ALA Midwinter 2018 (Denver): Conversations, Ghosts, and Pentimenti in the Hallways

February 10, 2018

The halls of the Colorado Convention Center in Denver, where the American Library Association (ALA) 2018 Midwinter Meeting is fully underway, have never felt more lively or filled with stimulating, deeply thoughtful conversations to me. Nor have they ever felt so filled by ghosts.

I have, frankly, lost track of the number of times I have been here for ALA and ATD (Association for Talent Development) conferences. And, as I walked the conference center hallways yesterday morning—only yesterday; already feels like weeks ago—for my first onsite activity during the 2018 Midwinter Meeting, I felt worlds melting into each other. Intellectually, I knew I was here to spend time with my trainer-teacher-learner-doer colleagues working in the library industry. But somehow my body was instinctively reconnecting me viscerally with friends and colleagues I met during previous visits, as if their ghosts—conference-center pentimenti or some other form of presence—remained long after they had returned home. I found myself thinking about attending sessions scheduled for other (previous) conferences as if they were still about to happen.

Repeatedly then and now—nearly a day and a half  later—I found and find myself looking for and expecting to see friends (some still alive, some now long-gone) encountered during previous ATD and ALA conferences. And it was—and is—comforting and reassuring because it reminds me that the wonderful, ongoing ALA conference slogan—“the conversation starts here…”—only captures part of the overall experience of participating in any well-organized conference.

Conversations both start and continue here, in the sort of extended moment I have explored numerous times in blog posts and conversations. And here, in our wonderfully blended onsite-online world, is far more than the physical conference center spaces. Here is the rooms, the hallways, the simple yet masterfully organized spaces including the Networking Uncommons—where you can stop in anytime the conference is underway, grab a table, recharge your laptop and mobile devices, and with planning aforethought as well as magic of the unplanned moment, see exactly the right person at the right time to talk and dream and plan in ways that produce results you (all) would not have otherwise produced. And, equally importantly, here is the online spaces we create through Twitter backchannels, Facebook, Google Hangouts, and numerous other tools we use to reach out to our #ALALeftBehind colleagues who, in a very real sense, need no longer feel left behind—if they care to join us virtually.

When I’ve been “left behind,” I’ve experimented successfully with ways to virtually join my onsite colleagues—to the point that I’ve received tweets asking me if I’m actually onsite. So when I am lucky enough to be onsite, I work with others to actively reach out to offsite colleagues. And, again, it works. While attending a wonderful 90-minute “Adult Book Buzz” talk sponsored by HarperCollins Publishers this morning, I tweeted out a few quotes and a few links so those who following the #ALALeftBehind hashtag so they would have glimpses of what was occurring onsite—and I saw the reach of those tweets extended through retweets.

The event itself was masterfully facilitated by our HarperCollins hosts (Library Marketing Director Virginia Stanley, Marketing Associate Christopher Connolly, and Marketing Assistant Lainey Mays): as they were describing a wonderfully rich list of upcoming novels and nonfiction works from their authors, they occasionally brought those offsite authors onsite by showing brief, engaging, videos from authors who had taped greetings to us and brief descriptions of their works that are about to be published. (And it worked! Christopher Moore’s brief, very funny introduction to his upcoming novel Noir sent me over to the HarperCollins booth in the conference exhibits area late in the day to pick up an advance reader’s edition of the books so I don’t have to wait until April—when it’s scheduled to hit the bookstores and our libraries—to read it.) It gets better: our “left behind” colleagues will, a few days after I post this blog piece, be able to virtually attend the session by viewing a recording of it on a new site HarperCollins is about to launch. (I’ll update this article by adding a link to the recording as soon as it is available.)

We really are in what feels to be the early stages of an entire change in the way we meet, communicate, and engage with each other. What I have joking referred to as those “ghosts” in the hallway are actually quite real; when I want to viscerally and virtually re-engage with them, I can go back to pieces I’ve written about our conversations, reread those pieces, incorporate them into later pieces (like this one), and extend the elastic moment of conversation further by adding to it with additional tweets, Facebook postings, Google Hangouts, something as simple as a newly-initiated phone call from the conference center, or a follow-up face-to-face conversation next time we’re actually in this (or another) conference center together. (I actually did attempt to draw in a colleague who is missing the annual Midwinter Meeting for the first time since we began attending them together—the spontaneous attempt to create a Google Hangout with her so I could “walk” the aisles of the exhibits area when it first opened last night was not successful—and we actually chatted by phone for a few minutes to I could teasingly describe all the things she was—not quite—seeing. But when you and I think about those failed and successful attempts, we realize that the concept of being “left behind” is only as large and insurmountable as we and our imaginations allow it to be.

So, I write this piece in honor of all the colleagues I have seen, am seeing, and will ever see when we are “together” at the ALA Midwinter Meeting or Annual (summer) Conference), the ATD International Conference & Exposition, and other professional-family gatherings. I hope it inspires you to reach out via Twitter, Facebook, phone, or any other available means when you are here and others aren’t. And I hope it inspires you to reach out in those same and other ways when you are offsite—and ready to be onsite as quickly as your virtual modes of transportation can get you here. Let’s give those “ghosts” the attention and support they need; the rewards to every member of our communities and to the communities themselves are virtually limitless.


ALA 2015 Annual Conference: Digital Literacy, Onsite-Online Learning, & No Colleague Left Behind

August 6, 2015

Helping colleagues learn how to create blended onsite-online learning spaces by actually creating blended onsite-online learning spaces is an exercise we are far from exhausting, as I saw once again while facilitating a session at the American Library Association (ALA) 2015 Annual Conference here in San Francisco a month ago.

