Remote Presentation and Perception Matrix for Social Tools

Today I did something I had never done before (actually a few things) I sat in my office in my home and gave a live web video presentation to a conference elsewhere on the globe. I presented my nearly all new presentation, Keeping Up With Social Tagging to the Expert Workshop in: Social Tagging and Knowledge Organization - Perspectives and Potential that was put on by the Knowledge Media Research Center in Tübingen, Germany.

Remote Presentation Feelings

While the remote video presentation is normal for many people inside their large organizations and I have presented at meetings and conferences where my presentation was provided to other location on live video feed (my recent Ann Arbor trip to present at STIET was HD broadcast to Wayne State in Detroit), this home office to conference presentation was new to me. The presentation and video link used Adobe Connect, which allowed me to see whom I was talking to, manage my slides, text chat, and see myself. This worked quite well, much better than I expected. I did have my full slide presentation in lightroom view set up in Keynote on my external monitor on the side and used Awaken on the side monitor as well to help with timing.

The ability to get feedback and watch the attendees body language and non-verbal responses was insanely helpful. I have given webinars and done phone presentations where I had not visual cues to the audience responses, which I find to be a horrible way to present (I often will expand on subjects or shorten explanations based on non-verbal feedback from the audience). Adobe Connect allowed this non-verbal feedback to be streamed back to me, which completely allows me to adjust the presentation as I normally do.

One thing that was a wee bit difficult was having to change focus (I suppose that comes with use and experience), but I would watch audience feedback while presenting, peek to the side to see where I was with time and slides (to work in the transitions), but would then try to look at the camera to "connect". Watching myself on the video feedback the moments I would try to connect through the camera I would open my eyes wide as if trying to see through my iSight and boy does that come across looking strange on a close range camera. I also (unknown to myself until recently watching a video of another presentation I had done) use a similar facial expression to add emphasis, I am realizing with a camera as close as it is for web presentation also really looks odd. I am sort of used to listening to myself (normally to write out new analogies I use or responses to questions), but watching myself in playback from that close of a range is really uncomfortable.

One thing I really missed in doing this web video presentation was extended interaction with the attendees. I rather enjoy conferences, particularly ones with this focussed a gathering as it makes for great socializing with people passionate about the same subjects I am passionate about. I like comparing note, perceptions, and widely differing views. It helps me grow my knowledge and understandings as well as helps change my perceptions. Live face-to-face conversation and sharing of interests is an incredibly value part of learning, experiencing, and shaping views and it is something I greatly enjoy attending conferences in person. I am not a fan of arriving at a conference just prior to a presentation, giving the presentation, and then leaving. The personal social interaction is valuable. The video presentation does not provide that and I really missed it, particularly with the people who are so closely tied to my deep interest areas as this workshop was focused.

New Content in Presentation

This presentation included a lot of new content, ideas, and concepts that I have not really presented or written about in as open of a forum. I have received really strong positive feedback from the Faces of Perception, Depth of Perception, and Perception Matrix when I have talked about it with people and companies. I have included this content in the book on social bookmarking and folksonomy I am writing for O&Reilly and pieces have been in public and private workshops I have given, but it was long past time to let the ideas out into the open.

The components of perception came about through reading formal analysis and research from others as well as not having a good models myself to lean on to explain a lot of what I find from social computing service providers (web tools in the Web 2.0 genre as well as inside the firewall Enterprise 2.0 tools) as tool makers or service owners. The understandings that are brought to the table on a lot of research and analysis is far too thin and far too often badly confuses the roles and faces of the tool that are being reviewed or analyzed. In my working with tool makers and organizations implementing social tools the analysis and research is less than helpful and often makes building products that meet the user needs and desires really difficult. I am not saying that this conceptual model fixes it, but from those who have considered what it shows almost all have had realizations they have had a less than perfect grasp and have lacked the granularity they have needed to build, analyze, or research these social tools.

I am hoping to write these perspectives up in more depth at some point in the not too distant future, but the video and slides start getting the ideas out there. As I have been walking people through how to use the tools I have been realizing the content needed to best us the model and matrix may take more than a day of a workshop of even a few days to get the most complete value from it. These tools have helped me drastically increase my value in consulting and training in the very short time I have used them. Some are finding that their copying of features and functionality in other social services has not helped them really understand what is best for their user needs and are less than optimal for the type of service they are offering or believe they are offering.

The Elements in the Social Software Stack

When thinking through social software (also known as social computing, social media, and social web) I have been influenced by many ideas, but at the core there are two things that stick in my head: 1) Good visualization; and 2) Object-centered sociality. Getting the two to mesh, while accounting for most of the important components of social software has been really difficult for me to square for quite some time.

One of my starting point for visualization has been Gene Smith's wonderful honeycomb adaption of the social software building blocks. The strength of the graphic is having identity at the core of the social interaction. The honeycomb allows Gene to display many different services deployed has the pieces of the social software stack (stack is a collection of elements that comprise a whole set of services).

One of the things with Gene's graphic that has always bugged me is I have not been able to square it with the object also being at the center of the social interaction. A second piece that also bothered me is it did not account for the action element of collaboration (people working together as part of a group or team to build something, while acting with one goal as their focus, which can be a broad goal). Collaboration is central to nearly every enterprise or work organization effort (directly or tangentially) I am or have been involved in professionally, so I feel it is essential to include it.

Object-Centered Sociality

It was through reading Jyri Engeström's blog post about "Why some social network services work and others don't — Or: the case for object-centered sociality" that I came to have familiarity with Karin Knorr Cetina's object-centered sociality. It was through the repeated mentioning of this Knorr Cetina concept by Rashmi Sinha in her presentations and from personal conversations with Rashmi that the ideas deep value sunk in (it is a concept central to Rashmi and Jon Boutelle's product SlideShare).

