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(1)

SEN-455

Knowledge Based

Management System

(2)
(3)

Chapter Objectives

What Does Knowledge Codification Involve?

Benefits of Knowledge Codification

Pre Knowledge Codification Questions

Tools and Procedures

(4)

Knowledge Codification in the

KM

System Life Cycle

(5)

What Does Knowledge Codification

Involve?

Converting “

tacit knowledge

” into “

explicit usable

form

Converting “

undocumented

” information into

documented

” information

Representing

and

organizing

knowledge before it

is accessed

Tacit knowledge (e.g., human expertise) is

identified

and

expressed

through a form that is

(6)

Explicit knowledge is

organized

,

categorized

,

indexed

and

accessed

.

It is making institutional knowledge

visible

,

accessible

, and

usable

for

decision making

The organizing often includes decision trees,

decision tables etc.

Codification must be done in a form/structure

which will eventually build the

knowledge base

.

What Does Knowledge Codification

Involve?

(7)

Benefits of Knowledge Codification

• Instruction/training—promoting training of junior

personnel based on captured knowledge of senior employees

• Prediction—inferring the likely outcome of a given situation and flashing a proper warning or suggestion

for corrective action

• Diagnosis—addressing identifiable symptoms of specific causal factors

• Planning/scheduling—mapping out an entire course of action before any steps are taken

(8)

Points before initiating knowledge

codification:

• Recorded knowledge is often difficult to access

• Diffusion of new knowledge is too slow.

• Knowledge is nor shared, but hoarded (this can involve political implications).

• Often knowledge is not found in the proper form. • Often knowledge is not available at the correct time

when it is needed.

• Often knowledge is not present in the proper location where it should be present.

(9)

Modes of Knowledge Conversion

• Conversion from tacit to tacit knowledge produces

socialization where knowledge developer looks for experience in case of knowledge capture.

• Conversion from tacit to explicit knowledge involves

externalizing, explaining or clarifying tacit knowledge via analogies, models, or metaphors.

• Conversion from explicit to tacit knowledge involves

internalizing

• Conversion from explicit to explicit knowledge involves

combining, categorizing, reorganizing or sorting different bodies of explicit knowledge to lead to new knowledge.

(10)

Codifying Knowledge

What organizational

goals

will the codified knowledge

serve?

Why is the knowledge

useful

?

How would one codify

(11)

Some Codification Tools

Knowledge Map

Decision Table

Decision Tree

Frames

Production Rules

Case-based Reasoning

Knowledge-Based Agents

(12)

Knowledge Map

• It is a visual representation of knowledge, not a repository • Knowledge maps originated from the belief that people

act on things that they understand and accept.

• Identify strengths to exploit and missing knowledge gaps to fill

• Can be applied in Knowledge Capture

• A straightforward directory that points people to where they can find certain expertise

• Capture both explicit and tacit knowledge in documents and in experts’ heads

(13)

Knowledge Map

• Knowledge mapping is very useful when it is required to visualize and explore complex systems.

Examples of complex systems are ecosystems, the internet, telecommunications systems, and

customer-supplier chains in the stock market. • Knowledge Mapping is a multi-step process.

Key can be extracted from database or literature and placed in tabular form as lists of facts.

• These tabled relationships can then be connected in networks to form the required knowledge maps.

(14)

Knowledge Map (Relationships among

Departments)

(15)
(16)

The Building Cycle

• Once where knowledge resides is known, simply point to it and add instructions on how to get there

• An intranet is a common medium for publishing knowledge maps

• Main criteria: clarity of

purpose, ease of use, accuracy of content

(17)

Decision Tables

More like a

spreadsheet

—divided into a list of

conditions

and their respective values and a

list of

conclusions

It consists of some conditions, rules, and

actions.

(18)

Decision Tables (Example I)

A phonecard company sends out monthly invoices

to permanent customers and gives them discount

if payments are made within two weeks. Their

discounting policy is as follows:

``If the amount of the order of phonecards is

greater than $35, subtract 5% of the order; if the

amount is greater than or equal to $20 and less

than or equal to $35, subtract a 4% discount; if the

amount is less than $20, do not apply any

discount.''

We shall develop a decision table for their discounting decisions, where the condition alternatives are `Yes' and `No'.

