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Systems Research and Behavioral Science

Syst. Res. 26, 143^153 (2009)


Published online 2 February 2009 in Wiley InterScience
(www.interscience.wiley.com) DOI:10.1002/sres.960

& Research Paper

A Method for Enterprise Knowledge Map


Construction Based on Social
Classication
Lu Liu 1*, Jing Li 2 and Chenggong Lv 1
1
School of Economics and Management, BeiHang University, Beijing 100083, China
2
School of Economics and Business Administration, Beijing Normal University, Beijing 100875, China

Knowledge map is an important and effective instrument for enterprise knowledge


management. A large number of unordered knowledge resources in the enterprises
bring about difculties to the knowledge map construction. It is necessary to construct
the enterprise knowledge map from a systematic perspective. Considering inuences of
individuals cognition on the organizational knowledge structure, this paper introduces
social classication into the enterprise context and proposes a three-level architecture for
enterprise knowledge map construction, i.e. the individual knowledge tagging, the
domain topic selection and the inter-domain association analysis layer. In this architec-
ture, domain serves as the basic unit to display knowledge and their relationships, as well
as provides a pragmatic context for knowledge navigation and reuse. Incorporating the
above elements, a method is formulated and applied to a real-world case. Copyright #
2009 John Wiley & Sons, Ltd.

Keywords Knowledge management; knowledge map; social classication; systems science

INTRODUCTION 2000). Knowledge management is increasingly


viewed as a crucial factor for organizational
With the acceleration of global economy and IT sustainable competitive advantages (Chase, 1997;
development, enterprises today endeavour to Wiig, 1997; Li, 1999a,b; Yogesh, 2000; Yang and
explore better approaches to improve organiz- Li, 2001; Chen and Li, 2006; Li and Zhao, 2006; Qi
ational adoption, survival and competence in the et al., 2006; Xu et al., 2006). It represents the recent
new business environment characterized by dynamic, effort on information management and embodies
discontinuous and rapid pace of change (Yogesh, organizational processes that seek synergistic
combination of data and information processing
capacity of IT, and the creative and innovative
capacity of human beings.
* Correspondence to: Lu Liu, School of Economics and Management,
BeiHang University, Beijing 100083, China.
Empirical studies have shown that while
E-mail: liulu@buaa.edu.cn organizations learn and create knowledge, they

Copyright # 2009 John Wiley & Sons, Ltd.


RESEARCH PAPER Syst. Res.

also forget (i.e. do not remember or lose track of  it can effectively map a large number of
the acquired knowledge) (Argote et al., 1990; Darr knowledge items that are represented in a
et al., 1995). Many organizations accumulate variety of types of media into some reasonable
knowledge along with their business progresses. categories,
Especially the advent of the internet has pro-  the taxonomy in the enterprise knowledge map
vided mechanisms for collecting information has to reect the characteristics of business
together, and acquiring knowledge over great process and be comprehensive to knowledge
distances at any time through new modes of workers.
knowledge sharing and enabled partnerships. It
is common that enterprises possess a large According to the above requirement, the
number of knowledge resources involving com- existing methods are more or less unsuitable
plicated structures and the employees have to for enterprise knowledge map construction.
unfortunately spend so much time and effort on Knowledge mapping is always such a compli-
knowledge searching and selection before they cated process that we intend to discuss the issue
can nd out what they want. To address these from a systematic perspective. Systems science
problems, many solutions have been proposed. has been considered as the basis for information
Knowledge map is one of them. systems. A wealth of research in information
Knowledge map is an effective knowledge systems in the framework of systems science has
management tool (Davenport and Prusak, 1998; produced an astonishing array of theoretical
Vail, 1999; Mertens et al., 2003). For the conven- results and empirical insights, and a large suite of
ience of knowledge navigating and searching, it tools and methods (Xu, 2000; Wareld, 2007,
species the captured knowledge and their 2008). Systems science also promises to be an
relationships and displays them in ordered and important foundation of knowledge manage-
friendly forms. Currently, the enabling technol- ment. Besides information technologies, human
ogies of knowledge map mainly are intranet- beings are the indispensable component in
based software solutions which combine enterprise knowledge management. They are
powerful visualization techniques with data- involved in the knowledge creation, sharing and
base management system (Eppler, 2001). Yet, usage activities. At the same time they interact
while the technological implementation can lead with each other and learn from each other. It is
to a useful knowledge map artefact, the process necessary to put more emphasis on individuals
of mapping is even more challenging. Essentially, cognition on knowledge map construction. So
the knowledge mapping process is the process of here, social classication is introduced to assist
knowledge organization and classication. Many the knowledge organization of the individual
approaches have been suggested to organize level. Upon that, domain level and inter-domain
knowledge in organizations that basically fall level will be constructed to show how individual
into two groups. On the one hand, AI methods knowledge structure will affect the organiz-
are suggested to support knowledge modelling ational knowledge structure.
and classication, especially for some kinds of
web contents. On the other hand, business
processes models are used as a starting point KNOWLEDGE MAP
to identify the most critical business knowledge
in organizations (Studer et al., 1998). However, in Many denitions of knowledge maps that we
the organizations so far mostly pragmatic have found in the academic papers are similar,
approaches are applied. In most of the cases, but less specic. Generally, a knowledge map is
knowledge classication is determined by a the display of acquired knowledge and relation-
committee in a workshop without much meth- ships (Davenport and Prusak, 1998; Vail, 1999).
odical support (Maier, 2004). No matter how the The knowledge in knowledge map may involve
knowledge map is constructed, it has to be various shared contents, such as text, graphics,
characterized with the following factors: videos, models and data. The relationships

Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
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144 Lu Liu et al.


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among them are determined by linking concepts concepts, topics or things and connecting lines
or topics discovered from these shared contents. represent relationships. Topic map is one of the
Knowledge mapping is dened as the process of most important standards (International Organ-
associating items of information or knowledge in ization for Standardization, 2006) for the descrip-
such a way that the mapping itself also creates tion of semantics of documents and web
additional knowledge (Vail, 1999). resources that foster intelligent information
Knowledge mapping strategies differ with search and processing. The key concepts in topic
respect to the degree of formality that they focus. maps are topics, associations and occurrences, i.e.
On the one hand, methods and techniques from resources that are linked to topics. These kind of
the eld of AI and computer science are highly maps can help better organize, display and
formal and represent knowledge in the form of understand knowledge. However, the manualy
ontologies, domain models or vector space model creation process requires high creators cognitive
(VSM) that can be processed by computers. On skills and signicant time and effort. The
the other hand, knowledge mapping techniques automatic drawing method is highly desirable.
often primarily serve as a tool for human beings
to better understand the structure of important
areas of knowledge or competence and their Automatic Knowledge Classication/
relationships to, e.g. the persons, groups or other Clustering
organizational units that create, hold, seek,
distribute or apply the knowledge. Currently More recent work constructs the knowledge
there are three main methods for constructing maps for some kinds of web contents (such as
knowledge maps, including building directories, news(Ong, 2005)), employing machine-learning
manually drawing maps and automatic knowl- algorithms to cluster the web documents. Docu-
edge classication (Ong et al., 2005). ment representation and clustering technique are
two major issues in text clustering. The VSM is
usually adopted to represent documents, where a
Building Directories
document is represented as a multidimensional
vector, while each dimension corresponds to a
A directory is an alphabetical or classied list of
unique key term extracted from the documents.
names, addresses and other data. Here the
A common clustering technique is Self-Organiz-
directory denotes the classication of infor-
ing Map (SOM), which is an unsupervised neural
mation entities in the form of hierarchy, accord-
networks algorithm. Chen et al. (1996) categor-
ing to the presumed relationships of the real-
ized a portion of the internet documents with
world entities that they represent. On the internet
multilayered SOM to generate a hierarchical
a web directory is usually used to organize topics
knowledge map system. Ong (2005) employed an
in groups and subgroups, such as YAHOO! and
improved interface combining a 1D alphabetical
Open Directory Project. It is a simple but effective
hierarchical list and a 2D SOM island display to
way to organize a large volume of information,
automatically generate a hierarchical NewsMap.
especially when coupled with a search engine.
To some extent, the knowledge map construc-
Nevertheless, it is recognized that the interface of
tion method based on the automatic text classi-
directory becomes increasingly difcult for users
cation is effective. However, when applied in a
to navigate as the hierarchy grows larger
real organizational environment, it suffers from
(Massicotte, 1988; Drabenstott and Weller, 1996).
many problems. First, the method relies much on
the linguistic usage. Clearly, in organizational
Manually Drawing Knowledge Maps knowledge repository there are many kinds of
les, such as drafts, videos, which have few
Concept maps (Novak and Gowin, 1984) and words and consequently are not suitable for this
topic maps (Pepper, 2002) are both like drawings kind of methods. Second, the design of taxonomy
to organize information, in which blocks represent may not reect business needs (Marwick, 2001).

Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
DOI:10.1002/sres

Method for Knowledge Map Construction Based on Social Classification 145


RESEARCH PAPER Syst. Res.

