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Rev. Latino-Am. Enfermagem vol.20 no.2 Ribeirão Preto May/Apr. 2012
Elyrose Sousa Brito RochaI; Patricia NagliateI; Claudia Elisangela Bis FurlanI; Kerson Rocha JrII; Maria Auxiliadora TrevizanIII; Isabel Amélia Costa MendesIV
IDoctoral students, Escola de Enfermagem de Ribeirão Preto, Universidade de São Paulo, WHO Collaborating Centre for Nursing Research Development, Brazil
IIPost-doctoral fellow, Escola de Enfermagem de Ribeirão Preto, Universidade de São Paulo, WHO Collaborating Centre for Nursing Research Development, Brazil
IIIPhD, Retired Full Professor, Escola de Enfermagem de Ribeirão Preto, Universidade de São Paulo, WHO Collaborating Centre for Nursing Research Development, Brazil
IVPhD, Full Professor, Escola de Enfermagem de Ribeirão Preto, Universidade de São Paulo, WHO Collaborating Centre for Nursing Research Development, Brazil
Knowledge has been used as a resource for intelligent and effective action planning in organizations. Interest in research on knowledge management processes has intensified in different areas. A systematic literature review was accomplished, based on the question: what are the contributions of Brazilian and international journal publications on knowledge management in health? The sample totaled 32 items that complied with the inclusion criteria. The results showed that 78% of journals that published on the theme are international, 77% of researchers work in higher education and 65% have a Ph.D. The texts gave rise to five thematic categories, mainly: development of knowledge management systems in health (37.5%), discussion of knowledge management application in health (28.1%) and nurses' function in knowledge management (18.7%).
Descriptors: Knowledge Management; Knowledge Management for Health Research; Human Resources; Nursing; Health Organizations.
Today, well-informed, demanding and more competitive persons are increasingly common. This is due to everyone's easy and fast information access. Modern technology offers access to the internet, which has facilitated the immediate information search process. As a result, this accelerated process has clearly affected different work sectors, including health.
At the same time, health system users are increasingly aware of their rights and demand better conditions and increased quality of care delivery. In this context, distinguished techniques and tools, often used in the industrial sector, have been adapted and used for the health area, particularly care and service quality(1). Thus, one of the strategies adopted, based on large companies and industrial organizations' experiences, is to apply the concepts of learning, knowledge and competency(2) in health institutions too.
Knowledge has been considered one of the most important resources in an organization, because it is capable of making organizational and individual actions more intelligent, efficient and effective. This stimulates the elaboration of innovative and continuously excellent products and services in terms of complexity, flexibility and creativity.
The Knowledge Management (KM) process covers any form of managing, storing, distributing and using knowledge). This process involves the treatment of large data volumes, demanding the use of information technologies to achieve acceptable efficiency. To enhance growth, development, communication and knowledge preservation in an organization, KM allows professionals to reach rapid and assertive responses, linked with the decisions they need to take(3).
In that sense, information systems, present in many health institutions, such as e-learning, allow professionals in this area to develop tacit knowledge storage capacities, which will later be converted into explicit knowledge(4).
Explicit knowledge comprises text represented in books and written documents, or taxonomies and rules(3). It is reliable, formal, systematic, easy and rapid to disseminate and connects people(4-5). Tacit knowledge results from personal experience accumulated for many years(4), marked by intuition, good sense and insights(5). In this type of knowledge, sharing is needed, which turns dialogue into an important learning mechanism. These two knowledge types intermingle in institutions(5).
In Nursing, various information technology tools exist that facilitate the decision making process, including: support for evidence-based practice, best practices stored in databases, clinical databases, distance education, electronic prescriptions and files(6). As health service managers, nurses should rapidly disseminate and share tacit and explicit knowledge with team members and other health professionals. Thus, they will contribute to enhance the team's decision-making skills on care actions, which will directly affect the quality of care delivery(2).
