Book Review: The World is Open by Bonk

The World Is Open: How Web Technology Is Revolutionizing EducationThe World Is Open: How Web Technology Is Revolutionizing Education by Curtis J. Bonk

My rating: 2 of 5 stars

Overall I don’t really care for this book. Not that I disagree with the basic premise of the book which is that the developing WWW is offering all sorts of new ways for learners all over the world to access learning of virtually any content, anywhere, any time. There is no doubt that this is true and I believe in and use many of the specific tools that are discussed. For me personally, I don’t care much for the breathless story-telling model of discussing how new technologies are impacting us. The stories get old quickly, and there is not really any usable and structured information that can be leveraged to actually exploit all of this new technology in a meaningful way for my own pursuit of unifying and simplifying the learning process.

The book also over-emphasizes the impact of having open information available on the internet. We have had open information for virtually anyone for years via books in the library. That doesn’t mean that everyone can become an expert on every topic by reading the books in the library. The MIT project with all of the coursework available to anyone in the world who wants to look at it doesn’t generate a world full of people with the knowledge of MIT graduates. Unfortunately, learning just doesn’t work that way. If only it were so easy! What we really need to focus on is the development of the technology such that it can supplement or if possibly replace traditional methods of teaching and learning, which have been developed and improved for many many years. Everyone is excited about using technology in this way, but much of the technology that is discussed in this book has actually been available for a number of years now and the impact doesn’t seem to be all that great. Once again we are confronted with the idea that incorporating technology/multimedia into learning may not directly cause an impact in the effectiveness of that learning, a concept that has been researched and published upon extensively.

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Book Review: APA Publication Manual 6th Edition

Publication Manual of the American Psychological AssociationPublication Manual of the American Psychological Association by American Psychological Association

My rating: 3 of 5 stars

This book certainly must rank as one of the most “ironic” publications in recent history. The whole point of this book is to provide clear instructions on how to format a scholarly paper that is produced for a college-level class. Good intentions were in place to update and reorganize the material in the previous edition, but apparently they forgot rule number one: be sure to proofread and double-check your work! The result is an infamously error-ridden guide on how not to commit errors. Nonetheless it functions well enough to act as a lookup-reference for details on formatting a paper, citing references, and constructing the reference list properly. If you have acquired the “sixth edition,first printing” then you should visit th APA website and download the corrections. If you have the second printing or later then the corrections should be already applied.

There is also much supplemental information that was not put into the book for whatever reason, visit www.apa.org to access this information and well as to see the latest updates.

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Book Review: Trends and Issues in Instructional Design and Technology by Reiser & Dempsey

Trends and Issues in Instructional Design and TechnologyTrends and Issues in Instructional Design and Technology by Robert Reiser

My rating: 5 of 5 stars

With the 3rd edition for 2012 this text continues the tradition of providing a cross-section view of the various aspects of instructional design and technology (IDT). The very first concept in the introduction discusses the question “what exactly is IDT?”, a question those in the field are continually asked. The approach to answer this question is to discuss various aspects of IDT using different authors who are experts in their own specialized areas within IDT. The opening sections on the definition and the history of IDT are of of particular value to both people in the field and laypersons. The remaining sections cover various aspects of IDT in detail, including how it fits in and impacts areas such as business, health care, education and the military. The third edition includes new information about important topics such as international multiculturalism, diversity and accessibility, and ethics. There is also a new discussion about the ever-increasing role of the design aspect of IDT. This remains an up-to-date and worthwhile reference to keep and continue to refer to even after you may have “had to read it” for an IDT course.

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Book Review: Multimedia for Learning: Methods and Development by Alessi & Trollip

Multimedia for Learning: Methods and Development (3rd Edition)Multimedia for Learning: Methods and Development by Stephen M. Alessi

My rating: 5 of 5 stars

This is an excellent overview of the topic and can be the primary go-to reference for developing instructional design projects. At the time of this writing (2011) this text has been criticized for being outdated. The 3rd edition was written in 2001 just as the Internet was starting to explode. The authors added chapters to discuss the Internet and it is true that this information is out of date, something that is impossible to avoid given ten years within the rapidly-evolving environment of the world wide web. Also missing are any discussions of mobile technology including tablets which are based on touchscreen interaction. Nonetheless the majority of the material in the book still holds strong, because the fundamental principles, planning and tactics required to produce an excellent learning project remain the same and are independent of the technical delivery platform that is used. Even though at first glance the chapters discussing the specifics of laying out an interactive screen seem overly simplistic, if you refer back to those repeatedly as you actually develop new projects you will appreciate how the fundamentals can be built upon to produce a great end result. In our instructional design classes we do extensive reviews of many different projects that use the latest design technology, but sadly many so-called educational programs suffer major issues with user interaction that reduce their effectiveness. Any instructional designer that uses this text as the foundation for building their project will be much more likely to produce a more effective result.