Knorr Cetina's work brings into view the individual and the object as central elements in social interaction. She proposes physical objects, around which discussions take place help focus and start conversation and other social interaction between and among people. In her and Urs Bruegger's  journal article "The Market as an Object of Attachment: Exploring Postsocial Relations in Financial Markets" in Canadian Journal of Sociology 25, 2 (2000): 141-168, they state:

One characteristic of the present situation is that perhaps for the first time in recent history it appears unclear whether other persons are, for human beings, the most fascinating part of their environment. Objects may also be the risk winners of the relationship risks which may authors find inherent in contemporary human relations.

The short of this is the person may not be the sole focus and possibly the person is not the focus of social interaction as the objects being discussed in social interactions is the focus for the people and take the role of the most interesting element in the social discourse.

When we look at social web services like Flickr we see the photos that a person takes and shares are the focus of social interaction. It is around these objects that the conversation takes place. Jyri Engeström calls these objects of social focus "social objects".

It is these social objects that are in need of being accounted for in a visualization of the social software stack. While in Germany for the most recent IA Konferenz I wanted to include his more fleshed out understanding of the social software stack, in this case it is actions or components that comprise sociality from the perspective on an individual in a social environment. I really wanted a graphic that brought these elements together so I could talk through it more easily in a workshop on the foundations of social software and tagging. The visual model is this Venn diagram that I put together sitting in the hallway for an hour or so. While it is not as interesting as Gene's graphic, for me it is a much better representation of the important components in social software if your goal is wanting your service/software to work optimally.

Explaining the Graphic

Yes, the inclusion of the object into the graphic is given a central focus  equal to that of identity. Identity and the object are the two important elements that comprise the social software stack. All elements that are represented in the graphic may or could be seen by others and are triggers for social interaction with other people (yes, the interaction can be with just other objects, but that is another subject I am not addressing in this writing). This ability to see all the elements represented is the social aspect of the software service. The overlaps are where there are direct interactions. But, there is a specific order to the revealing and relevance of each of the elements after the identity and object are shown.

The order is important because if one leaves out an element (or does not account for the elements in some manner) the next step is really not going to be capable of being fully realized and there will be a weakness in the social software. I can not stress this enough, this is not a list of items to pick from, but if you want to have reputation in the system there previous elements really need to be in place or accounted for through using an outside service that can be pointed to or brought into the service through using an outside service.

Order of the Elements

The order is: Identity and Object; Presence; Actions; Sharing; Reputation; Relationships; Conversation; Groups; and Collaboration.

The colors were chosen so the bridging elements were orange and fit with the color scheme of my company and the usual slide templates I use when presenting (orange with blue highlights, text, and accents). After I built the graphic I realized the similarity to a finance industry logo, but when playing with other color combinations the graphic lost its punch and also did not fit within the color scheme of my long used slide template, so I have left the colors alone.

The Elements in the Social Software Stack

The Central Focus

Identity

Identity is comprised of the information about the person using the social software tool. Often the identity is a built upon profile information such as name, username, location, personal website, e-mail, photo or avatar, and sometimes the person's age. These pieces help others recognize the person and can carry associations from other interactions and/or services to the current service (that is if the individual wants this cross-service tracking). Contact information is normally required for setting up an account so the service (and the people running the service) can communicate with the person. Sometimes the contact information is shared if the person using the service permits the sharing of the contact information with other people using the software/service.

Identity is also augmented through the inclusion of usernames on other services and sites the person contributes to or has an account on. This cross-service identity helps people who use other services to find their friends and contacts more easily. The cross-service identity also helps tie others understanding of the identity and possibly reputation as understood by other people. Cross-service identity connecting can also be used for aggregating content that an identity shared on another service into a new service.

Identity is included in the focus on object-centered sociality as it is people who are being social around the object. It seems that there is a codependent relationship between the person (their perceptions as expressed through their interest and actions around and about an object). The identity is a pivot to learn more about these understandings for a richer understanding by those reading/consuming what has been shared. This is much like the object is a pivot to find others who have interest in the same type of things.

Object

The object is the core focus of object-centered sociality and in this representation with one identity interacting it is part of the the codependent at the core of the graphic. The object is the center of the sociality. The object is what is being shared with others. This shared object may be a photo, bookmark/link, video, statement, or other matter. The object may be digital or non-digital in nature. Lastly, the object can also be what is being built in a collaboration-focussed effort.

Active Elements

Now that we have the cornerstone set of the two main components for sociality we can start looking at the elements around these two components. Again, these actions and elements are in a specific order that build upon the previous elements. These are active elements because they are either actions or are the result of sets of actions.

Presence

The identity is often built around static profile information, but people are not static as they have lives they lead and people have locations and tasks they perform that provide context for understanding perspective of statements or related actions. Presence can be a simple as Twitter's question of "what are you doing?" It can also be location, time, availability, and/or activity. These provide others a glimpse of understanding, or at least a hint of the identity's perspective.

In the case of Twitter and similar services the statement of presence is not necessarily related to another object, but the presence statement in and of itself acts as the object. In the case where presence is the object, the object is directly related to the person and not an external object. The presence statements may or may not be shared with others as the understanding is quite helpful information for the individual for later recollection as to why they made other statements or actions.

Actions

Using stated presence or the inferred presence, as the actions connote presence around an object that action is taking place around. The actions are what is being done as an expression communicating  to one's self or to others what they understand. This may be as simple as just expressing interest (even if the interest is negative). These actions are expressions of the person's understanding can take the form of annotation, messaging, modification of the object, commenting, rating, tagging, flagging or favoring, storing, naming, etc. The actions are tied to the person who is taking the action and linked to the object around which they are taking the action. These actions are are in most cases the some form of adding data or meta data to or around the object.

