Productivity

A Dynamic and Intuitive Legal Research Experience in a Automobile

A Dynamic and Intuitive Legal Research Experience in a Automobile 1021 643 Raymond Blyd
Location: A5 en route to Wolters Kluwer Corporate Office.

Driver: summary!
Car voice: you have a 58 unread messages and 18 alerts.
Driver: please tag and provide urgency?
Car voice: tagging complete and the most urgent are 4 messages from your client “LegalComplex” which match with 2 alerts. Is this urgency correct?
Driver: yes. Please proceed with research?
Car voice: research indicates that 2 briefs and 1 IntelliConnect document match messages tagged “LegalComplex” and “Urgent”, would you like these to be linked?
Driver: no, just save to client folder and schedule in calendar…

Ok, I may have gone off the deep end here but bear with me. I’m in no way proposing to try this in your own car. The ‘car’ is a metaphor which personifies an ultimate goal: to build a research system that needs as little physical interaction as possible e.g. no typing or clicking. While voice recognition still seems tricky at times, Apple’s Siri comes eerily close to its ability to decipher the human voice. The key, in my opinion, lies in the understanding and relaying general tasks such as: calculation go to Wolfram Alpha and restaurants go to Yelp.

Loup.002

Therein lies the opportunity. With domain-specific information in hand, vertical search engines can work better at providing immediate answers whereas universal search just provides lots of hits. As previously discussed, filtering and narrowing down sources for us to search through is essential for our professional market.

In the example above, the alerts (based on the personal agents) combined with customers messages may provide a sort of ranking by urgency not much different than creating rules in Outlook. The messages can be grouped similar to Gmail priority inbox and then matched with previous search alerts and predefined tags.

Now a client has sent me a couple of questions on a certain topic which coincides with news alerts on that same topic. Based on client history and configured tags, the system can suggest a ‘urgency’ of the matter. Subsequent search of personal and proprietary documents provide a most likely match for the information you may need to answer the questions. But the system lets me be the judge of that.

Here’s how it might look like in a 2012 Mercedes-Benz:

Here’s my dream…

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Legal Research On Your Television Screen

Legal Research On Your Television Screen 1337 765 Raymond Blyd
A quiet Sunday morning, I’m channel surfing on my big screen when I come across an enticing teaser on the Wolters Kluwer Channel. I carrousel through the Health and Tax panels and select Legal. I start reading the news articles and a particular phrase intrigues me. I spread my arms to zoom in and make a left to right swiping gesture in the air to select it…

Dominator

Now this is not the opening to my upcoming Sci-Fi drama but rather an imminent reality. At the end of 2011, there were 82 million connected TVs in homes worldwide according to research group Informa. By 2016 it forecasts that number will have ballooned to 892 million. I also predict Smart TV’s will be into corporate offices quicker than you can spell: iPad. At Wolters Kluwer’s HQ in Alphen a/d Rijn, Netherlands, you are greeted by the latest news displayed on a large screen in the lobby. These are scattered around the building and in board rooms. The fact is, the TV screen still dominates and it will continue to do so by convergence with the web.

tv2

Domesticated

Actually, my first web-like experience coming to Europe was ‘surfing’ TeleText pages on my TV. I still use it occasionally for looking up flight status from my comfortable couch at home. And it’s not just flight status lookups but also legal research that is being domesticated. While doing year stats analysis on research portals, I discovered that engagement peaks during weekends with hours instead of minutes spent on the site. Imagine you could utilize the biggest screen (TV) in your home for research. It’s the same argument why you would use your smallest screen (Smartphone) for quick lookups.

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Dipping toes

Natural interfaces such as the touch on Apple’s mobile devices or motion on Microsoft Kinect are slowly replacing mouse and keyboard. I wouldn’t go as far as using my eyes to control the screen but I think it isn’t farfetched that a minority report style of an interface will enter our television sets. And some in legal technology have already been wondering when it will appear for legal research. Traditional print publishers are already dipping their toes on Apple TV, Google TV or Roku.

In the end, the trick is not looking objectively at what’s happening now but intuitively at what will happen. More after the break…

6 Reasons for Building for The Concept Worker

6 Reasons for Building for The Concept Worker 960 540 Raymond Blyd

Daniel Pink’s book A Whole New Mind: Why Right-Brainers Will Rule the Future contains a description of a new age: the Conceptual Age which features the Concept Worker. This is different from what is called a Knowledge Worker, a term introduced by Peter Drucker. Publishers traditionally serve the knowledge workers: people who work primarily with information and those who develop and use knowledge in the workplace. So, if the next wave of customers will be Concept Workers, what tools would they need?