Rethinking_Digital_Literacy--Course_GraphicBeing able to foster this sort of blended interaction seems to me to be another critically-important digital-literacy skill along the lines of what colleagues are exploring in our ALA Editions “Rethinking Digital Literacy” course; is not at all difficult or costly to do if we creatively use tech tools readily available to many of us; and actually becomes a fun and engaging way for many of us to extend the size of the learning spaces we typically inhabit, we again saw during that “Blend It” session sponsored by ALA’s Library and Information Technology Association (LITA).

The concept, which I’ve explored with colleagues in a variety of settings, is straightforward: using little more than a laptop with a webcam, a projector and screen, and some form of audio system (either a small, portable set of speakers or a connection to an existing sound system within the onsite space that serves as the anchor for our efforts), we create real-time multiple levels of communication between learners/colleagues in a physical setting and colleagues who join us via their own online access points anywhere in the world. This quickly transforms those offsite learners/colleagues from being part of a “left behind” group to being active participants in a learning space that can be thousands of miles wide if those colleagues come from a variety of countries.

ALA_San_Francisco--2015_LogoWhat makes this personally rewarding for all involved is that we continue to learn through experimentation. The earliest effort I was lucky enough to help design and facilitate used Skype as the tool uniting an offsite presenter with approximately 200 colleagues here in San Francisco for a dynamic and tremendously rewarding exchange. The experiments continued a few years later when two colleagues and I used Skype and Twitter to connect onsite and online participants in a wide-ranging conversation about how we could incorporate these tools and these blended spaces into effective learning spaces. New Media Consortium colleague Samantha Adams Becker and I continue to push this particular learning envelop via Google Hangouts in a variety of settings, so I was ready, at the ALA Annual Conference this year, to carry it a step further by adding a “bring your own device” element to the conversation.

After introducing onsite participants to the concepts we were exploring, Harford County Public Library tech trainer Maurice Coleman and I demonstrated the concept by having Maurice step outside the room, use his own smartphone to join a Google Hangout I had started with my own laptop and was projecting onto a large screen that everyone in the room could see, and carry on a brief conversation that those in the room could join by addressing questions to him via the microphone that was embedded in the laptop.

LITA_LogoThe magic moment came when he physically returned to the room—it’s worth noting that by remaining visible and audible via that smartphone, he had never really left the room or the conversation—and we offered onsite participants a challenge: quickly identify someone you know could not be here at the conference, try to reach them using your own mobile device, and bring them into the room now via a Google Hangout. It was learning at its best: those unfamiliar with Hangouts helped others try to set up individual sessions; those familiar with Hangouts tried to initiate their own. And those who were successful let the rest of us know that had eliminated another member of the “left behind” corps through that virtual contact.

ala_leftbehindAt its peak, we had nearly a dozen individual hangouts happening simultaneously, and those in the room completely made the learning space their own: some explained to their friends what they were doing and what others were accomplishing; a few kept those sessions live for the remainder of the time we had together. And one particularly creative learner left her seat and gave her offsite colleague a virtual tour of the room by walking around and introducing our offsite colleague to others who were onsite.

It may have been gimmicky. It may have been far from pretty. But it was an exploration of digital literacy and educational technology at work in a way that provided a visceral example of how far we literally have come together. How easy it is for us to foster those levels of training, teaching, learning, and collaboration when we’re not afraid to risk failure in seeking small and large successes. And how easy it is to have fun while creating memorable, meaningful learning experiences that will continue spreading long after that formal session ended.

N.B. – This is the fourth (and final) in a series of reflections inspired by the American Library Association 2015 Annual Conference in San Francisco and the fifth in a series of reflections inspired by our ALA Editions “Rethinking Digital Literacy” course.


NEKLS Innovation Day 2015: Training-Teaching-Learning While Hanging Out in Kansas

April 30, 2015

I’ve hung out before, and I’m sure I’ll hang out again, but I can’t imagine a more intensely innovative and emotionally-rewarding approach to incorporating Google Hangouts into training-teaching-learning than the one collaboratively created as part of the 2015 Northeast Kansas Library System (NEKLS) Innovation Day program yesterday.

nekls_logosm_400x400What we’re continuing to explore with Hangouts is highly-engaging, low-/no-cost web-conferencing, a rudimentary and surprisingly effective form of telepresence, and  notably strong levels of interaction in training-teaching-learning made possible through the use of an easy-to-learn social media tool—something that fell into place nicely in two consecutive sessions during Innovation Day.

It has taken a fair amount of experimentation and practice to reach the point we reached yesterday: an onsite event that seamlessly expanded to include two offsite presenters (Harford County Public Library Technical Trainer Maurice Coleman and me) so we not only could interact directly with onsite participates but with each other as if we were all in the same room—and the room expanded further via connections simultaneously made with Twitter.

My own experience in training-teaching-learning through web conferencing and rudimentary telepresence dates back to a successful experiment to bring an offsite presenter (from Ohio) into an onsite event attended by more than 200 people here in San Francisco in 2007 in a way that encouraged some limited, direct interactions between the online presenter and members of the onsite audience. I expanded the exercise a bit a few years later by incorporating Skype, Twitter, and onsite colleagues into one of these blended learning events at a Sacramento ASTD (American Society for Training & Development meeting, then carried it a bit further with my New Media Consortium colleague Samantha Adams Becker when we switched over to Google Hangouts for onsite-online blended sessions with ASTD Mount Diablo and Golden Gate chapter colleagues.

What many of us were realizing at that point was that with proper preparation (which included abundant amounts of rehearsal time) and the right equipment (most of which was already available to us in each of the venues we used), we could erase geographic barriers in ways that caused onsite participants to forget that the online participants weren’t physically in the room.