By constructing a knowledge map, it should being used for the same concept, precluding
become possible to examine the knowledge we collocation (Mathes, 2004).
depend upon on a global scale and from different However, tagging is receiving recognition in
perspectives (Eppler, 2001). But more important, the intranet applications. The Pennsylvania State
knowledge map should serve as a navigation of University Library has rolled out a social book-
the required knowledge, as it is almost forgotten marking service called Penn Tags (http://tags.
by most of the designers when they are designing library.upenn.edu/) for its community. Anyone
knowledge maps. If we consider the knowledge can browse the items in the database, but only
map construction from the user perspective, the community members can add entries. The Berk-
basic idea of constructing a knowledge map of man Center for Internet & Society at Harvard
the global enterprise might be old. As an indi- Law School launched a social bookmarking site
vidual employee and a project team is the actual called H20 Playlist (http://h2obeta.law.harvard.
knowledge user and knowledge application edu/). In the corporate world, IBM is developing
context, the knowledge map should put more an enterprise-wide social bookmarking appli-
emphasis on assisting an individual employee, or cation called dogear. IBM already has a robust
a team in understanding and using the knowl- internal taxonomy and plans to augment that with
edge available in an organizational setting. It is folksonomies. It is not a case of a folksonomy
quite pragmatic to construct a knowledge map replacing a taxonomy. IBM thinks that dogear
from the knowledge application context. has the potential to help reveal the interests and
To address the above problems, social classi- expertise of co-workers in order to solve real-
cation is introduced into the enterprise knowl- world problems, dogear can also help foster
edge map construction. communities of practice and increase communi-
cation. We argue that social classication would be
a fruitful way when it is applied in an organization.
INTRODUCING SOCIAL CLASSIFICATION
 As the employees, especially those who work in
INTO BUSINESS CONTEXT
the same or similar domain, share common
business goals and have relatively similar
Social classication, which is also called folks-
business background, the problem in uncon-
onomy, refers to the collaborative way in which
trolled vocabulary will be solved to some extent.
information can be organized on the web. It
 Social classication generated by employees
allows users to publicly add keywords to the
will facilitate workplace democracy and the
shared contents, as it is totally different from the
distribution of knowledge organization tasks
traditional categorizing performed by an
among people actually using them, which will
authority or authors. Users can not only categor-
reect the real situation of knowledge under-
ize information for themselves, but also browse
standing and using from the users.
the information categorized by others. Today,
 Social classication is embedded in the
tagging is a widespread phenomenon popular-
workers business processes, and could mini-
ized by applications such as social bookmarking
mize the cognitive load for KM tasks.
(Del.icio.us) and social photo sharing (Flickr).
 Social classication is most helpful for an
Keywords tagging is nothing new; the interesting
enterprise when there is nobody in the
thing is that when persons tag in a public space,
librarian role or there are too many unor-
the collection of their keyword/value associ-
dered contents for few authorities to classify.
ations becomes a useful source of data in the
 Social classication can provide insights into
aggregate (Gruber, 2005). However, it is dis-
an individuals expertise and facilitate learning
cussed in some researches that tagging on the
from others.
internet has some limitations and weaknesses.
For instance, ambiguity can emerge as users
apply the same tag in different ways, while the So here we propose an improved social
lack of synonym control can lead to different tags classication-based method to organize knowledge

Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
DOI:10.1002/sres

146 Lu Liu et al.


Syst. Res. RESEARCH PAPER

resources and construct enterprise knowledge tagging, domain topic selection and inter-domain
map. topic association analysis.
 Individual knowledge tagging is a process of
social classication, which is the basis of the
OUTLINE OF THE PROPOSED METHOD
enterprise knowledge map construction. When
individuals refer to some documents, which
In this section, we describe the knowledge map
are helpful or important for his work, they will
structure and the architecture of the proposed
tag them. This is a process where knowledge
method for knowledge map construction.
workers organize their knowledge.
Figure 1 shows the proposed knowledge map
 Domain topic selection is a process to construct
structure. To illustrate the knowledge and their
a knowledge map for a team or department.
relationship, our proposed knowledge map is
When the members have classied the knowl-
composed of a number of domains, topics,
edge of interest, domain topics will be selected
knowledge resources and relationships.
from the tags given by individual through an
For an enterprise-wide knowledge map, it is
algorithm.
very difcult to draw all kinds of knowledge and
 Inter-domain topic association analysis is a
their categories into one picture. In order to
process to construct the enterprise knowledge
design taxonomy to cover the whole area of
map. It is carried out when two topics in
interest in enough details, here we dene domain
different domains are similar with each other
as the basic unit to organize knowledge and their
to some extent.
relationships. Domain is the context where a
specic task, project or business will be carried The relevant details will be discussed in the
out and also where knowledge is used, so next section.
domain-based knowledge mapping is more
meaningful. Similar to topic map, our proposed
knowledge map also consists of topics, which KNOWLEDGE MAP CONSTRUCTION
represent some concepts in a domain. Topics in
different domains are related to each other by In this section, the method to construct the
associations. A topic may also be related to enterprise knowledge map is described in detail.
knowledge resource by its occurrences. According to the framework mentioned in the
Figure 2 shows the architecture of the knowl- last section, the method includes three steps:
edge map system. In Figure 2, there are three individual knowledge tagging, domain topic
major tasks associated with the knowledge map selection and inter-domain topic association
construction method: individual knowledge analysis.

