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Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies (2017)

Chapter: Appendix: Knowledge Management Technology Tools and Resources Catalog

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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Suggested Citation:"Appendix: Knowledge Management Technology Tools and Resources Catalog." National Academies of Sciences, Engineering, and Medicine. 2017. Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies. Washington, DC: The National Academies Press. doi: 10.17226/24961.
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Below is the uncorrected machine-read text of this chapter, intended to provide our own search engines and external engines with highly rich, chapter-representative searchable text of each book. Because it is UNCORRECTED material, please consider the following text as a useful but insufficient proxy for the authoritative book pages.

A-1 Appendix: Knowledge Management Technology Tools and Resources Catalog The catalog in this appendix includes a variety of technology tools that can be used to support KM within transit agencies. Table A-1 provides an overview of the categories of information that are provided for each technology tool. Table A-1: Category Descriptions for KM Technology Tools Information Catalog Category Description Description Open-ended, short description of what the tool offers or does. Describes how the technology could be used to support KM: Is it used to transfer data? Does the system enable person-to-person exchange (i.e., a dynamic back and forth) or more static exchange (i.e., posting of information)? Can users identify/search for key information? Does the system simply store data? Type of Tool/ Technology The category of KM function that the system/tool serves (e.g., document library, blog, social network service, knowledge portal) KM Function Shows which aspect of KM the tool serves (e.g., identifying knowledge, knowledge creation, posting/storage, sharing/discussion, applying knowledge). This information is related to the KM strategies that transit agencies may employ such as those focused on knowledge capture, retention, or transfer. Features Open-ended description of the features of the system. This content is sourced from the system/tool website and online reviews of the product. System Limitations Open-ended, short description of what the system is lacking or cannot do or how it may not be a good fit for transit agencies. Cost Available information on pricing of the tool is provided. "Soft" KM Alignment Indicates how this tool supports non-technology KM systems such as after-action reviews, mentoring, cross training, on-the-job training, job shadowing, exit interviews/surveys, peer reviews, knowledge donating, or knowledge collecting. Organization Size Indicates probable best alignment to organization size (small, medium, or large) based on information such as cost, features, and implementation requirements. A "small-large" notation indicates it is likely suitable for all organization sizes. The technology tools, along with their description, are presented in Tables A-2 through A-5. Tools with the following purposes are included: Posting/Storage; Collaboration, Sharing, and Discussion; Sustaining Knowledge; and Cross-Cutting tools. Following the presentation of technology tools, the remainder of this appendix presents tables with additional KM resources. These additional resources include KM Templates and Guides KM Journals KM Online Training KM Certifications KM Conferences

Table A-2: KM Technology Tools – Posting and Storage Tools System Name: Bloomfire Description: Bloomfire is an enterprise knowledge and collaboration platform that is driven by social interaction. Features: Storage Capability Content is stored on the cloud. Videos, movies and photos can be uploaded by users. It appears that Bloomfire works with other applications to provide storage but storage is not inherently part of Bloomfire’s features. Bloomfire likely works with other applications to store files that are uploaded. This is supported by the primary application types Bloomfire works with such as Dropbox, Box, and SharePoint. Internal Directory Bloomfire provides function for employees to learn about work from a different perspective and gain contact for specific types of knowledge if needed. Collaboration Features Users receive a feed of content that makes it easy to share and collaborate. Feed content is determined by group membership and shows posts that users are tagged in or recent posts from user's groups. Has a Q&A feature that allows users to ask and answer questions among teams; users can directly ask another question or leave a question open for several users to respond to. With these features, Bloomfire can be used as a social intranet, with public-facing content and areas as well. Search Capabilities Bloomfire features a Q&A engine and a search feature that allows users to easily find any information that they need. Uploaded content is automatically tagged and sorted. Offline/Mobile Capability It is accessible from desktop, mobile, or tablet. Has mobile apps on iOS, Android, and BlackBerry. There are no limitations on memory usage. Wiki Management Users have a personal feed that brings them relevant information. Content can be organized by group, geography, job function, interest. Integration with other IT Bloomfire can be used with Box, Dropbox, Google Drive, Microsoft OneDrive, Salesforce, Microsoft Office. Sources https://bloomfire.com/pricing/ https://www.getapp.com/collaboration-software/a/bloomfire/ https://reviews.financesonline.com/p/bloomfire/ https://bloomfire.com/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Document library system, Social Network Service Identifying Knowledge, Posting/Storage, Sharing/Discussion, Dissemination/ applying knowledge Users are defined as anyone who is interacting with the interface—asking questions, posting comments or content. Since it is billed monthly and per user, this could end up being very expensive. Bloomfire: $12 user/month (billed annually) Bloomfire Enterprise: $17 user/month (billed annually) Minimum 100 users After-action review, Communities of Practice Small - Large

Table A-2: KM Technology Tools – Posting and Storage Tools System Name: Communifire Description: Communifire is an intranet tool that allows users to easily share and track documents, while also interacting socially. Features: Storage Capability Storage ranges from 10GB of memory (10 users) to unlimited memory (250+ users). Maximum upload is 50 photos at a time. Only JPG, JPEG, GIF, BMP, or PNG files are allowed. Maximum file size is 20480 KB. Internal Directory Employees can build profile pages with information about their position, location, area of expertise, etc. All employees can browse this directory, allowing them to identify subject matter experts. Collaboration Features Branded as a social intranet software, Communifire allows users to interact through Q&A features, polls, events, surveys and more. Search Capabilities Communifire can search through tagged content in a group, can filter results to specific content categories (blogs, articles, etc.), and uses permission checks to return information that a user has authorization to view. Offline/Mobile Capability Supports Android, iOS, BlackBerry, and Windows devices. Wiki Management Communifire has designated Wiki pages. Integration with other IT Communifire has the following integrations available: HTML CSS Bing Maps Google Spreadsheets MailChimp SlideShare Facebook Twitter MP4, YouTube, Vimeo PDF MS Office and Open Office documents Sources https://axerosolutions.com/pricing/ https://axerosolutions.com/solutions/social-intranet-software https://www.getapp.com/collaboration-software/a/communifire/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Document library system, Social Network Service Identifying Knowledge, Posting/Storage, Sharing/Discussion, Dissemination/ applying knowledge Some users have reported bugs with mobile applications. If memory is limited to 10, 30, 50, or 75 GB that means very little storage space for a potentially large amount of resources—content such as video storage would be very limited. Starter: 10 users, 10 GB, $50/month Plus: 50 users, 30 GB, $250/month Pro: 100 users, 50 GB, $500/month Max: 500 users, 75 GB, $1,000/month After-action review, Communities of Practice Small – Large