There is a good overview of learning principles (behaviorism, cognitivism, constructivism). If you are studying instructional design you will cover these topics in more detail in other texts. The three main sources of valuable information are screen design/menu navigation, types of projects (drill, tutorials, simulations, games, etc.) and the planning and production process. The authors have said in private communications that there are no plans to put out a new edition. Nonetheless this remains a top choice as a go-to practical reference for developing interactive learning content, and it is suitable for both anyone pursing a degree in instructional design or anyone who wants to learn more about the process.

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Hey I’m blogging about blogging again – comments are now disabled due to excess spam

On a bit of a painful note I am writing another blog post in my blog about blogging. This is to confirm that I have disabled all comments in my blog posts, due to spam.

My blogs are primarily intended for a limited audience that consists of family, friends, coworkers and students. It is a convenient place to put information that I can refer people to for quick access to answer the questions about different things that I am frequently asked about. If there others of you out there who are reading, I hope you can find some usefulness here as well. I also always like to hear other people’s ideas, and I really like the idea of having an interchange of discussion at the end of a blog post to further stretch the benefits of our knowledge. So thank you to those of you that did make some good posts as replies to my posts. Unfortunately, these good posts are drowned in a barrage of spam posts that I have to moderate. The ratio of spam to the “good stuff” is easily 10:1. It is just too tedious to deal with the boring and useless posts from people pushing their advertising, or their agenda , or whatever it is. I know there are various tools you can install into the WordPress software that cut back on the spam, in fact I have one of those installed now and it obviously doesn’t work that great. It is not worth the time to keep trying to layer on more tools to deal with the spam.

If you know me you know how to contact me anyway, and  as always send me an email if there is something you want to discuss further. Heck, even if you don’t know me, it isn’t that hard anyway. This blog has a link to my website and my email address is on there. If you can take my name and put it together (same as my website URL) and tack on gmail.com then you’ve got it!

Why don’t I just write out my email address here? Well, that is just an invitation for even more spam. I’m trying to cut back.

 

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“Wi-Fi Ready” does NOT really mean it is ready to run wireless Wi-Fi

I have seen it happen so many times that I will just write a quick summary here so I don’t have to keep explaining it.

If you are shopping for a Blu-Ray player or other consumer device, you must know that if you purchase a model that is labeled as “Wi-Fi Ready” this does NOT mean that you can bring it home and connect it to your wireless network out of the box. If you want to connect it to your wireless network you must purchase a separate adapter. This adapter is different for each brand, and it will cost you an additional $60 or so. THEN you can connect it to your wireless Wi-Fi.

I am not making this up.

This is actually the way it works. Really.

I can’t tell you how many people have looked me in the eye and said “Why does it say that it is ready for Wi-Fi, if it is not? How can they say that????”.

Hey, beats me. I don’t make and sell this stuff. Is it unnecessarily confusing and misleading? I don’t know. You tell me. All I know is that I have observed many suffering souls go through this, and rarely are they happy. I have explained it to many, and some even refuse to believe it is true. You can certainly confirm this easily enough elsewhere with a quick Google search.

Here is the situation:

“Wi-Fi Ready” means that it is CAPABLE of connecting to your wireless network, BUT you must purchase an extra adapter to make it work.

“Wi-Fi Built-in” means that it is equipped with everything you need to connect to your wireless network. You won’t need to buy an adapter.

Why, why, why you ask? I suppose it is a market positioning thing. In theory, some people might not need the wireless at all, therefore they can spend less money and get the “Wi-Fi Ready” model. For example, I rarely use wireless for things like Blu-Ray players. I have a hard-wired network and I prefer to plug everything in by wire rather than using wireless. But the fact is, MOST consumers nowadays don’t have their home wired for networking, but do have a wireless router set up. In this case, one way or the other, you need a device that has the ability to connect to your wireless network.

Most of the time for items such as Blu-Ray players there will be a tier of models. There will be a “Wi-Fi Ready” model and it will be less money than the “Wi-Fi Built-In” model. If  you purchase the “Wi-Fi Ready” version and you want to connect it to your wireless network. YOU MUST GO AND GET THE EXTRA OPTIONAL WI-FI ADAPTER WHICH COSTS $60 TO MAKE IT WORK. The ironic thing is that the price difference between the “Wi-Fi Ready” version and the “Built-in Wi-Fi” version is usually much less than $60!

So the simple solution is this: Make sure you buy a device that is labeled as having “Built-In Wi-Fi” if you have a wireless network and avoid everything labeled as “Wi-Fi Ready”.

Whether the consumer electronics industry has their own explanation based on logic as to why it is done this way or not, I believe it is unnecessarily confusing and misleading. Why must such a simple thing be so obtuse? They should change the label to say:

“Wi-Fi Ready – requires the purchase of optional adapter”

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Using the iPad in the Workplace Part 5: Final Conclusions

The primary goal at the beginning of this project was to determine if the iPad tablet has a viable place in the workplace environment. Based upon everything that can be done on the iPad, the basic answer is yes, it has good potential to be a useful tool. However, whether a company wants to invest in purchasing iPads for employees is far from a clear-cut answer. There are a number of factors to consider before making that decision.

