BENEITO MONTAGUT - Ethnography Goes Online
BENEITO MONTAGUT - Ethnography Goes Online
BENEITO MONTAGUT - Ethnography Goes Online
interpersonal communication
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DOI: 10.1177/1468794111413368
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Roser Beneito-Montagut
Universitat Oberta de Catalunya, Spain
Abstract
Ethnographic research is increasingly concerned with how the internet operates within our
everyday life. This article attempts to offer a methodological contribution of online communication
and an exploration of initial empirical data generated with this methodology. The article calls for
a specification of how ethnography can be applied appropriately to the study of relationships
online. It departs from the real versus virtual dichotomy, offering a user-centred methodology to
study interpersonal communications on the internet. It suggests the use of three main strategies
to pay tribute to the characteristics of uses online: multi-situated, online and offline, and flexible
and multimedia data collection methods. This approach facilitates a holistic analysis of the way in
which social information and communication technologies operate within society in everyday life.
It deals with the problem of defining the setting of research online and proposes an expanded
ethnography. The article specifies details of this methodology for research into interpersonal
communications and emotions online. It does so by drawing on empirical data generated in a study
on everyday life and emotions on the internet. Epistemic questions related to this methodological
approach will also be discussed. Overall, the exemplification suggests that the methodological
approach proposed here is able to capture the uses and understandings of the internet.
Keywords
qualitative research, ethnography, internet, interpersonal communication, emotions
Introduction
It is a growing concern of ethnography to incorporate the internet and social information
and communication technologies (SICT) into its realm of research and methodology to
Corresponding author:
Roser Beneito-Montagut, Estudis d’Informàtica, Multimèdia i Telecommunicacions, Universitat Oberta de
Catalunya, Rambla Poblenou 156, Barcelona 08018, Spain
Email: rbeneito@uoc.edu
determine the setting of research. The research strategy hence takes into account that
internet users perform on several sites or services simultaneously and connect from sev-
eral places. It also addresses the multimedia character of SICT, generating a multimedia
dataset. Eventually, the expanded ethnography is necessarily multi-situated, multimedia
and uses online and offline techniques.
The article is organized in five sections. First, I will define ethnography online and
review critical issues around virtual ethnography. Second, I will explain and exemplify
details of an ethnography conducted to analyse interpersonal communications and
emotions online. This includes: 1) a description of the macro-perspective that provides
the setting of the micro-study; and 2) a description of the methodology and research
strategies adopted. Third, I will develop an expanded ethnography illustrating its
application with examples from a study on emotions with Spanish users of SICT in
2009. Fourth, I will highlight epistemic questions related to the expanded ethnography,
paying special attention to its limits and ethical issues.
Facilitated by the discussion of empirical data I will eventually depict what I suggest
is a more fruitful methodology for exploring interpersonal relationships online. This will
constitute the basis for establishing an expanded ethnography that is able to capture
online communication more concisely and more sensitively.
ground fieldwork. Here, the field is the cyberspace and this opens epistemic questions
that I will point out later.
The underlying ontological position of the ethnography based on a user-centred
approach suggests that reality can be known objectively and subjectively. So, social
phenomena are both objectively existent and subjectively perceived; they can thus not
be analysed through reductive strategies. This complexity recommends combining
qualitative and quantitative methods. Then, the methodology proposal is interested in
understanding the present through qualitative data whereas quantitative data will draw
the framework or context where the ethnography takes place (Scott, 2009).
There are some critical issues that have to be addressed in ethnographic research
online before the approach can be spelt out in more detail: the real-virtual dichotomy; the
fast development of technology; the simultaneousness of access both in terms of services
used and places from which to access the internet; the multimedia character of the World
Wide Web and the specificities of the Web 2.0.
In order to overcome the postulates of virtual ethnography (Hine, 2000), which I
consider unconvincing, the idea of an expanded ethnography on the internet could be
helpful. I do not favor the term virtual ethnography, which seems to assume that ethnog-
raphy is conducted in the location of the internet only. Ultimately in this logic, virtual
ethnographies consider that the virtual realm is something different to the real word
(Lysloff, 2003) and propose a virtual-real dichotomy that contradicts my theoretical
position. The term virtual ethnography appears to be adequate only if the inquiry takes
place in virtual worlds, such as Second Life or World of Warcraft, but not if we inquire
into everyday communications and interactions carried out online but in fact intrinsically
linked to the face-to-face communications. What has been called virtual ethnography is
no more than ethnography conducted to study the live experiences of people regarding
the internet. I argue that ‘virtual’ ethnography is nothing different from ethnography
more generally, apart from some research decisions regarding the particular field and
location of research. For me the appropriate methodology for studying social interac-
tions on the internet in the everyday life needs to scrutinize in detail – sensitively and
reflexively – the ways in which SICT are experienced in use both online and offline.
