© 2001-2005 Franz J. Kurfess Introduction 1 CPE/CSC 580: Knowledge Management Dr. Franz J. Kurfess...

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© 2001-2005 Franz J. Kurfess Introduction 1 CPE/CSC 580: Knowledge Management Dr. Franz J. Kurfess Computer Science Department Cal Poly
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Transcript of © 2001-2005 Franz J. Kurfess Introduction 1 CPE/CSC 580: Knowledge Management Dr. Franz J. Kurfess...

© 2001-2005 Franz J. Kurfess Introduction 1

CPE/CSC 580: Knowledge Management

CPE/CSC 580: Knowledge Management

Dr. Franz J. Kurfess

Computer Science Department

Cal Poly

© 2001-2005 Franz J. Kurfess Introduction 2

Course OverviewCourse Overview Introduction Knowledge Processing

Knowledge Acquisition, Representation and Manipulation

Knowledge Organization Classification, Categorization Ontologies, Taxonomies, Thesauri

Knowledge Retrieval Information Retrieval Knowledge Navigation

Knowledge Presentation Knowledge Visualization

Knowledge Exchange Knowledge Capture, Transfer,

and Distribution Usage of Knowledge

Access Patterns, User Feedback

Knowledge Management Techniques Topic Maps, Agents

Knowledge Management Tools

Knowledge Management in Organizations

© 2001-2005 Franz J. Kurfess Introduction 3

Overview IntroductionOverview Introduction

Motivation Why do we need to know all

this stuff? Objectives

What you should know afterwards

Evaluation Criteria How I can find out if you know

what you should know Warm-Up

Review of relevant concepts Overview new topics Terminology

Case Study: My Personal Need for KM Finding and organizing

materials for this class Tools to support this

Case Study: KM at an Organization like Cal Poly

Important Concepts and Terms all the old and new terms

Chapter Summary If you know this, you may be

able to survive the class

© 2001-2005 Franz J. Kurfess Introduction 4

LogisticsLogistics Introductions Course Materials

textbook: none handouts: some Web pages: tons CourseInfo/Blackboard System and Alternatives

Term Project Knowlets and Knowledge Management

Lab and Homework Assignments Exams Grading

© 2001-2005 Franz J. Kurfess Introduction 5

The Proliferation of KnowledgeThe Proliferation of Knowledge Wall street

no physical assets make money by utilizing knowledge about investment opportunities

consultants have knowledge about some specialized tasks tell customers what to do may be gone by the time their solutions are found to be flawed

“energy brokers” companies that don’t own any physical facilities, but buy and sell

energy made enormous profits during the 2000/2001 energy crisis

© 2001-2005 Franz J. Kurfess Introduction 6

BackgroundBackground

How much knowledge do you manage? as a student in your job in your private life

© 2001-2005 Franz J. Kurfess Introduction 7

MotivationMotivation

the amount of information and knowledge available increases steadily it becomes difficult to keep track of relevant knowledge

the demands for applying knowledge to a particular task also become stronger job expectations competitive pressure

the benefits from utilizing knowledge become greater higher profits better products more knowledgeable people

© 2001-2005 Franz J. Kurfess Introduction 8

ObjectivesObjectives

be aware of the role of knowledge in professional and private life

understand the impact of knowledge (or lack of it) for important decisions

understand the necessity for knowledge management to deal with the large amount of knowledge and information

discuss the role of computer-based tools and technologies for knowledge management

© 2001-2005 Franz J. Kurfess Introduction 10

What is Knowledge Management?What is Knowledge Management?

information technology perspective computers as support tools for dealing with large quantities

of knowledge and information

business perspective benefits for organizations

philosophical perspective epistemology: what is knowledge?

© 2001-2005 Franz J. Kurfess Introduction 11

Knowledge Management in Perspective

Knowledge Management in Perspective

Knowledge Management

Track/Level information

technology:

knowledge

objects

people:

knowledge

processes

Organization

Level

management

information

systems (MIS)

organizational

processes

Individual

Level

Artificial

Intelligence,

expert systems

individual processes

[Sveiby 2000]

© 2001-2005 Franz J. Kurfess Introduction 12

Knowledge Management DefinitionsKnowledge Management Definitions

Karl-Erik Sveiby (Organization Theorist)Knowledge Management is the art of creating value from an organizations intangible assets.

John Gundy, Knowledge Ability (KM Company)Knowledge Management is the process of placing knowledge under management remit.

[Sveiby 2000]

© 2001-2005 Franz J. Kurfess Introduction 13

KM PhasesKM Phases 1992 - 1995: productivity enhancement

how can information technology used to share knowledge across organizations

Lotus Notes, Web pages, project databases, best practices, ...

1995 - 2000: customer relations how can information about customers be utilized data warehousing, data mining

2000 - 2003: interaction interactive Web pages, e-commerce

2002 - ??? interoperability (XML, Web services and related technologies) interpretation (ontologies, Semantic Web)

[Sveiby 2000]

© 2001-2005 Franz J. Kurfess Introduction 14

The fundament of KM represents a set of Behavioural/Structural Conditions

The walls of KM represent a set of Operational Conditions

The roof of KM represents the corporate knowledge by which learning, innovation, speed and productivity will be enhanced

KM Analogy: Building a House

[KPMG 1999]

© 2001-2005 Franz J. Kurfess Introduction 15

Incentives for Knowledge Sharing

Open, Open, sharing sharing cultureculture

KNOWLEDGE

KNOWLEDGE

SHARING

SHARING

Non-Non-sharing sharing cultureculture

TEAMWORK

TEAMWORK

COMMITMENTCOMMITMENT

ORGANISATION STRUCTURE & ORGANISATION STRUCTURE & PROCESSESPROCESSES

HOW?HOW?• Performance metricsPerformance metrics• Science workshopsScience workshops• Technology exchange Technology exchange

networksnetworks• Extra budgetExtra budget

HOW?HOW?• Performance metricsPerformance metrics• Science workshopsScience workshops• Technology exchange Technology exchange

networksnetworks• Extra budgetExtra budget

[KPMG 1999]