Concept Workers
Concept Workers would hopefully enjoy working with a tool like Concept Zepp (Solving Social and Research Online) which I introduced in an earlier post. It aims to reward researching and sharing information between peers to expose expertise; a personal knowledge management application that will help them advance their knowledge.

building for knowledge worker

6 rules of knowledge management
First, we need to understand what knowledge management is before we can make a tool for it. Unfortunately, there is no industry consensus. One blogger stopped counting knowledge management definitions at 54, after which the blog went offline. As with a lot of complex problems they are often easily solved by explaining them to a 4-year-old. Keeping that in mind, I found this definition in Rules of knowledge management:

How children share – Davenport’s Kindergarten Rationale:

  1. You share with the friends you trust
  2. You share when you’re sure you’ll get something in return
  3. Your toys are more special than anyone else’s
  4. You share when the teacher tells you to until she turns her back
  5. When toys are scarce, there’s less sharing
  6. Once yours get taken, you never share again
Translating this to a concept worker network it might look something like the image below:
Legalcomplex Concept-Workers-Network
In short: we get smarter by reading and enriching content other people have produced. By sharing our own we have the chance to make others benefit equally. But we only share if we’ll get something in return.

 

6 reasons social is important
In essence, knowledge sharing is a fundamental part of being a social human being and a member of society. I’ve gather a few arguments which indicate why ‘social’ is important:

  1. There is a growing awareness among most major players that they must tap into social networks. For instance, Google is reportedly betting the company on GooglePlus and CNN made a sizable investment to acquire technology to incorporate a more personalized experience for its users.
  2. The main impetus is to extract information from the social activity that occurs on such networks and to use that information to make better decisions about search results and other targeted services. From: How Social is Changing the Search Industry
  3. Activity streams in social networks facilitate serendipity and informal learning.
  4. They help flatten organisations and traditionally hierarchical structures.
  5. They inspire an open knowledge sharing culture. From: 5 Reasons Why Activity Streams Will Save You From Information Overload
  6. Corporations like law firms want to create a social platform for better knowledge flow because they are struggling with email filing and knowledge management as a whole. From: What’s New in Legal KM?

6 reasons for building tools for the concept workers
Finally, here are 6 reasons why we should build tools to support concept and knowledge workers:

  1. Knowledge workers understand information as currency. Sharing is a core strategy for success even in a corporate context. This can bring knowledge workers to the commons.
  2. Their worldview is informed by systems thinking or is polyglot. It’s not informed by a single political ideology.
  3. They understand that influence depends on the ability to persuade, and that choice of language is important.
  4. Knowledge workers can become moderate radicals, meaning they believe that fundamental change is needed.
  5. Their identities are not wrapped up in a single belief system so they have options. Courtesy of: The new knowledge worker
  6. And to add my own: They will always look for and find better ways of advancing their knowledge.

So why don’t we give them a special toy to do just that.

Concept Zepp: Solving Personal, Research, and Social

Concept Zepp: Solving Personal, Research, and Social 960 540 Raymond Blyd
“The next big thing needs to be a proactive approach to knowing where data lives and what it means. It needs to include tools to keep data organized and secured regardless of location.” I lifted this quote from 3 Geeks and a Law Blog because it sums up part of Zepp, a concept that I have been thinking about for the past few months.

The Challenges
In some of my previous posts (the LegalComplex Library and it’s precursor post) I looked at the analysis of the current and future environment of knowledge workers. The challenge many knowledge professional face is that they have a multi-verse of applications and solutions to do research tasks in sequence and within one workflow.

Example: How can one capture web content, annotate, save, organize it for easy retrieval, and share it while preserving context and within this process also be rewarded with a pleasant experience and the ability to showcase your work and expertise? This would ultimately benefit the user through recognition and perhaps more profitable assignments.

The Workflows
Let’s run through this: You’ve discovered an important argument for a copyright case on the web while browsing. You now want to save, annotate, and share it. A browser’s core function is singular in the sense that its main focus is rendering web content. The save, annotate, and share parts are just add-ons.

So one will have to just copy and paste the content and hyperlink (! must not forget) to a word processor. Depending on your tool of choice, you will either have a canon or water pistol in your hands to do the basic saving and annotating. You head over to your email client, hunt down your work via the ‘attach file’ dialog box and send it. It’s now gone and only you and your recipients know what has transpired.

