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Copyright © 2002Executive Information Systems, Inc. Reproduction Without Permission Strictly Prohibited 1 Portal Progress and Knowledge Management Joseph M. Firestone Ph.D. Executive Vice President Education, Research, and Membership, KMCI CKO, Executive Information Systems, Inc. [email protected] www.dkms.com www.kmci.org Joseph M. Firestone Ph.D. Executive Vice President Education, Research, and Membership, KMCI CKO, Executive Information Systems, Inc. [email protected] www.dkms.com www.kmci.org March 20, 2002
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Page 1: Portal Progress and Knowledge Management

Copyright © 2002Executive Information Systems, Inc.Reproduction Without Permission Strictly Prohibited 1

Portal Progress andKnowledge Management

Joseph M. Firestone Ph.D.Executive Vice President

Education, Research, and Membership, KMCICKO, Executive Information Systems, Inc.

[email protected]

Joseph M. Firestone Ph.D.Executive Vice President

Education, Research, and Membership, KMCICKO, Executive Information Systems, Inc.

[email protected]

March 20, 2002

Page 2: Portal Progress and Knowledge Management

Copyright © 2002Executive Information Systems, Inc.Reproduction Without Permission Strictly Prohibited 2

Enterprise Portals and KM

4Since late 1998 when portals emerged, manyhave seen the portal as KM’s “killer app.”

4In the past, I’ve frequently argued that KM is notwell-supported by EIPs (see my papers atwww.dkms.com)

4Here I want to look at this issue in light of TNKMand in light of recent progress in portal toolproducts.

4I’ll proceed by going through the main categoriesof the KLC and KM Frameworks and relatingthem to portal tools and their evolution

Page 3: Portal Progress and Knowledge Management

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KnowledgeProduction

KnowledgeProduction

OKOK

KnowledgeIntegration

KnowledgeIntegration

Knowledge Processes

Knowledgeoutcomes

Experiential Feedback Loop

Distributed Organizational Knowledge Base

(Mental and Artifactual knowledge)

Distributed Organizational Knowledge Base

(Mental and Artifactual knowledge)

DOKB ‘Containers’

- Agents (indiv.& Groups

- Artifacts (Docs,IT, etc.)

DOKB ‘Containers’

- Agents (indiv.& Groups

- Artifacts (Docs,IT, etc.)

Bus. ProcessBehaviors of

Interacting Agents

Bus. ProcessBehaviors of

Interacting Agents

KnowledgeSharing:

Face-To-Face,Document,Computer-

based

KnowledgeSharing:

Face-To-Face,Document,Computer-

based

Searching/Retrieving:Electronic

or Personal

Searching/Retrieving:Electronicor Personal

Teaching:Face-To-Faceand Comp-uter based

Teaching:Face-To-Face

and Comp-uter based

Broadcasting:Electronic

or Personal

Broadcasting:Electronicor Personal

ProcessBehavior

ProblemProblem

InfoAcquisition

InfoAcquisition

Indiv . &Group

Learning

Indiv . &Group

Learning

KnowledgeClaim

Evaluation

KnowledgeClaim

Evaluation

KnowledgeClaim

Formulation

KnowledgeClaim

FormulationCKCCKC

BusinessTransaction

Space

Knowledge Outcome Env.

The KLC FrameworkThe KLC Framework

Page 4: Portal Progress and Knowledge Management

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Knowledge Life Cycle Categories4 Information Acquisition4 Individual and Group Learning4Knowledge Claim Formulation4Knowledge Claim Evaluation4OK: Falsified, Undecided, and Surviving Knowledge

Claims and Meta-information about these claims4Knowledge and Information Broadcasting4Knowledge and Information Searching and retrieving4Teaching4Knowledge and Information Sharing4The Distributed Organizational Knowledge Base

Page 5: Portal Progress and Knowledge Management

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KM Categories

4Knowledge Management - Interpersonal Behavior

0Leadership (hiring, training, motivating, monitoring,evaluating, etc.)

