Negotiating the Construction and Reconstruction of Organisational
Simon Buckingham Shum
(The Open University, U.K.
Abstract: This paper describes an approach to capturing organisational
memory, which serves to ground an analysis of human issues that knowledge
management (KM) technologies raise. In the approach presented, teams construct
graphical webs of the arguments and documents relating to key issues they
are facing. This supports collaborative processes which are central to
knowledge work, and provides a group memory of this intellectual investment.
This approach emphasises the centrality of negotiation in making interdisciplinary
decisions in a changing environment. Discussion in the paper focuses on
key human dimensions to KM technologies, including the cognitive and group
dynamics set up by an approach, the general problem of preserving contextual
cues, and the political dimensions to formalising knowledge processes and
products. These analyses strongly motivate the adoption of participatory
design processes for KM systems.
Key Words: organisational memory, knowledge management, argumentation,
participatory design, knowledge-based systems, collaborative systems
Categories: H, H1.2, H5.1, H5.2, H5.3
1. Introduction and Definitions
In order to operationalise the concept of Knowledge Management (KM),
numerous disciplines are now trying to analyse the processes and products
of organisational knowledge, in order to clarify what tangible representations
future knowledge managers might work with. These representations of the
domain facilitate viewpoints and analyses of particular information-types
from particular perspectives. This paper describes one form of KM technology
that has been developed over several years, which throws into relief a
spectrum of human issues which are intrinsic to the process of designing
and implementing KM representations -- computer-supported or otherwise
instantiated. This is particularly germane to the application of artificial
intelligence (AI) techniques to KM, currently one of the most strongly
represented disciplines in KM research, since the success of such approaches
rests heavily on finding appropriate representations for knowledge modelling,
ontology design, knowledge-based system building, and the subsequent reasoning
that these activities are intended to support.
Let us begin by unpacking the concepts in the title, since several potentially
ambiguous terms have been used. Firstly, meaningful memories are
not simply retrieved according to some database model, but are reconstructed
in the context of who is asking, and for what purpose. Bannon and Kutti
[Bannon 1996] present an excellent introduction to
the need to shift from a passive `storage bin' metaphor for organisational
memory, to a more appropriate one of active reconstruction. We say different
things to different people, varying the level of detail, emphasis, perspective,
and so forth. Moreover, what is sanctioned as reliable knowledge depends
on the community of interested stakeholders, who confer significance on
certain sources (e.g. people), whether explicitly or implicitly. Knowledge
is in that sense also constructed, serving particular needs at a
particular time. When attempting to create a shared information or memory
resource, we should not be surprised to find that negotiations about
what is included, how it should be organised, and who has access to it,
become key processes. This resource will itself be constructed over
time as contributions are added to the digital corpus, and as its form
and role within the project evolve.
This paper introduces an approach to capturing organisational memory
that takes into account the epistemological assumptions and collaborative
processes implied by this framing of the problem. Teams use hypermedia
groupware to construct graphical webs of argumentation and related documents
as they discuss problems, recording aspects of their reasoning for future
reference. This is a relatively mature approach which may be familiar to
researchers in hypertext, computer-supported collaborative work (CSCW),
groupware and software design rationale. The purpose of this paper is to
contextualise it to the particular concerns of KM, and to use it to ground
discussion of generic issues that KM technologies raise.
The paper starts in Section 2 by characterising
the context of `knowledge work' -- if `knowledge workers' constitute
an organisation's expertise, are there salient features of knowledge work
that we can recognise? Section 3 introduces graphical
argumentation as a candidate approach, with a particular niche in the design
space of organisational memory systems. Section 4 introduces
its representations for capturing group memory, Section
5 the appropriate supporting technologies, and Section
6 then characterises the kinds of knowledge that can be captured with
this combination. Section 7 briefly surveys studies
of the approach's application, moving into a discussion in Section
8 of the hands-on practicalities of using it, taking into account cognitive,
social and organisational level issues. Particular attention is paid to
the problem of capturing adequate context. Section 9
closes the paper by reflecting on the commitments that are made in adopting
any representation, and the related issues of control and power that arise
in managing knowledge about, and for, staff in an organisation.
2. Characterising Knowledge Work
The orientation of this research places a strong emphasis on the human
dimensions to technologies for supporting organisational memory and expertise.
The history of interactive computing shows repeatedly that it is the human
issues which `make or break' new methods and tools at work. If we use the
analogy of a river to describe the `work flow' at the level of an individual,
team, or organisation, the designers of a new method or technology for
organisational memory are placed in the role of `river engineers' seeking
to change the flow of the river in some way. What they want to do is tap
into the deep currents of the river, channelling it in new, productive
directions. The question is, do they understand the hidden currents, eddies,
and dynamics of that river sufficiently? If not, the result can be destructive
`interference patterns' in the flow, or the force of the deeper currents
may simply re-route around the changes.
It is, therefore, worth trying to clarify some of the salient properties
of `knowledge work', given our intention to enter and change this fast
flowing `river' with technologies. Two perspectives are considered: an
empirical study of knowledge workers, and foundational work on characterising
the properties of many real world problems.
2.1 A Study of Knowledge Workers
Firstly, on the basis of field studies of knowledge workers, Alison
Kidd [Kidd 1994] has proposed several features which
distinguish procedural work from knowledge work. All work
is invariably a mix of the two, but increasingly, the procedural features
are giving way to knowledge-based features. Kidd makes a number of distinctions,
which are paraphrased below.
Knowledge workers are changed by the information in their environment,
and they in turn seek to change others through information. Information
is to be consumed, and once `digested', is often of little further value.
Information resources which may have longer term use are often left visible
and uncategorised (hence the frequent untidy piles and whiteboards), so
that they can be quickly referred to. This is the antithesis of more procedural
work (e.g. a secretary or administrator), whose work requires a lot of
filing into inflexible structures -- inflexible because the
scheme is often standardised across the organisation, and because other
staff also need to access those files.
