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Mobilizing Knowledge:
   Acquisition, Analysis,
   and Action

     Albert Simard
  Defence R&D Canada
    Canadian Knowledge
     Mobilization Forum
Ottawa, ON. June 19-20, 2012
Knowledge Work, Services,
    and Architecture


                         Knowledge
    Unstructured         Work



    Semi-
    structured     Knowledge Services


    Structured     Service Architecture


2
Organizational Knowledge Flow




     Creation           Validation




3    Authorization     Organization
Knowledge Management

       Transfer                                      National Defence,
                            Markets
                                                     National Security,
                                                     Public Safety
                    Work       Application

                                   Creation
              Collaboration                                Defence
                                                           R&D
                                        Flow               Canada
                  Sharing


                  Assets                     Stock


              Infrastructure                   Resources     Government

4
DRDC Knowledge Work
    Inputs             Transformation    Output

    Governance             Programs        Report     DND

           (management)    Services
                           Acquire
    Monitoring                          Integration
                 (R & D)   Create
    Intelligence                        Innovation
                           Develop




                                                      Clients
    Needs                                Mitigation
                           Mobilize
    Priorities                             Advice
                           Learn
    Establishment                       Adaptation

5
Three Similar Processes

     Intelligence: Discover and                Acquire
      analyze external content to
      identify a pattern or trend.
      (trolling, specific)
     Mobilization: Compile and
      synthesize selected content
      to address an issue.            Analyze
      (targeted, complex)
    • Integration: Collect and
      combine diverse content into
      a unified whole. (processing,               Act
      technical)

6
Core Model

                                     Who       Need
                                               (Why)

      Schedule
      No schedule
                         When
                                     Work     Service
                                     (What)   (How)
      Real space
      Cyberspace
                         Where

                             Input            Output



    Zachman (1987)
    Rudyard Kipling (1902)
7
Monitoring the Environment
                                                                    search
    Work                                       Cyberspace                                      Service
                      Research                                      filter
                                                                    scan        Media
         Published                                      Monitor




                                         An
         Literature          Ac




                                               al
                                ce




                                               ys
                                  ss




                                                is
    Conferences         Atten                                      ie     w
                              d                                Rev                 Experience

                                 te                           Disc
      Communities      Participa                                         over
                                                            Re
                                           t                   c                 Individuals
      of practice
                                  ol   ici                         eiv
                                                                      e
                              S
                                       Detect
            Practitioners                                                     Ad hoc      *Web portal,
             make explicit                                         document               *Search engine,
             harvest         Capture
                                                                   harvest                *Library
                             Store                                                        analysis apps.
                                                               interface


                                               Monitoring                  Intelligence
                                               Repository
                                                                                                * Other views
8
Service Framework for Detection
    Work                    Person                    Input / Output         Services
    Monitor cyberspace      specialist, employee      downloaded content     *Web portal, AI filter,
                                                                             *Search engine
    Monitor media           communications,           published article      *Web portal, *Library,
                            specialist, employee                             scanning
    Research                researcher, analyst       identified pattern     *Data management

    Access literature       scientist, professional   published paper        *Library, indexing
                                                                             *Search engine,
    Attend conferences      scientist, professional   presentation,          *Web portal,
                                                      conversation           announcements
    Participate in          expert, professional,     dialogue,              *Web portal, access
    communities             employee                  conversation
    Solicit practitioners   representative            response               *Web portal, survey
                                                                             response template
    Review experience       participant               after-action review,   *Web portal,
                                                      lessons learned        *Collaboration site
    Discover                employee                  miscellaneous          *Social

    Receive                 sender, recipient         miscellaneous          *Web portal, *E-mail
9
Producing Intelligence
                   Work             Monitoring         Service
                cyberspace, media                  other pathways

                                                       *Sharing,
                  Corroborate                          *Web portal,
                                                       *Expertise
                  Validate                             *Collaboration
                                                       *Sharing,
                  Analyze                              analysis apps.,
                                                       *Expertise
                  Interpret
                                                       *Collaboration
                                                       template
                  Prepare                              *Office Apps.

