Youth arts microgrants as an organizing tool for the socially mobile, geographically isolated poor

I went to see the musical Billy Elliot with Chiara, Florence and Oona.  It was really awesome and I was surprised how some sections made this really powerful connection between state oppression of the Thatcher government against miners and internalized gender oppression within the mining communities.  I was really stoked when I overheard a young usher asking an older usher about the political context.  Another usher brought up the parallels between Reagan’s neoconservative policies in the U.S. and Thatcher’s policies in the UK.  The young usher followed up by asking “why do people say Reagan was a good president?”  The arts are a really powerful way to learn and think about the world, but they’re also inaccessible to many.

Florence and Oona have been interested in taking dance classes for a while, and they’re taking an elementary hip-hop dance class as part of their after-school care, but I think seeing a really impressive performance finally pushed them over the edge to try something more demanding.  Unfortunately, dance classes seem to cost around $150 for a 10-week session.  Our household could probably swing that once, but it’s pretty uncertain if they want to stick with it.

The arts are severely underfunded.   This sucks and we all know it.  People who want to fund the arts for youth tend to focus on funding arts institutions, which makes sense because they have the most leverage to foster arts programming in schools or communities.  I think a lot of this funding is directed at under-resourced communities without arts programming in schools or local arts organizations.  In Chicago, this might look like an established arts organization getting funding to offer free arts programming at a school or community center in an under-resourced area.  Again, this makes sense because it seems most fair to support communities with the least access and resources.

Still, this model of support leaves out poor children who don’t live in areas of concentrated poverty.  Their parents may have hustled to be able to move into a more resourced area for better schools or a safer environment while still facing many of the challenges of poverty.  These families seem to be isolated, because of the demands of overcoming poverty, from wealthier people in their community, and also from other families in their same situation living in other parts of their city.  While it is unfortunate that these youth can’t take advantage of programs or resources directed towards areas of concentrated poverty, the graver consequence is that it creates a situation where it makes more sense for parents with scarce time resources to end up struggling to get more opportunities for their children rather than struggling collectively to improve access to arts for an entire city’s children.

Also, school arts programs are awesome and crucial, but might be geared towards overall participation and accessibility and not offer the rigor that a kid who was really passionate about a particular art form might need.  I think this is particularly true of arts education for kids who are younger than high school age.

I’m interested in the idea of micro grants that low-income families could use to pay for things like dance classes or a trip to see the orchestra or some other kind of concert.  This would give low-income youth living in areas without institutionally-funded arts opportunities access to things like classes.  Moreover it would  help create a network of low-income families with a passion for the arts who could start organizing together to identify gaps in arts access and fill those gaps.  Also building this network could be a platform for using future waves of funding.

Does anyone know of anyone doing this kind of organizing with what I guess I would call the socially mobile, geographically isolated poor?  Or using micro grants to link people up with each other rather than just being a money hook-up?

Photo from Oude School via Flickr.

The Dimensions of Privilege

Chiara said she was frustrated after hearing a “public intellectual” speak to her class last night.  While some of his ideas were interesting, she said, there was no analysis of how privilege allowed him to have the life and work that he does.   He also didn’t seem to have any vision for a future where people without traditional privilege could participate as public intellectuals or cultural makers.

After her class, a classmate told Chiara that his parents helped pay his rent and that their support allowed him to attend school and live the lifestyle that he had.  In a similar conversation, a friend told me that parental support made it viable for him to make touring and playing music a big part of his life.

Disparities in privilege are a big deal, but can easily become a discourse that doesn’t go anywhere.  People with privilege often seem to get uncomfortable because they feel that exposing their privilege undermines the value or integrity of their work, beliefs or lifestyles.  The division of identities between privileged people and unprivileged people leaves little space for more complex experiences.  People who lacked economic resources but had other social capitol seem forced to pick sides, either ignoring experiences with poverty or fixating on it.

I’m interested in trying to understand how privilege works and find narratives of “I like my life and I’m able to lead it because of X, Y, and Z.” really helpful.  I just want the way privilege works to be transparent, without getting mired in analysis, guilt, or judgement.  I don’t want to define privilege, but want people to define it for themselves in their experience.

If you’re willing to talk to me about your experience of having privilege, hit me up.