Diversity and ad hoc behaviour patterns are common in knowledge work.
New information is sought out, reused, and passed on in opportunistic
ways, dependent on the changing context and interleaving of the worker's
activities. In contrast, consistency of method and output is important
in procedural work.
Communication networks are highly variable, with different patterns
and use of media. Teams form and disband within the space of a day.
The structure and job titles on an organisation chart are thus even less
indicative than usual as to what someone does or with whom they work. Much
of the knowledge exchanged is embedded in documents and email. Staff engaged
in predominantly procedural work tend to have well-defined responsibilities
and relationships, and the information flow that they maintain is more
These features provide a useful orientation to the domain of concern.
They paint a picture of knowledge workers, and consequently their host
organisations, as existing in continual flux as teams form and reform.
In particular, the mobility of employees within and between organisations
(coupled with `out-sourcing' to external contractors) creates conditions
that can more easily lead to the fragmentation of any persistent shared
memory within a team about lessons learned in projects. Furthermore, keeping
track of discussions, decisions and their rationale is made harder when
teams form on a project-specific basis, proceed to work interdependently
but with substantial autonomy, and then disband. Experiences are not commonly
recorded in conventional documentation, remaining locked in individuals'
memories -- individuals whose memories will fade, or who will take their
expertise to other
jobs. These are both motivating factors for, and militating factors
against, the development of organisational memory resources. Collaboration
tools which do not impose rigid models of membership or role, and which
are able to integrate many diverse media types would seem appropriate in
such an environment, discussed further by Kidd.
2.2 Wicked problems
The second perspective on knowledge work comes from the formative work
of Horst Rittel [Rittel 1972] [Rittel
1973]. Whilst the term `knowledge work' was not in currency in the
late 1970s, Rittel identified crucial features of intellectual work which
are highly pertinent to current concerns. Rittel characterised a class
of problem which he termed `wicked', in contrast to `tame' problems. Tame
problems are not necessarily trivial problems, but by virtue of the maturity
of certain fields, can be tackled with more confidence. Tame problems are
understood sufficiently that they can be analysed using established methods,
and it is clear when a solution has been reached. Tame problems may even
be amenable to automated analysis, such as computer configuration design
or medical diagnosis by expert system.
Wicked problems display a number of distinctive properties that violate
the assumptions that must be made to use tame problem solving methods.
- cannot be easily defined so that all stakeholders agree on the problem
- require complex judgements about the level of abstraction at which
to define the problem;
- have no clear stopping rules;
- have better or worse solutions, not right and wrong ones;
- have no objective measure of success;
- require iteration -- every trial counts;
- have no given alternative solutions -- these must be discovered;
- often have strong moral, political or professional dimensions, particularly
The connection between wicked problems and knowledge work should be
apparent. Such problems are the typical challenges faced daily in, for
instance, software design, government or social policy formulation, and
strategic planning in organisations. It is also the case that wicked problems
and lessons learned pose particular challenges for analysis and support
by knowledge-based systems. What then is involved in supporting the capture
of organisational expertise for such real world problems?
3. Negotiation, Argumentation and Knowledge Work
Let us develop the concept of negotiation, as introduced at the start.
The claim is that knowledge work is dominated by communication, specifically
negotiation and argumentation. There are several reasons
- Firstly, much knowledge work is conducted in teams, and members have
to communicate, increasingly distributed in space and time.
- Secondly, external factors often remove the control that a team has;
the problem space is not stable. Goals, constraints and stopping rules
are continually shifting. This demands a mode of working in which requirements,
constraints and solutions must be regularly re-negotiated.
- Thirdly, Rittel concluded that wicked problems can only be tackled
through what he termed an argumentative method [Section
4]. Understanding how to frame a wicked problem is the key to finding
solutions: what are the key questions?; what are the key priorities?
- Fourthly, knowledge work is increasingly interdisciplinary. The different
backgrounds, assumptions and agendas which members bring to a team can
be extremely creative, but the inevitable conflict, debate, negotiation
and compromise which is involved in reaching such creative solutions must
also be acknowledged; this process can then be turned to the team's advantage.
In summary, an approach to capturing and representing organisational
memory is required which is capable of supporting knowledge teams in:
- representing and reconciling multiple stakeholders' perspectives;
- re-negotiating project priorities in response to changed circumstances;
- communicating the rationale for decisions to others;
- recovering insights and solutions from past scenarios, to avoid `reinventing
An organisational memory strategy which recognises the centrality of
negotiation and argumentation in its employees' workflow (recalling the
river metaphor) assumes from the start that the knowledge invested in a
typical project is the product of much argument, compromise and the reconciling
of different perspectives.
4. Visualising Argumentation
In The Next Knowledge Medium [Stefik 1986],
Stefik proposes collaborative argumentation tools as one example of knowledge
media. Such tools, ``for arguing the merits, assumptions, and evaluation
criteria for competing proposals'' could provide ``an essential medium
in the process of meetings.'' ``The languages provided by the tools encourage
an important degree of precision and explicitness for manipulating and
experimenting with knowledge'', coupled with ``augment[ing] human social
processes.'' This conception of knowledge media lies at the heart of the
representation and support technologies now proposed.
On the basis of his analysis of wicked problems, as introduced above,
Rittel proposed the IBIS (Issue Based Information System) method,
which encourages team members to actively discuss problems by raising Issues
that need to be addressed, Positions in response to those Issues,
and Arguments to support or object-to Positions. Conklin
et al. [Conklin 1988] [Conklin
1991] developed a hypertext prototype called gIBIS (graphical
IBIS) to support Rittel's IBIS method. In gIBIS, a team conducted its debates
by building a graphical `conversation map'. [Fig. 1]
shows the gIBIS scheme, which illustrates how cumulative argument construction
and critiquing can take place around a shared, graphical argumentation
Figure 1: The graphical IBIS (gIBIS) notation [Conklin
1988] and an example, showing how it enables a team to cumulatively
build graphical argument spaces.
