, Marcus (2009, 2010, 2012)
suggests that much of what motivates the kinds of sociality we experience in the
global system is an ideology of collaboration. What ethnographers need to do is
engage and participate in this ideology of collaborative relations, while trying to do
fieldwork in these contexts. This idea of multisitedness and collaborative research
relations is becoming increasingly more heard among ethnographers who are
working in both new media contexts, and maybe more traditional contexts.
A critically important insight of the work that we have done here is that, the
binary that the field of anthropology and the practice of ethnography were born out
of fieldwork and office work, away and home reifying a notion of place that on
one level was always wrong. And part of the crisis of representation within
ethnography was to deconstruct that binary of field and home as it deconstructed
culture and society (Gupta and Ferguson 1997). But if all field locations are
themselves conceptually complicated, then the process of doing fieldwork and then
writing ethnography is equally fraught. The crisis of representation in ethnography is
a crisis of pedagogy (Marcus 2009, 2010, 2012).
The models we have for training students, sending them into the field, bringing
them home is one that is still discussed even if only metaphorically. Researchers talk
about going to the field when they mean that they are logging into Massively
Multiplayer Online Role-Playing Games (MMORPG) for a few hours. We teach
students to arbitrarily stop reading theory at some point, do their fieldwork and
269
Notes
1. Harvey comes out of a Marxists tradition and in the Marxist tradition capitalism is
contradictory for a number of reasons. Perhaps, most importantly, because of the labor
theory of value where value is produced through human labor. As owners of the means of
production skim off the surplus value by paying workers a living wage rather than paying
them for the full value of their work, there is little money left to buy the goods and services
that are produced. Galbraith, a much more mainstream economist captured this contradiction by pointing out that in capitalism money tends to flow up meaning that it gets
concentrated in the hands of rich companies and individuals and again you have economic
stagnation due to the inability of people to buy goods and services. Schumpeter is yet
another example of a non-Marxist economist who captures the inherent contradictory
nature of capitalism with his notion of creative destruction and the ways that
technological innovation makes old forms of capital accumulation obsolete.
2. One only has to think of recent events in the Middle East to understand how prescient these
ideas were.
3. Of course, Marcuss multi-sited ethnography will become the much more famous concept
and it gets developed by Marcus himself and many other ethnographers from within and
outside of anthropology. We will discuss Marcuss more recent ideas about multi-sited and
collaboration later in the paper.
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