Personal InfoCloud

Four Rings of Enterprise Social Tools

The four elements really have to work together to make for a successful services that people will use and continue to use over time. Yes, I am using a venn diagram for the four rings as it helps point out the overlaps and gaps where the implementations can fall short. The overlaps in the diagram is where the interesting things are happening. A year ago I was running into organizations with self proclaimed success with deployments of social tools (blogs, wikis, social bookmarking, forums, etc.), but as the desire for more than a simple set of blogs (or whichever tool or set of tools was selected) in-house there is a desire for greater use beyond some internal early adopters. This requires paying close attention to the four rings.

Tools

The first ring is rather obvious, it is the tools. The tools come down to functionality and features that are offered, how they are run (OS, rack mount, other software needed, skills needed to keep them running, etc.), how the tools are integrated into the organization (authentication, back-up, etc.), external data services, and the rest of the the usual IT department checklist. The tools get a lot of attention from many analysts and tech evangelists. There is an incredible amount of attention on widgets, feeds, APIs, and elements for user generated contribution. But, the tools do not get you all of the way to a successful implementation. The tools are not a mix and match proposition.

Interface & Ease of Use

One thing that the social software tools from the consumer web have brought is ease of use and simple to understand interfaces. The tools basically get out of the way and bring in more advanced features and functionality as needed. The interface also needs to conform to expectations and understandings inside an organization to handle the flow of interaction. What works for one organization may be difficult for another organization, largely due to the tools and training, and exposure to services outside their organization. Many traditional enterprise tools have been trying to improve the usability and ease of use for their tools over the last 4 to 5 years or so, but those efforts still require massive training and large binders that walk people through the tools. If the people using the tools (not administering the tools need massive amounts of training or large binders for social software the wrong tool has been purchased).

Sociality

Sociality is the area where people manage their sharing of information and their connections to others. Many people make the assumption that social tools focus on everything being shared with everybody, but that is not the reality in organizations. Most organizations have tight boundaries on who can share what with whom, but most of those boundaries get in the way. One of the things I do to help organizations is help them realize what really needs to be private and not shared is often much less than what they regulate. Most people are not really comfortable sharing information with people they do not know, so having comfortable spaces for people to share things is important, but these spaces need to have permeable walls that encourage sharing and opening up when people are sure they are correct with their findings.

Sociality also includes the selective groups people belong to in organizations for project work, research, support, etc. that are normal inside organizations to optimize efficiency. But, where things get really difficult is when groups are working on similar tasks that will benefit from horizontal connections and sharing of information. This horizontal sharing (as well as diagonal sharing) is where the real power of social tools come into play as the vertical channels of traditional organization structures largely serve to make organizations inefficient and lacking intelligence. The real challenge for the tools is the capability to surface the information of relevance from selective groups to other selective groups (or share information more easily out) along the way. Most tools are not to this point yet, largely because customers have not been asking for this (it is a need that comes from use over time) and it can be a difficult problem to solve.

One prime ingredient for social tool use by people is providing a focus on the people using the tools and their needs for managing the information they share and the information from others that flow through the tool. Far too often the tools focus on the value the user generated content has on the system and information, which lacks the focus of why people use the tools over time. People use tools that provide value to them. The personal sociality elements of whom are they following and sharing things with, managing all contributions and activities they personally made in a tool, ease of tracking information they have interest in, and making modifications are all valuable elements for the tools to incorporate. The social tools are not in place just to serve the organization, they must also serve the people using the tools if adoption and long term use important.

Encouraging Use

Encouraging use and engagement with the tools is an area that all organizations find they have a need for at some point and time. Use of these tools and engagement by people in an organization often does not happen easily. Why? Normally, most of the people in the organization do not have a conceptual framework for what the tools do and the value the individuals will derive. The value they people using the tools will derive needs to be brought to the forefront. People also usually need to have it explained that the tools are as simple as they seem. People also need to be reassured that their voice matters and they are encouraged to share what they know (problems, solutions, and observations).

While the egregious actions that happen out on the open web are very rare inside an organization (transparency of who a person is keeps this from happening) there is a need for a community manager and social tool leader. This role highlights how the tools can be used. They are there to help people find value in the tools and provide comfort around understanding how the information is used and how sharing with others is beneficial. Encouraging use takes understanding the tools, interface, sociality, and the organization with its traditions and ways of working.

