Digging Still Deeper into the Search Branding Question

First published June 12, 2008 in Mediapost’s Search Insider

I love debate. I love defending my ideas, and in the process, shaping, refining and sometimes discarding them as they prove to be too unwieldy or simply incorrect. My last two columns have generated a fascinating debate around the concept of branding in search. Fellow Search Insider Aaron Goldman, comScore Chairman Gian Fulgoni, his senior vice president of search and media, James Lamberti, Erik du Plessis, Millward Brown executive and author of  “The Advertised Mind” (fascinating book, by the way), as well as a host of others, have taken up the debating gauntlet on this particular topic.

As luck would have it, we just wrapped up a study with Google in Europe — and data there seems to show that I’m dead wrong about the inability of unclicked search ads to build brand, reinforcing the view of Gian and Aaron (Aaron has his own research, and ours seems to support his findings). We saw brand lift (based on traditional metrics) of anywhere from 5 to 15% on even unclicked ads. And this was with thousands of respondents across four different product categories in three different markets, so I don’t think it’s an anomaly.

The easy thing would have been to toss in the towel and admit I was wrong. But I’m not so sure about that. I’m convinced the neurobiological underpinnings I outlined in my column two weeks ago are sound and that the reasons for the apparent contradictions lie in some aspects of the search interaction and brand recall that I overlooked and the metrics we use to measure them.

But, in looking at this, I realized that this topic lies at the heart of a fundamental and not-yet-explored aspect of search: how does it influence our brand relationships? In one regard, I’m wholly in agreement with Aaron, Gian and James. There’s a tremendous amount of branding value being left on the table with search. Where we differ is in the nature of that value. But that’s not an easy thing to explore. It’s certainly beyond the scope of a single column. So yesterday I sent an email to my MediaPost editor asking if I could use this column over the next several weeks to lay out my hypothesis for how we interact with search. Thankfully, she agreed. So, beginning this week, I’d like to begin unraveling that knot.

In my weekly columns over the next few months I’d like to explore several questions:

Why do we search: This goes to Aaron’s comment that we don’t always search for information about a purchase. And this is absolutely true. We search for many different reasons. I’ll look at what motivates us to search and our mental frame of mind when do so. Is searching a conditioned behavior?

Why we search the way we do: Through all Enquiro’s research, we have found very consistent search patterns. Why do we search the way we do? How do we forage for information? And why is a search engagement “thin,” while a Web site engagement is “thick”?

Why does searching trigger information retrieval, but doesn’t necessarily create new memories: I’ll look at how memory works, specific to the act of searching, and how this differs from other types of advertising.

Why we use search differently at different stages in our purchasing behavior: The way we use search early in the process can be significantly different than the way we use it later. And it’s not the classic search “funnel” you may think.

Why the traditional brand metrics used are not accurate measures of likelihood to purchase, especially when applied to a search interaction.

Why search can be the most important brand tool in a marketer’s arsenal, if it’s used in the right place. It’s a matter of understanding what search can do and what it can’t. And, even more importantly, understanding how to measure that value.

And finally, will the changing nature of search change the way it acts as a branding strategy?

In this process I hope to provide supporting research where I can (there’s little empirical research in this area). I’ll also be reaching out to others, including my debating partners, to capture their views as well. And, as always, I invite you all to join the conversation.

Branding, The Mind and Search

First published June 5, 2008 in Mediapost’s Search Insider

In my last column, I opened up the search “branding” can of worms regarding unclicked search ads and generated a fascinating discussion with Gian Fulgoni and James Lamberti from comScore, as well as Aaron Goldman from Resolution Media, who has unpublished research that sheds new light on the subject and counters my argument. I think it’s fair to say that the value of an unclicked search ad still needs further research to resolve the question.

If it proves that there is brand lift created, then the question of pricing models currently used comes back into play. As Lamberti mentioned, perhaps the problem is not the pricing model but the measurement methods. And, as Jonathon Mendez from Ramp Digital added, “Is Google leaving lots of money on the table? They’re the most insanely profitable company of our time — I think they know what they’re doing.”

How Much Value is There in Search?

Could it be that we’re all right? Could it be that there’s so much value in the search interaction that Google can be leaving money on the table and still be insanely profitable? I do believe that in the case of branding impact, there is a distinct difference in the nature of the impact of the search ad from almost any other form of advertising, which is the topic of this column.

As I said a few columns back, search is more than a channel. It’s a fundamental human activity, and the same things that may be working against search in an implicit engagement way are very much working for search in an explicit way. The nature of our engagement with search is much different from other advertising.

Daring to Define Engagement

The Advertising Research Foundation has been struggling with defining engagement as a cross-channel effectiveness metric for years now, without making much headway. The problem is that engagement with a TV ad is a totally different proposition than engagement with a search ad.

Let’s look first at TV. In the 1980’s, the ARF conducted a major research study called the Copy Research Validation Project (as referenced in “The Advertised Mind,” by Erik Du Plessis). The purpose of the study was to isolate the factors that were common in successful ads. What was the one factor most predictive of success, which was actually thrown in as an after-thought? Whether people liked the ad.