A second problem with applying ethnography methods to online forms of interac-
tions is that research usually chooses a specific site as if physical boundaries could be
applied to the internet (Escobar, 1996; Ruhleder, 2000; Schaap, 2002). In fact, defining
the setting in online ethnographic research is a critical issue (boyd, 2008; Garcia et al.,
2009). Virtual ethnographers try to fit the traditional meaning of ‘fieldwork’ to the
internet, although recognizing large differences to the traditional ‘real word settings’
(Forte, 2004; Hine, 2005; Lysloff, 2003). Research tended to focus first on specific
sites, as chat rooms or multi-user domains (MUD), for example (Carter, 2004; Donath,
1999; Kendall, 1998; Vayreda et al., 2002), and more recently on specific communities
or social networks, such as blogosphere or MySpace (boyd 2006), which still give us a
limited understanding of everyday life in the internet and the various intersections
between different sites and uses. This is especially important as communications and
technology never develop in one setting alone.
The natural performance of the users as actors in several sites and through several
applications does not allow for such a constructed limitation of fieldwork. People use
email, Social Network Sites (SNS), Instant Messenger (IM) and other applications at the
same time. Moreover, users can answer the telephone, and talk with somebody face-to-
face more or less simultaneously. Users multitask online and offline. Moreover, the inter-
net is no longer exclusively accessible with computers but it is moving across devices
(mobile phone, PDA, laptop) and across places (home, work, public places). It follows
that observation and participation in just one setting in ethnographic research will give a
limited, partial and fragmented idea of how people communicate on the internet.
A third problem for sociology in this area is the high pace of technological develop-
ment. This phenomenon of ‘fast developing objects of analysis’ condenses the ‘internet
time’ (Haythornwaite and Wellman, 2002). Ethnography in this dynamic arena eventu-
ally necessitates a ‘technologized’ researcher (Lash, 2002, Lunenfeld, 2000). Moreover,
paradoxically, in order to achieve reflexive, critical and precise descriptions of internet
phenomena we need both to ‘speed-up’ to follow our fast-moving objects of analysis
and to ‘slow-down’ to understand them properly. In this respect, and in order to simplify
the issue, ethnographic studies on the internet usually tend to define the field of research
in terms of specific services, applications or sites. Since these online settings are con-
stantly changing their features and capabilities very quickly, so do their uses. Sometimes
this acknowledgment leads to results that are related to a specific technology rather than
telling us a lot about the meaning of communication on the internet as such. They are
more concerned with the features of the technology than with the forms and meaning of
social interaction online.
A last critique is that ethnographies on the internet have often taken advantage of the
written text produced on the web. Until recently, it was difficult to obtain other data.
Today, however, Web 2.0 confronts the researcher with very different sets of data (sounds,
videos, pictures, etc.). Yet, so far, research and theory have failed to appropriately con-
sider multimedia data, giving an over-emphasis to the textual aspects (Mann and Stewart,
2000; Murdock and Pink, 2005; Pauwels, 2005).
Given all of the above, I propose a multi-site, multi-media and user-centred methodo-
logical approach to overcome the described limitations.
exploratory coding that resulted in a set of categories. These categories were later
applied to the full dataset. In the last phase, I asked each participant to keep a routine
diary of his/her internet connections and interactions during four days within the time of
participation for later analysis.
Sample
Six Spanish frequent users of the internet form the sample. Being Spanish is a necessary
precondition for me to be able to capture the meaning in my mother tongues (Spanish
and Catalan). I have defined a ‘user’ as an active contributor in the shaping of technology.