Photo by Nicole Kibert / www.elawgrrl.com

Proposed TIF could help preserve affordable housing

Supporters of a proposed 49th ward rental improvement fund, who say it would improve rental stock and preserve its affordability, may be one step closer to their goal after Alderman Joe Moore introduced an ordinance at Wednesday’s City Council meeting.

Moore’s ordinance commended the Department of Community Development for its support of an eligibility study.  The study is the first step towards realizing the proposed improvement fund.  Betsy Vandercook, Moore’s chief of staff, said formal support could help the groups proposing the RIF find funding for the study.  “Joe is always open to any new initiatives or experiments for expanding affordable housing,” Vandercook said.

Rogers Park-based organizations Lakeside Community Development Corporation and Northside P.O.W.E.R.  developed the RIF proposal.  The proposed fund would provide grants for multifamily rental property repair and rehabilitation.  Grants could be used by landlords to bring a building up to code or for other improvements including brickwork, roofing, gutters and downspouts, windows and doors, porches, plumbing, heating and electrical systems.

Recipients of the grants would be required to keep rents affordable for 10 years.

Grants would be available on a per-unit basis and the amount of the grant would depend on the rent limits for the unit.  Rent limits would be calculated as a percentage of the area median income, a value determined by the Department of Community Development.  Based on the March 2009 AMI, the proposal listed an example rent limit for a two bedroom unit where the tenant pays all utilities as $404 at 30 percent of the AMI, $743 at 50 percent of the AMI, and $914 at 60 percent of the AMI.

The maximum grant for a single unit would be $17,500.  For multiple units, up to a total of $350,000 could be granted to a property.

The rental improvement fund would get money through tax increment financing.  Vandercook said the proposed TIF district was “very unusual” because it would be the first district in Chicago to cover an entire ward.  The TIF could generate more than $54 million according to estimates published by Northside P.O.W.E.R.

Eligibility studies, conducted by city-approved consultants, are required before the city can create a new TIF district.  The multi-stage study can cost hundreds of thousands of dollars said Rev. Marilyn Pagán-Banks, executive director of Good News Community Kitchen and Northside P.O.W.E.R.

Pagán-Banks said the idea of the rental improvement fund came out of concern over the loss of affordable housing in Rogers Park.  A wave of condominium conversions that happened in the mid-2000s “really hurt the rental stock in the community,” Pagán-Banks said , and affordable rentals were particularly hard-hit.  While the economic downturn has stopped the wave of condo conversions, the affordable rental housing stock that was lost is still gone, Pagán-Banks said.

The loss of affordable housing can affect other aspects of the community such as education, Pagán-Banks said, citing Gale, a Rogers Park school she said was “severely underenrolled.”  A decrease in a school’s enrollment can result in a decrease in funding, she said.

Cindy Bush, director of organizing at Northside P.O.W.E.R., is trying to meet with as many Rogers Park business owners and residents as possible to build broad-based support for the RIF’s eligibility study.  “Just about everyone we’ve talked to is on board with the notion of maintaining affordable rental housing in Rogers Park,” Bush said.

This does not mean that the proposal is an easy sell.  “The biggest reservation that I have heard is around the concept of TIF.”  Supporters of the RIF try to distinguish its TIF district from existing ones.  “We view the RIF as a reformed TIF,” Bush said.

Unlike traditional TIF districts, which calculate a tax revenue base line that remains static over the TIF district’s 23 years, the proposed TIF district would have a base line that could rise with the cost of living up to 1 percent per year.  This would allow taxing bodies to get additional revenue as their costs rise.

The RIF proposal indicates funds would be “use-it-or-lose-it.”  If unused funds reached a certain level, the RIF would receive no additional funds from the tax increment.

Pagán-Banks said that lack of transparency and community direction and involvement were two prime criticisms of TIFs.  The RIF proposal calls for the creation of a community-based board to make decisions about the fund.  It also calls for transparency through open meetings and the publication of financial statements.

Pagán-Banks also expects some concern from business in the ward as funds from the proposed TIF district would only finance improvements to rental housing and not commercial development.  Still, Pagán-Banks said, affordable housing allows people to stay in the neighborhood, which is “good for everyone.”

