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-Catalunya
Experience report

Generalitat de Catalunya



Legal notice
This work is subject to a licence Attribution 3.0 of Creative Commons. Reproduction, distribution,
public communication and transformation to generate a derived work is permitted, with no restrictions provided that
the author of the rights (Generalitat de Catalunya) is cited. The full license can be consulted at http://creativecommons.org/licenses/by/3.0/legalcode.




                                                                                                                        -Catalunya
Contents

Introduction
e-Catalunya platform overview
Architecture & software
evolution
Experiences with CoP
Other considerations
Conclusions


                        -Catalunya
Introduction
e-Catalunya is an initiative of the Regional
Government of the Generalitat de
Catalunya
 – in collaboration with UPC- Barcelona
   Tech

2004 Strategic approach to innovate
eGovernment services




                                  -Catalunya
Global objectives
boost a severe internal change
management



   New citizen-care-centric model of
              eGovernment



mobilize all relevant stakeholders
(internal & external)

                                 -Catalunya
Opportunities
KM & Communities of Practice (CoP)
 “Groups of people who share a concern or a passion for
 something they do and do it better as they interact
 regularly”


        Work and share together the process of
           innovating eGovernment services


+ Web 2.0 + social networks


      Enable connections among people across
                  formal structures
                                              -Catalunya
E-Catalunya=operational
platform+methodological process




                     -Catalunya
e-Catalunya operational platform

 It’s an open source platform
 to support different kind of
 communities.




                        -Catalunya
E-Catalunya methodology
Communities of Practice (CoP)
Community Managers, responsible for catalyzing each
CoP
Sustained training and competence growth support to
all community managers and members of each CoP
CoP evolution model, each CoP evolves through a sequence
of maturity process
Online interaction, supported by reliable technology
Open dissemination policy
Metrics methodology
Reactive accompanying measures: organizational support,
best practices conferences, leader's visibility
Proactive accompanying measures: advice on strategic
alignment, incentives to participants, involvement of
external experts

                                           -Catalunya
Contents

Introduction
e-Catalunya platform overview
Architecture & software
evolution
Experiences with CoP
Other considerations
Conclusions


                        -Catalunya
Platform structure
Each portal may contain a hierarchy of groups/subgroups,
with an unlimited number of levels inside.
Users register to portals and groups within them
Users interact using collaboration tools at portal &
group scope

                                   -Catalunya




              Portal                   Portal                    Portal



     group   group     group   group     group   group   group     group    group




                                                                           -Catalunya
User roles
Registered users play different roles at different
scopes:

– At portal scope: member / moderator / administrator

– At group scope: member / moderator / administrator


Unregistered users
– guest


Global platform administrator



                                           -Catalunya
Privacy

Privacy settings
– portal scope
  • public or private (guests allowed or only
    portal members)
– group scope
  • public (for people with access to the portal)
  • private (only for group members)
– collaboration tool scope (different privacy
 settings to determine who can read or
 contribute).


                                      -Catalunya
web 2.0 collaboration tools



  blog      calendar   file repository   photoalbum   forum




 mailroom     wiki     mailing list

                                                 -Catalunya
Collaboration tools & user roles

  web 2.0 collaboration tools are associated
  to groups, portals or members

  Tool behavior can be configured based on
  roles with a wide range of options.

  Middleware
  – Enables collaboration tools to behave according to user
    roles.
  – Full look & feel integration of collaboration tools
  – Allows ampliation to new tools


                                               -Catalunya
Collaboration tools(I)

Blog
 – “diary” alike tool
 – typically configured to allow members to post new
   articles and comments.

Mailing list
– email based group messaging tool (with archive) that
  uses sympa open source package as list manager.
– lists are created and configured to be restricted to group
  members.

Calendar
 – activity scheduling and announcing.
 – Map integration
 – They can be configured to allow members to publish new
   activities (without moderation), introduce comments to
   activities, etc.

                                               -Catalunya
Collaboration tools(II)

File repository
– file sharing , uploading and downloading files.
– possibility to add descriptions, keywords and comments to
  existing files.
– Supports a very granular permission system for operations on
  files and folders.

