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27 February 2003 Richard W. Morris <[email protected]> 1 Knowledge Management Status Report to eRA Project Team Transition to Pre-Production Phase

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Page 1: Knowledge Management Status Report to eRA Project Team · Knowledge Management Status Report to eRA Project Team ... • Reduced training time or learning curve ... extract/merge

27 February 2003 Richard W. Morris <[email protected]> 1

Knowledge ManagementStatus Report to eRA Project Team

Transition to Pre-Production Phase

Page 2: Knowledge Management Status Report to eRA Project Team · Knowledge Management Status Report to eRA Project Team ... • Reduced training time or learning curve ... extract/merge

27 February 2003 Richard W. Morris <[email protected]> 2

Life Cycle of Disruptive TechnologiesGOAL: DEMONSTRATION

STAGE 1

DRIVER: CONCEPT

GOAL: MATURITY / DIFFUSION

STAGE 3

DRIVER: COMPETITION

GOAL: NICHE APPLICATIONS

STAGE 2

DRIVER: TRUE BELIEVERS

Myers, et al “Practitioner’s View: Evolutionary Stages of Disruptive Technologies”; IEEE Transactions, v. 49, no. 4, Nov. 2002

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27 February 2003 Richard W. Morris <[email protected]> 3

Aims Today

1. Where we have been.

2. Where we are going.

3. How we’ll get there (if we answer a few questions).

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27 February 2003 Richard W. Morris <[email protected]> 4

Where we have been.

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27 February 2003 Richard W. Morris <[email protected]> 5

Concept Phase

pre-production phaseconceptual phase

-

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

system requirements

functionalrequirements

design phase

Source: Management of Systems Engineering, Wilton P. Chase

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27 February 2003 Richard W. Morris <[email protected]> 6

Conceptual Phase

system requirements

MITRETEKconceptual phase

-

functionalrequirements

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

Source: Management of Systems Engineering, Wilton P. Chase

collexis

semio

stratify

inxight

i411

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27 February 2003 Richard W. Morris <[email protected]> 7

Design Phase

pre-production phaseconceptual phase

-

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

system requirements

functionalrequirements

design phase

Source: Management of Systems Engineering, Wilton P. Chase

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27 February 2003 Richard W. Morris <[email protected]> 8

Design Phase

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

system requirements

functionalrequirements

conceptual phase

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

Pilot #2: reviewer selection

Pilot #1: situational awareness

design phase

Source: Management of Systems Engineering, Wilton P. Chase

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27 February 2003 Richard W. Morris <[email protected]> 9

Project Management Plan

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

-

system requirements

functionalrequirements

conceptual phase pre-production phase

design phase

Dec. 1, 2002 Feb. 1, 2003 Sept. 1, 2003

Source: Management of Systems Engineering, Wilton P. Chase

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27 February 2003 Richard W. Morris <[email protected]> 10

Next Steps: Pre-Production

pre-production phaseconceptual phase

-

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

system requirements

functionalrequirements

design phase

Source: Management of Systems Engineering, Wilton P. Chase

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27 February 2003 Richard W. Morris <[email protected]> 11

Where we are going.

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27 February 2003 Richard W. Morris <[email protected]> 12

NIH KM OverviewCore KM Prototypes

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27 February 2003 Richard W. Morris <[email protected]> 13

Expanded NIH KM OverviewComplete System

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27 February 2003 Richard W. Morris <[email protected]> 14

Metrics for GRSEstimated Benefits•Reduced cycle time•Improved quality and consistency of referrals•Time saved by the organization

Methods Used•Sampling•Survey•Interviews•Internal Logs

Key Measures Key Outputs Key Outcomes System Performance

• Recall • Precision • Reviewer Selection • System Response time • Scalability

o Number of research proposals

o Number of reviewers • Institute Routing

• Time spent “selecting” candidate reviewers

• Time spent “screening” candidate reviewers

• Number of conflicts identified • Percentage of candidate

reviewers chosen • Percentage of correct institute

routing

• User satisfaction • Time saved by the organization

in “selecting” and “screening” candidate reviewers

• Savings or improvements in organizational quality and efficiency

• Time saved in institute routing

System Usage

• System down time • Scalability

o Number of users o Frequency of use

• User Feedback (real-time) • Usability survey (time-lag) • Training time /learning curve

• Usefulness survey • Feedback results • Duration of learning curve • Duration of training time

• User satisfaction • Savings or improvements in

organizational quality and efficiency

• Time saved by the organization • Reduced training time or

learning curve System Operation & Maintenance

• Frequency of Updates • System Downtime • Help Desk Support

• Number of Help Desk support requests

• User satisfaction • Reallocation of Help Desk

resources • Recency of Information

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27 February 2003 Richard W. Morris <[email protected]> 15

Metrics for GTSEstimated Benefits•Situational Awareness•Discovery of Patterns and Trends•Informed Decision Making•Time saved by the organization