The iPad is excellent at what it does, but it is not a suitable complete replacement for a full computer

It should be obvious that the iPad does some things very well, the popularity and resultant sales of the device back this up more than anything. The iPad allows users to do the things they have always been doing but it improved and more convenient ways.

  • The form factor is very convenient. It is portable, lightweight and handy to carry and use. It has a decent-sized display for a mobile device.
  • It is basically instant-on all the time. No annoying waiting for the Windows OS to start up.
  • The battery life is much longer than a laptop computer.
  • The touch screen interface offers an excellent user experience for common tasks such as web surfing, email, viewing media, and playing games.

The iPad has some inherent limitations for use in the workplace

As we discovered in testing, the iPad also has inherent shortcomings that limit its usefulness in the workplace.

  • The lack of a physical keyboard becomes a pain if you need to do a lot of content creation.
  • The lack of an internal file storage system makes getting information stored and organized difficult.
  • It is not compatible with many business applications that must be used by employees.

The iPad will rarely be able to replace a laptop or desktop; its best potential is as a supplemental device

The bottom line is that the iPad will be a supplemental piece of technology for most users; something they buy to use in addition to their “regular” computer whether that is a laptop or a desktop. Sure, there will be some casual computer users that will be able to use the iPad as their sole computing device, but this won’t happen in  most cases in the work environment. So if a company does want to take advantage of the plusses that the iPad offers, they will need to invest in additional technology purchases and the corresponding support. This investment will not be trivial and if there are a lot of employees it can add up to a substantial spending requirement.

Consider some typical employee scenarios such as we use within our workplace. Each employee already as at least one computer and sometimes two along with a smart phone for a mobile device.

Tech Devices at Work

Tech Devices at Work

If you add a tablet to each employee, you will need to budget for the additional capital expenditure PLUS the support that will be required. This will be somewhere in the area of $1,000 per employee. You will also have to deal with all of the usual things that go along with such investments, such as how to handle broken or lost devices. It would be nice to be able to access the internet anywhere and anytime, but the only way to do that would be to purchase tablets with 3G, which requires an additional monthly expenditure of ~$30 for each user, a somewhat unappealing ongoing expenditure that goes on top of the fees already being paid for the ubiquitous smart phones. Such expenditures may not be considered to be huge hurdles for some companies, for other companies these costs may represent an insurmountable obstacle.

And there is an additional final consideration to take into account. Given that the primary thing about iPads and other tablets that makes them so popular is their excellent capabilities for use as personal/social/gaming devices, there is the risk that the company is just supplying a “toy for free” if they purchase such technology for their employees. If the employee uses it 90% of the time for personal use and 10% of the time for real work, the justification of the expenditure will spiral downward.

Since technology is progressing at an ever-accelerated pace in both hardware and software, all of these experiences and conclusions may change due to improvements in the tablets and changes in the way people interact with technology. But for now, while there are definite good potential uses for iPads within the workplace, bringing such technology in as a universal tool for all employees remains a risky proposition.


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Using the iPad in the workplace environment Part 4:The iPad as a Presentation Tool

For the final phase of testing I will review the practicality of the iPad as a tool for presenting product and company information. This has potential for dual purposes: Presenting information to customers as a sales tool, and presenting information to employees (sales reps and others) as a training tool.

The basic ways to present product information are by showing documents or media files, such as:

  • PDF files
  • PPT presentations
  • JPG pictures (or other image file types)
  • Videos

The iPad can handle showing any of these types of files, presuming that you have a way to get the files onto the iPad. As discussed in Part 3 of this series, one fairly easy way to do this is with a Box.net account. Using that system, it is possible to upload the files to the Box cloud from another computer, and then access them from the iPad. You can organize your Box files using folders so that your various content will be easy to find and access.

iPad Box Folders

iPad Box Folders

You can view any of these types of files directly in the Box app. Here is how they work out:

  • PDF files (brochures, flyers, etc). A. These can be opened directly in Box and they display just as they should. Brochures and flyers look great on the iPad display.
iPad Box PDF View

iPad Box PDF View

  • PPT Presentations. B-. The PowerPoints don’t work particularly well when viewed from the Box app. They can only be viewed in portrait orientation, and you go through them by scrolling with your finger. Using the Office2HD app for viewing the PPT files works out much better. From that app you can access your PPT files, and once you open one you can view it full screen in landscape mode via the play function. A tap on the screen advances the slide, or you can swipe left or right to go back and forward. If the PPT files are large in size, (such as 5 MB) it takes a while to get one opened, 30 seconds or more. During my testing this was not a stable situation, sometimes Office2HD would lock up when loading a PPT, requiring a restart. It probably is a good idea to work with smaller PPT files. Also, the formatting does not always carry over cleanly. Most of the slides look OK, but some have weird formatting problems that are not present in when viewed on a PC (see example below). If there is any interactive programmed in the PPT, such as buttons that jump to certain slides, these do not function (more on this later). All in all, showing PPT files is workable, but it could use a lot of improvement.
Box PPT View in Portrait. Pretty much worthless.

