November 26, 2018

Knowledge Management with TerraLink Solutions Based on Opentext Platform

The knowledge management process

While everybody wants to use knowledge databases, nobody wants to populate them and the majority of people do not share their knowledge in a formal environment. To chat or email is much easier than to create an article or correct an existing one in a corporate knowledge base or wiki. The challenge, then, is how to motivate people to share knowledge – especially if those same people are competing with each other in, for example, sales departments. How can we solve this problem? Maybe can we develop a motivation program? A special bonus for each wiki article that is created? Or can we automate the process somehow?


The diagram above shows the process of knowledge management. It starts from identifying a knowledge item, before fixing and formalizing it in a standard view. Next, we decide which place is the best to store that knowledge to ensure all engaged people can see it. This, however, prompts another problem in knowledge management: how to notify business users properly and how to say things like “Pay attention to this document, it’s very important!” or “This document is also important, but nothing special”.

Using knowledge is the next step in the process. All engaged people should have an opportunity to provide feedback. Was the item useful for them? Do they have a suggestion to improve it? Last but not least is the process of actualizing knowledge. Everybody, and especially new business users who have just started working in the area, should be able to trust the knowledge and use it in their work. If they cannot, then the item should be reviewed or put into the archive.

Understanding hidden knowledge

In the industrial field, for example, many different documents are linked to one piece of equipment. These can include tender documentation, purchase orders, operation manuals and repair documentation. But what happens when something goes wrong during operations? More often than not, you open a document and see a phrase like “If your equipment doesn’t work, please call the manufacturer”. There are many reasons why things go wrong. To find the exact reason you’ll probably have to wait until someone visits your premises and solves the problem. While they will explain to your engineers what happened, over time your engineers can either forget the solution or simply leave your company, leaving new engineers or engineers from another office unaware of how to solve the problem. And so, the story repeats.

So how can you move that hidden knowledge into a standard solution that everybody can access? Let’s suppose that an engineer from one shift didn’t notify his colleague from another shift about a problem with launching a new gas turbine. The second engineer read all the relevant manuals and tried to follow them, but was unable to solve the problem on his own. Eventually, he emailed his colleague to ask how he had solved the problem. His colleague replied and from there everything worked fine. But what are the chances of the problem appearing again tomorrow? And will anybody know what to do? That’s why we need to fix, classify and publish this knowledge.


The diagram above shows the seven questions that need to be answered to use hidden knowledge. We should know where to find the information sources, understand the information we gather, and know how to structure and store it. Finally, we need to know how to share and actualize knowledge, and how we can find it in future.

How to use knowledge


This diagram describes which OpenText products can help us with knowledge management. The key product is OpenText Text Mining, which is the first step in gathering knowledge. Content Server helps us to create, structure and store knowledge items, while Magellan visualizes knowledge items via different reports and forecast models.

  • Where to Gather Information?
  • Where can we gather knowledge? Text Mining can be integrated with different web sites, such as forums where people discuss specific topics. We can use their knowledge and experience, as well as get updates of official documentation from vendors. If there are several different ECM storages in the company, we can gather information from all of them.

  • What Information Are We Getting?
  • After having established the connection with different data sources, we start collating different data. To transform it into information, we first need to know what kind of data we’ve got. Text Mining helps us with this. It can search text and find out the names of the people who were involved in the discussion, discussion topics, and other metadata. Having the metadata means we can manage data flows and lead the data to the knowledge manager most keen on this area.

  • How to Create Knowledge?
  • After classifying the information, we should decide if it is useful and actual. The knowledge owner makes this decision with support from knowledge managers who are keen on this area.

  • How to Structure Knowledge?
  • Eventually, we’ve gathered information from different sources and created a structured and relevant knowledge item. Now we need to classify it. OpenText Content Server can analyze the item and find key words and the meaning of the text. We can also split knowledge items by document type and source.

  • Where to Store Knowledge?
  • Using the metadata, we can decide which is the best folder to store a new knowledge item.

  • How to Distribute Knowledge?
  • Once a knowledge item is created, we will need to share it with all engaged people. All of these people have their roles and the system understands what kind of knowledge would be useful for them, so they can automatically receive new knowledge items and rate them. If the knowledge item gets positive feedback, the system increases its rating – leading to even wider distribution of this element across the organization.

  • How to Actualize Knowledge?
  • Every so often we should ask engaged people if they still find the information useful, actual and relevant. If the answer is “no”, then it should be archived or actualized by other people.

  • How to Find Knowledge Items?
  • It is important to know how to find knowledge items. Content Server indexes all files, enabling us to search necessary information using metadata tags or the document’s content.

* * *

We hope this article helps you to turn your company into a Knowledge Organization. To arrange a demonstration of TerraLink’s Knowledge Management solutions, please, contact us.

* * *

About OpenText and TerraLink: OpenText, founded in 1991 in Canada, is one of the world's largest vendors of solutions for managing enterprise content. TerraLink has been working with OpenText products for more than 15 years. It has the highest Platinum partner status and has won several awards for its achievements.