The Overlaps

The overlaps in the graphic are where things really start to surface with the value and the need for a holistic view. Where two rings over lap the value is easy to see, but where three rings overlap the missing element or element that is deficient is easier to understand its value.

Tools and Interface

Traditional enterprise offerings have focussed on the tools and interface through usability and personalization. But the tools have always been cumbersome and the interfaces are not easy to use. The combination of the tools and interface are the core capabilities that traditionally get considered. The interface is often quite flexible for modification to meet an organizations needs and desires, but the capabilities for the interface need to be there to be flexible. The interface design and interaction needs people who have depth in understanding the broad social and information needs the new tools require, which is going to be different than the consumer web offerings (many of them are not well thought through and do not warrant copying).

Tools and Sociality

Intelligence and business needs are what surface out of the tools capabilities and sociality. Having proper sociality that provides personal tools for managing information flows and sharing with groups as well as everybody as it makes sense to an individual is important. Opening up the sharing as early as possible will help an organization get smarter about itself and within itself. Sociality also include personal use and information management, which far few tools consider. This overlap of tools and sociality is where many tools are needing improvement today.

Interface and Encouraging Use

Good interfaces with easy interaction and general ease of use as well as support for encouraging use are where expanding use of the tools takes place, which in turn improves the return on investment. The ease of use and simple interfaces on combined with guidance that provides conceptual understanding of what these tools do as well as providing understanding that eases fears around using the tools (often people are fearful that what they share will be used against them or their job will go away because they shared what they know, rather than they become more valuable to an organization by sharing as they exhibit expertise). Many people are also unsure of tools that are not overly cumbersome and that get out of the way of putting information in to the tools. This needs explanation and encouragement, which is different than in-depth training sessions.

 

Sociality and Encouraging Use

The real advantages of social tools come from the combination of getting sociality and encouraging use correct. The sociality component provides the means to interact (or not) as needed. This is provided by the capabilities of the product or products used. This coupled with a person or persons encouraging use that show the value, take away the fears, and provide a common framework for people to think about and use the tools is where social comfort is created. From social comfort people come to rely on the tools and services more as a means to share, connect, and engage with the organization as a whole. The richness of the tools is enabled when these two elements are done well.

The Missing Piece in Overlaps

This section focusses on the graphic and the three-way overlaps (listed by letter: A; B; C; and D). The element missing in the overlap or where that element is deficient is the focus.

Overlap A

This overlap has sociality missing. When the tool, interface, and engagement are solid, but sociality is not done well for an organization there may be strong initial use, but use will often stagnate. This happens because the sharing is not done in a manner that provides comfort or the services are missing a personal management space to hold on to a person's own actions. Tracking one's own actions and the relevant activities of others around the personal actions is essential to engaging socially with the tools, people, and organization. Providing comfortable spaces to work with others is essential. One element of comfort is built from know who the others are whom people are working with, see Elements of Social Software and Selective Sociality and Social Villages (particularly the build order of social software elements) to understand the importance.

Overlap B

This overlap has tools missing, but has sociality, interface, and encouraging use done well. The tools can be deficient as they may not provide needed functionality, features, or may not scale as needed. Often organizations can grow out of a tool as their needs expand or change as people use the tools need more functionality. I have talked with a few organizations that have used tools that provide simple functionality as blogs, wikis, or social bookmarking tools find that as the use of the tools grows the tools do not keep up with the needs. At times the tools have to be heavily modified to provide functionality or additional elements are needed from a different type of tool.

Overlap C

Interface and ease of use is missing, while sociality, tool, and encouraging use are covered well. This is an area where traditional enterprise tools have problems or tools that are built internally often stumble. This scenario often leads to a lot more training or encouraging use. Another downfall is enterprise tools are focussed on having their tools look and interact like consumer social web tools, which often are lacking in solid interaction design and user testing. The use of social tools in-house will often not have broad use of these consumer services so the normal conventions are not understood or are not comfortable. Often the interfaces inside organizations will need to be tested and there many need to be more than one interface and feature set provided for depth of use and match to use perceptions.

Also, what works for one organization, subset of an organization, or reviewer/analyst will not work for others. The understanding of an organization along with user testing and evaluation with a cross section of real people will provide the best understanding of compatibility with interface. Interfaces can also take time to take hold and makes sense. Interfaces that focus on ease of use with more advanced capabilities with in reach, as well as being easily modified for look and interactions that are familiar to an organization can help resolve this.

