Information Technology is a fundamental driver of income inequality

Stuart Staniford is one of the sharpest bloggers I know of and I just wanted to point to something he posted a few days ago which examines the significance of your level of education and ability to use technology in relation to your income. He’s commenting on US data and projections, but it’s still of interest to the rest of us. Click the image to go to his original blog post.

Clearly, using technology always increases your value, but the more education and skills you have, the bigger a multiplier technology gives you.  Thus information technology is a fundamental driver of income inequality.

JISC Greening ICT Keynote Presentation

Here are the slides I used for JISC’s Greening ICT Programme Meeting. There are 25 slides with lots of notes and references from slide 26 onwards.

The bottom line of energy, efficiencies and the economy

Some visual note-taking from documents I’ve been reading. No big surprises but useful reminders of some fundamental observations. In summary, they show that:

  • global energy production is increasing
  • global energy consumption is increasing
  • global energy use per capita is increasing
  • increasing energy efficiency does not lead to an overall reduction in energy use
  • correspondingly, global emissions are rising
  • economic growth is tightly coupled to energy use
  • taking current climate pledges into account, we’re currently on course for a 4c increase in temperatures by 2100

Click on the images to go to the source. Some are direct links to PDF files.

World energy supply

World energy consumption

Energy use per capita

World C02 emissions

Economic growth

 

The rebound effect of efficiency

Decline of net energy

Climate Scoreboard

Oil and the story of energy

In my previous post, I discussed energy efficiency and our carbon emissions. I tried to highlight how despite our apparent efficiencies, our absolute emissions have risen 19% since 1990. One of the reasons for this is known by Economists as the Jevons Paradox.

The Jevons Paradox (sometimes called the Jevons effect) is the proposition that technological progress that increases the efficiency with which a resource is used, tends to increase (rather than decrease) the rate of consumption of that resource… In addition to reducing the amount needed for a given use, improved efficiency lowers the relative cost of using a resource – which increases demand and speeds economic growth, further increasing demand. Overall resource use increases or decreases depending on which effect predominates… The Jevons Paradox only applies to technological improvements that increase fuel efficiency.

You will see from the Wikipedia article, that one method of controlling consumption of the resource is a tax to try to ensure that the price and therefore the demand for the resource, remains roughly the same. As I understand it, this is what the CRC Energy Efficiency Scheme is attempting to do. It will force universities to become more energy efficient in order to lower our emissions. Rather than then use those efficiencies to purchase more emissions producing resources, which is what we normally do, the fines and reputational incentive will force us to keep making year on year savings of carbon emissions.

As the CRC Energy Efficiency Scheme highlights, the most effective way to reduce our emissions is to focus on our consumption of energy. Around 75% of worldwide C02 emissions caused by humans are due to the use of fossil fuels to make energy. ((See the IPCC 2007 Summary for Policy Makers, p.5 for a break down. Note that fossil fuels only account for 56% of total greenhouse gas emissions.)) Last week, the International Energy Agency published their annual World Energy Outlook, regarded as the most authoritative assessment of worldwide energy production and consumption. ((The authority of the IEA has been somewhat undermined by a whistleblower but nevertheless, it’s the most complete assessment available to us.)) The graph below shows their ‘reference scenario’, which is a snapshot of the current picture and, if we make no changes at all to our use of energy, where we are heading.

WEO Primary Energy Demand Reference Scenario

As you can see, coal, oil and gas make up the majority of the world’s sources of energy and without making changes, we are heading for an increase of 40% by 2030. Projected to 2050 and beyond, this results in around 1000ppm CO2 equivalent, more than double the safe target figure. ((How the Energy Sector Can Deliver on a Climate Agreement in Copenhagen, IEA, 2009, p.10))

The IEA’s ‘450 Scenario’, which refers to the 450ppm of C02 equivalent emissions discussed previously, is a different picture.

WEO Primary Energy Demand

In the 450 Scenario, energy related emissions peak in 2020, together with global demand for fossil fuels and our use of renewables climbs steadily. Forecasts like this are notably about what we should do, not what we will do. We might also consider what we can do.

