CONTACTS 
0201 - SRI International                    650 326 6200
020101 - Mr. Pat Lincoln; 650 859 5454
020102 - patl@ai.sri.com

SUBJECTS
Summarize Project Purpose, First Deliverable
Planning; Alliances
Knowledge Management Development Based on SDS
SDS Strong KM Application, Pat Lincoln SRI
SRI Commercial Development

1807 -    ..
1808 - Summary/Objective
1809 -
180901 - Follow up ref SDS 27 0000, ref SDS 24 0000.
180902 -
180903 - Pat has reviewed information showing SDS and Communication Metrics
180904 - support Knowledge Management, which was submitted for Pat's fund
180905 - raising efforts to support Doug's DKR project.  I proposed that SRI
180906 - and Welch develop a viable engine for Knowledge Management.
180907 - ref SDS 0 0050  Pat explained SRI's interest in ownership of patents,
180908 - and Open Source development.  We agreed to discuss these issues.
180909 - ref SDS 0 1222  Pat feels there are cost and efficiency advantages for
180910 - Welch to lead the development effort. ref SDS 0 2385  A viable KM
180911 - capability would support Doug Engelbart's objectives for Open Source
180912 - development of a DKR. ref SDS 0 1056  The SDS record on the Internet
180913 - shows Welch can produce effective Knowledge Management. ref SDS 0 4819
180914 - SRI has expertise developing funding based on demonstrating the
180915 - ability to deliver Knowledge Management. ref SDS 0 0512  Pat is
180916 - leaving for Washington today, and will return in 10 days.  Set meeting
180917 - for 000725 for exploring this opportunity.
180918 -
180919 -     [On 000713 submitted letter confirming these understandings to
180920 -     Pat. ref SDS 32 0001
180921 -
180922 -     [On 000718 received part of SRI proposal to NASA for KM showing
180923 -     level of understanding. ref SDS 33 0001
180924 -
180925 -     [On 000724 Pat called to confirm meeting for 000725. ref SDS 35
180926 -     0001
180927 -
180928 -
180929 -
180930 -
180931 -
1810 -
1811 -
1812 - Discussion
1813 -
181301 -  ..
181302 - SRI Recognizes Opportunity to Create Knowledge Management Using SDS
181303 -
181304 - Follow up telecon with Pat on 000608, and letter, ref DIP 2 0001, to
181305 - Eugene Kim with ideas on how to summarize the DKR project, which Pat
181306 - requested to develop presentations by SRI to government agencies for
181307 - obtaining funding.
181308 -
181309 - Did not mention again discussion with Marcello on 000627. ref SDS 26
181310 - 0001
181311 -
181312 - Reviewed opportunity for SRI to help develop unique KM capability
181313 - discussed with Doug on 000327, ref SDS 11 9975, and effort to improve
181314 - progress per meeting on 000615. ref SDS 25 6271
181315 - ..
181316 - Pat has reviewed information submitted on Communication Metrics
181317 - and SDS, per our telecon on 000608. ref SDS 24 0001
181318 -
181319 - SDS implements Communication Metrics, which supports Knowledge
181320 - Management in three key areas....
181321 -
181322 -     1.  People
181323 -     2.  Process
181324 -     3.  Time
181325 -
181326 - ...explained in POIMS. ref OF 1 7222
181327 - ..
181328 - Pat noted that experience using SDS work product on the OHS/DKR
181329 - project shows that SDS is a strong KM capability that enables a new
181330 - way of thinking and working, called out by Doug Engelbart, reported on
181331 - 991222, ref SDS 7 3696, which is based on a powerful, unique design
181332 - that supports the management process (plan, perform, report) by
181333 - integrating time and information?