The Solutions
So far we ran through 3 applications (Browser, Word, Email) and I haven’t counted the retrieval part yet. Depending on your set-up you are faced with having these 3 add-on features (Browser History, File Search or Email Search) to do the retention/retrieval or have a fourth application to tie it together.

Some tools might even add a layer of knowledge management but this is most often an afterthought. You could use something like Apple’s Reading List, however, you would still be faced with figuring out the initial integration with your other solutions.

The Social
Most of these applications will not have the goal to help you promote, showcase or profile your work. As indicated in this post on The Next Web (“In Social Media: Doctors, Lawyers, and Financiers, oh my!), ’chances are, when you think “open,” “social,” and “sharing,” your doctor, lawyer, and financial person are probably not at the top of your list…But doctors, lawyers, and financiers are people too.

The above link and this article delve into a paradigm of these heavy regulated industries and why being social is so difficult because of compliance or policy. On our own Solutions, Blog Cathy Betz talked about it here and here for the Drug Industry and Leanne Summers also made a passionate plea for sharing with colleagues.

The sheer number of users on Facebook (700+ mln), Twitter (300+mln) and Google+ , reportedly the fastest growing in history, make the case: it isn’t about traffic, searches, or page views anymore, it’s about users and sharing.

“Social Business” is not about technology, or about “corporate culture.” It is a sociopolitical historical shift that is bigger, broader and much more fascinating.” (Social Business Doesn’t Mean What You Think It Does, Neither Does Enterprise 2.0)

“Zepp it”
To sum it up, the core activities to be tied together and simplified are:

  1. Discover (Search, Read, Browse)
  2. Organize (Save, Annotate, Group)
  3. Share
  4. Profile

Copy/pasting, multitasking and app switching has become so ingrained in our daily workflows that we have grown accustomed to it. We tend to forget the frustration and tediousness until we have to do it on a 3.5-inch screen with no keyboard.

So Zepp is first and foremost an acknowledgment that these four essential research activities for any knowledge professional can and must be simplified and…pleasant. The video below demonstrates how Zepp would look like…plus a sneak peek at what’s next, Enjoy!

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Call My Agent: Evolution In Information Retrieval

Call My Agent: Evolution In Information Retrieval 772 457 Raymond Blyd
 It is known by many names: OffspringMagnets, Filters, Bloodhounds  but in theory they can also be called: Agents. My definition: An intelligent application that basically goes and fetches ‘your’ information without you re-entering a query at every instance. Undoubtedly there are other more scientific explanations but for argument’s sake we’ll keep it simple and stick to this one. Now, how can agents make our lives more pleasant?

You’ve got Mail!
The first ‘agent’ I used online were email newsletters. If an interesting site had the option to subscribe to an email newsletter it gave me two features in exchange for my email address and exposed preference:

  1. I did not need to visit the site to get the latest information;
  2. By popping up in my inbox, it was a reminder that this source existed.

More advanced email delivery systems gave you more flexibility in delivery times or topics to choose from and the more advanced sites gave you more sources. Yet, not all sites had these options so I moved on.

webtimeline

Blowing the Pipe
With the rise of R.S.S. (Really Simple Syndication) feeds also came more creative features to play with. As with email one could subscribe to a site and use a separate application (RSS Reader) to receive the information. Yahoo Pipes – An interactive feed aggregator and manipulator- gave me the extraordinary ability to, “rewire the web”. For example, one of my favorite pipes was created right after the launch of the first iPhone. It used several online feed sources and persistent searches to scour information on the iPhone. If a site did not provide a feed I could always create one for it by using a web scraper.

While it all started out nicely, information overload crept in really fast. By using services like Postrank to prefilter my feeds based on popularity I was trying to stem the tide. By using trends and suggestions instead of Pipes in Google Reader I was also encouraging serendipity.

Back to Basics
Twitter, Friendfeed ,and Facebook added a new dimension to this overload fire I was fueling. Especially FriendFeed was menacing in its torrent of good information. By piling on filters on feeds I think I’ve managed the problem. My latest darling filter isSummify iPhone app. It summarizes and reduces my Google Reader 78 feeds and Twitter 226 friends to 10 story-links every 8 hours, depending on my settings.

Looking at this from another angle I think I have subconsciously created a personalized newspaper edited by humans and machines alike. Yet, I feel like I’m still missing some things in terms of relevancy, quality, and serendipity. Moreover, in the real world, I’m still pleasantly surprised by learning new stuff from friends and colleagues at the water cooler. It’s also scary to realize that speed will increasingly become more important. The earlier we know something the better prepared we can be and you might even be able to predict the future.