In social bookmarking in del.icio.us the object is the link expressed as the URL and the person is taking the action of saving the link and is likely also annotating and tagging that link for at least their own retrieval.

The actions always include the identity and the object (which may be the person's own identity and presence). Actions may or may not be shared with others. As many services provide public, selective, and private access to the information and actions.

Sharing

The act of sharing is where we finally start fully acknowledging social actions. The presence and actions elements can be private, if the person behind the identity wishes. Sharing is the social action that opens up the capability for all others (or only others whom have been given permission) to see their actions and possibly presence around an object. This can also include opening access to an object for others to see and others to add their annotations and actions around the object. This includes open annotations of other's openly shared objects or objects shared to a closed community to which the person has access.

Reputation

Shared presence and actions are the elemental building blocks for reputation. Reputation can build upon something as simple as existence on a service, by having an identity there. Reputation grows based on the interpretation of others based on shared presence and actions.

The actions that build reputation can be through the content that has been created by that identity. Others' understanding grows through seeing annotations that are by an identity (ratings, notes, comments, what is shared, etc.). Others also see actions that have been attributed to the identity, which may not be the direct actions that are seen, but can be actions of stating a relationship, joining a group, rewards (top contributor, etc.), or other indirectly perceived action.

The volume of actions also builds reputation. This can be the breadth of actions or breadth of subjects covered. Volume can also be depth of actions. Depth is how many in a subject area and/or the depth of understanding showed on a subject.

The breadth and depth lead to understanding of quality. Quality is often attributed by others based on their own perceptions and understanding. Perceptions, as we know, vary from person to person and that builds trends of reputation. Quality is also interpreted through perception. These interpretations are can be reflected in what others actions taken around an identity (identity can be the focal object in this activity) such as rating contributions made by an identity, favoriting/holding on to the actions of an identity (comments, their favorites, etc.), electing to follow the actions through subscribing or other similar actions, etc. Others may also write about an identity to express and understanding of the identity.

Relationships

Based on reputation people chose to interact with that identity. Through interaction  relationships are established or built. This may be explicitly stated in some manner (the "connection" or "collaborator" or "friend" distinctions in some social services are examples). Relationships may also be an inferred relationship based upon actions. The inferred relationship is through another's actions of following, subscribing to actions, annotating an object, or other actions.

Relationships may be causal (as result of actions) or intended. The breadth of the relationship needs also be considered. A relationship between people or their identities can be based only on a precise subject matter or many distinct subjects in a granular social manner. The relationship may be more broad-line by encompassing most subjects that around a person and their identity.

There is rich derived value that can be built upon through identifying and understanding the granular subjects of common interest between people. The relationship can be one that is expansive, in that one person or both are learning and exploring new ideas and material through the shared experiences and shared understanding of the other. Understanding that a relationship is only as broad as a similar interest(s) (it does not have to be the same polarity (like/dislike)) such as for acoustic bebop jazz will help framing the relationship for what is shared, followed, and interaction made around.

Conversation

A relationship predicated on some understanding of reputation (remembering that it may be a rather thin understanding of reputation) provides a good foundation the next stage, conversation. The conversation is most often with an identity about or around an object.

The conversation may be a 2-way or multi-directional. This communication may be a synchronous live conversation or asynchronous over time (message boards or other services what allow comments or time ordered annotations. The conversation in a social environment is open and often around an object (keeping in mind the object may be a person's presence statements as in Twitter).

These conversations may be structured through form-based forums or listserves. The conversations may be free-form as in Consumating'sflirting through tagging or other open communication structures.

Groups

It is in the conversation (derived from relationships based on reputation) that people with similar interest come to the point where they want a more formal relationship so to have more focussed communication and sharing and these people form a group. The group is a sub-set of the whole service, as in Ma.gnolia's groups for sharing social bookmarks (Ma.gnolia's groups can be open to all or they can be closed and not seen). The sharing is a collective understanding of the group with each individual identity openly sharing their actions around that subject matter or interest. The group is normally comprised of trusted listeners who have a relatively strong understanding of reputation. The group is a collective voice what accounts for each voice. There does not have to be a common goal other than sharing information around (tightly or broadly clinging to the subject of interest) and each voice matters in the group.

Collaboration

Groups working often leads to collaboration where not only are people openly sharing information as individuals, but aim to work together to build objects. One example of this is a wiki where there the object is the development of a page or set of pages built through a collaborative process. The collaborative process has one goal (explaining a subject in the case of a wiki) and the group works with a single focus and intentionally becomes a single voice. The object being built may be text content, video with different production tasks and skills needed, other media, an application or service, or other object (physical or digital). Central to collaboration is an understanding of what is being built. Collaboration is most often iterative though building upon what is there with the goal of improving it.

Summary

A walk through the elements in the social software stack should provide an understanding of the progressive relationship between the elements. The aim is for this to be used a guide to think through building and implementing social software. I talk to many organizations that are trying to get to collaboration but are missing some or many pieces of the social software stack that collaboration is built upon. Not all of the elements need to be in the same tool, but they need to be accounted for in an environment that is collaborating.

Those not building collaborative services will also greatly benefit from understanding at what stage their social software service or tool is aiming to serve and ensuring all of the preceding elements are included or accounted for in the service.

Lastly, but not least it is important to understand what is the object of focus in the social software tool or service. This social object is part of the starting foundation and the better the understanding of the object and how it works in the service or tool the better the whole of the project/product will be in the end.

Pffft! Social Graph, We Need the Portable Social Network

In reading Alex Rudloff's "Privacy as Currancy" post I had two thoughts reoccur: 1) privacy is a currency back by trust; and 2) Pfffft! Social graph? Where is my Portable Social Network?

