Social Design for the Enterprise Workshop in Washington, DC Area

I am finally bringing workshop to my home base, the Washington, DC area. I am putting on a my “Social Design for the Enterprise” half-day workshop on the afternoon of July 17th at Viget Labs (register from this prior link).

Yes, it is a Friday in the Summer in Washington, DC area. This is the filter to sort out who really wants to improve what they offer and how successful they want their products and solutions to be.

Past Attendees have Said...

“A few hours and a few hundred dollar saved us tens of thousands, if not well into six figures dollars of value through improving our understanding” (Global insurance company intranet director)

From an in-house workshop…
“We are only an hour in, can we stop? We need to get many more people here to hear this as we have been on the wrong path as an organization” (National consumer service provider)

“Can you let us know when you give this again as we need our [big consulting firm] here, they need to hear that this is the path and focus we need” (Fortune 100 company senior manager for collaboration platforms)

“In the last 15 minutes what you walked us through helped us understand a problem we have had for 2 years and a provided manner to think about it in a way we can finally move forward and solve it” (CEO social tool product company)

Is the Workshop Only for Designers?

No, the workshop is aimed at a broad audience. The focus of the workshop gets beyond the tools’ features and functionality to provide understanding of the other elements that make a giant difference in adoption, use, and value derived by people using and the system owners.

The workshop is for user experience designers (information architects, interaction designers, social interaction designers, etc.), developers, product managers, buyers, implementers, and those with social tools running already running.

Not Only for Enterprise

This workshop with address problems for designing social tools for much better adoption in the enterprise (in-house use in business, government, & non-profit), but web facing social tools.

The Workshop will Address…

Designing for social comfort requires understanding how people interact in a non-mediated environment and what realities that we know from that understanding must we include in our design and development for use and adoption of our digital social tools if we want optimal adoption and use.

  • Tools do not need to be constrained by accepting the 1-9-90 myth.
  • Understanding the social build order and how to use that to identify gaps that need design solutions
  • Social comfort as a key component
  • Matrix of Perception to better understanding who the use types are and how deeply the use the tool so to build to their needs and delivering much greater value for them, which leads to improved use and adoption
  • Using the for elements for enterprise social tool success (as well as web facing) to better understand where and how to focus understanding gaps and needs for improvement.
  • Ways user experience design can be implemented to increase adoption, use, and value
  • How social design needs are different from Web 2.0 and what Web 2.0 could improve with this understanding

More info...

For more information and registration to to Viget Lab's Social Design for the Enterprise page.

I look forward to seeing you there.

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June 26, 2009 in Access to Info, Community, Enterprise, Folksonomy, Information Architecture, Information Creation, Interface, Knowledge Management, Research, Social Software, Usability, Web, Web/Tech | Permalink | Comments (0) | TrackBack

LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 2 of 2

This is the second of two posts on the subject, the first post LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 1 or 2 gives the lead-in to this post.

Lessons To Learn

Sadly, the new social functionality has broken much of worked well as an ambient social tool. More problematic was LinkedIn did not seem to grasp what it had: so to build on top of very good start, but it seemingly looked at Facebook for inspiration, but Facebook does not seem to be aware of good social interaction design practices.

When building social tools for broad audiences (more than 3,000 people) — which open services on the web are — there is a progression of 3 things that must be accounted for in the planning stages: 1) Velocity; 2) Volume; 3) Relevance.

As social tools start getting used they go through a progression one of them are these three stages of concern. Velocity of information is how quickly information is added by the community and has turn over on the in the frameworks. Volume is the mass of information that accumulates over time that will force how information is shared, found, and used. Relevance becomes essential when there is large volume and filtering is needed for information flows and for allowing people using the service to have a manageable stream of information that is relevant to their needs.

Many social services can go through these three stages in a few short months if they have 50,000 users or more. LinkedIn does not seem to have considered getting to and beyond the first stage in their planning.

Social Interaction at Scale & Volume

As LinkedIn has added social features they have created more streams of information in their flow. More streams lead to more velocity of information. This can be good if the basic concepts for understanding monitoring these streams as well as providing methods for moving things out of the flow so they can be acted upon or set into a personal task flow.

