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Capturing tacit knowledge

Knowledge Management·
6 min read

Based on Knowledge Management's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Tacit knowledge must be captured in a way that preserves experts’ reasoning, not just their surface-level facts, before codification can make it reusable.

Briefing

Capturing tacit knowledge hinges on one practical step: converting hard-to-explain expertise held by people into explicit, codified knowledge that others can access. That conversion requires codification, but codification only works if the capturing process is done well—by pulling the “thoughts and experiences” experts use while solving real problems and translating them into rules, programs, or other structured representations.

Tacit knowledge lives in two places: in explicit artifacts like books, manuscripts, and guidelines, and in tacit form inside experts themselves. The capturing task focuses on the second category—transferring expertise from knowledge sources (often experts) into a repository where it can be reused. In this workflow, a knowledge developer acts as the bridge. The developer collaborates with experts to capture how they actually work, then uses tools and techniques to interpret what experts say and infer the underlying reasoning. The end goal is to build rules that reflect an expert’s decision process closely enough that other people can apply them later.

That work is demanding because experts rarely rely only on written facts. Novices may offer solutions based on common-sense reasoning and readily stated figures, while experts approach problems through a different lens: how they define the problem, weigh factors, and arrive at a solution. For knowledge developers to codify that expertise, they must understand the problem domain and how it is modeled, not just the final answer. Scenario-based thinking becomes important here: developers need to capture how experts would respond when similar situations arise in the future, so the resulting knowledge remains usable beyond a single case.

Choosing the right experts is another major determinant of success. Experts are distinguished by the quantity and quality of knowledge in a domain, plus their ability to explain processes clearly. The transcript emphasizes traits that support knowledge transfer—communication skills, patience, motivation to share, and the ability to see the “big picture” by identifying causes rather than only symptoms. Experts are also described as divergent thinkers who use innovative approaches while remaining stable and persistent in how they solve problems.

Organizations then face a structural choice: rely on a single expert or assemble multiple experts. A single-expert approach can be simpler and can preserve confidentiality, since one specialist provides advice within a restricted domain. But it can also limit perspective and reduce the depth of discussion needed to capture the full reasoning behind decisions. Multiple-expert systems are favored for complex problems—especially in R&D, diagnosis, and treatment of critical illness—because pooling diverse expertise can improve knowledge representation and generate alternative ways to model and solve the same issue. The trade-offs are real: scheduling experts, managing disagreements, handling confidentiality concerns, and avoiding conflicts of interest. Multiple experts also typically require multiple knowledge developers to capture and codify each domain effectively.

Finally, the transcript lays out how knowledge developers should elicit tacit knowledge through interviews. Interviewing is presented as the most sought-after technique, but it must be planned: obtain permission in advance, avoid interrupting, prevent defensiveness, validate what is collected, and reduce reliability problems through careful questioning. Different interview formats—structured, semi-structured, and unstructured—can be combined with varied question types (multiple choice, subjective, objective, yes/no, ranking scales). The developer must also manage biases, use a level playing field, and avoid discrimination, while ensuring the expert feels confident that the information will be used for a clear purpose.

Cornell Notes

Tacit knowledge is expertise embedded in people—often not fully captured by manuals or guidelines. Turning it into explicit knowledge requires a careful capturing process that precedes codification: knowledge developers must extract experts’ reasoning, experiences, and problem-solving approaches, then translate them into rules or programs others can use. Experts must be identifiable and capable of explaining their processes; they should communicate clearly, see causes (not just symptoms), and share knowledge reliably. For complex domains, multiple experts can improve knowledge representation, though they introduce confidentiality, scheduling, disagreement, and conflict-of-interest risks. Interviews—structured, semi-structured, and unstructured—are a primary tool, but they demand preparation, validation, and bias-aware facilitation to ensure the captured information is accurate and usable.

What does “capturing tacit knowledge” mean in practice, and why does it matter for knowledge management?

Capturing tacit knowledge means transferring expertise from the knowledge source—typically experts—into a repository in a form others can access. The core challenge is that tacit knowledge is not simply written down; it lives in how experts think through problems. The transcript frames capturing as the step that enables later codification: developers must capture experts’ thoughts and experiences so the knowledge can be codified from tacit to explicit form (e.g., rules or programs). Without strong capturing, codification risks encoding the wrong reasoning or only the surface-level “facts” that anyone could read in guidelines.

What roles do knowledge developers and experts play during the capturing-to-codification process?