Before most ads can work, they have to get our attention. And we pay more attention to things we like. This led to a hyper-creative explosion in the advertising biz, as agencies churned out ads designed first and foremost to make us like them. Unfortunately, most ads forgot that once you get someone’s attention, you also have to sell something. And that can be a difficult balance to maintain. Our cues to switch selective perception to something that captures our attention and our natural defenses against unsolicited persuasion usually work counter to each other. And it’s in that dynamic abyss that 250 billion dollars of advertising — in the U.S alone — gets poured every year,.

Search: Likability is Not a Prerequisite

But search is different. You don’t need to like a search ad, because it doesn’t have to capture your attention. You’ve already volunteered that attention. Search is used to gather information about an upcoming purchase. You’re fully engaged. You’re focusing on it. There are no cognitive guards on duty, protecting you from unscrupulous persuasion.

There’s another difference. Other advertising interrupts you when you have no intention of considering purchasing the featured product or service. Search reaches you just at the time you’re most fully engaged in consideration. And there lies the tremendous value of search, as it opens the door to the most engaging interaction with a brand that there can be: the online visit.

The Most Effective Engagement Point

Once consumers have knocked on your door through search, you have a tremendous opportunity to engage them. They have expressed interest, they are actively and fully engaged, they’re looking for information and they are ready to be persuaded. In the universe of consumer motivation, all the planets are perfectly aligned. You simply cannot find a better touch point with a consumer than this.

But the key is, you have to let consumers drive that interaction. They may simply be looking for rational purchase validation information, they may be researching alternatives, or they may be looking to be emotionally persuaded. A Web site can do any and all of the above, but it has to be at the visitor’s imperative.

Do I think there’s tremendous brand value left on the table with search? Absolutely. And as James Lamberti from comScore said, uncovering that value lies first in better measurement. If we can prove the value, whether it’s implicit or explicit, that may indeed lead to a different pricing model. Let’s face it; we’re a long way from understanding online consumer behavior. As we gain more understanding, expect changes. Expect lots of them.

 

The Last Word on Breaking the Google Habit

First published March 13, 2008 in Mediapost’s Search Insider

When I started this series of columns, I had no intention of making it a series. But now, with the fifth (and final) installment, it looks like I may finally break this particular habit. It’s been fascinating for me. Hopefully it’s been equally interesting for you.

We Develop Strings of Habits

In last week’s column, I talked about environmental cueing and reinforcement. Here, cues in our environment (the ubiquitous toolbar search box, for example) trigger a habit, and the expected outcome (the delivery of relevant results) reinforces the habit. This creates a sustaining cycle.

But there’s one other aspect of habits that we should look at. We tend to develop habits as strings of events. One environment cue might trigger a series of actions. The classic example is those who need a cigarette when they have a drink. Some recent research paints a fairly bleak picture of North American society and shows how obsessed we are with habit-inducing cues. The “why” question poised was why French people were less obese than Americans, despite a diet high in fat. It turns out one major reason why is that Americans let external cues, such as which TV show is on, drive their eating patterns. We always have a bowl of Chunky Chocolate ice cream while we watch “Desperate Housewives.” The French tend to eat when they’re hungry, and stop eating when they’re full. For the French, eating is a joy. For Americans, it’s a habit.

Swimming Upstream

As I mentioned before, to break a habit, you have to intercept before the habitual behavior, rather than try to educate and modify after the fact. And the less thought required to execute the behavior, the harder the habit will be to break. If your habit takes a few seconds to do, the opportunities to intercept and kick in the rational brain are minimal. This provides a distinct challenge to anyone looking to usurp Google’s search crown. Searching is becoming easier than ever.

The competitors have to look at that split second that exists between the awareness of the need for more information and the instinctive move to the nearest search box to launch the query. It’s in that tiny sliver of time that the opportunity to break the Google habit exists.

Searchis Interruptis

So, given the fleeting nature of this opportunity, how do you grab it? One way is to anticipate the need of search before it happens. This is the implicit query work that Microsoft was experimenting with sometime ago. As you work on a task, potential search queries are monitored in the background and are presented to the user. But a constantly shifting window of potential searches would probably drive us all batty.

Another way is to integrate search at an application or OS level, making search even easier and inserting a habit-breaking context switch into that tiny sliver of indecision that exists between awareness and Google.

Attack the Weakest Links

But even integration of search at this level won’t be enough. Remember, we tend to give the advantage to the incumbent. We actively look for reasons to maintain the habit, and we ignore information that runs counter to our habitual choice. Even if a search alternative is one click less to get to, that alternative still has to provide a significant reason to switch. They not only have to beat Google at the game of search, they have to do it in a decisive way. For this reason, a competitor has to attack Google’s user base at the weakest point, the ones that are using Google because it’s handy, not the Google loyalists.

True User-Centricity

This brings us to my last strategy for breaking the Google habit: a truly user-centric search tool.

Up to this point, verticalization in search has taken one of two forms. Either engines have attacked a topic category (i.e. Business.com and B2B, Lawyers.com and legal services, Expedia.com and travel) or a type of content (i.e. Blinkx and Youtube for video, Technorati for blog posts). These approaches tend to be vulnerable because we are creatures of habit. Generally, we prefer to use one place to launch our searches. We’re already using Google for most of our searches, so if it can provide an equivalent experience to these vertical engines, it can quickly assimilate the traffic and squeeze the verticals out.

This is not as easy as it sounds. Google has yet to provide an equivalent experience in most of its verticals, but now that it appears that the default design of the search results page is no longer a sacred cow, I would expect the functionality gap to close quickly.