Box PPT View in Portrait. Pretty much worthless.

Box PPT View in Landscape. Pretty much more useless.

Box PPT View in Landscape. Pretty much more useless.

Office2HD PPT View. Acceptable, but has odd formatting.

Office2HD PPT View. Acceptable, but has odd formatting.

  • Videos.  A. Selecting a video, getting it going, and then watching it full screen in landscape mode all work well directly from the Box app.
Box Video Player. It is good.

Box Video Player. It is good.

Box video playing fullscreen. It is good.

Box video playing fullscreen. It is good.

  • Pictures.  D.. Viewing pictures is a mess from within Box. They display strangely, always in the upper corner, you cannot center them. Some pictures flow past the edge of the display and there is no easy way to view them full screen. Overall it is pretty much a mess. So, we will have to try another system.

If showing a lot of product pictures is a goal (which is something we do), then Box.net is not a good solution. A better tool would be the Photos app that is built into the iPad. It turns out this is a nice tool for viewing pictures, but once again we will need to sort out how to get those pictures onto the iPad.  For now, the easiest way I have been able to do it is by syncing with iTunes. This solution works OK, but is not too desirable because it adds so many steps to the whole process. But at least once it is done you have a decent solution for viewing pictures. We are already stuck with having to connect the iPad to a computer running iTunes anyway, although with the latest OS5 update in theory it could be possible to use an iPad with no computer.

In order to get any significant number of pictures into the iPad in a way that they can be reasonably accessed, they need to be organized into a folder on the source computer. To help organize the pictures, they can be stored in subfolders. The subfolders will sync to the iPad as Albums which will organize the pictures into groups. Once the pictures folder is organized on the source computer, the iPad is connected, iTunes is launched, and then it is a fairly simple matter to sync you designated folder.

Once you have synced the photos to the iPad, you can use the Photos app to view them, which works much nicer than the Box app. You can look at Albums to keep things organized, and view the pictures neatly in the viewer. You can also view a slideshow of an album if desired. So for viewing photos this way, we move up to an A.

  Picture albums within the iPad Photos app.

Picture albums within the iPad Photos app.

Pictures to choose from within an album.

Pictures to choose from within an album.

Full view of a picture from the Photos app.

Full view of a picture from the Photos app.

Since we now are connecting the iPad to a computer and syncing with iTunes, we might as well load videos that way as well. If you do this, you won’t have to consume your Box.net account space with video files. Syncing the video files to the iPad is simple and works similarly to syncing the photos. The videos are stored in a folder and then that folder is synced to the iPad, and you are done. (Note: All videos I am testing with are Apple-compatible MP4 files so they play with no problem on the iPad. It is outside of our scope here to launch into an analysis of all of the different kinds of video files that can be used, that is a long discussion for another time).

Viewing the videos works simply enough in the iPad Videos app. You can view them full screen and everything looks nice. But once again you bump into an inherent limitation of the device, which in this case seems odd given that one of its intended strong points is as a media consumption device. There is no way to organize your video files into some sort of groups, which is always handy once you start to get a big collection. Having things broken up into categories of some kind helps to make it easier to find the one item you need at the moment.  With the Videos app, your videos are just dumped into one location and that’s all you get. It would be great to be able to create some folders, or to organize them into categories in some way, but no such luck at least for now on the iPad. So while the iPad is a nice tool for viewing videos, the file management aspect limitations knock it down to about a B- in my opinion.

Menu of videos as seen in the iPad Videos app.

Menu of videos as seen in the iPad Videos app.

Using the iPad to show information to audiences

All of the options described so far are suitable for showing product information to one person or a small group of people using the iPad. Sometimes we have the requirement to show information to a larger group of people. This is also possible but will require the purchase of extra accessories that don’t come with the iPad.

There are two basic ways to go for this requirement: You can connect the iPad to a projector or to an HDTV. One way to do this is with the Apple Digital AV Adaptor, part number MC953ZM/A. This is commonly available from Apple or other merchants for around $39.00 US.

The Apple Digital AV Adapter

The Apple Digital AV Adapter

This accessory is connected to the iPad connector port and the other end is connected to an HDMI cable. I have tested this with a typical 1080p HDTV and it does indeed work well. Note that apparently there are differences in the way this adapter works between an iPad 1 and an iPad 2. With the iPad 2 it is possible to run in “mirrored” mode where everything that is on the iPad screen shows up on the TV. Note that some things look a bit strange due to the difference in the aspect ratios, HDTVs being  16:9 (or 1.77) while the iPad is 4:3 (or 1.33). For example when viewing a portrait PDF file, it will sit in the middle of the HDTV screen with a lot of blank space on either side. But pictures and video work very well through this adaptor. Video is played directly on the HDTV fullscreen and if there is sound it is passed through the HDMI cable to the TV.

