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 21, 2000 10:16 PM Friday; Rod Welch

Received notes on meeting for Bootstrap OHS/DKR project at SRI.

1...Summary/Objective
2...DKR Project Supports Lessons Learned and Continual Learning
3...Legal Issues Arising from Open Source and Sponsor Support

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

1...Need to finalize revenue distribution issues, per Eric.
2...What's a profit? Gross, net???
3...Question, Comment -- This sounds a bit like rent control,

CONTACTS 

SUBJECTS
OHS/DKR Meeting at SRI 000420
General

0504 -
0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 20 0000, ref SDS 17 0000.
050602 -
050603 - Received ref DRT 1 0001 from Eric Armstrong setting out results of the
050604 - meeting yesterday at SRI. ref SDS 20 0001
050605 -
050606 -     [On 000428 received letter on meeting held on 000427. ref SDS 26
050607 -     0001
050609 -      ..
050610 -     [On 000516 Eugene Kim advises that Eric's report were helpful.
050611 -     ref SDS 28 5936
050613 -  ..
050614 - A second letter explains the purpose of the DKR project. ref SDS 0
050615 - 5933
050616 - ..
050617 - Received ref DRT 3 0001 from Eric setting out agenda issues for
050618 - future project meetings, per planning with Eric on 000412. ref SDS 16
050619 - 0001
050620 -
050621 -
050622 -
050623 -
050624 -
0507 -

SUBJECTS
Chronology, Cause and Effect, Sequence Complexity
Lessons Learned, Cass Studies Root Cause Analysis
Lessons Learned Failure Risk Management
Deliberative Analysis SDS Thinking Through Writing Management Cycle

0806 -
080701 -  ..
080702 - DKR Project Supports Lessons Learned and Continual Learning
080703 -
080704 - Received 2nd letter from Eric, ref DRT 2 0001, responding to the
080705 - suggestion by Debra England at the project meeting yesterday, for each
080706 - team member to submit an explanation of what the team is building.
080707 - ref SDS 20 5555
080708 - ..
080709 - Eric gives the following explanation...
080710 -
080711 -      "An interactive tool for discussion and deliberation that records
080712 -      the decisions and their rationales in way that allows the
080713 -      knowledge gained in the process to be applied to future projects.
080715 -  ..
080716 - He says...
080717 -
080718 -      "deliberation" was chosen to imply focused discussion, bent on
080719 -      achieving resolution for some issue or issues.
080721 -  ..
080722 - This supplements discussion on 000120 where Eric explained objective
080723 - of the Colloquium DKR project, ref SDS 7 2688, and also asked what a
080724 - DKR looks like. ref SDS 7 3002  On 000324 at the project launch
080725 - meeting Doug Engelbart confirmed the purpose of the project set out in
080726 - his letter on 000322. ref SDS 11 5880
080727 -
080728 -     [On 000423 Eric says objective is to augment human intelligence.
080729 -     ref SDS 23 5933
080731 -  ..
080732 - Would help to define "knowledge" for the same reason "deliberation" is
080733 - explained, per the record on 000120. ref SDS 7 5063
080734 - ..
080735 - The goal to apply knowledge for doing future projects, seems
080736 - like the DKR is a repository of "lessons learned" and "case studies,"
080737 - which might then imply that "knowledge" is related to "experience,"
080738 - see POIMS. ref OF 1 0561  On 000212 Eric explained the importance of
080739 - technology that helps capture the record, outside traditional scheme
080740 - of "documents." ref SDS 9 1682
080741 -
080742 -     [On 000424 Eric cites Doug Engelbart's Augment as example of need
080743 -     for "intelligence" from prior work to expedite current projects.
080744 -     ref SDS 24 0786
080746 -      ..
080747 -     [...Eric offers strong analysis for capturing the record.
080748 -     ref SDS 24 4819
080750 -  ..
080751 - This formulation aligns with the article on using a Project Office for
080752 - an experience repository, reported on 970525. ref SDS 5 4700  A few
080753 - months later on 971021 began project to create this capability by
080754 - putting the SDS record on the Internet, ref SDS 6 2635, because
080755 - earlier in the year on 970418, ref SDS 4 2103, received report from
080756 - U.S. Army Corps of Engineers that said that Communication Metrics
080757 - supports lessons learned. ref DRP 1 3156
080759 -  ..
080760 - Deliberation for effective analysis is an important objective of POIMS
080761 - technology, ref OF 1 5418, as reported in the meeting at Stanford on
080762 - 900703. ref SDS 1 1716  On 931130 Peter Drucker says "analysis" is a
080763 - core responsibility of management. ref SDS 3 7911
080765 -  ..
080766 - On 000407 action item reported for "didactic" DKR objective and case
080767 - study capability, ref SDS 14 3985, reviewed originally on 000306?
080768 - ref SDS 10 0741
080769 -
080770 -
080771 -
080772 -
080773 -
0808 -

SUBJECTS
Property Rights in Knowledge Organization
Commercial Viability
Ownership Investment Risk
Development Investment Risk
Open Source License, 000421

