knowledge management status report to era project team · knowledge management status report to era...
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27 February 2003 Richard W. Morris <[email protected]> 1
Knowledge ManagementStatus Report to eRA Project Team
Transition to Pre-Production Phase
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27 February 2003 Richard W. Morris <[email protected]> 2
Life Cycle of Disruptive TechnologiesGOAL: DEMONSTRATION
STAGE 1
DRIVER: CONCEPT
GOAL: MATURITY / DIFFUSION
STAGE 3
DRIVER: COMPETITION
GOAL: NICHE APPLICATIONS
STAGE 2
DRIVER: TRUE BELIEVERS
Myers, et al “Practitioner’s View: Evolutionary Stages of Disruptive Technologies”; IEEE Transactions, v. 49, no. 4, Nov. 2002
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27 February 2003 Richard W. Morris <[email protected]> 3
Aims Today
1. Where we have been.
2. Where we are going.
3. How we’ll get there (if we answer a few questions).
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27 February 2003 Richard W. Morris <[email protected]> 5
Concept Phase
pre-production phaseconceptual phase
-
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
system requirements
functionalrequirements
design phase
Source: Management of Systems Engineering, Wilton P. Chase
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27 February 2003 Richard W. Morris <[email protected]> 6
Conceptual Phase
system requirements
MITRETEKconceptual phase
-
functionalrequirements
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
Source: Management of Systems Engineering, Wilton P. Chase
collexis
semio
stratify
inxight
i411
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27 February 2003 Richard W. Morris <[email protected]> 7
Design Phase
pre-production phaseconceptual phase
-
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
system requirements
functionalrequirements
design phase
Source: Management of Systems Engineering, Wilton P. Chase
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27 February 2003 Richard W. Morris <[email protected]> 8
Design Phase
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
system requirements
functionalrequirements
conceptual phase
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
Pilot #2: reviewer selection
Pilot #1: situational awareness
design phase
Source: Management of Systems Engineering, Wilton P. Chase
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27 February 2003 Richard W. Morris <[email protected]> 9
Project Management Plan
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
-
system requirements
functionalrequirements
conceptual phase pre-production phase
design phase
Dec. 1, 2002 Feb. 1, 2003 Sept. 1, 2003
Source: Management of Systems Engineering, Wilton P. Chase
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27 February 2003 Richard W. Morris <[email protected]> 10
Next Steps: Pre-Production
pre-production phaseconceptual phase
-
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
system requirements
functionalrequirements
design phase
Source: Management of Systems Engineering, Wilton P. Chase
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27 February 2003 Richard W. Morris <[email protected]> 14
Metrics for GRSEstimated Benefits•Reduced cycle time•Improved quality and consistency of referrals•Time saved by the organization
Methods Used•Sampling•Survey•Interviews•Internal Logs
Key Measures Key Outputs Key Outcomes System Performance
• Recall • Precision • Reviewer Selection • System Response time • Scalability
o Number of research proposals
o Number of reviewers • Institute Routing
• Time spent “selecting” candidate reviewers
• Time spent “screening” candidate reviewers
• Number of conflicts identified • Percentage of candidate
reviewers chosen • Percentage of correct institute
routing
• User satisfaction • Time saved by the organization
in “selecting” and “screening” candidate reviewers
• Savings or improvements in organizational quality and efficiency
• Time saved in institute routing
System Usage
• System down time • Scalability
o Number of users o Frequency of use
• User Feedback (real-time) • Usability survey (time-lag) • Training time /learning curve
• Usefulness survey • Feedback results • Duration of learning curve • Duration of training time
• User satisfaction • Savings or improvements in
organizational quality and efficiency
• Time saved by the organization • Reduced training time or
learning curve System Operation & Maintenance
• Frequency of Updates • System Downtime • Help Desk Support
• Number of Help Desk support requests
• User satisfaction • Reallocation of Help Desk
resources • Recency of Information
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27 February 2003 Richard W. Morris <[email protected]> 15
Metrics for GTSEstimated Benefits•Situational Awareness•Discovery of Patterns and Trends•Informed Decision Making•Time saved by the organization
Methods Used•Sampling•Survey•Interviews•Internal Logs
Key Measures Key Outputs Key Outcomes System Performance
• System Response time • Scalability - Number of research
proposals • Proposal Analysis
• Time spent in understanding proposals
• Time spent in analyzing and identifying relationships among concepts
• Percentage of successful document categorization
• Time spent in analyzing and identifying distributions
• User satisfaction • Time saved by the
organization • Awareness of relationships
among proposals • Improvements in document
categorization • Visual awareness of
distributions, patterns and trends
System Usage
• System down time • Scalability
o Number of users o Frequency of use
• User Feedback (real-time) • Usability survey (time-lag) • Training time /learning curve
• Usefulness survey • Feedback results • Duration of learning curve • Duration of training time
• User satisfaction • Savings or improvements in
organizational quality and efficiency
• Time and reduced cost saved by the organization
• Reduced training time or learning curve
• Visual identification of concept relationships
System Operation & Maintenance
• Frequency of Updates • System Downtime • Help Desk Support
• Number of Help Desk support requests
• User satisfaction • Reallocation of Help Desk
resources
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27 February 2003 Richard W. Morris <[email protected]> 16
How we’ll get there.