I agree with what Alex stated about wanting to move out of Facebook as my trust in them is gone completely (mostly driven by even though they apologized (poorly) Facebook still receives trackings of all your travels on the internet after you opt out, Om Malik's Zuckerberg's Mea Culp, Not Enough, and Brian Oberkirk's Facebook Harder to Shake than the Columbia Record Tape Club (a great read on the hurdles of really getting out of Facebook)). I will likely blog about the relationship between privacy and trust in another post in the not too distant future, as I have been talking about it in recent presentations on Social Software (Going Social and Putting Users First).

The Dire Need for Portable Social Networks

When Alex states:

Beacon had me so freaked out that I walked through what would happen if I simply removed my account (my natural, gut reaction). The fact is, I'd lose contact with a lot of people instantly. There's no easy way for me to take my data out and apply it somewhere else. There is no friend export and there isn't anywhere suitable for me to go.

I think we need portable social networks (or Social Network Portability as it is also known) before we need the social graph. Part of the interest in the social graph (mapping the relationships) is based on Facebook, but Facebook is a really poor interface for this information, it has some of the connections, some of the context, but it is not granular and does not measure strength (strong or weak ties) of relationships on a contextual and/or a preferential interest level. This social graph does little to help us move from one social software service to another other than to show a linkage.

There are strong reasons for wanting and needing the Portable Social Network. One is it makes it easy to drop into a new social software service and try it with social interactions with people whom we are already having social interactions. Whilst this is good it is also really important if something tragic or dire happens with a social software service we are already using, such as it is shut down, it is no longer performing for us, or it has given us a reason to leave through loss of trust. As I noted in the past (Following Friends Across Walled Gardens") leaving social software services is nothing new (even predates people leaving Delphi for Prodigy and Prodigy for AOL, etc.), but we still are not ready for this seemingly natural progression of moving house from one walled off social platform for another.

The Call for Action for Portable Social Network is Now

I am finding many of my friends have put their Facebook account on in hibernation (Facebook calls it &#quot;deactivation") and many have started taking the painful steps of really getting all of their information out of Facebook and planning to never go back. My friends have not sorted out what robust social software platform they will surface on next (many are still using Flickr, Twitter, Pownce, Tumblr and/or other options along with their personal blogs), but they would like to hold on to the digital statements of social relationship they made in Facebook and be able to drop those into some other service or platform easily.

One option could a just having a Smart Address Book or as Tim O'Reilly states Address Book 2.0. I believe that this should be a tool/service should have the relationships private and that privacy is controlled by the individual that owns the address book, possibly even accounting for the privacy request of the person whose address is in the address book. But, this is one option of many.

The big thing is we need Portable Social Networks now! This is not a far off in the future need it is a need of today.

Stitching Conversation Threads Fractured Across Channels

Communicating is simple. Well it is simple at its core of one person talking with another person face-to-face. When we communicate and add technology into the mix (phone, video-chat, text message, etc.) it becomes more difficult. Technology becomes noise in the pure flow of communication.

Now With More Complexity

But, what we have today is even more complex and difficult as we are often holding conversation across many of these technologies. The communication streams (the back and forth communication between two or more people) are now often not contained in on communication channel (channel is the flavor or medium used to communicate, such as AIM, SMS, Twitter, e-mail, mobile phone, etc.).

We are seeing our communications move across channels, which can be good as this is fluid and keeping with our digital presence. More often than not we are seeing our communication streams fracture across channels. This fracturing becomes really apparent when we are trying to reconstruct our communication stream. I am finding this fracturing and attempting to stitch the stream back together becoming more and more common as for those who are moving into and across many applications and devices with their own messaging systems.

The communication streams fracture as we pick-up an idea or need from Twitter, then direct respond in Twitter that moves it to SMS, the SMS text message is responded back to in regular SMS outside of Twitter, a few volleys back and forth in SMS text, then one person leaves a voicemail, it is responded to in an e-mail, there are two responses back and forth in e-mail, an hour later both people are on Skype and chat there, in Skype chat they decide to meet in person.

Why Do We Want to Stitch the Communication Stream Together?

When they meet there is a little confusion over there being no written overview and guide. Both parties are sure they talked about it, but have different understandings of what was agreed upon. Having the communication fractured across channels makes reconstruction of the conversation problematic today. The conversation needs to be stitched back together using time stamps to reconstruct everything [the misunderstanding revolved around recommendations as one person understands that to mean a written document and the other it does not mean that].

Increasingly the reality of our personal and professional lives is this cross channel communication stream. Some want to limit the problem by keeping to just one channel through the process. While this is well intentioned it does not meet reality of today. Increasingly, the informal networking leads to meaningful conversations, but the conversations drifts across channels and mediums. Pushing a natural flow, as it currently stands, does not seem to be the best solution in the long run.

Why Does Conversation Drift Across Channels?

There are a few reasons conversations drift across channels and mediums. One reason is presence as when two people notice proximity on a channel they will use that channel to communicate. When a person is seen as present, by availability or recently posting a message in the service, it can be a prompt to communicate. Many times when the conversation starts in a presence channel it will move to another channel or medium. This shift can be driven by personal preference or putting the conversation in a medium or channel that is more conducive for the conversation style between people involved. Some people have a preferred medium for all their conversations, such as text messaging (SMS), e-mail, voice on phone, video chat, IM, etc.. While other people have a preferred medium for certain types of conversation, like quick and short questions on SMS, long single responses in e-mail, and extended conversations in IM. Some people prefer to keep their short messages in the channel where they begin, such as conversations that start in Facebook may stay there. While other people do not pay attention to message or conversation length and prefer conversations in one channel over others.

Solving the Fractured Communication Across Channels

Since there are more than a few reasons for the fractured communications to occur it is something that needs resolution. One solution is making all conversations open and use public APIs for the tools to pull the conversations together. This may be the quickest means to get to capturing and stitching the conversation thread back together today. While viable there are many conversations in our lives that we do not want public for one reason or many.

