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SensorsAndJournalism.tex
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\chapter{Introduction & Executive Summary}
This report you have opened is not monolithic. You can match its sections
to your needs.
The first section introduces our topic. It starts by describing the landscape
where sensors and journalism combine, and continues on to define necessary
terms for understanding this area of research. Reporters are using
sensors in an era when the rapid development of technology is moving data
into the mainstream of journalism. The increasing ubiquity of sensors, their
increasing capability and accessibility are on the supply side, while investigative
reporters, computer aided reporters and journalist/technologists
are on the demand side. We are including drones in the field of sensing,
partially because of the amount of attention they're currently receiving,
and partially because of their potential to extend human sight far beyond
our bodily bounds. While recent commentaries about journalistic sensing
have focused just on sensors that journalists have built themselves (or commissioned),
our definition also includes journalistic uses of data from sensor
systems that are not controlled by the reporters themselves. We have
excluded opinion polling, information gathered by humans' five senses, and
data produced by monitoring computer processes like bit-torrent networks.
That said, our description should not be used to separate sensor-based journalism
from other reporting processes. The intellectual tools we discuss
may be useful for many data-intensive projects, and sensor reporting needs
to be integrated with traditional forms.
Then, scholar Charles Berret has written a chapter on sensor history, charting
humanity's efforts to extend the reach of our five natural senses. It starts
with the scales unearthed by archeologists, the Neolithic markers like Stonehenge,
and the agricultural tools from the Nile region. Berret notes that,
in the 1500's, the astronomer Tycho Brahe built a data network using the
post, which compiled sensor readings to draw the most accurate and comprehensive
star maps of his time. Cameras and sound sensors came in the
nineteenth century, a moment 'when mechanical sensors were first treated
with greater credibility than the human observer.' The history outlined here
only goes as far as the first half of the twentieth century, but within our time
period it covers early medical sensors in the form of René Laennec's stethoscope
and Willem Einthoven's electrocardiogram, and meteorologists' use
of doppler radar.
The introduction finishes by outlining the characteristics of sensors that
make them useful—or not—and helping readers identify what elements of
the world can be sensed.
The second section, containing case studies, examines seven projects that
used sensors for journalism. Each study includes the story of what happened
and then offers analysis in which we identify its distinctive or noteworthy
elements, as well as the lessons journalists may take from the projects.
The case studies start to show distinct types of sensor uses that suit different
journalistic goals. The first type is when investigative reporters (environmental
reporters in these two examples) design a sensing process to collect
data with the intent of testing a hypothesis. They used relatively mature professional
equipment and consulted with experts. They had justifiable confidence
in their data, even though their processes were quite different from
how scientists work when intending to publish in a peer-reviewed journal,
or when doing work on behalf of regulators.
Another type of sensor use by journalists is accessing data from municipal
sensor systems. The Sun Sentinel won a Pulitzer Prize by using tollgate data
to investigate widespread speeding by off duty Florida police. The Washington
Post published an extensive explanatory feature based on data from a
network of microphones installed by the city law enforcement.
A separate type of journalistic sensing involves DIY hardware development.
At the moment, these projects value participation and informal
science education. At the moment the equipment they use is unlikely to
produce data that can be heavily relied upon in legal or health settings.
However, the makers in this part of the field see great long-term potential,
inspired by open-source software, a phenomenon that has returned great
value to newsrooms.
In case studies, we have also added analysis of the U.S. drone journalism
industry, as it stands right now. At the high end, a small number of organizations
are using footage shot by specialist pilots of professional cinematography
drones. In the middle, enterprising news industry employees are
experimenting with pro-am equipment costing hundreds, not thousands of
dollars. Mainstream media organizations are also sourcing drone footage
shot by hobbyists. All of this activity is proceeding despite a rapidly changing,
highly contested regulatory environment.
For the next section, about laws and ethics for reporting with sensors, we
recruited 12 experts to write a chapter each. They applied their considerable
knowledge and ability from professions in law, technology, ethics, academic
research, and the sciences. In the individual essays, each helps identify and
navigate the key issues that arise when their field intersects with sensors
and journalism.
The authors who address the privacy and surveillance issues write that
these are early days for the field. The courts have thus far dealt with consent
to record, defamation and false light in the context of cameras and
microphones. The potential for journalists to break those laws using different
types of sensors certainly exists, and if legal claims are made courts will likely consider the ethical standards that emerge in these next few years of
sensor reporting. The field is emerging even as relationship between newsrooms
and their audiences transforms. Our authors suggest that journalists
should involve their communities as they negotiate the tricky questions of
who owns and controls personal data from sensors.
Newsroom managers who have staff making or acquiring hardware should
also acquaint themselves with the basics of open-source licensing. Often,
journalists who design their own sensing systems will lean towards sharing
their work under open-source principles, but this may involve legal liability
if hardware goes wrong and causes physical damage. The risks are avoidable,
however, as the article by Diana Cooper makes clear.
Still in the realm of legal issues for hardware makers, this current phase of
rapid, widespread DIY development is moving a lot faster than The Federal
Communications Commission. The FCC requires that any electronic device
that might emit radio interference be tested and approved before marketing.
However, that regime did not consider many conceivable journalistic
uses of custom sensors produced in small batches.
If and when sensing, in particular drone use, becomes a widespread journalistic
practice, human error is likely. Serious mistakes will attract negligence
claims, following in a tradition codified by The Digest of Justinian in
the mid-sixth century. It contained a section on 'Those Who Pour or Throw
Things Out of Buildings'. The laws extended to falling things, as well. Despite
this history, the novelty of drone journalism will make insurance tricky and
expensive until the industry has more data on which to model risk profiles.
The last group within the legal and ethical section concerns truth and accuracy.
Sensors may seduce journalists into thinking their output is objective
and free from the errors inherent in human testimony. That is a risky belief.
We have drawn on the expertise of the EPA to show how reporters might
design a sensor-based data collection process to improve their accuracy.
For journalists, the concept of \'ground-truthing\'—supplementing sensor information with human input—will be valuable. It should help introduce
nuance, guard against mistakes and treat fairly the people at the heart of
our stories.