1. Understand impact of disruptive technologies.
2. Use KM to align workflows and data flows.
3. Answer the hard, but practical questions.
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27 February 2003 Richard W. Morris <[email protected]> 17
Life Cycle of Disruptive TechnologiesGOAL: DEMONSTRATION
STAGE 1
DRIVER: CONCEPT
GOAL: MATURITY / DIFFUSION
STAGE 3
DRIVER: COMPETITION
GOAL: NICHE APPLICATIONS
STAGE 2
DRIVER: TRUE BELIEVERS
Myers, et al “Practitioner’s View: Evolutionary Stages of Disruptive Technologies”; IEEE Transactions, v. 49, no. 4, Nov. 2002
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27 February 2003 Richard W. Morris <[email protected]> 18
workflows
managecaptureinputs release outputs
display
data
docs
data
docs
disks
decisions decisions
taskstasks
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27 February 2003 Richard W. Morris <[email protected]> 19
data flows
store
managecaptureinputs release outputs
process process
extract/mergeprep/input collate/sort
display
data
docs
data
docs
disks
decisions decisions
taskstasks
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27 February 2003 Richard W. Morris <[email protected]> 20
KEY QUESTIONS
• Do we have a credible means of verifying best practices?
• Do we have baselines and are we ready impacts? Assessment• Is the XML corpus ready? (If so, when and where?)
• Do we have the needed data sets?Inputs• Does the contractor have the resources and skillsets?
• Do we have the staff to manage and oversee the project?Staff• Does the contractor have needed resources / skillsets?
• Do we have staff to manage and oversee the project?Management• Do we have funds / plan for a full-scale implementation?
• Do we have Phase 2 funds — for pre-production piloting?Budget• Do we have the pilot sites identified, with buy-in?
• Is the organization ready?Readiness
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27 February 2003 Richard W. Morris <[email protected]> 21
IC of the Future
IC of the future must serve theneeds of several end-users:
– experimental biologists,– clinical researchers,– science administrators, and– even public health officials.
Biology today is quantitative;it depends on computers for the– production,– analysis, and– management of scientific data.
SJ Wiback and BO Palsson Biophysical Journal, 8:2002
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27 February 2003 Richard W. Morris <[email protected]> 23
Expanded NIH KM OverviewAssisted Specialized Taxonomy Generation
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27 February 2003 Richard W. Morris <[email protected]> 24
Expanded NIH KM OverviewResearch Proposal Archiving & Collaborative Resources
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27 February 2003 Richard W. Morris <[email protected]> 25
project plan
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
system requirements
functionalrequirements
conceptual phase pre-production phase
design phase
Source: Management of Systems Engineering, Wilton P. Chase
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27 February 2003 Richard W. Morris <[email protected]> 26
PM plan
performancerequirements
detaileddesign
pre-production phaseconceptual phase
-
build / testprototype
assessresults
modify(produce)
system requirements
functionalrequirements
design phase
internal leadership end-userSource: Management of Systems Engineering, Wilton P. Chase
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27 February 2003 Richard W. Morris <[email protected]> 27
KM Project Overview
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
system requirements
functionalrequirements
conceptual phase (pre-)production phase
design phase
Source: Management of Systems Engineering, Wilton P. Chase
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27 February 2003 Richard W. Morris <[email protected]> 28
Conceptual Phase
system requirements
functionalrequirements
performancerequirements
detaileddesign
build / testprototype
assessresults
modify(produce)
-
Pilot #1: situational awareness
Source: Management of Systems Engineering, Wilton P. Chase
collexis
semio
stratify
inxight
i411
Pilot #2: reviewer selectionMITRETEK
conceptual phase