THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: April 6, 2000 04:00 PM Thursday; Rod Welch

Meeting on Bootstrap OHS/DKR project at SRI.

1...Summary/Objective
2...Introductions - Diverse Skills Focused on DKR Project
3...Search for "Killer App" Focuses on Knowledge/Enterprise Management
4...Sponsors Looking for Projects in Knowledge Management Arena
5...Legal Issues Arising from Open Source and Sponsor Support
6...Project Objective to Produce DKR Capability
....Knowledge Management Definition
....Editor Based on XML Initial Project Deliverable
....Planning Presentation Adam Cheyer Steps Develop OHS/DKR
....SDS Knowledge Mangement Support POIMS Technology
....Range of Applications Proposed to Evaluate Best Solution OHS/DKR
....Software Programming Program First Objective of DKR Bootstrapping
....Handicap Support for Disabled to Use Internet
....Eric Armstrong Explained Progress on XML Editor
....Collaborative Document System and OHS Supported by Editor
....Intelligence Support Augments Human Capabilities
7...Project "Plan" to Attract Sponsors
8...Leadership and Project Management Needed to Develop KM
9...Full-time Focus Required to Develop KM, Too Complex for Volunteers
10...KM Complex Needs Full-time Effort, Part-time Volunteers Delay Progress
11...SRI Team Needs Leadership; Not Ready for Welch and Com Metrics
...1...Mission of the project?
...2...What will be produced?
...3...Staff and skills available to produce DKR.
...4...Budget for resources needed to get what we need?
...5...Participation and Reward
...6...Open Source
...7...Schedule - Define Practical Scale of Tasks

ACTION ITEMS.................. Click here to comment!

1...Doug noted importance of developing funding and a budget to support
2...Eric plans to begin use case analysis.

CONTACTS 
0201 - Bootstrap Institute
020101 - Mr. Douglas C. Engelbart, Ph.D.

SUBJECTS
OHS/DKR Meeting at SRI 000406
Colloquium Unfinished Revolution, 000106

0404 -
0404 -    ..
0405 - Summary/Objective
0406 -
040601 - Follow up ref SDS 49 0000, ref SDS 42 0000.
040602 -
040603 -
040604 -     [On 000407 submit draft to Adam and Eric for comment. ref SDS 56
040605 -     0001
040606 -
040607 -
040608 -
040609 -
0407 -

SUBJECTS
Scott, Neal Handicap Support for Using Internet
Liu, Howard

0604 -
0605 - Discussion
060601 -  ..
060602 - Introductions - Diverse Skills Focused on DKR Project
060603 -
060604 - Follow up ref SDS 49 2079, ref SDS 42 2079.
060605 -
060606 - Howard Liu
060607 -
060608 -    Works with Adam Cheyer and Jack Park at VerticalNet on AI and KM
060609 -    projects.
060611 -  ..
060612 - Neal Scott
060613 -
060614 -    Leads the team at Stanford on developing support for the disabled
060615 -    and handicapped.  Doug's goals to augment human capabilities align
060616 -    with Neal's project.
060617 -
060618 -
060619 -
060620 -
060621 -
060622 -
0607 -

SUBJECTS
Sponsor/Stakeholder Planning

0903 -
090401 -  ..
090402 - Search for "Killer App" Focuses on Knowledge/Enterprise Management
090403 - Sponsors Looking for Projects in Knowledge Management Arena
090404 -
090405 - Follow up ref SDS 49 4877, ref SDS 42 4877.
090406 -
090407 - Doug has a meeting with SRI and a major potential sponsor on Monday,
090408 - 000410.
090410 -  ..
090411 - The sponsor is looking for KM capabilities.  Doug wants to have
090412 - something to present showing progress toward meeting the sponsor's
090413 - objectives.
090415 -  ..
090416 - Doug noted importance of developing funding and a budget to support
090417 - continued efforts on the project.
090419 -  ..
090420 - This aligns with planning from meeting on 000324. ref SDS 42 5482  On
090421 - 000326 telecon with Doug cited need for budget and schedule to make
090422 - meaningful progress on project objectives. ref SDS 46 5402
090423 -
090424 -     [On 000407 submitted ideas to Adam Cheyer and Eric Armstrong to
090425 -     review with Doug about what can be presented to support at Doug at
090426 -     the meeting on Monday. ref SDS 56 0786
090428 -      ..
090429 -     [On 000407 listed as agenda issue for project meetings.
090430 -     ref SDS 56 2975
090432 -      ..
090433 -     [On 000419 Doug reports plans to meet on 000425 with Werner
090434 -     Schaer, CEO of SPC, and Curt Carlson, CEO of SRI. ref SDS 60 1140
090436 -      ..
090437 -     [On 000427 no results reported on 000425 meeting.
090439 -      ..
090440 -     [On 000518 no planning to support trip to Wasnhington. ref SDS 74
090441 -     6036
090443 -      ..
090444 -     [On 000601 stronger sponsor outreach needed to develop funding
090445 -     based on results of trip to Washington. ref SDS 75 4877
090446 -
090447 -
090448 -
090449 -
090450 -
090451 -
0905 -