0Building relationships with individuals and organizationsexternal to the enterprise

4Knowledge Management - Knowledge ProcessingBehavior (Knowledge Production and Integration andtheir sub-processes)

Page 6: Portal Progress and Knowledge Management

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KM Categories (Two)

4Knowledge Management - Decision-Making KMActivities

0Changing knowledge process rules at lower KM andknowledge process levels

0Crisis Handling

0Allocating Knowledge-related and KM Resources

0Negotiating agreements with representatives of otherbusiness processes

Page 7: Portal Progress and Knowledge Management

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Information Acquisition

4This has been an area of portal strength since theintroduction of portal products

4To some degree, even when portals are of theBusiness to Employee (B2E) type, they’ve providedfunctionality for retrieving information from soucesexternal to the enterprise

4This capability has increased with technicaldevelopments in portal tools.

4 In particular, recent developments from Autonomy,Convera and Verity have provided an increasingprecision to responses to search queries based onan ability to take context into account in search

Page 8: Portal Progress and Knowledge Management

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Information Acquisition (Two)

4This trend is likely to accelerate over the next fewyears0as the capability to structure unstructured content

through XML increases and0as intelligent agents grow more sophisticated

in their ability to map out semantic networks,cognitive graphs, and cognitive maps andthese network patterns become the basis forresponses

Page 9: Portal Progress and Knowledge Management

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Nested Knowledge Processes

CoP KPCoP KP

Team KPTeam KP

Group KPGroup KP

Individual KPIndividual KP

Organization KPOrganization KP

Page 10: Portal Progress and Knowledge Management

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Individual and Group Learning

4 Individual and Group learning is about KLCs at levelsbelow the level of the organization

4This means that support for I and G learningincreases as support for the other sub-processesin the KLC increase

4 In addition, however specific support for individuallearning is provided by e-learning capabilities

4The leader among portal vendors in this area hasbeen Hyperwave AG.

4Hyperwave’s eLearning Suite provides "eLearningcontent and advanced functionality for collaborativelearning" as part of its “eKnowledge Infrastructure”

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Individual andGroup Learning (Two)

4On the other hand, individual problem-solving requiresaccess to multiple un-integrated software applications ina portal system

4Solutions may require repeated and integratedexecution of these un-integrated applicationsthrough workflow and business process automation(BPA) modeling and applications

4But workflow and BPA are not enough to synchronizeand manage changes in shared objects and componentsin the system

4An integrative business process engine performingboth BPA and Enterprise Synchronization ofchanging objects and components is necessary

Page 12: Portal Progress and Knowledge Management

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Individual andGroup Learning (Three)

4A major trend in portal product development isenhancement of portal integrative capabilities andparticularly development of the business processengine, work flow and BPA capabilities needed tosupport problem solving

4The leader in this area is SAP Portals which acquired itsHyperRelational technology, based on an object layerintegrating diverse applications and information bypurchasing TopTier

4Other vendors who are leaders in the portal EAI areainclude Sun iPlanet, IBM WebSphere, CA CleverPath,TIBCO, and Sybase. Hummingbird, Netegrity (acquiredDataChannel) and Citrix are just a step behind

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Object-based Integration/SynchronizationServer and Semantic Heterogeneity

Browser Clients

Data MartsODS OLTP

RelationalApplication Servers

Exported Services

Intermediate Classes

InterlayerMappings

ObjectModel with

EventHandling and

InferenceEngine

Operational Object Model

Page 14: Portal Progress and Knowledge Management

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Individual andGroup Learning (Four)

4EIPs don’t support automated learningas an assist to human learning0No support for intelligent agent-based learning0No support for aggregation of knowledge claims

input into the portal system by individuals intoteam, group, or system level knowledge claims

0No support for partially automatedorganizational level learning

Page 15: Portal Progress and Knowledge Management

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Knowledge Claim Formulation4This is an area in which portals provide generalized, but

non-specific support. They provide support for interactionamong individuals, within teams, and in communities, andincreasingly support social networks (even cafes) andtaxonomy generation (See for example, SAP Portals,Hyperwave AG, CA’s CleverPath Portal, Sun iPlanet,Hummingbird EIP, Intraspect, and IBM)

4e-Learning also supports KCF if the software supportslearning in a workplace context

4However, they don’t generally incorporateprioritization, Knowledge Discovery in Databases/Data Mining, analytical modeling and computersimulation tools, best practices capture software, orother software targeted on KCF

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No Explicit Support for KCE

4EIPs provide no recognition that KCE isimportant in knowledge production

4No focus on KCE criteria and frameworks inapplications, or on change in these

4No focus on KCE modeling or decisionmaking

4No automated support for testing competingknowledge claims in knowledge production

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No Explicit Support for KCE (Two)

4No tracking of results and history of KCE4No ratings of competing knowledge claims4No specific support for collaborative

knowledge claim evaluation4Further, in spite of claims from a number

of vendors that are selling a knowledgeportal, not a single one supports specificKCE functionality.