Another solution is to try to keep your conversations in channels that we can capture for our own use (optimally this should be easily sharable with the person we had the conversation with, while still remaining private). This may be where we should be heading in the near future. Tools like Twitter have become a bridge between web and SMS, which allows us to capture SMS conversations in an interface that can be easily pointed to and stitched back together with other parts of a conversation. E-mail is relatively easy to thread, if done in a web interface and/or with some tagging to pull pieces in from across different e-mail addresses. Skype chat also allows for SMS interactions and allows for them to be captured, searched, and pulled back together. IM conversations can easily be saved out and often each item is time stamped for easy stitching. VoIP conversations are often easily recorded (we are asking permission first, right?) and can be transcribed by hand accurately or be transcribed relatively accurately via speech-to-text tools. Voice-mail can now be captured and threaded using speech-to-text services or even is pushed as an attachment into e-mail in services as (and similar to) JConnect.

Who Will Make This Effortless?

There are three types of service that are or should be building this stitching together the fractured communications across channels into one threaded stream. I see tools that are already stitching out public (or partially public) lifestreams into one flow as one player in this pre-emergent market (Facebook, Jaiku, etc.). The other public player would be telecoms (or network provider) companies providing this as a service as they currently are providing some of these services, but as their markets get lost to VoIP, e-mail, on-line community messaging, Second Life, etc., they need to provide a service that keeps them viable (regulation is not a viable solution in the long run). Lastly, for those that do not trust or want their conversation streams in others hands the personally controlled application will become a solutions, it seems that Skype could be on its way to providing this.

Is There Demand Yet?

I am regularly fielding questions along these lines from enterprise as they are trying to deal with these issues for employees who have lost or can not put their hands on vital customer conversations or essential bits of information that can make the difference in delivering what their customers expect from them. Many have been using Cisco networking solutions that have some of these capabilities, but still not providing a catch all. I am getting queries from various telecom companies as they see reflections of where they would like to be providing tools in a Come to Me Web or facilitating bits of the Personal InfoCloud. I am getting requests from many professionals that want this type of solution for their lives. I am also getting queries from many who are considering building these tools, or pieces of them.

Some of us need these solutions now. Nearly all of us will need these solutions in the very near future.

Life Data Stream

Emily Chang posted about "My Data Stream", which brought to mind the idea of personal planets. Emily is pulling together the streaming data from her digital life that passes through feeds.  Jeremy Keith has written about his life streams and has had a nice interface to Jeremy's Life Stream for some time now.

It was a chat with Jeremy and some others this past summer at the Microlearning conference that I started thinking about playing around with a personal planet, which would use PlanetPlanet, a Python script, to pull all of my life streams together.  It works nicely on my laptop, or did until the December crash.  But, now it could be time to put it out in public.

Personal Planets

Why a personal planet? We have an incredible amount of information that passes before out eyes and that is generated by our simple actions.  Emily did a great job showing the breadth of feeds generated.  This seems a simple thin thread.  What if we could quickly scan that thread and annotate it to make it easier to refind.

Planets are relatively easy to build and it should be easy to share for others to build upon. Personally, I am really surprised there are not thousands of these out there already.  Now to start tinkering a wee bit this week.

Exposing the Local InfoCloud

I have spent a lot of time and effort focussing on the Personal InfoCloud, but the past year or two I have been seeing that the interaction between the person and their information resources that are closest to them (the Local InfoCloud) is extremely important. I have gone around the Local InfoCloud looking at ways to best explain it and bring it to life in a more understandable manner. This past November at Design Engaged 2005 my presentation needed me to dig into the Local InfoCloud and it various components. Since Design Engaged I have been using the slide and ideas around it to explain its relationship to the Personal InfoCloud and the "Come to Me Web". I have iterated on the idea and received some good feedback (particularly from Liz Lawley. Are you ready to dig in?

Overview of the Local InfoCloud

The Local InfoCloud started as an idea of information that was physically close. What is stored or accessed by physical location (information that is physically close) as in an Intranet or location-based information accessed on your mobile device. The more I thought about it and chatted with others it became clear it was more than physical location, it is information resources that are familiar and easier to access than the whole of the web (Global InfoCloud) as a framing concept.

As the my understanding began to lean toward familiarity as a core component of the definition of Local InfoCloud, the term began to embrace the social and community aspects (I am working on shying away from the term community as it is a broadly used term and I am trying to be a little more precise). Interactions with people, services, networks, applications, etc. that are familiar are means of bringing information closer to us as people with data, information, and media needs. The Local InfoCloud eases access. It eases the ability to find and refind information. It is information that is closer to us, not necessarily in physical proximity, but in the ability to access, in which familiarity is bread.

I spent much time considering changing the label from local to community or social, but there were elements that did not perfectly fit that either. Location-based services may be created by a service, but understanding the mindset, terminology, dialect, and cognitive frameworks that are germane to that physical location the information can be structured to resemble or mirror the social elements of understanding in that place. I will get to a better understanding of this when I talk about the Location aspect of the Local InfoCloud. As well, thinking in the Model of Attraction framework the Local InfoCloud is that which is attracted closer to us than the Global InfoCloud.

Important Attributes

There are some attributes that are important to the Local InfoCloud and separate it from the Global InfoCloud and ease the ability to integrate or draw the information and/or media in to the Personal InfoCloud.

Familiarity

As mentioned above familiarity is an essential attribute. Familiarity can be through vocabulary and terminology used to describe or discuss information and objects that people are trying to find and use. The taxonomy or germane ontologies are important to understand as they help ease the connection between the person seeking the information and objects and those providing it.