It seems as if the new social features are aimed at the roughly 80 percent that have 100 or fewer connections, not the moderate or heavy connectors who are the unpaid evangelists that have helped LinkedIn grow. Not understanding the value various segments bring to a service and how to satisfy those groups is rather short sighted

Social Tsunami on Homepage

The one thing that started the frustration with LinkedIn’s shift was the flood of unrelated social items on the homepage. Much of the social content shared is personal ID focused and not group or work focused (even when shared in groups or work related settings - a quick look at activity summaries regularly shows this).

One of the task flows I had with LinkedIn was to accept a connection or get notification of a connection then go to their profile page and download their vCard. The social tsunami that took over the front page of LinkedIn made that task all-but impossible. Part of it is the velocity of information running through the front page for connections increased, velocity the design did not account for.

Additionally, the new social components started eating up valuable real estate on that page and had no simple interaction design convention for minimizing, hiding, or turning off that module of functionality from the page.

Eventually the ability to turn off notifications to the social tools was added to the Settings page, but there is no notification of that functionality on where the problem exists, the pages where this container shows up (we learned this in software design in the early 90s). Also problematic is the social elements are clustered by task/tool relevance and not person or subject. Including pivots could greatly improve this as well as allow for shifting context by the person using LinkedIn.

LinkedIn Account & Settings Network Updates

Focal prioritization is essential to include in initial planning, as this becomes critical when dealing with the relevance stage or even handling a scaling volume of information. Each person using a service is going to have a slightly different set of priorities for relevance and focus. This is going to require some malleability of the system interface to allow for personal optimization of their relevance and streams.

This is not emergent behavior but the reality of what happens when systems scale. LinkedIn is built “;like a classic chamber meeting where networking is orchestrated”;, as stated by Margaret Rosas. Sadly, LinkedIn is not built for flexibility that is needed as systems scale to or beyond the volume stage. It is built as if this was a surprise, which prior to 18 months ago LinkedIn’s careful approach was much smoother with their growth of features and functionality.

LinkedIn changed its layout and structure of its pages to account for the coming new functionality, which is quite smart. But it did so in a manner that seemed to consider all notifications and functionality should have the same focus.

If you remove notifications, there is no ambient notification to let you know there is really any activity. The front page is part portal and part dashboard, but the distinct concepts around these two approaches seem to have baffled the interaction designers and developers.

LinkedIn: Social Node or Social Hub?

LinkedIn also seems quite schizophrenic as to its social purpose. It has built part of the social framework as if the rest of the web only allowed limited interaction with it, which it would make it just a node on a network. This destination framework does not account for people having any other service that provides social features that could easily be shared in or out.

The other side of LinkedIn is a hub, which information flows though. Inbound status messages from other services show up in LinkedIn’s pages as to the “applications”, but using connecting identity in a manner that permits not having Twitter messages I read elsewhere show up in LinkedIn would be more than helpful (yes, part of this is OAuth, which Twitter and many other have not deemed valuable yet (come on Twitter this is not rocket surgery). The applications and information it allows in is limited to a relatively small number of services. Having a small number of services integrated should allow for contextual relevance of the objects, but that would be assuming again LinkedIn was well thought through. This interaction with services would also benefit form LinkedIn offering OpenID as well as OAuth integration to ease the pain and security.

LinkedIn does not have an open API as of yet (this should have happened when they launched status and some other social elements). The LinkedIn API for status would allow LinkedIn to be a sharing out hub as well as the partially capable in-bound hub it already is. LinkedIn is a business focussed social environment, but has not realized its DNA is business based and there are task flows and workflows to enable that would make a lot of sense.

LinkedIn Forgot the “Me” in Social

All social begins with me. Social interaction is about an individuals intentions, actions, and their activities. What things a person wants to share with others and how interact with is one part of the social framework. Another other is consumption and working with the flows of content generated by others. LinkedIn did a decent job with flow until it started adding the more social features in the last 18 months. What LinkedIn did know (focus and purpose) they now show little grasp of understanding as their features have created more flow and more velocity for the information ebbing through the service with no planning for it. It takes very little understanding of social tools to know that this will likely happen and there are interaction elements that are going to be required to handle this, for example moving things out of the flow.

