Shift Happened - Part 2: Small Apps Loosely Joined

What are Small Apps Loosely Joined?

There has been a large shift in how many people work today and part of that is in the tools that they use to get work done. This shift in work patterns mirrors the shift that many had in their personal lives around social interactions and productivity.

Late one night many years ago (long before the iPhone), a group of us were talking about web and mobile and opportunities to work in a variety of similar tools that were all interconnected. The mash-up culture was a year or two behind us with Paul Radamacher’s first map mashup HousingMaps and the salient understanding that surfaced from that was the ability to have different interfaces for different needs and uses that could work as a workflow, or even similar interfaces for different personal needs of the users. We talked about Twitter and its heavy reliance on third-party developers to build web and mobile apps and services on top of its services and the Twitter API (the application programming interface, which is a standard data and interaction layer that sits behind the scenes bring data back and forth between the service). This approach allowed anybody to build an interface for seeing and interacting with Twitter or create an interface that provided greater ease of use for tasks. With tongue in-cheek (paraphrasing David Weinberger’s “Small Pieces Loosely Joined”), I said this model was small apps loosely joined.

What joined these apps together was a common data layer that fits a standard data model (or, as is common in APIs, a data model that self describes). The Twitter model allowed people to interact with the service through a mobile app with full functionality of the Twitter site, or to see many different Twitter lists in something like TweetDeck, or monitor and respond through different accounts in something like HootSuite, while tracking follows and drops in other monitoring services.

This same idea is more prevalent now across our mobile devices and the apps and services that they connect to and use. Not only are today’s mobile apps and services interacting with the APIs on the internet, but they are working with standard file formats on the backend and apps that meet the needs of users’ context and workflows. Some of the common app and service types that people have been shifting to the small apps loosely joined model are: Calendar, email, photos, text / documents, and to do lists / reminders (a closer look at these follows).

Who is Doing This?

The small apps loosely joined concept is nothing new in the technical geek and productivity nerd community (as part of both tribes, i use the words geek and nerd lovingly), as well as for early adopters. These uses and patterns with small apps loosely joined started surfacing around ten years on the web and mobile devices, all interconnected to the internet.

We understand innovation and broad adoption can take quite some time, roughly 10 years for innovations and new ideas to take hold broadly. We are about 10 years into this way of working and interacting with information and applications, so it was not exactly a surprise to hear research (done in-house to better understand the mobile market) that 60 to 70 percent of military members and their families surveyed use more than one app for a task types. They used calendars, email, and weather as examples. I checked with others who do surveys of employees inside organizations if they were looking at the question and found that they were. Their responses were also in the 60 to 70 percent range for calendar, to do, and text apps on mobile devices.

So, while this small app loosely joined focus and obsession within technology and productivity communities has been more than a decade old, it is something that is now rather mainstream. Over the last five years or so, when I am traveling or in a dank gym for club basketball, I often ask people next to me what apps and services they like the most on the mobile devices that is in their hand. Their answers often surface apps related to tasks and workflows for a data type (calendar, document, etc.) and the person would qualify how and in which circumstances they use it. Quite often, the app did one or two things really well that others didn’t cover or did not do well in their perspective.

Why are People doing this?

There are a lot of reasons why people started embracing small apps loosely joined. The primary driver has been mobility and looking for small mobile or tablet apps that do a specific, needed task. Mobile and tablet uses often have quite different contexts for use, including a mix of creation and consumption, but the affordances and agency in these apps is a driver too. Having applications work across platforms is helpful, but it is more essential to have open file formats and standards that work with apps that can pick up the file and provide use on another device with the constraints and augmented capability mobile and tablets provide.

There are additional relevant benefits of the file formats and standards working across devices. The ability to easily share files with others with whom you are working or communicating is a great benefit, as the platform doesn’t matter, just the ability to grab an app (often inexpensive and sometimes free) to read and modify the file is key. Being able to easily share files leads to always having needed files accessible, as they can be kept of an internet directory (the kids, okay grown-ups, call this cloud storage).

The last benefit that is driving people to the world of small apps loosely joined is the value of non-proprietary files, which isn’t as hippy and give-it-to-the-man as it sounds–it’s really about ensuring that the files will work on any device with an application that handles that type of object. Having to keep two or three versions of the same software around so one can work across file differences, or open files in a different version of the software so it can be saved down into an older version, is silliness we can leave in the inefficient old days. Many of the file structures that are based on around text, including calendars, can be opened in any text application and read and edited there.

Where are People Doing This?

Most people (particularly outside the geeks) started down this path when smartphones and the modern class of tablets entered their lives. They looked for ways to replicate how they worked on laptops and desktops, but often the same apps weren’t there and they had to improvise. Word of mouth also spread ideas and options for getting things done. But, often people go exploring small, focused apps that are inexpensive or free to see what they do. The small targeted apps, often in the “does one thing well” class of app or small app that is does a few things simply and easily, have filled made it easy to try quite a few different apps to find something that works. People often find a few apps that fit into a workflow that targets a few small tasks to get things done while standing in line, stuck in traffic, or sitting at your desk waiting for one’s computer to finish updating and reboot.

As a result, often people find that this small focused app model helps them do the things they need to do, and it can be more efficient than digging around large cumbersome software. Often this can be more efficient as the person is not digging around large cumbersome software. Once this becomes a habit or a way of working on mobile, the expectation is that it should also work on the desktop / laptop as well. People look for similar apps and services that fit their more efficient workflows that started on their “devices that are too small and limited to do any real work on” and want that same type of focussed application where they “do their real work”.

This change is also being driven by more than just shifts in devices–people are trying apps and services in their personal life to help manage their schedules or work simultaneously with club or event organizers crafting an email or newsletter. Our personal lives used to trail our work lives as far as technology and services
augmenting what we do, but now what we’re doing in our personal lives has greatly surpassed the capabilities of many of our work offerings.

The Types of Apps that Often Fit the Bill

The starting place for many people who try a variety of apps on their mobile and tablet devices are weather, text, and calendar. We don’t modify weather apps as they are mostly just a display of provided content, but there are much variety among the offerings, such as <give a good, standard example> and DarkSky, which offers micro-location weather with how many minutes until precipitation starts or stops.

Text apps

Text apps is where many start seeing the concept and value of small apps loosely joined. People want something more than just simple notes application to jot ideas and sync them to other devices. They want to be able to read and do a little editing of text that they or others started writing on their “work” devices, all while standing in line or during other available moments that permeate our day. Soon this “little bit of editing” seems like it isn’t all that bad to do and they start picking up things they started writing elsewhere and knock out more on their mobile device or tablet. Or, they have an idea when they are not near their “work” device and start jotting a few notes in a text app, and soon it has turned into a couple or few paragraphs. The accessibility and convenience of these capabilities has switched on a lightbulb. Talking and comparing notes with friends and colleagues, they find there are apps that are not just simple text, but can add annotations for structure (headers and outlines), hooks for style (bold and italics), and more. This often leads to learning that some apps have more robust writing tools (dictionary, thesaurus, writing analytics, etc.). Those who write with a workflow of first getting ideas out of their head and then working with them to hone them are often most prone to the small apps loosely joined way of doing things. But, others also like the ease of just getting words and ideas out in one app, then editing elsewhere by just opening another app and grabbing the same text file from a cloud sync service or sharing between apps directly. These text apps, particularly when those that are markdown friendly, can take that initial text and turn it into a styled PDF, a Word doc, HTML to post, RTF (rich text format), or more.

