Knowledge Preservation and Curation

This chapter explores the traditional and evolving practice of preservation. Traditional preservation practices are traced throughout history. Current practice is described as a foundation from which to understand evolving practices. Traditional preservation has historically focused on tangible assets that take a tangible form we can all see and touch. The traditional practices are compared to the evolving practices of knowledge and intangible resources. The chapter examines why, what, how, when, where we preserve, and who preserves to understand the transition in progress today. The authors make the case that shifting the traditional focus from preserving for the past and evidentiary reasons to preserving for the future to support business challenges is crucial. The authors also tie the need to refocus on historical impediments and challenges to knowledge use and reuse in practical business environments.

In this chapter, the authors make the case that preserving and curating knowledge for the future involves more than changing methods and tactics or extending our current applications and technology to support knowledge capital. It means changing the way we think about the future. It means envisioning multiple futures where various elements may be known or unknown – a four-future quadrant. First, the authors explain what it means to think strategically in multiple known and unknown futures. Next, the chapter presents ideas for strategic thinking about future knowledge preservation and curation. Finally, the authors consider using the four futures to develop a flexible and relevant knowledge preservation and curation strategy.

In this chapter, the authors define the new business term, future-proofing, and apply it to knowledge preservation and curation. The fundamental principles of future-proofing and the challenges and mechanics are discussed. These challenges are discussed in developing future-proofed knowledge preservation, and a curation strategy is identified. The authors identify four challenges to future-proofing a knowledge preservation and curation strategy – availability, visibility, accessibility, and consumability of knowledge assets. Ultimately, the greatest challenge to future-proofing these strategies lies in the channels we use to create, transmit, share, and store knowledge assets. At a minimum, the chapter speaks to the critical importance of future-proofing the preservation of knowledge assets, so there is a possibility of curation at some point in a known or unknown future.

This chapter defines channels and explains their role in creating and exchanging knowledge assets. Channels are where many of today’s knowledge assets live. Knowledge is increasingly bundled with communication technologies in the chaotic and dynamic channel market. It challenges the preservation and curation of an organization’s knowledge assets. We cannot ignore channels because they are essential to knowledge exchange and flows and engaging in business. At the same time, knowledge preservation and curation strategies mandate that organizations make wise channel choices and manage knowledge assets in a channel-agnostic way. The chapter reviews the evolution and range of channels active today. It explains how channels create complex knowledge environments in scale and scope.

The rapid evolution of curation practices today is a response to expanded access to information and knowledge and the dynamic development of intelligent technologies well suited to curatorial practices. This chapter provides an overview of traditional curation theory and practice. It identifies its historical origins of anthropology, ethnography, museum work, and archival practices. The authors note that traditional curatorial practices have been a subset of preservation practices. Today it draws heavily from traditional practices but expands the goal and purpose beyond simple preservation to storytelling, learning, creating new perspectives, interpreting the past and present, and creating new business knowledge. The chapter lays out the emerging spectrum of curation purposes and practices. The widespread access to curatorial tools now opens curatorial work to the general public. More comprehensive access argues for a broader dialog around the new competencies and capabilities these new practices require.

This chapter makes a case for extending institutional preservation strategies to the entire landscape of knowledge capital. First, the authors define the three primary types of capital – physical, financial, and knowledge. Knowledge capital is further broken down into three categories – human, structural, and relational. The individual types of knowledge capital are defined, along with their variant economic properties and behaviors. The challenges these variations present for preservation are discussed. The authors also highlight these assets’ significant opportunities for curating new knowledge. Each type of knowledge capital is described, along with the preservation challenges and the curation opportunities.

This chapter considers how to ensure that both knowledge preservation and curation are well supported in the architecture and infrastructure of any organization. Support at the enterprise architecture is critical if the business goals of use, reuse, curation, and recuration in the business context are to be achieved. Enterprise architecture is explained – its vertical and horizontal approaches. Preservation is aligned with the information and data architecture. Curation is defined as a new element in the business architecture layer. The authors explain how this approach supports variations in practice across the organization.

This chapter applies strategic thinking and four-futures approach to developing a knowledge preservation and curation strategy. The authors explain how using the four futures as a baseline refocuses traditional strategy development from linear projections from the present to complex future situations, options, and choices. The refocus also shifts the end stage from evaluation and judgment to continuous assessments of activities, learning, and refresh. A baseline structure is presented as a model for readers. The authors also discuss operationalizing, assessing, and sustaining a knowledge preservation and curation strategy.

This chapter focuses on organizational preservation and curation capabilities. The authors define capabilities and explain how they pertain to an enterprise architecture. The authors describe preservation as it is currently practiced in relation to information and data. They also explain how preservation should be expanded to cover knowledge assets. Knowledge preservation exists today as a support capability, aligned with information and data management. Curation is described as an emerging but fragmented practice. It is modeled as a new business capability.

This chapter identifies the five new roles that are critical to establishing and sustaining a knowledge preservation and curation practice. For each role, the authors describe fundamental responsibilities and competencies. Two of the roles support knowledge preservation, including business knowledge analyst and specialized knowledge preservationist. Three of the roles support knowledge curation including business interlocutor/translator, knowledge curator, and knowledge asset developer. Each role faces peculiar challenges in a dynamic and chaotic knowledge economy.