Access

Access to a resource is very important as it is in the ease of access that we rely on the Local InfoCloud. There is information that is in systems or in locations that others can not get to (that would make it in other's Eternal InfoCloud), but ability to get to the information is important. The ability to get back to the information (through password locked systems, access only by location, etc.) that dictates access is a key attribute.

Structure

Structure is a key attribute in the seeking, finding, and refinding information and objects. In a physical neighborhood we know that a corner store is on the corner, but in a portal we know that movie reviews have a certain URL structure and/or that we can click on a Entertainment button/link to get to the page that links to the movie reviews. Reading one movie review in a familiar site we know how to get to other movie reviews. These browsing structures allow the person to interact and attract information to their screen easily.

Known Actions

Known actions are the element in peoples lives that provide patterns that can be repeated to get to what the person desires. Many times people know how to get to, or more appropriately get back to what they are interested in through indirect connections. A favorite resource may be on a friend's link page as they have not set a direct means to connect to that source or to even draw that information to them to cut down the effort expended. Applications and location-based information are other environments that depend upon known actions to connect people to that which they desire.

Consistency

Consistency is a main attribute driver to our use and reuse of a component in the Local InfoCloud. Consistency breeds familiarity as people learn the terminology, can bookmark, use the known actions to get back to information, or guess how to get access to other items of interest. Having URL structures that are consistent provides a means to get at open information as well as permits the person to restructure means to keep that information closer to them (external social bookmarking as an example).

Copy, Point & Tether

Copy, Point & Tether are actions that a person can take to move information from a Local InfoCloud to the Personal InfoCloud. The attributes are germane to the Personal InfoCloud, but also have importance in the Local InfoCloud often the Local InfoCloud embraces these concepts to ease these actions.

When a person finds data, information, or media objects of interest they most often do one of three things: Copy the item to keep it close (hard drive, flash drive, scan to a drive, scrape to a drive, etc.); Point to the location where the information is located (bookmark, link, blog, wiki, etc.); or Tether the item which is desired by copying or pointing, but then setting a means to get notified when that item has been changed, updated, moved, etc. through tools like RSS/ATOM, e-mail, a pinging service, etc. The tethering is insanely important for items that are anything but completely static over the very long-term (think years not shorter) and it will be getting its own long write-up in the future (subscribe to the RSS here to tether your interest to the future content).

Components

Now we can look at the components that can comprise the Local InfoCloud. Each of these have one or more of the attributes. The components are digital and physical in nature. Components may or may not be exclusive, as some Local InfoCloud resources may be comprised of more than one component.

Location

Location was the first component of the Local InfoCloud I considered. Location is important as the physical place has characteristics that draw various attributes together. Location often has a familiarity with terms and language that frame the items within it. The structure of the physical surroundings play an important part in how and where things are located in that location. Tools that are implemented by location are kiosks, GPS/location-based information systems, games that use physical space to provide rewards or clues, language translation tools that are needed in a location, physical location can provide, ease, hinder or censor access to information, and access points to get information can be germane to location (mobile devices need local permissions to access services, etc.).

Friends (and Family)

There is one area that is often over looked as friends and family are not always digital resources, but can provide incredible means of information. Knowing a friend (or she has a good friend) who is an expert in the subject that we need understanding of is very helpful. We can call or visit that person, but we can also e-mail, chat, or have a video conversation with the person to get access to the information or knowledge. In social networks it is common that people will use those whom they are most familiar as a resource to get access to stored knowledge or use the person as a ready pointer to how to get the items they need. Access and familiarity are very strong attributes with friends and family. Often we do not have to tap the person to get the information, but the friend will e-mail us a pointer that they believe we have an interest in consuming. We can save e-mail (as that pointer or container of information is structured by a face or name we have known connections and have put them in context, much in the way they do with us.

A person's preferred method becomes a known action for us. We know the times we can tap somebody with a question or what tools they prefer to communicate using. We know friends who love to talk and their best means of interaction is the phone or an audio chat, while others are more apt to respond to e-mail, text chat, text messaging on their mobile device, or respond to a blog post. Over time we learn not only what is easy to get from whom, but the best means to interact to get the what we desire.

Near in Thought

We have resources that we rely upon because we have similar taste, interest, and/or perspectives on the genre or facet of life the resource covers, more directly these resources are near in thought to us. Politics is an easy example as the terminology used in and around the items we are seeking is known to us and we have expectations that we will like or agree with what is provided from that resource. Beyond politics we have resources with similar interests, perspectives and taste that help filter and provide easier access to items we desire. These resources are not only familiar but they often are structured in a manner that we understand the naming conventions for categories and other resource are easy for use to use and predict what will be brought closer to us through actions. These resources may be whole web sites, journals, writers, blogs, periodicals, etc.

Affiliations

In our life we belong to many groups. These groups have their own terminology and structures for things. Some of these affiliations will be easy to grasp how to access the resources at first opportunity, while others will come through enculturation of learning the structures and terminology. Through consistancy of the affiliations we increase our ability to use these resources to our benefit.

Organizations

Organizations are things we can belong to or join, like a knitting group, local chapter of a national affinity society, etc. These memberships in the organizations allow greater interaction with others with similar interests and/or needs. Organizations can have gated resources that are only access through membership or affiliation with that group.

Work

Work was the initial driver behind the Local InfoCloud as it was information and resources on an Intranet that was the initial understanding of local. But, work also has its own terminology, known actions, and structure. Over time we learn the resources, both digital, physical, and human that provide us access to information and knowledge.

Social Software

Social software can be device-based or network-based (web, internet, intranet, etc.) and the software builds consistency, structure, and known actions over time. If the software is built well the hurdles will be low to understanding how to get at the items we want and need. The software connects people and provides individuals the ability to contribute content and connect with others with similar interest and needs. Social software may connect people over time in an asynchronous manner as a person can leave an answer to a question at one point in time, but everybody with that same question or interest will have the capability to get to the same answer and potentially connect with that person as a known expert/resource through time.