(19)
(20)

Discount Policy (Example II)

Condition Stub Condition Entry 1 2 3 4 5 6

Customer is bookstore Order size > 6 copies

Customer is librarian/individual

IF Order size 50 copies or more (condition) Order size 20-49 copies

Order size 6-19 copies

Y Y N N N N Y N N N N N Y Y Y Y Y N N N Y N N Y N Allow 25% discount Allow 15% discount Allow 10% discount

THEN Allow 5% discount (action) Allow no discount X X X X X X

(21)

Decision Trees

• A decision tree is usually a hierarchically arranged semantic network.

• Composed of nodes representing goals and links representing decisions or outcomes

• All nodes except the root node are instances of the primary goal.

• Often a step before actual codification

• Ability to verify logic graphically in problems

involving complex situations that result in a limited number of actions

(22)
(23)

Discount Policy Customer is library or individual Less than 6 6-19 copies 20-49 copies 50 or more copies Discount is 5% Discount is 10% Discount is 15% Customer is bookstore Less than 6 copies Discount is NIL 6 or more copies Discount is 25% Discount ? Discount ? Discount ? Discount ? Discount ? Discount ? Order size ? Order size ? Bookstore Not a bookstore

(24)

Frames

• Represent knowledge about a particular idea in a

data structure

• Handle a combination of declarative and

operational knowledge, which make it easier to understand the problem domain

Have a slot (a specific object or an attribute of an

entity) and a facet (the value of an object or a slot)

• When all the slots are filled with values, the frame is considered instantiated

(25)

Generic AUTOMOBILE Frame Specialization: VEHICLE Generalization: (STATION-WAGON, COUPE, SEDAN) . . . Year: Range: (1940 – 1990) If-Changed: (ERROR:

Value cannot be modified)

Specialization: AUTOMOBILE Generalization: (SMITH’S AUTOMOBILE, HANSON’S AUTOMOBILE) Doors: 2 SMITH’S AUTOMOBILE Frame Specialization: COUPE . . . Year: 1990

An Automobile Example

(26)

Production Rules

Tacit knowledge codification in the form of premise-action pairs

The premise is a Boolean expression that should evaluate to be true for the rule to be applied. • Rules are conditional statement that specify an

action to be taken if a certain condition is true • The action part of the rule is separated from the

premise by the keyword THEN.

(27)

Production Rules

• In case of knowledge-based systems, rules are based on heuristics or experimental reasoning.

• Rules can incorporate certain levels of uncertainty. • The action clause consists of a statement or a series

of statements separated by AND's or comma's and is executed if the premise is true.

Example:

IF

income is “average” and pay_history is “good”

(28)

Production Rules (Role of inferencing)

Inferencing implies the process of deriving a

conclusion based on statements that only

imply that conclusion.

An inference engine is a program that manages

the inferencing strategies.

Reasoning is the process of applying

knowledge to arrive at the conclusion.

– Reasoning depends on premise as well as on general knowledge.

(29)

Case-Based Reasoning (CBR)

CBR is reasoning from relevant past cases in a

manner similar to humans’ use of past experiences

to arrive at conclusions

• Goal is to bring up the most similar historical cases

that match the current case

• More time savings than rule-based systems • Requires strong initial planning of all possible

(30)

Generic CBR Process

User Partial Description of a New Problem Specify Attributes of Problem Match Attributes to Those in Case Base User Submits Similar Cases Case Base

(31)

Role of Planning (Earlier Steps)

Breaking

the KM system into

modules

Looking at

partial

solutions

Linking partial solutions via rules and

procedures to

arrive

at the

final solution

(32)

Role of Planning (Latter Steps)

Deciding on the

programming language

Selecting the right

software package

Developing

user interface

and

consultation

facilities

Arranging for the

verification

and

validation

(33)

Knowledge-Based Agents

An

intelligent age

nt is a program code which is

capable of performing

autonomous

action in a

timely fashion.

They can

exhibit

goal directed

behavior

by taking

initiative.

They can be programmed to interact with other

agents or humans by using some

agent

communication language.

In terms of knowledge-based systems, an agent

can be programmed

to learn from the user

behavior

and

deduce future behavior

for assisting

the user.

(34)

Knowledge Developer's Skill Set

Knowledge Requirements:

Computing technology

and

operating

systems

.

Knowledge repositories

and

data mining

.

Domain specific knowledge

.

(35)

Knowledge Developer's Skill Set

Skills Requirements:

Interpersonal

Communication.

Ability to

articulate

the project's rationale.

Rapid Prototyping skills

.

Attributes related to

personality

.

– Physical (Physique, Gender, Age, health)

– Psychological (Origin, social status, social values, attitude, occupation, group membership)

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