Photo Album: Image sharing tool
– image sharing , album management, uploading and
  downloading images
– possibility to add descriptions, keywords and comments to
  existing images.

Forum:
– Popular discussion web tool based on PHPBB. It may be
  moderated.




                                                 -Catalunya
Collaboration tools(III)

Wiki
– Popular collaborative web-content publishing tool.
– It is normally used for collaborative editing
– It supports file attachments, user comments and a record/log
  of the different document releases.

Mailroom
– It is a survey engine that allows administrators to set up
  different kind of surveys in order to gather information in brief
  from portal users or the general public using made-to-measure
  questionnaires.
– It may be used for carrying out opinion surveys or reaching a
  broadly agreed decision through votes cast by users.




                                                    -Catalunya
Web 2.0 experience

User driven content classification,
evaluation and recommendation

– Tagging
– “I like it”
– Mail based content recomendation
– Comments



                              -Catalunya
Indexation
Collaboration tools and their contents are indexed
using «Lucene».

Searching:
– simple or advanced
– search results are filtered depending on users' permissions.

The list of new contents or posts is also obtained from the
index.
– special news sections (at home page, initial group page, etc.)
– news alerts via email
– news feed (RSS).

Most common words




                                                 -Catalunya
Social networking
e-Catalunya is a place to keep
in contact and meet new people
Profile & contacts management
 – Users can create and manage their own
   profiles.
 – Users can manage their contacts, that is
   people they know and with whom they have a
   special trust relation
Members directory
Social network functionalities

                                     -Catalunya
Members Directory




            It’s easy to find
            people, see who
            is online or
            examine their
            profile




                                -Catalunya
Social network: based on user’s
 contacts


                       I can establish
                       direct contacts
                       with other
                       members and
                       explore my
                       social network…




                         -Catalunya
Knowledge network: Based on the
 analysis of users activities.


         I can find people
         similar to me and
         get
         recommendations of
         documents




                              -Catalunya
Administrative tools




             -Catalunya
Contents

Introduction
e-Catalunya platform overview
Architecture & software
evolution
Experiences with CoP
Other considerations
Conclusions


                        -Catalunya
Architecture

Ad-hoc specific
development under
GPL license
Open source
–   PhpBB (forums)
–   Mantis (bug tracker)
–   Lucene (search engine)
–   Sympa (email lists)
–   JOSSO (SSO)
–   eXo platform (portlet
    container)
                -Catalunya
Technological platform
e-Catalunya is a
shared service
platform

Scalability (to
accommodate CoP
growth)

Security, reliability
(24x7)

It’s running on the
corporate data
centre
                           -Catalunya
Software evolution
Continuous improvement
– Yearly roadmap
– Releases every 4 months to add new functionalities
  identified by members of all the CoPs or eCatalunya
  management board.


Next steps:
– Usage and integration with other popular social
  network platforms
– using SaaS (Software as a Service), cloud computing
  and federated authentication.
– Widget technology to export contents.
– …


                                            -Catalunya
Contents

Introduction
e-Catalunya platform overview
Architecture & software
evolution
Experiences with CoP
Other considerations
Conclusions


                        -Catalunya
e-Catalunya communities

Professionals from
– the Catalan health system
– supporting start-ups
– assisting the work of collectives dedicated to
  prevention of gender-based violence
– supporting innovation projects
– social family workers
– … and other collectives in the Catalan public
  administration
Also used by citizens interested in
debates opened by these collectives.

                                      -Catalunya
Family mediators
Family mediators: Members are mainly independent
professionals that collaborate with the Justice
administration in family mediation processes (a form of
alternative dispute resolution).




                                               -Catalunya
Family mediators

Members use blogs to analyze and discuss news related to
their profession. They also announce activities related to
their work. They use mailing list to distribute weekly
newsletters.

Impact
 – knowledge sharing and access improvement
 – reduced isolation between professionals.
 – It has reduced the need for personal meetings, thus
   reducing mobility needs
 – Also, less knowledge is lost while professionals retire, as
   their knowledge is introduced and thus kept in the
   platform.
 – Allow all stakeholders to participate in each
   mediation process, no matter how far they are.




