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Information and Knowledge Services:  Finding Structure in Complexity Albert Simard presented to  GTEC   Ottawa, ON, Oct. 23, 2006
An opening thought… “ One of the saddest features of the real world is that goods do not spontaneously present themselves for distribution”   The Economist (Nov. 5, 1994)
NRCan Knowledge Services Task Group Mandate “ Examine the nature of science-related programs in Natural Resources Canada, describe appropriate elements in the context of Government of Canada Service Transformation, and submit a report.” Background Understanding Knowledge Services NRCan (2006)
Orders of Knowledge   Adapted from Snowden (2002) Background 1. Routine ,[object Object],[object Object],[object Object],2. Specialized ,[object Object],[object Object],[object Object],3. Complex ,[object Object],[object Object],[object Object],4. Chaotic ,[object Object],[object Object],[object Object]
A Business Perspective ,[object Object],[object Object],[object Object],[object Object],Adapted from Kaplan and Norton (2004) Background
Outline ,[object Object],[object Object],[object Object],[object Object]
What is Content ? ,[object Object],[object Object],[object Object],[object Object],Services
Content Value Chain “ Flow of content through sequential stages, each of which changes its form and increases its usefulness and value.”   (NRCan, 2006) “ Embedded value in the form of the message or signal contained within all elements of the content value chain.” Services Objects Data Information Knowledge Wisdom
Knowledge Services Services Direction Plans Operations Positions Coordination Accomplishments Answers Advice Teaching Facilitation Support Laboratory Database Scientific article Technical report Outreach material Geospatial products Statistical products Standards Policies Regulations Systems Devices Objects Data Information Knowledge  Wisdom Solutions Services Products Content
Service Value Chain 1.  2.  3.  4.  5.  6.  7.  8.  9. Services Use Internally Use Professionally Use Personally Generate Transform Add Value Transfer Evaluate Manage Extract Advance Embed Legend Organization Sector / Society
Knowledge Services  - Stages ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Services
Knowledge Market  Services (Performance / Supply) (Market / Demand) 6. Add Value 7. Use Professionally 8. Use Personally Evaluate Natural   Resources Forestry Metals & Minerals Earth   Sciences Energy 1. Generate 2. Transform 3. Enable 4. Use   Internally 5. Transfer Organization
Outline ,[object Object],[object Object],[object Object],[object Object],..
Knowledge Services System System Indirect Outputs Sector Outcomes Canadians Intelligence Organization Mandate Body of Knowledge (Knowledge cycle) Direct Outputs Evaluators Recommendations Benefits (tertiary) (secondary) (primary) Knowledge
Knowledge Services System Structure Elements of Zachman (1992) System Component… Component f Component c Component… Component e Component b Purpose… Purpose 2 Purpose 1 Component… Component d Component a Stage 1 Stage  2 Stage … Knowledge Services Value Chain Benefits Who Work What Why
System Stages * = essential System Organization Society / Nature Interme-diaries Add Value Enhanced Outputs Developers Transform Products / Services Users Use Internally  Solutions Evaluators Evaluate Performance/ Markets Recommend Clients Use Profession-ally Outcomes / Societal B. Canadians Use Personally  Personal Benefits Originators Generate Content * Providers Transact / Transfer Outputs Knowledge * Other Services Lost Managers Preserve / Enable Existing / Available Inventory *
Management Sub-System System to   Content from   Production Existing Inventory Managers Lost Value Preserve Enable Accessible Inventory Organization Mandate to   Sharing
Manage Content System Existing: Content Products Services Accessible: Content Products Services Establish programs Implement  programs Persevere Manage: IT infrastructure libraries collections data records information knowledge Inventory Prioritize Capture Record Organize Store Senior manager Manager IT manager Champion Curator Data manager Information manager Knowledge manager Inventory Enable Preserve Managers
Services System - Attributes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Services
Outline ,[object Object],[object Object],[object Object],[object Object]
What is a Framework? “ Structural outline of the components of an organization, system, or process and the relationships among them.” Dimensions Understanding Knowledge Services NRCan (2006)
Why a Framework? ,[object Object],[object Object],[object Object],[object Object],[object Object],Dimensions
Framework Dimensions Content Service Scale Infrastructure Dimensions
Scale   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Dimensions Content / Services
Management Infrastructure Dimensions ,[object Object],[object Object],[object Object],[object Object],Processes ,[object Object],[object Object],[object Object],[object Object],People ,[object Object],[object Object],[object Object],[object Object],Organization Content,  Services Technology ,[object Object],[object Object],[object Object],[object Object],[object Object]