While the process to create the RIF started last year it is still in its early stages, Vandercook said.  Supporters of the proposal will work to fund the eligibility study and continue to develop community backing, Pagán-Banks said.  “If the community doesn’t support it, it’s not going to happen.”

A public meeting to discuss the RIF is scheduled for April 18 at 3 p.m. at Rogers Park Presbyterian Church, 7059 North Greenview Ave.

Ordinance would require TIF funds to be used for affordable housing

Backed by scores of city residents, Chicago aldermen introduced an ordinance at Wednesday’s City Council meeting that would allocate 20 percent of the city’s TIF funds to affordable housing.

The proposed ordinance could be a boon to Chicago’s Northeast side, which has been hard hit by foreclosures. Rogers Park saw 401 foreclosure filings in 2009, up more than 44 percent from 2008, a report from the Woodstock Institute, a research and policy organization that tracks foreclosures, showed.

A draft of the ordinance circulated Wednesday listed a dozen aldermanic sponsors including 49th Ward Alderman Joe Moore. “I have always been a staunch advocate of doing whatever we can to provide affordable housing,” Moore said, adding that he supported the ordinance because it was “pushing the envelope and thinking outside the box.”

“This ordinance will help me preserve our residential housing stock and help us keep it affordable to middle and working class families,” Moore said. “By having different pools of money to draw from, the alderman’s job becomes a little easier.”

Alderman Walter Burnett, 27th, is the lead sponsor of the proposal that is designed to rectify the city’s foreclosure crisis. At a press conference and rally sponsored by the Sweet Home Chicago Coalition and attended by members of a number of community organizations, Burnett said that Chicago had many empty houses because of foreclosure, eviction and the high cost of home ownership.

“We need to stabilize our communities by getting people in these houses. And the only way to do that is by subsidizing the cost with TIF dollars,” Burnett said.

The affordable housing ordinance’s lead sponsor is 27th Ward Alderman Walter Burnett (center). 28th Ward Alderman Ed Smith (left) and 49th Ward Alderman Joe Moore (right) also sponsored the ordinance.

The ordinance would require the city to designate at least 20 percent of TIF funds generated each year for the development and preservation of affordable housing.

The ordinance defines affordable rental housing as having at least 50 percent of the housing units affordable to households at or below 50 percent of the area median income, adjusted for household size. The Sweet Home Chicago Coalition calculated this value as $37,000 for a family of four. Affordable for-sale housing must be affordable to households at or below 80 percent of the area median income, $60,300 for a family of four. The ordinance also requires at least 40 percent of housing units developed with TIF funds be affordable at or below 30 percent of the area median income, $22,600 for a family of four.

Developers would apply for the affordable housing funds through a Request for Proposal Process administered by the Department of Community Development. The funds could be used to construct new housing units or to rehabilitate existing housing.

TIF, or tax increment financing, is a tool to help strapped local governments attract private development and new businesses . This financing method works by establishing special TIF districts. Public investment is used to encourage private investment in the district. The investment is intended to raise property values and encourage further development. Higher assessed property values would generate additional tax revenue. The difference between the tax revenue raised before an area receives the TIF district designation and the higher revenue gained after the designation is called the tax increment. This increment is used to recover public investment in the district.

The ordinance would not require every TIF district to use 20 percent of its yearly revenue for affordable housing. Instead, the city would draw 20 percent of its total yearly tax increment revenue from a combination of TIF districts.

Sweet Home Chicago’s analysis of Department of Housing statistics shows that, as of 2008, Chicago TIF districts had collected $1.3 billion, but just 4 percent of the funds had been used for affordable housing development.

Introducing the ordinance to the council, Burnett said there was a lack of state and federal funding for affordable housing, making TIF funds an attractive option. “I see it only fitting that the city of Chicago use the tools that we have at hand in order to make it possible not only to put some of the foreclosed properties back on the tax roll but also to put more affordable housing back in the community,” said Burnett.

Calling the ordinance “our own stimulus package”, Burnett said affordable housing could spur other development. “Traditionally we have seen that in most communities throughout the city of Chicago, affordable housing has been the initiative and the spark to start development in those communities,” Burnett said.