© 2001-2005 Franz J. Kurfess Introduction 16

Integrated Systems for KMIntegrated Systems for KM

Separate Separate information information

systemssystems

INFORMATIONINFORMATIONRESEARCH RESEARCH

PROCESSPROCESS

ENABLING ENABLING TECHNOLOGIESTECHNOLOGIES

UPGRADINGUPGRADINGOF EXISTING OF EXISTING KNOWLEDGEKNOWLEDGE GENERATIONGENERATION

OF NEW OF NEW IDEAS IDEAS

Integrated Integrated Information Information

SystemSystem

HOW?HOW?• Database technologyDatabase technology• GroupwareGroupware• Web technologyWeb technology• User-interface User-interface

technologytechnology• IntranetIntranet

HOW?HOW?• Database technologyDatabase technology• GroupwareGroupware• Web technologyWeb technology• User-interface User-interface

technologytechnology• IntranetIntranet

[KPMG 1999]

© 2001-2005 Franz J. Kurfess Introduction 17

KM Behavioral and Structural Components

Preparing initiativePreparing initiative Initiative in placeInitiative in place

not i

n pl

ace

not i

n pl

ace

star

ting

star

ting

adva

nced

adva

nced

real

ised

real

ised

11 22 3 3 44

Hierarchical Hierarchical organisationorganisation

Process-orientedProcess-orientedorganisationorganisation

Power culturePower culture

Open & sharing Open & sharing cultureculture

Focus onFocus onindividualindividual

successsuccess

Focus on Focus on group group

successsuccess

No No understandingunderstandingof KMof KM

Top management Top management commitment commitment

2,32,3

2,02,0 2,12,1

1,91,9

• On the behavioural/structural axis, there is still enough On the behavioural/structural axis, there is still enough improvement potential.improvement potential.

[KPMG 1999]

© 2001-2005 Franz J. Kurfess Introduction 18

KM Operational Components

Preparing initiativePreparing initiative Initiative in placeInitiative in place

not i

n pl

ace

not i

n pl

ace

star

ting

star

ting

adva

nced

adva

nced

real

ised

real

ised

11 22 3 3 44

Knowledge stored Knowledge stored mentally and mentally and physicallyphysically

Integrated Integrated databases linkeddatabases linkedwith workflowwith workflow

Ad-hoc Ad-hoc knowledgeknowledge

creationcreation

Structured,Structured,strategicstrategic

knowledgeknowledgecreationcreation

Ad-hoc datacollection

2,1

2,0

2,1

Professional researchmethods

Knowledgesupporting

decision-making

Non-customizedNon-customizeddatadata

1,9

• A quick fix is not possible with regard to the implementation of KM.A quick fix is not possible with regard to the implementation of KM.• Step by step, the KM performance should be improved.Step by step, the KM performance should be improved.

[KPMG 1999]

© 2001-2005 Franz J. Kurfess Introduction 20

Case Study: KM for Course Preparation

Case Study: KM for Course Preparation

easy case: re-use existing material text book, presentation material, student assignments,

exams, projects

difficult case: brand-new course no existing material suitable for teaching purposes existing sources

research monographs, edited volumes, related text books, conference proceedings, journal special issues, articles, technical reports, white papers, company brochures, Web pages

© 2001-2005 Franz J. Kurfess Introduction 21

Course Development as KM Application

Course Development as KM Application

problem development of a course outline identification of relevant material extraction of relevant knowledge integration of various knowledge pieces

different representation media paper (books, journals) microfilm digital (electronic versions of books, journals, etc; Web pages; data bases, computer

programs)

presentation of knowledge presentation medium

identification of evaluation criteria development of exercises

© 2001-2005 Franz J. Kurfess Introduction 22

Tools for Course PreparationTools for Course Preparation course outline brain, paper, editor, spreadsheet identification of material brain, search engines, library catalog/DBs organization of material brain, folders, labels, directories, files extraction of knowledge brain, paper, text editor, helpers integration of pieces brain, presentation program, helpers presentation of knowledge brain, presentation program evaluation criteria brain, text editor development of exercises brain, text editor, helpers

Deficiencies of tools much of the tedious work is left to the instructor little support for important knowledge management activities primitive tools are used for high-level tasks

directories, file names for the categorization of knowledge items

© 2001-2005 Franz J. Kurfess Introduction 23

Knowledge Management at Cal PolyKnowledge Management at Cal Poly

what kind of knowledge is essential for such an organization

what are the tools in common use

© 2001-2005 Franz J. Kurfess Introduction 24

Knowledge Management for StudentsKnowledge Management for Students

what are important KM needs

what KM tasks do you perform

which tools and techniques do you use

what can be improved through smarter computers

© 2001-2005 Franz J. Kurfess Introduction 25

Post-TestPost-Test

© 2001-2005 Franz J. Kurfess Introduction 27

Important Concepts and TermsImportant Concepts and Terms presentation of knowledge tools

extraction of knowledge identification of knowledge information integration of knowledge knowledge knowledge management

© 2001-2005 Franz J. Kurfess Introduction 28

Summary IntroductionSummary Introduction

with the increase in the amount of information and knowledge, knowledge management will play a very important role in our professional and personal lives

although a lot of knowledge is available in digital form, computer support for KM is mediocre

many basic techniques and methods have been developed, but their integration into easily usable systems and tools is still missing

© 2001-2005 Franz J. Kurfess Introduction 29