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On Our Radar: The Empty Space That Is Not Empty

A List Apart - 1 hour 33 min ago
“Being in tech and not caring about tech culture is a luxury, only affordable to those with enough privilege to ignore it and too little empathy to care.”

In her beautiful, award-nominated “A Talk About Nothing” at the 2015 .concat() web development conference, Lena Reinhard delivers a luminous exposition of how tech’s version of meritocracy is a brilliant system—for the people who get to define what merit is. When we overlook entire groups of people who could be making fantastic contributions to our future, we all end up with less. Don’t miss this talk. It’s full of stars. —Rose Weisburd, columns editor

Your weekend reading
  1. “Hold on a second. I’m like a two-out-of-ten on this. How strongly do you feel?” In The Sliding Scale of Giving a Fuck, Cap Watkins shares a useful framework for communicating how strongly you feel about a topic you’re debating with colleagues. I appreciate that it’s intuitive enough to use without explanation, and provides a way to engage on opposite sides of a subject without needless drama. —Aaron Parkening, project manager
  2. You may be intimately familiar with a typeface like VAG Rounded from (until recently) Apple keyboards. Or perhaps you’ve chosen a rounded sans like Process Type’s Bryant for a project. But how well do you know the history of these letterforms? FontShop’s Ferdinand Ulrich recently published the second part of his comprehensive survey of rounded type. (Part 1 appeared in March, and Part 3 is on the way.) —Caren Litherland, editor
  3. I’ve been doing some research into virtual reality (VR) and, although this is a few months old, I’ve just stumbled across it and wanted to share it. Mozilla has a team working on virtual reality and the open web. Their video presentation, Virtual Reality & The Web: Next Steps, is a fascinating introduction to how VR works, with demonstrations on how to build experiences for it using HTML and CSS. —Anna Debenham, technical editor
  4. “Progressive enhancement just works.” Aaron Gustafson compares two real case studies—one built to progressively enhance and another built to degrade gracefully—to show how progressive enhancement from the ground up can save considerable amounts of time and money for a project in the long run. —Michelle Kondou, developer
  5. I can’t say that I’m 100 percent sold on my own lifelong vegetarianism, but I like to think that it lends me a small amount of objectivity in hamburger-related matters. As such, I’m on the same side as the BBC when it comes to hamburger menus and their inscrutability for the average user: just because we designers and developers have a taste for them doesn’t mean they should always be on the menu. —Mat Marquis, technical editor
Overheard in ALA Slack “What kind of bears are we talking about here, exactly? The article is light on the details.” Your Friday Vine
Categories: Mobile learning

Mark Llobrera · Professional Amateurs: Instant Web

A List Apart - Thu, 05/21/2015 - 12:29

Instant Articles are here, and the announcement is all about speed. From a user perspective, I think that Instant Articles are a good thing. But I bristle at the implications for the open web. Implicit in the sales pitch (and explicit in much of the commentary that followed) is the familiar criticism that the traditional HTML/CSS/JS web stack is too slow to deliver a first-class experience. Facebook may have been throwing shade, but others were more overt in their criticism.

John Gruber put it in stark terms:

I worry that the inherent slowness of the web and ill-considered trend toward over-produced web design is going to start hurting traffic to DF.

I don’t believe that the web is inherently slow, although I do acknowledge that over-produced web design could give rise to that assertion. But that’s a fine distinction, because in practice it might as well be true—as Scott Jehl says so very succinctly:

So yeah, I think any criticism of the web’s terrible performance is totally valid. We can choose to do better, but our focus is elsewhere.

— Scott Jehl (@scottjehl) May 14, 2015

That the performance of bloated websites is the norm is profoundly disappointing, all the more so because we’re the ones who made it that way. Users of all kinds need the open web, because it serves everyone—including people without a Facebook account and people without access to the latest mobile devices. But even without the Instant Articles bar to measure against, we’ve been shipping slow sites and thus failing those very users. Tim Kadlec gets to the heart of the matter in his post “Choosing Performance,” and it’s simultaneously simple and complex:

It’s not because of any sort of technical limitations. No, if a website is slow it’s because performance was not prioritized. It’s because when push came to shove, time and resources were spent on other features of a site and not on making sure that site loads quickly.

This goes back to what many have been stating as of late: performance is a cultural problem.

I think Tim’s point is dead on. Later in the piece he points out how culture change usually moves more slowly than technical solutions, and that’s specifically true for the folks building the web.