Calendar apps

Calendars are another gateway drug, er application type, that leads to embracing the small apps loosely joined way of doing things. The calendar files are a set file type that is easy to move from app to app (except when working across platforms that have proprietary hooks that break compatibility). Smartphones and tables all come with calendar apps, but they rarely fit the full range of needs. Some people want a calendar to have a certain look or layout format that helps them see and evaluate their day, and there is an abundance of options on all platforms for visual display. But, the real gems are the small apps that shine with certain tasks like Fantastical does on Apple products with its natural language parsing that turns spoken words into an almost always bang-on calendar entry.

Other calendar apps start adding other intelligence and agency (applications doing things on our behalf to ease our work). Donna (rest her digital soul) was a favorite of mine for evaluating time between events and different modes of transport and calculating time to leave based on weather and traffic conditions (and if you were really stuck in a jam, it offered to help you get Uber). Donna was a gem for the space between meetings, but was an incredible help with coordinating kid pick-up and leave times related to their various events. Other apps that are helpful agents are Tempo (it came out of the same SRI lab as Siri), which is one of the fullest featured and most helpful calendar apps around. Tempo monitors your mail not only for events, but pulls the relevant emails, documents, location and contact information, and relevant transportation needs into one simple calendar entry–and all you had to do was place it on your calendar or say yes to an event invite. Tempo offers the ability to send an “I’m running late” notification to those with whom you are meeting, as well as the expected arrival time.

One the the interesting things about calendars in the small apps loosely joined set is that most of these class of apps do something else–they augment and clean-up the calendar entry. Say I open Tempo and it doesn’t recognize the location that is in the calendar entry - say it only has Ray’s Pizza in NYC (oh, you too have gone down this crazy path of meeting somebody at Ray’s Pizza in NYC only to later realize (not soon enough) that there are more than one and nearly a billion permutations of Ray’s, Ray’s Original, Original Ray’s, etc.)… so Tempo offers suggestions to sort out the exact location and then enters the address in the calendar file’s location field. Bingo! We have clarity, but not only does your calendar have clarity within Tempo, but in all other calendar apps that read that event file. Not only does Tempo do this, but other apps may also do this. We learn quickly the apps that don’t play well with others and hoard the clean up information (Mynd app has done this in the past, but it seems to be more friendly after its last update). Additionally, some apps give you the option as to which mapping and directions app you would like the calendar to open when you are actually on your way.

Email apps

One of the things that mobile and tablets reinforce is how painful email is in our lives (on both the work and personal sides). Being able to live in email and work with it easily in some managed way from a mobile device or tablet is critical. The small apps loosely joined concept really takes hold with email for many people. Some tools work as easy, light triage, such as Mailbox, to quickly filter through your email based on importance and time-relative needs. Also, some tools that manage attachments in email (or, more appropriately, files that would have been attachments, such as Hightail (formerly YouSendIt), which stores files and documents for your email to link to securely. The only requirement for most of the email apps is the email account must run on IMAP, which is pretty much the norm these days.

Photo apps

The quality of photos has improved drastically on many mobile devices and even tablets. This along with the adage, “the best camera is the one you have with you” (and most people always have their phone with them), has led to the reality that a lot of photos get taken on mobile devices and tablets. The photos are a common file type and there is an abundance of apps that can take a photo and modify it to improve its quality, add filters to change the look, add text, or turn into something that looks a lot like a watercolor painting. The photos can also be scanned and OCRed, as well as uploaded as a document and later searchable (as many do in Evernote.

Standards and Access

The key to many of the apps loosely joined use types mentioned (and the many not covered here) is that the files passed among apps follow a set or ad hoc standard. Text files that use Markdown (or Multi-Markdown that extends the capabilities to add footnote, tables, and more) are all human readable, but also any text app can read them and edit them. The file sizes are small, which is incredibly important for mobile devices and tablets in limited mobile bandwidth locations (be that Manhattan at 5:15 on any weekday or the outer suburbs of Accra).

Access to the files is the other important characteristic of small apps loosely joined. Working between apps may not require internet access, but working between devices that are not in bluetooth range, or sharing files to collaborate requires data access (most often through the internet). Small file size, which those of us working with mobile a long time know is still an essential for actually getting things done reliably.

Common Use Traits

These apps have a core set of functionality that stem from the capabilities of:

• Viewing
• Creating
• Honing
• Agency
• Features / functionality augmentation

Viewing is a common characteristic of all the apps, but the ability to create is where the real difference in these apps start to have real value for people using these apps and working in a small apps loosely joined workflow. The small apps can also provide the ability to hone what has been done in another app or on another device. This honing may be editing or adding data or an element to improve use. Agents that look out for us and do work we would be having to do is quite helpful, particularly when they are getting to the near bulletproof reliability some are approaching these days. The features and functionality augmentation in apps really helps when working with light apps that are focused and easy to use. Adding grammar checks and tools that can improve our work or creations, much like we would at a laptop or desktop, have shifted many people to this small apps loosely joined life.

App Traits

There are a few core traits in these apps. First off, as mentioned, they work on open document types that are are commonly used as actual or de facto standards.

Another trait is the apps are light (a few features and functionality sets), focus on simplicity, and are easy to use. Mobile devices do not have the screen space for complicated or complex interfaces, and, in reality, given where and how these devices are used, the user’s full attention is not on the app or device. Good mobile and tablet designers and developers understand this limitation very well and understand just how far they can push the limited human constraints that come into play when interacting with the apps.

The last related trait is that the apps are focused. When listening to how people use and interact with their devices and apps, it is interesting how they understand and parse functionality that fits their needs across apps. With calendaring, some people love Fanstastical’s UI for display of the day’s and upcoming events, while other people love how easy it is to input information and create events from a chunk of copied, typed, or spoken text (and getting it right). It was interesting talking with other Donna calendar app users as many of us would open Donna to get just travel-related information and / or honing the address, then close it and open another calendar app for its different functionality. The apps do a few certain things really well and those that live in the small apps loosely joined workflow are quite fine with that.

Wrap-up

The small apps loosely joined workflow and expectation has moved from mobile devices to the laptop / desktop world. The small apps that were just on mobile devices are showing up on the more fully powered devices. The output created from these apps have supporting services on the web that can augment this practice much further. Many who work in small apps loosely joined have learned to like the focused task and mindfulness of that targeted approach–they get things done far more efficiently and are more productive more of the time, and, as a result, they can often get more uninterrupted time to focus on living life beyond devices and apps. The goal going in was just to get things done on the device I have with me, but it is not a bad benefit for those whom value it.

---

Shift Happened Series

• Part 1: More Productive Not Using Productivity Tools
• Part 2: Small Apps Loosely Joined
  
• Part 3: Capturing Decisions in Social
• Part 4: The One Social Way (Or not) to Doing Social Really Well in Enterprise

Presenting "Beyond Simple Social" In SF May 30th

I am presenting "Beyond Simple Social" at Salesforce in San Francisco on Wednesday, May 30. Please join us - Eventbright free ticket.

Interfaces for social software are simple. But designing, developing and managing social platforms is not.

I will present some of the lenses he uses to help companies increase user adoption and engagement by better understanding the complexities around social software.

Getting Beyond Simple Social

“Social is hard!” is something I hear repeatedly by most of my clients and those I talk to. It is one of the issues I continually run across in my work with organizations trying to better understand social software and collaboration tools for their organization as well as helping vendors better understand their gaps and how to close them as social scales.

I have my “40 Plus Social Lenses” that I use to set foundations and understandings to better see issues, gaps, and understand the potential ways forward. Everything requires testing and rarely does the good solution work everywhere as there are no best practices, because what we are working with is humans and how they are social. Humans and how we interact is not simple, we are not simple social creatures.