181334 -
181335 -     [On 000725 Pat confirmed this opinion. ref SDS 36 0050
181336 -
181337 -     [On 000925 Cliff Joslyn, Chief KM researcher at Los Alamos Natonal
181338 -     Lab, made similar reported. ref SDS 37 RK3I
181339 -
181340 -     [On 001017 Pat confirmed it again. ref SDS 38 VY4J
181341 -
181342 -     [On 010111 Pat indicated SDS could help SRI on communication and
181343 -     coordination. ref SDS 41 3X4I
181344 -
181345 -     [On 010811 Bootstrap Institute wants to review SDS in online forum
181346 -     for implementing Doug's ideas. ref SDS 42 T67J
181347 -
181348 - SDS design is the key to augmenting human "intelligence," as set out
181349 - in the letter on 000608 suggesting ways for Pat to frame a proposal
181350 - for funding, ref DIP 2 1995, and thereon constitutes a fundamental
181351 - advance on alphabet technology, which has been the core engine of
181352 - knowledge that has lifted civilization the past 2,000, particularly
181353 - since the invention of the printing press by Gutenberg in about 1455,
181354 - as set out in the record on 991010. ref SDS 5 2548
181355 -
181356 - I noted that new skills are needed and supported by SDS, which makes
181357 - "people" an important element of Knowledge Management, as set out in
181358 - the NWO... explaining the science of Communication Metrics.
181359 - ref OF 2 4305
181360 -
181361 -     [On 000721 Cliff Joslyn advised that LANL's effort to create KM
181362 -     has concluded that new skills are needed also. ref SDS 34 1312
181363 -
181364 -
181365 -  ..
181366 - Opportunity Commercial Development Core Engine Knowledge Management
181367 -
181368 - I posed the opportunity to form a commercial partnership for enhancing
181369 - SDS, as the core engine of Knowledge Management across the continuum
181370 - from individuals to Enterprise Management, set out in the record on
181371 - 990427. ref SDS 2 7503
181372 -
181373 - Pat expressed interest in this opportunity.
181374 -
181375 - I advised that SDS is a DOS program.
181376 -
181377 - It is ready to go today, to enable Pat, Bill Gates, the President,
181378 - anyone who wishes to add "intelligence" to their work, to do so for 20
181379 - minutes, an hour, 4 hours or all day long, across a wide spectrum of
181380 - implementation, similar to the alphabet.
181381 -
181382 - Commercial success requires rendering SDS in a more acceptable format,
181383 - i.e., Windows.  Something that is a bit more user friendly, although
181384 - committed people can use it now, especially with a dedicated
181385 - Communication Manager role, explained in the New World Order... paper.
181386 - ref OF 2 4305
181387 -
181388 -
181389 -  ..
181390 - Ownership, Patents, Licensing Require Review
181391 -
181392 - Pat said that SRI is primarily interested in arrangements where they
181393 - can own patents, and, if not, then they want Open Source development.
181394 - This aligns with Doug's report to the DKR meeting at SRI on 000324.
181395 - ref SDS 10 3055  More recently, on 000601 Doug reviewed this issue,
181396 - ref SDS 23 1976, and Marcello commented. ref SDS 23 4080
181397 -
181398 - I suggested we discuss suitable arrangements.
181399 -
181400 - Pat feels something can be worked out on this issue.
181401 -
181402 -
181403 -  ..
181404 - Welch Leads Development Team
181405 -
181406 - He further noted that development within SRI is expensive
181407 - because of overhead and procedural restrictions from performing
181408 - government security work.  This aligns with analysis on 000426.
181409 - ref SDS 18 0187
181410 -
181411 - Pat proposed that development be undertaken by Welch to keep costs
181412 - down.
181413 -
181414 - I agreed.
181415 -
181416 -
181417 -
1815 -

SUBJECTS
Fortunate Resources Time Aided Innovations, Supported by SRI in 60s,
Struggled Overcome Resistance to Develop Innovations in 60s, 70s
Open Source Doug Committed, Pat Lincoln
Open Source Strong Commitment by Doug Engelbart
Difficult KM Hard to Design, Not Understood
Secret SDS Only KM Design, 000425
Innovation Slow Due to Market Forces

3210 -
321001 -  ..
321002 - Knowledge Management Difficult to Understand, Requires Breakthrough
321003 - Focus, Responsibility Essential for Creating Knowledge Management
321004 - Open Source Develops Implementation for DKR, Solving World Problems
321005 -
321006 - Pat cited Doug Engelbart's commitment to an Open Source effort.