Table A-2: KM Technology Tools – Posting and Storage Tools System Name: MS OneDrive for Business Description: OneDrive is a file hosting service that allows users to sync files and later access them from a web browser or mobile device. OneDrive for Business is a managed cloud storage for business users that replaces SharePoint Workspace. The physical medium on which the information is stored can be either hosted on-premises or purchased as service subscription from Microsoft. Features: Storage Capability OneDrive for Business gives users 1 TB or 5 TB of cloud storage (based on subscription type). The maximum size for files uploaded to OneDrive is 10GB. Internal Directory OneDrive is included in Office 365 packages so finding a person's contact information is easy if you already know the person you need to connect with. Collaboration Features While OneDrive is a personal storage device, it allows users to share documents with a built in "Share" feature that emails files to others. If users receiving the file have a Microsoft account, they can sign in to edit the document, allowing for collaboration between users. Real-time collaboration also available. Search Capabilities OneDrive search scans documents for text-related search terms. Offline/Mobile Capability Features offline access. Files up to 10 GB in size can be stored, shared, and accessed on desktop or mobile. Wiki Management Designated Wiki pages can be created, but do not seem to be a fully functional feature. Integration with other IT Features Office integration. Sources https://onedrive.live.com/about/en-us/ https://onedrive.live.com/about/en-us/business/ https://onedrive.live.com/about/en-US/plans/ https://www.getapp.com/collaboration-software/a/onedrive/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Document Storage/ library Storage, Posting/Sharing While OneDrive would be very beneficial when coupled with other tools, it can only be used for file storage on its own. OneDrive for Business does not allow folders to be shared to external users unless they create or log onto a Microsoft account. $5 user/month (1 TB), $10 user/month (5 TB per user) Knowledge sharing, creation, storage. Communities of practice, collaboration. Small - Large (if coupled with other tools)

Table A-2: KM Technology Tools – Posting and Storage Tools System Name: Igloo Description: Igloo is "a modern intranet [that] connects people to three things: people, information, and processes." Features: Storage Capability: With Igloo, you can create knowledge bases to store processes and policy documents in a place that is easy to find. 10 GB storage is available for free use and up to 100 GB for paid teams (Standard package). Internal Directory: Igloo’s people directory helps you figure out who has the information you need to get your job done, then locate them. Locate people and expertise right from the top-level search. Once users find who they're looking for, users can click on one of their skills or interests to find more people like them. Collaboration Features: Igloo allows users to sync calendars and easily track version history for uploaded files. Igloo is social, which means employees will be able to like or comment directly on the page, which lets users get a look at the conversations that happen within their organization. Igloo lets users share files securely with their team, go back and forth between the different versions of files with version control, coordinate department or out-of-office calendars, promote important corporate announcements via blog posts, implement policies through wikis, and make sure employees read them with read-tracking. Customers and partners can benefit from the same enterprise-grade security, document sharing, and multi-lingual collaboration options. You can choose to have a fully public community, like a corporate extranet, or a hybrid community with both public and private spaces. Search Capabilities: There is an extensive search capability across the entire site. Users can place search fields on pages, spaces, wikis, or anywhere else that supports the use of widgets. Search results are fully permissioned, so users only see the content they are allowed. Offline/Mobile Capability: Igloo automatically adapts to whichever device you’re using. Users get the same, full community experience regardless of screen size. Igloo also has mobile web app which is available for iOS, Android, and BlackBerry, giving members one-click access to their community from their smartphone. Wiki Management: Igloo features Wikis and has blog capabilities. Integration with other IT: Igloo has integration with Office 365, Salesforce, Google Drive, Google Analytics, Active Directory, SharePoint, Yammer, Outlook, Google Calendar, Eloqua. Sources https://www.igloosoftware.com/; https://www.getapp.com/collaboration-software/a/igloo-software/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Intranet Posting/Storage, Sharing/ Discussion Although there is a free option, that is not particularly viable for transit organizations (unless it is a very small agency). The expert option that would be used for organizations larger than 250 is likely to be fairly expensive. Free: Small groups (up to 10), Spaces for 5 “teams” or groups, 10 GB total storage Standard (billed annually): $12 user/month, Up to 250 people. Spaces for 10 teams, 100 GB Storage Expert (billed annually): Custom pricing and features. Determined by role of intranet, frequency of use, and requirements Knowledge sharing, storage Med - Large

Table A-3: KM Technology Tools – Collaboration, Sharing, and Discussion Tools System Name: Hoop.la Description: Hoop.la is a flexible, feature-rich SaaS platform that can serve as a KM intranet. It provides a cohesive environment for staff to share, interact, provide feedback, and converse. Features: Storage Capability The organization can upload media such as photos, videos, audio files and documents, and users can access forums to discuss topics, including attaching videos and photos to posts. Databases store information and records. Unlimited disk space is available and file upload size is limited to 100MB. Internal Directory Hoop.la has a member directory page that allows users to see information about all others in the organization. Collaboration Features Surveys can be used to engage with community members. Chat rooms allow for live conversation that people can drop into at any time. "Recipes" are automated workflows that can be customized based on activities that occur. Contributions from users can be recognized and rewarded. A variety of widgets can help with content creation and publishing. Hoop.la includes blogs, discussion forums, calendars, chat rooms and events, surveys, media-sharing, and commenting. Public content is easily shared with others outside of the community. The site can be customized to the organization's theme and branding. The "QuestionShark" feature allows users to post support inquiries (to HR/IT, etc.). Search Capabilities All content on the site is searchable. Wiki Management Permissions give the organization control over who can post, view and manage content. Sources https://www.hoop.la/ https://www.getapp.com/collaboration-software/a/hoop-la/ http://www.capterra.com/p/122696/Hoop-la/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Social network, content management system, intranet Sharing, discussion, creation of knowledge. Collaboration through forums and chats. Mobile access is limited. In addition, the complexity of managing the product may not be suitable for transit agencies who are just beginning KM strategies. Ranges from basic use at $750/month for up to 400 users to $4750/month for 2,000 members and premium functionality. Communities of practice, education and training, employee intranet Medium and Large