Presumably this adaptor would work equally well with a project that has an HDMI connector, although I have not tested this yet. Unfortunately if you need to connect to a projector that is lacking an HDMI input, you will need to purchase yet another adapter which is the Apple VGA Adapter for about $29.00.  I have not tested this adapter yet.

What about interactive multimedia content?

We have established that the iPad has decent potential for presenting company and product information in the form of documents, pictures, and videos.  It is good to be able to show these sorts of files, but it has limitations as well. This is a haphazard collection or information that can only be semi-organized to make browsing the information easier if there is a lot of it. For presenting product information it would be better to have an interactive application that would have some sort of front-end interface with buttons or links that the user can use to select various options, narrow down choices, and so forth. The ideal way to accomplish this would be to create an iPad app custom-made for this purpose. There are all sorts of iPad apps that are available that serve this purpose. There is one major drawback to this approach however: you must have the programming resources to create and publish an iPad app. It is not a simple undertaking for a company without internal programming capability, and I have read that the total cost to create one simple iPad app can approach $25,000. For companies with limited budgets this is not a viable option.

One decent way to produce interactive content with a much lower investment in tools and time is using Flash. Unfortunately Flash is completely locked out of the iPad at this time so this is not an option.

Another possible way is via the latest web design standards such as HTML5, CSS3, jQuery and others. In fact, one good way to display interactive content on an iPad is simply via web pages from the internet opened in the Safari browser. As long as the web pages have been properly constructed they will display well on the iPad, and you will have a way to provide interactive content with links to various pages, pictures, etc. However this method also has a major drawback – it requires a connection to the internet either via wireless or 3g. If you are in the situation that we are typically in within our work environment, it will be fairly common to be at a location where wireless internet access is not available (this is due to visiting companies with locked-down network infrastructure).  So the best way to exploit HTML5 and related technology would be to store the web pages locally. Once again we run into a constraint as there is no particularly easy way to do this. It is possible to save a web page as an archive file, put it in Box.net, and then view it offline. But there is still limited functionality as far as interactive linking between pages. This area is newly developing and needs more investigation as new tools are coming online.

Push versus Pull Product Presentation via the iPad

When we discuss the idea of a company employee bringing an iPad to a customer to show them product information, regardless of which of the above methods is used, we are talking about a “Push” presentation. In other words, we have garnered an audience with the customer and we will use that moment in time to show our information. This is great and it is something we do all of the time. But the other way that a customer could get our information is via “Pull”. In this case, the customer will look at the information on their own, assuming it is available to them and they have some interest. This has the advantage that the customer can look at our product information at any time without us needing to be there. Of course, any time a customer goes on the internet on their own and finds our company web pages and reads the product information that is there, this is a Pull kind of interaction. This sort of Pull marketing is a trend for the future and the new crop of mobile devices such as the iPad are contributing greatly to that process. A major strength of the iPad is easy-to-use, portable, and convenient web-surfing. Besides being a tool we could use to present information to our customers, the iPad becomes another way that a customer could access our information on their own. It would be ideal to offer them an iPad app that would do that, but we can still take advantage of this interaction by making sure that our web pages are properly designed to display well on an iPad in addition to other computing devices. In this case we can hopefully assume that customers will be using the iPad while connected to the internet, so our content will be available to them.

Conclusions

The iPad does have good potential for use as a presentation tool to show customers product and company information. With a little bit of planning it is possible to share documents, presentations, images and videos. It can be used for small groups or large groups of people with the right tools.

When compared to the tool we have typically used for this purpose, the laptop computer, the iPad:

Advantages: Instant-on, easy to hand around form factor makes the sharing process much smoother with less awkward fumbling around. Also it is unlikely that we would even have to worry about battery power assuming we start with a good charge, something that is often an issue with laptops resulting in more fumbling for cords, outlets, etc.

Disadvantages: We are still a bit hamstrung by the lack of a cohesive file system which can be used to organize information. The lockout of Flash makes some things more difficult.


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Using the iPad in the workplace environment Part 3: Office Applications and File Management

Office applications are fairly commonly used in the business world. The exact programs and files that are used are going to be different for different companies but there is some common ground. Here we frequently use the common three Office programs in our work: Word, Excel, and PowerPoint. We also exchange and also create a lot of PDF files. So the question is, how are these handled on the iPad? Once again, the situation is going to be different depending on the task at hand. You can break down the usage of these files into 2 major categories:

  • Viewing. This refers to the need to simply open a file and look at it to review the information inside.
  • Editing/Creating. This is opening a file that has been previously created by you or someone else and editing it in some way, or creating a new file from scratch.