In my experience, the biggest barrier to a high-performance web is this: the means of production are far removed from the means of delivery. It’s hard to feel the performance impact of your decisions when you’re sitting on a T3 line in front of a 30 inch monitor. And even if you test on real devices (as you should), you’re probably doing it on a fast wifi network, not a spotty 3G connection. For most of us, even the ones I would describe as pro-performance, everything in the contemporary web design production pipeline works against the very focus required to keep the web fast. Unless you make some fundamental choices and set up clear constraints, you can—and will—build and ship beautiful sites without feeling a single ounce of the pain and frustration that your users encounter when all of that beautiful imagery, CSS, and JavaScript comes trickling down their mobile network.

My family and I are big fans of cooking-competition shows. I love how the judges save their harshest criticism for chefs who let their dishes leave the kitchen without tasting them. “Did you taste this dish before it went out?” they ask, and the chef can do nothing other than hang their head in shame and reply, “No chef, I did not.”

That’s my biggest takeaway from Instant Articles: we (designers and our clients) have to start tasting our work. Not just in our proverbial kitchen, but where our users actually eat the stuff. How do we do this? Some of it is tactical. Dan Mall has a great primer on setting up a performance budget. Scott Jehl’s Responsible Responsive Design has a lot of good, practical advice on tooling and testing to make things fast, in both absolute and perceived respects.

But again: we can’t just engineer our way to a faster web, because for every bit of extra speed we wring out, we’ll find a way to fill the gap with even more over-produced design. M.G. Siegler’s analysis of Instant Articles comes to this conclusion:

Not only is the web not fast enough for apps, it’s not fast enough for text either.

It’s a funny line, but it also rings a bit false to me. Because it isn’t just text, is it? Our sites feature more and more images, webfonts, CSS, and JavaScript layered over the basic text and markup. Siegler’s line raises a particularly difficult question, though: why? Of late it seems that many of those elements layered on top of the content are an attempt to emulate the slickness and behavior of native apps. And to an extent that can be a good thing—the web has always been great at absorbing and expressing characteristics of other mediums: books, magazines, movies, video games, apps—anything and everything, really. But that impulse needs a counterbalance: we can do this on the web, but should we, if it means users won’t even stick around to see the content?

I don’t want this to be tantrum trigger, where we throw up our collective hands and yell, “We can’t do anything cool on the web! Fine! Just make it all text! ARE YOU HAPPY NOW?” I think we do have to be better at weighing the cost of what we design, and be honest with ourselves, our clients, and our users about what’s driving those decisions. This might be the toughest part to figure out, because it requires us to question our design decisions at every point. Is this something our users will actually appreciate? Is it appropriate? Or is it there to wow someone (ourselves, our client, our peers, awards juries) and show them how talented and brilliant we are?

Lara Hogan’s Designing for Performance might be the most useful resource in this regard, because it talks about how to educate and incentivize our teams toward a performance-focused culture. If you, your team, and your client build that culture with your user in mind, then the sites you build can be beautiful and immersive without negating the accessibility and reach that makes the open web so vital.

What’s exciting about this user- and performance-focused mindset is that it will still be valid and useful even if we see some much-needed advances in browser-based capabilities. I hold out hope that components like HTTP/2 and service workers will allow us to build smarter, more performant sites. But we have the means to build sites faster right this minute. If nothing else, Facebook just turned that into a higher priority for the entire web community. And that’s a good thing.

Categories: Mobile learning

Try out new conference formats #emoocs2015

Mobile learning from MLearnopedia - Thu, 05/21/2015 - 11:11
With the #eMOOCs2015 conference coming to a finish, it is time for me as the experience track chair to look back and think about what happened, how, and the feeling it gave me and possibly others as well. All of that happened. Enable people - insight and outside of the conference - to have a look, pose questions, add comments. How did it go?

Brought to you by: Mobile Learning
Categories: Mobile learning

Networking #eMOOCs2015 a graph analysis & personal account

Mobile learning from MLearnopedia - Thu, 05/21/2015 - 11:02
Conferences are really good meeting places, and they always mold my knowledge thanks to all the old/new people I meet and talk to. Mark your calendar, by the end of June 2015 the call for papers will already be out, so keep your keyboard/pen/mind alert. as my mind is still a bit sleepy after an intense three days.

Brought to you by: Mobile Learning
Categories: Mobile learning

New conference formats in Experience track of #emoocs2015 share

Mobile learning from MLearnopedia - Thu, 05/21/2015 - 10:29
With the #eMOOCs2015 conference coming to a finish, it is time for me as the experience track chair to look back and think about what happened, how, and the feeling it gave me and possibly others as well. All of that happened. Enable people - insight and outside of the conference - to have a look, pose questions, add comments. How did it go?