Burnett recommended that the ordinance be passed to the council’s finance and housing committees for further review.

political correctness

I loved David Wilcox’s Chicago Reader article Human Care Bears about the cultural framing of people with mental disabilities.  I am always profoundly frustrated by the way that critiques of critiques of language dismiss people feeling offended or having other deeply personal reactions to certain words.  Wilcox’s writing about the word “retarded” is much more nuanced in its exploration of language and the way it describes or fails to describe people’s experiences.  Wilcox explains how, having a sister with mental disabilities, his relationship with the word “retarded” is complicated and evolving he can find it degrading, employ it at times, and find himself apathetic about its casual use.

Wilcox writes:

Through most of my teens and into my early 20s, I never hesitated to correct someone if I heard them use the R word inappropriately.

And then I eased up. Not altogether—I still consider retard, when directed at someone with an actual disability, a degrading term, and I’m not afraid to say so. But when I hear an acquaintance or a stranger toss off phrases like “that’s so retarded,” it hardly seems worth it. If it’s someone I care about, who I know will actually listen, then absolutely, I’ll take the time to explain why it bothers me. Otherwise, in my experience, pointing it out has just made people defensive, made me look self-righteous, and ultimately never changed a thing.

In his article he manages to offer, in part, the “sustained, thoughtful discussion” that he finds so missing in our society when it comes to talking about the word “retarded” (and really the way that language offends and mediates our society).

I really like the way he explains that both “retarded” and seemingly positive representations of mental disability fail to represent his sister’s reality.

Read “Human Care Bears.”

Why j-school?

My last post explained what I was doing, but not neccessarily why I was doing it.  I had to answer some questions for the Medill website about the Knight Scholarship and I thought I’d share my responses here.

What was your undergrad major / graduation year? Did you work in your field of study after graduation?

I graduated from the Ohio State University in 2003 with a degree in computer science and engineering.  Shortly after that, I moved to Bloomington, Indiana where spent the next few years working a number computer-related jobs, mostly in the area of web-based software development, but spent much more time playing music and coordinating the Midwest Pages to Prisoners Project.

What interested you about attending Medill? (aka, why journalism and why now?)

Through my work with non-profits and grassroots community activist organizations, I was always engaged around the news and information in my community.  I felt like many of the roadblocks towards solving community problems that became framed as ideological conflicts were, at their roots, a result of an information gap within the community.  People didn’t understand what was happening, how government or institutions functioned, and the stories of different people with different orientations around community issues.  Journalism seemed like one of the fields best positioned to help meet the information needs of communities, and efforts such as the Knight Commission indicated that there was traction for framing the work of journalists beyond traditional news media.

I was also becoming frustrated with my role as a technology maker. I loved coding, but it was often an experience that was isolating from other people and from important things happening in the world.  Through networks such as the Allied Media Conference, I saw that there were exciting possibilities for using technology and technologically-mediated information to engage in the world, but I needed support to move in this direction.

Truthfully,my interest in Medill was the possibility of the Knight scholarship.  In any discipline it is tragically difficult to have the space of a year to switch gears, learn, and experiment while still being able to support oneself.  The possibility of the scholarship made my personal exploration seem possible.

Rich Gordon’s efforts to lower the barriers for hacker-journalists to develop formal journalism skills made me feel that there was a place for my interests at Medill and I thought that it was a pretty clever use of News Challenge funds in developing a framework for new journalism pedagogy rather than a technological framework.

Finally, as someone making music, I was already in the practice of telling stories and mediating information.  I felt wary of the information that could fit in a two or three minute song.  I wanted to have other storytelling abilities to complement making and sharing music.  Projects like Detroit-based MCs Finale and Invincible’s Locusts video (http://emergencetravel.net/node/7)  showed that there could be a complete integration between music and storytelling about news, community, and history.  For me, I felt like the structure of school could help me learn to research and tell stories that had a similar impact.

What role do you see in the future for programmers/developers/electrical/engineers in journalism?

I think there are probably many new roles, especially regarding building and maintaining new platforms, but I am most excited about the emergence of hacker-journalists.  Just as a photojournalist tells news stories through photos, the hacker-journalist tells stories through data and applications.

Can you postulate a bit about what technical folk bring to the journalism table? How will journalism benefit from your POV? (Aside from solving the billing crisis, of course.)

