Fall 2013 MIS691 Syllabus Course Information Room: EBA341 Time: Tuesday 1900 – 2140 Professor: Murray E. Jennex, Ph.D., P.E., CISSP, CSSLP, PMP Office: SS3206 Phone: 594-3734 Email: murphjen@aol.com OR mjennex@mail.sdsu.edu Office Hours: Monday: 1500-1600; Tuesday: 1600 – 1800 or by appointment Instant Message Office Hours: whenever online (be sure to identify yourself immediately so I don’t ignore you) Books: Course Reader: Knowledge Management Systems, Murray E. Jennex Decision Support and Business Intelligence Systems, 9 edition, Turban, Sharda, and Delen, Prentice Hall Other materials will be on blackboard and the teradata student network Course Approach MIS691 is a combination seminar and lecture based course. Students are expected to be prepared for class and to contribute to class discussions. Class nights are broken into three sections: The first part of the class will be dedicated to DSS in the news. This section is to make students aware of how widespread and common DSS use is in everyday activities. Students are expected to watch the media and bring in examples of DSS use. Discussion will focus on why the example is a DSS, how it is used, how effective is it, and any issues the DSS raises. The second portion of the class is dedicated to answering questions on the assigned reading. Lecture/discussions will not focus on going over the reading assignments. Students are expected to read assignments prior to class and come prepared to use the readings to support class discussion. This portion of the class is for students to ask questions about portions of the readings they do not understand or want clarification on. The third portion of the class is dedicated to the topic of the night. The topic of the night will be some aspect of the reading material that the instructor feels needs expanding. This may be specific issues, applications, or related topics not covered by the readings. Course Goals The objective of this course is to train the student in the process of decision-making and to provide the student with the ability to design systems to support decision-making. To do this we will discuss decision theory and the technologies and processes used in the creation and management of decision support systems, research decision support system literature, and create individual and group decision support systems. Course topics include decision theory, decision modeling, group decision support systems, expert systems, artificial intelligence, knowledge management, and data warehousing and mining. Students completing the course will be prepared to analyze decision processes and design and specify decision support systems to support those processes. They also will be prepared to build individual decision support systems using Microsoft Excel and Access and will be familiar with the research resources available to Decision Support Systems students. Specific Objectives (Learning outcome with support objectives): Describe decision theory Describe the attributes of a satisficer Describe the attributes of a bounded rational decision maker Describe the attributes of an optimizer Discuss how risk impacts decision making Identify and describe various decision making processes Explain decision modeling Describe and create decision trees Describe and create decision tables Describe and create decision models reflecting uncertainty Describe and create decision models using various statistical techniques such as AHP, etc. Identify and define Knowledge Management terms and concepts Define and discuss what knowledge is including tacit, explicit, and organizational knowledge Define what a Knowledge Management System is and is not Define Organizational Memory and Organizational Learning and discuss their relationship to Knowledge Management Discuss the Knowledge Life Cycle Explain how Knowledge Management impacts an organization Discuss how Knowledge Management applications such as Customer Relationship Management, Supply Chain Management, and Data Warehousing impact organizational effectiveness Discuss how Knowledge Management can improve organizational and individual decision making Describe how to build and implement a Knowledge Management System Discuss technologies used in Knowledge Management such as Web Portals, XML, Ontologies, Taxonomies, and Topic Maps Discuss the functions and goals of a Knowledge Management System Discuss knowledge repositories with respect to structure and codification schemes Describe recommendations from research as to the construction of a Knowledge Management System Explain Knowledge Management/Knowledge Management System Success Discuss the need for measuring KM/KMS success List and describe KM/KMS Success Factors List and describe KM/KMS Effectiveness Models Identify and Discuss issues affecting Knowledge Management Describe issues affecting knowledge transfer, flow, and use in organizations Describe the impact of Knowledge Management strategy on KM and KMS success Describe how Knowledge Management System use and knowledge re-use impacts KM and KMS success Describe how Communities of Practice implement KM Define and Explain decision support systems Describe decision making under stress Describe a crisis response/emergency information system Identify and describe the components of a DSS Discuss when to do a DSS Explain decision support technologies Describe a data warehouse and how it improves decision making Describe data mining and how it improves decision making Describe a Group Decision Support System and how it improves decision making Describe how Business Intelligence and Business Analytics are used to support decision making Course Polices Students are expected to be prepared to discuss the assigned readings and to attend class. It is