Table A-3: KM Technology Tools – Collaboration, Sharing, and Discussion Tools System Name: Ning Description: Ning is a social networking platform and content management system that can be used to connect organizations to employees, customers and each other. Features: Storage Capability 1TB maximum storage. A file that you upload to the network can be up to 7MB in size. Internal Directory Ning users create profiles where users can include information about their position, areas of expertise, etc. Collaboration Features The site offers forums and photos, sharing and customized user profiles as well as the ability to email all users. Posts can be made by the organization, members or invited users. Members can submit their own photos, videos and blog posts. The Box.net application provides advanced content management capabilities to a Ning Network, empowering organizations to manage, access and share any type or size file directly within the Ning environment. Through Box.net and Ning, users can collaborate on projects with their Ning Network connections in a secure online workspace, keeping their content and workflow centralized on Box. The organization's community can be public or completely private. You can set individual sections to be public or private. Search Capabilities Ning Networks come with a search function. If users would like to enable everyone to be able to search for content on their network as well, they can add a Google Custom Search bar to their network. Offline/Mobile Capability Due to responsive design and HTML5, the tool can be used on a phone, desktop or tablet. Wiki Management Ning provides a simple design studio to customize the website and incorporate Wiki-style function. Integration with other IT Organizations can integrate information from other social network streams to get real-time information (such as YouTube/Twitter/RSS). Sources https://www.ning.com Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Social Network, Content Management System Knowledge dissemination/ sharing To add more KM functionality, organizations would have to add the Box.net Ning App. Besides forums and posting as on social media, there doesn't appear to be ability to store information or data unless the organization adds the Box.net application, at an additional cost (approximately $2,400 in a year). Three prices available (from $25/mo. to $99/mo.) depending on the number of users and administrators and level of support needed. Free trials exist. Communities of practice, social networking, collaboration Medium and Large

Table A-3: KM Technology Tools – Collaboration, Sharing, and Discussion Tools System Name: eXo Platform Description: eXo Platform is a collaboration and social networking tool. Features: Storage Capability Store and manage file documents in an xCMIS-compliant repository. Add any media file type to the media library, and navigate all available media content using the site explorer. File upload size limit is defaulted to 200MB, but this can be customized. Internal Directory Users have profiles that allow them to provide contact information and share skills across an organization. Collaboration Features The tool allows users to comment on others’ posts, upload or share documents with users, create user groups, and more. There is a calendar and chat feature. Users can also take advantage of other collaboration features such as version history, rollbacks, votes and comments. Search Capabilities Document management allows documents to be searched, shared, commented on and modified. Offline/Mobile Capability eXo offers iOS and Android mobile applications. Wiki Management It features FAQ and Forum sections that allow users to ask questions to elicit tacit information. Integration with other IT Can integrate with most social media, SharePoint, Google Drive, DropBox, etc. Sources https://www.exoplatform.com/ https://www.getapp.com/collaboration-software/a/exo-platform/ http://www.capterra.com/p/136795/eXo-Platform/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Social Network, Wiki, Document library system Sharing/ Discussion, Identifying knowledge Likely to be on the expensive end, particularly in implementation and maintenance, as a system administrator would be needed to fully use functionalities, which are also an extra cost. Professional Plan is $2400/year. Supports from 25-100 users. Need Enterprise Plan for unlimited users (pricing not available) After-action review, Communities of Practice Small - Large

Table A-3: KM Technology Tools – Collaboration, Sharing, and Discussion Tools System Name: Google Drive Description: Google Drive is a cloud storage tool that allows users to store and share documents, video files, photos, etc. Features: Storage Capability Google Drive offers 15 GB of memory for free and an additional 100 GB for $1.99/month and up to 1TB for $9.99/month. It lets users upload files up to 5TB in size, as long as they’re not converted to Google Docs, Slides and Sheets. There is a 50MB file size limit on presentations and documents uploaded to Drive and converted to Docs and Slides, and a 100MB limit on spreadsheets converted to Sheets. Internal Directory Google groups can be created by users and users can build out their own Google profiles. Collaboration Features Documents that are uploaded can be edited by multiple users, keeping track of who made changes, which helps with version control of documents that need frequent updates or changes. In Google Drive, end users can share file links in several ways. Choosing the “get shareable link” option will result in the file being shared to anyone inside the organization with the link. Users can also choose to share files externally, either to “anyone with the link,” or at a “public” setting. Search Capabilities Keyword search is available. Offline/Mobile Capability It offers Android and iOS applications. The Drive can be accessed from any computer with an Internet connection. Wiki Management A document could be created to serve as a Wiki. Integration with other IT Google Drive features its own office suite (Sheets, Docs, Hangouts, Calendar) which can be converted to Microsoft Office products and vice versa. Sources https://www.google.com/drive/using-drive/ https://www.getapp.com/collaboration-software/a/google-drive/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Cloud-based storage, Document library system Knowledge creation, Posting/storage Outside of document storage and collaboration on a document, the capabilities of Google Drive are fairly limited. When there are several files, it will become difficult to retrieve desired knowledge if a user does not know where to look. Because the platform is not designed specifically for KM, it will take some work to adapt for that purpose and will likely need support of other applications. In addition, some government agencies do not use Google Drive if they have security concerns. Cost is for individual account storage: Up to 15 GB - Free 100 GB - $1.99/month 1 TB - $9.99/month 10 TB - $99.99/month 20 TB - $199.99/month 30 TB - $299.99/month Communities of Practice, training Small – Med. Large organizations may run into trouble with organizing because of too many files.

Table A-3: KM Technology Tools – Collaboration, Sharing, and Discussion Tools System Name: Slack Description: Slack is a social collaboration tool that allows teams to communicate easily and instantly, under the belief that social interaction builds trust for more seamless knowledge sharing. Features: Storage Capability Ranges from 5GB (Free option) to 20GB (Plus option) per team. In order to create a library for documents, a storage application would have to be integrated. Internal Directory Users can customize profile, but a formal directory is not a feature. Collaboration Features Documents can be shared through messages and can be searched through message searches. Allows group and individual communication, file sharing, etc. Documents must be reloaded once edited as no formal version control exists. Setting up a restricted user means organizations can invite external parties into a team and give access to only the channels appropriate to their project. Search Capabilities Instant messages and documents are searchable and can be sent to individuals, groups, or an entire organization. Messages can be searched through archives, which is unlimited for paid versions, and most recent 10,000 messages for free users. Offline/Mobile Capability Slack offers a mobile app that allows for use away from desktop computer. Wiki Management Documents can be posted to serve as Wiki but no pre-existing Wiki functionality exists. Documents and messages can be "pinned" so that information is easy to locate in a team or discussion. Integration with other IT Integrates with other tools like Jira, Dropbox, Google Hangouts/Drive that can be used in KM implementation. Sources https://slack.com/is https://www.getapp.com/collaboration-software/a/slack/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Social Network Service Sharing/ Discussion, Identifying knowledge Free option – 5 GB total storage, two-person calls. $6.67 user/month (billed annually) – unlimited searchable messages, unlimited apps, 10GB per team member $12.50 per user per month (billed annually) – 24/7 support, 20 GB storage per team member After-action review, Communities of Practice, training discussion boards Small – Large. Small team better for free option. When not used in conjunction with other apps, Slack is limited to just a communication application. There is no storage availability. Coupled with other low-cost/free applications (e.g., Google Drive), Slack’s capabilities expand significantly. At the free level, only 10,000 messages can remain stored at once, and only 10 applications can be used.