Page 18: Portal Progress and Knowledge Management

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InfoAboutSKC

InfoAboutSKC

SKCSKC

InfoAboutUKC

InfoAboutUKC

UKCUKC

InfoAboutFKC

InfoAboutFKC

FKCFKC

OK = OrganizationalKnowledge (Artifactual)

OK = OrganizationalKnowledge (Artifactual)

UKC - Undecided KnowledgeClaimsSKC - Surviving KnowledgeClaimsFKC - Falsified KnowledgeClaims

To: Knowledge Integration

From: Knowledge Production

Page 19: Portal Progress and Knowledge Management

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Falsified, Undecided, andSurviving Knowledge Claims andMeta-information about these claims

4Not one EIP product or so-called EKP productstores the record of performance of knowledgeclaims against competitive alternatives

4This is the “bottom line” regarding support foridentifying knowledge production outcomes inEIPs.

4Currently, despite all the marketingrhetoric, No so-called EKP productsprovide a way to distinguish knowledgefrom “just information.”

Page 20: Portal Progress and Knowledge Management

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Knowledge andInformation Broadcasting4 EIPs have greatly increased their capability to target or

broadcast information to knowledge workers4 Specifically, this capability has increased as portal

products have provided the means to customize portalinterfaces and information delivery according to the role ofknowledge workers and as the capability of “spiders” andintelligent retrieval agents have increased

4 Over the past few years role-based customization hasbecome a standard capability of market-leading portalproducts

4 In addition many products offer the knowledge workerpublication capability at the volition of the knowledgeworker, though most prefer to maintain administratormediated publication

Page 21: Portal Progress and Knowledge Management

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Searching and Retrieving

4 I’ve already mentioned developments in searchtechnology that have increased the precision ofresponses to queries of external information

4 In addition, the ability to generate taxonomiesautomatically and in combination with humanjudgement has increased since 1998 and continuesto increase with the development of semanticnetworking technology and XML technology includingXML topic maps, DARPA’ s Agent Markup Language(DAML) and the Ontology Interchange Language (OIL)

4This, in turn, greatly increases the ability togenerate useful taxonomies for navigation in theportal interface

Page 22: Portal Progress and Knowledge Management

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Teaching4Teaching is a form of broadcasting associated with

an individual who has instructional authority directedat others who recognize this authority

4A distinction may be made between e-Learning andDistance Learning in the sense that e-learning ismuch more focused on the workplace context andproviding assistance for solving role-based problems,while distance learning is focused much more onproviding courseware providing educationalbackground

4 In any event, there is no difficulty in providingcomputer-assisted teaching through coursewaresupplemented by inquiries directed at instructorsthrough portal tools.

Page 23: Portal Progress and Knowledge Management

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Knowledge Sharing

4Knowledge Sharing is a sub-process that isincreasingly well-supported by portals.

4The ability to share among members of a communityof practice, or to provide access to commonrepositories, or to exchange information throughcollaborative spaces is increasing all of the time

4Knowledge Sharing is perhaps the leastproblematic area for portal products outside ofinformation acquisition.