understood that there may be occasions when you will have to miss class, on these occasions I request you send me an email letting me know prior to class. Should it be necessary that you miss class on the night an assignment is due or the exam or presentation is scheduled I request notification prior to the absence so that exams/presentations can be rescheduled. I will accept assignments via email on the due date as long as a hard copy is submitted at the next class the student is at. Excessive absences, more than 4, or a lack of participation, or excessive unrelated conversation, or excessive use of computers for non class work will result in a 5% grade deduction. Excessive will be in my opinion but students will be warned and given an opportunity to improve before the deduction will be assessed. Cheating is defined as the effort to give or receive help on any graded work in this class without permission from the instructor, or to submit alterations to graded work for re-grading. Any student who is caught cheating receives an F for the class, will be reported to Judicial Procedures, and be recommended for removal from the College of Business. Plagiarism will not be tolerated and rampant or repeated plagiarism will be treated as cheating. Plagiarism is claiming other’s work for your own. This can be done by not properly citing or referencing other’s work in your papers, copying other’s work into your own (even if cited and referenced), and/or copying other’s work into your own without citing or referencing the source. Citation and referencing errors will result in grade deductions for the first offense, repeated offenses will result in reduction by a full grade on the assignment, an F for the assignment, or an F for the class depending upon the severity and intent of the offense. A 10% penalty will be assigned for late assignments. No assignment will be accepted if over 2 weeks late. All turn in work needs to be typed, have a cover page, and be single-spaced with appropriate spacing. Be sure to include your name, the class, and what the turn in work is on the cover sheet. Grading - Assignments Course assessment is described as below. Grading will be based 75% on content, 15% on organization, formatting, citations, etc., and 10% on grammar. The grading scale is: Grade A AB+ Range >= 94% >= 90% > 87.5% B BC+ C Cother >= >= > >= >= < 83% 80% 77.5% 73% 70% 70% Assignment Descriptions: Class participation is worth 10% of the grade. Participation is not just showing up to class. Participation is active interaction in discussions, asking questions, answering questions, providing context and opinion. Students who only attend class and do not participate in discussion will earn no better than an 8 for participation, students who actively engage in class discussions and attend consistently will earn scores above 8 depending on their level of participation. Four practical exercises, total value of the assignment is 40%, each is worth 10%, with the write ups for: Practical exercise one due 9/17 Practical exercise two due 10/1 Practical exercise three due 10/15 Practical exercise four due 11/19 A decision support system to be designed and prototyped by the individual. This DSS is for the individual only and should incorporate the rules, visualization, and algorithm used by its designer to support the decision. An alternative is to do a case study on an existing DSS of the student’s choice (but not from another published case study) and should be approximately 10 pages long. The case study should provide a short description of the DSS and an analysis using everything in the class and the Jennex-Olfman KM Success Model. This assignment is worth 20% and is due on 11/5. A Decision Support System to be designed and prototyped by student teams. This DSS is to support a wide variety of users and should be able to be tailored to those individuals needs. The project is worth 25%, to be presented on 12/10 and turned in on 12/17. The practical exercise portfolio is to be done using a variety of resources including the data warehouse resources on the teradata website. The practical exercises to be done are: Prac Ex 1: Teradata Network: Either Expert System Homework Assignment (Level: Difficult) >> Viji Kannan Prac Ex 2: Rule/Heuristic Extraction. Using the decision tree provided by the Instructor identify the rules and heuristics used for each node. Prac Ex 3: Use Freemind (free download at: http://freemind.sourceforge.net/wiki/index.php/Main_Page) as a graphical tool and create a taxonomy and ontology for your personal knowledge management system. Prac Ex 4: Teradata Network: Tableau on Data Visualization >> Kakoli Bandyopadhyay; or Teradata Network: MicroStrategy 8 BI Quick Warm-up Exercise >> Nenad Jukic I will score higher if both exercises are done. Note that Tableau needs to be downloaded from the Tableau website (get a trial version). Each practical exercise may have questions that need to be answered and turn in material. Additionally, each assignment needs to include an approximate 2 page write up that answers the following four questions: What did the student do? What were the results? What did the student learn? How does the exercise relate to the material that was covered in class? This write up is graded using a good, ok, poor scale. Good is achieved by: Question: what did you do? Provide a description of what you did. I know you probably followed the directions provided so don’t do a step by step account of the directions. What I am really interested in are any problems you encountered, what you did to overcome them, and any insights you learned about the technology. Finally, in most cases the value of dss is in the journey more than the result, same here, the better/clearer/insightful