OTHER KNOWLEDGE CAPTURE TECHNIQUES Lecture Five

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Transcript OTHER KNOWLEDGE CAPTURE TECHNIQUES Lecture Five

OTHER KNOWLEDGE CAPTURE TECHNIQUES

Lecture Five

(Chapter 5, Notes; Chapter 6, Textbook)

Chapter 5: Some Knowledge Capturing Techniques

Review of Lecture 4

 The Knowledge Capture Process

 Single vs. Multiple Experts (Pros and Cons)  Interview As Knowledge Capture Tool  Sources of Errors and Problems in Interview 5-2

Chapter 5: Some Knowledge Capturing Techniques

Other Techniques

 On-site Observation (

Action Protocol

)  Brainstorming (

Conventional & Electronic

)  Consensus Decision Making  Nominal Group Technique  Delphi Method  Repertory Grid  Concept Mapping  Blackboarding 5-3

Chapter 5: Some Knowledge Capturing Techniques

On-Site Observation

 Process of observing, interpreting, and recording expert’s problem-solving behaviour as it takes place  Places the knowledge developer closer to the actual steps and procedures used by the experts 5-4

Chapter 5: Some Knowledge Capturing Techniques

On-Site Observation (cont)

Problems:

 Some experts do not like to be observed  Reactions from peers during observation can be distracting  Accuracy or completeness of captured knowledge weakened by

time gap

between observation and recording 5-5

Chapter 5: Some Knowledge Capturing Techniques

Brainstorming

 An unstructured, consensus based approach to generating ideas about a problem  Suitable for multiple experts  All possible solutions considered equally  Goal is to foster the frequency of responses during the session  Conclude by idea evaluation 5-6

Chapter 5: Some Knowledge Capturing Techniques

Role of Knowledge Developer in Brainstorming Session

 Introduce and coordinate the brainstorming session  Give experts a problem to consider  Prompt experts to generate ideas  Watch for signs of convergence  Call for a vote to reach agreement 5-7

Chapter 5: Some Knowledge Capturing Techniques

Electronic Brainstorming

 Computer-aided approach to brainstorming  Promote instant exchange of ideas between experts  Require a pre-session plan to identify objectives and structures the agenda  Anonymity reduces effects of shyness, etc.

 Shorter meeting with concise recommendations 5-8

Chapter 5: Some Knowledge Capturing Techniques

Electronic Brainstorming (Ex.)

 An example of a software supporting E brainstorming  A session can present a number of electronic sheets to collect ideas from the participants. 5-9

Chapter 5: Some Knowledge Capturing Techniques

Electronic Brainstorming (Ex.)

 Participants enter ideas in one sheet while reading ideas that have already been entered.  Knowledge developer provides guidance on exactly how this activity will function.

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Chapter 5: Some Knowledge Capturing Techniques

Protocol Analysis

 Think-aloud approach  Expert verbalizes while going through a problem solution  Protocols are recorded and analyzed  Knowledge developer does not interfere in the solving process  Structuring of recorded information occurs when knowledge developer analyzes the protocols.

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Chapter 5: Some Knowledge Capturing Techniques

Consensus Decision Making

 Consensus is a process for group decision-making  Input of all participants are gathered and synthesized to arrive at a final decision, that is acceptable to all  Through consensus, not only achieve better solutions, but also promote community and trust  As a tool, it follows brainstorming 5-12

Chapter 5: Some Knowledge Capturing Techniques

Consensus Procedure (Steps 1-4)

 A proposal for resolution is put forward  Amend and modify proposal through discussion  Those participants who disagree with the proposal have the responsibility to put forward alternative proposals  The one who put forward the proposal, with help of facilitator, can choose to withdraw proposal if seems to be dead end.

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Chapter 5: Some Knowledge Capturing Techniques

Consensus Procedure (Steps 5-8)

 When a proposal seems to be well understood and no new changes asked for, the facilitator confirm any objections  If no objections, the facilitator can call for consensus  If there are still no objections, then after a moment of silence, you have the decision  If consensus appears to have reached, the facilitator repeats the decision so everyone is clear 5-14

Chapter 5: Some Knowledge Capturing Techniques

Nominal Group Technique (NGT)

 An idea writing technique  A structured variation of small group discussion method  Prevents the domination by a single expert  Encourages the more passive experts to participate  Results in a set of prioritized solutions or recommendations NWRI-USA  2003 5-15

Chapter 5: Some Knowledge Capturing Techniques

NGT (Steps 1-4)

 Divide the people present into small groups of 5 or 6 members, sitting around a table  State an open ended question (“What are some ways we could encourage people to car pool?”)  Have each Person spend several minutes in silence individually brainstorming all possible ideas and write these ideas down  Have each group, collect the ideas by sharing them in a round-robin fashion, while recording them on a flipchart 5-16

Chapter 5: Some Knowledge Capturing Techniques

NGT (Steps 5-7)

 Have each Person evaluate the ideas and

anonymously

vote for the best ones (e.g., best idea gets 8 points, next best 7 points, third best 6 points, etc)  Share votes within the group and tabulate. A

group report is prepared showing the ideas

having most points.