Brought to you by: Mobile Learning
Categories: Mobile learning

SMS News: May 2015, Healthcare Edition

Mobile learning from MLearnopedia - Wed, 05/20/2015 - 17:52
In this month’s edition of SMS news, we highlight three interesting healthcare studies involving text messaging. From prenatal care to pain management, here is how text messaging is being used to help patients around the world. Researchers study whether targeted text messages can improve medical outcomes in pregnant mothers.

Brought to you by: Mobile Learning
Categories: Mobile learning

15 Years Ago in ALA: Much Ado About 5K

A List Apart - Wed, 05/20/2015 - 12:30

15 years ago this month, a plucky ALA staffer wrote “Much Ado About 5K,” an article on a contest created by Stewart Butterfield that challenged web designers and developers to build a complete website using less than five kilobytes of images and code. Hundreds did, and their work far exceeded what any web professional could have reasonably expected:

Halfway through the judging, we hated this contest. Not because the work was bad. But because so much of it was so very, very good. Arguably, more great work was submitted to this contest than to many of this year’s big-time awards shows. It was nearly impossible to pick a clear winner from among so many instances of sheer creative excellence.

And we couldn’t help feeling unworthy, as one artist after another did more with their 5K than we typically pull off with 50.

Having learned once again the importance of constraint and the empowering creative influence it can have on design, our community high-fived itself…and promptly forgot everything it had learned as we started building heavier and heavier sites.

Soon, driven by fear that apps would make the web irrelevant, we began relying on frameworks that made even the simplest website act and feel like a mind-blowing application. Serving reams of code we didn’t need because, hell, it came with the frameworks, and abandoning principles like progressive enhancement because, hell, everybody uses JavaScript, we soon fell in love with high-resolution, full-screen background images, then fell even harder when those images quadrupled in weight thanks to Retina.

And still the little article memorializing the little 5K contest sat online, its lessons forgotten in an arms race wherein the average home page now weighs over 2MB. Put that in your Edge network and smoke it.

Ah, but what goes around (performance) comes around (performance). Beginning in 2013, conversations about responsive web design “shifted from issues of layout to performance” as leading web designers and data sifters came to realize that, even on speed and bandwidth-limited networks, users expected sites to render as fast on phones as they do on the desktop—if not faster. That if your site didn’t render as quickly as users expect, they would abandon it, perhaps forever. That a traditional, desktop-first approach to responsive web design guaranteed user disappointment and site abandonment; that, performance-and-bandwidth-wise, at least, a “mobile first” approach made far more sense—and not just for mobile users. That you could no longer give high design marks to a site (however innovative, however visually arresting) if it took forever to load over constrained mobile networks. Because performance was part of design, and always had been.

As one group of web makers embraces performance budgets and the eternal principles of progressive enhancement, while another (the majority) worships at the altar of bigger, fatter, slower, the 5K contest reminds us that a byte saved is a follower earned.

For more on performance:
Categories: Mobile learning

Social learning expert panel #emoocs2015 #social

Mobile learning from MLearnopedia - Wed, 05/20/2015 - 07:43
An expert panel ( Whitney Kilgore , Sian Bayne , Mike Sharples , Pierre Dubuc ) sharing knowledge with all of us. What do you feel is social learning? Some pedagogies do not scale, eg sport teaching. Social learning: what becomes better when more people take part: more diverse views, more perspectives => conversations. Anonymous or known?

Brought to you by: Mobile Learning
Categories: Mobile learning

Social learning expert panel #emoocs2015 #social

Mlearnopedia - Wed, 05/20/2015 - 07:43
Because conversations can be taken out of MOOC platforms and used in research , it is pivotal (for ethical reasons) that those who participate in MOOCs use their own name. As digital educators we will help and shape those types of communities. conferences eLearning mooc online education online learning social learning

Brought to you by: Mobile Learning
Categories: Mobile learning

Meta-Moments: Thoughtfulness by Design

A List Apart - Tue, 05/19/2015 - 14:00

Ever had a moment on the internet when you’ve been forced to stop and think about what you’re doing? Maybe you’ve been surprised. Maybe you’ve stumbled across something new. Maybe you’ve come to see things in a different light. I call such experiences meta-moments: tiny moments of reflection that prompt us to think consciously about what we’re experiencing.

Take Google. In the early days, its clean white page helped distinguish it from the pack. While its competitors tripped all over themselves telling you how great they were and how much they had to offer, Google’s quieter strategy seemed bold and distinctive. “Our search experience speaks for itself,” it suggested. No need for spin or a hard sell. Over the years, as Google has continued to develop its search technologies, it has managed to retain that deceptive surface simplicity. I love that its minimal homepage has stayed intact (in spite of incessant doodling). Encouraging a thoughtful moment remains central to Google’s design.