I think the web has evolved enough for us start rekindling this notion of agents. My dream is to have an intelligent agent which can rummage the web and alerts my friends in the real world to provide me with relevant information based on my profile. In real time or at predetermined times based on the substance of the information and the impact on my live and work.

More importantly, I hope that the web and my friends also know that I’m available to share, just ring my agent.

LegalComplex Library: Concept of a Modern Library

LegalComplex Library: Concept of a Modern Library 1132 506 Raymond Blyd
Awhile back I went on an adventure to uncover the “modern library.” A traditional library is a place the curious roam and discover bundles of meticulously crafted and curated information. Massive wooden bookshelves would instill a sense of awe and ignite a challenge to absorb all hidden wisdom. Then came the Internet and it became a dated notion to pick up a book. The library was effectively replaced by a search engine. LegalComplex Library is an attempt to rekindle this enchantment in a new era.

(Unique) Case

The starting point was looking at a typical ‘modern library’ that a knowledge professional would operate in and the tools they would use to solve a case. Most often they would use an internet connected PC accompanied by installed software to accomplish several tasks. Depending on the subject matter or phase in the research process, the professional would need to switch between several tasks and applications to accomplish their overall goal.

Unique_Case-2

You the Platform

In the above examples, most of the used tools would have been developed with a focus on a specific set of tasks. It required a certain level of skill and knowledge to effectively operate these tools. The reason is that most were not developed with personalization or customizing in mind but rather adding enough features to accommodate the majority of projected uses. In short: they were not built around you but rather the perception of a task you would ultimately be forced to adapt to. The video below is the first in a series and presents the framework and fundamentals to try and change this paradigm.

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Time magazine announced in 2006 the person of the year: You. Now let us start building products and services that are suitable for this magnificent person.

Rewards Research, Organizing, and Socializing (R.R.O.S)

Rewards Research, Organizing, and Socializing (R.R.O.S) 960 540 Raymond Blyd
I’ve submitted a concept named RROS in a contest. RROS is based on my notion of knowledge management: the personal kind. Ok, there’s also this reward of an iPad 2 which I really crave. So the concept attempts to go to the heart of why we do what we do: rewards.

RROS is a conceptualization of what I think makes any product good: it aims to reward the user for their effort of using the product.

It tries to combine timeless principles of how we gather information to gain knowledge with current pervasive models on the web.

Is RROS ‘New’ and ‘Innovative’?

No, but in my universe, there is no such thing as ‘new’. RROS is just the exercise in walking a different path towards the same goal. Sort of reconnecting existing dots in a different pattern.

When I perceive something as new or innovative it is just a matter of me being ill-informed. Just like the discovery of a new planet. It has always been there yet we did not have the knowledge (or dumb luck) to have stumbled upon it sooner. We know there’s more out there but we just cannot see them.

The real challenge is convincing insiders that this ‘new’ thing is not that different (and thus unsettling) while convincing outsiders it is, in fact, an ‘innovation’.

Now the big question: did I win? Well, my reward was the scenery of a path less traveled.

Burning Filters and Popping Bubbles: The Personalization Paradox

Burning Filters and Popping Bubbles: The Personalization Paradox 834 472 Raymond Blyd
 In 2008 Clay Shirky coined the phrase “It’s not information overload. It filters failure.” In 2011 this was reversed by Nicolas Carr stating: “It’s not information overload. It filters success.” He also stated that we were, in fact, getting dumbed down by filters like Google. Eli Pariser at TED gave a presentation called Beware online “filter bubbles” which gave a warning of the dangers of filters and personalization. So are we going filter mad?

bubblesA question of perception

The reason for the filter upheaval is understandable from a certain perspective. So was book burning in its day. Filters have been around since there was information exchange of any sort. Eli Pariser made the case that in the last century we had filters called editors with build in ethics who decided to give us a wide spectrum of information. Algorithms – without ethics – are replacing editors in this century as our main filter. However, the problem is that algorithms for personalization will inevitably calculate your persona and provide you the information it can deduce you might want. This can be very confrontational. But that’s not much different from the previous century whereby the act of buying and reading a certain newspaper brand is highly ‘personal’ and would say a lot about who you are.

bubbles2The luxury of serendipity

In a world of consumer-targeted filters, do these also pose a “danger” for the business market? On the contrary, they are the core of the business proposition. The rise of information providers and publishers depended solely on finding the appropriate filters called sources, experts, authors, editors, etc . A lawyer arguing before the bench, a physician at the bedside, or an accountant before a filing deadline do not have the luxury of the accidental discovery of crucial information. They rely heavily on meticulously chosen filters to deliver in a clutch. And now they are requiring us to design better filters and not force them into haystacks to find a needle.