                  Store                                interface

                Recommend
                                    Intelligence
     Decision
                                    Repository
                                                                         * Other views
10
Service Framework for Intelligence
         Work           Person             Input / Output              Services
     Corroborate   practitioner, expert   monitoring report / *Sharing, *Web portal,
                                          corroborated report *Expertise directory
     Validate      community, group       validated report      *Collaboration,
                                                                harvesting
     Analyze       analyst                quantified report     *Data management,
                                                                *Sharing, analysis,
                                                                pattern recognition,
     Interpret     subject-matter         interpreted report    *Expertise directory,
                   expert                                       *Collaboration
     Document      author                 intelligence report   *Office apps.
                                                                report template
     Store         author, data           stored intelligence   intelligence
                   manager                report                *Repository
     Recommend     champion               recommended           *Decision
                                          action
11
Mobilizing Knowledge
     Internal sources                       Issue                      External sources
     Infrastructure               Compile           Acquire                 Agreements,
     Content                                                                Content,
     Environment                                                            Environment,
     Resources                                                              Resources,
     Culture            internal *Expertise,    external *Expertise,        Interactions
                        *Web portal,            *Web portal,
                        *Search, Retrieval      *Search, Retrieval
                                                      *Data mgt.,
     Work                 Process
                                                      *Content mgt.,          Service
                                                      analysis,
                          Integrate                   synthesis,
                                                      decision support
                          Interpret                    *Expertise,
                                                       *Collaboration
                          Document                    *Office Apps.
     Recommend
                          Store                       interface

      Decision                        Issue Repository                            * Other views
12
Service Framework for Mobilization
     Work        Person                 Input/Output         Services
     Compile     analyst, researcher,   Internal content /   *Web portal, *Library,
                 librarian              collected content    *Search engine,
                                                             *Expertise directory
     Acquire     analyst, researcher,   external content,    *Web portal, *Library,
                 librarian              collected content    *Search engine,
                                                             *Expertise directory
     Process     analyst,               standardized         *Data management,
                 content manager,       content              *Content management,
                                                             analysis tools
     Integrate   analyst, synthesizer integrated content     synthesis tools,
                                                             decision support system
     Interpret   analyst, synthesizer interpreted content    *Expertise directory,
                                                             *Collaboration
     Document    analyst, synthesizer report,                *Office apps.
                  author              recommendations        report templates
     Store       content manager,       stored report,       mobilization *Repository
                 author                 recommendations
13
Need
     Making              Work                          Service

     Decisions           Create
                         Validate
                                                       *Social
                                                       *Collaboration


                         Analyze                       decision support

                         Document                      *Office apps

                         Review                        *Collaboration
                         Revise

        Recommend        Schedule                      *Office apps

                         Submit

                         Consider                     *Collaboration
        psychological
        knowledge                                   modify
                         Decide            ?

                         Store                         interface            * Other views

                              reject   Record         approve
                        End
14
                                       Repository                  Action
Service Framework for Decisions
         Work            Person      Input/Output            Services
     Create     knowledge worker   need / idea          *Social

     Validate   community, group   validated idea       *Collaboration

     Analyze    analyst            alternatives         decision support

     Document   writer             draft document       *Office apps.
                                                        proposal template
     Review     stakeholders,      consensus            *Collaboration
                manager
     Revise     writer             proposal             *Office apps.

     Schedule   secretariat        agenda item          *Office apps.

     Submit     champion           submission           *Office apps.

     Consider   decision makers    decision             *Collaboration

     Store      record manager     record of decision   record *Repository
15
Mobilizing Knowledge




               albert.simard@drdc-rddc.gc.ca


     Acquire                                   Analyze


                            Act
16

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Albert Simard - Mobilizing Knowledge: Acquisition, Analysis, and Action