Experts provide the tacit content: how they approach problems, define them, and decide on solutions. Knowledge developers collaborate with experts to capture those processes and then interpret the information using reasoning processes to infer rules that represent the expert’s thought process. The developer’s job is not just to record answers; it is to understand the process domain well enough to model it similarly to how the expert does, and to convert the expertise into a coded form that others can use.

Why can’t knowledge developers rely only on manuals and guidelines when capturing tacit knowledge?

Manuals and guidelines offer shared, explicit facts, but experts often solve problems using a different approach than novices. The transcript contrasts common-sense knowledge from non-experts with expert advice that comes from diverse reasoning and problem framing. If developers only collect written procedures, they miss the expert’s decision logic—how factors are weighed, how uncertainty is clarified, and how solutions are chosen in context. Capturing must therefore go beyond the “what” in documents to the “how” and “why” behind expert actions.

When should organizations use a single expert versus multiple experts?

A single expert can be useful when the domain is narrow and confidentiality matters; the advice comes from one line of reasoning and avoids conflicts with other recommendations. However, it restricts perspective to a specialized domain and may limit the depth of discussion needed to capture broader reasoning. Multiple experts are recommended for complex problems (the transcript cites R&D, diagnosis, and treatment of critical illness) because diverse viewpoints improve knowledge representation and can produce alternative ways to model and solve issues. The downside includes scheduling difficulty, potential disagreements, confidentiality risks (e.g., sharing sensitive records), and conflicts of interest.

How should interviews be conducted to elicit tacit knowledge effectively?

Interviewing is presented as the most sought-after technique for capturing tacit knowledge. Developers should prepare in advance, obtain permission, and avoid interrupting so experts can speak freely. The session should not become defensive; the interviewer must maintain control without dominating. Developers should validate information afterward because interview statements may be inaccurate or irrelevant. The transcript also recommends using different interview structures—structured, semi-structured (with prepared questions plus probing based on the interviewee’s lead), and unstructured (starting from the expert’s account of problems solved)—and using varied question types such as multiple choice, subjective/objective questions, yes/no questions, and ranking scales.

What biases and communication issues can undermine knowledge capture?

The transcript warns that reliability drops when communication problems and role biases distort the interaction. Interviewers must avoid discrimination based on age, race, or gender and should maintain a level playing field so no party dominates. Developers should not promise what they cannot deliver, should avoid slang that experts use internally (which may be misunderstood), and should ensure the expert understands the purpose so they feel confident sharing accurate information. If the interviewer pretends to understand without comprehension, follow-up questions and clarification become necessary to prevent incorrect codification.

Review Questions

  1. What steps must happen before codification can succeed when converting tacit knowledge into explicit knowledge?
  2. How do single-expert and multiple-expert approaches differ in confidentiality, domain coverage, and the risk of disagreement?
  3. Which interview formats and question types best support capturing tacit reasoning, and what validation steps should follow?

Key Points

  1. 1

    Tacit knowledge must be captured in a way that preserves experts’ reasoning, not just their surface-level facts, before codification can make it reusable.

  2. 2

    Knowledge developers act as intermediaries: they collaborate with experts, interpret information through reasoning processes, and translate it into rules or coded programs.

  3. 3

    Experts should be selected based on both the quality/quantity of domain knowledge and their ability to explain processes clearly and consistently.

  4. 4

    Capturing requires understanding the problem domain and modeling how experts handle future scenarios, not only documenting past cases.

  5. 5

    Multiple experts improve knowledge representation for complex problems but introduce confidentiality, scheduling, disagreement, and conflict-of-interest risks.

  6. 6

    Interviews are the primary elicitation tool; they require preparation, permission, non-interruption, bias-aware facilitation, and post-interview validation.

  7. 7

    Interview structure can range from structured to unstructured, and question types (yes/no, ranking, multiple choice, subjective/objective) should match the information being extracted.

Highlights

The capturing step is the gateway to codification: without accurate extraction of experts’ thought processes, explicit knowledge will not reflect how decisions are actually made.
Experts are valued not only for what they know, but for how they explain—communication skills and the ability to identify causes (not just symptoms) are treated as essential.
Multiple-expert systems are positioned as better for complex medical and R&D contexts, even though they complicate confidentiality and coordination.
Interviewing is presented as the most effective technique for eliciting tacit knowledge, but it must be validated afterward to avoid unreliable or irrelevant information.

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