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Chapter 2: Knowledge Management Systems Life Cycle




ADP1 Develop Knowledge Management Solutions

                                    Lecture Two
Chapter 2: Knowledge Management Systems Life Cycle




   For any task, from as simple as planning
    a trip, working on a maths problem,
   The process involves a number of steps
    until you come up with a solution.

      In developing a large software system
       used in industry, the process also follows
       a number of defined steps which are
       accepted as best practices by
       practitioners.
                                                     2-2
Chapter 2: Knowledge Management Systems Life Cycle




  How many of you have taken a
  programming unit either here or
        elsewhere before?

What would be the steps you would
take in completing a programming
           assignment?

                                                      2-3
Chapter 2: Knowledge Management Systems Life Cycle




     read the problem statement
     mentally think about how to solve it
     select a programming language (if
      decided, select what kind of data
      structures)
     translate into program code
     compile, run and test
     modify if program doesn't function
      as expected
     Satisfied!!

                                                     2-4
Chapter 2: Knowledge Management Systems Life Cycle




      Challenges in building KM Systems
      Compare CSLC and KMSLC
      User’s vs. Expert’s Characteristics
      Stages of KMSLC




                                                     2-5
Chapter 2: Knowledge Management Systems Life Cycle




   Culture
    — getting people to share
      knowledge
   Knowledge evaluation
    — assessing the worth of knowledge
      across the organization
   Knowledge processing
    — documenting how decisions are
      reached
   Knowledge implementation
    — organizing knowledge and
       integrating it with the processing
       strategy for final deployment
                                                     2-6
Chapter 2: Knowledge Management Systems Life Cycle


     Conventional                                            KM System
                                       versus
   System Life Cycle                                         Life Cycle
     Recognition of Need and                               Evaluate Existing
        Feasibility Study                                   Infrastructure

    Functional Requirements                               Form the KM Team
         Specifications
                                                          Knowledge Capture
      Logical Design (master               Iterative
           design plan)
                                                         Design KMS Blueprint
     Physical Design (coding)
                                                       Verify and validate the KM
                                                                System
               Testing
                                       Iterative
                                                       Implement the KM System
      Implementation (file
    conversion, user training)
                                                         Manage Change and
                                                         Rewards Structure
  Operations and Maintenance

                                                        Post-system evaluation
                                                                               2-7
Chapter 2: Knowledge Management Systems Life Cycle




     Systems analysts deal with information from
      the user; knowledge developers deal with
      knowledge from domain experts
     Users know the problem but not the solution;
      domain experts know both the problem and
      the solution
     Conventional SLC is primarily sequential; KM
      SLC is incremental and interactive.
     System testing normally at end of
      conventional system life cycle; KM system
      testing evolves from beginning of the cycle
                                                     2-8
Chapter 2: Knowledge Management Systems Life Cycle




     Conventional system
      life cycle is process-
      driven or “specify then
      build”


     KM system life cycle is
      result-oriented or “start
      slow and grow”

                                                     2-9
Chapter 2: Knowledge Management Systems Life Cycle




 Both begin with a problem
  and end with a solution
 Both begin with information
  gathering or knowledge
  capture
 Testing is essentially the same
  to make sure “the system is
  right” and “it is the right
  system”
 Both developers must choose
  the appropriate tool(s) for
  designing their respective
  systems

                                                         2-10
Chapter 2: Knowledge Management Systems Life Cycle




                                 Evaluate Existing
                                  Infrastructure

                                Form the KM Team

                                Knowledge Capture


Iterative Rapid                Design KM Blueprint
  Prototyping
                            Verify and validate the KM
                                     System

                            Implement the KM System

                               Manage Change and
                               Rewards Structure

                              Post-system evaluation
                                                         2-11
Chapter 2: Knowledge Management Systems Life Cycle