For the final section, we have distilled this report into a set of recommendations,
including groups of strategic moves, good work practices, and efforts
the industry may collectively consider.
\subsection{Strategic Recommendations}
\begin{itemize}
\item Identify and cultivate sensor sources for the beats you've prioritized.
\item Put a watching brief on open source sensing systems.
\item News nerds should do hardware too.
Work Practice Recommendations
\item Before sensing, articulate your hypothesis.
\item Work with experts on complex stories.
\item Understand the entire pipeline for your story's sensor data.
\item Combine sensing with traditional reporting.
Recommendations for the industry, collectively
\item Journalists have an opportunity and a responsibility to report on
sensor systems.
\item Advocate for access to data from publicly funded sensor systems.
However, even though we have documented significant amounts of journalistic
sensing here, we hope that this report will need updates as newsrooms
keep combining their reporters' ideas with new sensing opportunities.
\end{itemize}
\part{The First Section: A Framework}
\chapter{The Landscape for Sensors and Journalism}
Throughout 2013 and 2014, whenever the Tow Center gathered people
together to work on the topic of sensor journalism, we needed to set the
scene. When it comes to labels, ``sensor journalism'' isn't even as understood
as ``data journalism.'' So, although the last thing journalism needs is a new
term to define a fragment of its practice, we must draw some boundaries
and describe the landscape to bring readers of this report into a common
language. Nonetheless, we reserve the right to retreat or advance from this
ground, or even open the borders, as seems necessary in the rapidly evolving
world of journalism circa 2014.
By erecting a frame of reference for journalistic sensing we hope to help
readers efficiently understand which intellectual tools they can apply to
their own sensing and sensor-based work by others. However, by describing
this field discretely we do not mean to advocate that it be practiced discretely
from other types of reporting; quite the opposite. Indeed, the legal
and ethical sections and most of the case studies that follow demonstrate
the value in combining sensor-based reporting with other journalistic tools,
including personal interviews and shoe-leather reporting, so that the data
can be incorporated with context, narrative and emotion.
\subection{King Data and the Wide Angle for Journalism}
First, we offer some observations about why it might be worth focusing on
sensors in combination with journalism. This is the context for this report;
a suggestion of why there is value in this particular vein of research.
Sensors are a way of collecting information about the world. Journalists
trade in acquiring information, analyzing it, organizing it, and distributing
it. That alone suggests a natural fit.
However, beyond that, journalists are currently paying special attention to
data that can be easily parsed by a computer. Many readers of this report
will be familiar with the impact of data-specialist teams put together by the
top tier of American and international news companies, whether in longestablished
newsrooms like The New York Times, the LA Times, the Guardian,
and the Washington Post, or ambitious newcomers like FiveThirtyEight,
Buzzfeed, and Vox.^{\href{#endnotes-landscape}{1}} Journalism schools have recruited professors who teach
data analytics, principles, and presentations. Hundreds of Master of Science
students entering Columbia University's Graduate School of Journalism
in 2013 took at least three seminars about data practices. Many go on to
learn Python and R programming languages in greater depth. The primary
U.S. conference for data journalism, NICAR, went from a conference of a
few hundred people in 2010 to one with a thousand attendees
in 2014.
The rise of data journalism has coincided with an age in which technology
is becoming cheaper, more capable, and more widespread. Many observers
would suggest a causal relationship: When computers permeated more
homes and schools, more children learned programming skills. More systems and data about the world have been digitized. There are more stories to be found in databases and more journalists working in the profession
with the interest and skills to find them.
\subsection{Sensors Everywhere}
The hardware components of technology, including sensors, are also cheaper
and more ubiquitous. While the following examples of sensors don't encompass
the breadth of technology observed in this report, they can be a useful
illustration. Cellphones include cameras, accelerometers, and GPS sensors,
microphones and radio frequency receivers. Those components now cost
a few dollars at wholesale. Young children (or at least their parents) can
spend \$36 to buy a pair of sneakers that sense movement and trigger small
lights in the soles. Sensors are baked into civic processes like traffic control,
and industrial processes like stock control. A private company called Planet
Labs has put 28 toaster-sized satellites into orbit, designed to operate as a
flock of cameras pointed toward the earth. It's aiming to have an array of
100 craft in space by March of 2015. We are living in a sensed world.
Aside from the sensors incorporated into finished products for consumers,
governments, and private enterprise, sensors comprise a key component
class used by the ``maker movement.'' That ecosystem encompasses electronics
prototyping platforms such as Arduino and Raspberry Pie, DIY electronics
retailers Sparkfun and Adafruit, and, if interpreted widely, also includes
KickStarter's crowd-sourced product development and the consumer-side
of 3D printing. Taken together with the spread in programming skills, it is
fair to say that DIY hardware development is flourishing. In early 2013 the
makers of the popular electronic prototyping platform, Arduino, said there
were 700,000 boards in operation. They estimate that the number doubles
if one includes the clones (which are legal, given their open-source license).
So for journalism, there is a special symmetry of demand and supply.
Behind the computer-aided reporters and data savvy journalists have come
a generation of programmer-journalists. They all compete for fresh data to
include in their stories. Another artifact of the digital-first era is the development
of news apps and interactive news graphics, in which users' ability
to explore data requires that information be available in granular form, not
just as a summary paragraph or a static graphic (although those are also
both perfectly justifiable outcomes of a data-reporting process). As the case
studies in this report explore, sensors can produce the data demanded by
computer-aided journalistic processes.
However, beyond simply satisfying the existing demand for data, particular
characteristics of modern sensors and their accompanying technologies
produce opportunities for new reporting processes. The low cost of some
sensor types enables experimentation and new modes of use. In the case
studies that follow, we see examples of cameras being practically disposable,
or at least sacrificial. Environmental sensors might be widely deployed and
left always-on. Cameras can be used, not for the scenes they depict, but as a
source for a pixel-by-pixel computational analysis. The sound waves picked
up by a microphone have been parsed for the characteristic signature of a
newsworthy event.