Overlap D

Encouraging use and providing people to help ease people's engagement is missing in many organizations. This is a task that is often overlooked. The tools, interface, and proper sociality can all be in place, but not having people to help provide a framework to show the value people get from using the tools, easing concerns, giving examples of uses for different roles and needs, and continually showing people success others in an organization have with the social tool offerings is where many organization find they get stuck. The early adopters in an organization may use the tools as will those with some familiarity with the consumer web social services, but that is often a small percentage of an organization.

Summary

All of this is still emergent and early, but these trends and highlights are things I am finding common. The two areas that are toughest to get things right are sociality and encouraging use. Sociality is largely dependent on the tools, finding the limitations in the tools takes a fair amount of testing often to find limitations. Encouraging use is more difficult at the moment as there are relatively few people who understand the tools and the context that organizations bring to the tools, which is quite different from the context of the consumer social web tools. I personally only know of a handful or so of people who really grasp this well enough to be hired. Knowing the "it depends moments" is essential and knowing that use is granular as are the needs of the people in the organization. Often there are more than 10 different use personas if not more that are needed for evaluating tools, interface, sociality, and encouraging use (in some organizations it can be over 20). The tools can be simple, but getting this mix right is not simple, yet.

Selective Sociality of Villages

The piece that resonated along similar threads to Robert's post is Susan Mernit's "Twitter & Friend Feed: The Pleasure of Permissions". Susan's post brings to light the value of knowing who you are sharing information with and likes the private or permission-based options that both Twitter and FriendFeed offer. This selective sociality as known Local InfoCloud of people and resources that are trusted and known, which we use as resources. In this case it is not only those with whom we listen to and query, but those with whom we share. This knowing who somebody is (to some degree) adds comfort, which is very much like Robert Patterson and Luis Suarez#039; villages where people know each other and there is a lot of transparency. Having pockets where our social armor is down and we can be free to share and participate in our lives with others we know and are familiar to us is valuable.

I am found these two pieces quite comforting as they reflect much of what I see in the physical community around me as well as the work environments I interact with of clients and collaborators. The one social web service I have kept rather private is Twitter and I really want to know who someone is before I will accept them as a connection. This has given me much freedom to share silly (down right stupid - in a humorous way) observations and statements. This is something I hear from other adults around kids playgrounds and practices of having more select social interactions on line in the services and really wanting to connect with people whom they share interests and most often have known (or followed/listened to) for sometime before formally connecting. Most often these people want to connect with the same people on various services they are trying out, based on recommendation (and often are leaving a service as their friends are no longer there or the service does not meet their needs) of people whom they trust. This is the core of the masses who have access and are not early adopters, but have some comfort with the web and computers and likely make up 80 to 90 percent of web users.

Response to Challenges of Social Network/Services

The past year or two, largely with Facebook growing the social networks and social computing tools have grown into the edges of mainstream. Nearly every argument made against these tools and services was laid down against e-mail, rich UI desktops (people spent hours changing the colors and arranging the interfaces), and IM years ago.

Where these tools are "seemingly" not working is mostly attributed to a severe lack of defining the value derived from using the tools. These news tools and services, even more so those of us working around them, need to communicate how to use the tools effectively and efficiently (efficiently is difficult as the many of the tools are difficult to use or the task flows are not as simple as they should be). The conceptual models & frameworks for those of us analyzing the tools have been really poor and missing giant perspectives and frameworks.

One of the biggest problems with many of these tools and services is they have yet to move out of early product mode. The tools and services are working on maturity getting features in the tools that people need and want, working on scaling, and iterating based on early adopters (the first two or three waves of people), which is not necessarily how those who follow will use the tools or need the tools to work.

Simplicity and limited options on top of tools that work easily and provide good derived value for the worklife and . As the tools that were disrupters to work culture in the past learned the focus needs to be on what is getting done and let people do it. Friending people, adding applications, tweaking the interface, etc. are not things that lead to easy monetization. Tools that help people really be social, interact, and get more value in their life (fun, entertainment, connecting with people near in thought, filtering information from the massive flow, and using the information and social connections in context where people need it) from the tools is there things must head. We are building the platforms for this, but we need to also focus on how to improve use of these platforms and have strong vision of what this is and how to get there.