 System justifications:
  What knowledge will be lost
    through
    retirement, transfer, or
    departure to other firms?
  Is the proposed KM system
    needed in several locations?
  Are experts available and
    willing to help in building a KM
    system?
  Does the problem in question
    require years of experience
    and tacit reasoning to solve?
                                                     2-12
Chapter 2: Knowledge Management Systems Life Cycle




    Consider breadth and
     depth of the project within
     financial, human
     resource, and operational
     constraints
    Project must be
     completed quickly
     enough for users to foresee
     its benefits
    Check to see how current
     technology will match
     technical requirements of
     the proposed KM system
                                                     2-13
Chapter 2: Knowledge Management Systems Life Cycle




Risky to plunge into a KMS without
 strategy

  Knowledge developer should
  consider:
            Vision

                         Resources

                         Culture
                                                      2-14
Chapter 2: Knowledge Management Systems Life Cycle




 Identify the key stakeholders
  of the prospective KM
  system.
 Team success depends on:
   › Ability of team members
   › Team size
   › Complexity of the project
   › Leadership and team
     motivation
   › Not promising more than
     can be realistically
     delivered
                                                      2-15
Chapter 2: Knowledge Management Systems Life Cycle




  Explicit knowledge
   captured in repositories
   from various media
  Tacit knowledge
   captured from
   company experts using
   various tools and
   methodologies
  Knowledge developers
   capture knowledge
   from experts in order to
   build the knowledge
   base
                                                     2-16
Chapter 2: Knowledge Management Systems Life Cycle




 › How does one know the
   expert is in fact an expert?
 › How would one know that
   the expert will stay with the
   project?
 › What backup should be
   available in case the
   project loses the expert?
 › How could we know what
   is and what is not within
   the expert’s area of
   expertise?

                                                     2-17
Chapter 2: Knowledge Management Systems Life Cycle




                                   The KM blueprint addresses
                                     several issues:
                                    Finalize scope of proposed
                                     KM system with realized net
                                     benefits
                                    Decide on required system
                                     components
                                    Develop the key layers of
                                     the KM software
                                     architecture to meet
                                     company requirements
                                    System interoperability and
                                     scalability with existing
                                     company IT infrastructure
                                                         2-18
Chapter 2: Knowledge Management Systems Life Cycle




     Verification procedure:
      ensures that the system
      has the right functions
     Validation procedure:
      ensures that the system
      has the right output
     Validation of KM
      systems is not
      foolproof


                                                     2-19
Chapter 2: Knowledge Management Systems Life Cycle




   Converting a new KM system into actual
    operation
   includes conversion of data or files
   also includes user training
   Quality assurance is important, which includes
    checking for:
     › Reasoning errors
     › Ambiguity
     › Incompleteness
     › False representation (false positive and false
       negative)
                                                         2-20
Chapter 2: Knowledge Management Systems Life Cycle




     Goal is to minimize
      resistance to
      change
       › Experts
       › Regular employees
           (users)
       › Troublemakers

     Resistances via
      projection, avoidan
      ce, or aggression                              2-21
Chapter 2: Knowledge Management Systems Life Cycle




     Assess system impact in terms of
      effects on:
       › People
       › Procedures
       › Performance of the business

     Areas of concern:
       › Quality of decision making
       › Attitude of end users
       › Costs of Knowledge processing and
           update                                    2-22
Chapter 2: Knowledge Management Systems Life Cycle




     Has accuracy and timeliness of
      decision making improved?
     Has KMS caused organizational
      changes?
     What are users’ reactions towards
      KMS?
     Has KMS changed the cost of
      operating the business?
     Have relationships among users
      affected?                                      2-23
Chapter 2: Knowledge Management Systems Life Cycle




                                                     2-24
Chapter 2: Knowledge Management Systems Life Cycle




Common       Inborn ability to sense, judge, or perceive
Sense        situations; grows stronger over time
Fact         A statement that relates a certain element
             of truth about a subject matter or a domain
Heuristic    A rule of thumb based on years of
             experience
Knowledge Understanding gained through experience;
             familiarity with the way to perform a task;
             an accumulation of facts, procedural rules,
             or heuristics
Intelligence The capacity to acquire and apply
             knowledge                           2-25
Chapter 2: Knowledge Management Systems Life Cycle