Many people want to see those they have just connected with, things they just published/shared and responses. There is also the desire to hold on to things that are relevant to the individual. This holding on to things requires a means to favorite or put it in place where things can be collected and worked on later. These things could be single comments in group discussions, people’s names/profiles who are surfacing, notifications, etc.

With the velocity of information increasing in LinkedIn the capability to perform a task and drop back into the flow where you were is gone. Any decent interaction designer for social tools knows this reality and had a stack of solutions to set in place from the outset.

Social Context in Groups

The math of social software for people is the mostly the one-to-one relationships and being able to see those. But, social software occasionally is about communicating to groups.

LinkedIn added group discussions, but did this as if the last 10 to 15 years in forums and groupware platforms never existed. The group discussions are not threaded nor do they offer the option to turn on threading for the discussions (this has been default for off-the-shelf forums for over 8 years at least). Also lacking is the capability to hold on to and collect valuable items found in discussions, let alone a means to personally contextualize them.

Another thing LinkedIn fails to grasp is contextual relationships to people in the discussions. For example, if someone I know has started or commented in a group discussion the service should highlight this. There is a potentially higher social contextual relevance for that piece of information. When information starts turning from a stream into a flood this becomes insanely important.

Once this reality of contextualizing is realized, there are a couple of options that are likely to be needed quite quickly after. One is adding new people in the discussion that we interact with; this context could be surfaced in the discussion or used to augment the rational surfaced in the recommendations.

LinkedIn Georgetown University GroupEmail from groups should not be from the organization name of the group as that looks like it is from the organization. I get official information from organizations, but lacking the understanding of contextual information for e-mail makes an even greater mess of e-mail and group interactions when this is lazily designed. The “from” should begin with LinkedIn group or some other notation.

Context for Events

When LinkedIn added events, I started getting invitations to attend them. But, the wording of the invites made it sound like they were personal invitations, which is not the context they were intended. It took quite a few rather embarrassing e-mails for many events, if they were really requesting my attendance or if it was just an announcement of the event. Understanding a modicum of social interaction and social etiquette would have saved those embarrassing e-mails.

Events also launched with many bugs (many have been ironed out, but most were of the rather blatant variety). One downside of events is there are already an over abundance of event tools, which work rather well (this is a really tough tool set to get right and build). Nearly everybody I talk to has wondered why LinkedIn did not use something like Confabb to license it or buy it (there are many event services available), rather than using their own resources on something that is not up to the level of competing products. Lastly, with regard to events, while the recommendation for connections is good in LinkedIn, the recommendations for events is absolutely horrid. If that is who LinkedIn thinks I am I need a new service now.

Models for Messaging Flows

One of the things that has been flawed in LinkedIn for quite some time is messaging flows. I liked that they pushed messaging out into e-mail and I could respond to a person from my e-mail. One thing that is missing is LinkedIn not updating their messaging flows. Looking in LinkedIn it is quite often impossible to sort out. When I stated I continually have this problem, Jess Leccetti stated, “I’ve had that exact problem! I thought it was my comp being buggy!” Messaging across various media channels is tough and most often fractured. But, when offering a solution it is important to get it right.

Profile Comments Go In...

Finally LinkedIn added the capability to for people using the service to add their own private comments on to other’s profiles. This is a great addition as it allows the means to add context to files. Sadly, it does not seem to surface that information in any other manner other than going to the individual pages.

This lack of functionality outside each profile page is really mind blowing, as it leaves out the capability for using it for tagging, contextual grouping, search aggregation, and use these aggregations for sharing up dates or filtering what is shared. There are emergent activities that could evolve out of these functionalities, but again this seems to not be well thought through.

One approach is a nice simple personal tagging or labeling interaction layer with clickable aggregation interface option. This would allow simply applying glue to personally thread items together through light aggregation. The current comment system only creates islands of context that have chasms between it and other relevant or related items.