\subsection{Why Would Journalists Want to Sense?}
When the Tow Center ran a workshop (in June of 2013), hosting a range of
journalists, researchers, and technologists we asked participants about their
hopes and ideas for sensors in journalism. A couple of themes emerged: The
first was simply a desire for more data to use in their reporting. Especially in
the environmental sphere, our participants felt there was a deficit in the
data being provided by official sources. They wanted data with better spatial
coverage—often targeted where they expected to find problems but couldn't
be sure. Pollution monitoring near industrial facilities was the most common
example. That desirability of having data about more places can logi
cally be extended to increased temporal resolution. Instead of taking a
sample once a month or once a week, some journalists want to monitor
aspects of the world all the time.^{\href{#endnotes-landscape}{2}} In the case studies, you will find examples
of sensors used to collect with greater spatial and temporal density—not
just on environmental topics. However, as well as getting data with more
resolution, the case studies show imaginative applications of sensors providing
different types of information, especially around the location of
people over time.
We heard another potential benefit of using sensors in journalism: to take
human observations and impressions and make them specific, so that they
might be used for comparisons. Often that meant quantifying an observation:
The amount of a chemical in the air matters if it is to be compared
to a known health risk factor; the speed of a car matters if it is to be compared
to a law. But journalists also want to make comparisons across time
and space; does one neighborhood in Washington have more gunshots
than the next? Has the number gone up or down over the last year? A
sensor can record an aspect of the world so that it can be specified and
transparently communicated.
These aspects, we believe, are the context for our research into sensors and
journalism. We are in an era in which reporters are hungry for data, and
increasingly expert in using it; in an age when sensing technology is developing
radically and permeating every aspect of modern life. Those trends,
taken together in journalism, have produced new demands that sensors
might meet, opportunities that might be exploited, and benefits that might
be realized.
\subsection{Journalistic Sensing in This Report}
The case studies in this report document journalistic projects using sensors
that clearly fit within these trends. An early classic in participatory electronic
sensing was The Cicada Tracker, which saw WNYC listeners build
Arduino-based sensors to contribute readings of temperature readings in
their local environment. USA Today's multi-year effort to take almost a
thousand soil samples became the Ghost Factories project, and picked up
numerous investigative journalism awards.
Nonetheless, through our discussions and work over the last year, we've
found ourselves pausing on specific journalistic projects and asking whether
or not they fit into the \'sensor journalism\' field. Again, we have no desire to
make delineations for their own sake, but simply to demonstrate how this
framework applies. We've worked through a few examples to help readers
understand why they are reading various chapters that follow.
Drones seem to be worth including in this report. To date, most journalistic
uses of drones have been for collecting photos and videos (although other
industries also leverage drones' ability to collect 3D landscape data and
environmental data). While cameras have been used in journalism since
they were invented, the qualifying aspect for drones, we believe, is that they
leverage the radical advances in camera miniaturization. Insofar as drones
carry sensors and thereby extend the reach of reporters to observe and
record the world, they fit into this field. Also, through the second half of
2013 and the start of 2014, civic uses of drones—including journalism—
have become the topic of increasing research, mainstream media attention
and regulatory action. Many newsrooms we spoke to have started planning
for drone use. We think including drones in this report makes it more relevant
to an urgent conversation in the news industry.
Likewise, we have included journalists' use of data produced by sensors
they didn't commission or control. There's a good counterargument to be
made that this isn't distinguishable from data journalism, but this report
is not trying to carve out a field of sensor journalism that is apart from
data journalism. We refer again to our goals for this report: to help journalists
use these sensors as well as they can, and to help them understand
data that comes from sensors. While some journalistic uses of sensors do
involve building customized sensors, or running their own sensing programs,
we see no reason to narrow the discussion to those use cases. Two
of the case studies deal with data that was released when journalists asked
for data under Freedom of Information Act principles. Although we haven't
included a case study about journalists' use of remote sensors on satellites,
we know of one newsroom investing a lot of time to understand and use
that data for its work. In the coming months, readers can expect to see more
stories based on innovative uses of remote sensing.
\subsection{Data Collection Beyond our Purview}
On the other hand, there are some related journalistic practices we've left
out, even though they may share characteristics with the history, theories,
and journalistic uses of sensing.
In the process of drafting his paper on the epistemological considerations
of sensing, University of Wisconsin assistant professor Lucas Graves wrote
a provocation to include polling. Like sensing, polls are a way for journalists
to systematically collect information about the world, often in a form ready
for computation. Bloomberg and Reuters use consumer and business sentiment
polling on a weekly basis. They brand strategically important polls and
form partnerships with polling organizations and universities. Likewise,
during election seasons (are there any others?), polls commissioned by the
Washington Post and ABC News move to the top of the news agenda, along
with those performed by Rasmussen and Gallup. So, there's a strong argument
for ushering polls into our work. However, the origin of polling data is a human interaction, which seems to make the practices of polling and
sensing distinct. That said, we do acknowledge human agency in designing
sensors, sensor data collection methods, and the analytic processes working
with sensor data.
Likewise, humans as sensors have been excluded from this report. Although
we accept absolutely that humans make observations about the world
through any combination of their five senses and can record the information,
the lack of a mechanical process that can be interrogated and reproduced
would seem to separate human sensing from technical sensing. Once again,
we acknowledge counterarguments; advances in social science experimental
techniques have made human observations more reproducible, while
technical and mechanical sensors inherit design decisions influenced by
human subjectivity. Nonetheless, human observations seem to have a different
degree of controllability and specificity and are not as influenced by
the macro-trends outlined above. For those reasons, we're not researching
human sensing.
Perhaps the hardest exclusion has been software sensing. When marketing
firms examine bit-torrent networks to research the popularity of movies
and albums, their practice shares many characteristics with physical sensing.
It is another intersection of new technologies with the demand to make
observations about the world. It can produce massive amounts of interrogatable
data. It can produce real-time information or information to be
stored, processed, and disseminated. Still, there are differences as well; software
sensing seems to be more concerned with the virtual world, whereas
the practices we're interested in here are more about observations of the
physical world. But again that might be a false distinction: In our case studies
we have examples of physical observations moving immediately into
digital, networked information.