An interesting definition of frequent user appeared in a Spanish newspaper. A person
explained: ‘I have a virtual life. I spend the day in front of a screen and managing a key-
board. Even with my friends I speak through email. We are many people living in this
kind of bubble’ (El País, 21/06/09).4 This definition implies people who are keeping or
setting up interpersonal relationships online. Furthermore, according to the report La
sociedad de la información en España (2009), in 2007, 29 percent of Spanish internet
users could be considered frequent users, the same percentage as in Europe overall.
Yet, I do not completely agree with the quantitative definition of user this report gives –
everyone who uses internet more than six hours per week – which does not pay tribute to
the fact that being a frequent user is not merely about the time of connection.
I used a theoretical sample, selecting individuals according to their capability to give
insights for developing theory (Glaser, 1978; Glaser and Strauss, 1967). I first selected
two participants and after a first analysis the other four. The initial observation phase
informed this choice. The first two participants were selected under the condition of
being frequent internet users, according to gender and age (one male, one female, both in
their 30s), and related to their motives of using the internet. The first user (35 years old)
was selected on the basis of his job, which requires being online most of the working day
and his work inside a network that mainly communicates through the internet. The
second user (31 years old) was selected because she lives far from her family and friends
so she mainly uses the internet for personal reasons to stay in touch. In order to include
a variety of different people, I then observed and interacted with males and females,
older and younger, and, arising from the developed categories, users that mainly use the
internet for professional or private reasons, from different and several devices and from
different places, informing the theoretical sample.
The third user (24 years old) is a young woman actively involved in the SICT, although
she lives close to her family and friends. Her work requires a lot of social networking
through the internet. The fourth participant (20 years old) works and studies journalism,
so again he is involved with the media professionally. The last two represented older
users (41 and 51 years old) and it was more difficult to access them; one was selected
because he was connected a large number of hours throughout the day through his mobile
phone, the other because she uses internet to socialize and mainly to chat, but not for
professional reasons.
There is no connection between them, only the first and fourth users are related. I am
the only common relationship that they have. This feature informs the ‘expanded ethnog-
raphy’ and departs from other online ethnographic approaches.
Interviews
Semi-structured interviews were conducted both face-to-face and online, taking into
account their advantages and limitations (Mann and Stewart, 2000). The interviews ena-
bled an exploration of the private ICs not accessible in participant observation and a
scrutiny of individuals’ full involvement in SICT on the internet. Both sets of interviews
were recorded in audio and the second set in video as well. The data obtained were in
form of transcripts of the interviews.
The first interview with each user was face-to-face, and users were informed about the
research aims and process and asked for informed consent. The aim of the first interview
was to learn about the user’s performance on the internet, the applications he/she uses
and to set the stage for later participant observation. It also offered a first contact allow-
ing me to present the research, to acquire informed consent, to obtain addresses and
nicknames, and to familiarize with participants. Hence the importance of doing this first
interview face-to-face. The interview covers variables such as the modes of connection –
from where they connect (home, work, studies centre, public spaces such a cyber-cafe),
which devices they use (desktop computer, laptop, mobile phone, etc.) and the schedule
and frequency of connections. Second, participants were asked about the kinds of rela-
tionships they maintain on the internet – work or study mates, friends, family, acquaint-
ance, people known face-to-face or unknown. Third, I collected data on the tasks users
do through the internet.
A second set of interviews followed up the activity of the sample on the internet after
participant observation. This time interviews took place online (Chen and Hinton, 1999;
Kazmer and Xie, 2008). The aim was to explore the features of the relationships between
the sample and their contacts. During the time between the first and the second interview
I kept regular contact with participants in order to obtain confidence and familiarity with
their activities and way of communicating. The second interviews were more open and
customized to each participant than the first ones, eventually, and thus took the shape of
ethnographic interviews (Spradley, 1979). This second set of interviews had the purpose
of covering the non-public issues of interpersonal relationships.
Routine diaries
I used routine diaries to register IC online and the emotions associated with them. Routine
diaries facilitate the exploration of differences in interactions and their motivations
among users – for example, whether they have different meanings and whether and how
SICT are used for emotional communication. Moreover, diaries were helpful to discover
users’ internet routines and to study the types of communication they maintain online.
The aim was not to measure the amount of time spent on interpersonal relationships
online. Rather, I wanted to explore how communication online acts in the context of
wider communicative interactions in everyday life, thus bridging the virtual-real dichot-
omy that has been criticized before.
