e-Catalunya: Experience report

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e-Catalunya presentation in INCoS (International Conference on Intelligent Networking and Collaborative Systems, organized by Open Catalan University (UOC)
Barcelona, november 4-6, 2009

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e-Catalunya: Experience report

  1. 1. -Catalunya Experience report Marta Continente, Marta Fernández, Jordi Graells (Generalitat de Catalunya) Josep Casanovas, Daniel Golobart, Rosa M. Martín, Lucas Ponce, Héctor Puente (UPC – Barcelona Tech) Legal notice This work is subject to a licence Attribution 3.0 of Creative Commons. Reproduction, distribution, public communication and transformation to generate a derived work is permitted, with no restrictions provided that the authors of the rights are cited (Josep Casanovas, Marta Continente, Marta Fernández, Daniel Golobart, Jordi Graells, Rosa M. Martín, Lucas Ponce, Héctor Puente). The full license can be consulted at http://creativecommons.org/licenses/by/3.0/legalcode. -Catalunya
  2. 2. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  3. 3. Introduction e-Catalunya is an initiative of the Regional Government of the Generalitat de Catalunya – in collaboration with UPC- Barcelona Tech 2004 Strategic approach to innovate eGovernment services -Catalunya
  4. 4. Global objectives boost a severe internal change management New citizen-care-centric model of eGovernment mobilize all relevant stakeholders (internal & external) -Catalunya
  5. 5. Opportunities KM & Communities of Practice (CoP) “Groups of people who share a concern or a passion for something they do and do it better as they interact regularly” Work and share together the process of innovating eGovernment services + Web 2.0 + social networks Enable connections among people across formal structures -Catalunya
  6. 6. E-Catalunya=operational platform+methodological process -Catalunya
  7. 7. e-Catalunya operational platform It’s an open source platform to support different kind of communities. -Catalunya
  8. 8. E-Catalunya methodology Communities of Practice (CoP) Community Managers, responsible for catalyzing each CoP Sustained training and competence growth support to all community managers and members of each CoP CoP evolution model, each CoP evolves through a sequence of maturity process Online interaction, supported by reliable technology Open dissemination policy Metrics methodology Reactive accompanying measures: organizational support, best practices conferences, leader's visibility Proactive accompanying measures: advice on strategic alignment, incentives to participants, involvement of external experts -Catalunya
  9. 9. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  10. 10. Platform structure Each portal may contain a hierarchy of groups/subgroups, with an unlimited number of levels inside. Users register to portals and groups within them Users interact using collaboration tools at portal & group scope -Catalunya Portal Portal Portal group group group group group group group group group -Catalunya
  11. 11. User roles Registered users play different roles at different scopes: – At portal scope: member / moderator / administrator – At group scope: member / moderator / administrator Unregistered users – guest Global platform administrator -Catalunya
  12. 12. Privacy Privacy settings – portal scope • public or private (guests allowed or only portal members) – group scope • public (for people with access to the portal) • private (only for group members) – collaboration tool scope (different privacy settings to determine who can read or contribute). -Catalunya
  13. 13. web 2.0 collaboration tools blog calendar file repository photoalbum forum mailroom wiki mailing list -Catalunya
  14. 14. Collaboration tools & user roles web 2.0 collaboration tools are associated to groups, portals or members Tool behavior can be configured based on roles with a wide range of options. Middleware – Enables collaboration tools to behave according to user roles. – Full look & feel integration of collaboration tools – Allows ampliation to new tools -Catalunya
  15. 15. Collaboration tools(I) Blog – “diary” alike tool – typically configured to allow members to post new articles and comments. Mailing list – email based group messaging tool (with archive) that uses sympa open source package as list manager. – lists are created and configured to be restricted to group members. Calendar – activity scheduling and announcing. – Map integration – They can be configured to allow members to publish new activities (without moderation), introduce comments to activities, etc. -Catalunya
  16. 16. Collaboration tools(II) File repository – file sharing , uploading and downloading files. – possibility to add descriptions, keywords and comments to existing files. – Supports a very granular permission system for operations on files and folders. Photo Album: Image sharing tool – image sharing , album management, uploading and downloading images – possibility to add descriptions, keywords and comments to existing images. Forum: – Popular discussion web tool based on PHPBB. It may be moderated. -Catalunya
  17. 17. Collaboration tools(III) Wiki – Popular collaborative web-content publishing tool. – It is normally used for collaborative editing – It supports file attachments, user comments and a record/log of the different document releases. Mailroom – It is a survey engine that allows administrators to set up different kind of surveys in order to gather information in brief from portal users or the general public using made-to-measure questionnaires. – It may be used for carrying out opinion surveys or reaching a broadly agreed decision through votes cast by users. -Catalunya
  18. 18. Web 2.0 experience User driven content classification, evaluation and recommendation – Tagging – “I like it” – Mail based content recomendation – Comments -Catalunya