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 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.

Facebook and Its Initial User-base

It is not secret that Facebook started as a services that was by and for students and members of a university setting. The focus was connecting to people you have run across or will run across as friends, acquaintances from social events, or classmates. The services is quite conversational and does a decent job pulling together a person's shared digital lifestream (many others have done this for years and do it much better, Jaiku (now owned by Google) is one example of a much better approach).

Facebook as a service tended to focus on the current conversation as students largely are focussed on the now or short-time frame planning, e.g. it is Tuesday and what are people doing on Thursday through the weekend or who is going skiing this weekend and putting together a carpool. The time span of conversation and interest is etherial and Facebook very much reflects the short term nature of conversation. The focus is also students in networks framed as campuses, which enables this Local InfoCloud of familiarity to be used for memory, which is not needed in the service. This means if I see something in Facebook, say a good restaurant for a special date night, I can track down the person who suggested the restaurant or tap friends in the network (on campus) to recall the restaurant. This foundation of building a digital space for people in a common physical network does not need strong search or capability to hold-on to information that may have future value.

The reliance on building a digital services that replicates the frailties of physical communication (all hallway, classroom, or party conversation is lost to the ether and is reliant of human memory) is problematic when the people using the service are physically distributed.

Future Information Value

Facebook's largest failure is the lack of using digital conversation for the great value digital conversation provides, which is capturing conversation and information. This capturing of digital conversation has great value as the information that is shared often has much greater future value than current value. Take the same restaurant example from before, when a friend recommends a restaurant I may not have a need for that romantic restaurant now, but I most likely may need that information at sometime in the future. There are two things that I can do with that information: 1) Know the information is in the service and can search for it at a later time ("restaurant" and "romantic" in search, which may also find others have made the same recommendation); or 2) Mark the information in some manner for my ease of refinding (flag, favorite, or bookmark it with annotation from my perspective and context).

The Challenge Facebook has Changing

Making this shift in Facebook will be a huge challenge, not for the developers or technology (although Facebook has not modified its interface to handle the scaling of information flows of applications or increase in traffic, but that is another real problem that needs addressing) as they seem capable to make the minor technology changes that would be needed to use the service for improved search or holding onto information. The big pain point will be making a change that is counter to the understanding and use of those who still make up the core of its use-base, university students. When Facebook opened its doors beyond university students it created panic (well deserved) as their closed society was open to all viewers. The difficulty in holding on to information and searching through the services did not keep people from finding party photos or profiles that were meant for just friends and not future employers or others outside their immediate network. A large number of people left, or more accurately stopped using the service as much as they did (after removing the potentially problematic images and content).

There is an incredible mass of information in Facebook, most of it nearly impossible to find and hold onto at this point. Many of the people who have used the service have relied on this obscurity to keep from removing the (at the moment funny, ironic, humorous, or even not fully informed) statements made on walls, groups, status updates, and other places. Changing the core platform to create value for the people using the service as a digital information platform, that is similar to what is expected outside Facebook could have dire repercussions for Facebook as a service. But, not making these changes makes Facebook a really poor platform for business and knowledge sharing.

Valuable Lesson in Foundations

Having build many web base services, intranet, and networked services over the many years I have been doing this it continually comes back to the initial foundations are the ones that are hardest to shake. The initial people using a service shape it for the future and the initial technology decisions of a service often are the ones that are hardest to change. This change is difficult as the practices are socially ingrained into the understanding of the mores of the system and the social interactions are predicated on these understandings. All design and all interaction aspects of systems are political and drive people's motivation for use as they set the rules and social scripts for interaction. The components are not intentionally political, but they have do trigger reaction and alter motivations no mate how slightly. Not only does the medium have a message, but how the services works or does not work has a message that triggers a response for if and how it is used.

History of Tagging

The history of tagging in the consumer space is a much deeper and older topic than most have thought. One of the first consumer products to include tagging or annotations was the Lotus Magellan product, which appeared in 1988 and allowed annotations of documents and objects on one's hard drive to ease finding and refinding the them (it was a full text search which was remarkably fast for its day). By the mid-90s Compuserve had tagging for objects uploaded into its forum libraries. In 2001 Bitzi allowed tagging of any media what had a URL.