Individual Knowledge Tagging

Individual tagging is a process for an employee


to organize the knowledge of interest and form a
personal knowledge map, which records every
users ideas about knowledge classication and
his knowledge usage manners. When an
employee who works in a specic domain create
or experience with a document, he will label the
document with one or more proper labels which
he thinks could describe the document.
The social classication is formally stated as
Figure 1. Knowledge map structure follows.

Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
DOI:10.1002/sres

Method for Knowledge Map Construction Based on Social Classification 147


RESEARCH PAPER Syst. Res.

Figure 2. The basic procedure of knowledge map construction

To account for the full environment of social his knowledge usage manners. It means more for
tagging clearly, we dene the tagging to be a the organization. The collection of tagging data
three-place relation, Tagging (tagger, object, label). will provide great insight into the status of
Let Tagging ftg1 ; tg2 ;    ; tgk ;    ; tgs g be the allocating and applying knowledge and help to
set of tagging records, where tgk pl ; di ; tj , construct the enterprise knowledge map.
tgk k 1; 2;    ; s is a piece of tagging record.
pl l 1; 2;  ; h, di i 1; 2;  ; m, tj j 1; 2;  ; n
respectively denotes an individual employee, a Domain Topic Selection
knowledge item and a tag.
From the individual perspective, all of his We have mentioned above that a domain
tagging records will form a knowledge-tag provides a context where knowledge items and
matrix in Table 1. Here we can regard the tags
as attributes of the knowledge items. Table 1. A knowledge-tag matrix of an individual employee
In order to describe individuals knowledge t1 t2 t3 t4
classication pattern, we can construct the Hasse
Graph of the concept lattice (Sahraoui et al., 1999) d1 1 0 1 0
and form the individual knowledge map d2 0 1 0 0
(Figure 3). d3 0 1 1 1
Individual tagging is a process to form a d4 0 0 1 0
d5 1 1 1 1
personal knowledge map, which records every
d6 1 1 0 1
users ideas about knowledge classication and

Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
DOI:10.1002/sres

148 Lu Liu et al.


Syst. Res. RESEARCH PAPER

For the domain A, C is dened by the domain


expert as C fc1 ; c2 g, where c1 denotes import-
ant for the domain and c2 denotes not important
for the domain. Then the information gain of
each tag is calculated as follows:

Pt1 0:0021; Pt2 0:0219; Pt3

Figure 3. Individual knowledge map 0:2983; Pt4 0:0274; Pt5 0:0021

So here we select tag t3 as the representative


their relationships are displayed. When a specic attribute for this domain. Of course, it has no
task or project is carried out, a domain appears. problem to select the top three or top ve tags.
As the project is going on, the tag space will After selecting the representative tag, we have
consist of many unique terms, words or phrases to link the documents to the topic to show the
that are tagged on documents. An example of occurrences. Table 2 can be transformed into a
knowledge tagging records of domain A is domain knowledge-tag matrix in Table 3.
shown in Table 2. It is highly desirable to reduce This matrix is different from Table 1. Let
the tag space without sacricing categorization B fbij g be the matrix, where
accuracy. 
According to Yangs study on feature selection u if di is labelled with tj
bij
techniques (Yang and Pedersen, 1997), infor- 0 else
mation gain has relatively good performance. So
here the domain topic is selected by analysing u denotes the tagging frequency of tag tj for
domain members tagging data and calculating knowledge item di. Here, we dene Supportj to
the information gain of each tag. The bigger the measure the support of tag tj from all knowledge
information gain of the tag is, the better the tag items: Supportj fs1j ;    ; sij ;    smj g, where
classies the document to a category. Assume bij
that the current tag is t, and the set of categories sij m
made by domain expert is C {c1, c2, . . .,cm}, the max bij
i1
information gain of tag t is dened to be
So, the support of tag t3 is Support3
X
m f1; 0:5; 0:5; 0:75; 0:25; 0; 0; 0; 0g. Figure 4 is the
IGt  Pci log Pci domain knowledge map.
i1
X
m
Pt Pci =t log Pci =t Inter-Domain Topic Association Analysis
i1
X
m
In order to facilitate knowledge reuse among the
Pt Pci =t log Pci =t
organization scope, it is necessary to relate the
i1
topics of different domains by similarity, which is