Many others have since developed variations on gIBIS. The complexity
of the notation, and its visual layout rules (which vary with different
approaches), determine how large and elaborate an argument can be expressed.
For instance, a more expressive argument schema is shown in [Fig.
2]. The Decision Representation Language [Lee
1991b] for supporting debate and qualitative decision making, introduces
new constructs (e.g. the Goal node type), and allows participants
to explore Alternatives , Claims backing them, and to contest through
Questions and counter-Claims the relationships between these
Figure 2: The Decision Representation Language, one of the most expressive
notations for capturing collaborative arguments [Lee
1991b]. A support tool [Lee 1990] provides graphical
and tabular views of the underlying argument network.
This paper focuses on notations like IBIS, which are `lighter weight'
than DRL, the emphasis being on suitability for quick and intuitive use
during meetings. A similar notation to IBIS is QOC (Questions, Options
and Criteria) [MacLean 1991], on which much of the
usability evaluation work reported later has been based.
To summarise, having proposed that negotiation and argumentation are
central to knowledge work, and having introduced the representation schemes
which allow us to visualise such processes and products, let us now consider
the technological support required. IBIS and QOC style representations
have been used effectively with paper and pen, but computer supported argumentation
is needed for easy editing, scalability and flexible linking, as discussed
5. Collaborative Hypermedia Infrastructure
Hypermedia is an ideal technology for capturing informal knowledge
types with inter-relationships which are hard to formalise. This
is in contrast to repositories that rely on more structured knowledge bases,
requiring well-defined knowledge types and structures. The power that one
gains from the latter comes at the cost of initial knowledge engineering
effort, perhaps requiring a specialist. Moreover, as argued earlier, since
the subject matter of most interest in knowledge work is often hard to
formalise or continually changing, realistically, this encoding effort
may be hard to justify even if it were possible in principle.
The evidence from cognitive studies of wicked problem solving points
strongly to the importance of opportunistic ideas and insights. Hypermedia
graphical browsers are well suited for linking together ideas without having
to specify the precise semantics of their relations or roles (though see
[Buckingham Shum 1996a] [Buckingham
Shum 1997b] who reports that for certain types and stages of problem
solving, even semiformal schemes can be too formal, impeding the creative
Hypermedia is also well suited to organisational memory capture in a
second essential respect: media integration. Debates, decisions
and rationale do not exist in a vacuum, but in relation to ongoing work
which relies on, and generates, many forms of artifact (e.g. faxes; email;
reports; sketches; prototypes; simulations). It is crucial that these different
artifacts can be integrated into the debates captured as semiformal argumentation.
Hypermedia systems were designed precisely for this kind of media structuring,
as exemplified in the the QuestMap hypermedia groupware system [Conklin
1993][GDSS 1996], shown in [Fig.
3]. This system is derived from the gIBIS research prototype described
earlier [Fig. 1].
Finally, a review of the role of hypermedia cannot ignore the World
Wide Web, the first truly global hypermedia system. In response to the
need for tools to support asynchronous discussions between geographically
dispersed participants, we are now seeing the emergence of Web systems
to support argumentation of the sort illustrated above. One example is
HyperNews [LaLiberte 1995], a system which
supports discussions as textual threads through a combination of hierarchical
indentation, augmented by icons which indicate whether a contribution is
for example, an agreement, disagreement, or new idea. [Fig.
4] shows an example of argumentation on the Web (using a version of
HyperNews), taken from an electronic journal peer review debate between
an author and several reviewers, adopting an argumentation- based approach
described in [Sumner 1996].
Figure 3: A screen from the QuestMap system [GDSS
1996]. Based on Rittel's IBIS argumentative model, this hypertext groupware
system provides teams with a way to conduct synchronous or aynchronous
debates. Ideas are suggested in response to Questions, and
their Pros and Cons traded off against each other. New Questions
can be raised by any element of previous discussion. Other media can
be integrated into the web of debate through Reference nodes (e.g.
reports; spreadsheets; video; presentations; code).
Figure 4: Web-based argumentation in the context of journal peer
review [Sumner 1996].
Such systems represent first generation Web argumentation tools. A similar
textual outline representation was used in one of the most significant
design rationale case studies [Burgess Yakemovic 1990],
summarised in [Section 7]. The Web is still a highly
impoverished hypermedia system compared to many other systems, indeed,
its simplicity is a major factor contributing to its explosive growth [Buckingham
Shum 1997c]. However, with richer hypertext models [Bieber
1997], and the possibility of richer interactivity on the Web through
developments such as Java and browser plug- ins, direct-manipulation graphical
interfaces on the Web will become commonplace (e.g. [Kremer
6. What Kinds of Knowledge are Captured?
The use of a tool like QuestMap [Fig. 3] allows
teams to visualise their discussions, past and present. The following scenario
may help to concretise how this might work in practice:
In June 1995, a meeting agenda is circulated specifying the Questions
to be resolved. Over the network and in their own time, the multidisciplinary
team members prepare by tabling their Ideas , beginning to critique
these with Pros and Cons, linking in relevant reports, costings
etc. In the meeting, the debate is projected onto a large wall to track
the strengths and weaknesses of each idea as it is explored; following
the meeting, team members reflect on the decisions made, and continue to
discuss them, updating the map as new results and ideas come in. This map
is emailed to others who were not present, who can quickly see what issues
were discussed, which ideas were rejected, what decisions made, and on
what basis. In September, several issues debated in June suddenly become
critical. The relevant part of the map is retrieved, and it is realised
that several Ideas rejected then are now valid. Moreover, links were created
in June's meeting back to a previous discussion in May 1994, when a similar
problem had been elegantly resolved. This provides a clue to the team as
to how to resolve the current issues.