Next Steps

LinkedIn needs to get some people in that grasp social interaction design. They purportedly have some, but I am not sure they have influence or the depth of knowledge needed (either is problematic). The LinkedIn service seems to be proof something is horribly wrong along these lines.

LinkedIn also seems to be a victim of not sorting-out what it wants to be. If it wants to be a Facebook for business, the route they are taking is not going to work well for the business users as it is greatly lacking solid functionality and cohesive interaction design with task flows enabled. LinkedIn needs to be LinkedIn and not a Facebook for business.

As many on Twitter have stated, one seemingly viable option is LinkedIn’s social additions of the last 18 months should all be thrown out and simply start over. The only piece that seems to have much positive feedback is the Q&A section, which is not something that I have interest in, but seems to work passably for others.

More coherently, a real reality check is needed at LinkedIn. They must to stop adding features and functionality until they learn to fix what they have added. They need to begin with understanding how social interaction happens, how it scales, and how people need it to work at scale. Stop looking at Facebook for what features to add. LinkedIn has some deep value as a work and business focussed social site, but that is going to require a different focus that what has been applied in the last year to 18 months.

I have deep fear that LinkedIn views what is happening is emergent (emergence happens when things are used in an unpredictable manner: whether wholly unpredictable or unpredictable in that context). What is happening in LinkedIn is not emergent. It is quite predictable: This is what happens at scale with social systems and their information flows.

A grasp of social systems and their uses at various levels of scale (and potential for various interactions and needs) is really needed at LinkedIn. The slowness to act (or, sadly, react as if this was an unknown potential) and fix what they have is not a great sign of encouragement for the organization. Hopefully having Reid Hoffman back as CEO and with Jeff Wiener as President can pull this into focus and set things on a sane path.

February 10, 2009 in Attraction, Community, Enterprise, Folksonomy, Identity, Information Architecture, Interface, Refindability, Social Software, Usability, Web | Permalink | Comments (1) | TrackBack

Optimizing Tagging UI for People & Search

Overview/Intro

One of my areas of focus is around social tools in the workplace (enterprise 2.0) is social bookmarking. Sadly, is does not have the reach it should as it and wiki (most enterprise focused wikis have collective voice pages (blogs) included now & enterprise blog tools have collaborative document pages (wikis). I focus a lot of my attention these days on what happens inside the organization’s firewall, as that is where their is incredible untapped potential for these tools to make a huge difference.

One of the things I see on a regular basis is tagging interfaces on a wide variety of social tools, not just in social bookmarking. This is good, but also problematic as it leads to a need for a central tagging repository (more on this in a later piece). It is good as emergent and connective tag terms can be used to link items across tools and services, but that requires consistency and identity (identity is a must for tagging on any platform and it is left out of many tagging instances. This greatly decreases the value of tagging - this is also for another piece). There are differences across tools and services, which leads to problems of use and adoption within tools is tagging user interface (UI).

Multi-term Tag Intro

multiterm tag constructionThe multi-term tag is one of the more helpful elements in tagging as it provides the capability to use related terms. These multi-term tags provide depth to understanding when keeping the related tag terms together. But the interfaces for doing this are more complex and confusing than they should be for human, as well as machine consumption.

In the instance illustrated to the tag is comprised or two related terms: social and network. When the tool references the tag, it is looking at both parts as a tag set, which has a distinct meaning. The individual terms can be easily used for searches seeking either of those terms, but knowing the composition of the set, it is relatively easy for the service to offer up "social network" when a person seeks just social or network in a search query.

One common hindrance with social bookmarking adoption is those familiar with it and fans of it for enterprise use point to Delicious, which has a couple huge drawbacks. The compound multi-term tag or disconnected multi-term tags is a deep drawback for most regular potential users (the second is lack of privacy for shared group items). Delicious breaks a basic construct in user focussed design: Tools should embrace human methods of interaction and not humans embracing tech constraints. Delicious is quite popular with those of us malleable in our approach to adopt a technology where we adapt our approach, but that percentage of potential people using the tools is quite thin as a percentage of the population.. Testing this concept takes very little time to prove.