Table A-3: KM Technology Tools – Collaboration, Sharing, and Discussion Tools System Name: Yammer Description: Yammer is a Microsoft Office 365 application that allows users to connect with others, share files, and work together under a project or topic. Features: Storage Capability Files shared can be up to 5GB in size (Enterprise) or 100MB (Free) but Yammer does not have a storage capability. Internal Directory Yammer has a searchable internal directory. Users also get suggestions for people and groups based on their interactions across Office 365, which can help promote KM practices within an agency. Collaboration Features Using Office Online, work is automatically saved, and users can easily compare versions and finalize changes. Groups provide open, flexible workspaces for teams and communities by providing a central place for conversations, files, updates, and more. Teams can add partners, customers, and vendors to group conversations for specific input. Network admins can mark content as "Official" to make it read-only and boost its visibility in search results. Search Capabilities Yammer uses Office Graph to deliver personalized search results based on user interests and interactions within the organization. Users can also search the work of others. For example, users can search for experts, conversations, and files. Offline/Mobile Capability Users can stay connected to team updates, messages, and notifications with the Yammer mobile app for Apple, Android and Windows mobile devices. Wiki Management In the user's "Discovery Feed," Yammer surfaces people, information, and groups that may be relevant to that user based on the user's history, but no formal Wikipedia function exists. Integration with other IT Seamless interface with MS Office suite. Using Office 365, users can edit, discuss and collaborate on documents online. Yammer’s embeddable plug-ins allow employees to use a single identity and access the same conversations and tools across different apps. From a SharePoint file, Zendesk ticket, or Salesforce record, every object shared to Yammer has a dedicated page that employees can follow and discuss. Sources https://www.yammer.com/ https://technet.microsoft.com/en-us/library/yammer-platform-features.aspx https://www.getapp.com/collaboration-software/a/yammer/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Social networking service, collaboration, document storage/library, knowledge portal All. From knowledge creation, identifying knowledge, posting/storage, sharing/discussion, dissemination/ applying knowledge It requires Internet connection to use any feature. For example, it requires documents to be stored online, which will require an Internet connection to access, edit, contribute, etc. It requires training on how to get the most from the system and motivation from users to want to use it. Some agencies may already have Yammer included in their Microsoft Licenses. Discounts may be available for Government and non- profit agencies. Mentoring, communities of practice, after- action reviews, job training, peer reviews Small-Large

Table A-3: KM Technology Tools – Collaboration, Sharing, and Discussion Tools System Name: Smartsheet Description: Smartsheet is a tool that allows users to share files, track tasks, and discuss stored items. It is a solution for managing and automating large-scale collaborative work. Features: Storage Capability File upload sizes range from 250 MB per file (paid user) to 30 MB per file (trial account). File storage limits apply to the space needed for all files uploaded as attachments. Team plan file storage capacity is shared among all plan users and is based on 100 GB per user. A 5-user Team plan provides 500 GB (5 x 100 GB). Internal Directory No formal directory or workaround exists within the application. Collaboration Features Collaboration is supported across a project through the use of smart sheets. Users are automatically notified when team members edit or update tasks, attachments or discussions, or take other specific actions. Users have comprehensive visibility into every aspect of a project or process: what is getting done, what is at risk, and who is working toward those efforts. Smartsheet allows users to share important documents and conversations, keeping them in the context of the team’s project or process. Knowledge can be sorted topically into different "sheets," that can then be shared between different audiences. Users can attach files - documents, PDFs, presentations, graphic files, etc. along with free-form notes and comments to any row. Search Capabilities Smartsheet uses a keyword-based search to search through the application's rows. It does not search through attached files. Offline/Mobile Capability Apps for iPhone, iPad or Android are available. Wiki Management Documents can be uploaded to serve as Wiki, can be edited and reloaded by other users. Integration with other IT Integrations with cloud services like Google Drive, Box, Dropbox, Microsoft Office, JIRA, and more. Sources https://www.smartsheet.com/ https://www.getapp.com/project-management-planning-software/a/smartsheet/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Collaboration, document storage, knowledge base Collaboration, Storage, Sharing/Discussion Smartsheet is more a project management tool than a KM tool, and although it can be tailored for KM purposes, it is more suited for task tracking, etc. Basic, $10 user/month: 1 Licensed User, unlimited collaborators Up to 10 “sheets” 50 GB storage Team, $15 user/month: 3 or more users, unlimited collaborators 150+ sheets 300 GB Communities of Practice Small - Large

Table A-4: KM Technology Tools – Sustaining Knowledge Tools System Name: Moodle Description: Moodle is a learning platform designed to provide educators, administrators and learners with a single robust, secure and integrated system to create personalized learning environments. Features: Storage Capability While not a content management system, it does offer a range of ways to import, export and manage digital content of any kind to enable and support learning. Reviews indicate that it is good for storing courses. Because Moodle is web-based, storage space depends on server capacity. Collaboration Features "rtcollaboration" is a plug-in that can be added. It is a collaborative real-time editor that works like Google Docs. Users can work at the same time in the same document, and updates are captured in real time. Offline/Mobile Capability Content can be accessed across mobile devices. Wiki Management There is a large repository of free tutorials, as well as forums and users to help with functionality. Integration with other IT Developers can expand upon its functionality by creating plug-ins and integrating external applications (many that are also free) to achieve specific functionalities. Sources https://moodle.org/ https://www.getapp.com/education-childcare-software/a/moodle/ http://www.capterra.com/p/80691/Moodle/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Learning Management System Dissemination/ applying knowledge It takes a while to get used to all the various settings and additional features that can be added with plug-ins and additional applications, which can be a learning curve for both users and instructors. There is also a maintenance and support cost. Low Training Small - Large