This scenario illustrates the affordances of an organisational memory
resource coupling hypertext with argumentation. Firstly, it supports
the process of discussion and negotation between multidisciplinary
stakeholders. Secondly, it captures the products of those negotiations,
providing the basis for an organisational memory. A team using such a tool
builds for itself a form of intellectual trace which they can then draw
upon. A group memory based on such a trace can help find answers to the
following kinds of question:
- Have we faced problems similar to this before, and what was done?
- Who identified this problem/suggested this solution?
- What solutions were considered, but rejected, and why?
- If we change this decision, what might be affected?
- What led to this document being changed?
- What were the main criteria taken into consideration when that decision
A resource based on this kind of approach clearly cannot represent all
classes of organisational expertise; it should be seen as occupying one
niche in the design space of tools to capture and maintain different organisational
knowledge types. Some types of organisational expertise are without a doubt
amenable to storage in more conventional databases, such as patents, procedures,
employee qualifications, reports, etc. `Intellectual auditing' [Brooking
1996] can help to identify this kind of intellectual capital.
However, a strength of the approach described here (discussed further
by Conklin [Conklin 1996]), is that the knowledge
is captured collaboratively, and in situ, during the meeting
or asynchronous debate, in the immediate context of one's work. Knowledge
is represented, stored and indexed in relation to the real activities by
which one's work is accomplished (as well as through some more abstract
indexing system if so desired). Discussing through the medium of
argumentation eases the transition from the messy, changing,
contextualised, social, multimedia world, to their abstracted entry in
an organisational memory system. As entries are made in the organisation's
long term memory, they bring with them (in the form of the web of discussion
and work artifacts) important elements of the context in which they arose.
Such cues are frequently used to recover memories [Eldridge
7. Argumentation in Use
Collaborative, hypermedia argumentation has been tested since the mid-1980s
to support knowledge work in a variety of contexts. Most of the earlier
work on argumentation was taking place in research labs on the leading
edge of the emerging technology of hypertext, for which graphical argumentation
became something of an experimental `white rat' for testing technological
flexibility. However, more recent research has placed an increasing emphasis
on application to real, small-medium scale projects. This section points
interested readers to more detailed reports of such studies. More detailed
reviews of the research cited below can be found in [Buckingham
Shum 1994] [Buckingham Shum 1996b].
Firstly, and not surprisingly, there has been a longstanding interest
in the contribution that collaborative argumentation can make to complex,
intellectual work where the quality of reasoning and accessibility of rationale
for decisions are particularly important. Experimental fields of application
have included government policy formulation [Conklin 1988]
[Rittel 1973], scientific reasoning [Smolensky
1987] [VanLehn 1985], and legal analysis [Newman
As hypertext matured as a technology, some of the most significant design
disciplines began, and continue, to look at collaborative argumentation
as a way to capture project/organisational memory, and manage the kind
of changing environment and competing agendas described earlier. Argumentative
design rationale is attracting substantial interest in Human-Computer
Interaction [Carroll 1991] [MacLean
1989] [Moran 1996], Software Engineering
[Conklin 1989] [Jarczyk 1992]
[Lee 1991a] [Potts 1988] [Potts
1994] [Ramesh 1993], Knowledge Engineering
[Stutt 1995] [Vanwelkenhuysen 1995],
and Knowledge-based Design Environments [Fischer
1991] [Garcia 1992].
Thus far, the only financially costed benefits of this form of organisational
memory come from a software engineering case study which introduced a textual
version of IBIS argumentation, similar in form to the outline view provided
by the HyperNews Web system [Fig. 4]. This was used
by a team working on a large commercial system development [Burgess
Yakemovic 1990]. The study reports the discovery of eleven design flaws
during the conversion of argumentation from outline to graphical form.
The time savings gained for the project as a result were estimated at between
three and six times greater than the time cost of converting the argumentation
formats. It is evident that, as with any new tool, the success of IBIS
in this case owed much to the enthusiasm of the team using it, in particular
the maintainer of the issue base. Organisational practices and cultural
differences in other teams were obstacles that prevented the uptake of
the approach more widely (see [Section 8.3]. The availability
of tools like QuestMap [Fig. 3] helps to make the
approach more widely available, and in time should clarify the strengths
and weaknesses of this particular approach in the context of different
8. Hands-On Practicalities
In this section, attention focuses on the practicalities of using argumentation
schemes. It is all too easy to propose new tools which should work in principle,
only to find that insufficient account has been taken of the actual demands
that they make in real work settings (borrowing our earlier metaphor, the
force of the `river' may be underestimated).
8.1 The Cognitive Costs and Benefits
Organisational memory of any sort comes at a cost -- someone must construct,
index, and maintain it. There is no way for a knowledge capture enterprise
to avoid this cost- benefit tradeoff. It is a question of how to negotiate
it. Thus, minimal capture effort initially (e.g. video-record every meeting
and store every document), simply shifts load downstream (how to recover
the relevant records from memory?). In turn, the initial investment of
knowledge encoding/engineering effort provides computational services subsequently.
Midway between these two extremes, the semiformal hypertext approach
described here enables knowledge workers (not knowledge engineers) to structure
their deliberations using a high level, reasonably intuitive vocabulary
(e.g. Questions, Ideas and Arguments). What are the overheads introduced
by such schemes?
Analysis of the hands-on practicalities of using such a scheme [Buckingham
Shum 1996a] [Buckingham Shum 1997b] has highlighted
four key cognitive tasks:
- Unbundling -- teasing apart ideas which have been expressed
together. A typical example would be when in one utterance someone raises
a problem, and proposes a solution plus supporting reasons. Much time is
wasted in meetings because a disagreement with one element in an argument
is taken to be a dismissal of the whole argument. Graphical argumentation
can clarify the different elements and hidden structure.
- Classification -- deciding whether a contribution is, e.g. a
Question, Option or Criterion. This is not always as simple as it sounds,
because Options and Criteria may initially be expressed as Questions, or
Criteria as solutions. A Yes/No Question can be asked about a particular
Option, rather than clarifying the implicit problem to which that Option
is one candidate solution. The task here is to cut through the surface
form and recognise the `deeper content.'