So, our borders of convenience that exclude these journalistic practices
could easily be redrawn to welcome them in. Some of the characteristics of
sensors we describe are shared with these practices we've left out. Some of
the legal and ethical considerations of reporting with sensors apply, and the
lessons and observations found in the case studies may be just as relevant.
So, if you find any of our observations and lessons about sensing useful for
other practices, take them with our blessing.
\chapter{Sensors and Sensibilia: A Historical Survey}
\textit{By Charles Berret}
The history of sensors is humbling in its scope. Humans have always experienced
the world through sensors like our eyes and ears, but we also use an
array of tools to extend those basic capacities, to monitor our surroundings,
and to track phenomena that are otherwise imperceptible.
These ``tools'' needn't even be high tech. The proverbial canary in the coal
mine is a sensor for poisonous gases; a blind man's cane is a sensor for
objects just ahead. Really, a sensor is anything that reacts predictably to the
state of the world. Such a pat definition should raise a number of concerns
about the construction of knowledge, and the authority embedded in what
appears obvious, but this is a brief and broad survey of sensor technologies.
It touches many cases, and regrettably skews toward Western ones,
but hopefully this primer indicates the sheer scale of these instruments in
the history of human sense-making.
Archaeological evidence shows that humans built sensors even in prehistory.
Scales have been unearthed in the ruins of the earliest civilizations, as it
was essential to weigh goods for trade and taxation. Agricultural needs also
led people to track the cycles of heavenly bodies with monumental markers.
Neolithic circles like Stonehenge and temple complexes like Abu Simbel
were massive instruments built to watch the skies for signs of spring thaw
and autumn harvest, among other things. Similarly, the area near presentday
Cairo, where the Nile splits into its vast delta, has traditionally been the site where the river's annual flooding was measured by a variety of instruments
known as nilometers. A reliable warning for the rising waters could
mean the difference between a year of abundance and one of hardship.
It is worth noting that some of the earliest sensors were also aimed at supernatural
forces. Oracles, charms, and portents were seemingly attuned to
fates and spirits. Some holy figures specialized in reading animal bones and
entrails to understand forces at work in the world, while throwing a supposed
witch in a lake was once, it seems, considered a reliable sensor for
the dark arts.
Yet some efforts at divination actually prompted the development of what
we would now consider scientific sensors. The first magnetic compass was
mainly used to tell fortunes when it was invented in China during the Han
Dynasty, but it would not be used as a navigational tool either there or in the
West until about the 12th century C.E.^{\href{#endnotes-sensors-and-sensibilia}{1}} Until then, travelers navigated by
the stars, and of course the empirical study of astronomy was once highly
entangled with the prophetic efforts of astrology. Indeed, it was the celestial
circle of 12 zodiac signs that originated the geometric measure of 360
degrees, with each constellation assigned 30.
Many cultures tracked the movement of constellations not only to chart the
year, but also to find their bearings by night. The Greek astronomer Hipparchus
(190–120 B.C.E.) is credited with inventing both the astrolabe and
the armillary sphere, instruments used to predict the movement of heavenly
bodies, to navigate, and to tell time. Later, the sextant and alidade were
added to astronomers' toolkits for measuring and charting the sky.
Several Greek astronomers tackled seemingly impenetrable problems even
with these limited instruments. One of the cleverest of these experiments
was organized by the Greek polymath Eratosthenes (276–195 B.C.E.), who estimated the circumference of the Earth through a single well-timed measurement.
As the story goes, Eratosthenes learned that the sun would shine
directly down a well in Aswan, Egypt, at noon on the Summer Solstice,
meaning it was directly overhead—that is, roughly on the Tropic of Cancer,
the closest point to the sun at that moment. So Eratosthenes measured the
shadow of an obelisk in Alexandria at the same moment. Eratosthenes took
the distance between Aswan and Alexandria, deduced the arc of the planet's
curvature between those two points, and thereby calculated the planet's full
circumference with remarkable accuracy.
Although Eratosthenes probably estimated that distance by having a slave
count his steps through the whole journey, the ancients also developed several
instruments to measure distance and speed more precisely. The architectural
theorist Vitruvius (80 B.C.E.–15 C.E.) described the schematic for
an odometer, which would count a mile each time a vehicle's wheels clicked
through a certain number of turns. Nautical speed, on the other hand, was
measured with a knotted length of rope attached to a plank of wood tossed
overboard. As the ship moved, a sailor would count the number of knots to
pass through his hands, and thus gauge the distance the ship had covered
in a given span of time—often measured by an hourglass. This information
helped the crew estimate its position in the voyage, however roughly, and
steer the ship toward its port.
After the fall of the Roman Empire, the center of science and technology
shifted to the Islamic world. Scholars at centers of learning like Baghdad
and Damascus made many advances in astronomy, in particular, in order to
schedule prayer times and to plot orientation toward Mecca. Islamic scientists
were also accomplished chemists, and meticulously documented the
properties and transformational potential of different substances in search
of the alchemical shortcut to gold.
During the Renaissance, many new instruments and measures surfaced as
Europe slowly emerged from the Dark Ages and saw, in certain pockets, the
developing culture of the scientific laboratory. Among Leonardo da Vinci's (1452–1519) hundreds of inventions, he designed a hygrometer to measure
humidity and an anemometer to gauge wind speed. But perhaps the most
noteworthy scientific advancements during the Renaissance resulted from
precision optics for telescopes and microscopes. With these tools, scientists
were able to observe phenomena beyond the normal limitations of vision.
What was once invisible or imperceptible came into the realm of rational
scrutiny through these new instruments and sensors. The first telescopes
were invented in Holland for use on land and sea, but Galileo Galilei (1564–
1642) adapted the design to observe the moon, stars, and planets. Galileo
is also credited with the first thermometer, which he designed after noticing
the regular expansion and contraction of some liquids in response to
the ambient temperature. But the invention of the barometer by Galileo's
friend Evangelista Torricelli (1608–1647) is an especially interesting case.