  • 1. Mobilizing Knowledge: Acquisition, Analysis, and Action Albert Simard Defence R&D Canada Canadian Knowledge Mobilization Forum Ottawa, ON. June 19-20, 2012
  • 2. Knowledge Work, Services, and Architecture Knowledge Unstructured Work Semi- structured Knowledge Services Structured Service Architecture 2
  • 3. Organizational Knowledge Flow Creation Validation 3 Authorization Organization
  • 4. Knowledge Management Transfer National Defence, Markets National Security, Public Safety Work Application Creation Collaboration Defence R&D Flow Canada Sharing Assets Stock Infrastructure Resources Government 4
  • 5. DRDC Knowledge Work Inputs Transformation Output Governance Programs Report DND (management) Services Acquire Monitoring Integration (R & D) Create Intelligence Innovation Develop Clients Needs Mitigation Mobilize Priorities Advice Learn Establishment Adaptation 5
  • 6. Three Similar Processes  Intelligence: Discover and Acquire analyze external content to identify a pattern or trend. (trolling, specific)  Mobilization: Compile and synthesize selected content to address an issue. Analyze (targeted, complex) • Integration: Collect and combine diverse content into a unified whole. (processing, Act technical) 6
  • 7. Core Model Who Need (Why) Schedule No schedule When Work Service (What) (How) Real space Cyberspace Where Input Output Zachman (1987) Rudyard Kipling (1902) 7
  • 8. Monitoring the Environment search Work Cyberspace Service Research filter scan Media Published Monitor An Literature Ac al ce ys ss is Conferences Atten ie w d Rev Experience te Disc Communities Participa over Re t c Individuals of practice ol ici eiv e S Detect Practitioners Ad hoc *Web portal, make explicit document *Search engine, harvest Capture harvest *Library Store analysis apps. interface Monitoring Intelligence Repository * Other views 8
  • 9. Service Framework for Detection Work Person Input / Output Services Monitor cyberspace specialist, employee downloaded content *Web portal, AI filter, *Search engine Monitor media communications, published article *Web portal, *Library, specialist, employee scanning Research researcher, analyst identified pattern *Data management Access literature scientist, professional published paper *Library, indexing *Search engine, Attend conferences scientist, professional presentation, *Web portal, conversation announcements Participate in expert, professional, dialogue, *Web portal, access communities employee conversation Solicit practitioners representative response *Web portal, survey response template Review experience participant after-action review, *Web portal, lessons learned *Collaboration site Discover employee miscellaneous *Social Receive sender, recipient miscellaneous *Web portal, *E-mail 9
  • 10. Producing Intelligence Work Monitoring Service cyberspace, media other pathways *Sharing, Corroborate *Web portal, *Expertise Validate *Collaboration *Sharing, Analyze analysis apps., *Expertise Interpret *Collaboration template Prepare *Office Apps. Store interface Recommend Intelligence Decision Repository * Other views 10
  • 11. Service Framework for Intelligence Work Person Input / Output Services Corroborate practitioner, expert monitoring report / *Sharing, *Web portal, corroborated report *Expertise directory Validate community, group validated report *Collaboration, harvesting Analyze analyst quantified report *Data management, *Sharing, analysis, pattern recognition, Interpret subject-matter interpreted report *Expertise directory, expert *Collaboration Document author intelligence report *Office apps. report template Store author, data stored intelligence intelligence manager report *Repository Recommend champion recommended *Decision action 11
  • 12. Mobilizing Knowledge Internal sources Issue External sources Infrastructure Compile Acquire Agreements, Content Content, Environment Environment, Resources Resources, Culture internal *Expertise, external *Expertise, Interactions *Web portal, *Web portal, *Search, Retrieval *Search, Retrieval *Data mgt., Work Process *Content mgt., Service analysis, Integrate synthesis, decision support Interpret *Expertise, *Collaboration Document *Office Apps. Recommend Store interface Decision Issue Repository * Other views 12
  • 13. Service Framework for Mobilization Work Person Input/Output Services Compile analyst, researcher, Internal content / *Web portal, *Library, librarian collected content *Search engine, *Expertise directory Acquire analyst, researcher, external content, *Web portal, *Library, librarian collected content *Search engine, *Expertise directory Process analyst, standardized *Data management, content manager, content *Content management, analysis tools Integrate analyst, synthesizer integrated content synthesis tools, decision support system Interpret analyst, synthesizer interpreted content *Expertise directory, *Collaboration Document analyst, synthesizer report, *Office apps. author recommendations report templates Store content manager, stored report, mobilization *Repository author recommendations 13
  • 14. Need Making Work Service Decisions Create Validate *Social *Collaboration Analyze decision support Document *Office apps Review *Collaboration Revise Recommend Schedule *Office apps Submit Consider *Collaboration psychological knowledge modify Decide ? Store interface * Other views reject Record approve End 14 Repository Action
  • 15. Service Framework for Decisions Work Person Input/Output Services Create knowledge worker need / idea *Social Validate community, group validated idea *Collaboration Analyze analyst alternatives decision support Document writer draft document *Office apps. proposal template Review stakeholders, consensus *Collaboration manager Revise writer proposal *Office apps. Schedule secretariat agenda item *Office apps. Submit champion submission *Office apps. Consider decision makers decision *Collaboration Store record manager record of decision record *Repository 15
  • 16. Mobilizing Knowledge albert.simard@drdc-rddc.gc.ca Acquire Analyze Act 16

Editor's Notes

  1. I kept six honest serving-men, They taught me all I knew; Their names are What and Why and When And How and Where and Who. Rudyard Kipling (1902)