Yet the prevailing wisdom within user experience design (UXD) seems to focus on removing the need for thought. We are so eager for our users to succeed that we try to make everything slick and seamless—to remove even a hint of the possibility of failure. Every new service learns about our movements in order to anticipate our next move. Each new product exists in an ecosystem of services so that even significant actions, such as making a purchase, are made to seem frictionless. The aim is not only to save us time and effort, but to save us from thinking, too.

Steve Krug’s seminal book Don’t Make Me Think! may have helped to shape this approach. This bible of usability is an undisputed cornerstone of UXD. But it can be taken too far. In fact, Krug himself has unofficially rechristened the book Don’t Make Me Think Needlessly! In doing so, he acknowledges that there are times when thoughtful interactions online are worth encouraging. While we shouldn’t need to think about where to find the search tool on a site (top right, please!), we should, of course, be encouraged to think before we purchase something—or, for that matter, before we make any significant commitment.

It’s a question of courtesy, too. When asking for deeper attention, we should feel confident that we’re not wasting people’s time. What we offer should more than repay them for their efforts—though there aren’t many moments when we can guarantee this.

I’m currently working on a project—an online version of a medical self-screening form—that has a valid reason for making users think. Success will involve making sure that users really understand the meaning of each question, and that they take the form seriously—that they take the time to answer honestly and accurately. My teammates and I find ourselves designing a slow experience rather than a fast one.

But what slows people down and makes them more thoughtful? And what is it about a particular design that makes people really invest their attention?

Laying the groundwork for thoughtfulness

In my experience, there seem to be three main strategies for encouraging meta-moments.

Roadblocks

Inbox by Gmail makes you think by confronting you with a barrier. You can’t just try the service. You have to be invited. You can request an invitation (by following the instructions on their site), or a friend can invite you—but you can’t get started right away. Anticipation and excitement about the service has space to gather and develop. And it does. In its first few weeks, invites were going on eBay for $200.

This strategy certainly worked on me. Within moments of landing on the page, I went from being slightly intrigued to a state of I-must-have-it. Following the instructions, I found myself composing an email to inbox@google.com requesting an invitation. “Please invite me. Many thanks, Andrew,” I wrote, knowing full well that no one but me was ever going to read those words. Why hadn’t they simply let me submit my email address somewhere? Why were they deliberately making things hard for me?

Something clever is going on here. Adding a barrier forces us to engage in a deeper, more attentive way: we are encouraged to think. Granted, not everyone will want or need this encouragement, but if a barrier can create a digital experience that is noticed and remembered, then it’s worth talking about.

Putting up a “roadblock,” though, seems like a risky way to encourage a meta-moment. Stopping people in their tracks may make them simply turn around or try another road. For the roadblock to be effective (and not just annoying), there has to be enough interest to want to continue in spite of the obstacle. When I encounter a paywall, for example, I need to be clear on the benefits of parting with my money—and the decision to pay or subscribe shouldn’t be a no-brainer, especially if you’re hoping for my long-term commitment. iTunes’s micropayments, Amazon’s “Buy now with 1-Click,” and eBay’s impulse bidding all represent a trend toward disengaging with our purchases. And in my own purchasing patterns, things bought this way tend not to mean as much.

Smartphone apps have a similar impact on me. Most of the time, it seems that their only aim is to provide me with enough fleeting interest to make me part with a tiny upfront cost. As a result, I tend to download apps and throw them away soon afterward. Is it wrong to hope for a less disposable experience?

In-app purchases employ a kind of roadblock strategy. You’re usually allowed to explore the app for free within certain limitations. Your interest grows, or it doesn’t. You decide to pay, or you don’t. The point is that space is provided for you to really consider the value of paying. So you give it some proper thought, and the app has to do far more to demonstrate that it deserves your money. FiftyThree’s Paper, my favorite iPad app, lets you have a blast for free and includes some lovely in-app promotional videos to show you exactly why you should pay.

Roadblocks come in many shapes and sizes, but they always enforce a conscious consideration of how best to proceed. Navigating around them gives us something to accomplish, and a story to tell. This is great for longer-term engagement—and it’s why digital craftspeople need to shift their thinking away from removing barriers and instead toward designing them.

Speed bumps

Speed bumps are less dramatic than roadblocks, but they still encourage thought. They aim to slow you down just enough so that you can pay attention to the bits you need to pay attention to. Let’s say you’re about to make an important decision—maybe of a legal, medical, financial, or personal nature. You shouldn’t proceed too quickly and risk misunderstanding what you’re getting yourself into.

A change in layout, content, or style is often all that is required to make users slow down. You can’t be too subtle about this, though. People have grown used to filtering out huge amounts of noise on the internet; they can become blind to anything they view as a possible distraction.