SUBJECTS
Property Rights in Knowledge Organization
Commercial Viability
Ownership Investment Risk
Development Investment Risk

1406 -
140701 -  ..
140702 - Legal Issues Arising from Open Source and Sponsor Support
140703 -
140704 - Follow up ref SDS 49 3055, ref SDS 42 3055.
140705 -
140706 - There was no discussion on getting a license or other standing
140707 - required to operate, noted at the meeting on 000330. ref SDS 49 3995
140708 -
140709 -     [On 000407 listed as agenda issue for project meetings.
140710 -     ref SDS 56 6973
140712 -     ..
140713 -    [On 000418 proposed agenda for meeting on 000420. ref SDS 59 1152
140714 -
140715 -
140716 -
140717 -
1408 -

SUBJECTS
Ontology Organize Structure
OHS Open Hyperdocument System
ABC Improvement Model
Collective IQ
OHS DKR Integrate
Dilemma Industry Doesn't Know How to Design KM
Armstrong, Eric, Presentations to Team
Cheyer, Adam, Presentations to Team
OHS Editor XML, Requirements, Specs
WBI Vector Presentation, Engelbart, 000420
Software Programming Program Initial Produce, 000406
Reporting Based on Subject Context
Bootstrap Strategies, 000227
SDS Proof of Concept for DKR, 000426, Jack Park
Software Programming 1st Priority for OHS/DKR Support, Adam Cheyer