David McKay, Cambridge Prof. of Physics and Chief Scientific Advisor to DECC, has written Without Hot Air, a well regarded book that can be downloaded for free. In it, he examines in detail, the supply and demand for energy in the UK.  His conclusions offer five energy plans for Britain, All plans take into account energy efficiencies through the use of more efficient technologies. The five plans that he offers are technically achievable but as you read through them, I think you’ll find that they severely test your belief that they can be achieved. They all assume that our use of energy remains largely the same, driven by the objective of economic growth. MacKay recognises that the plans might sound absurd and invites readers to come up with something better, “but make sure it adds up!” Finally, he notes a plan might be to decrease power consumption per capita or reduce our population, neither of which are any easier to achieve. A further complication to all of this is that the IEA 450ppm scenario offers a global picture whereas MacKay’s book concentrates on a UK scenario. If the five plans he provides look absurd for the UK to achieve, it is reasonable to assume that a scenario where every other country addresses their energy infrastructure with similar plans, might be even more absurd.

Peak Oil

In an earlier post, I introduced Peak Oil and this is what I want to discuss for the rest of this post. It’s a simple idea to understand but has profound implications for the next few decades. In fact, the implications are much more difficult to grasp than the idea itself and, if correct, will certainly impact on the way Higher Education institutions operate and the nature of public education.

Previously, I introduced the idea of ‘resilient eduction’ and asked how it might be developed in the context of Higher Education.

…a pedagogy and curriculum that both encourages and fosters the radical change that is necessary as well as ensuring that the present depth, breadth and quality of education is sustainable in a future where there may be less abundance and freedom than we have become accustomed to.

Richard Hall at De Montfort University has recently responded to this in a long and thoughtful post. As part of our ‘blog conversation’, in which Warren Pearce and Nick Fraser are also contributing, I’d like to offer an overview of the story of oil and, in later posts, point to how the current provision of Higher Education can be seen as a product of an abundance of oil. On the flip side, in a future where oil becomes more scarce, our provision of education might have to change radically. An overall response to this future might collectively be to increase our ‘resilience’ to the impact of peak oil. ((I acknowledge, as Richard has discussed at length in his post, that we are both borrowing from and aligning with the Transition movement’s use of the term ‘resilience’ in the face of peak oil and climate change. In effect, we are contributing to the Transition movement’s work by specifically examining Higher Education in a period of transition.)) Here’s why:

Hubberts Curve. Source: The Oil Drum
Hubbert's Curve. Source: The Oil Drum

This is Hubbert’s Curve. It  was proposed by Hubbert in the 1950s and, with a reliable amount of accuracy, has so far predicted the global rate of oil production. The dotted line is the actual historic rate of production until 2004. What it tells us is that we produced (due to demand), more oil than the model predicted during the 1960s and 70s. The energy crisis of the late 1970s led to an adjustment (the dip) and since then the world has been following Hubbert’s curve very closely. The very end of the dotted line shows that production in 2004 exceeded Hubbert’s proposal and might lead us to think that with more recent data, we’re repeating the 1970s all over again. This is not the case as you’ll see a few charts down as production has plateaued since 2005. Before we look at that, it’s worth noting that the rate of oil discovery has been in decline since the 1960s. Discoveries have been made since 1964, only they have been smaller amounts of oil and do not add up to what was available to us fifty years ago.

Global Oil Discovery. Source: The Oil Drum
Global Oil Discovery. Source: The Oil Drum

Hubbert’s original work, while employed as a Geophysicist with Shell, predicted the peak of oil production for the USA and this provides a useful historical example that can be extrapolated globally.

US Peak Oil. Source: The Oil Drum
US Peak Oil. Source: The Oil Drum

As you can see, oil production in the 48 states of the USA peaked in 1970. As this became apparent, oil production in Alaska was increased to make up for the shortfall but capacity also began to decline in Alaska in the mid-1980s. When the production rate of oil began to decline in the USA, the production rate of oil in the UK and Mexico was increased but this also went into decline. The UK has been a net importer of oil since 2004.