More than anything, technical folk bring a different perspective, different practice, and experience solving different but potentially analogous problems.  There are many, many outside perspectives that could benefit formal journalism and while I’m grateful that I received a scholarship to help fuse my technological practice with formal journalism training, it is extremely unfortunate that there aren’t similarly specific opportunities for people like untrained community journalists reporting from communities under-served by and underrepresented in the media.

Journalism will benefit most from my point of view not so much as a developer, but as a free/libre/open source software (FLOSS) user/developer.  I think that the best of FLOSS practice can bring three things to journalism.  First, FLOSS projects often try to make information free, useful, and don’t presume how users will find their tools or the information that it mediates useful.  Second, successful FLOSS projects build on a base of collaboration and community.  Finally, many FLOSS projects have a goal of sustainability that is more nuanced than the simple profitability of the software products that are produced.

Back to school

I haven’t written here in a while and that’s largely because of going back to school.  At the beginning of January, I started a one-year MSJ program at the Medill School of Journalism at Northwestern University thanks to a scholarship from the Knight Foundation (read an article in Time about the scholarship).

Even with the funding, it was a hard decision to go back to school.  I’ve been surrounded by people doing awesome things, often in non-formal ways, without the support or constraint of school, and part of me felt like going back to school was a form of procrastination.

At the same time, the structure of school is really helpful to me in the way it balances my perfectionist tendencies.  It gives me a starting point.  All the possibilities for making things – the new programming languages I could learn, the songs I could write, the things happening in the world that I want to explore are so vast that I can easily just spin my wheels.  Having deadlines, project constraints, and even grades helps me to just do it and accept that there are things that I don’t do very well and have to get better at.

I also really love the way school makes me think about lots of different topics from the latest current events to how a municipality raises money, dissecting the way a news story works or doesn’t work effectively, debating the ethics of airing an unauthorized conversation with an accident victim trapped in her car. On face, I don’t know how interested I am in any of these things, but I love the process of inquiry and trying to link these ideas with things that seem more relevant to me or with some broader context.

All my classmates are really smart, and I think that it’s a good challenge for me to have to realize that people can come to a smart, critical perspective without all of the experiences that I always assumed make people smart and critical.  This is a ridiculous thing to realize, I know.  A classmate told me I was inquisitive and it’s hard to tell whether or not that was a euphemism. Somewhere along the way, whether it was because of grades, parental or teacher validation, the apathy of other students, I got the notion lodged in the back of my head that I was smarter than everyone else in the class. Going back to school when I’m more mature, and being around people who are smart and engaged has forced me to sit back and listen to others’ questions realizing that the time and space I take up is time and space I could be taking from someone else who has something smarter or more interesting to say or ask. It forces me to self-check whether my questions are really questions that I have or a performance of my identity as the kid who asks questions or brings a certain adversarial critique to the discussion.

Still, I feel like many of my classmates and I are looking to get different things out of school.  I’m glad that I got funding to go to school because I think that paying a ton of money to go to school, any school, can make you pretty risk averse or anxious about whether or not you get your money’s worth.  The program at Medill is only a year, which is good because it doesn’t eat up years of your life, but hard too, because it doesn’t give you much room for experimentation.  With the short time and high costs, there’s a lot of pressure to have a clear idea about what you want to do, get the skills you need to do it, and get out.

I think that both engineering, my undergraduate discipline, and journalism have very practical educational traditions.  This is great because I’ve been spending a significant part of my past weeks walking around Chicago neighborhoods, taking photos, recording audio, and talking to people.  On the other hand, there’s not as much space for trying out new ways to do things.  While there are “innovation projects” that many students can take, the goal of the program seems to produce graduates who have skills that will serve them well as working journalists, and I think that this is what a lot of students, at great expense, come to school for.  I see school less as a place to personally retool and more as a place where you can try out things that just aren’t possible or are too risky at a commercial media outlet, or where there aren’t the resources at an independent media organization.

Learning the basics of traditional newswriting has made me appreciate old-school journalism in a way I never did before.  There’s a craft that becomes apparent when one of my professors, a seasoned reporter, recasts a sentence you wrote and, like magic, it’s just better.  It has also made me understand media bias in a new way.  Within the constraints of time or space dictated by most of my stories for classes (meant to simulate those you would find writing for a newspaper), and writing for a broad audience, it was really scary to see how tame my stories turned out.  In everything I’ve written, even the things that are really bland, there have felt like a million editing decisions as part of the process.  I think that conveying information in a way that feels true, but is also compelling takes an incredible amount of time and practice.