But what if we took a different approach? What if rather than verticalizing around a topic or content bucket, we verticalized around a type of user? What if we maximized the search experience for millennial males or female baby boomers? The verdict on personalized search seems to be that a one-size-fits-all solution is a long way off on the horizon, but an intermediate step might be to tailor an engine for a segment that shares similar needs and expectations. By focusing on a niche strategy, you might be able to break the Google habit, one segment at a time. In this way, you might be able to provide the discontinuous innovation needed to catch people upstream, before they get swept away with the Google tide.

More Steps to Breaking the Google Habit

First published March 6, 2008 in Mediapost’s Search Insider

Let’s imagine that my ongoing series about the forming of habits (installment 1, installment 2 and installment 3) has so captured your curiosity that you want to find out more. You’re reading this column from your computer. You make the decision to find more information about breaking a habit. Now, let’s slow down time and look at the steps. There, in the upper left of your browser, is the Google toolbar. Or maybe you have the Google sidebar in the lower right of your window. Perhaps you’ve got Google’s homepage bookmarked. Whatever the shortcut, you don’t suddenly stop and think, “Gee, for this search what would be the optimal search engine to use?” No, without thinking, you go right up to the handiest search box and key in “breaking habits.”

It’s All About the Cues….

In psychological terms, what we’ve just described is a stable environment. The layout of your window is something you’re familiar with. You don’t have to think about it, you just do it. And the vast majority of times, this works for you. You have created an expectation of success. The cues remind you, below the level of rational consciousness, that this course of behavior generally produces the desired outcome. And each successful search reinforces that.

This cueing and reinforcement cycle is a powerful factor. Several academic studies (see Verplanken & Wood for a review of the literature in this area) have shown that habitual use has two important lock-in mechanisms that perpetuate the behavior. First of all, expectations of success curb our desire to search for alternatives. All those millions of advertising dollars from Ask or Microsoft, and the ads they bought are falling on deaf ears.

Secondly, the one type of information we do pay attention to is information that confirms our habitual bias. Because we have an expectation of success, our ears perk up when we hear things that confirm and reinforce that expectation. We are looking to remain consistent with the habit, rather than break it. This is true even with something as insidious as smoking. Imagine how powerful this would be with a benign behavior like using a search engine. Millions of dollars of TV ads can be trumped by one person telling us that Google is also their favorite engine because it always delivers what they’re looking for.

The Forgiving Habitual User

Further, even when we have a less-than-ideal experience, our expectation framework tends to “cut it some slack,” mentally averaging out the experiences and rounding it up in the incumbent’s favor. We become pretty forgiving of our habitual choice and hyper-critical of the alternatives.

So, given the formidable odds against breaking a habit (remember, in most cases, habits are good things that reduce our need to think through everything, so evolution has a vested interest in keeping them in place) there are still circumstances when it can happen.

Ch..Ch..Ch..Changes…

One of these is when there’s a disruption to the stable environment. When we have to adjust to a new circumstance, we’re also open to new cues that go into the new environment. In the non-virtual world, this would be moving to a new home, especially in a new city or starting a new job. In the virtual world confined to our 21-inch monitor, it would be buying a new computer, upgrading our operating system or switching to a new browser. Any of these events, or a combination of them, offers an opportunity to search providers to make themselves one of the new environment cues. There’s been a disruption in the typical flow that used to lead to acting without thinking, so there’s an opportunity to cause people to think about the alternatives.

One tremendous opportunity to get in on the ground floor of our adaption of a new environment is presented by our increasing use of mobile. The even smaller real estate on the mobile screen represents a tremendous opportunity to put a stake in the ground and start the habit-forming cycle. Google already has a head start in this area, but it’s far less than what they’ve established on the desktop.

Next week, more ways for competitors to disrupt the Google habit, including what it might take to overcome the incumbent’s advantage.

Breaking the Google Habit

First published February 28, 2008 in Mediapost’s Search Insider

What will it take to beat the Google habit? There’s billions of dollars that hang on the answer to that question. My last two columns looked at the nature of habits and how they can lead to an advantage for incumbents by “locking in” customers or users.

Before we look at some possible answers, it’s important to understand how and why previous attempts at breaking habits have fallen short in an area where far more academic work has been done: health care (Verplanken & Wood, 2006).

Educational campaigns have proven to have little effect on changing habitual behavior. In fact, studies have shown that these campaigns can actually trigger an increase in the unwanted behaviors! Oops, that wasn’t supposed to happen.

The frustration of physicians who are battling unhealthy lifestyle choices in their patients was perfectly summed up in an address given by John McKinley to the American Heart Association over 30 years ago.

“You know,” McKinley said, “sometimes it feels like this. There I am standing by the shore of a swiftly flowing river, and I hear the cry of a drowning man. So I jump into the river, put my arms around him, pull him to shore and apply artificial respiration. Just when he begins to breathe, there is another cry for help. So I jump into the river, reach him, pull him to shore, apply artificial respiration, and then just as he begins to breathe, another cry
for help. So back in the river again, reaching, pulling, applying, breathing and then another yell. Again and again, without end, goes the sequence. You know, I am so busy jumping in, pulling them to shore, applying artificial respiration, that I have no time
to see who the hell is upstream pushing them all in.”