So, what are the options? Glad you asked. But, first a quick additional excursion into why this matters.

Conceptual Models Missing in Social Tool Adoption

One common hinderance for social tool adoption is most people intended to use the tools are missing the conceptual model for what these tools do, the value they offer, and how to personally benefit from these values. There are even change costs involved in moving from a tool that may not work for someone to something that has potential for drastically improved value. The "what it does", "what value it has", and "what situations" are high enough hurdles to cross, but they can be done with some ease by people who have deep knowledge of how to bridge these conceptual model gaps.

What the tools must not do is increase hurdles for adoption by introducing foreign conceptual models into the understanding process. The Delicious model of multi-term tagging adds a very large conceptual barrier for many & it become problematic for even considering adoption. Optimally, Delicious should not be used alone as a means to introduce social bookmarking or tagging.

We must remove the barriers to entry to these powerful offerings as much as we can as designers and developers. We know the value, we know the future, but we need to extend this. It must be done now, as later is too late and these tools will be written off as just as complex and cumbersome as their predecessors.

If you are a buyer of these tools and services, this is you guideline for the minimum of what you should accept. There is much you should not accept. On this front, you need to push back. It is your money you are spending on the products, implementation, and people helping encourage adoption. Not pushing back on what is not acceptable will greatly hinder adoption and increase the costs for more people to ease the change and adoption processes. Both of these costs should not be acceptable to you.

Multi-term Tag UI Options

Compound Terms

I am starting with what we know to be problematic for broad adoption for input. But, compound terms also create problems for search as well as click retrieval. There are two UI interaction patterns that happen with compound multi-term tags. The first is the terms are mashed together as a compound single word, as shown in this example from Delicious.

Tag sample from Delicious

The problem here is the mashing the string of terms "architecture is politics" into one compound term "architectureispolitics". Outside of Germanic languages this is problematic and the compound term makes a quick scan of the terms by a person far more difficult. But it also complicates search as the terms need to be broken down to even have LIKE SQL search options work optimally. The biggest problem is for humans, as this is not natural in most language contexts. A look at misunderstood URLs makes the point easier to understand (Top Ten Worst URLs)

The second is an emergent model for compound multi-term tags is using a term delimiter. These delimiters are often underlines ( _ ), dots ( . ), or hyphens ( - ). A multi-term tag such as "enterprise search" becomes "enterprise.search", "enterprise_search" and "enterprise-search".

While these help visually they are less than optimal for reading. But, algorithmically this initially looks to be a simple solution, but it becomes more problematic. Some tools and services try to normalize the terms to identify similar and relevant items, which requires a little bit of work. The terms can be separated at their delimiters and used as properly separated terms, but since the systems are compound term centric more often than not the terms are compressed and have similar problems to the other approach.

Another reason this is problematic is term delimiters can often have semantic relevance for tribal differentiation. This first surface terms when talking to social computing researchers using Delicious a few years ago. They pointed out that social.network, social_network, and social-network had quite different communities using the tags and often did not agree on underlying foundations for what the term meant. The people in the various communities self identified and stuck to their tribes use of the term differentiated by delimiter.

The discovery that these variations were not fungible was an eye opener and quickly had me looking at other similar situations. I found this was not a one-off situation, but one with a fair amount of occurrence. When removing the delimiters between the terms the technologies removed the capability of understanding human variance and tribes. This method also breaks recommendation systems badly as well as hindering the capability of augmenting serendipity.

So how do these tribes identify without these markers? Often they use additional tags to identity. The social computing researchers add "social computing", marketing types add "marketing", etc. The tools then use their filtering by co-occurrence of tags to surface relevant information (yes, the ability to use co-occurrence is another tool essential). This additional tag addition help improve the service on the whole with disambiguation.