Information overload is a symptom best cured by filters that do not aggravate the problem or deceive the user.

bubbles3

Pleasant Habits vs. Tedious Tasks

Pleasant Habits vs. Tedious Tasks 1920 1080 Raymond Blyd

Contextual Design to create solutions for customers is an excellent post on how to capture the essence of a particular task. But after you’ve turned your solution into the perfect filter, how do you turn it into a solution which gets users away from paper and onto your services?

Design-crop-300x384Design for Convenience
Forrester released a report outlining mobile trends for 2011. Among other trends, it signaled convenience as a focus for companies to invest in. One of the main reason the mobile market is growing exponentially is simply because – in some cases – mobile has become more convenient in use than a desktop. So how does someone design for convenience?

First, you envision the ultimate digital user experience. One in which the user perceives the service as a pleasant habit which they enjoy reusing contrary to a tedious task they are forced to repeat. Then you design the user interface to go along with this experience. Finally, you design the content and platform to fit the interface and experience.

For example, one can geotag content by jurisdictions to be displayed on a map. A user can then visualize different views of subject matter and distil various facts. For instance, they might predict the most likely outcome of a certain case per jurisdictions just by the size of pushpins or the color of a jurisdiction on a map. (See mapping lead generation:www.forcemapper.com ). It will also enable content to be location aware to the user, especially a mobile one, thus creating a new experience and possibly a pleasant habit.

The power of ‘Edit’
Creating a pleasant habit is also realizing that you are not the only one trying to do so. There already are lots of services out there aiming to do the same and your users have experienced some of them.

Moreover, old habits die hard so it is a challenge to entice users to switch to your newly created ‘habit.’ To make the switch easier is to ensure your service can be modified to better fit most users. Users must be able to customize and personalize your service and to easily join or cancel it.

This offers them a simple but powerful incentive called: choice.

Develop with an ‘edit’ button in mind for your user and present it prominently on your service, application, or site. Build API’s for developers and use emerging standards for your services. Let users know they have influence over whatever it is you’re providing for them.

As John Barker hinted in “Content & Software – an Eroding Distinction?”, software has a distinct quality that enables users to manipulate the output. The rise of user-generated content has proven that users crave more control and publishers should provide as much as possible.

Ultimately, publishers should strive to create a platform where a user has the freedom to use content to gain knowledge the traditional way but in a modern fashion.

Content is King, Search is Queen and Filters Are Their Offspring

Content is King, Search is Queen and Filters Are Their Offspring 2560 1393 Raymond Blyd

In a digital space, all content providers fight for user face time which makes it increasingly difficult to be exceptional. Although good branding and premium authors help you stand out on a bookshelf, additional features on top of content will tip the scale in a digital environment. Content providers should, therefore, move towards providing solutions instead of just information. But how?

Search vs. filters
If search is your game plan the approaches might vary from finding the best authors on the subject matter and manually or semantically tagging their content before the search, or understanding the user behavior and adapting the content after the fact (see Google’s Marissa Meyers on “contextual discovery” – starts at 4:23).

I must admit, search is usually the first thing most people turn to, but only due to a lack of better ‘filters’ available. So what might be a better filter than search?

One obvious filter is to ask a person – usually a peer or colleague. Filters currently serving this purpose on a grand scale are Twitter, LinkedIn, and Facebook. Facebook overtook Google as the most visited site in the US for 2010. Also see Forrester’s research, Peer Influence Analysis.

A less straightforward filter is www.citebite.com or www.snip.ly: a tool for bookmarking any passage inside a web page and sharing the direct link to the passage with others. In legal research, citations originated from paper perspectives and the rules, therefore, are bound by it. Yet these bookmarking services prove how a digital platform can greatly enhance an archaic system of citing materials. Imagine a future where such a service would be the standard for digital references and citations.

 

legalcomplex filtersA content agnostic view
There are many filters conceivable to assist a knowledge professional in finding what they’re looking for. To find what these tools starts with having a content agnostic view. Taking a content agnostic view means looking at the fundamental tasks knowledge professionals apply in their daily work. What actions do they take in order to ‘know’ things based on the information accessible to them? Moreover, how can we turn those tools into online services? See more examples of filters as online tools in this mindmap (click it to enlarge).

 

Knowledge_Library legalcomplex2William Gibson once stated, “the future is already here.” Most tools already exist. Yet they aren’t being considered for a professional setting because of their often mundane consumer market origins. What we are looking for is most often hiding in plain sight.

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