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Redesign and Improvement of Knowledge Management Software Final Degree Project Redesign and Improvement of Knowledge Management Software Studies: Telecommunication Engineering Author: Diana Cant´oEstany Tutor: Professor LIU Fuqiang Supervisor: Professor Marcel Fernandez Date: November 2013 Contents 1 Introduction 8 2 Objectives 10 3 OpenKM 12 3.1 Developer Guide . 13 3.2 OpenKM source code . 14 3.2.1 Admin pages . 15 3.2.2 Fronted . 16 3.2.3 Login pages . 17 3.2.4 Web-Inf . 17 4 New Design and Tools 18 4.1 Design . 18 4.1.1 Colour . 19 4.1.2 Interactivity . 20 4.1.3 Size . 20 4.1.4 Shape . 20 4.2 Tools . 21 4.2.1 Usability . 21 4.2.2 Select all . 22 4.2.3 Sort . 23 4.2.4 Pop-up menu . 25 5 Workflow 29 1 Redesign and Improvement of KM Software 5.1 Basic Workflow elements . 30 5.1.1 Nodes . 30 5.1.2 Transactions . 31 5.1.3 Actions . 31 5.2 Forms . 31 5.2.1 Form elements . 33 5.3 Tasks . 34 5.4 Mail . 36 5.5 Join and Fork . 36 5.6 Advanced simulation . 37 6 Task management desktop 39 6.1 Novelties . 41 6.1.1 Structure . 42 6.1.2 Not workflow related tasks . 43 6.1.3 Subtasks . 44 6.1.4 Other details . 44 7 Conclusions 45 8 Future Work 47 A OpenKM Specifications 48 B Courses 50 C Platform final design 51 D CSS files 53 E JSP files 83 F Invoice Example - Figures 89 G Modified Files 92 2 List of Figures 4.1 Old colour design . 19 4.2 New colour design . 20 4.3 Hovered and non-hovered button . 20 4.4 Login page . 21 4.5 Code for the Select All button . 22 4.6 Profile edit menu with "select all" buttons . 23 4.7 Code for sorting tables . 24 4.8 User list menu listed alphabetically A-Z and Z-A . 24 4.9 Pop-up menu to create a new user . 25 4.10 Code to display the pop-up menu . 26 4.11 Ajax functions for the pop-up menu . 27 5.1 Workflow form example source code . 31 5.2 Workflow form example render . 32 5.3 Use of workflow process instance objects . 32 5.4 Form for the reception of a document . 34 5.5 Task properties setting . 35 5.6 Task properties code . 35 5.7 Example of the use of a MAIL node . 36 5.8 Workflow using FORK and JOIN nodes . 37 5.9 Image file . 38 6.1 Eisenhower matrix . 42 6.2 Create task . 43 3 Redesign and Improvement of KM Software 6.3 View Task . 44 C.1 Main Desktop - Old Design . 51 C.2 Main Desktop - New Design . 52 F.1 Form . 89 F.2 Source code . 90 F.3 Decision handler . 91 F.4 Action handler . 91 4 Redesign and Improvement of KM Software RESUM La gesti´odel coneixement ha esdevingut una qesti´ode gran import`anciaper a les empreses i entitats aquests ´ultims20 anys. Aix´ıdoncs, adaptacions en la tecnologia, com bases de dades, sistemes experts, repositoris de coneixement, sistemes de suport per la presa de decisions en grup, intranets i sistemes digitals de suport pel treball en equip han sigut introdu¨ıdesper tal de sumar esforos en la tasca de la gesti´ode coneixement. L'OpenKM ´esuna plataforma basada en software lliure que ens ajuda a gestionar de manera efectiva la intellig`enciadisponible als nostres recursos. Tamb´einclou una eina de gesti´ode tasques que permet als administradors fer un seguiment exhaustiu de les tasques assignades als diferents usuaris. Aix´ıdoncs, en aquets projecte el codi font de l'OpenKM ´esmodificat per tal d'afegir noves capacitats i renovar la imatge de la plataforma. A m´es a m´es,es proposa un nou escriptori pel gestor de tasques amb la finalitat de permetre noves funcionalitats i ajudar als usuaris a millorar les seves habilitats en la gesti´odel temps. 5 Redesign and Improvement of KM Software RESUMEN La gesti´ondel conocimiento ha llegado a ser una cuesti´onde gran importancia para empresas y entidades durante estos ´ultimos20 a~nos.En consecuencia, adaptaciones en la tecnolog´ıa,como bases de datos, sistemas expertos, repositorios de conocimiento, sistemas de apoyo en la toma de decisiones en grupo, intranets y sistemas digitales de apoyo para el trabajo en equipo han sido introducidas con el objetivo de sumar esfuerzos en la tarea de la gesti´ondel conocimiento. OpenKM es una plataforma basada en software libre que nos ayuda a gestionar de manera efectiva la inteligencia disponible en nuestros recursos. Tambi´enincluye una herramienta de gesti´onde tareas que permite a los administradores hacer un seguimiento exhaustivo de las tareas asignadas a los usuarios. As´ıpues, en este proyecto el c´odigofuente de OpenKM es modificado con tal de conseguir nuevas capacidades y de renovar la imagen de la plataforma. Adem´as,se propone un nuevo escritorio para el gestor de tareas con el fin de permitir nuevas funcionalidades y ayudar a los usuarios a mejorar sus habilidades en la gesti´ondel tiempo. 