3517 -
351801 -  ..
351802 - Project Objective to Produce DKR Capability
351803 -
351804 - Follow up ref SDS 49 2808, ref SDS 42 2808.
351805 -
351807 -     ..
351808 -    Knowledge Management Definition
351809 -
351810 -    Marcello Hoffman did not attend the meeting today; there was no
351811 -    discussion of Marcello's offer at the meeting last week to define
351812 -    "knowledge" and "management" for orientation toward developing a
351813 -    unique knowledge management capability in relation to efforts by
351814 -    other organizations. ref SDS 49 0713
351816 -     ..
351817 -    Paul Fernhout's comments on difficulty defining Knowledge
351818 -    Representation, reported on 000405, ref SDS 53 5977 and ref SDS 53
351819 -    4611, were not discussed today.
351821 -     ..
351822 -    Opinion and journaling, cited by Jack Park on 000405, as possible
351823 -    application in a dynamic knowledge repository, ref SDS 53 2928, was
351824 -    not discussed today.
351825 -
351826 -       [...below consideration given to form sub-group to meet on
351827 -       defining KM for use case analysis. ref SDS 0 3722
351829 -        ..
351830 -       [On 000517 meeting at Intel on defining KM. ref SDS 73 0585
351831 -
351833 -     ..
351834 -    Editor Based on XML Initial Project Deliverable
351835 -
351836 -    Follow up ref SDS 49 5880, ref SDS 42 5880.
351837 -
351838 -    Doug Engelbart entered on the marking board some of the outline in
351839 -    the OHS Editor vector shown in his letter on 000405. ref SDS 54
351840 -    0001
351842 -     ..
351843 -    Plans were set for Doug to present this plan at the meeting next
351844 -    week on 000413.
351845 -
351846 -          [On 000407 Eric Armstrong lists Doug's vector presentation
351847 -          for the meeting on 000413. ref SDS 56 0004
351848 -
351849 -          [On 000427 Doug presents WBI Vector. ref SDS 68 3995
351851 -     ..
351852 -    Joe Williams used the marking board to diagram process flows for
351853 -    the DKR and OHS, supplementing the ideas he began to present at the
351854 -    meeting on 000330. ref SDS 49 2808  Since the agenda for today
351855 -    called for Adam and Eric to make presentations, Joe's work will be
351856 -    reviewed further at a future meeting.
351857 -
351858 -         [On 000407 Eric Armstrong submitted a letter showing Joe's
351859 -         presentation may be appropriate for the meeting on 000413.
351860 -         ref SDS 56 2576
351862 -          ..
351863 -         [On 000420 Joe gave formal presentation. ref SDS 61 5880
351864 -
351866 -     ..
351867 -    Planning Presentation Adam Cheyer Steps Develop OHS/DKR
351868 -
351869 -    Adam Cheyer presented steps to move Doug's project forward for
351870 -    developing an OHS editor using XML and Open Source business model,
351871 -    per scope issues discussed during the meeting at SRI on 000324.
351872 -    ref SDS 42 3611  Doug's letter to the team a few weeks later on
351873 -    000405, ref SDS 54 2009, presented the first step of adding
351874 -    addressability to create links in email. ref SDS 54 2484
351876 -          ..
351877 -         [On 000407 Eric Armstrong submitted a summary of the meeting
351878 -         today that seems to confirm this understanding on Adam's
351879 -         presentation. ref SDS 56 3648
351881 -     ..
351882 -    SDS Knowledge Mangement Support POIMS Technology
351883 -    Range of Applications Proposed to Evaluate Best Solution OHS/DKR
351884 -
351885 -    Follow up ref SDS 50 5973.
351886 -
351887 -    Adam said that the OHS/DKR project should develop a number of
351888 -    applications to evaluate the best solution for improving popular IT
351889 -    products currently available.  Rod Welch was mentioned as having a
351890 -    new approach using SDS for performing Knowledge Management.  SDS
351891 -    was begun in 1983.  Implementation led to the science of
351892 -    Communication Metrics for routine intelligence support.  On 970328
351893 -    the U.S.  Army Corps of Engineers published several reports on
351894 -    Communication Metrics. ref DRP 2 6172  The report on 971007 showed
351895 -    ROI of 10:1. ref DRP 3 0001
351897 -     ..
351898 -    On 000324 Lee Iverson reported SRI research found that other
351899 -    Knowledge Management projects have failed; and, on 000330 Marcollo
351900 -    Hoffman reported that the only Knowledge Management methodology SRI
351901 -    has discovered is Doug Engelbart's work in the 1960s, which is no