The down side of this tagging was the it did not capture identity and assuming every person uses words (tag terms) in the same manner is a quick trip to the tag dump where tags are not fully useful. In 2003 Joshua Schacter showed the way with del.icio.us that not only allowed identity, upon which we can disambiguate, but it also had a set object in common with all those identities tagging it. The common object being annotated allows for a beginning point to discern similarity of identityĵs tag terms. Part of this has been driven on Joshua's focus on the person consuming the content and allowing a means for that consumer to get back to their information and objects of interest. (It is around this concept that folksonomy was coined to separate it from the content publisher tagging and non-identity related tagging.) This picked up on the tagging for one's self that was in Lotus Magellan and brings it forward to the web.

Valuable Tagging

It was in del.icio.us that we saw tagging that really did not work well in the past begin to become valuable as the clarity in tag terms that was missing in most all other tagging systems was corrected for in the use of a common object being tagged and the identity of the tagger. This set the foundation for some great things to happen, but have great things happened?

Tagging Future Promise

Del.icio.us set many of out minds a flutter with insight into the dreams of the capability of tagging having a good foothold with proper structure under them. A brilliant next step was made by RawSugar (now gone) to use this structure to make ease of disambiguating the tag terms (by appleseed did you mean: Johnny Appleseed, appleseeds for gardening/farming, the appleseed in the fruit apple, or appleseed the anime movie?). RawSugar was a wee bit before its time as it is a tool that is needed after there tagging (particularly folksonomy related tagging systems) start scaling. It is a tool that many in enterprise are beginning to seek to help find clarity and greater value in their internal tagging systems they built 12 to 18 months ago or longer. Unfortunately, the venture capitalists did not have the vision that the creators of RawSugar did nor the patience needed for the market to catch-up to the need in a more mature market and they pulled the plug on the development of RawSugar to put the technology to use for another purpose (ironically as the market they needed was just easing into maturity).

The del.icio.us movement drove blog tags, laid out by Technorati. This mirrored the previous methods of publisher tagging, which is most often better served from set categories that usually are derived from a taxonomy or simple set (small or large) of controlled vocabulary terms. Part of the problem inherent in publisher tags and categories is that they are difficult to use outside of their own domain (however wide their domain is intended - a specific site or cross-sites of a publisher). Using tags from one blog to another blog has problems for the same reason that Bitzi and all other publisher tags have and had problems, they are missing identity of the tagger AND a clear common object being tagged. Publisher tags can work well as categories for aggregating similar content within a site or set of commonly published sites where a tag definition has been set (but that really makes them set categories) and used consistently. Using Technorati tag search most often surfaces this problem quickly with many variation of tag use surfacing or tag terms being used to attract traffic for non-related content (Technorati's keyword search is less problematic as it relies on the terms being used in context in the content - unfortunately the two searches have been tied together making search really messy at the moment). There is need for an improved tool that could take the blog tags and marry them to the linked items in the content (if that is what is being talked about - discerning predicate in blog tags is not clear yet).

Current Tools that Advanced

As of a year ago there were more than 140 social bookmarking tools in the consumer space, but there was little advancement. But, there are a few services that have innovated and brought new and valuable features to market in tagging. As mentioned recently Ma.gnolia has done a really good job of taking the next steps with social interaction in social bookmarking. Clipmarks pioneered the sub-page tagging and annotation in the consumer tagging space and has a really valuable resource in that tool. ConnectBeam is doing some really good things in the enterprise space, mostly taking the next couple steps that Yahoo MyWeb2 should have taken and pairing it with enterprise search. Sadly, del.icio.us (according to comments in their discussion board) is under a slow rebuilding of the underlying framework (but many complaints from enterprise companies I have worked with and spoken indepth with complain del.icio.us continually blocks their access and they prefer not to use the service and are finding current solutions and options to be better for them).

A Long Way to Go

While there are examples that tagging services have moved forward, there is so much more room to advance and improve. As people's own collection of tagged pages and objects have grown the tools are needed to better refind them. This will require time search and time related viewing/scanning of items. The ability to use co-occurance of tag terms (what other tags were used on the object), with useful interfaces to view and scan the possibilities.

Portability and interoperability is extremely important for both the individual person and enterprise to aggregate, migrate, and search across their collections across services and devices (now that devices have tagging and have had for some time, as in Mac OS X Tiger and now Vista). Enterprises should also have the ability to move external tagged items in through their firewall and publish out as needed, mostly on an employee level. There is also desire to have B2B tagging with customers tagging items purchased so the invoicing can be in the customers terminology rather than the seller terminology.