Participants were required to write routine diaries four days per week: three during
weekdays and one during the weekend, to cover different usages throughout the week.
The routine diaries cover: the applications used, the relationships, the connection place,
the kind of communication and the emotions involved in each mediated communication.
The data generated in this ethnography is multimedia, in other words data formed by
text, graphics, sounds, videos, etc. In fact, each user and each technique generate differ-
ent data that have to be analysed under the same focus. Data were analysed with qualita-
tive data analysis software (QDAS). Again, the fact that research produces different
kinds of data such as multimedia data – not just field notes as traditional ethnography
mainly does – informs the necessity of an ‘expanded ethnography’.
To sum up, in order to capture the complexity of interpersonal relationships in the
internet, different techniques were used each generating a particular set of data. This also
cross-validates the study and triangulates results.
An expanded ethnography
As discussed above there are three main limitations related to virtual ethnographies.
First, there are few ethnographic studies that deal with both offline and online issues,
dealing with how online interactions affect and are affected by offline ones. Second, the
fieldwork focus has tended to concentrate on changing internet applications or websites,
instead of focusing on how users use strategically and in changing ways a whole array of
SICTs. Third, research mainly analyses text instead of multimedia.
To overcome these issues I follow Marcus’ (1995) multi-site ethnography, which I
refer to as 'expanded ethnography' when applied to the understanding of the social life on
the internet. It is expanded in the sense that the research strategy adopted is and neces-
sarily has to be as complex as the object of study itself. It also recognizes the fact that
groups and relationships on the internet have diverse and complicated organizational
settings, and they do not always take place in the public space or at the same site. It is
focused on internet users. In order to follow them, the setting is expanded to all the appli-
cations and SICT that each participant uses. The application of such an ethnography, as
the section above has already indicated, will imply several strategies. They are discussed
in more detail below, together with empirical data illustrating this methodology.
Multi-situated
The first strategy is to follow and observe the user on the internet in order to follow up
on fast-moving processes with the necessary reflexivity. This implies signing up to the
social network that users belong to, adding them to the IM systems, emailing, chatting,
reading their posts, sharing their photos, etc.; in other words, performing and interacting
on Web 2.0 with the users under scrutiny. But it also means paying attention to and locat-
ing the places from which the users connect. Hence, this approach needs an identified
sample, both online and offline.
User 15 connected through a variety of devices: laptop, several desktops, smart mobile
phone and ebook. He connects from work, home and also from other sites with his mobile
phone. He is very active in all kind of applications (SNSs, IM, email, etc.) and he posts
regularly in his two blogs.
User 2 mainly connects from her laptop from home but also from the university. She
connects from her mobile phone from time to time, sometimes to bid in eBay, to use
GPS or to use Skype when she is away from home. She also has a blog, but this was her
student portfolio, so it has not been actualized since she finished her studies.
User 3 is very active in Facebook and Tuenti. The interesting issue with her is that she
keeps two profiles in Facebook: one with her identity and the other one is a corporative
profile. She mainly connects from work and she rarely connects from home. In the past
she used mobile phones to connect to the internet but due to economic reasons she gave
this up.
User 4 works and studies journalism, so again he is involved with media. He is very
active in Twitter and Facebook, but the computer-mediated communication he uses most
is email. He uses IM as well. He connects from different places: home, work (he has two
different jobs) and from University. He connects from his mobile phone as well, mainly
when he is commuting to or from the university on the train.
Users 5 and 6 represented the older members of the sample and it was more difficult
to find them; one was selected because he was connected all day – he only disconnect
during the night – through his mobile phone. But he also uses a laptop from home and
from wireless public places, such as bars and cafeterias. He mainly participates in Twitter,
although he has a photo blog where he post photos took from his mobile phone. He also
uses email to keep friendship. His work does not require the use of the internet, so he
mainly uses it to make and keep relationships. By contrast to younger people, he is not
very active in other SNSs except Twitter.
The other older user was chosen because she only uses internet to socialize, mainly to
chat. She connects exclusively from home and from her computer. She is connected
every time she is at home. She said ‘other people switch on the TV, I switch on my com-
puter’. Her main activity on the internet is chatting with both people she knows and
people she does not know. She uses chat rooms and IM.