351902 -    longer in use.  Having a working Knowledge Management system could
351903 -    be helpful for learning to develop tools that advance from
351904 -    information to a culture of knowledge. ref SDS 42 4877
351905 -
351906 -         [On 000407 listed agenda issue to define DKR. ref SDS 56 4173
351908 -          ..
351909 -         [On 000601 Marcello Hoffman recommended focusing on KM methods
351910 -         that work, rather than producing "high-tech tourism."
351911 -         ref SDS 75 1007
351913 -          ..
351914 -         [On 000727 Cliff Joslyn explained mathematics can model the
351915 -         Welch SDS program that supports KM. ref SDS 78 3960
351917 -          ..
351918 -         [On 001027 case study SDS support for OHS/DKR project.
351919 -         ref SDS 80 3995
351921 -     ..
351922 -    Adam indicated a lot of "reporting" would be "managed" by the DKR
351923 -    to produce useful "knowledge."  It was unclear who would produce
351924 -    the "reports," particularly in light of the record on 990525
351925 -    showing that engineers don't like to write, ref SDS 12 0966, and on
351926 -    990527 Andy Grove advised engineers don't like to read. ref SDS 13
351927 -    5110  Later, on 990625 Fortune reported that CEOs don't like to
351928 -    write either; they want the engineers to do it. ref SDS 14 1024
351930 -           ..
351931 -          [On 000504 Eugene Kim explains advantage of OHS that supports
351932 -          reporting based on subjects. ref SDS 70 2063
351934 -         ..
351935 -        One scenario might be that, if Doug and the DKR team can make
351936 -        reading and writing easier and more valuable, then, maybe more
351937 -        will be produced by people, who otherwise feel they do not have
351938 -        enough time for analysis, as reported on 970910. ref SDS 7 3479
351939 -        Since literacy is the core capability of civilization, see on
351940 -        991108, ref SDS 16 5628, this might move things forward quite a
351941 -        bit.
351943 -     ..
351944 -    There was consideration of producing a new browser, but it sounded
351945 -    like commercial products would be used, at least for the near term.
351946 -    Evidently there is a question about handling XML protocols, and
351947 -    derivative tools, which the project is considering to improve
351948 -    editing and handling of daily working information, called out by
351949 -    Doug, reviewed on 000327. ref SDS 46 3971  This raises several
351950 -    issues...
351951 -
351952 -      a.  Can commercial browsers do this?
351954 -           ..
351955 -      b.  Is there any reason to believe they will not be able to do it
351956 -          in a year or so when new tools begin to come online?
351958 -           ..
351959 -      c.  If not, then the project needs to add this to its list of
351960 -          tasks.
351961 -
351963 -     ..
351964 -    Software Programming Program First Objective of DKR Bootstrapping
351965 -
351966 -    Discussion today indicates that the OHS/DKR team plans to initially
351967 -    produce a software program that augments software programming.
351968 -    This will be used within the Bootstrap framework ABC improvement to
351969 -    produce new applications that augment human capabilities.
351970 -    Bootstrapping advantages were cited in the planning during meeting
351971 -    at SRI on 000324. ref SDS 42 7482
351973 -     ..
351974 -    SRI's proposal for the government to fund research lead by Doug
351975 -    Engelbart in 1962 planned to start augmenting intellectual
351976 -    effectiveness of software programmers, reviewed on 991222.
351977 -    ref SDS 18 KL6N  Doug refined the ABC improvement model in his 1992
351978 -    paper, also, reviewed on 991222.
351980 -     ..
351981 -    Lee Iverson related the strategy today reflecting recommendations
351982 -    on 000120 to create specific improvements that will in turn enhance
351983 -    the ability to solve world problems. ref SDS 20 6534  On 000227
351984 -    Eric Armstrong explained scenario using DKR for software project,
351985 -    ref SDS 32 1248, to illustrate how to gain "penetration," referring
351986 -    to attracting users in the face of a desire to rely on personal
351987 -    recall. ref SDS 32 0896
351988 -
351989 -          [On 000407 submit action item on this. ref SDS 56 6973
351991 -           ..
351992 -          [On 000413 Software Carpentry project developing open source
351993 -          tools to improve software programming, reports difficult to