- Naming -- how to label the new contribution succinctly but meaningfully.
It can often be difficult to articulate ideas succinctly. The skill of
doing so is nurtured over time, and the discipline involved can be helpful,
although it can also be
intrusive in a brainstorming mode of working. The overhead which naming
creates is also dependent on the anticipated future use of the record,
for instance, is it for colleagues present in the meeting, for a formal
project review with a manager in three month's time, or for another team
taking over from you? [Section 8.4]
- Structuring -- how a new element relates to other ideas. Many
meta-level representational and rhetorical decisions may arise at this
point. For instance, what Question(s) does a new Option address? How does
an Option trade-off against existing Criteria? Is this Question sufficiently
similar to another in a different context, or should a new Question be
introduced? Has this Criterion already been used elsewhere under a different
There is evidence that the intellectual rigour that this process encourages
(e.g. being encouraged to ask `what really is the key Question here?')
can focus team meetings about complex, wicked problems [Buckingham
Shum 1997b]. There is also evidence that when a problem is not in fact
wicked, structured argumentation may not be helpful, slowing down discussion
unproductively. It is therefore a case of choosing the right tool for the
job; argumentation integrates well with certain cognitive and group workflows,
but obstructs others. We have sought to alert practitioners to these hands-on
issues when training them [MacLean 1992-94].
8.2 Modes of Groupwork
How can collaborative argumentation be used in a meeting? What role
should it play in the project? There is a range of roles, depending on
how committed a team wishes to be to capturing its intellectual investment
in this way (see next section for factors that may militate against this).
[Fig. 5] shows various points along a continuum which
illustrate options which a team can adopt according to their work patterns.
Figure 5: Graphical argumentation can play a proactive or passive
role in team deliberation. The more a team learns to interact via the graphical
argument space, the more transparent it becomes -- construction of the
group memory becomes increasingly a co-product of the deliberation process,
jointly owned by the team, and a living resource on which to build subsequently.
A team will in fact move back and forth along this continuum for different
kinds of meetings, and indeed within a meeting depending on the
kind of problem that is being discussed (see previous section). We expect
organisations, and within them individual teams and team members, to adapt
these generic representations and tools to their own priorities and work
patterns. Almost invariably, a new method or tool will be used in ways
never originally envisaged by its developers; for instance, an innovative
use of QuestMap for business modelling is described by [Selvin
8.3 Organisational Culture
Understanding the human dimensions to a work representation cannot be
restricted to the impact on cognition or group dynamics, critical though
these are. As discussed in [Section 9.1], representations
take on political dimensions as soon as they are introduced into a workplace
[Bowers 1991]. Collaborative argumentation requires
the adoption of a relatively open, transparent mode of communication, negotiation
and accountability. Such an approach contrasts sharply with the harsh realities
of some cultures, where there is distrust between employees and managers,
and where efforts to improve meeting process, listen to all stakeholders',
and make rationale more explicit are alien. [Grudin 1996]
and [Conklin 1991] have suggested that employees might,
for instance, refuse to document who made a particular decision and why,
for fear of recriminations in the event of an error. Moreover, certain
stakeholders may perceive such approaches as undercutting their power,
since their arguments will be represented and treated on a more equal footing
with other team members' views.
Once displayed in the argument space, an idea is less tied to its owner,
and more vulnerable to rationale critique. Conversely, for some stakeholders,
this will be empowering.
Ultimately, we cannot escape the fact that organisational memory, certainly
of the sort described here, requires a compatible working culture. There
can be little doubt that even for team members who know each other well,
there is a process of negotiating mutually acceptable conventions for maintainng
the group memory [Berlin 1993]. This must take place
on a correspondingly larger scale to prevent an organisation-wide memory
from dying through neglect or subversion, as seems to be the fate of so
many new methods and tools which do not sufficiently appreciate the organisational
dynamics they seek to change.
One may hypothesise that current excitement within the organisation
and business literature about the shift to `learning organisations' will
create work cultures who will look favourably on collaborative argumentation
tools. One may also hypothesise that the dynamic of change is two-way,
and that in the hands of a committed team able to demonstrate its relevance
to the organisation's business, collaborative argumentation tools could
work from the bottom up as agents of change.
8.4 Negotiating the `Context Paradox'
Information becomes useful knowledge once its significance in its original
context is understood; divorced from its context, information is open to
misinterpretation. In engaging in the enterprise of constructing organisational
memory, therefore, we are faced with the challenge of effectively capturing
sufficient context to accompany entries in the information base. What can
be termed the ``context paradox'' is the possibility that more context
will be needed to interpret whatever contextual information has already
been provided. Attempts to provide richer, more extensive contextual information
through, for instance, audio/visual multimedia commentaries, or more complex
hypertext webs of information are still prey to the reinterpretation problem.
A related irony is that the more contextual background there is to digest,
the less likely it is that busy staff will do so.
The degree to which additional context is needed to interpret information
correctly clearly depends on who the recipient of this information is.
In creating what is intended to be a reusable resource, careful thought
needs to be given to the user groups one is serving. For instance, colleagues
who are co-present in a meeting have established a rich context in that
time and place for intepreting each others' contributions. A video recording
may help an outsider recover important elements of this, although not everything
is captured on camera, and of course, prior knowledge of the context of
the meeting may be critical to make sense of it. Tools are now being developed
to assist in capturing important moments in meetings, and managing that
corpus of material [Moran 1997].
As the intended user base of a group memory system expands from the
core team, to encompass wider circles of staff, the common ground which
can be assumed decreases, thus increasing the amount of implicit knowledge
that needs to be made explicit. One way to think about this process is
as the evolution from a group memory
for unstable, provisional information kept for the core team's
own use, to a memory for more stable, consensus information. This
corresponds to shifts from implicit to explicit knowledge, from being a
private to a public resource, and from being a one- off entry (e.g. to
facilitate a single meeting), to being a reusable resource of wider interest.