In January I quickly cobbled together a presentation for the UX Camp DC (a Washington DC User Experience community BarCamp) that I quickly titled “Getting Beyond Simple Social”, which I used as a frame for why most organizations are stuck with social (it is embedded at the end of this). Most organizations are stuck as they came to social thinking there are just a handful of things to understand and this social stuff is simple. I had a meeting with the senior partner at a huge global consulting firm who only wanted to know the best tool and if I could just boil down the 40+ Social Lenses to 2 or 3 as 40 is a bit tough (not only did the meeting end in my head at that point, but so did much of my respect for that firm), I explained to the end users and customers social needs to be simple, but in reality it is very complicated and complex and somebody has to work through that, which is what people hire consultants to work through for them and guide them through.

So, I cobbled together a few items from the 40 social lenses that I have presented prior, but included 2 new slides of things. The first is “Getting to Mainstream” (slides 4 through 8) and “5 Beginning Social Questions”.

Getting to Mainstream

Much of my work is helping organizations with social inside their firewall, which means bringing it to mainstream. In my years of working with social and collaboration services and platforms (since 1996) the tools haven't really changed much, other than now the tools get out of the way much more (in the 90s the answer to improving the tools was adding form fields, which is rarely ever the right answer, our technology has moved beyond that, we should too). But, the following are the reality setting steps I take with organizations and that took me years to grasp.

Inside the firewall the goal for social is ultimately 100 percent of the employees and/or partners. The measuring stick is often email, which is ubiquitous and a very familiar tool for everybody in the organization. Email is social and is something that everybody understands and has their face in at some point during the day. Many look at what is happening in social web services and seeing ease of communication and interaction, often in the open, which solves some of the pain points that are tied to email and email is everywhere.

What is lacking in the 100 percent goal is the understanding that email often took 5 years in most organizations to reach roughly 100 percent adoption and use. Having lived through the inception of email in a few organizations and then talking with friends about their organizations where they worked or consulted, the 5 year threshold was fairly normal. I don't know anybody who was actually measuring this broadly in their organization (Connections: New Ways of Working in the Networked Organization is a great book that will get you close to this as it walks through adoption and use patterns of email in companies).

Focus on Social

The focus is often on social by those looking for a solution uses the viewpoint of social web. But, much of what they see and have explained is not mainstream usage, but usage by early adopters and innovators (in the framing terms of Geoffrey Moore's Crossing the Chasm which uses a modified version of the Technology Adoption Lifecycle). The downside of much of the understanding around social through the view of early adopters or innovations, from their own perspective or others watching, is that is far from mainstream. The personality types and traits of this roughly 5 to 10 percent of the population are quite different from the norms of more mainstream users who follow later. Much of the understandings of the clicksperts who followed the trends and tried to make sense of things (often labeling themselves “social media gurus”) failed to grasp they were trying to explain the edges as the norm.

One of the most telling examples of this is from Twitter who explained 40 percent of our active users simply sign in to listen to what's happening in their world..

Understanding How the 90 Percent are Social

If we are going to focus on social for everybody we need to understand how the 90 percent who are not innovators and early adopters are social. Most people do not interact the way social is described by the clicksperts, social media gurus, or most of what is written up in Mashable (I spend so much time undoing what is written in Mashable as “understanding” - this was the impetus for my coming to grips with Popular - Thinking about it, which also applies to so many other things).

As we saw with email in the 1990s, social tools can reach the 100 percent. The BBCs wiki usage passed 100 percent adoption after 5 years of use. It takes time for adoption to happen, but it also takes guidance and modifying tools for use by mainstream. Euan Semple, who started and guided the BBC initiative as their head of knowledge management as a fantastic book out now, Organizations Don't Tweet, People Do: A Manager's Guide to the Social Web, if you want a good understanding from somebody else who has been living this.

5 Beginning Social Questions

Where I started getting to the reality of social and collaboration in 1996 I was managing a private Compuserve forum for 3,000 lawyers for a legal trade organization. I was continually running into issues pertaining to social problems. Having a solid academic background in social sciences with organizational communication and communication theory undergrad and public policy for grad school looking at human social interactions, particularly at social scale scale was something I had training for and experience with. But, having a mediated interface through a whole new perspective to think through.

I quickly realized there were a high level set of 5 questions I was continually coming back to so to try and solve some of the issues I was seeing with use and non-use of the service (I also spent a lot of time with the Compuserve product people talking about issues and means to resolve them). The 5 questions I asked started with trying to resolve, “Is it:…”

• The person
• How humans are social
• Cultural influences - or cross cultural issues
• Organizational constraints
• Problems with the tools / service

Never was the problem just one of these elements, but it was a mix of two or more of the elements. On very rare occasions it was just the person, but like many things where there is one instance there will often be more. These 5 simple beginning social questions get intermingled and tangled very quickly and are just the tip of the iceberg for all things social software that would follow for me.

The Person

The person is often the most common place to point with there is a problem or issue with social software. If it is seemingly a one-off problem keep good track of what it is, as quite often you are looking at social software's equivalent “patient zero” (also known in epidemiology as the index case) and understanding that one person's problems and issues as much as possible will help sorting out the real issues then if and what could or should be done to resolve the issues.

The downside with focussing on just the individual is everybody is different with their make up is different and has different experiences, has different cultural inflections, is a different personality type, has a different social role, as a different work role, and many other variables that influence who they are and their social interaction needs. Many of these variable or elements can be clustered with others with similar traits so that we are not dealing with an “every snowflake is different” syndrome, but need to at the core of it understand why every person (snowflake is different).

How Humans are Social

Understanding with some broad and unfocussed grasp of human sociality we need to look at if the problem at hand or the need in front of us is viewed from how humans are social. When we think in this perspective it is best not to use an innovator or early adopter perspective as they do things that are out of the norm (think of Mark Zuckerbergs egregious claim that people want to be openly social and nothing can be farther from the truth for most of human social experience, most humans normally are not wired to share everything openly and looking at those of us who are broken should not be mistaken for the norm). Thinking of how humans at scale or broadly generalized are social can help is a helpful perspective, but knowing what the real norm is, or the norm is for the relative cultures is helpful.

Cultural Influences - Cross Cultural Clash

How humans are social is often problematic as the norms we consider do not really translate well across cultures and particularly inside organizations. We do know that people with interact with others in smaller more comfortable venues, but who is included nor not included in the conversation or even simple sharing of things doesn't universally translate. I have twice run across people who have been working to solve lack of use of collaborative platforms that are shared between US/UK portion of the company and their Japanese counterpart. The core problem is in the forum groups the US and UK employees will share more openly and freely if their managers are not part of the discussion and do not have access to the group, but in Japan not having your manager in the discussion is seen as highly disrespectful and is something that employees should never do.

Not only does culture come from global cultural differences, but understanding an organizations culture is also essential as many times the organization has its own ingrained ways of handling things and its culture is broadly adopted through learning or other less formal enculturation patterns. Understanding what happens in the organization when something goes wrong is often a really good pulse point. Having the depth of understanding from change management professionals is helpful for sorting through an organization's baseline culture and the possibilities for modification to that existing perspective.

How and organization is managed and controlled is really helpful to understand as it often is echoed in how social software and collaboration tools are used and adopted. How malleable that corporate culture is will be very important to grasp at the stage of tool selection, because each tool and platform has its unspoken social interaction model that it echoes. Getting the wrong interaction model mapped to an organization's culture that runs counter to that organizations broad culture you will have issues. It is also important to keep in mind most organizations have many subcultures, which often makes one social interaction model difficult for adoption and optimal use.