 Allow time for brief group presentations on their solutions.

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Chapter 5: Some Knowledge Capturing Techniques

NGT (Advantages)

 Effective in minimizing differences in status among multiple experts  Each expert has an equal chance to express ideas in parallel with other experts in the group(s)  With the discussion proceeds in controlled order, it can be more efficient and productive than brainstorming 5-18

Chapter 5: Some Knowledge Capturing Techniques

NGT (Drawbacks)

 Technique can be time consuming  Could promote impatience among experts who must listen to discussions with other experts  With multiple experts sharing expertise, a cause of difficulty in adopting the best solution 5-19

Chapter 5: Some Knowledge Capturing Techniques

Delphi Method

 A survey of experts  A series of questionnaires developed to pool experts’ responses in solving a difficult problem  Each expert’s contributions shared with rest of experts by using results of one questionnaire to construct the next questionnaire 5-20

Chapter 5: Some Knowledge Capturing Techniques

Delphi Method (Pros and Cons)

Pros

 Anonymous response  Controlled feedback  Statistical group response

Cons

 Poorly designed questionnaire can be ineffective in capturing the complexity of the problem domain  Experts may lack complete knowledge to base their answers 5-21

Chapter 5: Some Knowledge Capturing Techniques

The Repertory Grid

 An expert conceptualizes the problem using his or her own model  Grid used to facilitate the capture and evaluation of the expert’s model  A representation of the experts’ reasoning about a particular problem  A grid can be a scale or a bipolar construct on which elements are placed within gradations 5-22

Chapter 5: Some Knowledge Capturing Techniques Job Interview Rating Repertory Grid (Example)

Construct T1 T2 T3 T4 T5 T6 A. Inexperience B. Academically Ill-qualified C. Poor Appearance D. Not punctual 2 3 2 E. Introverted 3 2 Dixie John Barry Curt Lester Joanne 3 1 2 3 3 1 2 1 2 2 1 1 2 3 2 1 1 1 1 1 1 3 3 1 1 Scale: 1 to 3

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Chapter 5: Some Knowledge Capturing Techniques

The Repertory Grid (Pros and Cons)

 Benefit: may prompt the expert to think more concretely about the problem and how to solve it.

 Drawback: difficult to manage when large grids are accompanied by complex details  Because of complexity and manageability, the tool is

normally used in the early stages of knowledge capture

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Chapter 5: Some Knowledge Capturing Techniques

Concept Mapping

 A network of concepts, consisting of nodes and links  A node represents a concept and a link represents the relationship between concepts.  An effective approach for:  design a complex structure (Web sites)  generate or communicate ideas (e.g., during brainstorming)  diagnose misunderstanding 5-25

Chapter 5: Some Knowledge Capturing Techniques

Concept Map - A Simple Example

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Chapter 5: Some Knowledge Capturing Techniques

Steps in Concept Mapping

1 Preparation of Project Participants, focus, schedule 6 Utilization 5 Interpretation (cluster analysis) STEPS IN CONCEPT MAPPING 4 Representation 2 Idea Generation (focus for brainstorming) 3 Idea Structuring (sorting/rating statements)

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Chapter 5: Some Knowledge Capturing Techniques

Concept Map on Pathogens

A

pathogen ,

commonly known as germ, is a biological agent that causes disease to its host. 5-28

Chapter 5: Some Knowledge Capturing Techniques

Blackboarding (Groupware)

 Participants are assumed experts with unique experience  Each expert has equal chance to contribute to the solution via the blackboard  Process continues until the problem has been solved Join Information Technologies  2003 5-29

Chapter 5: Some Knowledge Capturing Techniques

Blackboarding (Characteristics)

 Participants share a common protocol for interaction  Organized participation  Iterative approach to problem solving  Flexible representation of information  Efficient storage and location of information 5-30

Chapter 5: Some Knowledge Capturing Techniques

End of Lecture Five

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Chapter 5: Some Knowledge Capturing Techniques

Three important steps

 Use an appropriate tool or technique to elicit information from the expert  Interpret the information and infer the expert’s knowledge and reasoning process  Use the interpretation to build rules that represent expert’s solutions 5-32

Chapter 5: Some Knowledge Capturing Techniques

Voting in each group

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