                                                 -Catalunya
Prevention of gender-based violence between
the youth
   An open portal to everybody interested in this issue.




           Using the wiki
           tool we are
           building in
           collaborative way
           a resource
           directory related
           with our work




                                             -Catalunya
Barris amb projectes: a community (800 members)
of professionals that share best practices in
the Catalan Integral improvement program for
neighborhoods (urbanism, housing, immigration,
etc).




                                    -Catalunya
61 portals, 1.387 groups or
 CoP, 17.906 members (4 Nov
 2009)




                      -Catalunya
Contents

Introduction
e-Catalunya platform overview
Architecture & software
evolution
Experiences with CoP
Other considerations
Conclusions


                        -Catalunya
Law compliance
The platform has to comply with the personal data
protection Spanish law.
– Nowadays the e-Catalunya platform is prepared to protect
  basic personal information. Security measures:
   • firewalls, intrusion detection systems, system update
     policies, SSL, application security review, HTML filtering

Users also have to comply with laws governing industrial
and intellectual property.
– whenever a new content is uploaded to the platform they have
  to explicitly indicate they hold the rights to do that.

The legal notice must be explicitly accepted by every
new user before becoming member of the platform

Accessibility compliance with WAI AA




                                                 -Catalunya
Training & users support

Contextual online help
Specific training support for beginners




                              -Catalunya
Contents

Introduction
e-Catalunya platform overview
Architecture & software
evolution
Experiences with CoP
Other considerations
Conclusions


                        -Catalunya
Benefits for CoP
Efficiency: ubiquitous & asynchronous
interaction
Community building: less isolation
Best practices: standarized, documented praxis
Overcome organizational hierarchies
Collaborative learning
Improved civil servant satisfaction and
commitment




                                   -Catalunya
e-Catalunya: lessons learned

Leadership and
specific
methodologies
are needed to
be successful:
  Role of
administrators and
moderators is
essential
  Choose CoP with
real participation
needs

                               -Catalunya
Conclusions
It is an innovative e-governance service that
has been successfully used to encourage CoP of
the Generalitat de Catalunya in order to achieve
an Open Government
– with more effectiveness, efficiency, transparency,
  collaboration, participation and co-responsibility.

The platform combines different web 2.0 tools
to satisfy the different needs of every single
community.

Technology is not a barrier but it’s not enough.




                                               -Catalunya
-Catalunya
                                                                                  Questions ?

http://ecatalunya.gencat.cat/quecat

    Legal notice
    This work is subject to a licence Attribution 3.0 of Creative Commons. Reproduction, distribution,
    public communication and transformation to generate a derived work is permitted, with no restrictions provided that
    the author of the rights is cited (Generalitat de Catalunya). The full license can be consulted at http://creativecommons.org/licenses/by/3.0/legalcode.




                                                                                                                            -Catalunya

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e-Catalunya: Experience report