Content Focus   Dimensions Policy Executive Operational Statistics Communication Science C Industry
Service Focus Dimensions S 1.  2.  3.  4.  5.  6.  7.  8.  9. Use Internally Use Professionally Use Personally Generate Transform Add Value Transfer Evaluate Manage Organization Sector / Society
Primary Dimension ? Infrastructure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Scale Cost of running the business Investing in the business Dimensions
Services Framework - Attributes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Dimensions
Outline ,[object Object],[object Object],[object Object],[object Object]
Service Framework   Framework Information Services System Model Serviced-Based Framework Management Plans Programs Content Strategy Business Mandate Business Model Establishment Direction Priorities Organization  (implement) People  (culture change) Process  (inventories) Technology  (systems) DM / IM / KM /  RM / Lib. / Coll. Recommendations Direction Coordination Reports
Important Questions Framework Access Interoperability Privacy Security Information Rights Reach Richness Communication Strategy Knowledge Markets Role, Approach
Organizational Role in Knowledge Markets? ,[object Object],[object Object],[object Object],Framework
Approach to knowledge markets? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Framework
Information Rights and Policies Government of Canada Framework Mandate Information Rights Information Policies Management Plans Programs Content Strategy Business Serviced-Based Framework Service Vision
Distribution of outputs among user groups?   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Framework
Richness Spectrum – Transfer & Use Framework Rich Reach Forms Self-help  Consultation Specification Paper Conversation Transfer All residents Canadians Practitioner Intermediary Knowledge Other service Service Destination Transaction Fool-proof Mandatory Interests Popular Simplified Management Professional Specialized Enhance Complicated Technical Research Conceptual Complex Particular Complex Unique Example of Use Content Difficulty  Region
Richness Spectrum - Processes Framework Distribution Interaction High Low Rich Reach Middle
Richness Spectrum – Interaction & Distribution Framework Reach Rich Provide Advertise Explain Promote Support Intervene Interaction Common Mass All Mandatory Standards Categories Many Simplified Domain Sector Some Specialized Specification Tailored Few Technical Formats Specialized Few Complex None Customized One Unique Architecture Market Segment Audience Size Region
Audience Characteristics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Framework
Channels ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Framework How will outputs and services be provided? One way or many? Push or pull? Synchronous or asynchronous?
Why a Service Framework? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],IM should be more successful with a service focus! Framework
A Final Thought… “ The first task of any theory is to clarify terms and concepts that are confused… Only after agreement has been reached regarding terms and concepts can we hope to consider the issues easily and clearly and expect to share the same viewpoint.” Karl Von Clausewitz (1780-1831)

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Information and Knowledge Services: finding Structure in Complexity

  • 1. Information and Knowledge Services: Finding Structure in Complexity Albert Simard presented to GTEC Ottawa, ON, Oct. 23, 2006
  • 2. An opening thought… “ One of the saddest features of the real world is that goods do not spontaneously present themselves for distribution” The Economist (Nov. 5, 1994)
  • 3. NRCan Knowledge Services Task Group Mandate “ Examine the nature of science-related programs in Natural Resources Canada, describe appropriate elements in the context of Government of Canada Service Transformation, and submit a report.” Background Understanding Knowledge Services NRCan (2006)
  • 4.
  • 5.
  • 6.
  • 7.
  • 8. Content Value Chain “ Flow of content through sequential stages, each of which changes its form and increases its usefulness and value.” (NRCan, 2006) “ Embedded value in the form of the message or signal contained within all elements of the content value chain.” Services Objects Data Information Knowledge Wisdom
  • 9. Knowledge Services Services Direction Plans Operations Positions Coordination Accomplishments Answers Advice Teaching Facilitation Support Laboratory Database Scientific article Technical report Outreach material Geospatial products Statistical products Standards Policies Regulations Systems Devices Objects Data Information Knowledge Wisdom Solutions Services Products Content
  • 10. Service Value Chain 1. 2. 3. 4. 5. 6. 7. 8. 9. Services Use Internally Use Professionally Use Personally Generate Transform Add Value Transfer Evaluate Manage Extract Advance Embed Legend Organization Sector / Society
  • 11.
  • 12. Knowledge Market Services (Performance / Supply) (Market / Demand) 6. Add Value 7. Use Professionally 8. Use Personally Evaluate Natural Resources Forestry Metals & Minerals Earth Sciences Energy 1. Generate 2. Transform 3. Enable 4. Use Internally 5. Transfer Organization
  • 13.