An expansion of the experimentation included adding an onsite Twitter facilitator (colleague Larry Straining, who ad-libbed from a basic script to tweet out what Samantha and I were doing via Google Hangouts for ASTD—now ATD, the Association for Talent Development) at a conference in the Washington, D.C. area in late 2014. Adding Twitter to the mix in this focused, pre-planned way helped make the point that the “rooms” in which each of these events was physically taking place was actually expanding to include a global audience comprised of participants working synchronously and others who could participate later in an asynchronous fashion by seeing and responding to the tweets in an ongoing conversation. Carrying this another step further by drawing “left-behind” colleagues (including Maurice) into the 2015 American Library Association Midwinter Meeting (held in Chicago) provided yet another example of how Hangouts could produce live as well as archived learning opportunities —and further laid the groundwork for what we accomplished yesterday during the annual NEKLS Innovation Day conference: live interactions between the two of us who were offsite, interactions between the two of us and those who were physically present at the conference; and interactions with non-conference attendees who saw the tweets and shared content through retweeting. All that was missing yesterday was synchronous two-way interactions between those non-conference attendees and those of us who were participating onsite or via the Hangout)—but we had a hint of it as my own Innovation Day tweets were picked up and retweeted by several unfamiliar tweeters here in the United States and elsewhere.

NEKLS Continuing Education Consultant Patti Poe initiated the process as part of her overall Innovation Day planning by inviting me to use Google Hangouts as the vehicle for a presentation/discussion on using online collaboration tools. When she mentioned that Maurice would be doing a separate (closing keynote address) session via Hangouts, I asked if it would be possible to also include Maurice in the session I was facilitating and schedule that session in the time slot immediately preceding his keynote address. The experiences Maurice and I had with the ALA Midwinter Meeting experiment primed us to attempt something that was both structured—with specific learning goals and objectives—and improvisational so that onsite conference attendees would very much be involved in learning while also shaping the nature of the session.

Rehearsal for Innovation Day Hangout (Photo by Robin Hastings)

Rehearsal for Innovation Day Hangout (Photo by Robin Hastings)

As Patti noted shortly after the day ended, it exceeded everyone’s expectations and once again demonstrated that it’s possible to have this technology as the vehicle for—not the central feature of—learning opportunities and to have all of us interacting almost exactly as we would have if we hadn’t been spread over a 2,800-mile distance—in essence, creating a 2,800-mile-wide room. Maurice and I had a PowerPoint slide deck (with extensive speaker notes) and a supplemental resource sheet that I prepared and that served as our roadmap even though we actually didn’t display either during the live session (we wanted onsite attendees seeing us rather than slides as part of our effort to create the sense that we were  in the room in a very real sense); the slide deck and resource sheet were posted online later as additional learning objects and as a way to give the synchronous session an extended asynchronous life. We also allowed for plenty of interactions via question-and-answer periods throughout the entire hour-long “Using Online Collaboration Tools” session just as we do when we’re physically present in training-teaching-learning sessions. And when that initial hour came to an end, we took the same sort of between-session break we would have taken if we had physically been onsite, then returned with Maurice assuming the lead and with me maintaining an onsite-onscreen presence through a small window at the bottom of the screen as I watched his onsite-online presentation.

All of us had set out to create the sense of presence (i.e., close physical proximity) that we believe—and continually prove—is possible in well-planned, well-executed onsite-online learning environments capable of transforming learners. All of us confirmed with those onsite that we had achieved that goal. But several hours passed before I realized that in my playful role of the trickster who creates the illusion of physical proximity, I had unintentionally even tricked myself, for as I sat in the comfort of my own home here in San Francisco last night—never physically having left that home—I unexpectedly felt the same sense of melancholy I sometimes experience after intensively engaging in learning with colleagues at onsite conferences and then being physically separated from them as we return to our own homes and workplaces across the country. And I have the same sense of longing to be back with them again sooner than later to continue the connected-learning process that brings all of us such deeply rewarding experiences and relationships.


ALA 2015 Midwinter Meeting: Bringing Offsite Colleagues Into the Room

February 1, 2015

With informal help and encouragement from our staff colleagues in the American Library Association (ALA), several of us successfully managed, this afternoon, to reduce the number of people “left behind” during the current ALA 2015 Midwinter Meeting being held here in Chicago. And, in the process, we produced a learning object designed to help members of ALA and other associations achieve similarly rewarding results.

ala_leftbehind“ALALeftBehind” has been a bittersweet movement for quite a while now: those unable to be onsite for the Midwinter Meeting held early each year and the Annual Conference held early each summer contact onsite Association members via Twitter, Facebook, and other social media platforms for news about what is happening onsite. They also, via the #ALALeftBehind hashtag, comment on how much they wish they could be part of the onsite action.

This was the year we reduced the onsite-online gap a bit more. Largely thanks to the efforts of ALA staff, those who could not attend the conference received tips about resources that could help connect them to onsite activities and colleagues. That commitment to offsite members as well as to the onsite members who could afford the time and cost of traveling to Chicago inspired at least a few of us onsite to seek ways to support that effort and find ways to further draw our offsite colleagues into the onsite rooms.

ALAMW15--LogoAs we were meeting (during the first day of the conference) in the Midwinter Meeting Networking Uncommons—a wonderful space meant to facilitate unplanned encounters and conversations at a significant level—a few of us were expressing the same sort of comments expressed by those left behind: sadness that familiar faces weren’t present for Midwinter 2015 conversations. One person who is particularly important to us is our training-teaching-learning colleague Maurice Coleman, who brings us together online through his biweekly T is for Training conversations/podcasts and has been making audio-recordings of live face-to-face T is for Training sessions at ALA Midwinter Meetings and Annual Conferences for the past few years. Without Maurice onsite, we realized we would miss our semi-annual face-to-face session—until we decided that if we couldn’t bring Maurice and “T” into the Uncommons and the rest of the conference, we would bring the Uncommons and the conference to Maurice.