     Shallow (readily recalled) and deep
      (acquired through years of
      experience)

     Explicit (already codified) and tacit
      (embedded in the mind)

     Procedural (repetitive, stepwise)
      versus Episodical (grouped by
      episodes)
                                                     2-26
Chapter 2: Knowledge Management Systems Life Cycle




    An expert in a specialized area
     masters the requisite knowledge
    The unique performance of a
     knowledgeable expert is clearly
     noticeable in decision-making
     quality
    Knowledgeable experts are more
     selective in the information they
     acquire
    Experts are beneficiaries of the
     knowledge that comes from
     experience                                      2-27
Chapter 2: Knowledge Management Systems Life Cycle

 1. Purpose
 2. Statement of Scope & Objectives
       2.1 System functions
       2.2 Users and characteristics
       2.3 Operating environment
       2.4 User environment
       2.5 Design/implementation constraints
       2.6 Assumptions and dependencies
 3. Functional Requirements
       3.1 User interfaces
       3.2 Hardware interfaces
       3.3 Software interfaces
       3.4 Communication protocols and interfaces
 4. Nonfunctional Requirements
       4.1 Performance requirements
       4.2 Safety requirements
       4.3 Security requirements
       4.4 Software quality attributes
       4.5 Project documentation
       4.6 User documentation                        2-28
Chapter 2: Knowledge Management Systems Life Cycle




Attribute                                  User               Expert
Dependence on system               High               Low to nil

Cooperation                     Usually cooperative   Cooperation not
                                                      required

Tolerance for ambiguity Low                           High

Knowledge of problem              High                Average/low

Contribution to system Information                    Knowledge/expertise

System user                     Yes                   No

Availability for system
builder                         Readily available     Not readily available

                                                                 2-29
Chapter 2: Knowledge Management Systems Life Cycle




                                     Structure
                                    the Problem
    Reformulate                                      Repeated
    the Problem                                      Cycle(s)
                                     Structure
                                      a Task
    Make                                             Repeated
    Modifications                                    Cycle(s)
                                       Build
                                       a Task

                                                                2-30
Chapter 2: Knowledge Management Systems Life Cycle
                                                              .....




 1                                            User Interface
                          (Web browser software installed on each user’s PC)

                                    Authorized access control
 2                        (e.g., security, passwords, firewalls, authentication)

                            Collaborative intelligence and filtering
 3               (intelligent agents, network mining, customization, personalization)

                               Knowledge-enabling applications
 4           (customized applications, skills directories, videoconferencing, decision support systems,
                                       group decision support systems tools)


                                                  Transport
 5               (e-mail, Internet/Web site, TCP/IP protocol to manage traffic flow)

                                                Middleware
 6                       (specialized software for network management, security, etc.)

                                          The Physical Layer
                                             (repositories, cables)
 7




            Databases                Legacy applications                   Groupware                      Data warehousing
                                        (e.g., payroll)               (document exchange,                  (data cleansing,
                                                                          collaboration)                     data mining)
                                                                                                                    2-31
Chapter 2: Knowledge Management Systems Life Cycle




      Team performs                                        Evaluate relationship
                                    Outcome
      a specialized task                                   between action and
                                    Achieved
                                                           outcome




                                                                          Knowledge
         Feedback                                                         Developer
                                                     Knowledge
                                                     transfer
                           Knowledge                 method
                           stored in a               selected
                           form usable by
                           others in the
                           organization




                                                                              2-32
Chapter 2: Knowledge Management Systems Life Cycle




                              Knowledge

                                 pH = nH/(nH+nT)
              Counting                                 EV=pH RH+ pT RT
                                 pT = nT/(nH+nT)


         HTHTT                             pH = 0.40
         HHHTH             nH = 40         pT = 0.60
           …               nT = 60                          EV = -$0.80
                                           RH = +$10
         TTTHT                             RT = -$8