1407 -
140801 -  ..
140802 - Legal Issues Arising from Open Source and Sponsor Support
140803 -
140804 - Follow up ref SDS 12 3055, ref SDS 14 6973.
140805 -
140806 - Received ref DRT 4 0001 submitting initial ideas on licensing and the
140807 - revenue issue, per planning at meeting on 000420. ref SDS 20 4045
140808 -
140809 -     [On 000422 Joe Williams will include Eric's planning today in the
140810 -     DKR specification he is developing on the web. ref SDS 21 0001
140812 -      ..
140813 -     [On 000422 Paul Fernhout objects to Eric's open source
140814 -     innovations. ref SDS 22 3055
140816 -      ..
140817 -     [On 000422 Jon Winters concurs Paul's analysis. ref SDS 22 1504
140819 -      ..
140820 -     [On 000423 Jeff Miller sets out objectives of DKR project relative
140821 -     to license issue. ref SDS 23 3055
140823 -  ..
140824 - This addresses....
140825 -
140826 -    a.  Action item #5 from the meeting yesterday. ref SDS 20 4045
140827 -
140828 -    b.  Action item #10 on 000407. ref SDS 14 6973
140829 -
140830 -    c.  On 000324 licensing issue raised. ref SDS 11 3055
140831 -
140832 -        On 000324 issue of participation was cited. ref SDS 11 1450
140834 -         ..
140835 -    d.  On 000403 Eric layed out business case scenarios. ref SDS 13
140836 -        5956
140838 -         ..
140839 -    e.  On 000411 risks of open source reported. ref SDS 15 2954
140841 -         ..
140842 -    f.  On 000413 presentation at SRI "seed" team meeting on risks of
140843 -        open source license business model. ref SDS 17 3055
140845 -         ..
140846 -    g.  On 000203 Paul Fernhout reviewed complexities of licensing for
140847 -        open source. ref SDS 8 0001
140848 -
140849 -
140850 - ..
140851 - Eric proposes in his letter today...
140852 -
140853 -    Goal:
140854 -
140855 -      If there is a revenue stream, and the software plays a part in
140856 -      producing it, we want some. ref DRT 4 0001
140857 -
140858 -          [On 000509 Eric reviews issue of participation in revenues
140859 -          and open source. ref SDS 27 7654
140861 -       ..
140862 -      For everyone else, the software is freely available.
140863 -
140864 -          Need to finalize revenue distribution issues, per Eric.
140865 -
140866 -        Does this include shipping?
140867 -
140868 -                          web site maintenance?
140870 -                           ..
140871 -                          support?
140873 -                           ..
140874 -                          upgrades?
140876 -            ..
140877 -           [On 000423 Eric cites these issues as justification for open
140878 -           source effort that generates revenue. ref SDS 23 0784
140879 -
140881 -         ..
140882 -        Distribution of revenu stream?
140883 -
140884 -           Where does the revenue go?  SRI?
140885 -
140886 -           Who decides how it is distributed?
140887 -
140888 -           What rules govern allocation?
140889 -
140891 -     ..
140892 -    Who Gets it for Free, ref DRT 4 4680
140893 -
140894 -      •  an individual
140895 -      •  a partnership
140896 -      •  non-profit corporation
140897 -      •  educational institution
140898 -      •  government agency
140899 -          ..
140900 -          Why should government get DKR for free?  They have all
140901 -          the money?
140902 -
140903 -      •  pre-profit corporation, or a for-profit corporation that is
140904 -         not currently profitable
140905 -
140906 -      •  An individual or group in a corporation that wants to evaluate
140907 -         the software to see if it is useful
140908 -    ..
140909 -    Who Pays
140910 -
140911 -      • A for-profit corporation that is making a profit, and who is
140912 -        using the software as part of their day-to-day operations
140913 -
140914 -          What's a profit?  Gross, net???
140915 -
140916 -          [On 000422 Paul Fernhout objects to Eric's open source
140917 -          innovations. ref SDS 22 3055
140919 -           ..
140920 -          [On 000423 Eric explains purpose of profit. ref SDS 23 0784
140921 -    ..
140922 -    A First Cut at Some Text
140924 -     ..
140925 -    This software may be freely copied and distributed, provided that
140926 -    this license remains intact, with one exception: No for-profit
140927 -    corporation that is currently operating "in the black" shall use
140928 -    this software as part of their normal business operations without
140929 -    paying us a negotiated license fee for the privilege.
140930 -    ..
140931 -    Pricing Structure
140933 -     ..
140934 -    Number of "knowledge workers" in the company (defined as number of
140935 -    employees minus blue collar workers and clerical workers) who have
140936 -    access to the system, times some reasonable "per seat" usage fee.
140937 -    (A yearly license, where the first 5 or 10 years may be fixed at
140938 -    some negotiated rate, in return for a commitment to renew the
140939 -    license each year for that period of time, plus a discount pricing
140940 -    structure for payment in advance.)
140941 -
140942 -        Question, Comment -- This sounds a bit like rent control,
140943 -        that gets very complicated as evident in the trial the past two
140944 -        weeks, resulting in very esoteric distinctions. ref SDS 25 4711
140946 -         ..
140947 -        I see another very complicated jury instruction in our future.
140949 -         ..
140950 -        [On 000422 Paul Fernhout suggest RehHat and Zope as examples of
140951 -        better open source arrangements. ref SDS 22 5933
140952 -
140953 -
140954 -
140955 -
140956 -
140957 -
140958 -
140959 -
140960 -
1410 -