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OTHER KNOWLEDGE

CAPTURE TECHNIQUES

CHAPTER 6

Chapter 6: Other Knowledge Capture Techniques

“

On-site observation

“

Consensus methodologies

“Brainstorming “Consensus decision “Repertory grid “Nominal group “Delphi method “

Blackboarding

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3

On-Site Observation

“ Process of observing, interpreting, and recording

problem-solving behavior while it takes place

“ More listening than talking

“ During the process, the knowledge developer is able to ask

questions but does not correct or modify, in any way, what the expert is doing.

“ Some experts do not like to be observed

“ Fear of ‘giving away’ expertise is a concern by the one

observed

“ Process can be distracting to others in the setting

“ Continuous shuttle process important

“ Possible problem with the accuracy or completeness with which the knowledge captured is recorded, since there exists a gap from when the knowledge is observed and when it is documented.

Chapter 6: Other Knowledge Capture Techniques

Brainstorming

“

Unstructured approach to generating ideas

about a problem

“

All possible solutions considered equally

“

Emphasis is on frequency of responses

during the session

“

Idea generation, followed by idea

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5

Brainstorming Procedure

“

Introduce brainstorming session

“

Give experts a problem to consider

“

Prompt experts to generate ideas

“

Watch for signs of convergence

“

Call for a vote or a consensus to reach

agreement

Chapter 6: Other Knowledge Capture Techniques

Protocol Analysis

“Think-aloud method

“Expert keeps talking, speaking out loud while

solving a problem

“Effective source of information on cognitive

processes

“Makes expert cognizant of the processes being

described

“Provides wealth of information toward knowledge

representation

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Consensus Decision Making

“

Consensus decision-making follows

brainstorming in two ways:

“Each method allows all experts to present their

views or ideas, but discussions invariably proceed before consensus.

“The knowledge developer tries to rally the

group in each method towards one final decision that will hopefully lead to a consensus.

Chapter 6: Other Knowledge Capture Techniques

Consensus Decision Making

“Clear agreement regarding the best solution to a

problem

“As a tool, it follows brainstorming

“Procedure ensures fairness and standardization in

the way experts arrive at a consensus

“A bit tedious and can take hours

“The rigidity of the consensus method can be a

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Brainstorming v.s. Consensus

Decision Making

“Brainstorming is idea generation of multiple

solutions to a problem, is unstructured, and results in a wide variety of creative ideas.

“Consensus decision making involves a controlled

exercise in which the knowledge developer focuses the group on one or two of the solutions from the brainstorming exercise. It follows brainstorming. The goal is to arrive at a clear agreement regarding the best solution to a problem.

Chapter 6: Other Knowledge Capture Techniques

The Repertory Grid

“Domain expert viewed as a scientist who

categorizes a problem domain using his or her own model

“Grid used to capture and evaluate the expert’s

model

“Experts see problems based on reasoning that has

stood test of time

“A representation of the experts’ way of looking at

a particular problem

“A grid is a scale or a bipolar construct on which

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The Repertory Grid (cont’d)

“

Benefit: May prompt the expert to think

more seriously about the problem and how

to solve it.

“

Drawback: Difficult to manage when large

grids are accompanied by complex details

“

Because of difficulty in simplicity and

manageability, the tool is normally used in

the early stages of knowledge capture

Chapter 6: Other Knowledge Capture Techniques

NGT Procedure

“KD explain procedure

“Each expert lists the pros and cons of the problem

or the alternative solutions

“Complies a list of pros and cons

“Each expert rank the compiled pros and cons

“KD conducts a discussion about the pros and cons

and the respective rank

“KD compiles the alternative solution followed by

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NGT (cont’d)

“

Technique can be time consuming

“

Has been known to promote impatience

among experts who must listen to

discussions with other experts

“

With experts sharing expertise, things can

jell in adopting the best solution

“

NGT is ideal in situations of uncertainty

regarding the nature of the problem

Chapter 6: Other Knowledge Capture Techniques

NGT (cont’d)

“Effective in multiple expert knowledge capture,

especially when minimizing differences in status among experts is important

“In NGT, each expert has an equal chance to

express ideas in parallel with other experts in the group

“With discussion accommodated in sequential

order, NGT can be a more efficient and productive approach than brainstorming

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Delphi Method

“A panel of experts prepare an anonymous opinion

about the focused problem.

“In the second round, each expert is given a

summary of the first round and asked to make addition estimate based on the addition

information.

“Repeat step 2 until all of the extreme estimates are

deleted, and the answers are converge to a narrow range.

Chapter 6: Other Knowledge Capture Techniques

Delphi Method

“A survey of experts

“A series of questionnaires used to pool experts’

responses in order to solve a difficult problem

“Each expert’s contributions shared with rest of

experts by using results of one questionnaire to construct the next questionnaire

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Delphi Method (cont’d)

“

Controlled feedback

“

Statistical group response

“

Experts often lack necessary knowledge on

which to base final judgment

“

Poorly designed questionnaire could cause

all kinds of problems

Chapter 6: Other Knowledge Capture Techniques

Concept Mapping

“

A network of concepts, consisting of nodes

and links

“

A node represents a concept and a link

represents the relationship between

concepts. See Fig. 6.5

“

An effective way for a group to function

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Figure 6.5 Conceptual Map—An

Example

helper of Bear d Santa Clause White horse Birthday At chimneys On roofs Spain climbs listens lives in brings gives not same as has has lives in rides SAINT NICOLAS BLACK PETER Presents

Chapter 6: Other Knowledge Capture Techniques

Figure 6.6 Steps in Concept Mapping

STEPS IN CONCEPT MAPPING 1 Preparation of Project

Participants, focus, schedule

2 Idea Generation (focus for brainstorming) 3 Idea Structuring (sorting/rating statements) 4 Statement Representation 5 Interpretation (cluster analysis) 6 Utilization

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Blackboarding

“

Assumes all participants are experts with

unique experience

“

Initial data are written on the blackboard

“

Each expert has equal chance to contribute

to the solution via the blackboard

“

Process continues until the problem has

been solved

“

Diverse approaches to problem solving

Chapter 6: Other Knowledge Capture Techniques

Blackboarding (cont’d)

“

Participants share a common language for

interaction

“

Flexible representation of information

“

Efficient storage and location of

information

“

Organized participation

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CAPTURE TECHNIQUES

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