Knowledge Repositories in Action: Case of the InterAmerican Development Bank

1. Knowledge Repositories in Action: Case of the InterAmerican Development Bank • Karen Mokate – karenm@iadb.org • Kyle Strand –kyles@iadb.org • Joseph Busch - jbusch@ppc.com KMWorld 2010 – Washington, D.C.

2. http://www.iadb.org The Inter-American Development Bank Discussion Papers and Presentations are documents prepared by both Bank and non-Bank personnel as supporting materials for events and are often produced on an expedited publication schedule without formal editing or review. The information and opinions presented in these publications are entirely those of the author(s), and no endorsement by the Inter-American Development Bank, its Board of Executive Directors, or the countries they represent is expressed or implied. This presentation may be freely reproduced.

3. Outline • IDB Background & Context • IDB Knowledge Products • Building our Institutional Knowledge Repository • Challenges Ahead • Lessons Learned

4. Inter-American Development Bank MISSION: To accelerate the economic and social development of our borrowing member countries, both individually and collectively.

5. Inter-American Development Bank • Development Financing • Loans / Grants • Technical Assistance • Research • 48 member countries (shareholders) • 26 in LAC (majority share) Offices in 29 countries

6. Inter-American Development Bank 2000 Staff Members Plus $53 million per year in consultant services

7. A Bank? A DEVELOPMENT Bank…..

8. A DEVELOPMENT Bank…. Databases Technical Notes Working Papers Project Preparation Reports Evaluations Presentations Training Materials Lessons Learned Books More… KNOWLEDGE PRODUCTS

9. IDB Products – past paradigm Sovereign Guaranteed Financial Products: loans, grants, Non-Sovereign Guaranteed Financial Products: loans, grants, Non-Financial Products: development knowledge, others

10. IDB Products – current perspective Non-Sovereign Guaranteed Financial Products: loans, grants, Sovereign Guaranteed Financial Products: loans, grants, Knowledge Products: analytical work and capacity-building

11. Another Approach to the Business Case: Search for / Reuse of Knowledge Products If we can save 23 minutes of time per week per staff member, the investment in the knowledge repository pays for itself in a single year.

12. Objectives, Mantra ACCESSIBILITY VISIBILITY

13. Challenges to Better Accessibility • Inadequate management and maintenance, as well as obsolescence of e-docs system • Extremely sparse metadata • Scarce recognition of the INSTITUTIONAL ownership of our knowledge products • Inadequate, out-of-date and neglected search capacity • Multiple, fragmented, non-validated vocabularies • No enterprise management role or governance for search, vocabulary, metadata

14. Challenges to Visibility of KPs Publications Page: links to pdf file, with no related knowledge products, no additional data, no user interaction

15. Challenges to Visibility of KPs 2 Google links to pdf file, with no link-back, no links to related KPs.

16. Institutional Knowledge Repository (IKR)

18. IKR Component: Search Engine • Global & Publications Page • Intranet pages (SEC, LEG, SCF, Infolinks, others) • Intranet Search Portal (Zahorí)

19. Order, consistency for metadata

20. Post-secondary Education Higher Education Tertiary Education

21. Facets in our Vocabulary • Document Type • Access Control • Organizational Unit • Countries & Regions • Topics & Sectors

23. Repository Platform Users / Producers (KPs) D-SPACE – Metadata and links IDB Docs files Knowledge Products (within IDBDocs) IDB Docs Metadata

24. Knowledge Repository D-SPACE – Metadata and links IDB Docs files Vivisimo Search Knowledge Products (within IDBDocs) IDB Docs Metadata

25. IKR Component: Repository Platform • Content ingest (Bank Knowledge Products) • Pilot groups: RES, ICF, SDS, INDES • Next: SCF, OVE BRIK

26. Accessible and Visible

27. Access by Collection

28. Search by Author

32. IKR Component: Governance & Management • Advisory Group Consultations  IKR Policy Proposal • Definition of Knowledge Products • Access policies and controls • Policies and practices for ingesting KPs into the IKR • Mandate for ingest of KPs into the IKR • Institutional priorities during ingest of KP stock • Ownership permissions re: KP stock in IDBDocs

33. Ingest Workflow KP produced, approved 1 2 3 Submission Departmental Review Centralized Quality Control Accessible and Visible in BRIK

34. Next Steps • Ingest of identified KPs • Training and support to departmental editors • Approval of IKR policies • Training and support to authors, editors • Identification and ingest of siloed products • Incorporation of Vocabulary into Software and into D-Space • Definition and implementation of a “gatekeeper” role

35. Pending Challenge: Multilingual Development Metadata multiple languages Metadata 1 language

36. Lessons Learned • Manage each of the four components as a project, manage their coordination proactively • Include the management/governance dimension from the start, build up the support for the decisions that will have to be made • Communicate, Communicate, Communicate • Across the organization • Buy-in, engagement • Engage management. Create a business case and sell it. • Start out with those units/groups that want to work with you, and keep the group open • Manage the repository as a living entity, the goal is not an short-term investment or an immutable finished product

37. Thank you Questions? Comments? Karen Mokate Kyle Strand Joseph Busch karenm@iadb.orgkyles@iadb.orgjbusch@ppc.com www.iadb.org