            Data                          Information

                                     Value

         Zero         Low            Medium High Very High
                                                                          2-33
Chapter 2: Knowledge Management Systems Life Cycle




   Culture
    — getting people to share
      knowledge
   Knowledge evaluation
    — assessing the worth of
      knowledge across the
      organization
   Knowledge processing
    — documenting how decisions
      are reached
   Knowledge implementation
    — organizing knowledge and                       2-34
Chapter 2: Knowledge Management Systems Life Cycle




      Foresee what the business
       is trying to achieve, how it
       will be done, and how the
       new system will achieve
       goals




                                                     2-35
Chapter 2: Knowledge Management Systems Life Cycle




         Check on the affordability of the
          business to invest in a new KM
          system




                                                     2-36
Chapter 2: Knowledge Management Systems Life Cycle




   Is the company’s
    political and social
    environment open
    and responsive to
    adopting a new KM
    system?




                                                     2-37

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Lecture 2 - KNOWLEDGE MANAGEMENT SYSTEMS LIFE CYCLE

  • 1. Chapter 2: Knowledge Management Systems Life Cycle ADP1 Develop Knowledge Management Solutions Lecture Two
  • 2. Chapter 2: Knowledge Management Systems Life Cycle  For any task, from as simple as planning a trip, working on a maths problem,  The process involves a number of steps until you come up with a solution.  In developing a large software system used in industry, the process also follows a number of defined steps which are accepted as best practices by practitioners. 2-2
  • 3. Chapter 2: Knowledge Management Systems Life Cycle How many of you have taken a programming unit either here or elsewhere before? What would be the steps you would take in completing a programming assignment? 2-3
  • 4. Chapter 2: Knowledge Management Systems Life Cycle  read the problem statement  mentally think about how to solve it  select a programming language (if decided, select what kind of data structures)  translate into program code  compile, run and test  modify if program doesn't function as expected  Satisfied!! 2-4
  • 5. Chapter 2: Knowledge Management Systems Life Cycle  Challenges in building KM Systems  Compare CSLC and KMSLC  User’s vs. Expert’s Characteristics  Stages of KMSLC 2-5
  • 6. Chapter 2: Knowledge Management Systems Life Cycle  Culture — getting people to share knowledge  Knowledge evaluation — assessing the worth of knowledge across the organization  Knowledge processing — documenting how decisions are reached  Knowledge implementation — organizing knowledge and integrating it with the processing strategy for final deployment 2-6
  • 7. Chapter 2: Knowledge Management Systems Life Cycle Conventional KM System versus System Life Cycle Life Cycle Recognition of Need and Evaluate Existing Feasibility Study Infrastructure Functional Requirements Form the KM Team Specifications Knowledge Capture Logical Design (master Iterative design plan) Design KMS Blueprint Physical Design (coding) Verify and validate the KM System Testing Iterative Implement the KM System Implementation (file conversion, user training) Manage Change and Rewards Structure Operations and Maintenance Post-system evaluation 2-7
  • 8. Chapter 2: Knowledge Management Systems Life Cycle  Systems analysts deal with information from the user; knowledge developers deal with knowledge from domain experts  Users know the problem but not the solution; domain experts know both the problem and the solution  Conventional SLC is primarily sequential; KM SLC is incremental and interactive.  System testing normally at end of conventional system life cycle; KM system testing evolves from beginning of the cycle 2-8
  • 9. Chapter 2: Knowledge Management Systems Life Cycle  Conventional system life cycle is process- driven or “specify then build”  KM system life cycle is result-oriented or “start slow and grow” 2-9