This has led to a reexamination of the “downstream” method of altering behavior; trying to rationally convince people to change their behavior after it’s already become a habit, for example, with education campaigns. The fundamental problem here is, you’re trying to apply a rational solution to an irrational problem. We don’t think about habits, we just do them. That’s the very definition of a habit.

The Strength and Cost of Habits

There are two other components in habitual behavior that have to be understood: the strength of the habit and the cost of executing the habit. Both factor into how hard the habit will be to change. The strength is how closely habits are tied to our personal beliefs, good or bad. If we stop at Starbucks every day because we absolutely love everything about Starbucks, that’s going to be a very hard habit to break. Smoking ups the ante with an actual physical addiction.

Also, how much does it cost us to continue the habit? It I have to go four blocks out of my way to go to Starbucks, that has a personal cost to me. If it’s right on my way to work, that’s different.

Habitual Use of Search

So, let’s wrap up this week’s column with a summary of what we’ve learned about habits, and apply it to search:

·    You typically can’t change habits by a rational appeal after a habit is formed. This explains the failure of every television campaign for search engines looking to grow market share.

·    The strength of habit is a big factor in how likely the habit is to stay in place. So, if you’re looking to steal users from Google by breaking their Google habit, you’re going to be looking to the those folks that use Google because it’s handy, not the ones that have six Google T-shirts hanging in their closet.

·    And finally, you’re going to have to look for a way to catch users before they use Google by intercepting them upstream. The reason Yahoo has been able to maintain its market share over the past few years has a lot more to do with the scope of its presence and the fact that the company can put a Yahoo search box in front of more people before they can get to Google, and a lot less to do with the quality of the search experience. And that’s also why Microsoft’s share has eroded, as more and more default home pages are being switched from MSN.

Next week, in the series that may never end (talk about habit-forming), we look at how challengers to the Google search crown can hope to break the habit. Hint: All the clues point in one direction — upstream!

 

More on Why Google is Habit-Forming

First published February 21, 2008 in Mediapost’s Search Insider

In last week’s Search Insider, I introduced the idea of habits, and why they can be hard things to break. This week, I want to explore how search engines can be habit-forming as well.

Cognitive Lock-In

Habits form and stay formed because there is usually a cost associated with discontinuing the habit. In a commercial interaction, this is referred to as the “cost of switching.” These are the lock-in mechanisms that companies hope will keep you from walking across the street to their competitors. In theory, the cost of switching on the Internet should be negligible, creating a frictionless, “perfect” market. There’s no financial penalty. The Internet erases geographic boundaries. And this should be especially true in search. After all, other search engines are only a click away. But researchers (Johnson, Bellman and Lohse, 2003; Brynjolfsson and Smith, 2000) actually found the opposite to be true. It seemed that customer stickiness can actually be greater online. So, if it’s so easy to switch, why aren’t more people doing it?

It appears, based on research (Zauberman, 2003), that there’s another cost of switching, the cost of learning new interfaces. This has been called “cognitive lock-in.”. As you become comfortable navigating through a site, the cognitive cost of learning new interfaces tends to build your loyalty and keep you “locked in” to the site. This happens in the real world as well, and could explain my wife’s seemingly irrational loyalty to the bad grocery store I described last week. She knows where everything is. She knows where to park. And she knows who to argue with when products don’t meet her standards (as well as how to get her point across — it’s an Italian thing). It may not be great, but it’s familiar!

Will Differentiation Increase the Power of Lock-In?

A recent study (Murray and Haubl, 2007) found that cognitive lock-in comes from habits of use as well as habitual choice. Both are relevant in the search space, but let’s put habitual choice aside for a moment. Habits of use form when we become familiar with using a product, the actual mechanics of how it fits us in realizing our goals. We know how to use Google, for example, and how to refine it to get the results we’re looking for. We know which links take us where, which tabs to hit and even through we never use it, the “Feeling Lucky?” button reminds us we’re on Google. When Google tried to remove it, based on lack of usage, there was a huge user backlash.

This sense of familiarity meant that until recently, all search engines looked the same. The same ten blue links, the same treatment of sponsored ads, the same basic layout. But in a recent set of interviews with all the major engines’ design and usability teams, it was made clear that we can expect more differentiation among the engines. Ask’s departure was just the first step in this movement.

It’s Not Just a Tool, It’s a Badge

But it’s not just the utility of an engine that increases lock-in. There’s also habitual choice. This comes from our lock-in to a brand. We always drink Coke, we always drive a Honda, we always fly Southwest, we always search on Google. Yes, even something as utilitarian as a search engine engenders brand allegiance. We identify with brands because they help define us as individuals. And this has happened to varying extents in the search space.

There Will Never Be Another Google in Search

You might ask, if Google became a habit, what’s to stop another engine from also becoming a habit? Well, first of all, it won’t be nearly as easy for a new player as it was for Google. Think back to when you first used Google. No one engine had established itself as the user’s choice, creating the “lock-in” effect. I used to hop back and forth between four or five engines, depending on my objective and the closest engine at hand. I’d perhaps start at Infoseek or AltaVista, and if I didn’t get a great result (which was pretty much always true) I’d try Excite or HotBot. Then, finally, in desperation, I’d sort through the hierarchal jungle that was Yahoo. No engine had become a habit.