The software becomes the conduit for connecting people and the data, information, and media the people share and/or discuss and augment. It also provides the means to connect people who are near in thought. It is one means for us to share things we would like feedback on. Social software mitigates distance for connecting people around common interests and can mitigate time as we do not need to be on at the same time to interact. Some examples are online discussion groups, listserves, social bookmarking, social networking, blogs, chat software, etc.

Portals

Portals in this meaning are the large aggregation sites that collect information and media into a familiar interface. Tools like AOL, Yahoo, news sites, aggregated shopping sites, etc. are portals with familiar structures that are consistent. Portals make a learnable interface to a variety of data, information, and media objects. Some are interest-based, while others are extremely broad. Similar to a newspaper or magazine the portal has one set of structures to grasp and access remains constant over time. We will easily know where to find movie reviews, car sales, discussion lists, various genre of news, etc.

Wrap-up

This is still a work in progress to some degree. Feedback on these attributes and components is always welcome. There may be some editing to this page, but more than likely the modifications will be in pages and posts that follow-on under this Local InfoCloud category.

Mash-ups and the Model of Attraction

I have been thinking a lot about web2.0 mash-ups like Housing Maps since I was on a panel with Paul Rademacher. Particularly I have been trying to make sense of mash-ups in the context of the Model of Attraction. It was not difficult to use these models as a lens to better understand what is going on in these mash-ups. The irony is I needed to do a tiny mash-up of my own to better understand what is going on.

Let us use the Housing Maps as our sole example. Housing Maps takes the housing listing information from Craigslist and displays them by location as a layer in the Google Maps. Paul had built the tool in his spare time as the result of showing up at the same location to rent twice. The visual representation of the listings on a map helped him keep from doing this again. The visual representation also helps others better discern proximity and location (next to a freeway is why it is cheap, or near playground for junior, etc.).

The interpretation of this mash-up and other web2.0 developments require using a slight mash-up of the Model of Attractions's receptors (the receptors are intellectual (cognitive), perceptual (sensory), mechanical, and physical). One uses the receptors as a whole to design and develop information/media access for people in different contexts, with different devices, varying needs, and in different contextual needs. In the case of understanding the Housing Maps we know what the mechanical receptor is, it is a desktop/laptop computer as that is what the interface requires to use the tool. Housing Maps implicitly requires full visual capabilities, and the means to control a pointing device (mouse, etc) for the physical receptors.

The two receptors we will look at are the Intellectual Receptor and the Perceptual Receptors. The Intellectual Receptor is used in the design and development phases to understand how a person thinks about the information/media by understanding vocabulary, information structures, complexity of conveyance (what level and style of writing are used to convey the ideas), level of detail used, the amount of explanation given, use of metaphors, etc. The Perceptual Receptors are used to understand what sensory elements are understood by the people using the information/media. The sensory elements are comprised of visual, auditory, motion/animation, touch (haptic), etc.

The Housing Maps requires understanding the limitations of the resources being used prior to Paul's remixing. The information that Paul was using was Craigslist to find a new place to live. Craigslist is a rich information source that has a large variety of things for sale or giving as well as social connective communities (personals pages). Paul was using the housing section in the San Francisco Bay Area as his information source. The housing entries have descriptions of the properties for rent/let/buy, much like the old classified real estate ads in the newspapers (remember those) but with a little more detail and often including photos of the property. One element that many of the properties include is a location variable (address).

While the Craigslist information is rich and robust and a fantastic resource, Craigslist has a simple interface. This interface, much like that of a classified ad is about providing the information and using the space efficiently. The reality is no mater what is done to the visual appearance of Craigslist the information in text form and the photos are just those simple elements. A map included in each of the entries would be a little more helpful, but it is still rather limiting as it does not give an idea of what is really on the market and where all of the properties of interest are located (in the given parameters of the person's query). We have the Intellectual Receptors largely sated. The Perceptual Receptors (what does the page look like how does a person interact with the information (passively/actively)) could use a little more tweaking, but within the context of the static HTML page the information interface offers little opportunity for improvement.

The missing element in the Craigslist information is not data that is missing (except where locative data is not included in the Craigslist entry). The missing element is in the Perceptual Receptor which then augments the Intellectual Receptor. The contextual framework for locative information is missing from the interface. The array of information provided in the Craigslist interface needs another vector to view the information (Craigslist limits by price, rough geographical area, type of property arrangement (rent/lease/sublet/buy/share/own), animals, and keywords). This vector is a more fine grained view of the location information and put into a context that helps make sense of the information easily. The context is a map, which works well for displaying location-based information.

The Google map is used for the visual representation layer, which provides the context to the location information. The Google map is an open interface that is available to use for the display of location relevant information from external data sources. The interface if very helpful for this type of information and it is freely available for those with the skill sets needed to parse and feed the information into the Google maps interface.

The web2.0 mash-ups extract information from one source and display that information in a different interface. Tools like Bloglines do this with feeds and display the information in an interface separate from the website's interface from which the information was posted by the content creator/owner.

These mash-ups serve to provide the person consuming the information a tool that works for their needs. In a "come to me web" this is very important. The content provider/owner would have to invest many resources to provide a broad array of interfaces to search each person and each person's needs and desires for information. Additionally, as it is with nearly everything on the web the interface that aggregates information from a broad variety of information sources provides a richer set of information for the person to use and analyze for their own needs. Not only are the Intellectual Receptors augmented by the network effect of the information, but offering the personal consuming the information a means/lens (for their Perceptual Receptor needs) to view the information/media in means that adds value for their need is required for people to better embrace the web as a source of information that is a layer woven into their life rather than technology tools that augment their lives.