When gaining further knowledge, nursing professionals manage to make safer and more effective decisions. This behavior leads to changes in the characteristics of the work performed, with a view to the rapid and assertive achievement of expected results(2). For these gained results to be high-quality, however, it is important for professionals to know how to manage and use this knowledge, obtained from countless existing information sources, in a correct and competent way(5).
Based on the above, this goal of this research is to develop a systematic literature review, guided by the following question: how do studies contribute that were published in Brazilian and international journals on Knowledge Management in Health between 2000 and 2010?
A literature review is the search for information on a certain theme with a view to summarizing knowledge production on a research problem and enhancing readers' understanding of what has been published about the theme. By providing research results, this method can help professionals, researchers and students in their decision making, discovering what has been investigated about the theme(7).
This type of study can offer potential contributions and represents a valuable part of the creation and organization process of the body of knowledge on a given theme(8). To attend to the study aims, a systematic literature review was developed according to defined criteria(8-10) and based on the following methodological phases: 1. Selection of the question for the review; 2. Sample selection; 3. Definition of characteristics of sample studies, based on inclusion criteria the authors defined; 4. Analysis of results, using an adapted instrument elaborated by Polleti and Caliri(10); 5. Discussion of results; 6. Presentation and dissemination of results.
The inclusion criteria to define the sample in this study were: studies published between 2000 and 2010, in Brazilian and international journals; in Portuguese, English and Spanish; presenting contributions about KM in health and whose full version was available.
Publications in the sample were retrieved from the databases Virtual Health Library (BIREME) and Web of Science. The keyword "gestão do conhecimento" was used, as well as its corresponding term in English, "knowledge management".
During the search process in the databases, initially 9,092 items were identified. A refined search for health research published in the years defined for this study redefined the number to 439. One of these was written in German, two were available in two databases and 299 addressed a theme different from the aim, without specific contributions on KM in health. Out of the 137 remaining studies, the full versions of 32 were located, defining the analysis sample for this review.
Publications in BIREME totaled 22% of the sample (7 items), two of which were accessed in Scielo, three in Lilacs and two in both. Most studies were found in the Web of Science. Twenty-five percent (8 items) of them were indexed in Scopus, 19% (6 publications) in IEEE, three in Lippincott Williams and Wilkins, two in Biomed Central Ltd and, finally, the databases SAGE, Wiley Inter Science, E-Cam, Blackwell Publishing Ltd, Ovid's and Oxford University Press appeared with one publication each.
The mean number of publications during the study period is 2.9 per year (Table 1).
Out of the 32 studies that were part of the sample, 78.1% were published in international journals. Among these, publications in Transactions on Information Technology in Biomedicine (18.8%) predominated, followed by the International Journal of Medical Informatics with 15.6% (Table 2).
It is important to highlight that, among Brazilian journals, the Latin American Journal of Nursing appeared with the largest number of publications on the theme (6.3% of the total).
The number of authors in the analyzed studies totaled 92. Another result that is highlighted is distributed in Table 3 and refers to these researchers' degrees. These data demonstrate the predominance of Ph.D.'s, representing 65.2%.
Out of 92 researchers, 70 (76.1%) are active in higher education institutions, 21 (22.9%) in research institutions or centers and only 1% in health institutions.
Although we were unable to identify the degrees of 4.4%, most authors are inserted in the academic context and affiliated with research centers and groups.
Out of 92 researchers in the sample, the majority (39.1%) is located in the United States, followed by Brazil (17.4%) and England (16.3%). (Table 4)
Table 5 displays the frequency of research types and the current status of publications on KM in health that comprised the study sample. Descriptive studies are most frequent (34.4%), followed by theoretical reflections (18.8%) and critical analyses (15.6%).
The analysis of selected publications concerning the contributions on KM in health revealed five categories, divided per theme: development of KM systems in health (37.5% of studies), discussions on KM application in health (28.1%), nurse's function in KM (18.7%), assessment of KM in health institutions (9.4%) and transformation of tacit and explicit knowledge in knowledge practices in health (6.3%).