Google’s genius was in providing pretty good results for a wide variety of searchers. Suddenly, I didn’t have to hop from engine to engine, because nine out of 10 times Google provided better results. By the time the rest of the engines had closed the gap, I was already locked in. Now, arguably, other engines provide better results for certain types of searches. But Google is habitual. It’s going to be an uphill battle for the competition. In fact, Google is such a habit; its name has even replaced the word “search.” We now “Google” it.

So, where does that leave the competition? I have some ideas, but they’ll have to wait till next week.

Why Google is Habit Forming

First published February 14, 2008 in Mediapost’s Search Insider

My wife Jill was the victim of another drive-by “why-ing” — and I, of course, was the perpetrator.

There’s a small specialty grocery store where we live that Jill visits every week or two. And almost every time, she complains about the experience. Outdated stock is repackaged. Food is rancid. The staff is surly. But she keeps buying there. After listening to another long-winded vent, I dared to go where no man should go. I asked her “why?”

There were a number of reasons that she gave. It’s on the way on her daily route. Parking is convenient. Prices are low. But the biggest reason was one she didn’t express, because she didn’t know it. It had become a habit. And habits are tough things to break.

Why We Have Habits

Like almost everything else, habits are a way we cope with the world. They’re cognitive shortcuts so we can save our brains for more appropriate work. And most times, they work pretty well. When things work the same way the majority of times, we don’t have to think about them every single time. We relegate them to habits. It’s why we have such difficult times with doorknobs, even when we’re given instructions (“push” or “pull” –and thanks to SI reader Peter Simmons for the example). Our brain is in short-cut mode, so it’s not taking the time to read signs. Based on the shape of the door handle, the presence or absence of push plates, whether we’re entering or exiting and other cues, the brain makes a decision to push or pull without really consulting our conscious mind. We won’t even see the sign (which would engage our consciousness) unless we don’t get the result we expect.

Habits are grooves worn in the brain, and they tend to be relatively durable because of that. The rule of thumb seems to be about three weeks. So, if you moved a light switch from the right side of the door to the left side, it would take about 21 days before your brain stopped telling your right hand to turn on the switch.

The Hand is Quicker Than the Brain

Here’s the important part of that circuit (the one in the brain, not the one that turns on the light). The loop between the brain and the right hand is an unconscious one. It’s made of synapses firing on autopilot. At a conscious level, you know the switch is on the left side, but the conscious loop is slower than the unconscious one. It’s the laziness of the brain at work. If we don’t have to think about everything, why should we? So your right hand is already patting the wall looking for the switch before your rational, thinking brain catches up and says, “It’s on the other side, idiot.” This has to happen a couple dozen times before the new groove in your brain is established and you can go back to not thinking about turning on the light switch.

Why Incumbents Usually Win

Now, in my typical, roundabout way, I am getting to why this is important in search. If we think about habits, it starts to become clear why Google has such a huge market share advantage. I’d like to introduce another idea called the “incumbency effect.”   When it refers to politics, the incumbency effect means that once you win an election, you have a greater chance of winning subsequent elections for the same office. This is due to several factors that give you the edge in the eyes of voters: familiarity, experience in the role, access to funding and the ability to call in favors racked up during the previous term. All things being equal, incumbents are tough to beat.

But in other arenas outside politics, the incumbency effect can also be driven by the fact that habits are formed. It’s not just the rational reasons why an incumbent can be tough to dethrone; it’s also the irrational ones. The incumbent has worn a groove in our brain. And to knock off an incumbent, with all these things in their favor, you can’t just be a slightly better alternative. You have to be significantly more attractive. Either the incumbent has to screw up badly, or you have to offer a dramatic improvement over them.

As per usual, my weekly allotment of words has run out before my idea, so I’ll pick this up next week, when we look at the incumbency effect and a parallel concept, cognitive lock in, and how they’re playing out in the world of search.

More on Search, Transactive Memory and the Elastic Mind

First published January 31, 2008 in Mediapost’s Search Insider

Thomas Young was the last person who knew everything. Or, at least, that’s Andrew Robinson’s claim in his book of the same title. Whether you agree or not, the accomplishments of this 19th century Quaker were certainly impressive. In contradiction to Newton, he proposed the wave theory of light, furthered our understanding of the mechanics of the eye, helped invent Egyptology and decipher the Rosetta stone, created a measure of elasticity in engineering, was an accomplished physician, created a technique for tuning keyboard instruments, compared 400 languages, coined the term Indo-European and still had time to pioneer developments in carpentry and life insurance. Thomas Young was the human Google of his age.

Today, our world is much more complex. There’s too much knowledge to store in just one mind. So, we tend to find other places to keep it for when we need it. Hence the concept of transactive memory, which I touched on last week.

Misty, Watercolored Memories

We have different methods for storing different types of memories. The way we remember our 21st birthday (if we still remember it at all) is different than the way we remember our phone number. Then there’s the way we remember how to ride a bike, or what Led Zeppelin’s “Black Dog” sounds like.

And some people are better at remembering certain types of things than others. That’s why we’ve adapted to extend our memory capabilities by using transactive memory. We rely on others to store memories that we might need at some point. Our wives remember birthdays. Our kids remember how to program our smart phone. Our co-worker remembers how to run the virus scan on our computer. We don’t have to remember all these things; all we have to remember is who does.