Berlin et al. [Berlin 1993] have also described
how the group's process must adapt when they commit to maintaining a group
memory, even for themselves, as individual styles of entry must be held
in tension with establishing agreed conventions.
How does the context paradox translate with respect to the particular
approach presented in this paper? Graphical argument/document networks
of nodes are quite terse compared to textual documents. They capture the
essence of discussions, leaving the original participants to `fill in the
gaps' with their own memory -- the network is a resource to cue them. There
is some empirical evidence that outsiders can have difficulty in making
sense of someone else's graphical argument structures when they have not
been involved in the original discussions [Bellotti 1995]
[Shum 1993]. As emphasised earlier (based on evidence
such as these studies), one solution is to tightly integrate the argumentation
with the relevant documents, making it very easy to bring up a relevant
document. Open hypermedia systems (e.g. Microcosm [Multicosm
1996a]) make it easy to link from point to point in any desktop document
running in Microsoft Windows, and Webcosm extends this to web documents
Another approach is to enrich the argumentation with expert commentary
from one of the original team, who can introduce the discussion, much as
a colleague might set in context some documents that they are handing over.
With off-the-shelf products such as ScreenCam [Lotus 1996]
for instance, one can easily record commentary to accompany a visual walkthrough
of a map to introduce a particularly complex analysis, and for instance,
bring out nuances behind particular arguments that are invisible. Subsequent
users would play this guided tour first, to get an overview of the discussion
they are about to step through in detail.
The key information design task is to design for different user populations,
and to use different representations of context appropriately. Graphical
argument structures have different cognitive affordances to time-based
media. The latter can be very effective in conveying subtle information
that is hard to express in graphical/textual summary form, whilst the latter
provides an overview of the discussion space, and as a shared representation,
supports collaborative reasoning about a problem. Detailed analysis of
the individual and group cognitive affordances of graphical argumentation
in a design context is presented in [Buckingham Shum
To conclude this section, as the context paradox emphasises, efforts
to supply richer context are still open to misinterpretation, and unless
carefully designed, may be ignored due to information overload. If well
designed, however, fewer people will lack important context, since the
circle of readers who now share key common background knowledge has been
widened. It is worth re-iterating that if a group memory is successful
in providing contextualised information, what the reader will come to share
with the team is not only an understanding of what they did and why, but
also an appreciation of the tensions and trade-offs that set the context
for those decisions.
9. ``Knowledge (Management) is Power'': Ethical
and Representational Issues
This paper has intentionally focused on technologies embedded in contexts
of use, seeking to elaborate scenarios of organisational memory usage as
a way to highlight future possibilities, and to identify obstacles to uptake.
This foregrounding of the human dimensions to knowledge technologies is
extended in this final section to issues of power and control over what
gets represented and how, by whom, and for what purposes.
Our starting point is the fundamental issue of representation.
9.1 The Politics of Formalisation
In selecting any representation we are in the very same act unavoidably
making a set of decisions about how and what to see in the world. [...]
A knowledge representation is a set of ontological commitments.
It is usefully so because judicious selection provides the opportunity
to focus attention on aspects of the world we believe to be relevant. [...]
In telling us what and how to see, they allow us to cope with what would
otherwise be untenable complexity and detail. Hence the ontological commitment
made by a representation can be one of the most important contributions
it offers. [Davis 1993]
Classification systems provide both a warrant and a tool for forgetting
[...] The classification system tells you what to forget and how to forget
it. [...] The argument comes down to asking not only what gets coded in
but what gets read out of a given scheme. [Bowker (in
The above two quotes, the first from knowledge engineers, and the second
from an ethnographer of organisational memory, draw attention to the filtering
function that a representation provides, and the problem that through the
process of simplifying a domain in order to describe it within a formal
scheme, we may also be systematically factoring out certain classes of
critical information simply because they are hard to formalise.
Whenever an authoritative body (e.g. corporate management, or a research
funding council) declares an interest in certain concepts, it is inevitable
that its dependents (e.g. managers, or researchers seeking grants) will
seek to align their activities with these concepts in order to maintain
a presence. The first point, therefore, is that the introduction of systematic
KM (whether or not technology is involved) creates a new economy of
knowledge and a knowledge vocabulary. Any group and their work
will remain invisible and thus unresourced unless they can represent themselves
within this new economy, using the right language. Bowker presents an illuminating
analysis of the impact of `professionalisation' -- systematic classification
of skills and courses of action, and management of these via technology
-- on a profession in which expertise takes the form of hard to codify
tacit knowledge and craft skill, in this case nursing:
One of the main problems that [...] nurses have is that they are trying
to situate their activity visibly within an informational world which has
both factored them out of the equation and maintained that they should
be so factored -- since what nurses do can be defined precisely as that
which is not measurable, finite, packaged, accountable. [Bowker,
This illustrates clearly the political dimensions to formal classification.
The names and labels one uses unavoidably emphasise particular perspectives
(see also [Suchman 1993] on the politics of computational
categories in CSCW).
Knowledge-based systems require the systematic decomposition and classification
of expertise; a knowledge-base unavoidably `holds' an ontological view
of the world (ontology with a small `o'). More recent knowledge-sharing
initiatives and other research devoted to formal Ontologies make more explicit
the issues faced in knowledge modelling, independent of any particular
symbolic implementation as a system. One question that the ontology community
may be able to help answer is how to manage the inevitable incompletenesses
and inconsistencies in an organisational knowledgebase, due to uncodified,
or uncodifiable knowledge. If ontology building is to form part of AI's
contribution to KM (as some argue), how can we ensure that areas of uncertainty
or incompleteness are made explicit in the ontology, and carried
through to the implementation and user interface of any KM system based
on that ontology? If the KM system is to be used by the organisation's
managers, then they must be sensitised to the limitations of the tool's
ontology, as a check and balance to the seductive sense of control that
manipulating clean computational abstractions offers. What training is
required in order to wield such tools intelligently?