  • 10. Chapter 2: Knowledge Management Systems Life Cycle  Both begin with a problem and end with a solution  Both begin with information gathering or knowledge capture  Testing is essentially the same to make sure “the system is right” and “it is the right system”  Both developers must choose the appropriate tool(s) for designing their respective systems 2-10
  • 11. Chapter 2: Knowledge Management Systems Life Cycle Evaluate Existing Infrastructure Form the KM Team Knowledge Capture Iterative Rapid Design KM Blueprint Prototyping Verify and validate the KM System Implement the KM System Manage Change and Rewards Structure Post-system evaluation 2-11
  • 12. Chapter 2: Knowledge Management Systems Life Cycle System justifications:  What knowledge will be lost through retirement, transfer, or departure to other firms?  Is the proposed KM system needed in several locations?  Are experts available and willing to help in building a KM system?  Does the problem in question require years of experience and tacit reasoning to solve? 2-12
  • 13. Chapter 2: Knowledge Management Systems Life Cycle  Consider breadth and depth of the project within financial, human resource, and operational constraints  Project must be completed quickly enough for users to foresee its benefits  Check to see how current technology will match technical requirements of the proposed KM system 2-13
  • 14. Chapter 2: Knowledge Management Systems Life Cycle Risky to plunge into a KMS without strategy Knowledge developer should consider: Vision Resources Culture 2-14
  • 15. Chapter 2: Knowledge Management Systems Life Cycle  Identify the key stakeholders of the prospective KM system.  Team success depends on: › Ability of team members › Team size › Complexity of the project › Leadership and team motivation › Not promising more than can be realistically delivered 2-15
  • 16. Chapter 2: Knowledge Management Systems Life Cycle  Explicit knowledge captured in repositories from various media  Tacit knowledge captured from company experts using various tools and methodologies  Knowledge developers capture knowledge from experts in order to build the knowledge base 2-16
  • 17. Chapter 2: Knowledge Management Systems Life Cycle › How does one know the expert is in fact an expert? › How would one know that the expert will stay with the project? › What backup should be available in case the project loses the expert? › How could we know what is and what is not within the expert’s area of expertise? 2-17
  • 18. Chapter 2: Knowledge Management Systems Life Cycle The KM blueprint addresses several issues:  Finalize scope of proposed KM system with realized net benefits  Decide on required system components  Develop the key layers of the KM software architecture to meet company requirements  System interoperability and scalability with existing company IT infrastructure 2-18
  • 19. Chapter 2: Knowledge Management Systems Life Cycle  Verification procedure: ensures that the system has the right functions  Validation procedure: ensures that the system has the right output  Validation of KM systems is not foolproof 2-19
  • 20. Chapter 2: Knowledge Management Systems Life Cycle  Converting a new KM system into actual operation  includes conversion of data or files  also includes user training  Quality assurance is important, which includes checking for: › Reasoning errors › Ambiguity › Incompleteness › False representation (false positive and false negative) 2-20
  • 21. Chapter 2: Knowledge Management Systems Life Cycle  Goal is to minimize resistance to change › Experts › Regular employees (users) › Troublemakers  Resistances via projection, avoidan ce, or aggression 2-21
  • 22. Chapter 2: Knowledge Management Systems Life Cycle  Assess system impact in terms of effects on: › People › Procedures › Performance of the business  Areas of concern: › Quality of decision making › Attitude of end users › Costs of Knowledge processing and update 2-22
  • 23. Chapter 2: Knowledge Management Systems Life Cycle  Has accuracy and timeliness of decision making improved?  Has KMS caused organizational changes?  What are users’ reactions towards KMS?  Has KMS changed the cost of operating the business?  Have relationships among users affected? 2-23
  • 24. Chapter 2: Knowledge Management Systems Life Cycle 2-24