In brief, this sample supports what wider quantitative data shows: internet connection
is becoming ubiquitous, as the use of devices such as mobile phones has extended the use
of the internet services. The possibilities to be in contact with people are growing day by
day and imply changes in the way we make and keep relationships. Besides, participants
tend to simultaneously use several sites or services. All of them stated that when connect-
ing to the internet they open an email account, IM and SNS and keep them opened
simultaneously.
To sum up, the researcher and fieldwork has to be as multi-situated as their sample,
can flexibly choose which technique and strategy is more suitable in each situation,
giving clear details of his/her choices. Furthermore, he/she has to be able to manage
different kinds of data – textual and audiovisual. Methodology has to be understood as a
process that allows going into detail even in complex settings. This will eventually offer
a better understanding of social interactions in the internet.
used. Ethical treatment has to be accompanied by a discussion of the private and the
public in the internet, which is a problematic and not clear-cut issue (Elgesem, 2002; Ess
and the AoIR ethics working group, 2002; King, 1996, Sharf, 1999).
For example, questions about obtaining informed consent for online-based observa-
tions, participant privacy and confidentiality are often raised (Brownlow and O’Dell,
2002). Given the openness of many social networks, online participant observation
theoretically allows a covert position (Mann and Stewart, 2000; Sharf, 1997). I consider
this problematic due to serious ethical concerns associated with the potentially unno-
ticed invasion of users’ privacy. Besides, people using public sites do not expect
researchers to be gathering their commentaries and their exchanges of personal infor-
mation as data. Lastly, another critical issue is the confidential and anonymized treat-
ment of multimedia data given that users post audiovisual resources (such as photos)
that reveal their identities.
Seemingly, the novel opportunity that the expanded ethnography offers also embod-
ies a number of new challenges with respect to ethics. We have to bear in mind that a
user-centred approach needs a very sensitive strategy to address the ethical questions
above. I dealt with ethical issues in my own research in the following ways: first,
although internet media allows a covert position and a ‘non-consent’ research process,
all participants have been informed about the goals of my research; second, I requested
informed consent from participants beforehand, and I assured confidentiality and pri-
vacy, and anonymization where necessary to safeguard their identities; third, I informed
participants about the results of the study; last, although online interventions in blogs,
Facebook, Twitter, etc. are considered public, I did not include any published informa-
tion in data collection unless I had acquired informed consent for using it. Neither did I
use data from private communications with participants unless they came from an
interview for which consent had been obtained.
Despite all of this care taken to address ethical issues, it is essential to recognize that
not all the subjects that are observed could be informed. There are many individuals that,
while interacting with the participants of the sample, are co-observed. Yet, as their activ-
ity is not the focus of the analysis but rather some by-product of observing the sample,
ethical concerns are relatively small in that respect.
Regarding the confidential treatment of multimedia data, all the screen captures
obtained from the internet (Facebook, Twitter, etc.) are anonymized with a graphics
editing program. Even where the avatars are not the image of the users, they are distorted
so that they cannot be matched to an identity. All names, nicknames, avatars, URLs,
social networks, specific posts and other information that could facilitate the recognition
of users are deleted.
To sum up, an expanded ethnography is multi-situated, user centred, flexible and
multimedia. It requires highlighting again that the strength of expanded ethnography lies
in its capacity to analyse in-depth complex social interactions, avoiding the artificial
division of linked social phenomena and problems for their analysis. Meanwhile, it needs
to be considered that such a user-centred approach requires a clear ethic guideline. In
short, it has been proposed that a clear set of guidelines providing an uncovered researcher
position, assuring privacy and confidentiality to the participants of the sample and a care-
ful treatment of the data gathered (private or public and multimedia) should be followed
in online ethnography.
Conclusions
Ethnography online has some limitations and critical issues that need to be revisited in
order to develop an approach for more meaningful research. I proposed an expanded
ethnography as an appropriate methodology for online social interaction research: it is
expanded because the research strategy implies following the users and spreading out the
research field to all the SICT participants employ in their interpersonal communications
every day. It also needs to pay attention to the relationship between online and offline IC
and analyse multimedia data.
