OnToKnowledge review

1

KM
Methodology

• On-To-Knowledge review
• Juan-Les-Pins/France, October 06, 2000
• Hans Akkermans, VUA
• Hans-Peter Schnurr, AIFB
• Rudi Studer, AIFB
• York Sure, AIFB

On-To-Knowledge
2
WP-5 Methodology and Management Guidelines
covered issues

• Identification of knowledge needs, opportunities
  and bottlenecks in focus areas of the
  organisation
• Structured construction and validation of
  ontologies
• User-focused introduction of KM tools
• Maintenance and steady improvement of existing KM
  applications

Context-oriented requirements for envisaged
knowledge management tools Principled foundation
for any knowledge management tool in the
organisation Knowledge pull and push instead of
information overload KM applications remain
successful and useful in a changing
organisational environment
Context-oriented requirements for envisaged
knowledge management tools Principled foundation
for any knowledge management tool in the
organisation Knowledge pull and push instead of
information overload KM applications remain
successful and useful in a changing
organisational environment
3
WP-5 Workpackage project plan
Employment Evaluation
Expansion Revision
Final version
Employment Evaluation
Expansion Revision
Final version

• Baseline version

Baseline version

• Based on CommonKADS
• Literature study
• Systematization of existing practical experiences

• Employment of baseline version in the set of case
  studies
• Feedback on KM guidelines

• Revision and Expansion based on feedback

• General and comprehensive KM guidelines
• Practically illustrated by real-life industry
  cases
• Guide book

4
Agenda

• The Knowledge Management challenge
• Processes in a KM project
• Overall picture
• Feasibility study
• User driven use cases
• Supporting use cases
• Focus ontology development
• Summary

KM challenge
5
Usually, there is no easy, fast and guided access
to knowledge

• Problems
• Search... find?
• No context, no guidance
• What you get is hardly ever what you want

KM challenge
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Example WWW Search Engine
KM challenge
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1. Usage Scenario Querying for knowledge

• Actual systems
• WWW Search Engines
• e.g. Altavista
• Intranet Search Tools
• e.g. Verity

• Problems of keyword based search engines
• Too many results and often not the right ones
• Word selection matters!
• Generalization / refinement not possible

KM challenge
8
Example WWW Portals
KM challenge
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2. Usage Scenario Navigating

• Actual systems
• WWW Portals
• e.g. Yahoo!

• Problems of navigating
• Categorization of user differs from systems
  categories
• None or weak user guidance within categorization
• Missing visualization

KM challenge
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Example Discussion forum
KM challenge
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3. Usage Scenario Community of knowledge sharing

• Actual systems
• Discussion forum
• e.g. Knowlity
• Groupware systems
• e.g. Lotus Notes

• Problems of communities
• Motivation / incentives
• Overhead work
• None or weak personalization features available

KM challenge
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Agenda

• The Knowledge Management challenge
• Processes in a KM project
• Overall picture
• Feasibility study
• User driven use cases
• Supporting use cases
• Focus ontology development
• Summary

Processes
13
From usage scenarios to processes Use cases
Processes
- Overall pic
14
Processes in an OnToKnowledge KM project
User-driven Knowledge Management processes

Processes
- Overall pic
Feasibility study

Supporting Knowledge Management processes
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Context Modelling with a Feasibility study
Feasibility study
Processes
Identifying problem/opportunity areas and
potential solutions, and putting them into a
wider organizational perspective. Deciding about
economic, technical and project feasibility, in
order to select the most promising focus area and
target solution
- Feasibility
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CommonKADS - Context Modelling Road Map
Start
OM-1 worksheet problems, solutions, context
TM-1 worksheet task analysis
TM-2 worksheet knowledge item analysis
If feasible
OM-3 worksheet process break-down
Processes
TM-2 worksheet knowledge item analysis
TM-2 worksheet knowledge item analysis
- Feasibility
OM-5 work-sheet Judge Feasibility (Decision
Document)
OM-2 worksheet description of organi-zation
focus area
Refine
Integrate
OM-4 worksheet knowledge assets
TM-2 worksheet knowledge item analysis
AM-1 worksheet agent model
If unfeasible
Stop
Context analysis ready
17
Processes in an OnToKnowledge KM project
User-driven Knowledge Management processes

Processes
- Overall pic
Feasibility study

Supporting Knowledge Management processes
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Querying for knowledge
?
?
?
?
?
?
Processes

• Context via Ontology
• Generalize / refine via Ontology
• Match natural language queries into ontological
  concepts
• Predefined queries

- User driven use cases
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Example Predefined queries
Processes
- User driven use cases
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Ontology as a guidance for navigation

• Guidance via Ontology
• Individual views to knowledge
• Dynamic views to knowledge
• Predefined queries

Processes
- User driven use cases
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Example Guidance via Ontology
Processes
- User driven use cases
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Example Dynamic views to knowledge
Processes
- User driven use cases
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Community of knowledge sharing

• Organizational issues
• Methodology captures users needs and integrates
  them into application assembly
• Embedded in work applications
• Ontology-based profiling

Processes
- User driven use cases
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Processes in an OnToKnowledge KM project
User-driven Knowledge Management processes

Processes
- Overall pic
Feasibility study

Supporting Knowledge Management processes
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Ontology development
ONTOLOGY

• Kickoff

Refinement
Evaluation
Maintenance
Processes

• Requirement specification
• Analyze input sources
• Develop baseline taxonomy

• Concept elicitation with domain experts
• Conceptualize and formalize
• Add relations and axioms

• Revision and expansion based on feedback
• Analyze usage patterns
• Analyze competency questions

• Manage organizational maintenance process

- Ontology
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Ontology development
Processes
- Ontology
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Ontology development
Processes
- Ontology
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Ontology refinement supported by OntoEdit

Processes
- Ontology
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Processes in an OnToKnowledge KM project
User-driven Knowledge Management processes

Processes
- Overall pic
Feasibility study

Supporting Knowledge Management processes
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Agenda

• The Knowledge Management challenge
• Processes in a KM project
• Overall picture
• Feasibility study
• User driven use cases
• Supporting use cases
• Focus ontology development
• Summary

Summary
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Tools vs. User-driven use cases
Querying the KB Navigate and browse KB Community
of knowlege sharing Push services provided to
users
Inferencing Tool Visualization Tool QL
Engine User Interface Knowledge Sharing Facility
Summary
32
Tools vs. Supporting use cases
Ontology development Annotation Maintenance Fill
Knowledge Base
Ontoedit Inferencing Tool Corporum Visualization
Tool Knowledge Sharing Facility
Summary
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Next steps

• Employment of baseline version in the set of case
  studies
• Feedback on KM guidelines

Summary