We were lucky enough to be sitting with Jenny Levine, the ALA staff member who remains the driving force behind the Uncommons (and much more), as our plan began to develop; she quickly confirmed a reservation for the final 30-minute slot remaining for formal use of the Uncommons during the 2015 Midwinter Meeting. We then contacted Maurice and a few other T is for Training colleagues who were offsite to see whether they wanted to participate in a unique T is for Training session via a Google Hangout rather than the usual audio-only format we use through TalkShoe.

There was a conscious decision that we weren’t going to make the Hangout appear too well-rehearsed, and we also agreed that we would rely on our improvisational skills to address any unexpected problems that came up during the session. Having experimented with blended onsite-online conference attendance via Twitter and blended learning opportunities via Google Hangouts, I saw this as an opportunity to pull a session together with minimal planning, preparation, and rehearsal so that #alaleftbehind colleagues would see how easily similar gatherings could be arranged while also seeing what can go wrong with this sort of impromptu erasing of the Left Behind brand.

Virtual Maurice Coleman before he joined the live Hangout

Virtual Maurice Coleman before he joined the live Hangout

That’s exactly how it played out during the live session earlier this afternoon. The opening segment with guest host Kate Kosturski, T is for Training colleague Jules Shore, and me in the Networking Uncommons began right on time and featured a decent quality of audio and video. Our first (not-unexpected) glitch occurred when Maurice was unable to join the Hangout in its recorded version, so came in through a virtual back door: my tablet. Figuring that low-quality Maurice was better than no Maurice, I took the only action I could imagine taking: I held the tablet up to the webcam and hoped for the best. Watching the archived recording shows that it was a gamble that paid off: the audio and video feed captured from the tablet was even better in the recording than it was for those of us in the Uncommons—which doesn’t mean it was great (far from it), but as a spur-of-the-moment solution, it worked. Better yet, it added the sort of levity to the session that is such a valuable and valued part of all T is for Training sessions.

The experiment gained momentum about12 minutes into the session with Jill Hurst-Wahl, another key part of the T is for Training community, was able to join the Hangout from her home. After a moment or two of trouble-shooting, she was completely integrated into the exchange and the conversation resumed where it had stopped when Maurice first came in via the tablet.

Our moment of success came just after the halfway point, when Maurice was able to switch from the tablet feed to the version visible in the archived recording. And, for the remainder of the program, we once again showed how a conference room can quickly expand from being a small onsite space to a space that extend across entire states.

It could have been better; we should have been able to include other participants via the chat function in Google Hangouts. But as an example of how low-cost, high-impact technology can help us redefine our meeting and our learning spaces and how it can further reduce the size of our Left Behind groups, it offers an effective case study. And it will continue reducing that Left Behind group person by person as more people view the recording and use it to create their own no-longer-left-behind experiences.


#oclmooc, Connected Courses MOOC (#ccourses), and ATD Chapter Leaders: How Big Is the Room?  

October 17, 2014

A recent week-long trip to spend time with Association for Talent Development (ATD) colleagues and other friends in the Washington, D.C. area provided yet another reminder of how seamlessly interwoven our blended (onsite-online) communities have become. Walls are permeable. Distances become negligible. And connections—and connected learning—are abundant in many parts of the world.

ATD_LogoThe “Perfect Blend: Seamlessly Serving [Chapter] Members Onsite and Online” session I designed and co-presented with New Media Consortium colleague Samantha Adams Becker and Larry Straining (serving as our tweet-stream manager) at the 2014 ATD Chapter Leaders Conference was designed to demonstrate how well-blended we all are becoming through training-teaching-learning. What it really did for me, at a personal level, was serve as a central example of a weeklong intensive immersion in pushing the envelope of what the combination of people and easy-to-use tech tools can produce.

What made “Perfect Blend” work for so many of us was the onsite interactions my colleagues and I had with Samantha, who participated in the session, from her home in the Chicago area, via a Google Hangout. Samantha and I had successfully engaged in this level of interaction with other ATD colleagues several times, so the gist of what she, Larry, and I were attempting to convey was that tools such as Hangouts and Twitter, when used effectively, make it possible for us to feel as if we’re physically in the same space with people who are actually hundreds or thousands of miles away. It’s telepresence without the associated high price tag. And, once again, it worked very well as we quickly jettisoned the formal presentation we had prepared and simply engaged with our colleagues face-to-face, via the Hangout, and via the Twitter stream that Larry so masterfully managed during the hour-long session. As the session came to an end, we knew that we had effectively answered a question I asked at the beginning of the hour (“how big is this room?”) with the obvious answer: our room—our learning space—is as big as our use of technology makes it—700 miles wide if we consider the distance between Chicago (where Samantha was sitting) and the Washington, D.C. area, where most of us were participating. Or a couple of thousand miles wide if we consider some of the interactions we had via Twitter with others during and after the formal session.

oclmooc_logoIt was clear to everyone that, as we said during the session, we (trainer-teacher-learners) are social people who are frequently drawn together in social situations, so we’re becoming increasingly comfortable with our ability to socialize while we learn onsite and online. It’s equally clear that the technology we’re exploring allows us to create social learning spaces that are variations on the Third Place that Ray Oldenburg first described in 1989 in his book The Great Good Place. It’s very much a part of what we see through our interactions within connectivist massive open online courses (MOOCs) such as the Open and Connected Learning MOOC (#oclmooc), the Connected Courses MOOC (#ccourses), the Educational Technology & Media MOOC (#etmooc), and the Exploring Personal Learning Networks MOOC (#xplrpln). It’s also very much a part of a world where connections overlap with connections that, in turn, overlap with other connections.