In general, studying journalism is making me a better listener. Starting to talk to people with an angle in mind for a story is frustrating because, when I start talking to people. I can quickly realize that this really isn’t the story or that it will take much longer than my deadline to flush it out. But, even if I don’t get what I’m looking for, I still get the chance to have to listen, really listen to what someone else is saying about their experience, and I think that this can be a rare opportunity in today’s world. I’m am struck by how the competitive nature of mainstream journalism subverts listening. I don’t see how one can really explore the nuance of complex issues if you’re constrained to a certain number of paragraphs or have to file a story in a few hours. There is a craft in people who try to successfully navigate these constraints, but I’m convinced that there is also a need for media that isn’t mediated by these things.

Doing beat reporting has made me listen to the city in a different way also.  With each story, I see a different overlay of the city.  It might be graffiti one week, grocery stores the week before, foreclosed homes the next.  Jumping between these different areas of focus exposes both how vast the city is and also how much of it I can miss.

In j-school, I see such a struggle to shift from old media paradigms to new ones.  I’ve heard professors refer to citizen journalists at hobbyist or as competition for professional journalists, but there’s very little discussion of how bloggers and other community media makers are mediating and transmitting information that the mainstream media has no interest in dealing with.  It’s easy to talk about information in terms of the medium – print, broadcast, interactive – instead of the ways people use the information, or want to use information, or want to discover information.  There’s also a strict dichotomy between journalist and audience rather than seeing both as participants or part of a community.

The language of many of our lectures, even the future facing ones talks about the business of media or journalism. I see media as an ecosystem where business is part of the system, and maybe even an essential part, but where there are many components that are needed to maintain a healthy, sustainable flow of information. There’s a lot of messaging that seems intent on building confidence that graduates can find work in the remnants or next iteration of mainstream media. I wish there was some space for people who might be interested in participating in the rest of the ecosystem or putting the kinds of stories that people want to tell or the information they want to mediate first rather than the spaces where they can be told.

There must be spaces where the success or failure of an idea isn’t dictated by its market viability or practicality.

Cuts

A CTA Red Line train arriving at the Loyola stop

A few days into the recent CTA cuts and it really doesn’t seem that bad. The Tribune even seemed to struggle with its coverage when some people were saying their transit experience after the cuts sucked and other said it was fine, which is pretty much how the discourse over the quality of CTA service always goes. What is kind of terrifying is how different people’s experiences can be in the same city, riding the same transit system. It seems like a metaphor for the hopelessness of looking outside of one’s own experience.

Importing relationships into CiviCRM

As part of my work at the Center for Research Libraries, I am investigating different Constituent Resource Management (CRM) systems.  One of the options is CiviCRM, a popular FLOSS CRM.  As CRL is, in large part, a membership organization, I wanted to see if it was possible to represent the basic information that we keep about our member organizations in the CRM.  I found that data entry through the web interface was pretty slow, so I wanted to experiment with CiviCRM’s contact import capabilities.

CiviCRM lets you define multiple, arbitrary relationships between contacts. This is how we can connect individual contacts with their institution (for instance the Librarian Councilor or Purchase Proposal Representative) or organizational sub-units (a particular library branch) with the parent organization.

Here is an example of part of our paper member information form that shows that sort of information that we collect about a member institution:

Screenshot of CRL's member information form

CiviCRM also lets you import contact information and relationship information through comma separated value (CSV) files. However, there are a number of things that need to be configured in order to get this working properly.

Need to have contact types configured correctly for the relationship

This is configured at Administer > Options List > Relationship Types

When you create a new relationship, it sets Contact Type A/Contact Type A to any contact type. This works fine if you are defining relationships within CiviCRM’s web interface, but doesn’t work well when importing contacts. This is because CiviCRM will not be able to correctly match the related contact if the contact type is not explicitly set.