I have argued elsewhere [Buckingham Shum 1997a],
that some of the most robust forms of knowledge sharing and communication
that we know occur in organisations are socially based, and their content
is extremely hard to formalise. These include the discussions that endow
documents with significance [Brown 1996), the informal
recounting of technical `stories' to colleagues to pass on new insights
[Orr 1986], and the importance of dedicated knowledge
analysts to maintaining knowledge resources, and both persuading and assisting
staff to access them [Davenport 1996]. [Fig.
6] schematically illustrates these three processes.
Figure 6: Pro-active knowledge analysts, technical `story-telling'
amongst staff, and document-centred discourse are three ways in which knowledge
is shared within organisations. Media that are now emerging within many
organisations to support these processes are illustrated -- Web intranets
integrated with agents and broadcast media, desktop audio/visual recording
tools, and document-discussion environments. Their integration with AI
techniques is discussed more fully in [Buckingham Shum
As illustrated, the representations and technologies that should be
considered for such processes may well be rather different to the knowledge-based
technologies with which we are currently familiar. (As an aside, there
appeared to be a strong sense at a recent symposium on AI's role in KM
[AIKM 1997] that formal representation of knowledge
seems to have a limited role to play in organisational knowledge management,
with the emphasis shifting to supporting the social, coordinated processes
through which knowledge is constructed.)
To conclude this section, the representations we use shape the world
we can see through them. All representations are simplifications; the question
is are they over-simplifications? The baseline assumption in the
argumentative approach is that there rarely is one correct view of the
world to begin with; the first step is to take seriously the different
viewpoints, and to then seek ways in which these can be expressed and resolved.
As discussed above in relation to the context paradox, however, no representational
scheme is immune from the danger that it becomes too simplistic, too terse
to be useful, or too decontextualised to support meaningful interpretation.
9.2 `Participatory KM' Based on Stable, Sanctioned Knowledge
In order to maintain and increase KnowTech's competitiveness, an
intellectual audit is to be conducted on your department in the coming
month, as part of a corporate wide strategy. This will provide Strategic
Planning with a better understanding of your skills, communication networks
and contributions to KnowTech's business. This will enable them to ensure
that you are receiving the right information at the right time, and that
we make the most of your valued expertise.
Software design is the process of moving from vague requirements to
executable, computational models. Participatory design approaches to interactive
system development emphasise the many stakeholders in a system development
project, and the need to involve the system's end-users in order to co-design
software and work practices. This final section draws on the participatory
design perspective to examine the particular challenges that KM technologies
face if they are to be collectively `owned' by the staff whose knowledge
is being managed. I return again to the foundational theme of representation
that runs through this paper, identify the stakeholders that a participatory
approach should involve, and then propose a heuristic measure for deciding
when to commit to formally representing knowledge processes.
Knowledge-system design, as a particular form of software design, is
the construction of computer-manipulable representations of domain knowledge.
The process of formal representation raises a host of issues, some
of which this paper has considered. From a participatory design perspective,
three of formalisation's most significant features in a KM context are
- Representations can become less flexible, that is, as layers
are added, dependencies on old structures increase, and the whole structure
becomes harder to change in response to changes in understanding, or of
the domain being modelled. Representations tend also to become less tolerant
of incompleteness, inconsistency, or ambiguity. This is of course useful
for highlighting weaknesses in an organisation's KM, but it may also be
a significant limitation, since the models that different parties hold
of a domain may be equally valid, but shaped by competing priorities. It
may not be possible to satisfy these with one elegant representation. The
cost of formalising too early, even semiformally as hypertext, is that
it may be too much effort to revise a representational scheme that turns
out to be wrong, so it is left as part of the system. Clearly, the art
is in knowing when to formalise.
- Representations become less comprehensible to staff who are
not knowledge- engineers. One of the consequences of formalisation is that
the contents become increasingly inaccessible to the majority of stakeholders.
It is of course common that a profession's language and representations
are opaque to outsiders, but extra care needs to be taken in KM-system
design, due to the
legitimate interests of different stakeholders in knowing what is to
be encoded in the system, and what role this is playing in management decision
- Representations support automated analysis. Clearly this is
the main purpose of formalising, so why should this be a problem? Problems
arise when the processes of decomposition and abstraction, required to
create a representation capable of supporting automatic analysis, result
in models which strip out important contextual details which are in fact
critical to understanding the domain (see [Section 8.4]
on the problem of `capturing' context). Models of employees' skills, work
processes and interdependencies may not adequately express the true nature
of their expertise and coordination of work. If the representation is too
incomplete (it will always be incomplete to some degree), then the most
powerful manipulations and analyses are meaningless. This of course is
not a novel insight, but organisational dynamics are particularly difficult
It is rare to find knowledge modelling papers that explicitly recognise
the informal and social knowledge processes in the organisations (real
or imagined) for which they are designing (though see [Euzenat
1996] [van Heijst 1996] [Vanwelkenhuysen
1994] for exceptions). Combining social and computing disciplines in
this way is surely a fruitful area for further multidisciplinary work,
as exemplified by [Fischer 1995]. The formality and
accessibility of knowledge representations are central to a participatory
Who are the main stakeholders in a KM initiative, and what are their
concerns? Obviously, management want to know how can they make the most
of their investment in quality staff and hope that systematic KM will give
them views and benchmarks on the organisation's state. For a company's
information technologists, this may represent an opportunity to rationalise
and upgrade the IT infrastructure. For the personnel/human resource division,
this may be the opportunity to move towards a more `learning organisation'
culture. As for the staff whose knowledge and expertise is so central to
the whole enterprise, and who may be expected to participate in the capture
and subsequent use of any technology, they may be hoping to reduce wasted
time trying to get information from other groups (it will now be online),
reduce the need to handle the same queries repeatedly, and benefit from
innovations elsewhere that they never hear about. All of these perspectives
are interdependent. None can be examined in isolation except in an artificial,
There are a number of questions, set out below, that can be asked of
any proposed approach to organisational knowledge capture and re-use. These
draw attention to the interdependencies between economics, technologies,
work practices, and the power and responsibility that controlling knowledge
repositories brings. As such, they may help to pre-empt the development
of approaches which privilege any single set of concerns to the neglect
of the others.
