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Best Practices: Technology and Systems - Functionality in Detail

Three of the key functional areas for CoP technology are document management, expert directories, and groupware tools. Other functional areas include personalization, search capabilities, events/task management, and technical integration. The following summaries describe these three major areas and the major requirements that each area provides. You can also Download the Full Requirements Matrix.

Document Management

Document management solutions can help government organization improve efficiency and accuracy by monitoring who accesses documents and what changes can be made. Automated modification security controls help avoid counterproductive changes and inadvertent deletions. As a result government organizations can more efficiently support their core business processes and better control associated expenses.

Document management is a critical role within the knowledge organization. Best practice KM organizations use document management systems to underpin the entire KM process: capture, discover, communicate, share, organize. Typical document management functional requirements include:
  • Storage facilities
  • Security and access control
  • Knowledge object types
  • Organization of objects according to a taxonomy of content areas
  • Document check-out
  • Version control
  • Search across document types
  • Indexing
  • Cataloging
  • Summary document previews
  • Creation and use of meta-data
  • Recovery of deleted information
  • Integration of disparate data sources
  • Document conversion
  • Subscription
  • Administration facilities (e.g., account management, usage reports, etc.)

Expert/Skills Directories

Within the overall knowledge for development process, communicating and sharing information is critical. And in communicating, community members want to know how to find experts and capture and harvest the experts' knowledge. This is where expert listing directories and tools come into play. In studying best practice organizations, we found that communities demand the following main functional requirements in their expert listings:
  • Question-asking facilities
  • Profiles of experts
  • Feedback mechanisms
  • Reputation builder
  • Automated ranking of experts
  • Automated ranking of responses
  • Automated access to databases of frequently asked questions

Groupware

Groupware refers to functions that help people work together collectively while located remotely from each other. Groupware services can include the sharing of calendars, collective writing, e-mail handling, shared database access, electronic meetings with each person able to see and display information to others, and other activities. Functions include:
  • Asynchronous conversation spaces
  • Threaded and/or streaming discussion
  • Indication of "new" entries
  • Bookmark for messages
  • Subcommunities for subtopics
  • Public user profiles
  • User preferences for viewing and selecting postings
  • Navigation facilities among topics
  • File upload with postings
  • Search mechanisms for discussion postings, but not for uploaded files
  • Some e-mail support
  • Simple authentication capabilities
  • Posting management facilities: editing, clean-up, archive
  • Monitoring and administration facilities, such as traffic analysis, setting privileges
  • Customizable user privileges such as opening new topics
  • Customizable look and feel


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