The Transactive Web

But what about computers, and, by extension, the Internet? What about search? Doesn’t this take transactive memory to a level never thought of before? Even the reduced work load of remembering who remembers what is significantly more trouble than just being able to instantly recall information with a well-placed query. We dump the details of our life on a hard drive somewhere, and search for it when we need it. Even if we’re looking for something we didn’t know we needed, like the recipe for haggis (how many of you celebrated Robbie Burns Day last Friday?) we can find it when we needed it. And we don’t have to remember it, because we know it will be there come next Jan. 25.

The Adaptive Brain

And that brings us to the second point I raised last week, that of neurological plasticity. Our brain prunes itself, getting rid of capacities we really don’t need anymore, and strengthening those that we do. This happens to the greatest extent in the first few decades of our lives, but it is a lifelong process. I am forcibly reminded of this when my 14-year-old daughter asks me for help with her algebra homework. At one point in my life, I knew this stuff. But most of those neurons have long since disappeared. To offer any help at all, I have to relearn what I once knew, building new neural pathways.

So, as we have to worry less about remembering certain things, like facts, dates, phone numbers and addresses, will our semantic memory capabilities, the place we store these things, become less exercised and therefore, pruned out of the way? And in its place, will we develop greater skills in navigating online spaces?

It’s really not a question, it’s already happening. We can see the difference in the generational abilities in the online space, or when our kids kick our virtual butts in a Wii showdown. But we’re still in a place where we’re balanced on the cusp between the pre- and post-digital world. We still have a foot in each realm. Let’s fast-forward a generation or two and see which capabilities that seem so essential to us today have disappeared. And which new talents, unfathomable to us today, have taken their place.

Exponential Technological Advances

Now, obviously, this is nothing new. We don’t need to remember how to shoe a horse, and our great-grandfather would be amazed (and possibly aghast) at a trip on a California freeway. Change has always happened, and humans have always adapted. But there’s something different now. Raymond Kurzweil calls it The Law of Accelerating Returns. The need to adapt to leaping technological advance is getting more and more demanding. Technological growth is exponential. At today’s rate, we experience 20,000 years of progress in a century. In the year 2045, Kurzweil believes we’ll hit a point where machines become smarter than humans. Could the human mind, which is amazing in its adaptability, simply be outstripped by technology?

One last thought. If you believe in evolution (as I do) humans have evolved as the preeminent species through a long line of trial and error, with our environment as the ultimate judge of genetic worthiness. The problem is that evolution is a long, slow process. Our evolutionary environment, the one we’ve adapted to excel in, is a hunter-gatherer society several thousand years past. Evolution never equipped us to function in the world we live in, except in one regard. It equipped us with an adaptable mind that allows self-awareness. And even that is inextricably tied to our human nature. The human mind is a wonderful thing, but unfortunately, it doesn’t benefit from Moore’s Law.

Search, Transactive Memory and the Plastic Mind

First published January 24, 2008 in Mediapost’s Search Insider

In 1986, University of Virginia Psychologist Daniel Wegner came up with an interesting theory. He realized that we depend on others to remember some of the things we need to know. This is especially true in couples and families. Some of us are better at remembering phone numbers and birth dates. Some of us are better at remembering how 401Ks and computers work. In couples, the longer we spend together, the more we divvy up the memory workload, depending on our spouse to prop up our spotty memories.

Wegner called this transactive memory. With it, we don’t have to remember everything. We just have to remember who knows what. Wegner found this to be true in any small group who spends a lot of time together. The bigger the group, the larger the extended memory capacity.

That’s the first concept I want you to think about. Now, let me give you another.

It’s the Second Chimp on the Left, the One with the Scar

Babies are born with a capability that you and I don’t have. They can recognize and distinguish between faces of different species. For example, if you introduce a 6-month-old baby to six different chimpanzees, then show them pictures of the chimp faces, they’ll be able to recognize them and tell them apart. But to us, they will all look like chimpanzees. The same is true of sheep, or lemurs. To us, a sheep is a sheep is a sheep. It seems we lose this ability around 9 months of age, according to Olivier Pascalis at the University of Sheffield.

Why can we no longer tell chimpanzees apart? We’re born with this ability because at one point in our evolution it was important. The ability to tell animals apart led to a greater chance of survival. But that’s not really true today. Today, in our complex social world, it’s much more important to be able to tell human faces apart. So at about 9 months of age, the brain starts to concentrate on that. And, in this case, something has to give. Sorry chimps, but after a while, you’ll all look the same to us.

There’s one more point I want to share here. Dr. Pascalis found that if parents continued to develop their babies’ ability to distinguish between non-human faces by repeating the exercise, the babies retained that skill.

The Pruning of the Young Mind

It’s not so much this lost ability I find interesting. It’s the underlying reason, the ability for the brain to change itself from birth to maturity. Humans received another gift in the evolutionary lottery, an adaptable mind. The brain you get at birth is not the brain you’ll end up with. A 2007 study at Oxford University found that newborn brains have almost 50% more neurons than adult brains. Babies have more raw “brain material” to work with. They get shipped with the full menu of evolutionary options, including the ability to tell monkeys apart.

