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David Berlind's Transparency and Disclosure FAQ Everyone from readers to public relations people are asking questions
like, what will happen to my e-mails? Will you make them public
automatically? Will you take anonymous tips? Will you agree
to embargoes and NDAs? Etc. Etc.
A. Imagine this. Suppose CNN is channel 43 on your cable TV system. Over channel 43, CNN broadcasts its polished, edited, final product. But how can you be certain of the credibility of that reporting? How can you make sure a story you saw wasn't cleverly edited to make the editor's subjective judgement appear as fact? Or that the facts weren't slightly twisted by quotes and clips that are intentionally or unintentionally placed out of context? Though it may not happen on CNN (how would we know for sure?), this stuff happens all the time in all media: TV, radio, print, and online. Michael Moore, for example has been accused of this tactic in his last two movies. One way we could double check the credibility of a report, a big media outfit, or a blogger is to see all of the raw materials that go into the finished product. So, in my fictitious case of CNN (I don't want to levy any accusations at CNN), imagine if you could switch your TV from channel 43 to channel 42 and see the raw materials? Perhaps you could also watch channel 42 to find out more about CNN's reporters and the company's editorial process. If such a channel existed, then you could probably call it a "transparency channel." My definition of transparency is unobscuring that which would otherwise be obscured -- a role that a transparency channel could play. Then, by looking at the raw materials, you could be your own judge of credibility. With so many sources of information (including all mainstream media outfits) on the Web, we have no ways other than word of mouth, public perception, and history of publicly revealed transgressions to determine which of them are credible, and which of them are not. Now that all of them are using RSS as channels (the Internet is the antenna) for their final product, there's no reason they can't use RSS as the equivalent of the aforeproposed channel 42. A channel that professional and armchair media watchers can use to tune into the raw materials. While they need to be wrapped in a user interface that's specific to the task of building and maintaining transparency channels (doesn't exist yet), RSS and most blog authoring tools (especially ones that support enclosures) can easily serve as building blocks for transparency systems. One great attribute of blogging authoring tools is that they automate the creation of RSS feeds for the main blog as well as for any subcategories. From the credibility checker's point of view, they can tune into all raw materials or just the ones behind a certain story. This is the reason I'm using a blogging tool as the basis for my experimental transparency channel. One reason Userland Radio makes a good choice is because of how it has a built-in scripting language that can be used to automate certain transparency tasks (for example, easily moving e-mails from my e-mail system into the transparency system). More to come on that. For more information on what a transparency channel is and why I'm doing it, see David, what is a transparency channel? and Why are you doing this? Q. It looks like you are practicing transparency for some stories, but not others. How come? How do you decide? Are you purposely being less transparent with certain stories because you have something to hide? A. I have nothing to hide. As I said in the previous answer, while the technologies exist to put together a transparency channel,practicing transparency is by no means easy. Today, a lot of effort --- too much effort --- is required to practice transparency and to practice it well. So, as much as I'd like to practice it for every story, I simply don't have the time. Also, this is an experiment. The selection is random. So, if for example, I'm working on a story and I realize I have a few extra minutes to practice transparency for that story, then I might do it. I might make an extra effort to do so if I anticipate the demonstration of a new transparency idea or result that hasn't already been demonstrated in the course of running this experiment. Given how difficult it is to practice transparency for all stories, I've decided to start creating the specification for a Journalists Online Transparency System (JOTS). The idea behind JOTS is to streamline the transparency process and to get software to do the majority of the heavy lifting. I've created a separate category in the transparency channel for listing requirements. If you have suggestions for JOTS, please feel free to comment on an existing entry there, or send me an email at david.berlind@cnet.com. Q. What are some examples of the raw materials that might turn up in the transparency channel? A. Basically, any information that goes into the creation of a story whether it gets used or not. So, this includes but is not limited to e-mails, press releases, URLs to relevant Web-based documents, photographs, press releases, scanned images of hand-written notes, text notes taken with a computer, and any audio recordings or video footage of interviewees or events. Q. If I send you an email, will it automatically turn up in the transparency channel? A. No. After first publishing some e-mails in this fashion (as a part of this experiment), I learned that this wasn't a good idea. Even though those e-mails were to a member of the press (me) and