Table A-4: KM Technology Tools – Sustaining Knowledge Tools System Name: Mentor Scout Plus Description: Mentor Scout is a mentor-mentee software management system. This software operates with SaaS-based self-service technology matching. Features: Internal Directory Flexibility in structure of use provides ability for many different types of mentor programs. Collaboration Features This program gives the mentee control of the mentoring relationship through initiation instead of relying on a software program to match individuals. Group mentorships can also be initiated through this software. Search Capabilities It has a self-service feature whereby mentors and mentees can find each other based on profiles they create for themselves. Offline/Mobile Capability Does have mobile functionality. Sources http://www.mentorscout.com/ http://www.capterra.com/p/140248/Mentor-Scout/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Social network Sharing/ discussion, dissemination/ applying knowledge Once an organization has more than 50 mentor/mentee relationships, it is recommended that it use software to help manage these relationships, so may not be right for smaller mentorship programs. Payment is based on number of users so as the mentor program gains in popularity in the organization, cost may increase without much way to predict by how much. Some reviews indicate it is geared more toward small- and medium- sized businesses. Price is per user subscription, but no prices are available on website. Mentorship, training Small, Medium

Table A-5: KM Technology Tools – Cross-Cutting Tools System Name: SharePoint 2013 Description: SharePoint is a cloud service that allows users to store, share, and manage documents from multiple devices. Its functionality is primarily data storage. Features: Storage Capability A SharePoint administrator can allocate up to 1 TB (the limit for a site collection). There is a 10 GB limit per file for drag and drop uploads. All other upload methods have a 2 GB limit. Internal Directory No formal directory is readily available but one can be easily set up through a document stored and updated on SharePoint or via a separate SharePoint site. Collaboration Features SharePoint allows for easy documentation and version tracking through identifying the last user to edit a file. The 2013 version is best suited for KM needs because it has a variety of functionalities that can be turned on such as wikis, team spaces, document permissions, newsfeeds where users can attach documents and share them, discussion boards for collaboration and more. External user access can be configured by providing login credentials. Search Capabilities There is a search function that is useful when search terms are known; results can be filtered by file type. Offline/Mobile Capability Documents can be downloaded locally for access when not online. When online, AutoSave is always on and saves your changes as users work. If at any time Internet connection is lost or turned off, any pending changes will sync as soon as users are back online. If users have an Office 365 subscription that includes SharePoint Online, they can use a mobile device to view information on sites, collaborate with colleagues, access shared documents, and stay connected. Users can access SharePoint via a smart phone or tablet to open documents, find sites, navigate SharePoint Online, and change views of some sites. Wiki Management SharePoint sites feature wikis that can easily be managed by users with permission. Integration with other IT Microsoft Office, Microsoft OneDrive integration. Sources https://products.office.com/en-us/microsoft-sharepoint-2013 https://www.getapp.com/collaboration-software/a/microsoft-sharepoint/ https://support.office.com/en-us/article/What-s-new-in-Microsoft-SharePoint-Server-2013-2229681c-8a19-4efb-a59a-fc9ece9e9557 Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Document library system Identifying Knowledge, Posting/Storage, Sharing/Discussion, Dissemination SharePoint has a large range of functionalities that would require a system administrator to best take advantage of. This system administrator should have a background in KM as well as coding to best work toward the organization's KM needs. SharePoint can also be configured for mobile views but it is not mobile ready in that there are no mobile applications yet available. Low Communities of Practice, training, onboarding, after-action reviews, collaboration Small - Large

Table A-5: KM Technology Tools – Cross-Cutting Tools System Name: Jive-n Description: Jive integrates functionality across online communities, blogging, social networking, forums, blogs, wikis and chat. Jive claims to serve as an "interactive intranet." Organizations can take advantage of real-time analytics to help measure the impact of the functions. Features: Storage Capability Files up to 50 MB can be uploaded and 100 MB file sizes upon request. Jive is compatible with several external storage providers, including: Amazon, Dropbox, and Box. Users can upload videos directly with Premier and Premier+ options ($9 user/month, $16 user/month), but must use a third-party service with Select membership ($5 user/month). Internal Directory Jive has "jive circle" application that is a dedicated mobile employee directory. Collaboration Features Users can participate in discussions, ask questions, collaborate in documents, post blogs, polls, etc. Content can be tagged as "final," "official," "outdated," "helpful," and more. It is unclear whether there is public-facing content ability. Search Capabilities Content placed into any of the Jive functions can be searched. Select pricing option has a basic search engine, Premier and Premier+ options feature keyword and synonym search. Offline/Mobile Capability Jive has "Jive Daily" and "Jive Circle" applications for iOS and Android. Wiki Management Users can collaborate and comment on rich Wiki-style documents, complete with videos, images, tables and more, without clashing versions and confusing edit trails. Integration with other IT Jive integrates with Microsoft Applications, Google Drive, Salesforce, SharePoint, Box, Skype, and more (may require additional purchase of Premier or Premier+ package). It has a FedRAMP-certified hosted facility. Sources https://www.jivesoftware.com/products/jive-n/ https://www.g2crowd.com/products/jive-n/reviews https://www.getapp.com/collaboration-software/a/jive/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Social network, Wiki, content management system Sharing, discussion, knowledge creation, collaboration, posting As it offers broad functionality, Jive may require lots of change management to get people to buy in and use the software. $5 user/month, $9 user/month, $16 user/month options Collaboration, communities of practice, onboarding, after-action reviews, training, etc. Medium and Large