6 Redesign and Improvement of KM Software ABSTRACT Knowledge management has become a main issue for companies and institutions in the last twenty years. Thus, specific adaptations of technologies such as knowledge bases, expert systems, knowledge repositories, group decision support systems, intranets, and computer-supported cooperative work have been introduced to further enhance knowledge management efforts. OpenKM is a free software based platform which helps to efficiently manage the intelli- gence of the available resources. Moreover, it includes a task management system which allows administrators to keep track of the tasks assigned to any users. However, the platform does not include all the functionalities needed to performance all desirable tasks from a user point of view. Thus, in this project the OpenKM source code is modified in order to add new capabilities and renew the image of the platform. Furthermore, a new task management desktop is proposed in order to allow new functionalities and help the users improve their time management skills. 7 Chapter 1 Introduction Knowledge management efforts have a long history, to include on-the-job discussions, formal apprenticeship, discussion forums, corporate libraries, professional training and mentoring programs. More recently, with increased use of computers in the second half of the 20th century, new technologies development has made that companies and institutions focus their efforts on handling a huge amount of information. Few years ago, the focus was on obtaining this information. Over time, the focus shifted to digitalizing and building the infrastructure to share this documentation around the world. Nowadays, the focus is on finding the best way of managing and classifying all the documents, video and other sources of knowledge to make them easily accessible. But knowledge management is not the only problem that concerns institutions and com- panies. The concept of "soft skills" has appeared as the future personal attributes that will make the difference among hundreds of well-prepared professionals. Unlike hard skills, which are about a person's skill set and ability to perform a certain type of task or activity, soft skills relate to a person's ability to interact effectively with co-workers and customers and are broadly applicable both in and outside the workplace. Thus, it has appeared to be a key element on making the difference among rival companies, as well. Soft skills enhance an individual's interactions, job performance and career prospects and are an important part of someone's individual contribution to the success of an organization. In consequence, new software and tools are being developed and further improved with the aim of strengthening these attributes. Nevertheless, the concept of soft skills is hugely broad including proficiencies such as communication skills, conflict solving, personal effectiveness, strategic thinking and team building, to name a few. Directly related to personal effectiveness, concepts like task management and time man- agement can be found. These two attributes can be easily tracked in a digital way pro- viding the user with tools that will help him analyse their amount of work, their available time and the way it is being spent. Task management may form part of project manage- ment and process management and can serve as the foundation for efficient workflow in 8 Redesign and Improvement of KM Software an organisation. Therefore, we can have a positive impact on an individual's soft skills and, by extension, to its performance in its workplace. In this project the use of specific software that combines both knowledge and task man- agement tools is proposed. OpenKM consists of 4 desktops: the main one, where all the documentation is accessible; the searcher, where different kinds of criteria can be used to find the desired information; the dashboard, where the user can keep track of its tasks and the new documentation uploaded to the system; and the administration desktop, where the administration can create users and profiles, start and assign tasks and define other configuration properties. The focus of this project is to improve the platform in order to make it more comfort- able, dynamic and intuitive. Therefore, the source code has been modified allowing new functionalities such as sorting lists or having pop-up menus and the image of the platform has been renewed. Furthermore, a new task management desktop has been proposed in order to allow the specification of tasks' priority and deadline, as well as including in the system tasks not directly assigned by the administrator. 9 Chapter 2 Objectives In this project, the use of a particular knowledge management platform is proposed.
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