Although changes in air pressure are largely undetectable to us, they are a
useful indicator of approaching changes in the weather. Thus, the barometer
is perhaps the first instrument that did not simply augment or quantify
a basic human sense like sight or touch, but rather produced an entirely new
capacity through the use of a tool. The philosopher Blaise Pascal (1623–
1662) reputedly carried a barometer up the Puy-de-Dôme to demonstrate
the drop in air pressure at higher altitudes.
During the political turmoil of the Reformation, when travel was not only
dangerous but expensive, many scholars corresponded and collaborated by
mail. The astronomer Tycho Brahe (1546–1601) was an especially active
organizer of networked data gathering. From his castle observatory in Denmark,
Tycho printed and mailed observation forms to a network of astronomers
spanning all of Europe. His compiled results were the most accurate
and comprehensive star maps of his time. The French astronomer Nicolas-
Claude Fabri de Peiresc (1580–1637) also made effective use of the postal
system to coordinate observation of eclipses by a dispersed group of scientists.
The collected observations allowed Peiresc to determine more accurate
lines of longitude and thus plot more accurate maps.
Determining longitude presented a far greater problem at sea, so the Royal
Society of London established the Longitude Prize with a sizeable reward
of £20,000 for anyone who could solve it. The answer turned to developing
a clock small and rugged enough to carry aboard a ship, but still accurate
enough to keep time with a central clock at a known location. The clockmaker
John Harrison (1693–1776) claimed the prize with his invention of
the marine chronometer. By synchronizing this clock to the one housed at
the Greenwich Observatory, a sailor could check the position of the sun
against the known time in Greenwich, which originated the Prime Meridian
standard in international timekeeping.
Several other Enlightenment discoveries directly resulted from increasingly
precise sensors. Joseph Priestley (1733–1804), the leading chemist of his
time, believed that fire was caused by the release of a substance he called
phlogiston—though no one had ever seen or even detected phlogiston.
Antoine Lavoisier (1743–1794) finally discredited Priestley's theory using
a scale accurate enough to show that matter does not become lighter upon
burning—as one would expect if it had really released its phlogiston—but
instead becomes slightly heavier through oxidation. For this feat Lavoisier
is considered the father of modern chemistry, though he still lost his head
during the French Revolution.
Another revolution, the industrial one, followed with a rush of inventions.
Looking back on this period, the philosopher Alfred North Whitehead
(1861–1947) once remarked that the greatest invention of the 19th century
was really the method of invention itself. This was a muted critique of the
relatively slow scientific progress amid the feverish technological push into
modernity.
The domestication of electricity in the 19th century was particularly transformative,
and it marks a turning point in the history of sensors for several
reasons. For one, electricity is the basis of the telegraph, the first instantaneous
communication medium. Electricity is, of course, also a source of
power, enabling sensors to be automated. Finally, many sensors today oper
ate through transduction, the conversion of a physical quantity like sound
or temperature to energy, often in the form of an electrical signal. Many of
the sensors discussed below, and many that we still use today, are reliant on
electricity in a variety of ways.
The 19th century witnessed the arrival of technology that recorded images
and sound. The first camera, which was unveiled to great fanfare in 1839,
required long exposures for its chemical treatments to capture an image.
But as inventors designed more sensitive film, the camera offered not only
greater accuracy and detail than any drawing, but could also capture phenomena
too fast and fleeting to be apprehended by the naked eye. Historians
see this as the moment when mechanical sensors were first treated
with greater credibility than the human observer, whose many biases and
limitations could derail the objectivity of their findings.
The photographer Eadward Muybridge (1830–1904), for instance, built an
elaborate array of cameras to photograph a horse at regular intervals through
the course of its stride. The photos were commissioned by the industrialist
Leland Stanford (1824–1893) to settle a bet over whether or not horses fully
leave the ground as they gallop. The resulting series of images captured each
stage of motion, conclusively showing that the horse does indeed lift into
the air as it runs. Here, the unique capabilities of photography settled an
otherwise intractable debate.
Likewise, the first sound recording technology enabled unforeseen possibilities
to analyze, archive, and manipulate sound. Sound is so fleeting
and inexpressible that we will never be certain what ancient languages and
music were really like, thus the advent of recording it was a rather dramatic
moment in the history of sensing. The first instrument that could record
sound was Édouard-Léon Scott de Martinville's (1817–1879) phonautograph,
which produced etches to represent a sound visibly, but could not
reproduce it audibly. These etches must have been novel and evocative, but
they were clearly static and limited. Thomas Edison's (1847–1931) phonograph,
on the other hand, was the first to both create and play back brief recordings from a wax cylinder. In both cases, the air pressure of the sound
waves would directly move a needle to inscribe its mark. With the invention
of magnetic tape in 1928, audio could be recorded in multiple takes, with
sounds overlapping other sounds, to create pieces more complicated than
the phonograph's recording of a single moment.
At the same time, medical instruments invented in the 19th century gave
physicians the ability to monitor a patient's pulse, respiratory rate, temperature,
and blood pressure. The physician René Laennec (1781–1826)
developed the stethoscope after watching children tap sounds to each other
through a long block of wood. Ludwig Traube (1818–1876) realized that
a patient's fever corresponded to the trajectory of illness and recovery, so
thermometer readings became a regular component of diagnosis and treatment.
With Scipione Riva-Rocci's (1863–1937) invention of the sphygmomanometer
in 1896, blood pressure became the fourth vital sign monitored
by physicians. Later, Willem Einthoven (1860–1927) was awarded the Nobel
Prize for inventing the electrocardiogram to measure the heart's electrical
activity through a string galvometer.
The first bedside monitor was used by the surgeons Aaron Himmelstein
and Martin Scheiner in 1950 to simultaneously monitor a patient's heart
rate and electrocardiogram during an operation. Vital signs were plotted
as waveforms on an oscilloscope, and alarms would sound if either one
reached a dangerous level. These monitors were common by the 1960s, and
soon their range of sensors expanded to blood pressure, respiratory rate,
and body temperature, among others measurements.
