Presented at 2014 Emerson Exchange conference by Danaca Jordan and Jim Cahill. As retirement rates accelerate in Western nations, efficiently transferring knowledge and lessons learned to new instrumentation and automation professionals grows in importance. Given generational differences in learning styles and limited spare time to develop training, what are some effective ways to accomplish this? A Boomer and a Millennial collaborate to share practical methods to take back with you.

1. New Kids on the I/O Block: Transferring
Knowledge to Millennials

2. Photography & Video Recording Policy
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exhibition areas, without press credentials or written permission from the Emerson
Exchange Board of Directors. Inquiries should be directed to:
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Thank you!

3. Presenters
 Danaca Jordan
 Jim Cahill

4. Introduction
 As retirement rates accelerate in Western nations,
efficiently transferring knowledge and lessons learned
to new instrumentation & automation professionals grows
in importance.
 Given generational differences in learning styles and
limited spare time to develop training, what are some
effective ways to accomplish this?
 A Boomer and a Millennial collaborate to share practical
guidelines and examples to take back with you based on
their experiences.

5. A few differences…
Dilbert.com/strips/comic/2011-08-03/

6.  On average, 10,000 Baby Boomers retire every day. Source 1
 By 2015, Millennials (1982-1995) will outnumber Baby Boomers
in the workforce. Source 2
What’s happening around us…
How will your
company handle this?
Source 3

7. Guiding Principles - Responsibilities
8
Knowledge and
direction
Provide the tools and time
Topics, feedback, and
equipment setup
“[Millennials] don’t view managers as
content experts (like their predecessors)
because they know where to find multiple
versions of the information [online].
Instead, they view managers more as
coaches and mentors.” Source 4

8. Guiding Principles - Format
9
Source 5
1 topic
5-15 min length
Bio in the notes, not the body
Ctrl-f enabled
Scan and convert hard copies to pdf
Set up keywords for searchability
On-demand
Online
Self paced
Source 6
Source 7

9. Paper-based search vs. online, mobile /
voice-enabled search
Source 8
Source 9

10. Paper books vs. searchable,
multimedia-enabled eBooks
Source 10
Source 11

11. Examples - eLearning
15
Source 12 Source 13
On-demand
Online
Self paced

12. Long written procedures vs.
short “how-to” videos
Source 15Source 14

13. Examples - YouTube Channels
Source 16
Source 17

14. One-time lecture vs.
live & recorded options
Source 18
Source 19

15. Examples – Eastman Edge
12
Upcoming Engineering Videos
Introduction to P&IDs
Environmental Responsibilities
Introduction to Mass Transfer
Cost Estimating
Capital Process Training
Economic Evaluation
Piping Design- Rules of Thumb
Produce your own
Open Discussion
Search Topics

16. Fixed documentation vs. online, comment-
enabled documentation
Source 21
Source 20

17. Examples - Wikis
14
Source 22
Source 23
Please?

18. Guiding Principles - Interaction
10
Provide methods for 2-way interaction
among mentors and peers
Community manager(s)
are important for growth
and nurturing
Source 24
Source 25

19. Guiding Principles – Interaction
Proactively Grow Your Professional Network

20. Business Results Achieved
By focusing on:
 “How to"
 Using highly searchable communications channels
 Collaborating on the development
…the training tools will be more easily found, put to use,
refined by two-way Q&A feedback, and shared with other
new professionals.

21. Summary
 There are generational differences in learning styles
 Demographic trends require greater urgency
 Follow guiding principles for effective knowledge transfer
 What do you think?
 Questions?

22. Where To Get More Information
 EmersonExchange365.com –
Your online, peer-to-peer knowledge sharing community
 YouTube.com/user/EmersonPlantWeb –
list of Emerson brand YouTube channels
 Your LinkedIn professional network

23. Sources and Credits
 Source 1 - http://xyzuniversity.com/2012/02/is-your-industry-aging-out/
 Source 2 - http://xyzuniversity.com/2012/10/scared-yet-workforce-stats-that-
chill-our-bones/
 Source 3 - http://www.newforma.com/generations-knowledge-management-
and-the-search-function/
 Source 4 - http://www.kenan-flagler.unc.edu/executive-development/custom-
programs/~/media/DF1C11C056874DDA8097271A1ED48662.ashx
 Source 5 -
http://dcvizcayno.files.wordpress.com/2012/05/1281184766_mobile_devices_
med.png
 Source 6 - http://www.aiche.org/
 Source 7 -
http://www.reddit.com/comments/l461y/today_i_made_it_possible_to_go_stra
ight_to_the
 Source 8 - Card Catalogs Photo credit: Martha Holmes//Time Life
Pictures/Getty Images
 Source 9 - Dave Crosby (CC BY-SA 2.0) http://jimc.me/1nFFrXc
 Source 10 – Chemistry: The Central Science: Theodore L. Brown, H. Eugene
LeMay, Jr.; 1977 Prentice-Hall, Inc.
 Source 11 – Biochemistry Made Easy eBook
http://biochem.science.oregonstate.edu/biochemistry-free-and-easy
 Source 12 - InTech Plus Copyright © 2014 ISA. Reprinted by permission. All
rights reserved
 Source 13 – Advanced Control Foundation book supplemental website
http://www.advancedcontrolfoundation.com/
 Source 14 - Honda lawn mower oil change procedure
http://cdn.powerequipment.honda.com/pe/pdf/manuals/31VG4642.pdf
 Source 15 – Honda lawn mower video
https://www.youtube.com/watch?v=SuBzb7BycU0
 Source 16 – Micro Motion video
https://www.youtube.com/channel/UCw7IlvWABN4a1cxHoZf_Xfg
 Source 17 – OSIsoft Youtube video
https://www.youtube.com/watch?v=6JhExRe4kO8
 Source 18 – Flickr Professor Brian Cox Star Lecture
https://www.flickr.com/photos/unimancschools/4745057962/
 Source 19 – MIT OpenCourseware videos
http://ocw.mit.edu/courses/biological-engineering/20-010j-introduction-to-
bioengineering-be-010j-spring-2006/videos/
 Source 20 – Outlook 2013 product documentation
 Source 21 – MySQL user documentation
http://dev.mysql.com/doc/refman/5.5/en/choosing-distribution-format.html
 Source 22 – Delphi Programming Wikia
http://delphi.wikia.com/wiki/Creating_DLLs
 Source 23 – Practical Electronics/Resistors WikiBooks
http://en.wikibooks.org/wiki/Practical_Electronics/Resistors
 Source 24 – FIRST Robotics Forums
http://forums.usfirst.org/forumdisplay.php?23-FIRST-Robotics-Competition
 Source 25 – DeltaV track in Emerson Exchange 365 community
http://community.emerson.com/process/emerson-exchange/systems-
solutions/deltav/

24. Thank You for Attending!