Disconnected Multi-term Tags

The use of distinct and disconnected term tags is often the intent for space delimited sites like Delicious, but the emergent approach of mashing terms together out of need surfaced. Delicious did not intend to create mashed terms or delimited terms, Joshua Schachter created a great tool and the community adapted it to their needs. Tagging services are not new, as they have been around for more than two decades already, but how they are built, used, and platforms are quite different now. The common web interface for tagging has been single terms as tags with many tags applied to an object. What made folksonomy different from previous tagging was the inclusion of identity and a collective (not collaborative) voice that intelligent semantics can be applied to.

The downside of disconnected terms in tagging is certainty of relevance between the terms, which leads to ambiguity. This discussion has been going on for more than a decade and builds upon semantic understanding in natural language processing. Did the tagger intend for a relationship between social & network or not. Tags out of the context of natural language constructs provide difficulties without some other construct for sense making around them. Additionally, the computational power needed to parse and pair potential relevant pairings is somethings that becomes prohibitive at scale.

Quoted Multi-term Tags

One of the methods that surfaced early in tagging interfaces was the quoted multi-term tags. This takes becomes #&039;research "social network" blog' so that the terms social network are bound together in the tool as one tag. The biggest problem is still on the human input side of things as this is yet again not a natural language construct. Systematically the downside is these break along single terms with quotes in many of the systems that have employed this method.

What begins with a simple helpful prompt...:

 SlideShare Tag Input UI

Still often can end up breaking as follows (from SlideShare):

SlideShare quoted multi-term tag parsing

Comma Delimited Tags

Non-space delimiters between tags allows for multi-term tags to exist and with relative ease. Well, that is relative ease for those writing Western European languages that commonly use commas as a string separator. This method allows the system to grasp there are multi-term tags and the humans can input the information in a format that may be natural for them. Using natural language constructs helps provide the ability ease of adoption. It also helps provide a solid base for building a synonym repository in and/or around the tagging tools.

Ma.gnolia comma separated multi-term tag output

While this is not optimal for all people because of variance in language constructs globally, it is a method that works well for a quasi-homogeneous population of people tagging. This also takes out much of the ambiguity computationally for information retrieval, which lowers computational resources needed for discernment.

Text Box Per Tag

Lastly, the option for input is the text box per tag. This allows for multi-term tags in one text box. Using the tab button on the keyboard after entering a tag the person using this interface will jump down to the next empty text box and have the ability to input a term. I first started seeing this a few years ago in tagging interfaces tools developed in Central Europe and Asia. The Yahoo! Bookmarks 2 UI adopted this in a slightly different implementation than I had seen before, but works much the same (it is shown here).

Yahoo! Bookmarks 2 text box per tag

There are many variations of this type of interface surfacing and are having rather good adoption rates with people unfamiliar to tagging. This approach tied to facets has been deployed in Knowledge Plaza by Whatever s/a and works wonderfully.

All of the benefits of comma delimited multi-term tag interfaces apply, but with the added benefit of having this interface work internationally. International usage not only helps build synonym resources but eases language translation as well, which is particularly helpful for capturing international variance on business or emergent terms.

Summary

This content has come from more than four years of research and discussions with people using tools, both inside enterprise and using consumer web tools. As enterprise moves more quickly toward more cost effective tools for capturing and connecting information, they are aware of not only the value of social tools, but tools that get out the way and allow humans to capture, share, and interact in a manner that is as natural as possible with the tools getting smart, not humans having to adopt technology patterns.

January 24, 2009 in Enterprise, Folksonomy, Information Architecture, Interface, Knowledge Management, Social Software, Tools, Usability | Permalink | Comments (1) | TrackBack

YouTube New Interface and Social Interaction Design Santiy Check

YouTube has released a new design for the site and its individual video pages. This gets shared in Google Operating System :: User Inferface Updates at YouTube and TechCrunch :: YouTube Updates Layout, Now with Tabs and Statistics. While the new design looks nice and clean, it has one design bug that is horribly annoying it has mixed interaction design metaphors for its tabs or buttons.

Update: YouTube has changed the "favorite" from a button action to a tab, but they forgot the unfavorite functionality. Once you favorite you can not change your mind. Who is leading these choices that should be well understood? Let's chat, I would love to help.