North Sea and Mexico Peak Oil
North Sea and Mexico Peak Oil. Source: The Oil Drum

The map below offers a global overview of countries where oil production has peaked (around two-thirds).

Which countries have peaked? Source: ODAC
Which countries have peaked? Source: ODAC

Critics of peak oil think that there is plenty of oil left, not only to be discovered but already discovered and not yet fully exploited. Their argument often points to the availability of oil in the tar sands of Canada and other so-called Megaprojects. There are many problems with this view, not least that the production techniques emit more carbon emissions than conventional oil production, but here it is worth noting that they too are subject to decline and make up a relatively small amount of the global requirement for oil.

What can the mega projects contribute? Source:
What can the 'mega projects' contribute? Source: The Oil Drum

The chart below, shows the November 2009 forecast. Click on the image to read what it means in detail, but the point to make here is that global oil production has plateaued since 2005, leading many analysts to believe that Hubbert’s Curve and other similar forecasts, were correct. In effect, we are at the top of the peak.

Novembers forecast. Source: The Oil Drum
November's forecast. Source: The Oil Drum

Moving from production rates to pricing, it is useful to note that as the production of oil has plateaued since 2005, the price of oil continued to rise until June 2008. The recession and consequent drop in demand for oil sent the price of oil down to $34/barrel in February and has rebounded to around $80/barrel in the last month.

Production vs. Price. Source: ODAC
Production vs. Price. Source: ODAC

World Supply, Demand and Price to 2012. Source: The Oil Drum
World Supply, Demand and Price to 2012. Source: The Oil Drum

What is especially interesting to me is that because oil is a primary energy source used in the extraction and transportation processes of other energy sources, the price of electricity, largely derived from coal and gas, follows the price of oil very closely. Therefore, we might reasonably assume that as the production of oil declines over the next 20 years, the price of electricity will rise.

The correlation of energy prices. Source: ODAC
The correlation of energy prices. Source: ODAC
Oil demand and GDP. Source: The Oil Drum
Oil demand and GDP. Source: The Oil Drum

It’s interesting to see that recessions follow oil price spikes quite reliably, as happened in 2008. One observation that has been made is that the USA doesn’t seem to be able to sustain economic growth when oil prices are consistently above $80 or so. James Hamilton, at the University of California, argues that oil prices tipped the US economy into recession.

Oil prices and US recessions. Source: The Oil Drum
Oil prices and US recessions. Source: The Oil Drum

Where will we get our energy from?

Like all fossil fuels, oil is a finite resource and there is no disagreement about the supply of oil eventually running out. The point however, is not about oil running out but rather when it becomes uneconomic as a source of energy. The IEA would agree with this as do the UK Energy Research Council, who last month, published the Global Depletion Report, which is an authoritative review of all available evidence to date. They conclude:

On the basis of current evidence we suggest that a peak of conventional oil production before 2030 appears likely and there is a significant risk of a peak before 2020.

If we accept that there will be a peak in the production of oil within ten years, if it hasn’t already occurred, we need to return to David MacKay’s Five Energy Plans for Britain, and consider the alternatives. There are two significant variables that need to be taken into account when considering a transition from oil to other energy sources. The first is how long it will take to replace our current oil-based global energy infrastructure with something we think is a viable alternative.

In a 2005 report for the US Department of Energy, ((The ‘Hirsch Report’: Peaking of World Oil Production: Impacts, Mitigation and Risk Management (PDF). )) Robert Hirsch stated:

The peaking of world oil production presents the U.S. and the world with an unprecedented risk management problem. As peaking is approached, liquid fuel prices and price volatility will increase dramatically, and, without timely mitigation, the economic, social, and political costs will be unprecedented. Viable mitigation options exist on both the supply and demand sides, but to have substantial impact, they must be initiated more than a decade in advance of peaking.