351994 -          get software programmers to try new tools. ref SDS 58 2160
351996 -           ..
351997 -          [On 000420 Eric reports CRIT project deveopers use email
351998 -          because it is fast and easy, rather than the tool they
351999 -          created for connecting information. ref SDS 61 4911
352001 -           ..
352002 -          [...Lee Iverson submits Use Case planning for software
352003 -          projects. ref SDS 61 4933
352005 -           ..
352006 -          [On 000423 Eric submits purpose of DKR project to augment
352007 -          human intelligence, ref SDS 64 5933, and submits atomic data
352008 -          structures for editor to accomplish that goal, rather than to
352009 -          specifically improve computer programming. ref SDS 64 4933
352011 -           ..
352012 -          [On 000424 Eric confirms Editor will greatly improve software
352013 -          programming. ref SDS 65 5460
352015 -           ..
352016 -          [On 000601 software programming program will support multiple
352017 -          views as first project deliverable. ref SDS 75 7238
352019 -           ..
352020 -          [On 000509 Paul Fernhout reviews Bootstrap strategy.
352021 -          ref SDS 72 4514
352023 -           ..
352024 -          [On 001017 Mark Mitchell, President of CodeSourcery, takes
352025 -          assignment to manage OHS project. ref SDS 80 O25H
352027 -           ..
352028 -          [On 010313 cited Doug's wisdom to focus on software engineers
352029 -          reflects experience developing SDS. ref SDS 82 C35N
352031 -     ..
352032 -    Eugene Kim cited the Software Carpentry program that is working on
352033 -    this objective.  There was consideration to invite the firm to make
352034 -    a presentation.  No one was assigned to investigate this
352035 -    opportunity.
352036 -
352037 -          [On 000407 Eric Armstrong lists Software Carpentry as a
352038 -          possible presentation for the meeting on 000413. ref SDS 56
352039 -          7068
352041 -           ..
352042 -          [On 000413 presentation by Software Carpentry. ref SDS 58
352043 -          2160
352045 -         ..
352046 -        This seems to be a venture into the software business, except
352047 -        it will be open source, and so any useful breakthroughs will be
352048 -        given away.  The incentive to produce breakthroughs is to help
352049 -        mankind, and to obtain reciprocal help from advances provided
352050 -        by others, who will likewise give away the value added.  There
352051 -        was no discussion today about how to ensure reciprocal conduct.
352052 -        Accounting for value added has not yet been addressed.  Suppose
352053 -        someone spends 5 years and discovers something of moderate
352054 -        value.  Someone else spends 10 minutes and notices that
352055 -        rearranging things a bit adds much greater value.  How does
352056 -        open source allocate rewards; how is value quantified, if the
352057 -        market is not to be used?  Seems like there are a lot of issues
352058 -        to be thought through.
352059 -
352060 -           [On 000422 Paul Fernhout suggests obtaining government grant
352061 -           to pay for project development. ref SDS 63 3900
352063 -            ..
352064 -           [On 000718 SRI pre-proposal to NASA is to improve software
352065 -           programming. ref SDS 77 6020
352067 -         ..
352068 -        Business issues to generate a revenue stream for making a
352069 -        living by giving away tools that augment human capabilities,
352070 -        were reviewed by Eric Armstrong on 000403 ref SDS 51 0004
352071 -
352072 -           [On 000423 Eric reviews business issues again. ref SDS 64
352073 -           2214
352075 -         ..
352076 -        On 000324 Doug reported that SRI and sponsor participation
352077 -        raise ownership issues with respect to intellectual property.
352078 -        ref SDS 42 3055
352080 -     ..
352081 -    On 000326 Doug proposed that the DKR project team be the crucible
352082 -    for using new capability to test productivity. citing project
352083 -    meetings as a good example to augment. ref SDS 44 5972
352084 -
352085 -    "Documents" seem to be the focus of improvements to be developed,
352086 -    in the areas of ..
352088 -         ..
352089 -        Linking Versioning Transcoding Display (e.g., WBI)
352091 -         ..
352092 -        Ontology - it was not clear that this was discussed today.
352093 -
352094 -
352095 -
352096 -
3521 -