- What classes of knowledge/expertise are addressed by this approach?
There are many different classes of knowledge and expertise residing
in an organisation. Relevant dimensions include tacit-explicit, procedural-
declarative, tame-wicked, cognitive-cultural. Obviously, these vary widely
in the extent to which they can be made (i) explicit, and (ii) formalised
structured in digital repositories. A central challenge for organisational
knowledge is to develop a better understanding of the most appropriate
media for different kinds of personal and organisational knowledge/expertise.
It is likely that the knowledge represented by some points in this multidimensional
space cannot be formalised, without in the process invalidating it.
- What representational scheme is proposed, enabling what kinds of
analysis and computation, with what justification?
What computational services over these repositories are proposed, in
order to solve what kinds of problems? How does the repository reflect
the changing world? Does analysis of such representations make idealised
assumptions which do not hold in the real world embodiments of the knowledge/expertise
being modelled? Such justification is needed when the contents of the repository
relate to staff and their work practices.
- Who are the stakeholders? How will knowledge encoding and re-use
impact their work practices?
Who is responsible for entering information into the repository --
a knowledge engineer; each staff employee? Does one have control over one's
own area, e.g. one's `skills profile'? Is it mandatory for all staff to
keep their areas up to date; if so how is provision made for this? How
does the system change inter-departmental relationships, since one's knowledge
profile in the repository is now public, and therefore social? Do staff
trust the system? If not, on what basis can the management?
Elsewhere [Eisenstadt 1996], we illustrate how
these questions can be used to critique a system. If one takes seriously
the complexity of modelling knowledge processes and products, one will
approach the task of constructing organisational memory, or for that matter
any KM resource, with some caution. As a heuristic approach which translates
this caution into appropriate action, let us consider two related principles
which can be summarised as:
KM technologies should formalise only knowledge which is stable,
Stability refers to the rate of change in the domain being modelled,
relative to the speed with which these changes can be detected (either
by knowledge analysts, or automatically by the KM system), and the underlying
knowledge representation then updated. Thus, as organisational structures
change, as teams change, as individual's skills change, how will these
be reflected in the KM system? This relative notion of stability implies
that in principle, as advances in the flexibility of knowledge representation
are made, the linkage between the model and the domain being modelled (organisational,
group and individual cognitive processes) could become tighter, so that
more dynamic classes of knowledge can be managed; the domain will be relatively
more stable in relation to what the KM system can cope with.
Work practices become stable because they are sanctioned -- sustained
by the relevant stakeholders. How can stable, sanctioned knowledge be identified?
There is a relevant urban-planning practice to call upon here: after laying
a fresh area of grass, wait for the main paths to be trodden down; it is
then that one builds proper paths to
bear the heaviest traffic. In other words, in domains where consensus
is unclear, formalisation should wait until the daily practices and routines
of the organisation -- some of which may be too complex to predict in advance
-- reveal the important, stable patterns that are in most need of support.
These might include: regular transformations of knowledge from one medium
to another; transfer of knowledge from one party to another; filtering
functions; interdependencies between two or more schedules; checklists
of action items that always need to be addressed whenever a certain event
The concept of sanctioning knowledge not only emphasises the right to
know about and participate in any modelling of one's work domain, but also
the right to know how one is represented in the KM system that results.
This might take a number of forms, varying in the strength of the `right
to know' policy, and the technical complexity of implementing it:
- the right to know the form and content of one's entry in the knowledgebase
(e.g. skills; networks; workflows; responsibilities);
- the right to know if automatic analysis or inferencing by the KM system
forms the basis for management policy (appropriate questions can then be
raised if there are concerns about the sufficiency of the representation
- the right to view, or even update knowledge stored about oneself (accessible
user interfaces are required here), or to transform knowledge in one medium
to another (e.g. from a video story to a textual summary, or vice-versa);
At this early stage, it is hard to predict the implications of a truly
established `knowledge economy' [Stefik 1986] operating
within and between organisations. It is proposed that participatory KM
design is a promising perspective to adopt: it involves all the relevant
stakeholders in the complex business of modelling people's work practices
and skills; it is appropriately cautious in recommending that representations
be used only for stable, sanctioned knowledge processes; it emphasises
the conflicts and interdependencies between the different agendas that
the move towards systematic KM raises, in particular the political dimensions
to controlling knowledge repositories and the legitimate concerns that
Dialogue between the AI community and other relevant disciplines such
as human-computer interaction, collaborative computing, workplace ethnography
and organisational learning is essential, in order to begin developing
the detailed organisational scenarios of use that are at present conspicuous
by their absence. From there, the first design iteration needs to be completed
with empirical evidence of the success or failure of knowledge management
technologies in action. Some might respond that it is too early in this
field to see serious inter-disciplinary dialogue; each discipline is still
struggling to formulate its own views on what The Knowledge Management
Problem is. Historically, however, the evidence from more established domains
of interactive system design is that the relationship between computing,
human and organisational disciplines is complex, and that each is changed
through its dialogue with others. This paper has tried to illustrate how
the human and computing sciences can productively engage with each other
to analyse the domain, develop appropriate representations and technologies,
and reason about scenarios of use from the many perspectives that interactive
knowledge management technologies require.
I am grateful to Geof Bowker, Enrico Motta and Tamara Sumner for feedback
on earlier drafts. The ideas in this article also benefited from discussions
with delegates at the 1st International Conference on Practical Aspects
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