The second significant variable is the net energy that can be extracted from other sources of energy, such as nuclear, solar and wind.  (We should also note that oil is not just a source of fuel, but a composite in plastics, fertiliser, medicines, rubber, asphalt and other useful products. As a replacement for oil in products other than fuel, nuclear, wind, solar, etc. are not viable. Anyway, here were are discussing primary sources of energy).

Below is a diagram by Charles Hall of SUNY, (click to enlarge), which offers a view of the Energy Return on Investment (EROI) of various sources of energy. It is difficult to be very precise when calculating net energy, or what energy is left over after energy is invested in producing energy, but this is the most thorough analysis available and offers a rough index.

Energy Return on Energy Invested. (Click to enlarge) Source: Charles Hall (SUNY)
Energy Return on Energy Invested. (Click to enlarge) Source: Charles Hall (SUNY)

It shows two significant things that need to be highlighted when considering the transition from fossil fuels to renewables.  The first is that oil, coal and gas are more intensive forms of energy than other sources of raw energy. “A litre of oil packs 38MJ of chemical energy, as much energy as is expended by a person working two-weeks of 10-hour days.” ((Richard Heinberg, Searching for a Miracle, 2009, p. 32)) The second, is that the EROI of renewables, even nuclear, is less than that of oil, coal and gas. None are direct replacements for fossil fuels and, as David MacKay has shown, it is very difficult (‘absurd?’) to stack all viable renewables up together as a replacement for current UK consumption levels of energy. Remember, that no-one expects our consumption of energy to voluntarily decrease. Our emissions from fossil-fuels are expected to decrease, but somehow the expectation is that we will continue to use the same, if not more, amounts of energy as we do today.

The Post Carbon Institute recently published a report based on the work of Charles Hall, which offers a very readable introduction to EROI (they call it Energy Returned on Energy Invested (EROEI). A summary of the analysis of EROEI can be seen below.

Energy Returned on Energy Invested (EROEI). Source: Post Carbon Institute
Energy Returned on Energy Invested (EROEI). Source: Post Carbon Institute

The report concludes that substantial per-capita reductions in energy use is the only way we can look forward. “…the question the world faces is no longer whether to reduce energy consumption, but how.” ((Richard Heinberg, Searching for a Miracle, 2009, p. 65))

If this is the predicament we are in, how do we fruitfully manage the desire for economic growth, the time required to transition from a fossil-fuel-based infrastructure and the replacement of carbon-emitting oil, coal and gas with other forms of energy that provide a similar net value to our lives? The report offers several recommendations, including the need to move to a no-growth, steady-state economy, because as we have seen from the GDP chart above, energy and economic activity are closely tied.

It is true that improvements in efficiency, the introduction of new technologies, and the shifting of emphasis from basic production to provision of services can enable some economic growth to occur in specific sectors without an increase in energy consumption. But such trends have inherent bounds. Over the long run, static or falling energy supplies must be reflected in economic stasis or contraction. ((ibid, p. 67))

It is pointless me re-iterating the full conclusion of the report, but I should note that there are other reports that offer similar conclusions. ((For example, see Prosperity Without Growth – The Transition to a Sustainable Economy from the Sustainable Development Commission, ‘The Government’s independent watchdog on sustainable development’ & Nine Meals from Anarchy from the New Economics Foundation))

A Resilient Education

Richard mentions the Resilient Nation pamphlet from Demos. In it, the author recognises how education already plays a part in teaching people how to be resilient in the face of threats such as fire and first-aid, but highlights the need for society to become more resilient to other threats such as natural disaster and the impact of energy shortages. Documents like this provide a useful contribution for us to begin to think about resilience and how it affects both the operation of our institutions and the development of a more relevant curriculum in a world facing impacts from climate change, peak oil and zero-growth or even a ‘planned recession‘. We need to consider our use of and the benefits of technology both as a way of running resilient institutions and as effective tools for teaching about resilience. For example, is the promotion of cloud computing and ubiquitous internet access increasing our resilience or not?