Viewing Office Documents

Let’s take the easiest case first: VIEWING Office documents. The first question is: How do the files get to the iPad in the first place? As discussed in Part 1 of this series, you don’t have a “file system” on the iPad. You can’t for example connect it to another PC and then “copy over” a bunch of files. You can’t stick in a memory card to access or copy files from; there is no memory card slot. And you don’t have a single app where you can browse the memory of the iPad to find Office files.  You have to work within the iPad concept to move these files in and out. There are a few ways to do it.

One simple and common occurrence is to receive a file via email. If you are using the iPad Mail app then viewing documents will be easy, as this app has the built-in ability to open and view Word, Excel, Powerpoint and PDF files, along with a variety of other file types. You just touch the attachment icon and the file will open in full screen.  The formatting does not always come out perfect for some of these, but it is useful enough. If you receive the email via the Safari web browser by logging into your email account, you have a similar capability to view the files directly in the browser. So there is no problem opening and viewing Office document, although you cannot do any editing from this viewer.

iPad Email with Word Doc Attachment

 

Word doc as seen in the iPad viewer

Word doc as seen in the iPad viewer

So things are easy enough as far as viewing these files, but what about storing them on the iPad so you can access them later? Yes you can just leave the email sitting in the iPad to access later, but that can become disorganized over time. What if you have a bunch of them that you would like to store, preferably in some organized manner with named folders? This is where things start to get a bit messy since the iPad has no internal file storage system. But there are ways to deal with it that work reasonably well.

Internet-Based File Storage

A common way to manage files on the iPad is via an internet based file storage application such as Dropbox, Box, or any of the other similar services that have popped up. For this test I have set up a Box account at www.box.net. This is a service that provides sharing of business documents online. You can share files for yourself among multiple devices such as your desktop computer, your iPad, and others, and you can also share files with other people if you wish. The service can be used for free with some limitations on capability and storage space. With a free account you get 5 GB of storage which is similar to the other services, but a recent bonus is that by upgrading your iPad OS5 you will get bumped up to 50 GB of free storage at Box.net, which is a pretty nice deal. Once you exceed your allotment of free space you will need to pay for more space, this is how these companies make their money. But 50 GB is a pretty solid amount of space to work with.

Once you have set up an account at Box, you have a browser interface where you can create folders and upload files from your computer using drag and drop from a file explorer, so you can create an organized set of files on the service.  Then you can install the Box app onto your iPad, log in, and all the files will be there in the app (assuming you are connected to the internet). This type of service has an additional benefit that is critical for our own business operations: you can determine which files you want to download locally into the iPad memory. This is important because we often will need access to certain files in a location where there is no wireless internet access available, for example, in a business that has a locked-down IT structure, or in an airport or other location where we prefer not to pay extra money for accessing the internet. Having the files stored locally is a big advantage for these situations, and setting it within Box is a simple checkbox to click.

So with a free Box.net installation, the file storage issue is addressed in a fairly convenient way. You can keep files “in the cloud” up in the Box servers, or decide to download some or all of them into the iPad memory for access anytime without an internet connection. If you tap any of the documents, they open in a similar file viewer that you see when looking at email attachments.

Box.net file system on the iPad

Box.net file system on the iPad

It should also be possible to share files among multiple users which is also a big requirement for many business applications. Currently we do extensive file sharing of marketing files via Microsoft Groove, or as it is now called Sharepoint Workspace. Groove is a sort of hybrid peer-to-peer file sharing setup that allows files to be shared securely among multiple users.  It is a brilliantly executed application due to its reliability, simplicity, and ability to manage hundreds or even thousands of files, keeping them synchronized among dozens of users, and all with minimal effort on the part of the users AND without the need for any server hardware. Unfortunately Groove does not operate in the tablet environment, so at least in our case this forces us to consider alternatives such as Box.net.  While Box.net has the basic functionality that is needed, this is not an ideal situation as now we are faced with having to manage file sharing on multiple applications. This is never ideal for the business IT environment, we want to keep things as simple as possible to keep everyone working at full speed and to minimize support costs.

We have established that we can view Office files and store them for access on the iPad. Now how about editing or creating Office documents? There are a number of apps that are available for that purpose.  These include Quickoffice, Smart Office, Documents 2 Go, iWork , Office2 HD and others. It is fairly easy to search the internet and find reviews on the utility of these apps. Fortunately none of these are too expensive, in the range of $10-30, so you could even try different ones to find out what works best for you. After reading some reviews, I decided to just pick one and try it out, so here I will discuss the Office2 HD app. With this app you get the capability to work with Documents, Spreadsheets or Presentations. You can create new files or open and edit  existing ones. It connects to your file app in order to access files. For example, if you are using Box as I described above, then there is a Box icon in the Office 2 HD file browser where you can access those files for opening or saving. It all works simply enough. But once you start to work on your Office apps, things start to fall apart quickly and the weaknesses of the iPad become painfully apparent.

