THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700






November 21, 2000

04 00067 61 00112101




OHS DKR Project
SRI International
333 Ravenswood Avenue
Menlo Park, CA 94025
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Subject:   OHS/DKR Meaning and Scope, a Proposal
Listening to Doug and His Documents
Doug's Legacy Lives Through Continuing Use of His Work



On November 5, Henry van Eykan explained work he is doing to preserve Doug's life's work, as a richly deserved legacy of leadership for innovation over the past half-century, evidenced by Doug's award of the National Medal for Technology announced on November 9. Henry's goal is to make Doug's documents available for research, so that the power and wisdom of Doug's ideas can encourage and enlighten generations to come. This aligns with Eric Armstrong's recommendation on April 24 concurring with Adam Cheyer's suggestion that the team listen to Doug about the mission of the DKR project. Recently, on November 15, Adam again urged that the team "listen to Doug" about the definition and scope of OHS and DKR, which is the culmination of Doug's work, by relying on Doug's documents.
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At that time, Eric asked about the documents Adam had in mind, since Adam's letter did not cite references. This is a strong point, because Doug requested in his letter on October 25, that the team comment by providing links to relevant portions of the record. It was suggested in a letter to Henry van Eykan on November 9 that linking current work to Doug's documents is the best way to preserve his legacy, and, also, to ensure accurate understandings, as the best practice for evolving beyond Doug's original ideas, within the meaning of bootstrapping.
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Limited time, and personal knowledge of Doug's documents, from a long history of working with Doug, likely caused Adam to omit references to Doug's documents in his letter on November 15, and, again, on November 16, when Adam set out the definition of DKR that calls for reliance on the record, which inherently conflicts with Adam's sole reliance on a telephone call with Doug. As well, limited time and a sense of personal knowledge are probably the reasons Doug did not cite any of his documents in the OHS Launch Plan, that calls for citing the record. When we are busy, and feel that we "know" something, there is a lot of incentive to take short cuts, by making unsupported assertions. Once Henry completes his work, it will be easier to align the work with the record. However, it is not clear that any of us will ever have more time, so it will likely forever be easier to take short cuts on sound management practice, regardless of station or personal commitment, as discussed in the letter to the team on September 20, 2000. Therefore, our only hope is to create tools that make it faster and easier to use good practices, i.e., to get more done in less time. This does not mean that we can create tools that make bad practices successful. Therefore, we not only need tools, but also support to create a culture of knowledge.
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Of course everybody knows there is limited time, but many are unaware that much of what we "know," in the moment, conflicts with the record. An example is the letter on November 15 indicating documents that relate DKR to a "repository," are not available, and proposing a sensible new idea of an OHR. Since Henry has not completed work on preserving Doug's documents, it is understandable that people will overlook from time-to-time the length and breadth of Doug's distinguished record. In this case, however, Eric's letter on June 14, 2000 specifically cites Doug's paper on January 1, 1998, Technology Template Project, as the foundation for OHS, and it clearly describes a "repository" for Dynamic Knowledge Capture. That seems pretty close to a Dynamic Knowledge Repository (DKR). At the same time, Doug's 1992 paper seems just as clear, supporting Eric's idea, that the OHS is the repository, i.e., there is no mention of a DKR, and "Groupware" sounds like the tool set. Since Doug cited the 1992 paper on December 22, 1999, as the lead document for the Colloquium, there is some justification in relying on it.
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The aim here is not to quibble about documents, nor to resolve whether there is to be a DKR, an OHR, or a DHR. The new core team will take up these issues in earnest when they commence work after the first of next year, reported in the meeting at SRI on October 17, 2000. Eric noted on August 24, that some people are uncomfortable relying on archives. He, also, noted on November 16 that consistent use of terminology is desirable, which necessarily requires relying on the archives i.e., the repository, as he earlier proposed on April 24. Adam called for listening to Doug on April 24, and recommended relying on documents on November 16; yet, nowhere does Adam cite a document. On October 25, Doug requests that the team link to the record; yet, nowhere is there a link in the OHS Launch Plan. Doug would likely agree that reliance on second hand conversation is a not a sound basis for taking action, for the reasons set out in the oldest manual on sound management practice: the Bible. It is full of references, showing the process that is the core of augmenting intelligence, called out today in lofty manuals like ISO criteria, and in the OHS Launch Plan.
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My aim is to discern if there is demand for tools that empower people to follow good management practice, i.e., to perform Knowledge Management. It sounds like there might be, under this record, where everybody is calling for action that nobody is taking. Andy Grove calls this strategic dissonance. It seems to me, however, that the DKR effort is more than that, so...
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Here is a proposal.

I will license SDS for $300 per year, or sell it for $1,000. If anyone cannot afford that price, in the interest of promoting Doug's important work, I will give it away to individuals, so that we don't get bogged down in pricing issues. We will enter into an agreement that any products which emerge as a result of using SDS will entitle Welch to a nominal royalty, say between 1% - 5%, on revenues generated from using those products. This allows folks to re-engineer, use the source code, or whatever, and create their own products using open source, or a proprietary model, so long as they pass forward the Welch entitlement to a royalty on revenues generated using the SDS core POIMS capability for knowledge management support to work intelligently.
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We may need more work on this scheme, but this is a start.
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Once you have this power, you will be able to have fun making connections that comprise KM, as you have seen in Welch webmail the past year. Training required to apply the power of knowledge will be provided in group and individual settings for a reasonable price. We actually need to formulate a training program. You must recognize that SDS is not something you are going to pick up in 20 minutes. If you want to do knowledge management, you have to commit not only dollars, but time.
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A major deliverable in purchasing SDS, will be the record of the DKR project, and related records, so that folks start off with stuff to begin linking and looking up, using the ontology (subjects), developed for the project. If all you get is the SDS program, that is fairly sterile. But in this case there is a large record that everyone has helped develop, which makes it easier to get going doing Knowledge Management. This will answer a lot of questions about how a DKR works, and how it relates to a tool set, which Doug calls an OHS.
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Training one person to learn Knowledge Management is hard, but training many may be easier, because everyone can help each other. This means the first few months people will begin communicating about how to use SDS, so everybody gets up to speed. Some will want to jump out and start worrying about C++ and the DOM, after the first day, others after the first week. We need to focus first on learning Knowledge Management by doing knowledge Management with SDS everyday creating communications like this letter that applies traceability to original sources, for at least a month or so. Then we can begin to talk about writing up requirements that might make use of XML and other methods to strengthen the core of KM, and expand the scope to broader enterprise support.
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There are some really big issues out ahead that nobody has ever contemplated, except maybe Eric in his letter on January 25, 2000. He noted that a connected environment will boggle the mind. I think there are some ways to work through that issue, but it remains to be seen. All we can do is try.
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I am not going to sell SDS individually. If only one or two people express interest, that will be rejected. We need a group of folks working together for this scheme to get off the ground. If that happens, then we need to meet and work out the specific terms and planning for training that everybody can live with.
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This provides a framework for gaining experience doing Knowledge Management to accomplish the goals Doug has set for an OHS and DKR program. It, also, empowers the team to begin incorporating Doug's life's work to guide this project, and others, day-to-day. That is the lasting legacy Doug deserves for carrying the torch of progress over the past half-century.

Sincerely,

THE WELCH COMPANY




Rod Welch