The Transition Town movement is increasingly being seen as a way to think and learn about ‘resilience’. The reports mentioned from NEF, PCI and SDC all refer positively to the Transition Town movement. It borrows the term from the ecological sciences, so there is a history of the term ‘resilience’ which educators can draw on when considering how it might be usefully employed both operationally, in terms of institutional continuity (whatever form that takes), and in the delivery of a relevant curriculum which produces graduates who are both prepared for the future impacts of climate change and peak oil and eager to work to address the challenges. There are a growing number of Transition groups meeting across the country and people working in universities, like myself, are members attempting to work with local government to create more resilient communities.

The purpose of this post, however, was to provide an overview of energy and oil as a reference for moving on to think more about a ‘resilient education’. My interests are in the institutional and organisational effects this might have, particularly relating to our dependence on technology to operate Higher Education Institutions and deliver teaching and research. Another important area to consider is how to develop resilient citizens, as Richard has begun to do. Since its discovery, oil has changed the way we live. It has changed the fabric of society, the institutions we have created, our expectations of the future and our ambitions for ourselves. As the availability of oil changes, so will our institutions and our communities. My interest is the impact to and role of education within this environment of change. My specific interest is the role and value of technology (in whatever forms) to teach and learn in this environment of change.

Open Education: Talis Incubator Proposal

Back in May, I woke up with an idea in my head which, in a slightly modified form, I’d now like to try and find funding for. ((I figure that if I repeat this idea enough times, someone will see that it’s worth funding ;-))) The idea is based on work we’re doing on our JISCPress project, which itself is based on work Tony and I have been doing with WriteToReply since February. In my original blog post, I proposed that WordPress Multi User ((and here I’ll repeat what is becoming my mantra: ‘the same software that runs six million blogs on wordpress.com’ )) and Scriblio, a set of plugins for WordPress which allows you to import an OPAC library catalogue and benefit from all the advantages of the WordPress ecosystem, would together allow libraries to host independently branded catalogues on an open, union platform.

Imagine that JISC, Talis or Eduserv offered such a platform to UK university libraries. It could be a service, not unlike wordpress.com, where authorised institutions, could self-register for a site and easily import their OPAC, apply a theme, tweak some CSS, choose from a few useful plugins, and within less than a day or two, have a branded, cutting-edge search and browse interface to their OPAC, running under their own domain.

Paul and I gave a Lightening Talk about this at Mashoop North, which I present to you below.

Slide four is the useful one. It show the various slices of the platform and, by implication, the various uses each layer offers.  The bottom slice shows the OPACs converge with WPMU to the benefit of the institution. It’s a nice, easy, hosted service that would offer an end-user experience not unlike the one that Plymouth State offer to their users. The middle slice – the WPMU bit – is where the OPACs converge together in union, under a single administrative interface that is easy to manage, widely used and supported. For $5000/year, Automattic, the company that leads the development of WordPress and runs wordpress.com, would provide support and advice with a six hour SLA. On top of that, anyone with a knowledge of PHP, can quickly learn the guts of WordPress, as Alex who’s working on JISCPress, will testify. My point is that this is a well tested and widely understood technology.

Now, once you have one or more OPACs hosted on WPMU, you bring together a lot of library catalogue data into one database and the platform’s web analytics (i.e. usage trends) can be a rich source of data for learning about what library users are looking for. Each library, would have access to their own analytics, while the analytics for the entire platform would also be collected. I do this on our university WPMU installation.

The next slice in our diagram, shows a few different ways of getting data out of the platform (and this would also apply to each individual catalogue site, too).  First, you can see that the platform as a whole could act as a union catalogue where, from a single site, users could search across library holdings. That union catalogue would have all the useful features of WordPress, too. Next to that, you can see Triplify, a nice little web application that transforms a relational database into RDF/N3, JSON and Linked Data. Triplify could re-present the data in each catalogue as semantic data and this could be subsequently hosted on the Talis platform.  We’re already doing this with JISCPress. Every night, changes to any of the library catalogue data could be pushed to Talis, where the data can be queried and mashed up using the Talis API. Finally, don’t forget good old RSS and Atom feeds, which are available for almost every WordPress endpoint URL, as I’ve previously documented.