Online, speed bumps can help prepare us mentally before we start something. You might be about to renew your vehicle tax, for instance, and you see a message that says: “Hold up! Make sure you have your 16-digit reference number…” You know that this is useful information, that it’ll save you time to prepare properly, but you might find yourself getting a little frustrated by the need to slow down.

Although most of us find speed bumps irritating, we grudgingly accept that they are there to help us avoid the possibility of more painful consequences. For example, when you fire up an application for the first time, you may see some onboarding tooltips flash up. Part of you hates this—you just want to get going, to play—and yet the product seems to choose this moment to have a little conversation with you so that it can point out one or two essentials. It feels a little unnatural, like your flow has been broken. You’ve been given a meta-moment before being let loose.

Of course, onboarding experiences can be designed in delightful ways that minimize the annoyance of the interruption of our desired flow. Ultimately, if they save us time in the long run, they prove their worth. We are grateful, as long as we don’t feel nagged.

In spite of the importance of speed bumps online, we tend not to come across them very often. We are urged to carry on at speed, even when we should be paying attention. When we’re presented with Terms and Conditions to agree to, we almost never get a speed bump. It’d be wonderful to have an opportunity to digest a clear and simple summary of what we’re signing up for. Instead, we’re faced with reams of legalese, set in unreadable type. Our reaction, understandably, is to close our eyes and accelerate.

Diversions

Online diversions deliberately move us away from conventional paths. Like speed bumps, they make us slow down and take notice. We drive more thoughtfully on unfamiliar roads; sometimes we even welcome the opportunity to understand the space between A and B in a new way. This time, we are quietly prodded into a meta-moment by being shown a new way forward.

A diversion doesn’t have to be pronounced to make you think. The hugely successful UK drinks company Innocent uses microcopy to make an impact. You find yourself reading every single bit of their packaging because there are jokes hidden everywhere. You usually expect ingredients or serving instructions to be boring and functional. But Innocent uses these little spaces as a stage for quirky, silly fun. You end up considering the team behind the product, as well as the product itself, in a new light.

Companies like Apple aim for more than a temporary diversion. They create entirely new experience motorways. With Apple Watch, we’re seeing the introduction of a whole new lexicon. New concepts such as “Digital Touch,” “Heartbeat,” “Sketch,” “Digital Crown,” “Force Touch,” “Short Look,” and “Glances” are deployed to shape our understanding of exactly what this new thing will do. Over the course of the next few years, you can expect at least some of these terms to pass into everyday language. By that time, they will no longer feel like diversions. For now, though, such words have the power to make us pause, anticipate, and imagine what life will be like with these new powers.

The magic of meta-moments

Meta-moments can provide us with space to interpret, understand, and add meaning to our experiences. A little friction in our flow is all we need. A roadblock must be overcome. A speed bump must be negotiated. A diversion must be navigated. Each of these cases involves our attention in a thoughtful way. Our level of engagement deepens. We have an experience we can remember.

A user journey without friction is a bit like a story without intrigue—boring! In fact, a recent study into the first hour of computer game experiences concludes that intrigue might be more important than enjoyment for fostering engagement. We need something a little challenging or complex; we need to be the one who gains mastery and control. We want to triumph in the end.

Our design practices don’t encourage this, though. We distract our users more than we intrigue them. We provide the constant possibility of better options elsewhere, so that users never have to think: “Okay, what next?” Our attention is always directed outward, not inward. And it—not the technology itself, but how we design our interactions with it—makes us dumb.

UXD strives toward frictionless flow: removing impediments to immediate action and looking to increase conversions at all costs. This approach delivers some great results, but it doesn’t always consider the wider story of how we can design and build things that sustain a lasting relationship. With all the focus on usability and conversions, we can forget to ask ourselves whether our online experiences are also enriching and fulfilling.

Designing just one or two meta-moments in our digital experiences could help fix this. Each would be a little place for our users to stop or slow down, giving them space to think for themselves. There’s no point pretending that this will be easy. After many years dedicated to encouraging flow, it will feel strange to set out to disrupt users. We’d be playing with user expectations instead of aiming to meet and exceed them. We’d be finding little ways to surprise people, rather than trying to make them feel at ease at all times. We might tell them they need to come back later, rather than bend over backwards to satisfy them right away. We might delegate more responsibility to them rather than try to do everything for them. We might deliberately design failures rather than seek to eradicate them.

How will we test that we’ve achieved the desired effect and not just exasperated our users? Usability testing probably won’t cut it, because it’ll be tricky to get beyond the immediate responses to each set task. We might need longer-term methods, like diary studies, in order to capture how our meta-moments are working. Our UXD methods may need to shift: from looking at atoms of experience (pages, interactions, or tasks), to looking at systems of experience (learning, becoming, or adopting).