In the last decade, papers of the theme have been published in all years. The year 2005 shows the largest number of items (21.9%), followed by 2003 with 18.8% and 2007 with 15.6% (Table 1). These results are in line with other studies that highlight that, recently, studies on KM have intensified(11), focusing on the need to understand how organizations work with knowledge to develop new products, new processes and new forms or more flexible organizational arrangements with a view to a greater sustainable competitive advantage.
KM should increasingly be part of hospital organizations' strategies, as the growing valuation of knowledge can be considered unavoidable(12). The investment flow in people and the full use of company participants' intelligence is disseminated around the world and converges towards a knowledge-based economy as well. In function of work management changes, the valuation of human capital has gained great prestige in the last ten years. It is related with practices and debates on the segmentation of the job market, polytechnics, polyvalence, flexibility and total quality. It is also part of discussions on neoliberalism in education and on the role of workers' education as an emancipating elements that conditions actions inside institutions(13).
These variables may have influenced research on the KM process in the last ten years and its importance in the health sector.
More recently, professionals in this area may be discovering the importance of knowledge management in the institutions they work at; after all, their actions constantly involve human relations and the communication process. Besides, the implementation of this process entails sustainable advantages that are hard to imitate, because it is unique in each organization. It is based on the people who work at the company and not on physical resources, which are easy to imitate and less flexible.
Another result found refers to a lesser number of publications by professionals working in health institutions. We believe that research should be inserted not only in students and teachers' daily reality, but should involve health professionals directly involved in patient care. Research should be stimulated at health services too, involving professionals working at these places, with a view to expanding knowledge and enhancing approximations between care, research and teaching. We agree that the integration of the university into health services enhances recycling and access to scientific innovations(14).
KM's contributions in health resulted in five theme categories. The first refers to the development of KM systems in health (37.5% of studies).
The need to develop information technology solutions, using KM to capture experienced professionals' tacit knowledge, is one of the aspects explored in the first category(15). Another study appoints barriers to information collection, such as the lack or inadequacy of equipment, flaws in communication services, prejudices, conflicts of interest and inadequate self-assessment of knowledge and skills by professionals(16).
On the other hand, data mining is cited as a solution that permits exploring all available knowledge in the organization for the intelligent recovery of relevant data and their distribution among different health care providers(3).
The use of KM as a resource to support decision making in health has been explored(17-20), including approaches to the development of decision support systems and the characterization of the current state of using KM tools and techniques in clinical decisions. The development of a decision support system in the context of neonatal intensive care units through the use of artificial intelligence techniques has also been discussed(21), as well as in clinical contexts, integrated in electronic patient file systems(22).
One KM model was constructed based on an analysis of interprofessional literature about KM, also considering interview transcripts and observational data collected based on health practices(23).
Authors describe (24) a KM system based on key performance indicators, constructed based on the use of the Balanced Score Card and techniques to guarantee quality in health.
Through a portal that integrates organizational knowledge, people who use the knowledge, the KM process and information technology, facilitating evidence-based Chinese medicine(25), it was explored how the knowledge was organized and coded for storage in a database and how the system's architecture was developed.
The second category joined publications that present discussions about KM in health: application of KM in occupational safety and health, addressing gaps in KM in this area; dangers and flaws in KM practices in primary care; discussion about the theme as an innovative and important strategy for the economy of current health institutions; use of the internet and evidence-based clinical decision making as complementary forces in the development of efficient KM, resulting in rapid, efficient and low-cost decision making and facilitating communication in the health care process(1,26-33).
Studies on nurses' function in KM comprised the third category and highlight that these professionals' position includes them among the expectations of institutional managers and frontline workers, holding them accountable for the management of personnel and, consequently, of human capital. In view of the importance this is granted, publications attempt to get a better understanding of KM strategies for this professional's function(2,5,13,34-36).
