Discovering Knowledge Projects and Knowledge Matching

Objective

After completing this lesson, you will be able to outline knowledge projects and knowledge matching

Knowledge Projects and Knowledge Matching

Knowledge Projects

Knowledge Projects are special types of projects that are used as a repository for the documents and information that you want to provide as related knowledge.

Focus is on containing and organizing documents.
May not include tasks and phases.
Creation process same as other projects with a different template.

To create a Knowledge Project:

As the administrator, add the appropriate keyword in Project Manager→Manage Keywords→Add.
On the SAP Ariba dashboard, choose Create→Knowledge Projects , and select the document that will show in Related Knowledge.
Select the appropriate keyword(s) for the Publish Keywords field and choose Create.
Select the document name and Publish.

Related Knowledge

Section of the user interface devoted to displaying links to helpful information.
Dynamic display of the most relevant links is achieved through knowledge matching.
The links displayed in the related knowledge area relate to documents that are contained in Knowledge Projects.

The links that are displayed are generated dynamically based on what is being viewed in the user interface, whether it is a particular phase of a project or a specific document.

When the project is being viewed, the system looks at the current phase of the project and displays the knowledge links that are appropriate for that particular project and phase. This matching is done using keywords.

Four projects and six published documents are displayed in the Related Knowledge area, and additional documents are shown on a separate page by choosingSearch Knowledge.

Search Knowledge takes you to a Document Search with a More... link containing a menu with additional related knowledge projects and documents. The most relevant information appears at the top of the Related Knowledge area.

Knowledge Matching

Matching using keywords is a Subscribe→Publish relationship.

When documents are created in knowledge projects, they have an additional edit screen option allowing the owner to publish keywords. These keywords are from a standard list set up at the system level.

Project phases can subscribe to keywords. This can be pre-configured in a template or done manually by the project owner by editing a project phase.

When a project phase is subscribed to a keyword, all documents that have published that keyword are displayed as links in the knowledge area of the navigation panel when that project phase is active.

Knowledge project matching
- Regions
- Department
- Commodity
Knowledge document matching
- Knowledge project documents publish keyword(s)
- Project phases subscribe to keyword(s)

Publish and Subscribe Keywords

Step	Process
Publish Keywords	Find the document you want to link to a project phase. Edit the document and choose the Select link next to the Publish keywords field and select from the list of associated keywords. Save the document, all phases that subscribe to that keyword will have a link to the document.
Subscribe to Keywords	Templates can include phases that have subscriptions set up with the appropriate keywords. Project owner can edit the keyword subscriptions by editing the phase. To subscribe to additional keywords, choose the Select link next to the Subscribe for field and select from the list of available keywords. Keywords will be used to match up with knowledge documents so that links can be displayed in the knowledge area of the navigation panel.

Step

Process

Publish Keywords

Find the document you want to link to a project phase.
Edit the document and choose the Select link next to the Publish keywords field and select from the list of associated keywords.
Save the document, all phases that subscribe to that keyword will have a link to the document.

Subscribe to Keywords

Templates can include phases that have subscriptions set up with the appropriate keywords.
Project owner can edit the keyword subscriptions by editing the phase.
To subscribe to additional keywords, choose the Select link next to the Subscribe for field and select from the list of available keywords.
Keywords will be used to match up with knowledge documents so that links can be displayed in the knowledge area of the navigation panel.

Summary

Knowledge Projects are used as a repository for the documents and information that you want to provide as related knowledge.
Matching using keywords is a Subscribe→Publish relationship.
- When documents are created in knowledge projects, they have an additional edit screen option allowing the owner to publish keywords.
- Project phases can subscribe to keywords.

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