ccourses_logoAnd that’s what I saw throughout the week. The conversations during the “Perfect Blend” session were interwoven with face-to-face and online exchanges in the days preceding and following that learning opportunity. Some were with ATD colleagues; others were with my #oclmooc and #ccourses colleagues. They even carried over, via the conference backchannel, into exchanges with training-teaching-learning colleagues who were completely unfamiliar with the ATD Chapter Leaders Conference, but entered the conversations a bit and interacted directly with each other without any previous face-to-face or online contact by retweeting comments from the conference and offering their own observations about the various topics we were discussing. They extended further as I had brief exchanges with learners in the “Rethinking Library Instruction: Libraries as Social Learning Centers” I’m currently facilitating for the American Library Association, and carried some of those learners’ thoughts back to my ATD Chapter Leaders Conference colleagues.

But it didn’t stop there. After the conference ended and after I had a couple of days to relax in our nation’s capital while continuing to interact with various members of my overlapping communities of learning, I saw one additional enlargement of the room: I was able to interact, from 37,000 feet above our planet, with #oclmooc colleagues in a live session that connected my cross-country flight with trainer-teacher-learners in Alberta (Canada) and several places throughout the United States.

So I return to the expansive question—how big is our room?—and see, as I shared with many of those colleagues, that the room is as big as we and our technology can make it. Cross-country. International. And even above the planet. Which makes our social learning space a wonderfully large and magnificent place to be.

N.B.: This is the eleventh in a series of posts documenting connected learning through #ccourses and #oclmooc.


Location, Location, and Location: Hanging Out and Learning With Samantha Adams Becker and ATD

May 17, 2014

Being in the same room with my friend, colleague, and co-presenter Samantha Adams Becker earlier this week along with colleagues from the Golden Gate Chapter of the Association for Talent Development (ATD)—formerly the American Society for Training & Development (ASTD)—required a combination of technological sleight of hand; some knowledge of the neuroscience of the brain, learning, and magic; and plenty of practice.

Horizon_Report--2014-CoverWhat helped make the evening intriguing was that Samantha, in a very real sense, was not more than a few feet away from me in San Francisco for our “Ed-Tech, Learning, and NMC (New Media Consortium) Horizon Reports: What’s In It for Us..and Our Learners” discussions with local ATD colleagues while simultaneously being more than 1,850 miles away, in Baton Rouge.

I’ve been learning how to be in at least two places at once ever since colleagues and I, in fall 2007, used Skype to connect a colleague from Ohio with an onsite audience in San Francisco to show how the use of free online tools could effectively and viscerally bring people together in ways that simulate face-to-face conversations—think of it as telepresence without costly investments. I continued the experiment  with Skype in a different context for a virtual face-to-face just-in-time lesson in using Excel and PowerPoint two years later to help a friend prepare for a job interview she was about to do. Racheted it up a bit more via Skype by bringing two offsite colleagues into an onsite presentation for ASTD Sacramento Chapter members in May 2011. And returned to the experiment with Samantha in June 2012, shortly after Google Hangouts became available as a way to viscerally connect individuals regardless of geography: she was co-presenter, from New Orleans, for an onsite session I was facilitating in San Francisco’s East Bay Area for ASTD Mount Diablo Chapter colleagues.

We knew we had exceeded participants’ expectations—and our own—when I managed to step out of the room unnoticed while the Mount Diablo Chapter members were interacting with Samantha; rejoin the conversation from outside the room by logging into the Google Hangout via a tablet I was using, and briefly talk to her about how that interaction by tablet was an example of how smartphones and tablets were allowing us to engage in a variety of m-learning (mobile learning) opportunities regardless of whether those opportunities were asynchronous or synchronous—which is what the ATD Mount Diablo Chapter event had become at that moment.

ASTD_to_ATDOur latest collaboration with members of what is now the ATD Golden Gate Chapter included some interesting twists, and those interested in how to duplicate the experience have plenty to consider. Basic equipment includes a desktop or laptop computer; webcams (mine is built into my relatively lightweight Toshiba Portégé laptop); ability for us to hear each other (both of our laptops have small built-in speakers that produce high-quality audio output when hooked up to an onsite speaker system), and she usually doesn’t wear a headset or have any other visual cues that would remind people she is not physically in the room; a small, portable back-up speaker system that can be hooked up to my laptop in case the onsite speaker system isn’t working properly on the day or night of a presentation; and a projector and screen (or blank white surface) to project Samantha’s video feed from the Google Hangout in a way that made it easily and clearly visible for everyone onsite.

Onsite rehearsal time is critically important. When using a site for the first time, rehearsals can extend from an unusually short 45 minutes if all works well—it rarely does—to as much as two two-hour sessions if intensive trouble-shooting becomes necessary. (We once had to solve an unexpected Internet connectivity problem by ending one very frustrating two-hour session so I could obtain a 4G hotspot device and make arrangements to purchase enough online time with that device to carry us through an additional rehearsal and the live event itself.) Rehearsal includes checking sound levels from various points throughout the room, locating the best position for the webcam so it captures enough of the room for Samantha to be able to see as many participants as possible, and trying to create the least-intrusive tech set-up possible: the point is to create a set-up which has participants looking at the projected image of Samantha, me, and each other as much as possible so that the technology quickly fades into the background—which, thankfully, it generally does!