Organization Constraints

Every organization not only has its own cultural fingerprint, but it is often constrained by external pressures, particularly if it is a publicly traded company, an organization in a heavily regulated industry, or has a lot of oversight as governmental and NGOs have with their public view and those that gave and review their charter. The external oversight along with rules and regulations as to what can be said, who can see it, who shouldn't see it, and formal record keeping all play an important role in use, as well as tool selection and its implementation.

This is also often intermingles with cross-cultural issues of roles in organizations as some, by their role (legal, HR, mergers and acquisitions, etc.) are far more restrictive and not prone to sharing or cooperation outside the bounds of their small trusted and approved collaborators working within their known bounds of permissions and sharing. Where as those in marketing roles are often far more comfortable interacting more openly and broadly and are willing to cooperate, but you take the sales slice of that marketing and you hit people who are heavily competitive and often have personality types prone not to share and are also rewarded and encouraged to be competitive (often with the mindset, you share with me as much as you want, but I'm am still competing heavily and sharing is not in my best interest at all - yes, heavily stereotypical and often for a reason).

Is it the Tool or Service

The medium that all of this social interaction takes place to get the work down plays a tremendous role in what works and doesn't work. As I pointed out recently in Social Reticence of a Click things as simple as a star to favorite things (as the only option for one of three different social intentions) can lead to serious problems (serious if getting fired is serious)). Most (I have yet to find one that actually grasps this, but I am open to being surprised) of the analyst firms out there have simple check boxes that do a tremendous dis-service to social software and collaboration services as the things that actually matter and are needed to be understood are not included in any of the check box mindset understandings of the world. The magic quadrant and other farcical measures don't help understand what is needed to make good choices and this often leads organizations to purchase the wrong tools for their needs.

Often the tools get in the way from our optimal interactions as many of the elements that are important to grasp as put forward above (as simply and thinly as they have been conveyed) were not grasped in the consideration, selection, purchasing, nor implementation and honing of the service. Far too often the tools have been created outside of the depth of understanding of human social interactions and implemented by IT whom, as was brilliantly broad brush stated by Maciej Ceglowski of Pinboard, is as relevant to do the work as having a Mormon bartender (having spent much of my professional life within IT and dealing with social this is as apt a metaphor as any).

The tool is often one of the pain points, as most do not embrace human social needs as they run counter to how humans are social. But, the tools is not always the part to blame.

It is A Mix

As it is with many things, it is not the individual pieces of this 5 part question looking to find a simple answer, but it is almost always a mix of some, if not all of these five elements. Our poorly thought through understanding that social is simple quickly hits reality that we must get beyond simple social understandings to understand how it is complicate and complex to we can move beyond. Looking at these five elements knowing which ones play what roles as part of the foundation of the problem set is essential, but having good data and understanding is needed, but also a solid understanding in of this panoply of intertwingled elements and how to best make an adaptive service that meets the needs of the people who have been waiting for a long time for a good social and collaborative service that meets their needs of business as it takes a larger step to better interactions in the work environment. Yes, most don't know they have been waiting, but most know the tools they have been strapped to in the past and often currently are not anything that they should be and often the tools and services are not really usable and IT spent money to create a problem rather than taking large strides to solve it. It is time to get beyond that, but doing so takes moving beyond the model of simple social.

Getting Beyond Simple Social

View more presentations from Thomas Vander Wal

On the Way to the Next Big Thing

This was written in April 2011 and a publication had interest in publishing it, but it didn't fit their editorial cycle so it sat. I have annotated this with an endnote to bring it current.

A funny thing happened on the way to the next big thing, the big thing was little. Many people are looking to build the next Facebook or Twitter, but those that are gaining traction and actually being used don’t focus on collection and aggregation of the masses, they focus on the small groups of people who know each other and really aren’t connecting or interacting in or for the public eye.

At SXSW this past year, 2011, the next big thing wasn't one thing, it was many things. It was these same smaller group interaction platforms that let people who know each other already interact. The funny thing is this really shouldn't be a surprise to anybody who has actually been following or connecting to the mainstream in the crowd using Facebook or any other large service. Most people are are connected to a small group friends or other label for the people they share information, status, and possibly location with. When Facebook took its service beyond the walls of the university and let any old Joe and Jane in many of the students had fear and cut back their usage of the service. They wanted a service to have more regular communication and more private interactions with out of the eye of the hoards. This isn't because they are doing things they are ashamed of or would cause them consternation if others found out, it is because that is how most people in mainstream interact and consider normal. Many of these students kept their Facebook accounts and use them occasionally, but this is not their social home, this is not where they check the pulse of the group of people they want to connect with.

When you consider how this plays out you see it really clearly inside organizations that have openly social communication and collaboration platforms up and running. Much of the interaction is often not out in the open, but in the more focussed less travelled (or even semi-closed) groups and forums. These are the comfortable spaces with permeable walls. But, this is often where much of the sharing and interacting happens in organizations.

For many who drank the Kool Aide of people want to be openly social, this is an odd trend. But, it isn't really a trend it is the norm and for most of time going back this has been the norm. There is something to Robin Dunbar's postulation of “theoretical cognitive limit to the number of people with whom one can maintain stable social relationships”, which is commonly known as “The Dunbar Number” and is approximately 150 (with bounds of 100 to 230 as reasonable lower and upper reaches for most people). But, for small very close knit groupings of friends you often see from a a few teens in groups up to 40 to 50. But, about 40 to 75 the dynamics shift and is repeatedly comes up when talking to people in digital services with the number of people where the service shifted from being fun and easy to use to being more work.

At SXSW this year the proffering of small social services, many for smart mobile devices only, like Beluga, Ditto, GroupMe, etc. were the talk of the event in Twitter and from the remote conversations I was picking up on. The question was, “which service are you on?” for those you deemed viable enough to connect with outside of the masses in Facebook and Twitter. These services are where people look for who wants to meet up for dinner, where is the good place to hang, or most importantly “where are my peeps?”

Invisible Communities

This past week I caught Chris Heathcote's presentation on “Invisible Communities” from February 2011 at Lift Conference. Chris talks about all of the unseen communities on the internet and web, which have nearly always been there and keep growing. These are the web forums where the “good” information is shared. These are the handled application based services, some with web presence, but very few are searchable or open to the public. Chris' talk echoed most everything I hear when I talk to the famed “millennials” in organizations who are claimed to be “openly social” and heavy users of these huge web social tools, but when I sit with them in organizations regarding social tools inside the organization (they are included as they are supposed to be the heavy users and the ones that really know this stuff well), but dang if I have ever run across one that has claimed this. Very few use Facebook or Twitter (the “Twitter is for old people” (over 25) is commonly stated) and they all state some different small social tool where they keep in touch with their good friends with.

Personal InfoCloud

Doc Searls wrote a real gem of a post, “The Sense of Bewronging”. Doc's post is about the need for personalization and putting things in context that “I” care about, or as talked about here in this site the Come to Me Web and Personal InfoCloud. A post that triggered Doc was a presentation and post by Louis Gray “The Third Wave of the Web Will Be Uniquely Personal”. Both of these posts talk about aggregating all that we have inbound and as well share out (our digital exhaust) so to filter and hone what it is we care about so to serve it up more to our actual interests and with out information overload.

Many of us have been aggregating our own information for quite a while in various tools and services, or on just pulling and archiving feeds. Phil Gyford talks about a new kind of front page, Steven Berlin Johnson talks about the need for a Commonplace Book, Drummond Reed discusses the Personal Data Store, Jon Udell has his Hosted Lifebits, and Kim Cameron says my Personal InfoCloud “I think a framework like the one he proposes - based on attraction - is probably an early harbinger of the identity big bang.”

Why Does this Matter?