Broken Interaction Design on Buttons or Tabs

YouTube New Video Interface As the image shows the Share, Favorite, Playlists, and Flag buttons or tabs all have similar design treatment, but they do not have the same actions when you click on them. Three of the items (Share, Playlists, and Flag) all act as tabs that open up a larger area below them to provide more options and information. But, the Favorites acts like a button that when clicked it marks the item as a favorite.

This is incredibly poor interaction design as all the items should act in the same manner. If the items do not have the same action properties they really should not look the same and be in the same action space. Favorites should be a check box or a binary interface for on and off. That interaction patter more closely matches the Rate section and seems like it should have been there rather than showing a lack of understanding interaction design basics and confusing people using the site/service.

Social Sites Seem to Share a Lack of Interaction Understanding

This should have been a no brainer observation for a design manager or somebody with a design sanity check. YouTube is far from the the only site/service doing this. Nearly all of the services are not grasping the basics or are broadly applying design patterns to all user scenarios when they really do not fit all scenarios and user types (nearly every service I talk to know exactly the use type a person fits into but never takes this into account in optimization of design patterns that match that use need). Facebook really falls into this hole badly and never seems to grasp they are really making a mess of things the more features and functionality they are bringing into their service without accounting for the design needs in the interface.

My seemingly favorite site to nit pick is LinkedIn which I use a lot and has been a favorite, but their social interaction additions and interactive interfaces really need much better sanity checks and testing before they go into production (even into the beta interface). LinkedIn is really trying to move forward and they are moving in the right direction, but they really need better design thinking with their new features and functionality. Their new design is ready to handle some of the new features, but the features need a lot more refining. The new design shows they have a really good grasp that the interface needs to be a flexible foundation to be used as a framework for including new features, which could benefit from treating them as options for personalization. LinkedIn has pulled back many of the social features and seems to be rethinking them and refining them, but they really need some good sanity checks before rolling them out again.

Social Interaction in Enterprise Tools

The befuddled interaction understanding is not germane to commercial or consumer public social web sites, but it also plagues tools aimed at the enterprise. This is not overly surprising as many of the social enterprise (enterprise 2.0) tools and services are copying the public web tools and services to a large degree. This is a good thing, as it puts the focus on ease of use, which has been horribly missing in business focussed tools for far too long. But, the down side for enterprise focussed tools is they are not for the public web they are for business users, who most often do not have familiarity with the conventions on the public web and they have a large cognitive gap in understanding what the tools do and their value. There is less time for playing and testing in most business people's worklife. This means the tools need to get things right up front with clear understanding of the use needs of the people they are building for in business. This seems to be lacking in many tools as there is much copying of poor design that really needs to be tested thoroughly before launching. Business focussed tools are not hitting the same people as are on the web, which will work through poor design and functionality to see what things do. It is also important to consider that there are a wide variety of types of people using these tools with varying needs and varying interaction understandings (this will be another blog post, actually a series of posts that relate to things I have been including in workshops the last six months and presenting the last couple).

April 10, 2008 in Community, Enterprise, Information Architecture, Interface, Social Software, Usability, Web | Permalink | Comments (0) | TrackBack

Denning and Yaholkovsky on Real Collaboration

The latest edition of the Communications of the ACM (Volume 51, Issue 4 - April 2008) includes an article on Getting to "we", which starts off by pointing out the misuse and mis-understanding of the term collaboration as well as the over use of the practice of collaboration when it is not proper for the need. The authors Peter Denning and Peter Yaholkovsky break down the tools needed for various knowledge needs into four categories: 1) Information sharing; 2) Coordination; 3) Cooperation; and Collaboration. The authors define collaboration as:

Collaboration generally means working together synergistically. If your work requires support and agreement of others before you can take action, you are collaborating.

The article continues on to point out that collaboration is often not the first choice of tools we should reach for, as gathering information, understanding, and working through options is really needed in order to get to the stages of agreement. Their article digs deeply into the resolving "messy problems" through proper collaboration methods. To note, the wiki - the usual darling of collaboration - is included in their "cooperation" examples and not Collaboration. Most of the tools many businesses consider in collaboration tools are in the lowest level, which is "information sharing". But, workflow managment falls into the coordination bucket.