Focus of Startups

David Weingberger discusses Meet-up new charge to use plan and wonders about free competition. David, and those commenting on the posting, offer alternatives to Meetup. I am not so concerned with Meetup charging money as I am the changes that have come to Meetup in the past year, some have been very good.

I have been watching trends in the last year or two that bring a needed tool to market. It catches on and one of two things happen most often 1) they do not innovate and listen to their user base and improve on their great start, or 2) they start including other components and start looking like a social network or something not quite related to their initial goal. The exceptions to these are those that go under quickly or those that do it well get bought for their great special tool. There are many that fall into category one that flourish and stagnate and there are many valid reasons for this, change in life for the developers (married, baby, death, new job, etc.) or loss of interest. The second category seems to be the influence of money and advisors, or some odd force unknown to me.

Companies that fall into category one still have a chance. They are thin and can innovate if they focus. Look at what Upcoming.org did in a couple weeks after John Udell made some insightful comments. This is what many of us users of the site had wished for. Hopefully Upcoming will continue with the progress, but it is sticking to what it has done well, build a site around events that keeps the calendar open and easy to get a subscription to the event. Upcoming has always had a great interface that was easy to figure out and was fun to explore.

Meetup seems to have fallen in to the second category. It has been a solid site and resource, but it kept adding user features for finding people and communicating with people. Nice, but there was a lot of effort there rather than improving the ability to organize a meeting and get it off the ground. The meeting focus came back (nearly everybody I knew had the same complaint, they could not change the date or place for the event) and the site started to work much better for many. The social networking components are nice, but to have sacrificed their core interests, getting people to meet face-to-face and helping the meeting come off. Now Meetup will, inevitably loose some of its audience, but how much will be left? Had Meetup focussed on building tools for the meeting organizers they would already have something special. If the meetings don't happen they loose the flocks that come to check in on their meetings, I watched local groups wither because of Meetup's lack of focus. I am really not trying to blame anybody, just making observations.

What is the point? Focus on what you are doing that is different. Listen to your core constituency that makes your site worth going to. Make your offerings open so that the person using the service feels like they have control of their information (they should have control of that information as they are trusting the site owner's with it and trust can wither quickly). Make it easy to for the people to not only manage what information they give you, but allow them to consume this information in the manner they wish (Upcoming allowing me to subscribe to my own events I am following is a great step and that is the focus interaction should take -- the person chooses how they best want to consume the information). Focus on simplicity (of interface, of interaction, of purpose). Provide an element of play in your offering as life does not have to be boring (not too cute as cute ages fast).

A Look at iPIM and Chandler

There are two articles that are direct hits on managing information for the individual and allowing the individual to use the information when they needed it and share it as needed. Yes, this is in line with the Personal Information Cloud.

The first article, The inter-personal information manager (iPim) by Mark Sigal about the problem with users finding information and how the can or should be able to then manage that information. There are many problems with applications (as well as the information format itself) that inhibit users reuse of information. In the comments of the article there is a link to products that are moving forward with information clients, which also fit into the Personal Information Cloud or iPIM concept. (The Personal Information Cloud tools should be easily portable or mobile device enabled or have the ability to be retrieved from anywhere sent to any device.

The second article is from the MIT Technology Review (registration required) titled Trash Your Desktop about Mitch Kapor (of founding Lotus Development fame) and his Open Source project to build Chandler. Chandler is not only a personal information manager (PIM), but the tool is a general information manager that is contextually aware. The article not only focusses on Mitch and the product (due late 2004), but the open and honest development practices of those that are building Chandler at the Open Source Application Foundation for Windows, Mac, Linux, etc. distribution.

Information Structure for Information Reuse

John Udell's discussion of Apple's Knowledge Navigator is a wonderful overview of a Personal Information Cloud. If the tools was more mobile or was shown synching with a similar mobile device to have the "knowledge" with the user at all time it is would be a perfect representation.

Information in a Personal Information Cloud is not only what the user wants to have stored for retrieval when it is needed (role-based information and contextual) but portable and always accessible. Having tools that allow the user to capture, categorize, and have attracted to the user so it is always with them is only one part of the equation. The other component is having information that is capable of being captured and reused. Standards structures for information, like (X)HTML and XML are the beginnings of reusable information. These structures must be open to ensure ease of access and reuse in proper context. Information stored in graphics, proprietary software, and proprietary file formats greatly hinders the initial usefulness of the information as it can be in accessible, but it even more greatly hinders the information's reuse.

These principle are not only part of the Personal Information Cloud along with the Model of Attraction, but also contextual design, information architecture, information design, and application development.

RSS on PDAs and information reuse

Three times the past week I have run across folks mentioning Hand/RSS for Palm. This seems to fill the hole that AvantGo does not completely fill. Many of the information resources I find to be helpful/insightful have RSS feeds, but do not have a "mobile" version (more importantly the content is not made with standard (X)HTML validating markup with a malleable page layout that will work for desktop/laptop web browsers and smaller mobile screens).

I currently pull to scan then read content from 125 RSS feeds. Having these some of these feeds pulled and stored in my PDA would be a great help.

Another idea I have been playing with is to pull and convert RSS feeds for mobile browser access and use. This can be readily done with PHP. It seems that MobileRSS already does something like this.

Content, make that information in general, stored and presented in a format that is only usable in one device type or application is very short sighted. Information should be reusable to be more useful. Users copy and paste information into documents, todo lists, calendars, PDAs, e-mail, weblogs, text searchable data stores (databases, XML respositories, etc.), etc. Digital information from the early creation was about reusing the information. Putting text only in a graphic is foolish (AIGA websites need to learn this lesson) as is locking the information in a proprietary application or proprietary format.

The whole of the Personal Information Cloud, the rough cloud of information that the user has chosen to follow them so that it is available when they need that information is only usable if information is in an open format.

Syndicated from Off the Top :: vanderwal.net