All of this matters because for as much as we use ThinkUp, My6sense, Momento app, Summify, etc. for our aggregation of personal exhaust data and to filter to ease our attention focus as well as use and most importantly reuse what flows through this at some point. In using these services most are focussing on the big social stops like Facebook and Twitter, just like malls have big box stores, but most people are not going to the mall for the big box they are hitting the smaller stores or skipping the mall altogether for more personal customer service and supporting businesses of people whom they know. If the social aggregation and information filtering tools are keeping their focus on the mall’s big boxes of social web, they are missing where many people are actually spending their valued attention. Having a wonderful service like ThinkUp to provide a history of what I have shared and was shared with me (or the more impersonal fact, shared to many and my friend hooks, nabbed a digital copy of that sucker) so that I can search and pull things together later is missing some key valued elements.

While it is worth the time these services are spending (all pulling the same big sites and services and missing the less broadly known services) on the big box social web services, so we can pay a bit less attention on them but for some digests and pay attention to our more valued services. But, what looses out is the use and reuse of across all those services. You have a friend share a book she just finished she thinks you and your group would like, but shared it in your tight friend space you won’t have easy recall from a central place. A real personal aggregation and attention management tool needs to capture all streams we consider to have value. Being able to build a Granular Social Network that really works and that keeps our attention from being over taxed is where much of this really should head. We have been stating what this third wave of the web should be for a long time as a personal web, we now have the tools start getting there, but we need to ensure our focus fits our needs and our actual interactions.

Yes, for those of you that have made it this far and have been waiting to state all this is walling ourselves off from the rest of the world, well I think this aggregation, archiving, and filtering to keep our attention from hitting overload is needed so we can take a much broader look at what is outside our bounds. If we enable keeping what is valuable in front of us we can explore and interact even more.

Some things have changed a little bit in the past year, but largely not much has changed. Facebook has its Timeline, which has thin value for being able to scan the real volume of our activities and then be able to aggregate and reuse that information in more usable and valuable (for one's self and others) format. It is an interesting visualization, but the value of making deeper sense just isn't there and understanding things never seems to fit in Facebook's plans.

Removing Trust

About two years ago I made a conscious effort not to use the term “trust” and encouraged those I was engaging for work and social interactions not to use the term. The problem is not the concept of trust, but the use of the term trust, or more accurately the overuse of the term trust. Trust gets used quite often as it is a word that has high value in our society. There are roughly seven definitions or contextual uses of the term trust, which is problematic when trying to design, develop, or evaluate ways forward from understandings gaps and potential problems.

Initially, I started a deep dive into reading everything I could on trust to get a better grasp of the term and underlying foundations. I thought this may provide better understanding and bring me back to using the term and with more clarity of understanding. While, this helped increase my understanding of the use of trust as a term it also confirmed the broad fuzzy use of the term, even within attempts to clarify it.

Why the Use of the Term Trust is Problematic

When I was working with people to help improve their social software deployments or use of social sites, as well as engagements in B2B and B2C arena the term trust was used a lot. I would ask people to define “trust” as they were using it, and they would describe what they meant by trust, but with in a sentence or two they had moved onto a different contextual definition. Sometimes I would point this out and ask them to redefine what they meant, pointing out the shift in usage. When I asked one group I was talking with to use other words as proxy for the term trust things started moving forward with much more clarity and understanding. Also gone were the disagreements (often heated) between people whose disagreement was based on different use of the term.

Once I started regularly asking people to not use trust, but proxies for the term I started keeping rough track of the other words and concepts that were underlying trust. The rough list includes: Respected, comfort, dependable, valued, honest, reliable, treasured, loved, believable, consistent, etc. Many found the terms they used to replace trust were more on target for what they actually meant than when using the word trust. There are some sets terms that nicely overlap (dependable, reliable, consistent and valued, treasured), but one term that came up a lot and generated a lot of agreement in group discussions is comfort.

Social Comfort Emerges

Within a few months of stopping use of the term trust, comfort was the one concept that was often used that seamed to be a good descriptor for social software environments. It was a social comfort with three underlying elements that helped clarify things. Social comfort for interacting in social software environments was required for: 1) People; 2) Tools; and 3) Content (subject matter). I will explain these briefly, but really need to come back to each one in more depth in later posts.

(A presentation to eXention last year turned what was publicly one slide on the subject into a full 60 minute plus presentation.)

Social Comfort

View more presentations from Thomas Vander Wal.

Social Comfort with People

Social comfort with people is one essential for people interacting with others. Some of the key questions people bring up with regard to social comfort with people are: Knowing who someone is, how they will interact with you, what they will do with information shared, reliability of information shared, are they safe, can I have reasonable interaction with them, and why would I interact with this person. One of the biggest issues is, “Who is this person and why would I connect or interact with them?” But, most social software tools, particularly for internal organization use provide that contextual information or depth needed to answer that question in their profiles (even in the organizations where most people have relatively “complete” profiles, the information in the profiles is rarely information that helps answer the “Who is this person and why should I listen or interact with them?” question.

Social Comfort with Tools

Social comfort with tools is often hindered by not only ease of use, but ease of understanding what social features and functionalities do, as well as with whom this information is shared. There is an incredible amount of ambiguity in the contextual meaning (direct or conveyed) of many interface elements (ratings, stars, flags, etc.) fall deeply into this area. This leads to the social reticence of a click, where people do not star, flag, rate, or annotate as the meanings of these actions are not clear in meaning (to the system or to other people) as well as who sees these actions and what the actions mean to them. Nearly every organization has a handful if not many examples of misunderstanding of these interactions in actual use. The problems are often compounded as sub-groups in organizations often establish their own contextual understandings of these elements for their use, but that may have the opposite meaning elsewhere (a star may mean items a person is storing to come back to later in one group and another it means a person likes the item starred and can be construed as a light approval). Even services where this is well defined and conveyed in the interface this conflict in understandings occurs. (This is not to ward people off use, but the to understand lack of consistency of understanding that occurs, although the 5 star (or other variations) are really universally problematic and needs a long explanation as to why.)

Social Comfort with Content

Social comfort with content or subject matter can hold people back from using social software. People may have constructive input, but their lack of their own perceived expertise may be (and often is) what inhibits them from sharing that information. The means for gathering this constructive feedback is needed along with the ability for others to ask questions and interact, which usually rules out anonymous contributions (additionally anonymous contributions rarely help mitigate this problem as that doesn’t really provide comfort, as well inside most organizations it is quite easy to resolve who is behind any anonymous contribution, so it is false anonymity). People often have contributions they believe are helpful, but may not be fully fleshed out, or are need to have the information vetted for internal political reasons or put in context (terminology and constructs that are most easily understood and usable) through vetting of others (whom there is social comfort with).

Improving Outcomes with Focal Shift

One of the outcomes of this shift from the term trust to others, including social comfort is areas that need to be addressed are more easily seen, discussed, considered, and potential solutions identified. The end results are often improved adoption through improved community management, improved interfaces and interactions in the services, better tools through iteration, and improved adoption.

Facebook Makes it Hard to Like Them

This past week Facebook made a load of changes to how it works at their F8 conference. Very little of it is new or innovative, other than it is taking the ideas mainstream (and the ideas are poorly executed in usual Facebook style).

There are a lot of things that are problematic and troublesome. This is not directly about "the world is becoming openly social", which is a tiresome untrue meme if you talk to most people who are outside the tech industry. There is no quicker sanity check on this than watching use and more importantly non-use (more importantly why it is not used) of social tools inside the firewall of organizations. Being openly social is something that is very counter to most human cultures as we are not wired nor raised that way.

This is a listing of the personal problems Facebook has put me through. None of them were my decision or had my approval. (Also an overheard conversation included here toward the end that was pure gold.)