In the first half of the 20th century, astronomers too were probing for signals
that we cannot detect naturally. Telescopes sensitive to radio waves, microwaves,
or x-rays could scan and map energy from the distant reaches of the
universe. NASA's Search for Extraterrestrial Intelligence (SETI) famously
distributed the vast scans of its radio telescopes to volunteers whose home
computers would crunch data when they were not in use.
Astronomers have also used spectrometers to analyze the light emitted by
celestial bodies. Subtle shifts in the color of stars, for instance, could reveal a
great deal about their composition and activity. Edwin Hubble (1889–1953)
reasoned that the red shift of some stars indicates that they are moving
away from earth due to the continual expansion of the universe since the
Big Bang. Likewise, the gravitational red shift of Mercury when we observe
it from the opposite side of the Sun provided some of the first empirical
evidence for Einstein's theory of general relativity.
Meteorology also benefited dramatically from the technology that emerged
in the 19th century. In 1843, when many cities kept local weather data, Elias
Loomis compiled that information to draft the first synoptic weather map
depicting pressure fronts, wind movements, and weather conditions for the
entire eastern United States on a single day. But this had been compiled from
past data. He could only gather the data by post. But when the telegraph
network began to link American cities two years later, current weather data
could be gathered from a widely dispersed network of weather readings,
and the first broad picture of weather systems could be stitched together
from regular, recent data. In 1849, the Smithsonian Institution began gathering
weather reports from a dispersed network of 140 volunteers, and by
1856 it had compiled and displayed a daily weather map of the country.
As weather networks grew, meteorologists set up small, remote boxes called
weather stations to shelter sensors like thermometers and barometers as
they collected readings. For aerial readings, multi-purpose sensors called
meteorographs were mounted to kites or hot air balloons. In the 1920s, the
U.S. Weather Bureau dispatched a fleet of airplanes to gather weather data
across the country. In 1928, the first radiosonde, an unmanned weather balloon,
gathered high-altitude weather data and transmitted it back home via
radio. And in the late 1930s, meteorologists began using doppler radar to
map precipitation over entire regions.
In fact, the invention of radar and radio broadcasting are closely tied to
weather experiments. Following Heinrich Herz's (1857–1894) pioneering
work on radio waves, the physicist Alexander Popov (1859–1906) inadvertently
invented radar while he was trying to build a lightning sensor using
radio waves. Popov noticed that each of the ships he used to gather readings
were blocking each other's measurements, but that this offered an oddly
effective way to locate the other barges. Building on these findings, Gugliemo
Marconi (1874–1937) invented the first radio communication system
as a means to send telegraph messages wirelessly. The same pings that
we associate with a radar screen would, in this case, beat to the rhythm of
Morse code and send the message out over the air.
In this way, Marconi's wireless telegraph was strangely kindred to the wi-fi
and cell phone transmissions we still receive on the radio spectrum. The
staccato volleys of telegraph tones were quite literally digital, and they share
many qualities with the languages and encodings that circulate through
today's electronics.
Given the many uses we still have for the radio spectrum, it is worth recalling
that old technologies rarely go away. Weather vanes still perch on roofs
to tell the direction of the wind, mercury thermometers can detect a fever
in a pinch, and the magnetic compass is still an effective navigational tool.
Digital instruments are more common today, and in many ways more useful
for data analysis, but the story of sensors is vastly historical.
Although this section stops well short of the present day, it should illustrate
that sensors have played a massive role in human history. Much of what we
know about the world, we know through sensors that extend and quantify
our natural capacities. We can say with certainty if it was warmer yesterday
than it is today. We can reckon when it is midnight in Delhi. We have heard
the voice of Winston Churchill.
Sensors are also at the heart of communications media that enable us to
gather and distribute information. Many of the researchers discussed above
were only able to make progress in their work once they could gather data from a dispersed group of collaborators. Sensors enable us to investigate
what we simply cannot see, hear, or touch. These instruments have quite
literally provided us with new senses, and they are, as a result, the most difficult
to scrutinize.
\chapter{The Characteristics of Sensors}
Journalists considering whether to include sensor data in their own reporting
may want to evaluate their story, their goals, and the potential data
they need.
This section is intended as an aid for readers to understand the differences
between sensors and the range of characteristics they can have—thereby
helping them match the best tools to their needs. It should also be useful for
reporters who are looking for data; this set of continuums may help them
broaden the range of places they go looking for sources. The final use might
be for readers who want to examine other people's work with sensors, to
help them analyze whether the purported conclusions can be supported by
the underlying data production process.
The characteristics labeled below are only the ones that seem most important
and commonly applicable. It is not useful for us to work through every
potential characteristic of a sensor system. By way of example, most journalists
will want to consider their sensors' degree of accuracy and precision,
a few will need to consider power use, and almost none will need to consider
how old their sensors are.
These characteristics may be a function of an individual sensor, or a whole
sensor system.
\section{Measurement Qualities}
These characteristics primarily concern the data that a sensor produces.^{\href{#endnotes-the-characteristics-of-sensors}{1}}
\subsection{Sensitivity to Target Phenomenon}
Simply, the relationship between the amount of phenomenon the sensor is
intended to detect and the amount of the sensor's output.
\subsection{Sensitivity to Interference}
The degree to which a sensor's detection of the target phenomenon is influenced
by other factors. In most cases, users will want their sensor systems
to be insensitive to interference.
\subection{Precision}
The degree to which a sensor can produce a data that is exact.
\subsection{Range}
The degree to which a sensor can detect very little of the phenomenon, up
to a lot. For example, some accelerometers may have a range of only -2 times
gravity, to +2 times gravity, whereas others have a range of -4/+4 or greater.
\subsection{Linearity}
The degree to which a sensor's output is consistent across the whole of its
range. A temperature sensor has a high degree of linearity if it records temperature
to within 1 degree at -30 and +30 (and everywhere in between).
\subsection{Resolution}
This quality has two important facets: spatial and temporal. A sensor system
with high temporal resolution will produce data with lots of values in a
given time period. A sensor system with high spatial resolution will produce
data with lots of values for a given area.
\section{Operational Qualities}
These characteristics may act upon the previous set of qualities, but may
also affect how practical it is for journalists to use the sensors, or access the
sensors' data. We include these qualities here because of their relevance to
our case studies.