But over time, in a process known as “pruning,” the brain starts to discard options it doesn’t use very often. Weak, underutilized neurons, forming neural pathways we never use, get pruned and, in some cases, reconfigured, to make way for pathways that are more commonly used. To go back to our facial recognition example, being able to keep track of all the faces in one’s ever increasing circle of friends and family is a huge task. And it’s right around 9 months that we start venturing out in the world, meeting more and more people. The timing of this is not coincidental.

Fertilized Neurons

But our brains not only get rid of unused functions. They also nurture commonly used functions. The same Oxford study found that although our neuron inventory decreases, we actually gain significantly in another type of cell — glials. Glials are the most important brain cell you’ve probably never heard of. They act as a support system for our neurons, nurturing them and making them more effective. And adults apparently have three times the number of glial cells found in infants.

So, for the next seven days, until my next column, I want you to think about those two concepts: we rely on external sources to extend our memory, and our brains are adaptable, able to rewire themselves to discard capabilities that are no longer important to us, and build capabilities that are more important.

See where I’m going with this? Until next week…

Ring. Ring. Why We Can’t Ignore the Phone

Back to blogging over the holidays. And to get back in the groove for 2008, an interesting “Whydunnit” that was bouncing around my head and the Enquiro office yesterday.

It started as an example I used in today’s “Just Behave” column on Search Engine Land about how the way we interact with our online world might actually be more native to us and how we evolved than reading a book. Online browsing is actually a return to behavior that we’re pretty familiar with. We were born to multi-task.

Driving and Selective Perception

The example was to show how we use selective perception to decide what needs the full attention of our conscious mind, and it was about driving, daydreaming and cell phone use. Here’s an excerpt:

Here’s another example. Ever drive home on a route you take all the time, either from work or your children’s school, and get home only to realize you didn’t really remember driving there? You’ve driven the route so often that it’s worn a path in your brain and you can do it on autopilot. Meanwhile, your mind wanders in a million different directions, thinking about work, what’s for supper, your next vacation and the marks on your daughter’s report card. But all the time, you’re scanning your environment. If a pedestrian steps in front of you, you slam on the brakes. And you did it faster than you could ever rationally think about it. It’s a hereditary hardwired shortcut, straight to your amygdala, the emergency response center of your brain, bypassing your conscious mind.

By the way, while we’re on the subject of driving, if we’re so good at multitasking, why is talking on a cell phone so dangerous when we’re behind the wheel? It’s not because one of our hands is tied up, as we previously thought. Studies have found that even with hands free devices, we’re four times more likely to be in a car accident when talking on a cell phone. This risk is the same as driving while drunk. And it’s all about reaction time. One study found that if you put a 20 year old behind the wheel talking on a cell phone, their reaction time is the same as a 70 year old not talking on a cell phone.

Here’s the reason. It’s one thing to daydream. That happens in a part of our brain that can be instantaneously turned off, when required, to focus on more urgent matters. Day dreaming is like the brain idling. It doesn’t put too much of a cognitive load on the brain. But a conversation puts a much higher load on the brain. You have to focus your attention on what the other person is saying, and the minute we focus one sense on one stimulus, we lose much of our ability to monitor our environment with that sense.

But it’s more than just the act of listening. Carrying on a conversation requires us to process language, to translate what we’re hearing into concepts, and to take our concepts and translate them back into language. This is one of the most demanding tasks our brain has to do. While carrying on a conversation might not seem like much work, it’s moving our brain from slow idle to 5000 RPMs, firing on all cylinders. Which means there’s less capacity there to process emergency stimuli. In practical terms, we’re talking about a handful of milliseconds, as the brain switches tasks, but that difference can be several car lengths when slamming on the brakes. It’s the difference between a head on collision and a near miss.

Calling on the Phone: Much Worse than Being There

While talking about this with my partner, Bill Barnes, he asked an excellent question. Why does talking on a cell phone while driving seem to be more distracting than talking to someone sitting in the passenger seat? A little sleuthing found a study that seems to indicate this may not be the case. A study done in Spain seems to indicate that the cognitive load is the same. But I think there’s more to it than that. I haven’t been able to track down research proving my hypothesis yet, but I did find some interesting tidbits about our relationship with the phone, and how we’re conditioned to respond to it.

First of all, let’s talk about the “phone coma”. This is the state many of us go into when we’re talking on the phone. We become more oblivious to the outside world. The subconscious scanning of the environment that I was talking about in the Just Behave column seems to drop substantially. When you’re talking on the phone, you seem to gaze blindly into space. Think of the people with the Bluetooth headsets in airports, gazing out across the tarmac, lulled into a translike state by the conversation they’re engaged in. I think Bill’s right. I do think there’s a difference between our awareness when we’re talking on the phone versus talking in person.

You can Talk the Talk, But Can You Walk the Walk?

It even becomes more difficult to walk and talk on the phone at the same time. Again, take a few minutes to check this out the next time you go to the airport and see someone walking and talking on their headset. They’re fine as long as they’re going in a straight line and don’t have to look for directional cues, such as which gate they’re at. But the minute they have to think about where they’re going, they either stop and finish their conversation or ask the person on the phone to wait for a minute. We can’t navigate and talk at the same time. The cognitive load of both tasks is just too much. We have to pick one or the other.

Part of this has to do with how we convey information. Studies have found that in a face to face conversation, a surprisingly small amount of the meaning is derived from the actual words used. In fact, it’s less than 10%. The rest of the message is conveyed through body language and tone of voice. In the case of a phone conversation, at least one of these is missing completely, body language, and even tone of voice is less reliable, because the frequencies of the human voice have been processed and modulated in the transmission over the phone. We’re missing at least half of our communication “bandwidth” so we have to pay more attention to get the meaning.

