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Portal Progress andKnowledge Management
Joseph M. Firestone Ph.D.Executive Vice President
Education, Research, and Membership, KMCICKO, Executive Information Systems, Inc.
Joseph M. Firestone Ph.D.Executive Vice President
Education, Research, and Membership, KMCICKO, Executive Information Systems, Inc.
March 20, 2002
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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
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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
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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
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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)
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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
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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
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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
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Nested Knowledge Processes
CoP KPCoP KP
Team KPTeam KP
Group KPGroup KP
Individual KPIndividual KP
Organization KPOrganization KP
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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
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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
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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
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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.
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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
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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.”
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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
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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
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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.
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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
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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
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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
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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
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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
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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.