One of the advances in personal tagging portability and interoperability can easily be seen when we tag on one device and move the object to a second device or service (parts of this are not quite available yet). Some people will take a photo on their mobile phone and add quick tags like "sset" and others to a photo of a sunset. They send that photo to a service or move it to their desktop (or laptop) and import the photo and the tag goes along with it. The application sees the "sset" and knows the photo was transfered from that person's mobile device and knows it is their short code for "sunset" and expands the tag to sunset accordingly. The person then adds some color attribute tags to the photo and moves the photo to their photo sharing service of choice with the tags appended.

The current tools and services need tools and functionality to heal some of the messiness. This includes stemming to align versions of the same word (e.g. tag, tags, tagging, bookmark, bookmarking). Tag with disambiguation in mind by offering co-occurrence options (e.g. appleseed and anime or johnny or gardening or apple). String matching to identify facets for time and date, names (from your address book), products, secret tag terms (to have them blocked from sharing), etc. (similar to Stikkit and GMail).

Monitoring Tools

Enterprise is what the next development steps really need to take off (these needs also apply to the power knowledge worker as well). The monitoring tools for tags from others and around objects (URLs) really need to fleshed out and come to market. The tag monitoring tools need to become granular based on identity and co-occurance so to more tightly filter content. The ability to monitor a URL and how it is tagged across various services is a really strong need (there are kludgy and manual means of doing this today) particularly for simple and efficient tools (respecting the tagging service processing and privacy).

Analysis Tools

Enterprise and power knowledge workers also are in need of some solid analysis tools. These tools should be able to identify others in a service that have similar interests and vocabulary, this helps to surface people that should be collaborating. It should also look at shifts in terminology and vocabulary so to identify terms to be added to a taxonomy, but also provide an easy step for adding current emergent terms to related older tagged items. Identify system use patterns.

Just the Tip

We are still at the tip of the usefulness of tagging and the tools really need to make some big leaps. The demands are there in the enterprise marketplace, some in the enterprise are aware of them and many more a getting to there everyday as the find the value real and ability to improve the worklife and workflow for their knowledge workers is great.

The people using the tools, including enterprise need to grasp what is possible beyond that is offered and start asking for it. We are back to where we were in 2003 when del.icio.us arrived on the scene, we need new and improved tools that understand what we need and provide usable tools for those solutions. We are developing tag islands and silos that desperately need interoperability and portability to get real value out of these stranded tag silos around or digital life.

The Flip Side

There are two flip sides to this. One is the Apple converse, which is a rare example of a company really making a mythic organization out of its privacy. The second is companies really need privacy for some things, but the control of information is often too extreme and is now more harmful than helpful.

Viable Privacy

I have been working on a much longer post looking at the social software/web tools for and in the enterprise. Much of of the extreme openness touted in the new web charge is not a viable reality inside enterprise. There are a myriad of things that need to be private (or still qualify as valid reasons for many). The list include preparations for mergers and acquisitions, securities information dealings (the laws around this are what drive much of the privacy and are out dated), reorganizations (restructuring and layoffs, which organizations that have been open about this have found innovative solutions from the least likely places), personal employee records, as well as contractual reasons (advising or producing products for competitors in the same industry or market segment). Out side of these issues, which normally add up to under 30 to 40% of the whole of the information that flows through an organization, there is a lot of room for openness in-house and to the outside world.

Need for Enterprise Social Tools Grasping Partial Privacy

When we look at the consumer space for social software there are very few consumer tools that grasp social interaction and information sharing on a granular level (Ma.gnolia, Flickr, and the SixApart tools Vox and LiveJournal are the exceptions that always come to mind). But, many of the tools out there that are commonly used as examples of social web tools really fall down when business looks at them and thinks about privacy and selective sociality (small groups). The social web tools all around really need to grow up and improve in this area. As we are seeing the collaboration and social tools evolve to more viable options we start to see their more glaring holes that do not reflect the reality of human social interaction.

Closing the Gap

What we need is for companies to be more open so the marketplace is a more consumer and communicative environment, but we also need our still early social web tools to reflect our social realities that not everything is public and having tools that better fit those needs.