It will be a challenge to get people behind the idea of adding meta-moments, and a challenge to test them. The next time we create a design solution, let’s add just one small barrier, bump, or quirk. Let’s consider that the best approach may be a slow one. And let’s remember that removing needless thought should never end up removing all need for thought. Putting thought into things is only part of a designer’s responsibility; we also have to create space for users to put their own thought in. Their personalities and imaginations need that space to live and breathe. We need to encourage meta-moments carefully and then defend them. Because they are where magic happens.

Categories: Mobile learning

Approaching Content Strategy for Personalized Websites

A List Apart - Tue, 05/19/2015 - 14:00

There’s a curious concept in astrophysics known as the Drake Equation. Developed to quantify the potential for intelligent life in our galaxy, it raises a number of odd questions, among them: does having intelligence, in the long run, actually benefit or harm a species? In other words, will amoebas ultimately outlive humans in the face of eternity?

If you’re like me, these are the types of things you think about while listening to hold music before conference calls. But as a content strategist, I can’t help but ask the same question about something my clients suddenly seem to be clamoring for: personalized user content.

It sounds great in theory: content that is more targeted to the user can provide a richer, more precise experience. But there is also a dark side: used improperly, targeting risks invading privacy and eroding trust. As Drake supposes, true intelligent life is rare, in part because it has the potential to destroy itself.

So how might you dip into this intelligence without wrecking your content in the process? How can we approach personalized content in a way that is sustainable and respectful, not self-destructive?

Personalization basics For good or for evil

At a basic level, personalization (aka targeting) means serving unique content to a user based on something we know about him or her—from geographic location to specific browsing history. And as you’ve likely observed, the value of personalization is largely in how you wield it. It’s helpful to us when Amazon makes recommendations based on our past viewing history. Conversely, we’ve all been bothered at some point by a creepy targeted ad—the one that either somehow knows too much about you, or is trying to sell something you don’t want.

Historically, the average UX person hasn’t played much of a role in either of these scenarios, the latter being controlled by online marketers, the former monopolized by the Amazons of the world. But the recent advent of so-called “experience management systems”—like Adobe Experience Manager, Sitecore Experience Platform, and Episerver Personalization Manager—has (somewhat precipitously) made the ability to personalize content more accessible to clients. You don’t have to look much further than the goodie bag from the last conference you attended to see that all of the big name CMSes are now aggressively marketing their own flavor of personalization software.

Do you even need it?

So what do you do when your client says they want to personalize content? The good news is that the foundation of personalized content strategy is the same set of tools you know and love: a core strategy statement, a set of guiding principles, and a basic content model. You now must consider how (or if) targeting can advance these directives. For example:

Good reasons to target site content:

  1. Your audience can be segmented in ways that are meaningful.
  2. Narrowing your message provides incremental value to your users.
  3. Personalized content is tied to specific KPIs or business objectives.

Bad reasons to target site content:

  1. Because we can.
  2. Some variation of #1.

You may face some strong headwinds if your client just bought a shiny new EMS and can’t wait to start solving world hunger. Again, as is always the case with the technology du jour, the product demos for these things are very seductive and typically involve light shows and kittens and free ecstasy. You may have to be the voice of reason. But that’s why you went to content strategy school, right?

Partial steam ahead!

Next, consider your targeting technology. As a general rule, the systems that support targeted content will be one of two things:

  1. Rules-based: The more manual approach, this involves setting up discrete audience segments in the system and writing rules for when and how to show them content. Example: It looks like Colin’s IP address is from Washington, DC, so let’s show him what we show everyone in that location.
  2. Algorithm-based: The “secret sauce” approach, this focuses less on the overall segment and more on a specific user’s behavior. Example: Colin clicks on 3.65 articles/day about soup, so let’s show him a campaign for soup.

For our purposes, we’ll take a closer look at a rules-based model, since this is more likely what you’ll be running into if your client is just starting out with personalization. You’ll first need to determine your “segments.” Similar to UX personas, segments are groups of users with some distinguishing set of traits like age, interest, or location. The difference here is that a targeted segment will be determined by real-time data, either internal or external to your site. Typically this data will be fed through some type of centralized rules engine accessed by your CMS.

Applying a personalized content framework

This is all getting a bit abstract, so let’s imagine for a moment that we’re creating a new site for An Airline Apart (obviously the next logical brand extension). We want to target busy creative professionals who travel regularly for work. What online content should we create to give us an edge with this audience?

Our first bright idea is to start a content campaign that takes the stress out of business travel. Easy enough, right? But that actually makes a lot of assumptions—what does “stressful” even mean? Can we break it down by audience?