Sleights_of_MindUnderstanding how our minds process visual and audio information also helped us more effectively take advantage of creating the illusion of presence even though she was physically in Baton Rouge, so reading the section on ventriloquism in Stephen Macknik and Susana Martinez-Conde’s book Sleights of Mind: What the Neuroscience of Magic Reveals About Our Everyday Deceptions. The key element here is understanding that our brains process sound the same way they do when we watch movies in a theater, matching sounds with images to make us believe the sound is coming from the screen rather than the speakers, so we always attempt to have speakers unobtrusively placed as close to the screen as possible and match the sound level as much as possible to the level of my own voice onsite.

We have also come to understand that worries about lack of synchronization between what participants hear and see (as when lip movement is ahead of or behind what they hear) is not as important as many of us might assume. Macknik and Martinez-Conde convincingly demonstrate, in their book, that we focus on an extremely small part of what is in our overall field of vision. Extrapolating from what they show, we realize that the only time participants notice discrepancies between sound and lip motion is when they focus their visual attention on the motions of the speaker’s lips onscreen. If they are looking at Samantha’s eyes, or at me, or at anything else in the room, the illusion of presence is not at all interrupted.

Our onsite-online blended presentation this time also carried the experiment one step further. To control and limit potential bandwidth problems, Samantha and I were the only two participants in the Hangout; other offsite participants received the program feed via a separate remote-viewing option that Chapter members routinely provide. If offsite participants had wanted to ask questions, the person monitoring that external feed would simply have repeated questions to Samantha and me, and we would have responded orally so the outgoing feed carried the response from the room to the offsite participants.

But all of this is just a prelude to the real magic that occurs through this type of learning experiment/experience: it’s a perfect match of content and delivery method for everyone involved. We were introducing participants to current trends, challenges, and developments in educational technology that affect them and their own learners, and we were facilitating discussions on the topic through the use of relatively low-cost technology that they themselves could immediately use if they chose to do so. We had cobbled together a smart classroom to show how relatively easy a task that could be. We learned from the questions they asked as much as they learned from the presentation we offer.

Emergency responders needed for e-learning trauma?

Emergency responders needed for e-learning trauma?

Most importantly, it became another example of the power of learning opportunities that are engaging. One of our most rewarding discussions came from participants’ observations that e-learning/online learning experiences generally are far less engaging than they should be and almost leave learners requiring the assistance of trauma-unit personnel—which made us laughingly agree that one service ATD and other learning organizations could provide would be an e-learning trauma/paramedic service to minister to those who had suffered through traumatically bad learning experiences online. We also used our ersatz smart-classroom set-up to exchange ideas about how to address digital literacy challenges among ourselves as trainer-teacher-learners as well as among the larger group of learners we all serve.

The conversation came to an end with the all-important confirmation that everyone in the room felt as if Samantha had been there with us in our blended onsite-online learning experiment—and in every significant way, she had been! The technology we have and the technology that others are continuing to develop creates magnificent opportunities to meet and interact with first-rate colleagues and provide effective learning opportunities—as long as we focus on each other and see the technology as the background tool that facilitates learning, communication, interactions, and meaningful collaboration.


David Lee King: face2face with Social Media and Social Graces

August 21, 2013

The fact that Facebook has more than 1 billion registered users doesn’t in any way suggest that there are more than 1 billion skilled users of social media tools worldwide. So a book like David Lee King’s face2face: Using Facebook, Twitter, and Other Social Media Tools to Create Great Customer Connections has the potential to upgrade the social skills—and social graces—of those still struggling to improve their online social interactions at the business level David targets…and at a personal level, too.

face2face--coverDavid’s ability to communicate engagingly and well—a skill that attracts many of us to his presentations, his blogging, and to the work he does as Digital Services Director at the Topeka and Shawnee County Public Library—serves readers well in face2face as he dives right in with on-target advice. He starts by reminding us that we need to be human rather than standoffish and mechanical on the Web. We need to listen; respond professionally and as informally as we can to nurture the levels of interaction that accompany successful engagement via social media tools; and think strategically so that our use of videos, blog articles, and other online postings consistently lead us to productive and positive results.

His honesty also helps us understand both the positive and the negative approaches into which so many of us fall in our use of social media. In telling the story of his online interactions with people at what he calls “the Snarky PR Agency”—omitting the company’s name because “they ended up being very professional”—he describes the agency’s initial spam that raised his ire; openly describes his own snarky online response (a tweet about how the agency “mass spammed me hoping I’d review a kids book. Obviously NEVER read my blog, so why would I read your book?”); and after leading us through the series of exchanges they had, notes that there was a positive result: “We ended up having a nice chat about small businesses discovering and using social media. The PR agency turned the conversation around from a negative one to a positive one” (pp. 130-136).

None of this, however, would mean much if face2face didn’t work from a wonderful foundation: helping us understand how to create and nurture community connections that interweave onsite and online interactions rather than viewing them as unrelated activities. He reminds us that Tweetups—face to face meetings of individuals who originally met via Twitter—and numerous other onsite encounters mean that what starts in Twitter (or Facebook or Google+ or any other online setting) doesn’t need to stay in that setting; those of us who attend conferences and other professional gatherings are abundantly aware of how online interactions seamlessly extend into those face-to-face encounters just as relationships that begin face-to-face in conferences, workshops, and other settings become richer, deeper, and unbelievably sustainable through online extensions of those conversations.

Which brings us to the playful foundation of David’s book—the understated yet implicit redefinition of our concepts of what the term face to face means in our onsite-online world. As we read through David’s sections on “business casual,” “where and how to begin,” “measuring success,” and “applying what we’ve learned,” we can’t help but see that effective use of the tools under discussion make us realize we can just as easily be face to face online as we can in the original sense of the term—when we’re onsite with someone.