Reason I Use Facebook

First off, I have used Facebook to interact and keep up with friends and contacts I have met across life's travels. People are really amazing and Facebook is one place many of those who are not in design or technical industries hang out (exactly like AOL was in the 90s). Many of these people I have no idea of their views, beliefs or values, I am just connecting to them because I knew them at one point in life and I valued that relationship then for some large or small reason.

I joined Facebook just as it was opened to the non-academic crowd for the sole reason of connecting with and following the social software researchers who were (and still are much more) on top of what is good, missing, mis-understood, and wrong (still) in these social tools than most of the developers, designers, owners of the services, and pundits/gurus in this genre of tools and services. Ironically, these researchers really are not using Facebook as much and more ironically are finding, using Facebook data, that Facebook claims that people want op it to open up is far from the case (roughly 16,000 to 60,000 of Facebook's 400 million plus users requested things to be more open).

Opening Profile and Getting it Horribly Wrong

The first instance I ran into Facebook's mis-steps was with their Profile. Facebook turned all of the statements about one's self into links and made all of those open to the world. All of these statements had permissions closed to what I was comfortable with prior.

The big problem, as it always does with name and subject resolution is disambiguation (what is meant by a word, e.g. what is "apple", etc.). Any Profile likes or interests that I did not want to use the Facebook auto link would be removed from my profile (what challenged developer thought that one up?). The first look at my Facebook account it asked for me to give a blanket approval, to approve the creation of links one by one, or do it later. With 70 some links and I could see a few were not right and I was in Facebook check on a work contact so I was coming back later. I came back later that same day and still was focussing on work and Facebook asked the same and I replied the same.

The following day I looked at Facebook with a little time (10 minutes or so) and opened the select the links I want to make. The screen allowed me to approve all links with a check box and save. There was no, cancel option or come back later. I realized a couple of the links were horribly wrong (disambiguation problems) and I needed to sort out how to get them right. Since there was no cancel button I closed the page in the browser. I came when I had more time and found Facebook approved all of the links, even the wrong ones with out my permission.

The problems with this are it linked one of my favorite movies Blue of the French three colors trilogy to a porn movie (there are 3 it seems with this same name, according to various web searches). It created a fake page for my company, keep in mind Facebook doesn't care about pointing to actual pages or canonical (the source) source on the web (the web matters little to Facebook just like it did to AOL in the 90s). I don't nor will not have access to edit that fake Facebook page it created. The company I worked for prior also had a fake representation made up in Facebook and aggregated people from the four different companies with a similar name that none of these companies can fix either.

Cleaning Up Profile is Intentionally Hard

The only option to clean up the porn link and the remove other things while trying to sort out how to fix my own company link. In trying to remove the porn link first I found removing the link on the profile page by hiding it and then deleting it does nothing. The link was still there when I refreshed my profile page (as expected Facebook has either has no clue what it is doing or makes things intentionally difficult, and it is really hard to find designers and developers this incompetent). I went through my privacy pages and stumbled on something related and removed that, which did nothing to the profile link. An hour later I found a third place (I have no clue where) that had a remove option for that link, which finally worked for it and the other links I was removing.

At this time I also was locking down permissions by making all Facebook shared interactions with the service only available to 'Friends'. This lead to going through screen after screen and repeating the same changes for the same apps and services, because Facebook management is made intentionally hard and cumbersome. The global changes are not global, there are many more steps to getting things and keeping things locked down.

Why Tighten Permissions?

I had most of my Facebook permissions set to 'Friend of Friend' as I am rather cautious about what I share into the service. In February and early March I sat through 3 demonstrations from different marketers showing the great trove of personal data that Facebook offers up when you use Facebook Connect as a login to your site or service. But, not only is it the person's own personal information they are getting access to but anybody's information who has 'Friend of Friend' selected, as companies, advertisers, marketers, and any organization is your 'Friend' right? Many in the room realized how egregious this is, as most mainstream people (non-tech industry) using Facebook do not think about how widely this information is being shared and it is far from their intention to share the information with marketing or ad services (in many instances talking with mainstream people they are appalled and would not share that info or change what they say had they any idea). All three people demoing Facebook Connect clearly understood the ease to do evil with what was being surfaced and blatantly said "we will never do anything like that as we are an ethical marketing firm" (nice sentiment, but most in the room were not worried about these people presenting).

Where it became really clear to all in the room at one demo, was when the marketing analyst brought in live data they had collected (all three of the demonstrations did this, "to show the power" of their tools and ideas). The marketer selected one of the guys whose information was just added to their database and looked at all of the info that was shared. We all saw is name, his work, his home address, his phone numbers, he was married, his wife's name, and link to his profile, and many many other pieces of data, including people he friended. The marketer used the profile link to show this guy's page, which showed he had not linked to his wife's profile if she had one. But, it was clear most of his current interactions on Facebook were all with gay men and attending various "coming out parties". The marketer became very nervous and uttered, "I guess this guy's wife doesn't know he is gay". This statement may be completely incorrect, but having only partial context (perhaps not knowing his brother died of AIDS and he actively raises money for that community, while not being gay himself, or many other possibilities, even he is actually a gay man).

Transference of Reputation

The point is most of what is shared in Facebook is done with the understanding it is more of a closed private system than it is. But, also our friends and connections information is also part of who we are perceived to be. If we are connected to someone who turns out to be a member of the Klu Klux Klan, there is very quickly questions and assumptions of the similar is likely for us.

Facebook also opened their open social graph, which shows that people are connected and people are connected to things. There is no context in the social graph other than connections. These connections are built by friending someone or using Facebook's new Like feature. [Adina has a really good post on this The problem with Facebook Like]. The problem with an open social graph is it lacks context, it just shows who is connected to who or what. This is a problem with the unknown connections like Klan member, but also it opens up great trove of understanding for people to social engineer information and relationships to gain false trust for crimes or other deviant reasons.

I have stated over the years "The social graph is dangerous without context and much more dangerous w/ partial context", which is this social graph with no context is the just raw connections can be harvested and used in ways people never dreamed of when they made these connections. There is some trust that the organizations capturing this information will look out for us, but in this case Facebook is openly selling access to just that information. Facebook doesn't have your back, it has their own wallet. But, these partial context issues like the friend from years ago who is a Klan member and the usual human transference of reputation is more problematic and dangerous. The claims (assertions) people make about who and what they are connected to need context and it needs to be as robust as possible.

A Facebook "Like" has very little value to the person who clicked that link and has very little value to their connections. If you "Like" a restaurant, is it because of the food? Staff? Close to your work? The pies? Not knowing any of this makes that Like rather pointless. Services like Yelp allow for reviews and ratings. That level of context can start to have more value. But, solid value is when you get down to the level of Foodspotting, which gets to the real context of why somebody likes something, such as what at Shake Shack you liked. The ambiguity is removed and the understanding is clear. With this kind of information Facebook's Like is pointless and meaningless to people, but it does have big value to Facebook as it creates inbound links for Facebook.

External Opt-ins and Data Retention

Saturday I spent a few hours trying to clean-up Facebook while deciding to close my account there or if I could close access to account the few hundred people I am connected to there and make it harder to keep up with them there. After doing this I went to the Washington Post to check to see what activity was going on that had contacts on Twitter commenting about police activity in Washington, DC. The Washington Post greeted me with a large Facebook widget showing my Facebook connections and articles they like in the Post. This was something that the Washington Post opted me into with out my permission. Knowing that Facebook opened data retention from their partners from requiring them from having to dump data they get about its members after 24 hours to allowing them to keep it as long as they wish, also combined with Facebook opening access to parties open access to this new public information Facebook created with out asking permission (and making wrong open statements about the information in my profile).