Methods Used•Sampling•Survey•Interviews•Internal Logs

Key Measures Key Outputs Key Outcomes System Performance

• System Response time • Scalability - Number of research

proposals • Proposal Analysis

• Time spent in understanding proposals

• Time spent in analyzing and identifying relationships among concepts

• Percentage of successful document categorization

• Time spent in analyzing and identifying distributions

• User satisfaction • Time saved by the

organization • Awareness of relationships

among proposals • Improvements in document

categorization • Visual awareness of

distributions, patterns and trends

System Usage

• System down time • Scalability

o Number of users o Frequency of use

• User Feedback (real-time) • Usability survey (time-lag) • Training time /learning curve

• Usefulness survey • Feedback results • Duration of learning curve • Duration of training time

• User satisfaction • Savings or improvements in

organizational quality and efficiency

• Time and reduced cost saved by the organization

• Reduced training time or learning curve

• Visual identification of concept relationships

System Operation & Maintenance

• Frequency of Updates • System Downtime • Help Desk Support

• Number of Help Desk support requests

• User satisfaction • Reallocation of Help Desk

resources

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27 February 2003 Richard W. Morris <[email protected]> 16

How we’ll get there.

1. Understand impact of disruptive technologies.

2. Use KM to align workflows and data flows.

3. Answer the hard, but practical questions.

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27 February 2003 Richard W. Morris <[email protected]> 17

Life Cycle of Disruptive TechnologiesGOAL: DEMONSTRATION

STAGE 1

DRIVER: CONCEPT

GOAL: MATURITY / DIFFUSION

STAGE 3

DRIVER: COMPETITION

GOAL: NICHE APPLICATIONS

STAGE 2

DRIVER: TRUE BELIEVERS

Myers, et al “Practitioner’s View: Evolutionary Stages of Disruptive Technologies”; IEEE Transactions, v. 49, no. 4, Nov. 2002

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27 February 2003 Richard W. Morris <[email protected]> 18

workflows

managecaptureinputs release outputs

display

data

docs

data

docs

disks

decisions decisions

taskstasks

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27 February 2003 Richard W. Morris <[email protected]> 19

data flows

store

managecaptureinputs release outputs

process process

extract/mergeprep/input collate/sort

display

data

docs

data

docs

disks

decisions decisions

taskstasks

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27 February 2003 Richard W. Morris <[email protected]> 20

KEY QUESTIONS

• Do we have a credible means of verifying best practices?

• Do we have baselines and are we ready impacts? Assessment• Is the XML corpus ready? (If so, when and where?)

• Do we have the needed data sets?Inputs• Does the contractor have the resources and skillsets?

• Do we have the staff to manage and oversee the project?Staff• Does the contractor have needed resources / skillsets?

• Do we have staff to manage and oversee the project?Management• Do we have funds / plan for a full-scale implementation?

• Do we have Phase 2 funds — for pre-production piloting?Budget• Do we have the pilot sites identified, with buy-in?

• Is the organization ready?Readiness

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27 February 2003 Richard W. Morris <[email protected]> 21

IC of the Future

IC of the future must serve theneeds of several end-users:

– experimental biologists,– clinical researchers,– science administrators, and– even public health officials.

Biology today is quantitative;it depends on computers for the– production,– analysis, and– management of scientific data.

SJ Wiback and BO Palsson Biophysical Journal, 8:2002

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27 February 2003 Richard W. Morris <[email protected]> 22

END

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27 February 2003 Richard W. Morris <[email protected]> 23

Expanded NIH KM OverviewAssisted Specialized Taxonomy Generation

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27 February 2003 Richard W. Morris <[email protected]> 24

Expanded NIH KM OverviewResearch Proposal Archiving & Collaborative Resources

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27 February 2003 Richard W. Morris <[email protected]> 25

project plan

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

system requirements

functionalrequirements

conceptual phase pre-production phase

design phase

Source: Management of Systems Engineering, Wilton P. Chase

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27 February 2003 Richard W. Morris <[email protected]> 26

PM plan

performancerequirements

detaileddesign

pre-production phaseconceptual phase

-

build / testprototype

assessresults

modify(produce)

system requirements

functionalrequirements

design phase

internal leadership end-userSource: Management of Systems Engineering, Wilton P. Chase

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27 February 2003 Richard W. Morris <[email protected]> 27

KM Project Overview

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

system requirements

functionalrequirements

conceptual phase (pre-)production phase

design phase

Source: Management of Systems Engineering, Wilton P. Chase

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27 February 2003 Richard W. Morris <[email protected]> 28

Conceptual Phase

system requirements

functionalrequirements

performancerequirements

detaileddesign

build / testprototype

assessresults

modify(produce)

-

Pilot #1: situational awareness

Source: Management of Systems Engineering, Wilton P. Chase

collexis

semio

stratify

inxight

i411

Pilot #2: reviewer selectionMITRETEK

conceptual phase