The Difference between “Being” There and “Hearing” There

But even that wouldn’t completely explain the difference between an in person conversation in the car and talking on a cell phone. Here is where I think the difference comes, and again, it goes back to the difference between “being” there and “hearing” there. If you and I are sitting in the car and having a conversation, we’re both monitoring the same cues, because we’re in the same environment. If I’m in the passenger seat, I can immediately stop the conversation when I see your attention is needed elsewhere. Remember where language comes from. It’s an evolution of the grooming instinct, our need to relate to others of our species. Idle conversation between humans is the same to us as chimpanzees picking lice from each other’s heads. Chimpanzees won’t keep grooming if they’re being threatened by a lion. More important things are at hand. The same is true for humans. Idle chit chat stops immediately when there’s a risk of danger. And we pick up those cues in milliseconds.

But if you’re talking on the cell phone, the other person isn’t aware of your environmental cues. If a child runs in front of your car, the person on the other end of the phone just keeps talking. And you don’t have time to ask them to stop. You have a split second. So your brain is struggling, trying to process the conversation at the same time as your trying to get your brain to turn on the emergency response system. The person on the phone is “cueless”, so the distraction is far greater.

Our Pavlovian Response to Ring Tones

And this brings up another point. We have a conditioned response to phones. A phone ringing kicks in neural hardwiring and triggers a Pavlovian response. This explains a number of oddities about our relationship with the phone.

First of all, Robert Cialdini, in his book Influence, The Psychology of Persuasion, (a great book, by the way) talks about the fact that we can’t seem to ignore a phone ringing. The reason is association. We associate phone calls with news, either about something good or something bad. Either way, we need to know what it is. There is an unknown there that we’re programmed to need to solve. A phone ringing takes precedence in our mental queue. It goes to the front of the line by kicking in a number of subconscious neural triggers. Have you every tried to keep doing something while the phone is ringing? It’s almost impossible. Even if you manage to ignore the ringing (as when you forget to turn the cell phone off in a public event) the first thing you do is head out to the hall and check your voice mail. It’s not quite Pavlov’s dog’s salivating, but it’s pretty close. I’m not sure this understanding will help the next time you’re waiting at a counter for service and the person on is tied up on the phone, seemingly ignoring you, but give it a shot.

The persuasive nature of the phone gets even more insidious. Here’s an except from an article in the NY Times:

The ear gives unequal weights to certain frequencies, making it particularly sensitive to sounds in the range of 1,000 to 6,000 hertz, scientists say. Babies cry in this range, for example, and the familiar “brrring, brrring” ringtone hits this sweet spot, too. (Simple ringtones are more likely to produce phantom rings than popular music used as a ringtone.)

“Your brain is conditioned to respond to a phone ring just as it is to a baby crying,” Mr. Nokes said.

So, not only are we conditioned to respond. Phone manufacturers make it even more irrestible by tricking our brain into the same conditioned response we have when we hear our children crying. So, if we hear our cell phone ring in the car, the brain immediately starts anticipating something of import. The circuits that divert attention away from other activities kick into action, shifting it to the phone call. The physical act of answering the call is only one small part of it. It’s all the conditioned responses we have to the phone that are the real culprits in the increase of cell-related car accidents.

Everybody Hates a Telemarketer – even Jerry Seinfeld.

One last riff on the persuasive nature of the phone. One of my favorite moments on Seinfeld was when Jerry got a call from a telemarketer and responded:

““I’m sorry, I’m a little tied up now. Give me your home number and I’ll call you back later. Oh! You don’t like being called at home? Well, now you know how I feel.”

Why do we hate telemarketer’s so much? In fact, we so despise this form of marketing, we’ve actually legislated against it. Perhaps you’ve already guessed the answer, based on what I’ve already talked about. When the “Do Not Call” list was formed, the reasons put forward were, “a waste of our time”, “an invasion of our privacy” and “an interruption of family time”. While all valid, they’re not the real reasons. The same things could be said for almost any form of advertising, including TV ads, and we’re certainly not legislating them out of existence. In fact, the amount of time allowed for TV advertising in a typical half hour has increased dramatically over the last 2 decades. No, the reason we hate telemarketers has a much more human root: we feel duped by them.

Telemarketers take advantage of our conditioned responses. When we hear the phone ring, our brain kicks in to prepare us to pay attention, because we’ve been conditioned to expect it’s important. Then, we hear the subtle click of the telerouter and the scripted speech begins. Suddenly, realizing we’ve been tricked, we’re furious. Almost irrationally so. We treat telemarketers in a way we would never treat anyone else. I’m completely guilty of this. I’ll hang up on a telemarketer without a second thought, but I’ll put up with terrible service at a restaurant and usually not even mention it, even when asked. Why? Because we hate to be made fools of, and subconsciously, when we pick up the phone and hear a telemarketer, our brains are telling us that we’re a fool. Which makes us angry. Which causes us to lash out. Flight or fight has kicked in, and fight has won. Still considering a career as a telemarketer? It’s a toss of the dice with millions of years of evolution, and you’ll come up snake eyes every time.

Oh..and Happy New Year!