\subsection{Maturity}
A sensor system may be mature if it has been widely used, thoroughly tested,
and is not undergoing rapid functionality development. Sensor systems that
are immature are less likely to be suitable for applications where users need
reproducibility and reliability. A recently designed prototype water quality
sensor, for example, is unlikely to produce data that can withstand challenges
from stakeholders, or be used in courts to prove water is unsafe.
\subsection{Ownership}
Sensor systems may be owned and/or controlled by individuals, governments,
or private entities. Ownership may be relevant because it affects
whether journalists can access the data, where sensors may be placed or
moved, and which sets of laws govern the information the sensor is permitted
to collect. It will be difficult for journalists to access data from sensors
owned and operated by private companies. The operators of governmentowned
sensors may, for example, need to consider the United States Constitution's
Fourth Amendment restrictions on unreasonable searches.
\subsection{Autonomy}
Sensor systems can require various levels of proximate, immediate control
to operate. A handheld x-ray soil contaminant sensor is under close control,
whereas a camera mounted on a drone flying between preset waypoints is
under less immediate control.
\subsection{Operating Distance}
Various sensors are designed to work at different distances from their subject.
A Fitbit activity monitor only works if it is directly touching the subject,
whereas a satellite collects information at a vast distance (especially if
it is turned away from the Earth).
\chapter{What Can be Sensed}
Attendees at sensor reporting workshops and panels often ask, ``What can
be sensed?'' Unfortunately, that is a simple question with a complex answer.
There are a number of sources available to introduce journalists to sensing
possibilities. For electronic prototyping, lists of sensors can be found on
parts retailers including DIY stores Adafruit and Sparkfun, or online stores
like Mouser. Wikipedia also has a ``list of sensors'' page. The electronics
retailers divide their catalogue, into categories to guide buyers. Examples
include motion, sound, scanners, touch, and biometric. Wikipedia's categories,
on the other hand, mix technologies with applications; one ``type''
is chemical, another is automotive. In any case, browsing those sources
can help readers start to see what physical sensor parts they can buy is
theoretically possible.
However, note two points when it comes to the question of ``what can be
sensed.'' First, lists of sensors are long and defy consistent organization. Second,
logic and imagination have as much to do with answering that question
as do the technologies. In the case study to come about the Sun Sentinel's
Pulitzer Prize-winning investigation, sensors on tollgates registered times
and radio frequencies emitted by tags on cars driven by police passing
through known locations—from which the journalists derived identities,
their speeds and concluded 'criminality.' This is all to say that while no one
suggests that the journalists used a criminality type of sensor, or that Wikipedia
should include a 'criminality' section on its sensor page, but sensors
still helped prove that Florida cops were breaking the law.
Likewise, a Washington Post story based on ShotSpotter data — gunshots
sensed via sound — relied on the fact that explosions in a gun barrel cause
air-pressure changes (also known as sound waves); these were converted
into digital signals by arrays of microphones and pattern-matched by computers
to produce records of the gunshot locations throughout Washington,
D.C. The point here is that rather common sensors can feed data into processes
that apply various computations of complicated physics and produce
higher-level applications. Journalists have conducted further logical analysis
and combined other reporting processes to derive some insight into
the world.
At each of the steps—between physics, application, and insight—engineers
and journalists make decisions that affect what can be measured,
derived and the analysis that can be made. So, the question of 'what can be
sensed' has different answers depending on which step in the process you
are discussing. The answer can also change as journalists apply effort
and immagination.
\part{The Second Section: Case Studies}
\chapter{Case Studies: An Introduction}
This section will give readers a grounding in the current practice of sensor
journalism. Some of the following are cases of journalists using sensors,
activists using sensors, journalists using things that seem a bit like sensors,
and professionals piloting flying robots with camera payloads.
Each case study included here has practices to learn from. We see examples
of the techniques and equipment that journalists have discovered to report
their stories. We see the processes they developed to protect the communities
in which they work. We see journalists navigate the tricky questions
of what it takes to produce accurate data, and whether that's actually what
they're trying to do. (That's not as straightforward a question as it might
appear.) On an operational level, we see some indications of the budgets
involved —always of concern for newsroom managers but increasingly of
interest to frontline journalists as well.
The incorporation of sensors into journalism (and its adjacent fields) has
taken a few distinct styles. The first is to design one's own sensing process to
produce data from mature, commercially available equipment. Another is
accessing data from existing sensor sources. A third is designing prototype
sensing systems to produce data. Dina Cappiello, working at The Houston
Chronicle, and Alison Young of USA Today, had specific topics they wanted
to investigate. As part of their reporting process they went looking for sensors
they could personally operate to produce data to power their stories. At
the Sun Sentinel, Sally Kestin and John Maines negotiated for data from tollgate
sensors when they found it was the only way they could prove a com
monly held belief that Florida police forces were rife with speeding cops.
Journalists at the Washington Post also negotiated for sensor-derived public
records. They'd found out about a network of audio sensors operated by
the Metropolitan Police Department in Washington, D.C., and wrote their
story partially as an analysis of what the data described and partially as an
explanation of the police's opaque crime-fighting tool. Two of our case studies
cover projects where media makers have also become hardware designers.
One, WNYC radio's archetypal sensor project, The Cicada Tracker, was
started by a data journalist named John Keefe before it was adopted by a
community of electronics makers. The other, Public Lab's activist environmental
hardware development, might not even be journalism—but these
lines are blurring and it is a fascinating movement so we have levered it in.
We've included a case study about the NPR program Planet Money's use of
a drone, and its unintended camera sacrifice—both byproducts of technology's
improving bang-to-buck ratio and sensor miniaturization.
The format of these case studies will, we hope, satisfy readers who are familiar
with the projects and those who are reading about them for the first
time. The cases start by describing what happened: what the story was, how
it was reported, the kit, the facts, and how it was published. Then, you'll find
a section outlining the distinctive and notable elements of each case, before
reading some takeaway lessons for the journalism industry.