My own experiences with onsite and online learners convince me that we’re even struggling to have our language catch up with the evolving nature of our interactions in something as simple as defining the first time we meet someone.” Those who remain inexperienced or uncomfortable with online interactions still don’t think of themselves as having “met” someone until they have their first onsite face-to-face encounter. Yet the immediacy of interactions via Skype, Google+ Hangouts, Blackboard Collaborate learning sessions that are well facilitated, and numerous other tools more and more frequently find that the quality and depth of interactions in those settings help us understand that the definition of meeting someone is shifting subtly and inexorably as more and more of us become comfortable with the idea that we’re living and thriving in an onsite-online world. And works like face2face can only help to make that process smoother for anyone who takes the time to read and absorb all that it offers.


Teaching-Training-Learning with Evolving Tools and Practices

June 20, 2013

The continuing rapid evolution of our teaching-training-learning tools and roles is sparking some interesting conversations among colleagues in a variety of sectors, and those conversations, increasingly, are helping to create connections and collaborations in what once felt like a terribly siloed learning industry.

T+D_LogoASTD (American Society for Training and Development) Human Capital Community of Practice manager Ann Pace, in a brief column in the May 2013 issue of T+D (Training+Development) magazine, succinctly takes us to the heart of the matter: we’re spending considerably more on social learning than we were a year ago (a 39 percent increase over that 12-month period), and we’re increasingly overtly acknowledging that each of us can serve as a “facilitator and enabler of learning” as we “create the structure that allows [the] shift [from learning occurring at specified times in predetermined locations to being something that is continuous, formal as well as informal, and experiential as well as including teacher-to-learner knowledge transfers] to occur.”

Some refer to this perceived shift as a learning revolution; others of us, as we review the writing of those who preceded us and talk to teacher-trainer-learners in a variety of settings (e.g., K-12, undergraduate, and graduate-level programs; corporate training programs; and learning programs in libraries and healthcare settings), have the sense that this isn’t so much a revolution as a recognition that the best of what we do has always involved the transfer of knowledge from instructor to learner; the acquisition of knowledge by learning facilitators through their interactions with learners; a combination of formal learning opportunities with opportunities that foster informal learning in synchronous and asynchronous settings; and much more.

What Pace helps us see is that incorporating the vast array of social learning and social media tools available to us into what we have always done well significantly expands the learning resources available to us in the overlapping roles we play as teachers, trainers, and learners. And it requires only one additional very short step for us to recognize that the continually-expanding set of tech tools at our disposal (desktop computers, laptops, smartphones, tablets, and, soon, wearable technology including Google Glass devices) and delivery methods (blended learning opportunities, the use of Skype, Google+ Hangouts, live online sessions enabled through products ranging from Blackboard Collaborate to live tweet chats and similar exchanges through chats conducted within Facebook private groups open only to learners within a specific class or community of learning) helps us cope with a world where the need for learning never stops.

There are even obvious, positive signs that we all are continuing to benefit from our expanded ability to reach colleagues through online resources in addition to our continuing attendance at conferences, workshops, and other events designed to facilitate the exchange of information, ideas, and innovations. The tendency many of us have had of allowing ourselves to be locked into learning silos—it is as silly as librarians in academic settings not seeing and learning from what their public library colleagues are doing in training-teaching-learning (and vice versa), or ASTD colleagues in local chapters not being aware of what colleagues in other chapters or at the national level are doing—seems to be diminishing as conversations between colleagues are fostered by organizations such as ASTD, the American Library Association, and the New Media Consortium (NMC),  which gathers colleagues from academic settings, museums, libraries, and corporate learning programs together onsite and online to share resources, spot the metatrends and challenges in teaching-training-learning, and encourage collaborations that benefit a worldwide community of learning.

We see, within that NMC setting, conversations about the shifting roles of educators in academic settings that parallel the comments that Ann Pace made through her T+D column. We realize that the shifts we see in our individual learning sandboxes consistently extend into many other learning sandboxes in many other industries where learning is the key element differentiating those who are successful from those who aren’t. And we see realize that by meeting, collaborating, and then sharing the fruit of those collaborations throughout our extended social communities of learning, we are part of the process of implementing ASTD’s goal—workplace learning and development (staff training) professionals’ goal—of making a world that works better.


Open Introductions: #etmooc, Open Education Week, Wikinomics, and Murmuration

March 9, 2013

Trainer-teacher-learners worldwide are on the cusp of a magnificent collaborative opportunity: participation in Open Education Week, which runs from Monday – Friday, March 11-15, 2013. Ostensibly for those involved in formal academic education programs, this is an opportunity that should appeal to anyone involved in the numerous entities comprising our global learning environment: K-12 schools; colleges, universities, and trade schools; libraries; museums; workplace learning and performance (staff training) programs; professional associations and organizations like the American Society for Training & Development (ASTD), the American Library Association, and the New Media Consortium ; and many others. It’s a chance for us to collectively examine the roles we can play together to tackle the wicked problem of reinventing education and developing ways to effectively support lifelong learning in a world where we can’t afford to ever stop learning.

Open_Education_Week_2013_LogoAt the heart of this endeavor is the open movement—the latest of the five massive themes that we’re exploring in two-week bite-sized segments within #etmooc (an online Educational Technology & Media course), that massive open online course (MOOC) developed by Alec Couros and his wonderful gang of “conspirators.” The course itself is a living example of the spirit of open, and it is quite literally transforming not only those who are directly participating in it, but also those who are learning about it and participating vicariously through the blog postings we are producing and sharing openly, the Blackboard Collaborative sessions that are archived and openly available, the live tweet chat sessions and numerous unfacilitated stream of tweets it is generating, exchanges in a Google+ Community, YouTube videos, and various other rhizomatically spreading learning opportunities that will continue having an impact on learners worldwide long after the current January- March 2013 offering comes to an end.