Some nursing activities contribute to the organization's success in the transformation process of tacit into explicit knowledge, such as the elaboration and organization of documents, manuals, protocols and routines regarding the activities present in their daily professional reality(2). As a result of this activity, accumulated knowledge can allow all professionals to do something easily, efficiently and safely. Another activity the authors mentioned refers to the conversion of explicit into tacit knowledge, in which nurses develop formal training applications, based on manuals and books, which are shared for employees to start internalizing and using them to broaden and reformulate their tacit knowledge.
Nurses should be prepared to assess the technological, organizational and human resources required for the development of KM, and to develop competences like knowledge, skills, attitudes and values, so that they are capable of planning, organizing, directing and controlling KM in the organizations where they are responsible for human capital(13).
Papers in the fourth category, called: "assessment of KM in health institutions", appoint the importance and need to use theoretical models and programs/software to assess KM at these institutions.
According to the publications, elements like: the administrative decision-management process, communication system and enculturation collaborate towards the implementation and assessment of KM(37), which strengthens health professionals' confidence in the use of these tools for their decision making. No KM assessment system will be useful for decision making, however, if its data and results cannot be compared with those of other health institutions(12).
Therefore, health institution managers are responsible for comparing current data and results with those of previous periods, and also with those of other institutions, as the entire KM assessment system should be adapted to end users, so that information management can emphasize the knowledge flow, change and control(12).
Hence, knowledge production and appropriation are socially distributed for the further implementation of systematic analysis. This process is the essence of these information systems and reinforces the importance of a KM system, facilitating access to innovation(38).
The fifth category: "transformation of tacit and explicit knowledge in health knowledge practices", indicates the importance of sharing knowledge through communities of practice, guidelines, manuals, and of using them in care practice through Evidence-Based Practice (EBP).
We know that evidence results from gross data and that their treatment is a prerequisite for the adoption of evidence-based clinical practice(39). Incorporating EBP into practical reality is one of the main challenges health professionals face(40), even if they are aware that the application of evidence is important to improve the quality of care delivery. That is so because the main decisions taken in health organizations are based on non-systemized evidence, without a profound assessment of the results found(1).
Therefore, one factor that should be considered is health professionals' lack of inquiries about the validity of information used for decisions(1,41), deriving from health managers' lack of training and experience to cooperate with researchers in the area, from greater commitment to the values of applied research, as well as from the lack of an investment policy in human assets(42), besides insufficient training to make evidence-based strategic decisions(1).
Besides these issues, few professionals considered that research results significantly influence their care practice and, also, few of them perceived scientific knowledge development as a cause of strong impact on support for decision making in their area(43). Hence, another factor that directly influences these data is professionals' lack of skills to access databases in search of information and knowledge databases(1).
The studies analyzed in this category reinforce the importance of seeking scientific studies to support their health practices, as well as of using and transforming information and tacit and explicit knowledge into practices that can socialize them to other health professionals at the institution, through manuals, orientations and access to communities of practice. This process aims to make knowledge accessible to all stakeholders in care and assistance to people(4,44).
The analyzed publications point towards health professionals' current concern with enhancing growth, development, communication and preservation of knowledge inside institutions. After all, KM permits the achievement of rapid and assertive responses in decision making in clinical practice.
The studies in this review suggest a peculiarly complex scenario in the corporate world and in society in general. Global economic and social phenomena are responsible for restructuring institutional environments, also in the health sector. Economic globalization, driven by information and communication technologies, are a reality, and it is in this context that knowledge management turns into a strategic resources for the lives of health institutions and the people working there.
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Isabel Amélia Costa Mendes
Universidade de São Paulo. Escola de Enfermagem de Ribeirão Preto
Departamento de Enfermagem Geral e Especializada
Av. dos Bandeirantes, 3900
Bairro: Monte Alegre
CEP: 14040-902, Ribeirão Preto, SP, Brasil
Received: Ago. 1st 2011
Accepted: Oct. 1st 2011