Table A-5: KM Technology Tools – Cross-Cutting Tools System Name: Office 365 Description: Office 365 represents a group of software system subscriptions that enable collaboration, storage and social networking. Features: Storage Capability Office 365 has high storage capabilities for users (1 TB). Users can now upload files of up to 10 GB in size for SharePoint Team Sites, OneDrive for Business and Office 365 Groups. Internal Directory Can be created within SharePoint (which is included in most Office 365 packages). Collaboration Features Users can easily share documents with others inside and outside their organization and control who can see and edit each file. Search Capabilities Users can search and discover content across Office 365 based on personalized insights. A content search searches all items for search terms and returns results accordingly. Offline/Mobile Capability Business and Business Premium packages enable use on tablets and phones. Wiki Management Wiki management is available through SharePoint. Integration with other IT Office 365 allows for creation of knowledge with the office suite (Excel, PPT, Word, etc.), provides storage with OneDrive (included), and allows for easy communication between users with Skype for Business. Sources https://products.office.com/en-us/office365-exclusive https://products.office.com/en-us/business/explore-office-365-for-business https://www.getapp.com/collaboration-software/a/microsoft-office-365/ Type of Tool KM Function Limitations Cost Soft KM Alignment Organization Size Social networking service, collaboration, knowledge base, document storage/library, knowledge portal Identifying knowledge, sharing/discussing knowledge, creation, storage Because most features are only available with higher end packages, this can end up being an expensive option. Medium Knowledge sharing, training, collaboration, communities of practice, after- action reviews Small-Large. Small businesses may be able to manage with Business Essentials package

Table A-6: KM Templates and Guides Title and Location1 Content Description Primary KM Function Type of Resource Cost KM Capability Assessment Tool by APQC https://www.apqc.org/km-capability- assessment-tool KM Capability Assessment measures and evaluates an organization’s KM competencies across various categories (strategy, people, process, and content). Planning Assessment/ Survey Sign up required, results sent via email Postal Service Knowledge Management Process https://www.uspsoig.gov/ sites/default/files/document-library- files/2015/dp-ar-14-002.pdf This is a USPS KM process audit report that outlines the best KM processes of the USPS. Implementation Audit report/ best practices document Free Knowledge Management Transfer Strategies (Description/Examples) https://www.documents.dgs.ca.gov/ ohr/Training/KTMToolkit/KMT_ Strategy_Descriptions-Examples.pdf This California Department of General Services document lists several different KM transfer strategies that organizations can use and provides descriptions and examples. Transfer strategies include archiving material, communities of practice, mentoring programs, core competency inventories, cross training, etc. Document can be used by organizations looking for specific and immediate actions to take to implement KM practices. Many examples provide direct links to additional resources that can be used for each transfer method. Planning, implementation Best practices document Free Ohio Department of Administrative Services Succession Planning Toolkit http://www.das.ohio.gov/portals/0/d asdivisions/humanresources/lpd/pdf/ succession_planning_mgrs_toolkit.pdf This document from the Ohio Department of Administrative Services provides detailed guidance for succession planning (including instructions and templates), as well as answers to frequently asked questions. Planning Guidebook Free 1 Note: All templates and guides were accessed on 12/15/2016.

Table A-6: KM Templates and Guides Title and Location1 Content Description Primary KM Function Type of Resource Cost http://www.dot.ca.gov/docs/ct_know ledge_transfer_guidebook.pdf https://das.nh.gov/hr/documents/Wo rkforce_Development/Knowledge%20 Management%20&%20Transfer%20M odel.doc http://www.transportation.wv.gov/hig hways/training/Documents/INSTRUCT ORGUIDE2015KnowledgeManagement. pdf http://www.transportation.wv.gov/hi ghways/training/Documents/PARTICIP ANTGUIDEKnowledgeManagementFY 2015.pdf http://pdf.usaid.gov/pdf_docs/Pnadk 308.pdf http://www.ironwoodlearning.com/In tegrating%20Knowledge%20Manage ment%20and%20Learning.pdf Knowledge Transfer Guidebook This California Department of Transportation guidebook outlines different methods to be used for KM. Planning, implementation Guidebook Free Knowledge Management & Transfer Model This workbook by the New Hampshire Department of Administrative Services walks users through knowledge transfer practices that they can implement, has users identify critical tasks and activities, and has several templates for worksheets that organizations can use to identify critical knowledge for transfer. Implementation Guidebook Free, hyperlink is to direct download Knowledge Management Training: Instructor Guide Participant Guide These training materials from the West Virginia DOT are used for a KM training run by the agency. Introduces concepts including explicit and tacit knowledge, and outlines steps to develop/implement a KM system. Planning, implementation Instructor guide and participant guide Free USAID Knowledge Mapping 101: Knowledge for Development Seminar This USAID presentation introduces KM as an iterative process and defines and walks through processes for implementation. Planning PowerPoint presentation (PDF) Free Integrating Knowledge Management and Learning Walks through KM strategy of Turner Construction. Provides insight on funding the program, collaboration, knowledge capture, developing KM roles, measuring success, and future plans. Planning Reference Free

Table A-6: KM Templates and Guides Title and Location1 Content Description Primary KM Function Type of Resource Cost KM Presentation http://kmatksu.iwiki.kent.edu/file/vie w/Kent+State+Kraft+KM+Presentation .pptx Presentation on Kraft Foods KM strategy. Planning Presentation Link initiates download NYU Knowledge Transfer Template https://www.nyu.edu/content/dam/n yu/hr/documents/managerguides/Kn owledgeTransferTemplate.pdf Knowledge transfer template that is used by NYU’s HR department to ensure that essential knowledge is gathered from employees who are ending employment. Gathering knowledge Template Free Delaware Knowledge and Skills Transfer Form http://hrm.omb.delaware.gov/orgdev /documents/knowledge-skills-form.xls Knowledge transfer form used by the Delaware government to identify mission critical knowledge that needs to be passed along before employee departure. Gathering knowledge Template Free Influence&CO Knowledge Management Template https://offers.influenceandco.com/kn owledge-management-landing-page Excel template that organizations can use for basic KM. Has sheets with instructions for use, company information, culture, lessons learned, pain points, marketing materials, and more. Each sheet has multiple columns, including: Added, Added By, Source, Topic, and Content so that users can track what information was added, by whom, and other important pieces of information. Planning, implementation Template Free, requires signup Succession Planning Template https://orso.or.wsu.edu/r6ncura/201 1ProgramMaterials/04_Weds_1030_S uccession_Planning_Succession_Plann ing_Template.xls This template from the Washington State University Office of Research Support and Operations is ready for use for succession planning. Fields are included to collect information on a departing employee’s position, departure date, competencies required for the job, and training plans for said competencies. Planning Template Link initiates download