  • 1. -Catalunya Experience report Generalitat de Catalunya Legal notice This work is subject to a licence Attribution 3.0 of Creative Commons. Reproduction, distribution, public communication and transformation to generate a derived work is permitted, with no restrictions provided that the author of the rights (Generalitat de Catalunya) is cited. The full license can be consulted at http://creativecommons.org/licenses/by/3.0/legalcode. -Catalunya
  • 2. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  • 3. Introduction e-Catalunya is an initiative of the Regional Government of the Generalitat de Catalunya – in collaboration with UPC- Barcelona Tech 2004 Strategic approach to innovate eGovernment services -Catalunya
  • 4. Global objectives boost a severe internal change management New citizen-care-centric model of eGovernment mobilize all relevant stakeholders (internal & external) -Catalunya
  • 5. Opportunities KM & Communities of Practice (CoP) “Groups of people who share a concern or a passion for something they do and do it better as they interact regularly” Work and share together the process of innovating eGovernment services + Web 2.0 + social networks Enable connections among people across formal structures -Catalunya
  • 7. e-Catalunya operational platform It’s an open source platform to support different kind of communities. -Catalunya
  • 8. E-Catalunya methodology Communities of Practice (CoP) Community Managers, responsible for catalyzing each CoP Sustained training and competence growth support to all community managers and members of each CoP CoP evolution model, each CoP evolves through a sequence of maturity process Online interaction, supported by reliable technology Open dissemination policy Metrics methodology Reactive accompanying measures: organizational support, best practices conferences, leader's visibility Proactive accompanying measures: advice on strategic alignment, incentives to participants, involvement of external experts -Catalunya
  • 9. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  • 10. Platform structure Each portal may contain a hierarchy of groups/subgroups, with an unlimited number of levels inside. Users register to portals and groups within them Users interact using collaboration tools at portal & group scope -Catalunya Portal Portal Portal group group group group group group group group group -Catalunya
  • 11. User roles Registered users play different roles at different scopes: – At portal scope: member / moderator / administrator – At group scope: member / moderator / administrator Unregistered users – guest Global platform administrator -Catalunya
  • 12. Privacy Privacy settings – portal scope • public or private (guests allowed or only portal members) – group scope • public (for people with access to the portal) • private (only for group members) – collaboration tool scope (different privacy settings to determine who can read or contribute). -Catalunya
  • 13. web 2.0 collaboration tools blog calendar file repository photoalbum forum mailroom wiki mailing list -Catalunya
  • 14. Collaboration tools & user roles web 2.0 collaboration tools are associated to groups, portals or members Tool behavior can be configured based on roles with a wide range of options. Middleware – Enables collaboration tools to behave according to user roles. – Full look & feel integration of collaboration tools – Allows ampliation to new tools -Catalunya
  • 15. Collaboration tools(I) Blog – “diary” alike tool – typically configured to allow members to post new articles and comments. Mailing list – email based group messaging tool (with archive) that uses sympa open source package as list manager. – lists are created and configured to be restricted to group members. Calendar – activity scheduling and announcing. – Map integration – They can be configured to allow members to publish new activities (without moderation), introduce comments to activities, etc. -Catalunya
  • 16. Collaboration tools(II) File repository – file sharing , uploading and downloading files. – possibility to add descriptions, keywords and comments to existing files. – Supports a very granular permission system for operations on files and folders. Photo Album: Image sharing tool – image sharing , album management, uploading and downloading images – possibility to add descriptions, keywords and comments to existing images. Forum: – Popular discussion web tool based on PHPBB. It may be moderated. -Catalunya
  • 17. Collaboration tools(III) Wiki – Popular collaborative web-content publishing tool. – It is normally used for collaborative editing – It supports file attachments, user comments and a record/log of the different document releases. Mailroom – It is a survey engine that allows administrators to set up different kind of surveys in order to gather information in brief from portal users or the general public using made-to-measure questionnaires. – It may be used for carrying out opinion surveys or reaching a broadly agreed decision through votes cast by users. -Catalunya
  • 18. Web 2.0 experience User driven content classification, evaluation and recommendation – Tagging – “I like it” – Mail based content recomendation – Comments -Catalunya
  • 19. Indexation Collaboration tools and their contents are indexed using «Lucene». Searching: – simple or advanced – search results are filtered depending on users' permissions. The list of new contents or posts is also obtained from the index. – special news sections (at home page, initial group page, etc.) – news alerts via email – news feed (RSS). Most common words -Catalunya