In the case of our “Librarian Councillor of” relationship, Contact A is an Individual (the member organization librarian) and Contact B is an Organization (the member organization):

Configuring a relationship in CiviCRM

Need to update strict matching rules for individuals

CiviCRM has configurable matching criteria for identifying and merging existing duplicate contacts and for updated existing contacts based on import data. This feature is documented in the CiviCRM documentation page Find and Merge Duplicate Contacts.

The matching criteria can be configured at Administer > Manage > Find and Merge Duplicate Contacts. By default CiviCRM defines Strict and Fuzzy rules for each contact type. CiviCRM uses the strict rule when importing contact data. However, the default rules might not fit the data that you have. For instance, by default, the strict rule for matching individuals puts all the weight on e-mail address. For many of the contacts, however, there is not an e-mail address. So, I had to update the Strict rule for Individual contacts to also match on First Name, Last Name, and Phone Number. Note that I set the weight so that all three values must match for CiviCRM to consider the contact a duplicate:

Configuring the duplicate matching rules in CiviCRM

If you don’t configure these rules correctly, you will get duplicate entries when you try to import your contact relationships.

Need to only have one relationship per CSV import file

This is one of the most confusing aspects of the relationship import process. Initially, I tried to put all the relationships in the same CSV file that I used to import the individual contact:

First Name,Middle Name,Last Name,Job Title,Individual Prefix,Individual Suffix,Street Address,Supplemental Address 1,Supplemental Address 2,City,Postal Code Suffix,Postal Code,Address Name,County,State,Country,Phone,Email,Note(s),Employee Of, Librarian Councillor of
Jane,,Doe,Head Librarian,,,123 Fake St.,,,Springfield,,12345,,,Illinois,,123-456-7890,jane.doe@sample.edu,,Sample University, Sample University

That is, in the last 2 columns, I specify that the individual contact (Jane Doe) is an Employee of and the Librarian Councillor of Sample University.

This doesn’t work! I can only specify a single Individual -> Organization relationship in each CSV file. So, I need to break out the Librarian Councillor of relationship into a separate CSV file:

individual_import.csv:

First Name,Middle Name,Last Name,Job Title,Individual Prefix,Individual Suffix,Street Address,Supplemental Address 1,Supplemental Address 2,City,Postal Code Suffix,Postal Code,Address Name,County,State,Country,Phone,Email,Note(s),Employee Of
Jane,,Doe,Head Librarian,,,123 Fake St.,,,Springfield,,12345,,,Illinois,,123-456-7890,jane.doe@sample.edu,,Sample University

librarian_councillor_import.csv:

First Name,Middle Name,Last Name,E-mail,Phone,Librarian Councillor for
Jane,,Doe,jane.doe@sample.edu,,Sample University

I will first import the contact CSV (individual_import.csv), then the relationship CSV (librarian_councillor_import.csv).

Need to include fields in CSV so that matching rules will work

Note that in the above example, I have to be sure to include enough information for our matching rules that I defined before to match Jane Doe to her existing database entry. So, I need to have either an e-mail address or First Name, Last Name, and Phone number.

Need to tell import process how to handle duplicate contacts

When importing the relationships, we will already have imported the individual contact information. So, we just want to update the existing individual contact record to reflect their relationship with their organization. So, we need to set the For Duplicate Contacts option of the import settings to Update.

Configuring CiviCRM import settings

Need to set up relationship import field mappings correctly

The field import mapping setting that I needed for the relationship import file (in this example librarian_councillor_import.csv) wasn’t immediately obvious to me. Here is a screenshot of the configuration that worked:

Configuring import field mappings in CiviCRM

Note that the Librarian Councillor for field in the CSV if mapped to the Library Councillor of relationship (that I defined at Administer > Options List > Relationship Types) and that the option of this mapping is set to Organization Name so that it will try to relate the imported contact to the existing organization contact record with the name specified in the CSV file.

Summary

So, it is possible to import both individual and organizational contacts into CiviCRM as well as the relationships between them. However, this could be tedious because each relationship type must be imported in a separate file. One possible solution would be to have a master spreadsheet that is used to input contact and relationship data. Then the spreadsheet programs filters/macros could be used to export appropriate CSV files for importing the contacts and relationships into CiviCRM. The import process is still somewhat complicated, so it seems best to do have systems staff assist with an initial mass import and then have future contacts input manually through the web interface.