Table A-7: KM Journals Journal Title Description actKM: Online Journal of Knowledge Management The actKM Online Journal of Knowledge Management (The Journal) is a peer-reviewed journal devoted to providing perspectives on topics relevant to KM and associated areas such as, Intellectual Capital, Innovation, Organizational Learning or Complexity. Electronic Journal of Knowledge Management The Electronic Journal of Knowledge Management (EJKM) publishes research on topics relevant to the study, implementation and management of KM and intellectual capital and other related fields of study. Intangible Capital Intangible Capital is an open access scientific journal that publishes theoretical or empirical peer-reviewed articles, which contribute to advancing understanding of phenomena related to all aspects of management and organizational behavior, approached from the perspectives of intellectual capital, strategic management, human resource management, applied psychology, education, IT, supply chain management, and accounting. Interdisciplinary Journal of Information, Knowledge and Management The academically peer-refereed Interdisciplinary Journal of Information, Knowledge, and Management (IJIKM) endeavors to provide readers around the world with the widest possible coverage of the use of information and technology to effectively create, apply, and communicate knowledge in organizations. International Journal of Knowledge and Learning IJKL aims at fostering multidisciplinary discussion and research on knowledge-intensive approaches to learning management and learning processes at the individual, organizational and national levels, emphasizing knowledge representation issues, social and organizational elements, and architectural and design issues of learning management systems. International Journal of Knowledge and Systems Science The International Journal of Knowledge and Systems Science (IJKSS) serves as a multidisciplinary platform and adopts a systems approach to the theory and practice of managing information and people in knowledge-intensive activities and processes, emphasizing the understanding of humans and their environment as part of interacting systems from both soft and hard systems science. International Journal of Knowledge Management The International Journal of Knowledge Management (IJKM) covers all aspects of knowledge regulation and order including organizational issues, technology support, and knowledge representation. This journal also focuses on the technical issues associated with the creation and implementation of KM systems. International Journal of Knowledge Management Studies The main objectives of the IJKMS are geared toward capturing the latest information pertaining to all aspects of KM, disseminating both theoretical and practical information on KM, and providing a platform to gain and exchange knowledge in the discipline.

Table A-7: KM Journals Journal Title Description Research analysis of various aspects of the knowledge society. International Journal of Knowledge-Based Development IJKBD serves as a multidisciplinary platform with a systems approach to the theory and practice of knowledge-based development activities and processes, focusing on knowledge cities and societies, knowledge-based urban development, knowledge and innovation clusters, and knowledge-intensive service activities. International Journal of Knowledge-Based Organizations The International Journal of Knowledge-Based Organizations (IJKBO) examines current, state-of-the-art research in the areas of decision sciences and business intelligence, and the interactions, linkages, and applications of knowledge-based business with information systems. International Journal of Learning and Intellectual Capital The IJLIC covers the latest advances on organizational learning, KM and intellectual capital measuring, and reporting. Journal of Information and Knowledge Management The Journal of Information and Knowledge Management (JIKM) publishes original research and case studies on all aspects of information processing, information management and KM. Journal of Intellectual Capital The Journal of Intellectual Capital is a peer-reviewed international publication dedicated to the exchange of the latest research and best practice information on all aspects of creating, identifying, managing and measuring intellectual capital in organizations. Journal of Knowledge Management The focus of this journal is on the identification of innovative KM strategies and the application of theoretical concepts to real-world situations. Knowledge Management & E- Learning: An International Journal Knowledge Management & E-Learning (KM&EL) is an open access, peer-reviewed international journal that aims to publish research articles in the multidisciplinary area of KM and electronic learning. Knowledge Management for Development Journal The Knowledge Management for Development Journal focuses on KM in development. It includes diverse KM approaches in development organizations, large and small, and aims to facilitate cross-fertilization between KM and related fields. Knowledge Management Research & Practice Knowledge Management Research & Practice brings together overlapping yet often fragmented areas of the KM field, including managing knowledge (creating/acquiring, sharing, retaining, storing, using, updating, retiring), organizational learning, intellectual capital and knowledge economics. International Journal of Knowledge Society The International Journal of Knowledge Society Research (IJKSR) establishes an effective channel of communication between academic and research institutions, policy makers, government agencies, and persons concerned with the

Table A-7: KM Journals Journal Title Description Management services knowledge, process knowledge, customer knowledge and knowledge assets. IJKM helps organizations to respond to rapid changes in a systematic manner. The Learning Organization The Learning Organization aims to bring new ideas, debate issues, introduce innovative methods and offer practical case studies to practitioners, consultants, researchers and students worldwide. VINE: The Journal of Information and Knowledge Management Systems VINE Journal of Information and Knowledge Management Systems is an international, peer-reviewed journal that publishes articles, opinions and case studies that consider information and knowledge from a content management/library science perspective. The IUP Journal of Knowledge The IUP Journal of Knowledge Management is a quarterly strategy journal that focuses on product knowledge,

Table A-8: KM Online Training Title2 Web link Description Cost Collaborative Knowledge Services https://www.canvas.net/browse/ columbiau/courses/collaborative- knowledge-services Online course offered through Columbia University, taught by Ed Hoffman (NASA Chief Knowledge Officer) Free Change Management https://www.lynda.com/ Communication-tutorials/Change- Management/456826-2.html Online training course, Lynda.com Requires Lynda.com account Open Learning World Online Knowledge Management Training Course http://www.openlearningworld.com/ innerpages/Knowledge%20Managem ent.htm Online KM training course that introduces KM, building knowledge networks, and KM tools. Free Business Intelligence and Knowledge Management Systems https://alison.com/course/Business- Intelligence-and-Knowledge- Management-Systems This course is intended for business professionals who aim to gain a basic knowledge and understanding of the benefits of business intelligence and KM systems. Free Udemy Knowledge Management https://www.udemy.com/knowledge -management/ This course by Udemy will discuss the history and the different aspects of KM. This module will also discuss Knowledge Organization and its history, the definition of Knowledge Market, the different concepts of KM and the different real samples of KM. $15 - $50 Research Data Management and Sharing https://www.coursera.org/learn/dat a-management This course provides learners with an introduction to research data management and sharing. $0 - $49 Practical Knowledge Modelling https://www.udemy.com/practical- knowledge-modelling/ This course teaches practical knowledge modelling by teaching how to create visual knowledge models to aid transfer. $15 - $85 2 All online KM trainings were accessed on 12/20/2016.