Yes, you can edit a Word document or create a new one, and access a basic set of formatting functions. As long as you can work within the confines of the virtual keyboard it works OK. It would work OK for basic work with Word docs.   Once you move to spreadsheets the lack of a keyboard and mouse makes any sort of halfway serious work impractical. On top of this, the iPad can only open one thing at a time, which is very limiting. For example, a common task we would perform would be to create a quotation for a customer. This is done by copying some cells from one spreadsheet  into another spreadsheet. You can’t have two spreadsheets open at the same time, so you have to copy some cells, close that spreadsheet, open the new one, and paste them, then repeat this process over and over until it is done. On top of that, selecting cells to copy using the touch interface can only be described as annoyingly tedious. The bottom line: Such a process isn’t even remotely practical at all.

If you only need to do some basic work with some Word documents, the iPad will get you buy. But if you want to do anything halfway serious at all using spreadsheets, I think you would run out or patience quickly. Adding on top of this weakness is the fact that if you need to run any mission-critical Windows applications, such as a CRM or any other software package, the iPad is most likely not going to be an option at all.

Conclusions

If you want to use the iPad only for viewing Office documents and other files such as PDFs, it will work with no problem. Once you can get a file system set up such as Dropbox or Box you will be able to access your files that you upload there, and even download them into the iPad memory for offline access.

If you want to do some minor editing work in a Word document, the iPad will get you by. But if you need to do any serious business work with documents and spreadsheets the lack of multitasking capability and the lack of a keyboard and mouse will grind you to a halt quickly. Therefore if you have that requirement, it does not seem practical to replace a laptop with the iPad if you are traveling.  This combined with the lack of ability to run any critical business Windows applications you may have, means that you will need the laptop to do any real work, which of course means that you need to leave the iPad behind, or face the alternative of carrying two devices which is always undesirable for business travel where traveling light is most practical.

While the iPad excelled for business use as far as email (see Part 2 of this series), when it comes to working with Office files, unfortunately it is barely usable at all.

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Using the iPad in the workplace environment Part 2: Email

Part 2: Email

Email is a critical tool in the workplace. Like virtually any connected device, the iPad certainly can handle email out of the box. However there are some differences between the casual user and the business user when managing email that should to be taken into consideration to determine if the iPad functions well in this regard. There are two aspects to consider: 1) The type of email account and 2) How email is managed by the user

For the first part we should consider what type of email account is being used. There are several possible variations of how business email is handled, depending on the internal systems implemented at each company. Email can be run completely in the cloud, such as with a Google Gmail system, or it can be server-based such as a Microsoft Exchange system or another hosted server system.

For the second part we consider how email is managed by the user and what role the iPad would play. There are two basic methods that people use to manage their email:

  1. Keep all emails and attempt to organize them within the email software via folders or tagging.
  2. Attempt to deal with emails as quickly as possible and then delete each email as soon as it has been taken care of. This is the “zero inbox” approach.

In addition we should consider the role that the iPad plays for any person’s email management. Will it be the primary tool for managing email? Or, as a portable device, will it be a secondary tool that supplements another computer? This question is less relevant to any email system that is cloud-based since the messages will reside in the cloud one way or the other. But for any server-based email system the decision becomes critical because it is necessary to configure the settings so that emails don’t get scattered in multiple locations and become lost.

Since I am managing multiple email accounts at several different companies that use different types of services, along with several personal email accounts, I can test the various possibilities and see how the iPad fares. Personally, I prefer the zero inbox approach to managing email. I want to process each message as it arrives in the most efficient and quickest way possible. If the message does not need further action after being read, I want to delete it so it is not in my inbox ever again (the same for spam that sneaks through the filters of course). If I perform a task associated with that email and therefore no action is needed,  again I will delete it from the inbox. If the email needs to be saved for future reference, I will save it in the proper location where it can be found later, and then delete it. Again, my primary goal is that if I only need to look at an email once and then delete it, I want it to be completely gone so that I don’t have to waste time looking at it again.

The iPad comes with a built-in Mail application. This app is configured in the Settings app. There you can add your email account by entering in the appropriate configuration settings, selecting the type of email system you are using from a menu as shown below. Once that is successfully done you now have a “push” email client in operation, in other words you don’t have to check your email, it will automatically come in for you, and you can read, reply and do other operations. This sort of push email application is easier to work with then a “pull” method, such as signing  into a browser and entering your user name and password to access the inbox.

iPad Email Settings

iPad Email Settings

Hotmail

 

Handling Hotmail is much improved with the OS 5 update as there is now direct support for Hotmail from the Add Account menu. Prior to OS 5 it was necessary to configure Hotmail as “Other” and enter the Pop3 and SMTP settings manually. Even better, the Hotmail client in the iPad Mail app works just as it should. If messages are deleted there they are also deleted on the Hotmail server, so if you check it from somewhere else everything will be synchronized. You can also synchronize any custom folders you have made on your Hotmail server account.  The iPad Mail app is thus ideal for managing Hotmail on a “push” basis. As shown below, all you need is your email address and password to get Hotmail set up.

iPad Email Setup - Hotmail

iPad Email Setup - Hotmail

Gmail (Including Google Apps for Business)

 

The Gmail setup is very similar to Hotmail. After your email address and password are entered in this settings window you will have access to your Gmail through the iPad Mail app. This push app also functions as it should: Deleted emails are synchronized between the Mail app and the Gmail server, allowing you to use the iPad to keep up with your emails while keeping everything coordinated.