Table 2. All tagging records of a domain


d1 d2 d3 d4 d5 d6 d7 d8 d9

p1 t1, t3 t2 t2, t3,t4 t3 t1, t2,t3,t4 t1, t2,t4


p2 t1 t1 , t3 t2, t3 t4 t1,t4 t4,t5
p3 t1, t3 t1,t2,t5 t3 t1,t2,t5 t2,t5 t5
p4 t2, t3 t2,t3 t2 t3 t2 t4 t5
p5 t1, t3 t1,t2

Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
DOI:10.1002/sres

Method for Knowledge Map Construction Based on Social Classification 149


RESEARCH PAPER Syst. Res.

Table 3. Knowledge-tag matrix of domain A


t1 t2 t3 t4 t5

d1 4 1 4 0 0
d2 2 3 2 0 1
d3 0 3 2 1 0
d4 0 0 3 0 0
d5 3 4 1 1 1
d6 1 1 0 2 0
d7 1 0 0 2 0
d8 0 1 0 0 1
d9 0 0 0 1 3

Figure 5. Inter-domain topic association

the process of the enterprise-wide knowledge


map construction.
Topic (tag) here is represented in vectors domain A and domain B (we do not list the
topicx fw1x ; w2x ;    wmx g,where each wix is a tagging data in domain B).
weight for document di for topic x and
wix six i 1; 2;    ; m. Similarity of two topics
in different domain equals to cosine of the angle KNOWLEDGE MAP SYSTEM
between them, i.e. IMPLEMENTATION

topicx  topicy Based on the proposed method, a prototype


simtopicx ; topicy cosu   
topicx topic  knowledge map system is being implemented in
y a knowledge management project for a Chinese
P
wix  wiy manufacturing enterprise. The enterprise will be
rP i
r referred to as HFC due to condentiality. HFC is
P 2
w2ix wiy a large state-owned aviation industrial limited
i i company in northeast China. Its main business
scope covers the design and development of
If the similarity between topic x and topic y is aeroplans. Design is a knowledge-intensive
greater than a predened threshold b, then we activity. After more than 50 years of develop-
will build a connection between these two topics. ment, HFC has accumulated a large number of
Otherwise, there is no association between them. unordered knowledge materials, which leads to
Figure 5 shows the topic association between the ineffectiveness of knowledge searching and
using, so it is an urgent task for HFC to organize
its knowledge resources and construct its own
knowledge map.
The system employs service-oriented architec-
ture (Zhang et al., 2008). Individual tagging, work
centre knowledge recommendation and organ-
izational knowledge map construction are
designed to be the three fundamental functions
of the system.
Individual tagging is an important function in
the system. It allows users to organize knowledge
of interest during his work. When a user tags a
Figure 4. Domain knowledge map document in the repository, the tagging action

Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
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150 Lu Liu et al.


Syst. Res. RESEARCH PAPER

Figure 6. Individual tagging

Figure 7. The user interface

will be stored as a record and the tag will be according to his/her expertise and experiences.
saved as an attribute, as is shown in Figure 6. The enterprise knowledge map is constructed
Figure 7 shows the user interfaces of individual when the topics in different domain are related to
tagging. each other by similarity.
We design a virtual collaboration environment,
work centre, to manage the knowledge in a
domain. Work centre is a platform where members
can share opinions about knowledge classication CONCLUSION
application. On one hand, every members tagging
data will be collected and analysed, and a In this paper, we design a method for enterprise
recommendation based on collaborative tagging knowledge map construction based on social
will be given. On the other hand, an expert in this classication. Social classication is currently
domain draws the domain knowledge map popular on the internet. We demonstrate the

Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
DOI:10.1002/sres

Method for Knowledge Map Construction Based on Social Classification 151


RESEARCH PAPER Syst. Res.

collaborative tagging will provide some prag- organizations: productivity in franchises. Manage-
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Copyright  2009 John Wiley & Sons, Ltd. Syst. Res. 26, 143^153 (2009)
DOI:10.1002/sres

Method for Knowledge Map Construction Based on Social Classification 153

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