  • 14. Knowledge Services System System Indirect Outputs Sector Outcomes Canadians Intelligence Organization Mandate Body of Knowledge (Knowledge cycle) Direct Outputs Evaluators Recommendations Benefits (tertiary) (secondary) (primary) Knowledge
  • 15. Knowledge Services System Structure Elements of Zachman (1992) System Component… Component f Component c Component… Component e Component b Purpose… Purpose 2 Purpose 1 Component… Component d Component a Stage 1 Stage 2 Stage … Knowledge Services Value Chain Benefits Who Work What Why
  • 16. System Stages * = essential System Organization Society / Nature Interme-diaries Add Value Enhanced Outputs Developers Transform Products / Services Users Use Internally Solutions Evaluators Evaluate Performance/ Markets Recommend Clients Use Profession-ally Outcomes / Societal B. Canadians Use Personally Personal Benefits Originators Generate Content * Providers Transact / Transfer Outputs Knowledge * Other Services Lost Managers Preserve / Enable Existing / Available Inventory *
  • 17. Management Sub-System System to Content from Production Existing Inventory Managers Lost Value Preserve Enable Accessible Inventory Organization Mandate to Sharing
  • 18. Manage Content System Existing: Content Products Services Accessible: Content Products Services Establish programs Implement programs Persevere Manage: IT infrastructure libraries collections data records information knowledge Inventory Prioritize Capture Record Organize Store Senior manager Manager IT manager Champion Curator Data manager Information manager Knowledge manager Inventory Enable Preserve Managers
  • 19.
  • 20.
  • 21. What is a Framework? “ Structural outline of the components of an organization, system, or process and the relationships among them.” Dimensions Understanding Knowledge Services NRCan (2006)
  • 22.
  • 23. Framework Dimensions Content Service Scale Infrastructure Dimensions
  • 24.
  • 25.
  • 26. Content Focus Dimensions Policy Executive Operational Statistics Communication Science C Industry
  • 27. Service Focus Dimensions S 1. 2. 3. 4. 5. 6. 7. 8. 9. Use Internally Use Professionally Use Personally Generate Transform Add Value Transfer Evaluate Manage Organization Sector / Society
  • 28.
  • 29.
  • 30.
  • 31. Service Framework Framework Information Services System Model Serviced-Based Framework Management Plans Programs Content Strategy Business Mandate Business Model Establishment Direction Priorities Organization (implement) People (culture change) Process (inventories) Technology (systems) DM / IM / KM / RM / Lib. / Coll. Recommendations Direction Coordination Reports
  • 32. Important Questions Framework Access Interoperability Privacy Security Information Rights Reach Richness Communication Strategy Knowledge Markets Role, Approach
  • 33.
  • 34.
  • 35. Information Rights and Policies Government of Canada Framework Mandate Information Rights Information Policies Management Plans Programs Content Strategy Business Serviced-Based Framework Service Vision
  • 36.
  • 37. Richness Spectrum – Transfer & Use Framework Rich Reach Forms Self-help Consultation Specification Paper Conversation Transfer All residents Canadians Practitioner Intermediary Knowledge Other service Service Destination Transaction Fool-proof Mandatory Interests Popular Simplified Management Professional Specialized Enhance Complicated Technical Research Conceptual Complex Particular Complex Unique Example of Use Content Difficulty Region
  • 38. Richness Spectrum - Processes Framework Distribution Interaction High Low Rich Reach Middle
  • 39. Richness Spectrum – Interaction & Distribution Framework Reach Rich Provide Advertise Explain Promote Support Intervene Interaction Common Mass All Mandatory Standards Categories Many Simplified Domain Sector Some Specialized Specification Tailored Few Technical Formats Specialized Few Complex None Customized One Unique Architecture Market Segment Audience Size Region
  • 40.
  • 41.
  • 42.
  • 43. A Final Thought… “ The first task of any theory is to clarify terms and concepts that are confused… Only after agreement has been reached regarding terms and concepts can we hope to consider the issues easily and clearly and expect to share the same viewpoint.” Karl Von Clausewitz (1780-1831)

Editor's Notes

  1. A Natural Resources Canada - Knowledge Services Task Group has been, in the words of Treasury Board, “wrestling with the conundrum” of understanding information and knowledge services. The Task Group was established by NRCan to try and bridge the gap between science-based departments and the Government’s Service Transformation Vision. It became apparent that the knowledge services model would be a useful framework for integrating IM, KM, IT, and several other letters in the alphabet Today, I’d like to talk about using a service approach for managing an organization’s content.