 

I have also checked this with a corporate Gmail account on Google Apps for Business and everything behaves as it should.

iPad Email Setup - Gmail

iPad Email Setup - Gmail

POP3 Email

This is an email system that is hosted on a server somewhere.  The emails are typically accessed from a desktop from an email software package, usually Microsoft Outlook. An account is configured in Outlook to set up the POP3 server (incoming mail) and SMTP server (outgoing mail). Similarly, a POP/SMTP  email account can be configured on the iPad.  When setting up this type of system, one of the key parameters is “Leave a Copy of Messages on Server”.  This setting determines whether messages are deleted from the server once you Receive them into Outlook. If you use only one computer then it makes sense to delete the messages from the server, as this will prevent the server from filling up with messages as time goes by. If you are checking mail from more than one computer, for example if you check mail from a laptop while traveling, then typically you select this setting and leave the messages on the server so that when you return to your primary computer you will be able to retrieve messages that came in while you were traveling. If you don’t do it this way, you will end up with messages scattered among multiple computers and it can become an organizational mess.

In addition to this, if you are using a secondary computer while traveling, it is also ideal that if you do decide to delete a message (because it is garbage, or not needed, or whatever reason) then it should be deleted from the server. This way, when you get back to your primary computer and download the email that came in while you were gone, you won’t have to deal with emails that you deleted from your laptop.

The iPad also functions just as expected for the POP/SMTP email system. When setting up the account there is an Advanced setting where you can decide if you Never want to delete emails from the server, or if you want them deleted when you delete them from the inbox (which is my choice). This means that the iPad Mail app operates perfectly for managing a POP/SMTP account as a secondary device. If you wanted to use the iPad as your primary and sole device for email with this type of account, it could be done, but you would need to decide how to handle any email content that you wanted to transfer out of the email system, an area where the iPad becomes more limited.

Microsoft Exchange Email

The final configuration is a Microsoft Exchange email account. There is a button to set up an Exchange email account in the settings. As long as you can get  the correct server and domain settings to go along with your email address and password, it should work. These will be supplied from whoever is managing the Exchange system. The iPad Mail app functionality for the Exchange email service works the same way as the POP/SMTP system. When it downloads the emails, it leaves the messages on the server so you will be able to access them from your primary computer later. If a message is deleted from the inbox it will then be deleted from the Exchange server so you won’t see it when you do a Receive from another computer. This means that once again the iPad works perfectly as expected for managing email.

Web Access for Emails

In addition to using the iPad Mail app for all these type of email accounts, it is also easy to access any of them from the Safari browser if you prefer that alternative. This is a “pull” method rather than “push”, which means you need to make the effort to launch the browser and log in to get your email within a web page. It is not as convenient as the “push” method like the Mail app, but some may prefer to get their email in that fashion. This can be done just as it would be on any other platform using a browser:

  • Hotmail. If you enter www.hotmail.com you will be taken to a mobile login screen for Windows Live. From there you can sign in and manage your Hotmail from the browser. Bonus: The mobile version of Hotmail on the iPad is ad-free unlike the free desktop version, so you get a nice clean interface.
  •  Gmail. Similar to Hotmail you will enter your email address and password into a Gmail web page that then works the same as Gmail does from any browser.
  • POP/SMTP. You can log in via whatever browser-based system is provided by your host. Or as an alternative, www.mail2web.com always works well for this type of email system.
  • Exchange. Your Exchange provider or admin should provide you with a web address for a web access version of Outlook where you can manage your email from the browser.

Conclusions

When it comes to managing business email, the iPad is a clear winner. The most common use in the work environment is likely to be as a secondary mobile device to be used when traveling or anytime you are away from your primary computer, although if desired it is feasible that it could be used as the primary tool for managing email. The convenient “push” capability of the Mail app combined with compatibility for all major work-based email systems (that I tested) combined with the portability and instant-on makes the iPad a great tool for managing email. Of course access to a wireless internet connection is required if you have the wireless-only version (which I currently have). If you have a 3G-capable version then you would be able to manage email anywhere cellular access is available, but with the requirement to pay a monthly charge.

Using the virtual keyboard should work out well for composing emails unless you are planning to write a novel.

Because of its overall convenience, the iPad easily outdoes a laptop or netbook as a convenient tool for managing email while on the go. The only thing that can beat it is the ultimate email management device – the Blackberry (or other smartphone), which wins out only by virtue of being guaranteed to always be in my pocket.

 

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