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A M

AA

InformationSystems

Documents

OtherCultural

Artifacts

M M

Mental and Artifactual Knowledge Content Resulting

from Knowledge Integration, found in:

M M

Individuals Communitiesof Practice

Teams Groups OtherAgents

Distributed Organizational Knowledge BaseDistributed Organizational Knowledge Base

Page 25: Portal Progress and Knowledge Management

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The DistributedOrganizational Knowledge Base4The outcome of knowledge integration is the DOKB4The individual and group psychological components

of the DOKB cannot be stored in an EIP system4But the sharable data, information and knowledge

produced by the knowledge integration process arestored in organizational documents and informationsystems and can be accessed and retrieved later

4Note that if we are to distinguish knowledge frominformation in the DOKB, we must have meta-information in it that distinguishes knowledgefrom information

4But there are no EIPs that provide suchinformation

Page 26: Portal Progress and Knowledge Management

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KM: Leadership

4 Insofar as leadership involves exercise ofinterpersonal communication activities portalssupport it well.

4 In addition, they can also support hiring functions ifHR applications are integrated as portlets

4Some portal case studies have reporteddevelopment of incentive systems for portalsolutions (e.g. at EDS), but portal vendorsgenerally don’t offer this as a portal capability

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Building External Relationships

4 As B2B eBusiness and collaborative commercecapabilities have developed, more powerfulapplications for supporting development ofinterpersonal relationships have been included inportals

4Today, the capability to develop externalrelationships through collaborative applicationsof various kinds is comparable to the supportprovided for developing internal relationships

Page 28: Portal Progress and Knowledge Management

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KM Knowledge Productionand Integration Capabilities4KLCs exist for knowledge managers as well as

knowledge workers

4The support provided by portals for the sub-processes of the KLC therefore applies at the KMlevel as well as at the business process level.

CoP KPCoP KP

Team KPTeam KP

Group KPGroup KP

Individual KPIndividual KP

Organization KPOrganization KP

KM - Level KLC and BPEKM - Level KLC and BPE

Page 29: Portal Progress and Knowledge Management

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Changing KnowledgeProcessing Rules4EIPs provide support for broadcasting and

communicating changes in knowledge processingrules

4Developing new rules is a matter of KM knowledgeproduction and knowledge integration

4EIPs do not provide support for incentivesystems that may help to implement changes inknowledge processing rules

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Crisis Handling

4This KM category uses activities belonging to otherKM categories

4So it is supported precisely to the degree othercategories are supported

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KM Resource Allocation

4KM resource allocation requires the presence ofanalytical modeling and simulation tools in portals.

4These may be integrated through portlets

4But products that call themselves EKPs do notcurrently provide support for such activities

Source: www.datachannel.com

Source: www.datachannel.com

Page 32: Portal Progress and Knowledge Management

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Negotiation

4EIPs don’t support planning for negotiationpurposes

4Such applications are not difficult to developand integrate into EIPs, but this has not beendone so far

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The Gap

4 I think my review of various KLC and KM categoriesof the TNKM framework provides a view of the gapbetween the current state of portal progress and whatis needed for an EIP that would support knowledgeprocessing and knowledge management -- that is, anEnterprise Knowledge Portal or EKP.

4Specifically, current EIPs provide support forthose sub-processes in knowledge processingand knowledge management that are common toKM and information processing and informationmanagement

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The Gap (Two)4However, they don’t support I& G Learning, Knowledge

Claim Formulation, Knowledge Claim Evaluation,Knowledge Outcomes, the DOKB, KM knowledgeprocessing, resource allocation, or negotiation well

4The most glaring departure from TNKM requirementsis in the area of Knowledge Claim Evaluation

4Here current portal products provide almost no supportand the idea of providing it is apparently not on the radarscreen of any vendor

4Perhaps that will change. But we’re still probably atleast two years away from a real knowledge portal.

4How we can get there is a subject for another day.

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So What?

4EIPs are not KM’s killer app4They can support information processing well4They do enhance information acquisition

4They also support many kinds of KM activitieswhere these require information managementand communication among people

4They also provide better support for thecollaborative interaction among knowledgeworkers that provides a constructive backgroundenvironment for our efforts at I & G Learning,KCF, and KCE

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So What? (Two)4So by all means get on the EIP bandwagon, they

greatly improve information processing andinformation management and their integrative andcollaborative capabilities are rapidly improving

4But if what you’re after is knowledge management,you need to go beyond EIPs to human basedsolutions in the short-run

4And, in the longer run, you need to either developEKPs, if you want to remove the greater risksinherent in EIPs, or alternatively wait for EKPtechnology to develop if you can afford to live withrisk. Either way, the important thing is to have noillusions and to know EIPs for what they are.


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