Facebook is completely overstepping the bounds of anything right and decent by allowing opt-ins without permission from members. But, the Washington Post showed they have little understanding of the reality by opting me in with out my permission as well. All of the valued relationship I have with the Washington Post over the years, particularly after advising Post employees in my workshops more directly about social interactions, the fragility in keeping good relations, and getting social interactions right showed they have very little grasp.

Where to Now?

I still have not closed my Facebook account as it is the people I care about deeply who are there. But, it is those same people who are also realizing they are being thrown under the heap thanks to Facebook.

The other day Marshall Kirkpatrick asked me for comments on Facebook's steps and the need for a more distributed social network and that more distributed open network is where I think the next step will be. I think there will some really interesting discussions at the Internet Identity Workshop next month along these lines as many in the identity community are amazed at the lack of basic understanding of identity, privacy, and related social interactions Facebook has shown in these latest steps. Who widely people in the mainstream grasp what has been done to them (stereotypically people in the United States of America give very little concern to privacy, as they expect it is there and do not think it would be eroded or even the consequences of that). The distributed model where your identity and profile is housed in a place where people have deep trust and access to that can be accessed through permissions (think along the lines of Mine.org) is where we are headed next. When your provider is not as trustworthy as you wished or were lead to believe you can move to another and keep the relationships across all the services you already have as well as the permissions for who has access to what that you are comfortable with get moved as well.

Who Feels this Pain?

I don't know how widely this pain is felt, but one conversation I overheard gave me insight into one place where this pain is felt.

This weekend I was leaving an activity as the next group was arriving. One guy was particularly irritated and was complaining about Facebook and his profile links:

Irritated guy: I just went to check my Facebook account to see if my friend was coming this morning and I found my profile page was now all links. I didn't give them permission to do that.

Guy's friend: Mine did too, but I didn't have much there, just school and work.

Irritated guy: It is the work link they screwed up. The linked law firm Facebook now claims I worked at is not where I worked, but it is some ambulance chaser firm with a similar name. That is the last thing I need is that crappy of a reputation. I did not give Facebook permission to do that. They rather need to get to my permission by law, as it is they are making up lies about me.

Guy's friend: You moved on from your old firm? Where are you now?

Irritated guy: I am now a lawyer for the Federal Trade Commission. I left my old info as current as I haven't had time to change it.

Related Links

• What's there to like? Facebook Likes and social object relations by Adrian Chan
• Privacy, Consent and Collaboration by Oliver Marks on ZDNet
• The teachings of failure by Doc Searls
• How to Delete Facebook Applications (and Why You Should) by Sarah Perez at Read Write Web

A Conversation on Social Interaction Design with Adrian Chan

Earlier today Adrian Chan and I had an e-mail exchange that both of us enjoyed and agreed it would be good to place it out for public consumption on our blogs. The ideas and concepts differ in their focus and approach, but are similar in that they are trying to reconstruct a much improved social interaction design understanding than the light understandings that are perceived and built upon in many of the social service on the web today.

What follows is the same content (directly from our e-mail exchange) that Adrian posted earlier today. It is rough form (I added markup for clarity in structure, we didn't use bullet points in our e-mail), but good understanding of what we are thinking. What I am discussing is a small part of what was in my recent workshop from last week.

On Jul 21, 2009, at 8:59 AM, Thomas Vander Wal wrote:

The conversations models & how they map to the difference faces & steps in the communication progression from personal, collective, community/group, and collaborative have interest to me. Each are different design problems with very different interaction & communication needs, hence leading to different conversation models.

• Personal: Focussed on holding on to objects (including people & relationships) and annotating for refinding and aggregating as needed.
• Collective: Open sharing/stating around objects (with various possibilities around level of sociality) with some conversation directly with them in comments, but also indirect conversations (friendfeed, microsharing, etc.)
• Community/Group: Fully aware of others with interests around the object and interacting with the others in a manner that is open to others in the community/group.
• Collaborative: Goal is getting down to one view and one product. This requires the means to identify and work through conflicting concepts and understanding. Requires working together and identifying, addressing, and working through conflict to come to one resolutions (there can not be more then one personal day policy in an organization).

On Jul 21, 2009, at 12:25 PM, adrian chan wrote:

these are cats used by ross, clay and others that i'm not totally aligned with. primarily because I don't think they reflect anthropological or sociological distinctions in interaction systems or situations. (e.g. paired interactions, triangulated interactions, group membership, inter-group interaction, alliance, family, tribe, community, or now the social media-specific formations which seem to be "invisible audiences," "publics" or "audiences" depending on who you talk to.)

for example i don't think "collective" is a natural social phenomenon but if it occurs is a byproduct or outcome of carefully structured interactions in which personal social dimensions are minimized to reduce the bias of status, rank, hierarchy and other attention-getting behaviors. Which is why Hunch.com has shirky written all over it, or why we all use wikipedia as our reference standard for collective action!

in other words,

• a structuralist would tell us that these categories don't exist.
• a sociologist would say that forms of communication and social practices transcend these categories and may be found in the reproduction in any of these categories, so cant be the causal explanation for how these categories of content production are realized.
• a psychologist would say that user motives are not a reflection of a kind of social arrangement, that for example interpersonal stuff, attractions and flirting, lurking etc can all occur in social groups of different sizes and structure
• a social media theorist might say that it matters more how people see others, see themselves, and think they see how they are seen by others, and that the constraints on action in and results out are what govern behavior -- but that users wont have "collective" or "collaboration" etc in mind when they're acting -- that user centric view will prevail over an architectural one

i think where shirky has a blindspot is in motives -- he's a good pattern recognizer but patterns can be effects without being causes, or without being the goal or the motive of a certain user's activity.

where shirky sees structure as a way of possibly eliminating social distortions, i still think it's essential to know how the user sees himself in the social field to know where bias may be introduced.

and in today's highly conversational mediaverse, these structures are hard to map to aggregation, disaggregation, and other twitter/status feed phenomena. twitter and its kin are so fluid, so ephemeral and time-based, that it's hard to grasp the causes of social outcomes without using communication theory and interaction dynamics (which i sloppily call "conversation models"). challenge being that one has to capture what interests a user -- could be their own status, could be their reputation, their commitment to a higher goal, their need for attention, etc, all of which come out in conversation but none of which are governed by structural arrangements (like collab, collective, or community)....

in short the question you raise is: does the social order account for user behavior? Is the social order the user's orientation. I don't think it is, but that would be my bone to pick with ross or shirky (some day....)

what do you think? am i making sense?

On Jul 21, 2009, at 9:52 AM, Thomas Vander Wal wrote:

Your approach makes sense and fits wonderfully within social comfort. One of the things I have found working with organizations on the inside is the assumptions from the outside (open web tools) are broken. Adoption of the same patterns outside don't happen inside organizations, as the measures are vastly different (outside pure numbers (100k to millions of users) and inside is percentage of employees/customers). Our assumed understanding for tools and models from web 2.0 don't really work well when dealing with closed populations. What we realize is these tools are less than optimal on the web too. This was my huge problem in writing my book (Understanding Folksonomy) for O'Reilly, I could not explain value that was derived nor could I explain things that were broken.

Conversation models fit nicely in social comfort, which I currently have set within the elements of social software and build order. Unless the prior elements are met, there is no communication/conversation. The realm of social is far more complex and runs on many different planes and models at once. There is no pure model, but a mixture of models and understandings.

The elements of social software and social comfort are important in all of the faces of perception (where personal, collective, community, collaboration, newbie, system owner, and external developer) come into play as task roles. But, seen from the perspective of a cube or other polygon, we can see many sides at once and are participants in the various tasks and faces.