technically speaking, the press would like to assume that all communications are on the record unless otherwise noted, this just simply isn't the case. Perhaps in five or ten years, as the protocol evolves, the press and those who correspond with it will be able to assume that everything is fair game for republishing. But right now, the protocol is "ask first." We (the other editors at ZDNet and I) have always double-checked with readers who write letters to the editor to us before publishing those letters. This will also be the standard practice when it comes to emails from other sources such as the people and companies I cover and their public relations counselors. That said, it would be great for the protocol to evolve to a point where everyone indicates in their correspondences whether or not the material is freely republishable or not. For an example of how some people are doing this, see my blog entry on Semantics for public bloggability. It's not a bad idea. So, in summary, I will not republish your correspondences without first asking. So, don't be surprised if you get asked! When I ask, I may also want to know if some or all of it is republishable and if it's also attributable to you. Q. What about anonymous tips, or embagoed information that's submitted to you on a Non-Disclosure Agreement basis (NDA)? How do you handle those? A. NDAs and tips from tipsters requesting anonymity are fully respected. NDAs and embargoes are important to the timeliness of the information I provide. For example, I often do interviews in advance of announcements in order to make sure I have the story finished on or about the day an announcement is made. I couldn't do this without agreeing to NDAs and embargoes. In the case of NDAed or embargoed information, pursuant to my ask first policy, you may receive a request to release the NDAed or embargoed information into the transparency channel after the expiration time has passed. In terms of tips from sources that wish to remain anonymous, this is obviously one of those tricky areas of transparency. The press would not be nearly as effective as it is without the ability to protect anonymous sources. What these means is that the press will never be able to be 100 percent transparent to the point that the identities of anonymous sources will suddenly become available for all to see. That said, there's no reason the press cannot catalog all of the raw materials it receives in the course of building its stories and, for the sake of being as transparent as possible, identifying sources where that's fully permissable and in cases where anonymity is critical, just saying "anonymous source." While this isn't 100 percent transparent, it's way better than what we have today which , for the most part, is nothing. In those rare cases, where the identity of the source might be obvious from the content of the raw material, then that content may have to be concealed as well. This is why doing an experiment like this is so helpful. We get to figure out just exactly how to strike a balance between truthful reporting and full transparency. We need to find that sweet spot where we can maximize transparency with minimal compromise to the final product. Q. I may be agreeable to the republishing of any raw materials associated with me. But, if I am, I may want any personal contact information like such as cell phone numbers and email addresses to be removed. Is it possible to redact that information? A. Yes. Not only is it possible, it's already my standard practice to redact that information. In almost all cases, there's no need to go beyond identifying the source of the information (in the case that the source allows it). Personal contact information would only be revealed in the event that the person wanted that information published so that they could be contacted by others. Q. What if I don't agree to let you republish any raw materials that come from me? Will that affect your decision to cover my news, announcement, or tip? A. Even before the idea of transparency came up, it wasn't uncommon to make decisions on the basis of who a source was, how certain I was that the source could be trusted, and whether or not they'd be willing to go on the record or not. Many tips that have come my way have never evolved into a story because the source refused to go on the record and/or I had no way of independently verifying the information they provided to me. On the other hand, some tips from trusted sources have turned into stories. So, I don't see any change to the way I make these sorts of judgement calls. In other words, transparency on your behalf will not be a requirement for coverage any more than being able to attribute certain information to a source was before. Q. What companies do you own stock in? A. Currently, I own stock in only one company and that's CNET (my employer). I also have a 401K plan. Like many 401K plans, there's only a handful of funds and indexes that I'm allowed to invest in. My selections and the allocation percentages (the blend) are consistent with commonly implemented investment strategies for someone who was born in 1961. None of my selections technology specific funds or indexes. However, although I've never investigated the matter, I'm rather certain that my fund and index selections include technology stocks. However, I'm also certain that the funds are sufficiently diversified to the point that no single stock's movement can have a significant bearing on the valuation of my 401K portfolio. In other words, even if you believe that what I write can affect the value