321007 -
321008 - We discussed deference owed to Doug's ideas, goals and stature at SRI
321009 - and within the industry.  Doug was fortunate to have the opportunity
321010 - in the 60s and 70s for applying SRI resources to develop key
321011 - improvements in computer technology, notably the mouse and the windows
321012 - user interface.  Doug, also, developed concepts about using computers
321013 - productively, leading to his ABC method of continuous improvement,
321014 - reviewed on 991222, ref SDS 7 1550, which can be helpful in solving
321015 - world problems, discussed during the Colloquium.  See, for example,
321016 - the record on 000120. ref SDS 8 2808  At the same time, Doug has faced
321017 - with courage and strength the resistance to new ideas from cultural
321018 - viscosity that adheres to traditional methods.
321019 -
321020 - Successful organizations that can afford to support research, are
321021 - understandably cautious about diverting funds, from work that
321022 - generates revenue, to invest sufficient resources for completing
321023 - development of new ideas that have not yet been established as useful
321024 - in the market place, which aligns with Tom Landauer's explanation in
321025 - his book, The Trouble with Computers, about why innovation through
321026 - evolution in the market place is so slow, ref SDS 1 0722, which makes
321027 - commercial success largely luck.
321028 -
321029 - On 990527 Clay Christensen's book, "Innovator's Dilemma," explains big
321030 - organizations fail by missing opportunities due to cultural blinders
321031 - that only invest in activity to produce immediate revenue.  This
321032 - policy choice prevents allocation of resources to new innovations that
321033 - sustain competitiveness in the market place. ref SDS 3 4077
321034 -
321035 -     [On 001027 Doug related significant struggles to get funding for
321036 -     testing and development of his innovations, many of which were
321037 -     later brought to market by others. ref SDS 39 GL3W
321038 -
321039 -     [On 001107 Doug awarded National Medal of Technology. ref SDS 40
321040 -     0001
321041 -
321042 - Doug has not developed Knowledge Management, nor a theory of knowledge
321043 - that extends current practice in data base and information management.
321044 - During a meeting at SRI on 000504 Doug disclosed that NSF rejected an
321045 - earlier proposal that failed to define "knowledge" for guiding the
321046 - project. ref SDS 20 5555  On 000307 Doug asked the DKR team to develop
321047 - a work up on "Knowledge Management" to cure the prior deficit.
321048 - ref SDS 9 4820  He repeated this request on 000419. ref SDS 15 4964
321049 -
321050 - Calls to perform this foundational step, beginning on 000120 during
321051 - the Colloquium, ref SDS 8 5063, again on 000407, ref SDS 14 2805,
321052 - after a meeting at SRI proposed improving software tools, ref SDS 13
321053 - 5078, and recently at SRI on 000518, ref SDS 22 5555, culminated on
321054 - 000615 with the DKR team abandoning the effort to define "knowledge"
321055 - and prepare a work up on "Knowledge Management." ref SDS 25 6271
321056 -
321057 - The current Bootstrap strategy of incremental development, beginning
321058 - with improving software tools, can eventually succeed.  Starting with
321059 - an engine of knowledge, however, would expedite progress on a DKR by
321060 - years, even decades.  It positions SRI to deliver a powerful, unique
321061 - capability, for converting information into knowledge, that no other
321062 - organization possesses, nor is likely to develop in the foreseeable
321063 - future, based on the record reported by Marcello Hoffman at SRI on
321064 - 000330. ref SDS 12 0713
321065 -
321066 - SDS, Communication Metrics and POIMS technology were developed by
321067 - Welch using tools and support from Morris Jones, beginning in 1985.
321068 - These capabilities form a core engine of knowledge that can open a
321069 - powerful new path for technology development set out in the record on
321070 - 000423, ref SDS 16 8000, and later discussed at Intel on 000517.
321071 - ref SDS 21 5084
321072 -
321073 - On 991025 Peter Drucker's article in Atlantic Monthly explained
321074 - opportunity for Knowledge Management to be the next wave of technology
321075 - development for advancing civilization. ref SDS 6 0836
321076 - ..