I agree and disagree with "but that users wont have "collective" or "collaboration" etc in mind when they're acting" as I see the mindset of whom am I sharing with (how broadly) and goals (stated or inferred) with the task type, when users are interacting with others on internal social tools. But, it is not the user's perspective that is at the forefront as much as it is having the proper tools with the proper elements to achieve each type of task. Most organizations do not think of the progression of tasks and ensure their tools embrace the needs at the various stages. Often true collaboration elements are missing as well as desperately needed tools for personal tasks.

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.

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.

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.

Email 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.

LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 1 of 2

Why LinkedIn Needs to Have a Better Grasp of Social

A heavy user of LinkedIn, I have been hearing identical complaints to my own as regular business networking event conversation fodder for the last six months or more. Light users of LinkedIn as well as those of us who have over 600 connections have nearly identical problems.

At its core the social interactions design is severely flawed and poorly thought through. LinkedIn integrates social interaction components and features as if they were playing a game of "me too" with Facebook. This is problematic as much of the Facebook social interaction design is poorly executed. I have stated how Facebook's DNA does not support business use (in Facebook for Business or LinkedIn Gets More Valuable. Oddly, now LinkedIn seems to be building the poorly thought-through Facebook interactions, implementations which are directly counter to their reason for being.

Wake-up LinkedIn! You may have money to get you through some sort of recession that lasts for a while, but your business relevance requires you to get these things right and get them correct now.

Too Many New Features, Too Fast

LinkedIn now has conflict and confusion about its primary focus as a service and what is the primary social object. Prior to 18 months ago LinkedIn was more or less a live resume and work connections site. The social object was the individual person and the focus was clear and social actions, while limited, were clear and focussed too. The addition of more social interaction and services has completely lost that sense of focus and could be one of the causes of poorly built social tools.

The last 18 months or so has LinkedIn seeming like it wants to be more of a Social communication site,  workplace social platform, and/or  general social site like Facebook with a quasi-focus around work-life.The lack of central understanding of what LinkedIn is also has increased the scatter shot understanding of social and voice (based on really confounding contexts for understanding). The inclusion of social elements that bleed into LinkedIn, with similarities to Facebook, are executing on the same social understanding of social interaction design that acts as if the last 8 to 15 years in digital social interaction design and knowledge did not exist.

This is a compilation of things that have been increasingly bothering me with the rollout of LinkedIn's social features. They seem to roll out features that are not fully baked. Then, they release new features rather than fixing the poorly thought through functionality already deployed. I have delayed writing this as I have heard many of these items were going to get fixed (but have not after far too long). I also have many friends at LinkedIn and have not wanted to rock their boat (but many of them have publicly and privately encouraged me to write this publicly).

Another reason for posting this is I am seeing these mistakes many places. Far too many "social x gurus" are just users of less than optimal systems. They don't grasp the less-than-optimal features are holding back the tool adoption, in addition to a lack of social interaction design.

This muddled social mess triggered Jonathan S. Knoll to proclaim on Twitter, "LinkedIn: the online community of people you don't really like."

What Worked Well

LinkedIn worked well for me as an ambient social network for business contacts. The last 3 or 4 years LinkedIn has been one tab that was always open in my work browser (until a couple weeks ago when I got fed up). I would watch the ambient flow of who changed jobs, titles, connections, and what they were seeking. These were social business clues that I used as opportunities to reconnect with people and see where I could help out.

LinkedIn was a great tool for strengthening business relationships. Quite often I would offer help to someone job seeking or send congratulations on new role or job. The communications often lead to chatting about working together, which had a really good business upside for me.

Watching people connect has value in finding people I already knew and had not connected with, as well as having some understanding of who outside a community is looking for help (those who say they can tell everything about a person by who they connect to don't understand social interaction dynamics very well, particularly around business relationships and business growth).

LinkedIn's recommendation services for finding others to connect with have been really good. The only other service that is this strong in my opinion is Plaxo, which is a service that increasingly has taken the place of LinkedIn for me. Plaxo understands volume, various levels of relationship, and keeping contact information current where you need it (in address books, not is disconnected services). LinkedIn is also really good for capturing and making recommendations of one's work.

Something LinkedIn has done rather well is its iPhone application, which really should be extended to other mobile platforms for smart phones. It finally enabled the ability to use contact information in a use context that matters and outside their service (mail does some of this but it is broken as in LinkedIn responses and external responses are not coordinated).

LinkedIn's question and answers section has been done rather well. Many people find it valuable and get good use from it. There are many things that could be done to augment it, particularly around using it to build an understanding of reputation around subject matter. It also could use the ability to easily hold on to (and annotate for one’s self) good suggested answers. This is the sign of a decently thought-through social platform.

The second part to this post, LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 2 of 2 looks at some specific lessons learned from LinkedIn.

Enterprise Social Tools: Components for Success

One of the things I continually run across talking with organizations deploying social tools inside their organization is the difficultly getting all the components to mesh. Nearly everybody is having or had a tough time with getting employees and partners to engage with the services, but everybody is finding out it is much more than just the tools that are needed to consider. The tools provide the foundation, but once service types and features are sorted out, it get much tougher. I get frustrated (as do many organizations whom I talk with lately) that social tools and services that make up enterprise 2.0, or whatever people want to call it, are far from the end of the need for getting it right. There is great value in these tools and the cost of the tools is much less than previous generations of enterprise (large organization) offerings.

Social tools require much more than just the tools for their implementation to be successful. Tool selection is tough as no tool is doing everything well and they all are focussing on niche areas. But, as difficult as the tool selection can be, there are three more elements that make up what the a successful deployment of the tools and can be considered part of the tools.

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.

Getting Info into the Field with Extension

This week I was down in Raleigh, North Carolina to speak at National Extension Technology Conference (NETC) 2008, which is for the people running the web and technology components for what used to be the agricultural extension of state universities, but now includes much more. This was a great conference to connect with people trying to bring education, information, and knowledge services to all communities, including those in rural areas where only have dial-up connectivity to get internet access. The subject matter presented is very familiar to many other conferences I attend and present at, but with a slightly different twist, they focus on ease of use and access to information for everybody and not just the relatively early adopters. The real values of light easy to use interfaces that are clear to understand, well structured, easy to load, and include affordance in the initial design consideration is essential.

I sat in on a few sessions, so to help tie my presentation to the audience, but also listen to interest and problems as they compare to the organizations I normally talk to and work with (mid-size member organizations up to very large global enterprise). I sat in on a MOSS discussion. This discussion about Sharepoint was indiscernible from any other type of organization around getting it to work well, licensing, and really clumsy as well as restrictive sociality. The discussion about the templates for different types of interface (blogs and wikis) were the same as they they do not really do or act like the template names. The group seemed to have less frustration with the wiki template, although admitted it was far less than perfect, it did work to some degree with the blog template was a failure (I normally hear both are less than useful and only resemble the tools in name not use). [This still has me thinking Sharepoint is like the entry drug for social software in organizations, it looks and sounds right and cool, but is lacking the desired kick.]

I also sat down with the project leads and developers of an eXtension wide tool that is really interesting to me. It serves the eXtension community and they are really uncoupling the guts of the web tools to ease greater access to relevant information. This flattening of the structures and new ways of accessing information is already proving beneficial to them, but it also has brought up the potential to improve ease some of the transition for those new to the tools. I was able to provide feedback that should provide a good next step. I am looking forward to see that tool and the feedback in the next three to six months as it has incredible potential to ease information use into the hands that really need it. It will also be a good example for how other organizations can benefit from similar approaches.