your write up is the better it scores. Question: what were the results? Provide any printouts of products produced, this could be a report, a map, a table, etc. To improve the score on this section you should also explain what the printouts mean. What is the logic for its organization, and in particular, how would you use it? What questions/decisions are supported by the printout? Remember that I value the journey, so take the time to tell me the story and determine the value of your printouts. Question: what did you learn I can't tell you what you learned. What I will say is that I reward insight. Insights are aha moments (a term in use long before Oprah wanted to copyright it). If you see new ways of doing things, new insights to your thought processes, potential future applications be they personal or work related, crossovers to other topics, these are what I reward more than just telling me you learned lots. I expect you to learn lots but it isn't till you explain where and what that I see that you really did. Ok, so sometimes you don't learn much. I'll still grade this area high if you tell me why, what you know, how this works on what you've done in the past, etc. Sometimes when you start doing this you see that what you've learned is reinforcing what you've done and sometimes you even have small aha moments. Bottom line is to be reflective, think a few minutes or overnight about what you've done and how it fits into your nomological net (your personal set of knowledge base structure, those theories and beliefs that guide how you evaluate and use knowledge). Then write the section, when I see this done I always score the section higher. Question: how does it relate to the material that was covered in the class? As a minimum discuss specific topics that relate to what we've done and at least mention the obvious ones. Be specific, cite the section/chapter/reading it comes from. Also cite the topics/presentations that relate. The top scores come from also citing articles from the suggested readings. The group Decision Support System is a team project and is to be a system designed to support a work group or project team in some decision process. The system can be designed to use any available tool but the team is expected to build a working prototype to be presented to the class. The team should discuss the project with the professor and get his concurrence before starting the project. The deliverables include: 1. A write-up using the simplified DSS Specification template that describes the purpose and requirements for the system and that includes the decision models 2. A presentation 3. A working prototype that has sufficient data in it so that it can be demonstrated to the class The individual Decision Support System is an individual project and is to be a system designed to aid the student in making a specific decision. The student is expected to use Microsoft Access and/or Excel as a minimum (other tools/products are acceptable). The deliverables include: 1. A write-up using the simplified DSS Specification template that describes the purpose and requirements for the system and that includes the decision models 2. A working system that has sufficient data in it so that it can be demonstrated A 10% late penalty will be assigned for late assignments. Nothing will be accepted if over 2 weeks late. All turn in work needs to be typed and have a cover page. Be sure to include your name, the class, and what the turn in work is on the cover sheet. Reading Assignments Reading assignments will come from 2 sources: The reader which is indicated by the chapter, CH The Text which is indicated by the chapter, TCh Supplemental readings are provided on Blackboard (readings are in course documents listed by night and/or topic and are expansions on the book readings) Suggested readings from the Teradata Student Network are listed below Date 8/27 9/3 9/10 9/17 9/24 10/1 10/8 10/15 10/22 10/29 11/5 11/12 11/19 11/26 12/3 12/10 12/17 Reading TCh 1, 2 TCh 3 TCh 4 None Ch 12 - 14 Ch 1 TCh 11, Ch 2 - 5 Ch 6 - 8 Ch 9 - 11 TCh 10 TCh, 5, 6, 7 TCh 8, 9 TCh 12, 13 TCh 14 None None Topics Introduction, Decision Theory Introduction to DSS Decision Modeling Decision Visualization Crisis Response Systems/Viz Lab Visit Crisis Response Knowledge Management Assignments Knowledge Management Knowledge Management Knowledge Society Collaboration, Group DSS Data Mining, Data Warehouse Business Performance Management Artificial Intelligence/Expert Systems/Semantic Web Future Trends, catch up Group Project Presentations Finals week Practical Exercise 3 Practical Exercise 1 Practical Exercise 2 Individual dss Practical Exercise 4 Group project turn in Suggested Teradata Readings The Teradata Student Network found at: www.TeradataStudentNetwork.com. You will need to register first. Use the password: Analytics. A Data Mining Primer for Data Warehouse Professionals Business Intelligence: Past, Current, and Future Business Intelligence 2.0 Business Intelligence Project Pitfalls Competing on Analytics Cooking up a Data Warehouse Dashboard Design: Why Design is Important Dashboards and Scorecards Data Warehouses, Metadata, and Middleware Decision Support Systems: To Buy or Build Designing Executive Dashboards Part 1 and 2 Expert systems and Australian Taxation administration (Case Studies Section) Expert Systems for Fraud Detection Harrah’s High Payoff from Customer Information (Case Study Section) Information Visualization for Business: Past and Future Mycin – Expert System (Case Studies Section) Recent Developments in Data Warehousing Ten Worst Practices of the Unsuccessful Data Warehouse Project Manager The Decision Support Sweet Spot The Seven Pillars of BI Success What is CRM? A Primer on CRM