It’s a movement I first encountered several years ago within the pages of Wikinomics: How Mass Collaboration Changes Everything, by Don Tapscott and Anthony D. Williams, and that we all can continue to explore through the #etmooc panel discussion moderated earlier this week by Alberta Distance Learning Centre learning innovation lead teacher Verena Roberts. As has been the case with the handful of #etmooc presentations I’ve been able to attend or view, this one provides great content while also serving as an example of what it discusses. It was held as a Google+ Hangout to make it as accessible as possible; it was live-streamed on Roberts’ YouTube channel; interactivity between the panelists and learners was facilitated across platforms, including a Google Doc that also is openly accessible; and it is taking on a life of its own through tweets, blog postings, and other openly-shared resources.

etmoocTo watch the recording of that hour-long Google+ Hangout panel discussion is to sense the power of online learning and engagement while receiving a full immersion that leaves us with hours of material to return to at our own leisure. We see and hear Mozilla Foundation staffers sharing resources and encouraging us to participate in them, e.g., through the Mozilla Festival and efforts to help define digital literacy. We learn about a magnificent repository of open resources curated under the title “Open High School of Utah OER [Open Educational Resources] Guide” under the auspices of the Open High School of Utah (which will become Mountain Heights Academy in fall 2013). We hear panelist Christina Cantrill, from the National Writing Project, suggest that open is about resources, but “is also about practices.” And we walk away from the session with a clear understanding that four basic tenets of the open movement are reusing, revising, remixing, and redistributing content without losing site of the fact that we still have an obligation to acknowledge the sources upon which we draw.

For those of us wanting to continue our explorations within the context of the Wikinomics model, we turn to another variation on the open theme: the TED (Technology, Entertainment, and Design) talk“Four Principles for the Open World”—that Tapscott delivered in 2012. He takes us a bit deeper into the open movement by suggesting that there are four pillars of openness: collaboration, transparency, sharing, and empowerment: “The open world is bringing empowerment and freedom,” he tells us at one point.

The fact that these brief but stimulating explorations of openness take us from Open Education Week’s key themes of “connect, collect, create, and share” to those four tenets (reusing, revising, remixing, and redistributing content) on to Tapscott’s quartet of collaboration, transparency, sharing, and empowerment confirm that we’re facing the same wicked problem here that we face in digital literacy/digital literacies: settling on a firm definition is a far-from-completed endeavor.

We aren’t, at this point, anywhere near achieving that goal. But Tapscott, by introducing us to the concept of murmuration near the end of his TED talk through a video showing an exquisitely beautiful murmuration of starlings, provides an example from nature that should inspire all of us to start by participating and collaborating in Open Education Week (conversations on Twitter will be organized though use of the #OpenEducationWk hashtag and nurtured through the @OpenEducationWk Twitter account) and then incorporating open practices into our training-teaching-learning endeavors wherever we can. 

N.B.: This is the nineteenth in a series of posts responding to the assignments and explorations fostered through #etmooc.


Learning Social Media With Our Learners (Pt. 4 of 4): Out of the Course and Into the World

February 10, 2013

It hasn’t taken long for participants in the latest version of the four-week online “Social Media Basics” course I developed with colleagues at ALA Editions to begin documenting our collective successes.

Social_Media_BasicsOne learner, in his final course posting, noted that he “had the opportunity to use Google hangouts as part of a reference interaction at work recently. An online student was having trouble finding resources for an assignment…and we used hangouts to work through some of the difficulties.”

Another learner, wanting to explore Google+ Hangouts further, arranged a session with five other course participants and quickly found the tool taking a back seat to a very engaging discussion in which they shared ideas and learned from each other in a way that made them feel as if they were sitting together rather than separated by tremendous geographic distances.

Several documented the fact that they had set up various social media accounts for the libraries they serve. At least a few have initiated live tweet sessions and begun discussing work-related issues in the private Facebook group we established so that our community of learning—which now includes participants from both offerings of the course—can continue to grow and flourish. And a few others were inspired to go beyond the course content and explore other tools, including Pinterest.

Engaging in a rudimentary version of learning analytics produces an interesting snapshot of how the course functions—and provides some positive responses to those who contend that online learning can’t possibly rival the face-to-face experience. Starting with a core group of 32 registered learners, we had five who never engaged at any significant level, and only four more who weren’t actively participating by the time the course ended. There was the usual spike of activity during the first of the four weeks of the course, with nearly 1,800 views of posts within the formal class forums that week; that had leveled off and remained steady at approximately seven hundred views during the final few weeks. Actual postings, however, were fairly consistent throughout the run of the course, with between 100 and 150 individual comments posted on course forums each week—which doesn’t even begin to take into account the dozens of postings made via Twitter, LinkedIn, and Google+ as we explored each of those platforms.

Most interesting to me, since I was expecting a steady decrease in discussion-forum postings, is that the largest number of individual discussions actually occurred during the final week, when learners were not only posting brief descriptions of their final projects, but also engaging in brief summaries of how their perceptions (and misperceptions) about social media tools had changed.

But it’s really not the numbers that tell the story here; it’s the observations the learners offered regarding how their perceptions had changed in positive ways and how they walked away from this brief, very concentrated experience with social media much more likely to use the tools than they had been before they took the course.

As I’ve said in response to many of their comments, this is the real icing on our learning cake. Because learning is about positive transformation, the fact that they are documenting increased use of social media tools and finding ways to use those tools to the benefit of those they serve in libraries throughout the United States and a few other countries means that our time together is offering rewards to the organizations they serve. They are also now engaged in a community of learning that was created during the initial offering of the course in 2012, has grown as a result of the latest four-week offering, and stands a good chance of growing even more as these participants use their online discussion groups to stay in touch, exchange resources, and explore issues of interest and importance to them in the months and years to come.


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