SUBJECTS
Handicap Support Disabled Using Internet, Neal Scott, 000406

3703 -
370401 -     ..
370402 -    Handicap Support for Disabled to Use Internet
370403 -
370404 -    Neil Scott suggested that handicap support be provided for
370405 -    disabled people to satisfy government requirements.
370406 -
370407 -        This was explained in one sense that when a menu is displayed
370408 -        on the screen, a voice says what the screen shows, so that a
370409 -        blind person is not left in the dark about what everyone else
370410 -        is seeing on the screen.
370412 -         ..
370413 -        [On 000518 Cynthia Waddell with San Jose City Manager
370414 -        Department reported interest in compliance with Disabilities
370415 -        act. ref SDS 74 3192
370417 -         ..
370418 -        [On 000128 John Deneen explained Neil Scott's important work in
370419 -        a meeting with Pacific Consultants. ref SDS 81 4G9N
370421 -         ..
370422 -        [On 010724 Psinet indicates SDS may be able to help in some
370423 -        way. ref SDS 84 CT8F
370424 -
370425 -
370426 -
370427 -
370428 -
370429 -
370430 -
3705 -

SUBJECTS
Specifications, DKR, OHS
DKR Specification
DKR, 000422
OHS, 000307

4206 -
420701 -     ..
420702 -    Eric Armstrong Explained Progress on XML Editor
420703 -    Collaborative Document System and OHS Supported by Editor
420704 -
420705 -    Updated version of requirements, ref DRP 5 0001, reviewed most
420706 -    recently on 000306, ref SDS 33 0782, was presented.  This was not
420707 -    distributed in email, did not get a version number or date.
420708 -
420709 -           [On 000422 Joe Williams submits use case analysis of DKR
420710 -           design; needs review for correlation, conflicts with Eric's
420711 -           work. ref SDS 62 4933
420713 -            ..
420714 -           [On 000423 Eric submits use case analysis.
420716 -            ..
420717 -           [...Eric submits atomic data structures. ref SDS 64 4933
420719 -            ..
420720 -           [On 000505 Eruc submits v0.5. ref SDS 71 0782
420722 -     ..
420723 -    Features cited by Doug Engelbart on 000327 were not expressly
420724 -    discussed. ref SDS 44 5972  May be reviewed at the meeting next
420725 -    week.
420727 -     ..
420728 -    On 000210 need solution to establish legal entitlement to act on
420729 -    virtual document, related to versioning. ref SDS 27 4002
420730 -
420731 -           [On 000407 listed agenda item for project meetings.
420732 -           ref SDS 56 3985
420734 -     ..
420735 -    On 000306 OHS Editor and DKR supports didatic teaching, and case
420736 -    studies -- were not discussed today. ref SDS 33 0741
420737 -
420738 -           [On 000407 listed agenda item for project meetings.
420739 -           ref SDS 56 5938
420741 -     ..
420742 -    Eric explained a new feature to save time that improves "Drag and
420743 -    Drop" by immediately sending a file to a designated storage
420744 -    location.
420746 -     ..
420747 -    Advantages of XML were not discussed, but were assumed in the
420748 -    presentation, per work on 000124. ref SDS 21 0612
420749 -
420750 -           [On 000407 listed agenda issue for team meetings to review
420751 -           how XML editor will augment human thinking and help sovle
420752 -           world problems. ref SDS 56 0300
420754 -     ..
420755 -    gIBIS and mathematical operations will enhance communication.
420756 -
420757 -           Eric related that mathematical operations can be applied to
420758 -           help Doug in the meeting next week with SRI and the
420759 -           prospective sponsor.
420761 -     ..
420762 -    Doug proposed developing core capabilities that a lot of people can
420763 -    fairly quickly grasp and apply; then adding further features.  This
420764 -    relates to Doug's 1972 paper reviewed on 000327 explaining the slow
420765 -    process by which people assimilate new tools and methods.
420766 -    ref SDS 46 5256
420768 -     ..
420769 -    Eric plans to begin use case analysis.
420771 -     ..
420772 -    He requested support from the team on examples of uses that can be
420773 -    augmented.  On 000326 Doug Engelbart suggested using project team
420774 -    meetings as crucible, or use case material, to figure out what and
420775 -    how to augment human capabilities. ref SDS 44 5972
420777 -     ..
420778 -    We considered forming a sub-group to meet and develop a scope for
420779 -    use cases to implement knowledge maanagement, cited by Jack Park on
420780 -    000324. ref SDS 42 6052, which can then be reviewed and developed
420781 -    by the wider DKR community through email.  Eric said this would be
420782 -    helpful to him because there are some big issues about KM that need
420783 -    attention, per above. ref SDS 0 5555  At the meeting today, no one
420784 -    was able to commit any additional time beyond the once a week
420785 -    meetings at SRI.
420786 -
420787 -           [On 000407 set action item for team to defind knowledge and
420788 -           KM. ref SDS 56 2805
420790 -            ..
420791 -           [On 000423 received Use Case analysis from Eric. ref SDS 64
420792 -           4933
420794 -            ..
420795 -           [On 000427 Lee Iverson submitted use cases for software that
420796 -           seem to have broader application. ref SDS 67 1462
420798 -            ..
420799 -           [On 000503 Eric reported KM is not well enough defined to
420800 -           build tools. ref SDS 69 5187
420802 -            ..
420803 -           [On 000504 Eugene Kim submits explanation of his DKR project
420804 -           that shows use cases to improve handling daily working
420805 -           information, ref SDS 70 0784,
420807 -            ..
420808 -           [On 000517 Eric and Rod met at Intel to work on defining KM.
420809 -           ref SDS 73 0585
420810 -
420812 -     ..
420813 -    Intelligence Support Augments Human Capabilities
420814 -
420815 -    There was no discussion about applying ontology, suggested by Jack
420816 -    Park on 000221, ref SDS 31 8044, and earlier by Benay Dara-abrams,
420817 -    on 000216, ref SDS 30 0895, with chronology cited by Eric Armstrong
420818 -    on 000212, ref SDS 28 9790, to formulate a new paradigm of
420819 -    Knowledge Space for advancing the traditional use of "documents" as
420820 -    the primary instruments of information and knowledge.
420821 -
420822 -        [On 000423 Eric submits explanation for purpose of DKR project
420823 -        as "augmenting human intelligence." ref SDS 64 5096
420824 -
420825 -
420826 -
420827 -
420828 -
4209 -