This is one of the better breakdowns of tool sets I have seen. The groupings make a lot of sense and their framing of collaboration to take care of the messiest problems is rather good, but most of the tools and services that are considered to be collaborations tools do not even come close to that description or to the capabilities required.

April 9, 2008 in Applications, Community, Enterprise, Information Architecture, Knowledge Management, Local InfoCloud, Social Software, Technology, Web | Permalink | Comments (0) | TrackBack

Understanding Taxonomy and Folksonmy Together

I deeply appreciate Joshua Porter's link to from his Taxonomies and Tags blog post. This is a discussion I have quite regularly as to the relation and it is in my presentations and workshops and much of my tagging (and social web) training, consulting, and advising focusses on getting smart on understanding the value and downfalls of folksonomy tagging (as well as traditional tagging - remember tagging has been around in commercial products since at least the 1980s). The following is my response in the comments to Josh' post...

Response to Taxonomy and Tags

Josh, thanks for the link. If the world of language were only this simple that this worked consistently. The folksonomy is a killer resource, but it lacks structure, which it crucial to disambiguating terms. There are algorithmic ways of getting close to this end, but they are insanely processor intensive (think days or weeks to churn out this structure). Working from a simple flat taxonomy or faceted system structure can be enabled for a folksonomy to adhere to.
This approach can help augment tags to objects, but it is not great at finding objects by tags as Apple would surface thousands of results and they would need to be narrowed greatly to find what one is seeking.
There was an insanely brilliant tool, RawSugar [(now gone thanks to venture capitalists pulling the plug on a one of a kind product that would be killer in the enterprise market)], that married taxonomy and folksonomy to help derive disambiguation (take appleseed as a tag, to you mean Johnny Appleseed, appleseed as it relates to gardening/farming, cooking, or the anime movie. The folksonomy can help decipher this through co-occurrence of terms, but a smart interface and system is needed to do this. Fortunately the type of system that is needed to do this is something we have, it is a taxonomy. Using a taxonomy will save processor time, and human time through creating an efficient structure.
Recently I have been approached by a small number of companies who implemented social bookmarking tools to develop a folksonomy and found the folksonomy was [initially] far more helpful than they had ever imagined and out paced their taxonomy-based tools by leaps and bounds (mostly because they did not have time or resources to implement an exhaustive taxonomy (I have yet to find an organization that has an exhaustive and emergent taxonomy)). The organizations either let their taxonomist go or did not replace them when they left as they seemed to think they did not need them with the folksonomy running. All was well and good for a while, but as the folksonomy grew the ability to find specific items decreased (it still worked fantastically for people refinding information they had personally tagged). These companies asked, "what tools they would need to start clearing this up?" The answer a person who understands information structure for ease of finding, which is often a taxonomist, and a tool that can aid in information structure, which is often a taxonomy tool.
The folksonomy does many things that are difficult and very costly to do in taxonomies. But taxonomies do things that folksonomies are rather poor at doing. Both need each other.

Complexity Increases as Folksonomies Grow

I am continually finding organizations are thinking the social bookmarking tools and folksonomy are going to be simple and a cure all, but it is much more complicated than that. The social bookmarking tools will really sing for a while, but then things need help and most of the tools out there are not to the point of providing that assistance yet. There are whole toolsets missing for monitoring and analyzing the collective folksonomy. There is also a need for a really good disambiguation tool and approach (particularly now that RawSugar is gone as a viable approach).

July 13, 2007 in Access to Info, Enterprise, Folksonomy, Information Architecture, Social Software | Permalink | Comments (3) | TrackBack

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.

June 16, 2007 in Access to Info, Attraction, Community, Information Architecture, Local InfoCloud, Model of Attraction, Personal Info, Personal InfoCloud, Portability, Privacy, Social Software, Technology, Ubiquitous Computing | Permalink | Comments (0) | TrackBack

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).

April 14, 2005 in Access to Info, Information Architecture, Personal Info, Social Software, Technology, Usability | Permalink | Comments (0) | TrackBack