This collection of case studies is by no means exhaustive. Although we have
included drones, that is the highest altitude we venture. Out in space orbits
a whole fleet of satellites, public and private, carrying a bevy of remote sensors.
Newsrooms currently use satellite-derived data in their maps, and at
least one newsroom has current investigations that leverage infrared sensor
data and time-series of visible light images.^{\href{#endnotes-case-studies}{1}} In the early phases of the
research underpinning this report, we expected to have more examples of custom-built sensor projects to study. However, through our own activity
and through observing the mainstream of the profession, we found fewer
than expected examples of journalists building their own sensors. Costs and
the difficulty of producing accurate data have sunk journalistic projects of
that type.
While researching and writing these cases, three key themes emerged.
Journalistic sensing is often intertwined with community. The physicality
of sensing tends to mean that reporters have to work actually in their communities
and must consider how their activity will interact with the people
living where they are taking measurements.
Second, the journalists in these case studies learned as they went. They
found out about technology and researched its processes. Even the reporters
who had formal training or long experience in their specialized beats
had to study up to get the story right—and not just on the subject of their
articles (which journalists almost always do) but on techniques and practices
from professions outside their own.
And lastly, but crucially, these journalists were not collecting their sensor
data in isolation. Not only did they add context to the data, to make their
audiences care, they rendered colorful pictures of the affected people.
\chapter{Houston Chronicle — In Harm's Way}
In the words of environmental journalist Dina Cappiello, ``Houston bears
the environmental costs of the country's appetite for fuel.''
In 2002, while Cappiello was researching story leads for her impending
move to the Houston Chronicle, the south Texas economy was dependent
on the petrochemical industry. Unlike most large cities, Houston had no
zoning laws in place to separate its residents from oil refineries and Texas'
air pollution limits were orders of magnitude looser than other states'. Poor
neighborhoods sat right next to factories that periodically released toxins
in plumes of black smoke. They were widespread enough to have attracted
their own label: ``fence-line'' neighborhoods.
Cappiello was hearing stories from Houston residents about chemical rainfall,
followed by visits from oil-company employees who would offer free
car washes. One time after black soot fell, according to her sources' stories,
the companies had rushed around buying up children's toys that had been
left out in backyards.
But her reporting found that all evidence of abnormal air pollution was
anecdotal. Despite fence-line residents saying they got nosebleeds and
smelled a stench in the air, the companies maintained that regular monitoring
showed pollution releases were legal and posed no threat to health. The
Texas Commission on Environmental Quality (TCEQ) agreed.
In the Houston Chronicle's yearlong investigation that followed, Dina Cappiello
developed an innovative data production process that galvanized
attention, sparked political action and industrial changes, and provided a
template for future environmental pollution reporting. The missing part of
the story, as she saw it, lay in the gray area between the residents' anecdotes
and the denials from industry and state regulators that there was anything
to worry about.
Cappiello holds a bachelor's degree in biology from Georgetown and a master's
in earth and environmental science from Columbia University. That
education gave her a respect for hard data. So when she wanted quantified
and specific information about what was in the air around those fence-line
communities, she defined a core question: ``What was in the air, how much,
and was it enough to put people at risk?''
The EPA maintains a database of toxic releases. Factory owners report their
emissions into the Toxics Release Inventory (TRI). It includes records of the
planned emissions that are the day-to-day byproducts of normal operations,
combined with data about their unplanned chemical releases that often follow
some accident or mistake inside industrial plants. Cappiello could use
the TRI data to calculate the total amounts of air pollution released in the
Houston area, but she also wanted the concentrations—a key measure scientists
need to research health risks.
The official monitoring took samples only once in each six-day cycle and
TCEQ installed its monitoring stations away from the fence lines (although
the permanent stations were sometimes supplemented with mobile
monitoring trailers). Cappiello wanted data that had a higher spatial resolution;
so she could find out what was in the air right where individual
residents lived.
Her reporting focused on four neighborhoods—one each in Houston (Manchester/
Allendale), Baytown, Freeport, and Port Neches, where the nearby
industrial plants posed the highest risks of harmful exposure. Throughout
the Gulf Coast, community activist organizations had already developed DIY data collection techniques, but Cappiello couldn't trust they would
stand up to the government and industry scrutiny she expected once her
story was published.
To develop the Chronicle's process, Cappiello consulted Dr. Thomas Stock,
an associate professor of public health at the University of Texas Health Science
Center at Houston. His input could only be informal unless the team
was willing to go through the university's ethical review process for experiments
with human subjects (traditionally a long and arduous one).
The approach Cappiello settled on borrowed techniques from the oil industry's
safety practices. Workers in the industrial plants around Houston wear
chemical monitoring badges called Organic Vapor Monitors, made by the
3M Company. They're about the size of an ID card but round and designed
to hang off a shirt pocket or jacket lapel. They come in a small aluminum
can and when a pull-tab lid is peeled away, a charcoal pad at the back of
the badge starts absorbing chemicals from the air, a process called passive
diffusion. Depending on what one is trying to measure, a badge can collect
chemicals for days at a time. At the end of the test period, the badges
are capped and sent to a lab, where technicians extract the contents and
run it through a gas chromatograph/mass spectrometer. Bought in bulk,
the badges themselves cost about \$20 each, but analysis is extra: the Houston
Chronicle paid between \$100 and \$120 per badge to collect data on 31
chemicals, of which 18 were potentially toxic. Cappiello says the project's
cash costs hit \$20,000, after covering the badges, the processing, and the
reporters' travel and accommodation.
The story Cappiello hoped to write stood a high chance of attracting the
ire of the local industry, so by deploying the same equipment that the oil
refineries used to protect their workers, she hoped to be able to deflect at
least one line of attack.
In each of the four neighborhoods she would need to find 25 places to set
up the badges. The most powerful angle of her story was the toxicity of the
air around the residents' houses, which meant she needed to recruit volun
teers who were willing to hang the badges from trees, play equipment, or
awnings outside their homes. The newspaper wrote a letter in English and
Spanish, which Cappiello and her intern took with them as they went door
to door, sometimes delivering their pitch in person, sometimes leaving the