Defining segments

A recent study from Carlson Wagonlit Travel asked 7,400 global business people who travel regularly for work to rank how stressful business travel is to them at each stage of their trip. Here’s what they found, sorted by gender:

Source: Harvard Business Review. Data from HEC, Carlson Wagonlit.

There are clear differences: women tend to find the pre-trip phase the most stressful, while for men this is the least stressful phase. And for some reason, at the post-trip phase, it’s the complete opposite.

It gets even more interesting. Here’s what happened when they sorted the data by role:

Source: Harvard Business Review. Data from HEC, Carlson Wagonlit.

According to this, business travel stress changes wildly depending on company role. For example, high-level employees are least stressed before the trip, and more stressed after; for support staff, it’s the total opposite.

Now, if we were doing this properly, we would absolutely want to drive into the “why” behind this. But for the sake of our sample exercise, we have more than enough justification to pursue a segmented content approach to our campaign. We could potentially set up 12 segments across gender and role in our system; here, though, let’s limit our focus to senior execs, male and female.

Mapping segments to content

From a technical point of view, personalizing content comes down to running targeted rules on individual components on a page. So let’s say we have our An Airline Apart homepage with typical content zones. If we didn’t know who you were, we would show our usual default content:

Art Credit: Kristina Bourlotos

Now in theory, we could write rules to target content for all of these blocks for our users. But how do we know where to begin? This is the “substance” question in content strategy, and where we need to consider very specifically what value we are adding.

To help us think through this, our team at ICF Interactive developed a framework for the four core types of personalized content. The first two have to do with the “task at hand,” or what the user came to your site to do today. The second two have to do with the “big picture,” or what you’re trying to get people to see and feel as part of your larger brand experience. Here’s how it breaks down:

Source: ICF Interactive

  1. Content that alerts. This type of targeting improves the customer experience by displaying relevant, time-sensitive information, such as a weather delay, service disruption, or other real-time issue.
  2. Content that makes tasks easier. The second “task at hand” category, this type makes users’ lives easier by helping them do what they came here to do—e.g., “smart” navigation, deep links to useful tools, or automatically deprioritizing unrelated content.
  3. Content that cross-sells. This type may make your inner designer squirm, but it will realistically be one of your most important use-cases (and likely the one most directly tied to project ROI). Whether you’re a global oil conglomerate or a non-profit that provides hugs to reindeer, this is your place to market whatever it is you need to market. Again, the trick here is to show users something relevant, not just what you want them to see. Examples: ad for a new product, announcement for your upcoming conference, call to join or donate, etc.
  4. Content that enriches. A close cousin to the cross-sell, content that enriches a user’s experience is supplemental to their overall brand perception. This might include blogs, articles, community features, social networks, or third-party content. Think of this as the “soft sell” versus the “hard sell.” On a standard task-oriented page, this content will typically occupy the least critical zone.

Going back to our example, here’s how we could apply this approach to the personalized content we want to show on the An Airline Apart homepage:

Type of personalized content What to show senior execs Alert A list of flight cancellations impacting this user in real time Make easier Some shortcuts to content for our Priority Flyers service Cross-sell An ad for our new business class upgrade Enrich Tips on pre-trip (female segment)
Tips on post-trip (male segment)

Remember our bland default page? With our rules up and running, a senior exec will instead see this (color-coded by type):

Art Credit: Kristina Bourlotos

Notice we’re now showing content specific to our executives, with the added nuance that the bottom right zone (“enrich content”) differs for our female versus male audience, based on that research nugget around stressful travel.

Bear in mind that these two are looking at the same site at the same time from two different locations—the CMS is targeting the content based on what we know about them, so they effectively get a different experience (and if everything is set up correctly, a better one).

Content on crack

You’re starting to see the implications, right? If we were to follow this through, instead of writing one content strategy, we now effectively need to write 12—one for each audience segment we had identified. As a content strategist, you’ve probably swallowed your content gum. The technology is there to help you accelerate that process to some extent, but this is precisely why taking a disciplined approach to personalized content is critical. Otherwise, you will be quickly overwhelmed, not only in terms of creation and execution, but also maintenance and support.

Taking the first step

What’s that you say? You’re not intimidated? Great! Just a few things to keep in mind.

Have the right resources

Remember that putting personalized content in the field requires not only a sound strategy, but also the resources to support it. You may still need some work if:

  • You don’t have enough content to make targeting useful
  • You don’t have enough staff to maintain targeted content
  • Your content is not semantically rich—you need a taxonomy, metadata, etc.
  • You don’t have a CMS that supports it
  • You don’t have analytics and tracking in place to gain insights and adjust
Be respectful

There’s a whole other conversation to be had around the ethics of targeting, but suffice it to say there is a line between providing helpful personalization and invading privacy. If you find yourself trying to force content on people with your newfound power, stop. Think of Ida Aalen’s core model. Is your content truly at the intersection of user and business goals, or just business goals? Approaching targeted content strategy with respect for your users will ensure that your site lands on the right side of web personalization history.