Given the work we’ve done on JISCPress, which covers our experience with WPMU and Triplify, I think that a demonstrator prototype, using entirely open source software, could be developed within the constraints of the Talis Incubator fund. I canvassed my original idea to the Scriblio mailing list and had positive and useful feedback from Ross Singer at Talis. Leigh Dodds at Talis also sees potential in the use of WPMU and Triplify, although I understand that neither of these people are endorsing the idea for the Talis Incubator fund, but their interest has been encouraging.

So, what I’m proposing is that Paul and I work with Casey Bisson, the Scriblio developer, on a short project to get this all up and running. In my mind, Scriblio needs some more work to make the set up process easier for a variety of library catalogues and the last time I looked, it needed documenting better, too. I think that the maximum of £15,000 from the Talis fund is workable. In fact, I’d like to bring it down a little to make it more attractive to the judges. Paul would bring his knowledge and expertise from working with our university library catalogue, I would bring what we’ve learned from JISCPress and could manage the WPMU server side of things and the project in general, as well as write documentation, while Casey could be funded to spend some dedicated time fine tuning Scriblio to meet our objectives.

So what do you think? A wordpress.com like platform for library OPACs that pushes semantic data to the Talis platform. Each catalogue remains under the control of its owner institution, while contributing to a wider union OPAC that will benefit users and offer the library community some useful analytics. The platform as a technology, would be as flexible as WordPress itself is, so additional features could be developed for the platform by other future projects. Only last week, Tony was discussing on his new Arcadia project blog, how it would be useful to be able to capture library catalogue links as QR codes. Well, using WordPress in the way I’ve described, we could implement that across every UK HEI Library catalogue in a snap using this plugin. Hoorah!

Ten reasons why you should pay attention to the geeks because actually they have something quite important to say which us non-geeky people should be listening to

Re-broadcasting Mike Ellis’ recent presentation

Commons based peer-production: One minute of Wikipedia edits

The technical conditions of communication and information processing are enabling the emergence of new social and economic practices of information and knowledge production. ((The Wealth of Networks: Direct link))

You may have read Yochai Benkler’s book, The Wealth of Networks, where he discusses Wikipedia as an example of commons-based peer-production. Did you know that you can see this relatively new model of knowledge and economic production live, in real-time? The video below is just one minute of Wikipedia edits recorded from the live changes on the irc.wikimedia.org #en.wikipedia channel. Using the IRC channel, you can watch Wikipedia being created as it happens, which means you can see the incremental production of collective knowledge as it happens. I recommend full-screen HD to see the detail as it passes up your screen. There are different channels for the different language versions. I chose the English version.

The Wikimedia site provides detailed statistics about the use of their sites, although the English Wikipedia statistics stop at October 2006 🙁 Perhaps there’s just too much activity on that site for them to collect and measure?

A lot of people still have an aversion to Wikipedia, but I don’t think they get it. Wikipedia is completely open to anyone to contribute. If you don’t think it’s good enough, ((See the famous Nature article which compared Wikipedia to Encyclopedia Britannica [PDF])) isn’t it your (moral?) responsibility to correct and improve it? Like it or not, as a single source, it has by far the widest reach of any web-based learning resource and although I don’t have the time to substantiate this, I bet that after Google, it’s the second online resource that students visit when beginning their research. ((Via Twitter, AJCann just pointed me to some research he’d done which shows that 100% of his student cohort use Wikipedia)) If you challenge what’s happening on Wikipedia, you’re fighting a losing battle. Stop complaining and start contributing!

Personally, I watch the Wikipedia edits rolling up my screen, seeing contributions as they happen from individuals I’ll never know and am filled with optimism. Each edit is underwritten by a Creative Commons license which protects and preserves this body of knowledge for perpetuity. If there were world heritage sites on the Internet, Wikipedia would surely be the first to be recognised as such.