of a specific stock, and that stock happens to be a holding of one of my 401K funds, fund diversification prevents me from ever benefitting from those effects. Q. Are you on the payroll as an employee or freelancer, directly or indirectly (in othe words, through an agent), of any company other than CNET Networks? Or, have you ever received any special payments from anybody since becoming a technology journalist? A. No. Since becoming a technology journalist in 1991, I have never received compensation from anyone other than my employer. My employer was Ziff-Davis unti CNET Networks aquired ZDNet. Now, I am a CNET Networks employee. Q. What sort of gifts have you or would you accept from the companies you cover or their proxies? A. I do not accept gifts of anything that's more than nominal value. For example, t-shirts and baseball caps routinely show up in the mail as does food (candy for example). I don't solicit these materials and it's more trouble than it's worth to send it back. Occasionally, I do breakfasts, lunches, dinners, or drinks with the subjects of my coverage. They are never social meals. In other words, the purpose of a get together may be to eat, but it's always work-related. Sometimes, these meals are are group meals where other journalists attend. The meals are never extravagant. Sometimes I pay for my meals. Sometimes I don't. Sometimes, a vendor will buy me a cup of coffee and other times I'll buy them a cup. You get the picture. I just want to make it clear that I'm not going on junkets to far away places or enjoying some other extravangances at the expense of the people and the companies I cover. Favor cannot be curried with me. Q. What about technology products that are sent to you? Do you keep those for personal use? A. Publishing evaluations of technology products is a part of what I do. As such, vendors send me their products in hopes that I will review them. After running PC Week's testing labs, I've learned that it's difficult if not impossible to accurately assess a product after using it for a week or two. As such, when I decide to review a product that has been sent to me, I'll use it for an extended period of time before writing an exhaustive review of it. Sometimes, I never write the exhaustive review but I include my observations in other stories I write. Sometimes, I just learn from the product and factor what I have learned into my thinking about technology, and thus much of what I write. So, having access to lots of products and technologies on an ongoing basis is what helps me to write an informed opinion. Since it costs almost nothing for vendors to send software, software often shows up at my doorstep unsolicted. Software never gets returned and more often than not, I throw away everything but the CDs. The CDs go into a box with thousands of other CDs that I hope to use for an mosaic art project that I'd like to undertake one day (does anybody know how to cut CDs up into little tiles?). I almost never get hardware on an unsolicted basis. When I get hardware, I invariably let the vendor know that it is my intention to use it for an extended period of time so as to learn about all of its high and low points and to be able to write about them. Sometimes, I ask if its OK to keep the hardware for even longer to use it to test other products. An example is a Dell Axim that was furnished to me by Dell. It has a Compact Flash slot (CF). I keep the Axim around in the event that I need to test a CF-based peripheral (admittedly, I haven't done this in a while). If I test one and write about it, the Axim will get mentioned in the story as a part of my testbed. I don't use the Axim for personal reasons. Another example is an Apple PowerBook that I use to test a lot of OS X-based products. I've written many times about my experiences with OS X and more recently have been using the PowerBook to test technologies that can be used to produce podcasts. This also turns into a test of OS X's capabilties. For example, I'll be covering Apple's CoreAudio technology in the not too distant future as a result of these tests. The bottom line is that I never keep loaner products around as a gift or for personal benefit. It is always for the benefit of my readers and my coverage. I regularly use three technology products for personal benefit: a Motorola v265 cell phone, a Nikon D70 Digital SLR, and a Sony digital video camera. I paid for all three with my own money and have the receipts to prove it. Even then, I factor my experiences with these products into my coverage. My computer is an IBM Thinkpad T42 that was furnished to me by CNET Networks. I use it for all of my company and personal computing. My PDA is a Good Technology G100 that's provisioned with wireless service by Cingular. It too was furnished to me by CNET Networks. Eventually, in the spirit of disclosure, I would like to keep a public catalog of the hardware products I have in my posession as well as their disposition (being used for testing, not unboxed yet, ready for shipment back to vendor, etc.). It's just a question of time. As I said earlier in this document, it is taking a lot of time to build this transparency channel. Hopefully, you'll look at what I've done and think "Hey, he's making progress in an area that not too many journalists are making progress in." Q. What if I have other questions regarding your transparency policies? A. Please e-mail me. Thanks. Q. Could this document change? A. Absolutely. I intend to update it as it becomes apparent that I most disclose more information about my policies as a journalist. |