It seems essential to study everyday life on the internet as a crucial part of commu-
nication processes today. The internet and its repercussion in society – in people’s eve-
ryday lives – is a complex issue that cannot be understood and explained with any
single indicator. It is a media with great consequences for social life; and recent research
about the internet and CMC systems reflects a variety of disciplinary paradigms and
approaches. A lot of this research still focuses on a very partial aspect of the issue, as to
study a specific application, not paying justice to its complexity. Hence, in this article,
I have advocated a more holistic approach. I called for a methodological change towards
an expanded ethnography that allows in-depth studies of online and offline social inter-
action and that pays more attention to the micro-level of social interaction. I have more-
over exemplified its adequacy and applicability by showcasing the use of an expanded
ethnography in my current research on Spanish internet users.
The first aspect to take into account has been the need to overcome the postulates of
virtual ethnography. The methodology proposal does not treat ‘cybercultura’ and ‘cyber-
space’ as cultural contexts of their own. Instead, the internet has to be seen as a field of
enquiry within – not beyond – the social realm and as yet another place where culture and
society are being shaped. This implies a careful reflection about the research field and its
accessibility.
Consequently these reflections have led to an expanded ethnography as a methodol-
ogy that opens possibilities for a more in-depth and multi-faceted data generation
process. A single and pre-determined strategy does not provide sufficiently rich data and
I call for a close study of the context and situation within which the object of analysis –
the user – is situated, before making methodological choices. The approach suggested
here has to be understood as a methodology in process, in other words, the methodology
has to be designed, re-designed and derived as the research process unfolds, informing
the data iteratively and generating a constant reflection on the research process.
Following users in an expanded ethnographic approach requires flexibility.
The main features of this expanded ethnography are, first, the possibility of using
quantitative data in order to establish and describe the research field and the context in
which objects of analysis perform. It has been argued that the real-virtual division is no
longer sustainable as people use all the media at hand to communicate with others. That
means that the research field is both online and offline and links between online and
offline modes of interaction have to be taken into account. Second, as ethnography does
not generate a pre-determined setting for fieldwork it is considered ‘expanded’. It is
individuals who compose the sample and determine the place where the ethnography
takes place, thus the setting is flexible and potentially concerns all social communication
and information systems on the internet, including a variety of multimedia data. Third,
as a result of the fluid and dynamic field, the expanded ethnography approach requires a
theoretical sample.
To sum up, it has been suggested that an expanded ethnography approach is able to
provide tools for capturing the complexity of social interaction online, scrutinizing
phenomena in-depth and rich in details. As illustrations from a study of Spanish users
and their communication and emotions online have indicated, this methodology gives
us a better understanding of how interpersonal relationships online take place and it is
able to produce insightful findings. It is now the task of future research to use and fine-
tune the tools proposed here, to show their limits and to overcome them in order to hold
pace with a fast-moving target of analysis.
Funding
Financial support from the Spanish Jose Castillejo scholarship programme (Grant JC2009-00150)
is gratefully acknowledged.
Acknowledgments
I would like to thank Ellen Kuhlmann, Manuel Souto and two anonymous referees for helpful com-
ments and suggestions on earlier versions of this article, to Regine Paul for language editing. I
would also like to thank the Social and Policy Science Department of the University of Bath for
providing an excellent environment to undertake this research and to the Universitat Obertat de
Catalunya for supporting my research. Any remaining errors are mine.
Notes
1. There are two main approaches: those positing that a true and complex relationship cannot
take place on the internet given the reduced social cues of the environment and those who
argue that it allows a kind of liberation of all social constraints.
2. http://blog.facebook.com/blog.php?post=190423927130
3. http://www.insidefacebook.com/2008/07/29/tracking-facebooks-2008-international-growth-
by-country/
4. In Spanish ‘yo tengo una vida virtual. Me paso el día delante de una pantalla y manejando un
teclado. Incluso con mis amigos me hablo mediante correo electrónico. Somos muchos los que
vivimos en una burbuja de este tipo’.
5. Although in qualitative research it is common to use pseudonyms instead of the real name,
I have not used them because it could generate some kind of confusion with nicknames.
Besides, to name participant as user 1, 2, and so on, helps me to avoid transmitting an identity
impression.
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Biographical note
Roser Beneito-Montagut is Senior Lecturer of Multimedia at the Universitat Oberta de Catalunya
(Open University of Catalonia). She holds a doctorate in Fine Arts, an MA in Multimedia and an
MRes in Sociology. Her research interests include the study of everyday life on the internet, emo-
tions in online communication processes and online social life.