  • 25. Chapter 2: Knowledge Management Systems Life Cycle Common Inborn ability to sense, judge, or perceive Sense situations; grows stronger over time Fact A statement that relates a certain element of truth about a subject matter or a domain Heuristic A rule of thumb based on years of experience Knowledge Understanding gained through experience; familiarity with the way to perform a task; an accumulation of facts, procedural rules, or heuristics Intelligence The capacity to acquire and apply knowledge 2-25
  • 26. Chapter 2: Knowledge Management Systems Life Cycle  Shallow (readily recalled) and deep (acquired through years of experience)  Explicit (already codified) and tacit (embedded in the mind)  Procedural (repetitive, stepwise) versus Episodical (grouped by episodes) 2-26
  • 27. Chapter 2: Knowledge Management Systems Life Cycle  An expert in a specialized area masters the requisite knowledge  The unique performance of a knowledgeable expert is clearly noticeable in decision-making quality  Knowledgeable experts are more selective in the information they acquire  Experts are beneficiaries of the knowledge that comes from experience 2-27
  • 28. Chapter 2: Knowledge Management Systems Life Cycle 1. Purpose 2. Statement of Scope & Objectives 2.1 System functions 2.2 Users and characteristics 2.3 Operating environment 2.4 User environment 2.5 Design/implementation constraints 2.6 Assumptions and dependencies 3. Functional Requirements 3.1 User interfaces 3.2 Hardware interfaces 3.3 Software interfaces 3.4 Communication protocols and interfaces 4. Nonfunctional Requirements 4.1 Performance requirements 4.2 Safety requirements 4.3 Security requirements 4.4 Software quality attributes 4.5 Project documentation 4.6 User documentation 2-28
  • 29. Chapter 2: Knowledge Management Systems Life Cycle Attribute User Expert Dependence on system High Low to nil Cooperation Usually cooperative Cooperation not required Tolerance for ambiguity Low High Knowledge of problem High Average/low Contribution to system Information Knowledge/expertise System user Yes No Availability for system builder Readily available Not readily available 2-29
  • 30. Chapter 2: Knowledge Management Systems Life Cycle Structure the Problem Reformulate Repeated the Problem Cycle(s) Structure a Task Make Repeated Modifications Cycle(s) Build a Task 2-30
  • 31. Chapter 2: Knowledge Management Systems Life Cycle ..... 1 User Interface (Web browser software installed on each user’s PC) Authorized access control 2 (e.g., security, passwords, firewalls, authentication) Collaborative intelligence and filtering 3 (intelligent agents, network mining, customization, personalization) Knowledge-enabling applications 4 (customized applications, skills directories, videoconferencing, decision support systems, group decision support systems tools) Transport 5 (e-mail, Internet/Web site, TCP/IP protocol to manage traffic flow) Middleware 6 (specialized software for network management, security, etc.) The Physical Layer (repositories, cables) 7 Databases Legacy applications Groupware Data warehousing (e.g., payroll) (document exchange, (data cleansing, collaboration) data mining) 2-31
  • 32. Chapter 2: Knowledge Management Systems Life Cycle Team performs Evaluate relationship Outcome a specialized task between action and Achieved outcome Knowledge Feedback Developer Knowledge transfer Knowledge method stored in a selected form usable by others in the organization 2-32
  • 33. Chapter 2: Knowledge Management Systems Life Cycle Knowledge pH = nH/(nH+nT) Counting EV=pH RH+ pT RT pT = nT/(nH+nT) HTHTT pH = 0.40 HHHTH nH = 40 pT = 0.60 … nT = 60 EV = -$0.80 RH = +$10 TTTHT RT = -$8 Data Information Value Zero Low Medium High Very High 2-33
  • 34. Chapter 2: Knowledge Management Systems Life Cycle  Culture — getting people to share knowledge  Knowledge evaluation — assessing the worth of knowledge across the organization  Knowledge processing — documenting how decisions are reached  Knowledge implementation — organizing knowledge and 2-34
  • 35. Chapter 2: Knowledge Management Systems Life Cycle  Foresee what the business is trying to achieve, how it will be done, and how the new system will achieve goals 2-35
  • 36. Chapter 2: Knowledge Management Systems Life Cycle  Check on the affordability of the business to invest in a new KM system 2-36
  • 37. Chapter 2: Knowledge Management Systems Life Cycle  Is the company’s political and social environment open and responsive to adopting a new KM system? 2-37