SUBJECTS
Project Planning, Objectives
Plan Needed for Guidance
Management and Governance
Project Management Help, Welch, Rod
Welch, Rod Day-time Job Night-time Job Developing SDS Com Metrics KM
KM Full-time Job Cannot Be Developed with Part-time Volunteers
Leadership Finance Needed to Develop KM Volunteers Part-time Open Sou
Project Manager Leadership Jack Park Disappointed about Slow Progress
Lincoln, Pat Asks about Rod's Day-time Job Night-time Job Developing
Full-time Job Using SDS for Com Metrics to Create Proof of Concept SD

5512 -
551301 -  ..
551302 - Project "Plan" to Attract Sponsors
551303 -
551304 - Follow up ref SDS 49 6036, ref SDS 42 6036.
551305 -
551306 - There was no discussion of the project plan.
551307 -
551309 -  ..
551310 - Leadership and Project Management Needed to Develop KM
551311 - Full-time Focus Required to Develop KM, Too Complex for Volunteers
551312 - KM Complex Needs Full-time Effort, Part-time Volunteers Delay Progress
551313 - SRI Team Needs Leadership; Not Ready for Welch and Com Metrics
551314 -
551315 - Following the meeting, I walked past Pat Lincoln sitting in the back
551316 - of the conference room, and he asked about my "day-job," when I am not
551317 - volunteering to help launch Doug's OHS/DKR project?
551319 -  ..
551320 - We briefly reviewed experience the past 10 years or so showing that
551321 - transformation from information to a culture of knowledge cannot be
551322 - done part-time.  Developing SDS and Com Metrics, cited by Adam Cheyer
551323 - during the meeting today, as demonstrating ability to perform KM,
551324 - ref SDS 0 6923, is a day-time and a night-time job.
551325 -
551326 -     [On 020729 reviewed experience showing that KM is a full-time job.
551327 -     ref SDS 85 T43A
551329 -      ..
551330 -     [On 041228 finalizing development of simple projects like the
551331 -     Graphing Calculator require full-time effort. ref SDS 88 KC4G
551333 -  ..
551334 - Pat asked how well KM pays?
551336 -  ..
551337 - The US Army Corps of Engineers reported ROI is 10:1.  They saved $500K
551338 - with a minimum cost of $50K, and estimated millions of dollars can be
551339 - saved by using Com Metrics more widely. ref DRP 3 0001  PG&E reported
551340 - similar results, showing that doing KM is well worth the effort.
551341 - However, helping people discover that knowledge is more valuable than
551342 - information takes an enormous effort.  This educcation task has not
551343 - been very rewarding because we cannot force people to save time and
551344 - money.  The record on 981027 shows that only a miracle can help our
551345 - best and brightest save time and money. ref SDS 10 7315
551346 -
551347 -     [On 010426 Pat mentioned that government agencies have a hard time
551348 -     understanding KM, because the methods and vendors they have tried
551349 -     have all failed. ref SDS 83 657O
551351 -      ..
551352 -     [On 000601 Marcello Hoffman recommends focusing on technologies
551353 -     that work, avoid high-tech tourism. ref SDS 75 1007
551355 -      ..
551356 -     [On 020924 Morris Jones reported that in the beginning and for a
551357 -     long time transformation to a new way of working often does not
551358 -     pay well. ref SDS 86 MZ4J
551360 -      ..
551361 -     [On 030718 Rome was a fragile republic that failed because
551362 -     democracy was only a whisper for a mellenium until finally taking
551363 -     root in fertile soil during 1776. ref SDS 87 WZ7N
551365 -  ..
551366 - Jack Park commented that the presentation today is not moving the
551367 - OHS/DKR team toward an effective Knowledge Management solution,
551368 - discussed on 000331. ref SDS 50 4877  Jack suggested that Welch
551369 - provide leadership to improve progress.  He wants to approach Doug
551370 - about appointing Welch project manager.
551372 -  ..
551373 - We considered the challenge of helping volunteers, who are all experts
551374 - in their field, with limited time to invest learning and understanding
551375 - complicated ideas, and where Doug is an industry giant.  Moving too
551376 - fast alienates people, leading to charges of arrogance, reported on
551377 - 000106. ref SDS 19 8712 and ref SDS 19 0877
551379 -  ..
551380 - Missing ingredients are resources and authority.  This is an ad hoc
551381 - exploratory project launch group.  It is not really even a team, yet,
551382 - much less an organization that can be led and managed.  The first
551383 - order of business is set up a business environment, as discussed with
551384 - Doug on 000327, ref SDS 46 5402, and per planning in the record of the
551385 - project launch meeting on 000324. ref SDS 42 7074
551386 -
551387 -     [On 000407 developed action items on business issue. ref SDS 56
551388 -     6973
551390 -      ..
551391 -     [On 000412 Eric reports understanding Welch is in charge of
551392 -     business agenda for project meetings; affirm that I am helping,
551393 -     but not in charge. ref SDS 57 0001
551395 -      ..
551396 -     [On 000426 Jack discussed project management again. ref SDS 66
551397 -     0187
551399 -      ..
551400 -     [On 000711 Pat Lincoln proposed that Welch perform development.
551401 -     ref SDS 76 2385
551403 -      ..
551404 -     [On 000929 Doug indicated Welch could perform PM. ref SDS 79 WR7H
551406 -      ..
551407 -     [On 020924 Morris Jones speculated that Rod tried to hijack the
551408 -     project by promoting SDS as the "plan of record." ref SDS 86 VT7O
551409 -
551410 -
551411 -
551412 -
5515 -