Table A-9: KM Certification Programs Title3 Web Link Description Cost Association for Talent Development (ATD) Knowledge Management Certificate https://www.td.org/Education/ Programs/Knowledge- Management-Certificate This program is designed for professionals who want to understand KM and how to provide leadership in their organizations with a broader array of learning solutions that meet the critical information needs of the workforce. $1,095 - $1,450 HDI Certification of Knowledge- Centered Support http://www.thinkhdi.com/ education/courses/kcs- principles.aspx Knowledge-Centered Support (KCS), developed by the Consortium for Service Innovation, is a methodology and a set of processes and practices that leverage knowledge as a key asset of the support organization. KCS is proven to allow service and support organizations to significantly improve service levels to customers, gain operational efficiencies, and increase the organization’s value to the company through KM. $1,695 KM Institute Certified Knowledge Manager (CKM) http://www.kminstitute.org/ content/certified-knowledge- manager-ckm-0 Training includes development in areas including building collaborative environments, developing communication, transforming into a rapid-learning environment, knowledge mapping, developing a KM vision for an organization, communities of practice, and more. $3595 - $3995 KM Institute Certified Knowledge Practitioner (CKP) http://www.kminstitute.org/ content/certified-knowledge- practitioner-ckp%E2%84%A2 The CKP is the most basic certification from KM Institute. It is intended for KM Professionals learning the essential skills and knowledge for starting KM initiatives. $1525 - $1695 KM Institute Certified Knowledge Specialist (CKS) http://www.kminstitute.org/ content/certified-knowledge- specialist-cks This certification program allows students to continue certification (following the CKP or CKM courses) and specialize in areas including taxonomy and search, knowledge capture for action, information architecture, innovation and KM, and collaboration and communities. Cost information is available upon request. 3All KM Certification Programs were accessed on 12/14/2016.

Table A-9: KM Certification Programs Title3 Web Link Description Cost KMPro Certified Knowledge Management (CKM) Certification http://www.ikmpro.org/km- certification/certified- knowledge-manager- certification-ckm/ The KMPro Certified Knowledge Management (CKM) certification is intended to ensure that an individual gains a baseline level of knowledge with regard to KM and that they are able to understand how to apply Strategic KM concepts to ensure successful KM implementation that sustains organizational performance. $2,695 - $2,995 KMPro Certified Knowledge Management Organization (CKMO) Certification http://www.ikmpro.org/km- certification/certified- knowledge-management- organization-ckmo/ Using the CKMO Criteria provides a holistic assessment of where an organization is and where it needs to be relative to its KM, Organizational Learning and Innovation efforts and requirements. Organizations achieving the CKMO certification are recognized for having achieved a level of organizational competence in and commitment to KM, Organizational Learning, and Innovation. Cost information is available upon request.

Table A-10: KM Conferences Title Description International Conference on Knowledge Management (ICKM) The Knowledge & Information Professional Association (KIPA) is an organization that consists of knowledge managers, content managers, IT specialists, archivists, web developers, and more. Each year the conference provides researchers and practitioners a forum for discussion and exchange of ideas concerning KM. APQC's Annual KM Conference This annual APQC event is intended for networking and sharing innovative ideas with KM professionals. Technology, Knowledge, & Society International Conference Founded in 2005, the Technology, Knowledge & Society Research Network is brought together by a shared interest in the complex and subtle relationships between technology, knowledge and society. KM World Annual Conference Each year, KM World hosts a conference in Washington, DC, that focuses on a different KM theme. The target audience typically includes a wide range of KM professionals, including knowledge managers, IT professionals, content managers, communication managers, intranet managers, and more. Conference on Information and Knowledge Management (CIKM) The Conference on Information and Knowledge Management (CIKM) provides an international forum for presentation and discussion of research on information and KM, as well as recent advances on data and knowledge bases. The purpose of the conference is to identify challenging problems facing the development of future knowledge and information systems, and to shape future directions of research by soliciting and reviewing high-quality, applied and theoretical research findings. An important part of the conference is the Workshops program which focuses on timely research challenges and initiatives.

Abbreviations and acronyms used without definitions in TRB publications: A4A Airlines for America AAAE American Association of Airport Executives AASHO American Association of State Highway Officials AASHTO American Association of State Highway and Transportation Officials ACI–NA Airports Council International–North America ACRP Airport Cooperative Research Program ADA Americans with Disabilities Act APTA American Public Transportation Association ASCE American Society of Civil Engineers ASME American Society of Mechanical Engineers ASTM American Society for Testing and Materials ATA American Trucking Associations CTAA Community Transportation Association of America CTBSSP Commercial Truck and Bus Safety Synthesis Program DHS Department of Homeland Security DOE Department of Energy EPA Environmental Protection Agency FAA Federal Aviation Administration FAST Fixing America’s Surface Transportation Act (2015) FHWA Federal Highway Administration FMCSA Federal Motor Carrier Safety Administration FRA Federal Railroad Administration FTA Federal Transit Administration HMCRP Hazardous Materials Cooperative Research Program IEEE Institute of Electrical and Electronics Engineers ISTEA Intermodal Surface Transportation Efficiency Act of 1991 ITE Institute of Transportation Engineers MAP-21 Moving Ahead for Progress in the 21st Century Act (2012) NASA National Aeronautics and Space Administration NASAO National Association of State Aviation Officials NCFRP National Cooperative Freight Research Program NCHRP National Cooperative Highway Research Program NHTSA National Highway Traffic Safety Administration NTSB National Transportation Safety Board PHMSA Pipeline and Hazardous Materials Safety Administration RITA Research and Innovative Technology Administration SAE Society of Automotive Engineers SAFETEA-LU Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (2005) TCRP Transit Cooperative Research Program TDC Transit Development Corporation TEA-21 Transportation Equity Act for the 21st Century (1998) TRB Transportation Research Board TSA Transportation Security Administration U.S.DOT United States Department of Transportation

Know ledge M anagem ent Resource to Support Strategic W orkforce D evelopm ent for Transit A gencies TRB TRA N SPO RTATIO N RESEA RCH BO A RD 500 Fifth Street, N W W ashington, D C 20001 A D D RESS SERV ICE REQ U ESTED ISBN 978-0-309-44678-5 9 7 8 0 3 0 9 4 4 6 7 8 5 9 0 0 0 0

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TRB's Transit Cooperative Research Program (TCRP) Research Report 194: Knowledge Management Resource to Support Strategic Workforce Development for Transit Agencies explores the importance of knowledge management (KM), which is an organization’s process for collecting, storing, and sharing organizational information and knowledge, and provides guidance on implementing KM strategies in transit agencies. In addition, the guidance includes action plans for developing particular aspects of KM, analysis of KM strategies at several transit agencies, and a catalog of KM technology tools and resources.

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