  19. 19. Indexation Collaboration tools and their contents are indexed using «Lucene». Searching: – simple or advanced – search results are filtered depending on users' permissions. The list of new contents or posts is also obtained from the index. – special news sections (at home page, initial group page, etc.) – news alerts via email – news feed (RSS). Most common words -Catalunya
  20. 20. Social networking e-Catalunya is a place to keep in contact and meet new people Profile & contacts management – Users can create and manage their own profiles. – Users can manage their contacts, that is people they know and with whom they have a special trust relation Members directory Social network functionalities -Catalunya
  21. 21. Members Directory It’s easy to find people, see who is online or examine their profile -Catalunya
  22. 22. Social network: based on user’s contacts I can establish direct contacts with other members and explore my social network… -Catalunya
  23. 23. Knowledge network: Based on the analysis of users activities. I can find people similar to me and get recommendations of documents -Catalunya
  24. 24. Administrative tools -Catalunya
  25. 25. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  26. 26. Architecture Ad-hoc specific development under GPL license Open source – PhpBB (forums) – Mantis (bug tracker) – Lucene (search engine) – Sympa (email lists) – JOSSO (SSO) – eXo platform (portlet container) -Catalunya
  27. 27. Technological platform e-Catalunya is a shared service platform Scalability (to accommodate CoP growth) Security, reliability (24x7) It’s running on the corporate data centre -Catalunya
  28. 28. Software evolution Continuous improvement – Yearly roadmap – Releases every 4 months to add new functionalities identified by members of all the CoPs or eCatalunya management board. Next steps: – Usage and integration with other popular social network platforms – using SaaS (Software as a Service), cloud computing and federated authentication. – Widget technology to export contents. – … -Catalunya
  29. 29. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  30. 30. e-Catalunya communities Professionals from – the Catalan health system – supporting start-ups – assisting the work of collectives dedicated to prevention of gender-based violence – supporting innovation projects – social family workers – … and other collectives in the Catalan public administration Also used by citizens interested in debates opened by these collectives. -Catalunya
  31. 31. Family mediators Family mediators: Members are mainly independent professionals that collaborate with the Justice administration in family mediation processes (a form of alternative dispute resolution). -Catalunya
  32. 32. Family mediators Members use blogs to analyze and discuss news related to their profession. They also announce activities related to their work. They use mailing list to distribute weekly newsletters. Impact – knowledge sharing and access improvement – reduced isolation between professionals. – It has reduced the need for personal meetings, thus reducing mobility needs – Also, less knowledge is lost while professionals retire, as their knowledge is introduced and thus kept in the platform. – Allow all stakeholders to participate in each mediation process, no matter how far they are. -Catalunya
  33. 33. Prevention of gender-based violence between the youth An open portal to everybody interested in this issue. Using the wiki tool we are building in collaborative way a resource directory related with our work -Catalunya
  34. 34. Barris amb projectes: a community (800 members) of professionals that share best practices in the Catalan Integral improvement program for neighborhoods (urbanism, housing, immigration, etc). -Catalunya
  35. 35. 61 portals, 1.387 groups or CoP, 17.906 members (4 Nov 2009) -Catalunya
  36. 36. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  37. 37. Law compliance The platform has to comply with the personal data protection Spanish law. – Nowadays the e-Catalunya platform is prepared to protect basic personal information. Security measures: • firewalls, intrusion detection systems, system update policies, SSL, application security review, HTML filtering Users also have to comply with laws governing industrial and intellectual property. – whenever a new content is uploaded to the platform they have to explicitly indicate they hold the rights to do that. The legal notice must be explicitly accepted by every new user before becoming member of the platform Accessibility compliance with WAI AA -Catalunya
  38. 38. Training & users support Contextual online help Specific training support for beginners -Catalunya
  39. 39. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  40. 40. Benefits for CoP Efficiency: ubiquitous & asynchronous interaction Community building: less isolation Best practices: standarized, documented praxis Overcome organizational hierarchies Collaborative learning Improved civil servant satisfaction and commitment -Catalunya
  41. 41. e-Catalunya: lessons learned Leadership and specific methodologies are needed to be successful: Role of administrators and moderators is essential Choose CoP with real participation needs -Catalunya
  42. 42. Conclusions It is an innovative e-governance service that has been successfully used to encourage CoP of the Generalitat de Catalunya in order to achieve an Open Government – with more effectiveness, efficiency, transparency, collaboration, participation and co-responsibility. The platform combines different web 2.0 tools to satisfy the different needs of every single community. Technology is not a barrier but it’s not enough. -Catalunya
  43. 43. -Catalunya Questions ? http://ecatalunya.gencat.cat/quecat Legal notice This work is subject to a licence Attribution 3.0 of Creative Commons. Reproduction, distribution, public communication and transformation to generate a derived work is permitted, with no restrictions provided that the authors of the rights are cited (Josep Casanovas, Marta Continente, Marta Fernández, Daniel Golobart, Jordi Graells, Rosa M. Martín, Lucas Ponce, Héctor Puente). The full license can be consulted at http://creativecommons.org/licenses/by/3.0/legalcode. -Catalunya

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