SUBJECTS
Preliminary Project Plan

5603 -
5604 -   ..
560401 - Follow up ref SDS 49 1479, ref SDS 42 9776.
560402 -
560403 - Possible Issues for Eugene, Jack, Eric, Joe to Consider
560404 -
560405 -   1.  Mission of the project?
560406 -
560407 -       a.  Augment human capabilities, ref SDS 18 3011, using ABC
560408 -           process, per record on 991222? ref SDS 18 1550
560410 -            ..
560411 -           What capabilities will be augmented?
560413 -            ..
560414 -           It was not clear that Eugene covered this as developed on
560415 -           000324. ref SDS 42 0638
560416 -
560417 -             [On 000404 Eric Armstrong submitted a letter proposing
560418 -             that human reasoning be augmented. ref SDS 52 7844
560419 -           ..
560420 -       b.  Solve world problems and enterprise problems
560421 -
560422 -           Will capability directly solve problems, i.e., provide a
560423 -           service to implement DKR that solves problems; or,
560424 -
560425 -             This was not discussed today.
560427 -            ..
560428 -           Provide capability deployed by people working on world
560429 -           problems to enhance their ability to collaborate, develop
560430 -           and implement solutions, similar to the way alphabet
560431 -           technology is used to "lift all boats" to a higher cognitive
560432 -           plane, per review on 991108? ref SDS 16 5628
560433 -
560434 -             This was not discussed today.
560436 -            ..
560437 -           Will same capability solve Enterprise Management problems
560438 -           cited by Chemical Bank presentation at Colloquium?
560439 -           ref SDS 42 5092
560440 -
560441 -             This was not discussed today.
560442 -           ..
560443 -       c.  Attract sponsor support
560444 -
560445 -           Define project deliverable for review with participating
560446 -           organizations/sponsors, per Doug. ref SDS 42 7030
560447 -
560448 -             Eugene proposed assignments be made on this, per above.
560449 -             ref SDS 49 4877
560451 -            ..
560452 -           Sponsors need something that earns a reward.
560454 -            ..
560455 -           Commercial success - can something that solves world
560456 -           problems be commercially successful?
560457 -
560458 -             [On 000403 Eric Armstrong submitted compelling analysis on
560459 -             business models, ref SDS 51 0004, and explained challenges
560460 -             of open source efforts. ref SDS 51 5956
560461 -
560463 -        ..
560464 -   2.  What will be produced?
560465 -
560466 -       Project plan on OHS/DKR to attract sponsors.
560467 -
560468 -       a.  OHS XML (WBI) Editor with lots of features? per Doug.
560469 -           ref SDS 42 5880
560471 -            ..
560472 -           Engineering Management first kind of work to augment, per
560473 -           meeting on 000324. ref SDS 42 5964
560474 -
560475 -           •  Does it replace wordprocessing?
560476 -
560477 -              This was not addressed today.
560479 -               ..
560480 -           •  How will it support ABC augment, per Joe? ref SDS 42 4140
560481 -              ..
560482 -              This was not addressed today.
560484 -               ..
560485 -           •  What will it do that is very useful that nobody else has
560486 -              thought of doing or knows how to do, per Warren's
560487 -              suggestion? ref SDS 42 2387
560489 -               ..
560490 -              This was not addressed today.
560492 -               ..
560493 -           •  How will it achieve commercial success?
560494 -
560495 -              This was not addressed today to supplement ideas on
560496 -              000324. ref SDS 42 6224
560497 -
560498 -                 [On 000403 Eric Armstrong submitted compelling
560499 -                 analysis on business models, ref SDS 51 0004, and
560500 -                 explained challenges of open source efforts.
560501 -                 ref SDS 51 5956
560502 -
560503 -           ..
560504 -       b.  Other Applications??
560505 -
560506 -              This was not addressed today.
560508 -            ..
560509 -       c.  DKR to support ABC Augment
560510 -
560511 -              This was not addressed today to supplement ideas on
560512 -              000324, ref SDS 42 3611, and Doug's 1972 paper reviewed
560513 -              on 000327. ref SDS 46 3971
560514 -
560515 -              [On 000331 reviewed issue. ref SDS 50 5973
560517 -               ..
560518 -              [On 000405 Jack Park requests comment on whether DKR
560519 -              should include opinion, how it should be represented, and
560520 -              whether a personal journal should be in the DKR?
560521 -              ref SDS 53 2928
560522 -
560524 -        ..
560525 -   3.  Staff and skills available to produce DKR.
560526 -
560527 -              This was not addressed today to supplement ideas on
560528 -              000324. ref SDS 42 7074
560529 -
560530 -              [On 000403 Eric Armstrong submitted analysis setting out
560531 -              challenges of open source efforts. ref SDS 51 5956
560532 -
560534 -        ..
560535 -   4.  Budget for resources needed to get what we need?
560536 -
560537 -             This was not addressed today to supplement ideas on
560538 -             000324. ref SDS 42 5482
560539 -
560541 -        ..
560542 -   5.  Participation and Reward
560543 -
560544 -             This was not addressed extensively today to supplement
560545 -             ideas on 000324. ref SDS 42 1450
560546 -
560547 -             Eugene proposed assignments be made on this, per above.
560548 -             ref SDS 49 4877
560550 -               ..
560551 -              [On 000403 Eric Armstrong submitted analysis setting out
560552 -              challenges of open source efforts. ref SDS 51 5956
560553 -
560555 -        ..
560556 -   6.  Open Source
560557 -
560558 -             This was not addressed extensively today to supplement
560559 -             ideas on 000324. ref SDS 42 7371
560560 -
560561 -             Eugene proposed assignments be made on this, per above.
560562 -             ref SDS 49 4877
560564 -               ..
560565 -              [On 000403 Eric Armstrong submitted analysis setting out
560566 -              challenges of open source efforts. ref SDS 51 5956
560567 -
560569 -        ..
560570 -   7.  Schedule - Define Practical Scale of Tasks
560571 -
560572 -             This was not addressed today to supplement ideas on
560573 -             000324. ref SDS 42 2640
560574 -
560575 -             [On 000405 Doug Engelbart submitted outline of tasks for
560576 -             discussion at meeting on 000406.
560577 -
560578 -
560579 -
560580 -
560581 -
560582 -
560583 -
5606 -
5607 -
Distribution. . . . See "CONTACTS"