To infinity

Sound like a lot? Consider that it doesn’t have to be that complex. In fact, can you guess the number one method of personalized content in use today? That’s right, email. So chances are you’re probably already doing targeting on some level, and have an organizational starting point from which to build. With the right strategy and technology, you’re really only limited by your imagination, and your ability to adapt to mistakes along the way.

And who knows? You may discover that the web can, in fact, support intelligent life.

Categories: Mobile learning

Sian Bayne keynote on teacherbot #emoocs2015

Mobile learning from MLearnopedia - Tue, 05/19/2015 - 13:05
Great keynote by Siän Bayne who is professor of digital education at the University of Edinburgh, UK, on teacherbot, a twitterbot used within an educational mooc. Really interesting from the automation point and social effect on the debate. Arthur C. So there is a body of research which critiques this automated tutor. Who is thinking against this?

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Sian Bayne keynote on teacherbot #emoocs2015

Mlearnopedia - Tue, 05/19/2015 - 13:05
Great keynote by Siän Bayne who is professor of digital education at the University of Edinburgh, UK, on teacherbot, a twitterbot used within an educational mooc. So there is a body of research which critiques this automated tutor. 50% of enrollers work in education , so should be perceptive to this critical teacherbot.

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One textbook policy = bad idea. Here’s why, from Jansen, Attwell and Spaull

Mobile learning from MLearnopedia - Tue, 05/19/2015 - 12:28
Recently the Franschhoek Literary Festival  hosted a session titled “We Won’t Get No Education”. Description Description from the programme: Government’s controversial proposal to limit textbooks to one per subject has raised alarms across disciplines. It was a stimulating discussion, and all agreed that one textbook is a BAD idea. Nic Spaull.

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e-Learning: “e” is for exchange, not electronic

Mobile learning from MLearnopedia - Mon, 05/18/2015 - 20:20
Africa – Continent of Opportunities: Bridging the Digital Divide was an event hosted by the German Federal Ministry for Economic Cooperation and Development (BMZ) to engage with a range of development policy actors from different sectors dealing with digital technology in Africa. Rwandan Minister of Youth and ICT, Mr Jean Philbert Nsengimana.

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Liveblog #emoocs2015 Amdocs a corporate training MOOC

Mobile learning from MLearnopedia - Mon, 05/18/2015 - 16:16
This session is presented by Nomi Malca, and it provides a good idea of the international impact and challenges of MOOCs for employees in a worldwide company. These moocs are seen as personal development, not mandatory training. The retention rate was higher then academic MOOCs, but not enough to get budgets for a corporate training.

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liveblog #eMOOCs2015 collaborative MOOCs a challenging experience

Mobile learning from MLearnopedia - Mon, 05/18/2015 - 15:49
This session is given by Sandra Soarez-Frazao and Yves Zech from RESCIF. Very interesting as I can see parallels between other North-South course challenges. The MOOC they talk about is about ‘Rivers and Men’, in the international (French speaking countries) RESCIF, a North South cooperation. All the MOOC week topics are shared.

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keynote #emoocs2015 @davecormier on rhizomatic learning

Mobile learning from MLearnopedia - Mon, 05/18/2015 - 12:23
Great keynote by Dave Cormier , here are the live blog words: Live blogpost Potentially Massive, radically open, conceptually onlne, still a course Dave narrates his local space, Prins Edward Island, enabling people to connect with the world thourhg online learning Trying to figure out what exactly you can do with it, with internet.

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keynote #emoocs2015 @davecormier on rhizomatic learning

Mlearnopedia - Mon, 05/18/2015 - 12:23
We have all been programmed to see education in a certain way, and we proof it that that is indeed teaching. Most of the target people are experienced educators for rhizo. He did try with laymen, but it is tougher for the less literate on education. Dave does this on his own time, he crowdsources the research.

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New to Mobile Learning Development: 3 Big Problems and 7 Solutions

Mobile learning from MLearnopedia - Fri, 05/15/2015 - 17:37
New to Mobile Learning Development: 3 Big Prob- lems and 7 Solutions Mobile Learning is Here to Stay With the introduction of the Apple iPhone and iPad, a mobile computing revolution. began. With competition from Google, Blackberry (RIM), Microsoft, and HP heating up. from all sides, smart phones and tablets are here to stay. devices? issues. Rapid.

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