  • 20. Social networking e-Catalunya is a place to keep in contact and meet new people Profile & contacts management – Users can create and manage their own profiles. – Users can manage their contacts, that is people they know and with whom they have a special trust relation Members directory Social network functionalities -Catalunya
  • 21. Members Directory It’s easy to find people, see who is online or examine their profile -Catalunya
  • 22. Social network: based on user’s contacts I can establish direct contacts with other members and explore my social network… -Catalunya
  • 23. Knowledge network: Based on the analysis of users activities. I can find people similar to me and get recommendations of documents -Catalunya
  • 24. Administrative tools -Catalunya
  • 25. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  • 26. Architecture Ad-hoc specific development under GPL license Open source – PhpBB (forums) – Mantis (bug tracker) – Lucene (search engine) – Sympa (email lists) – JOSSO (SSO) – eXo platform (portlet container) -Catalunya
  • 27. Technological platform e-Catalunya is a shared service platform Scalability (to accommodate CoP growth) Security, reliability (24x7) It’s running on the corporate data centre -Catalunya
  • 28. Software evolution Continuous improvement – Yearly roadmap – Releases every 4 months to add new functionalities identified by members of all the CoPs or eCatalunya management board. Next steps: – Usage and integration with other popular social network platforms – using SaaS (Software as a Service), cloud computing and federated authentication. – Widget technology to export contents. – … -Catalunya
  • 29. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  • 30. e-Catalunya communities Professionals from – the Catalan health system – supporting start-ups – assisting the work of collectives dedicated to prevention of gender-based violence – supporting innovation projects – social family workers – … and other collectives in the Catalan public administration Also used by citizens interested in debates opened by these collectives. -Catalunya
  • 31. Family mediators Family mediators: Members are mainly independent professionals that collaborate with the Justice administration in family mediation processes (a form of alternative dispute resolution). -Catalunya
  • 32. Family mediators Members use blogs to analyze and discuss news related to their profession. They also announce activities related to their work. They use mailing list to distribute weekly newsletters. Impact – knowledge sharing and access improvement – reduced isolation between professionals. – It has reduced the need for personal meetings, thus reducing mobility needs – Also, less knowledge is lost while professionals retire, as their knowledge is introduced and thus kept in the platform. – Allow all stakeholders to participate in each mediation process, no matter how far they are. -Catalunya
  • 33. Prevention of gender-based violence between the youth An open portal to everybody interested in this issue. Using the wiki tool we are building in collaborative way a resource directory related with our work -Catalunya
  • 34. Barris amb projectes: a community (800 members) of professionals that share best practices in the Catalan Integral improvement program for neighborhoods (urbanism, housing, immigration, etc). -Catalunya
  • 35. 61 portals, 1.387 groups or CoP, 17.906 members (4 Nov 2009) -Catalunya
  • 36. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  • 37. Law compliance The platform has to comply with the personal data protection Spanish law. – Nowadays the e-Catalunya platform is prepared to protect basic personal information. Security measures: • firewalls, intrusion detection systems, system update policies, SSL, application security review, HTML filtering Users also have to comply with laws governing industrial and intellectual property. – whenever a new content is uploaded to the platform they have to explicitly indicate they hold the rights to do that. The legal notice must be explicitly accepted by every new user before becoming member of the platform Accessibility compliance with WAI AA -Catalunya
  • 38. Training & users support Contextual online help Specific training support for beginners -Catalunya
  • 39. Contents Introduction e-Catalunya platform overview Architecture & software evolution Experiences with CoP Other considerations Conclusions -Catalunya
  • 40. Benefits for CoP Efficiency: ubiquitous & asynchronous interaction Community building: less isolation Best practices: standarized, documented praxis Overcome organizational hierarchies Collaborative learning Improved civil servant satisfaction and commitment -Catalunya
  • 41. e-Catalunya: lessons learned Leadership and specific methodologies are needed to be successful: Role of administrators and moderators is essential Choose CoP with real participation needs -Catalunya
  • 42. Conclusions It is an innovative e-governance service that has been successfully used to encourage CoP of the Generalitat de Catalunya in order to achieve an Open Government – with more effectiveness, efficiency, transparency, collaboration, participation and co-responsibility. The platform combines different web 2.0 tools to satisfy the different needs of every single community. Technology is not a barrier but it’s not enough. -Catalunya
  • 43. -Catalunya Questions ? http://ecatalunya.gencat.cat/quecat Legal notice This work is subject to a licence Attribution 3.0 of Creative Commons. Reproduction, distribution, public communication and transformation to generate a derived work is permitted, with no restrictions provided that the author of the rights is cited (Generalitat de Catalunya). The full license can be consulted at http://creativecommons.org/licenses/by/3.0/legalcode. -Catalunya