321077 - This opportunity was discussed with Doug on 000327. ref SDS 11
321078 - 4420
321079 -
321080 - Open Source has advantages for developing implementation of a DKR,
321081 - based on a core engine of knowledge.
321082 -
321083 - Developing an engine of knowledge requires responsibility and focus of
321084 - commercial enterprise, that is not a strength of Open Source work.
321085 - Open Source people are independent, and so require belief in what they
321086 - are doing in order to be productive.  In a commercial setting, people
321087 - can be productive simply by doing the work they are hired to perform.
321088 - They do not have to understand nor necessarily agree with anything,
321089 - This is important because Knowledge Management is counterintuitive. It
321090 - requires a unique design that conflicts with training and experience
321091 - of managers and engineers.  "Buy-in" remains a useful ingredient of
321092 - productivity, but is easier to achieve with a captured staff that has
321093 - direct self-interest incentives to perform, as directed.
321094 -
321095 - Even though Doug's Bootstrap vision and mission calls for a "whole new
321096 - way of thinking," discussed with the DKR team recently on 000424,
321097 - ref SDS 17 5033, this has proven difficult for the DKR team to accept,
321098 - as with others who have tried to travel this path, with the result
321099 - that on 000615, the DKR team gave up trying to produce Knowledge
321100 - Management. ref SDS 25 6271  Over the past six (6) months Open Source
321101 - has brought the DKR team full circle, recalling from the first meeting
321102 - on 000324, Lee Iverson's notice that every project that has attempted
321103 - to produce Knowledge Management has failed. ref SDS 10 4877  On 000330
321104 - Marcello Hoffman made a similar point. ref SDS 12 0713
321105 -
321106 -     [On 000718 received part of SRI proposal to NASA for KM showing
321107 -     level of understanding. ref SDS 33 0001
321108 -
321109 - Thus, the problem is not lack of expertise, energy, nor lack of money,
321110 - but simply that KM is difficult to understand.  Without understanding,
321111 - this capability cannot be produced by any amount of money, as
321112 - evidenced by Lee Iverson's report on 000324. ref SDS 10 4877
321113 -
321114 -
321115 -  ..
321116 - SDS Provides Knowledge Management That Works Everyday
321117 -
321118 - Pat indicated that SDS work product he has examined on the Internet
321119 - shows that Welch can deliver Knowledge Management.  This aligns with
321120 - Jack Park's report to the team on 000426 that SDS on the Internet
321121 - provides proof of concept for a DKR. ref SDS 19 3315
321122 -
321123 - The letter to Jack on 000605, which was sent to Pat on 000608 through
321124 - a link in the letter on how to explain Knowledge Management (see para
321125 - 3, ref DIP 1 8475, sets out unique SDS capability. ref DIP 1 0895
321126 -
321127 - More recently on 000709 the underlying strength of SDS was cited by
321128 - Bill DeHart at PG&E, and Morris Jones at Intel, ref SDS 28 0784, and
321129 - yesterday Jack Park urged the DKR team to review a new article by
321130 - David Gelernter, that supports the SDS design. ref SDS 29 7565
321131 -
321132 - Once the core engine of knowledge is created commercially, then, like
321133 - an engine in automobiles, trains and airplanes, Open Source can use
321134 - the KM engine to develop a broad range of implementations, set out in
321135 - the record on 000423. ref SDS 16 8000  These implementation tools can
321136 - include a DKR for an Enterprise Management solution, which can attack
321137 - world problems, and other issues.
321138 -
321139 -
321140 -
321141 -
3212 -

SUBJECTS
Unsuccessful Report
DARPA
NASA Possible Source
Finance Requires Proof of Ability to Perform, 000601
Planning
Hooks Attract Funding
Proof of Concept Predicate to Funding, 000601
SDS Attract Funding

4111 -
411101 -  ..
411102 - Funding Requires Ability to "Deliver the Goods" -- a "Hook"
411103 -
411104 - Follow up ref SDS 23 1760.
411105 -
411106 - Pat advised that efforts to attract funds for the DKR project are
411107 - continuing; progress has been slow.
411108 - ..
411109 - They have a proposal to NASA, which Pat feels may get some
411110 - attention because NASA needs to make a showing on solving management
411111 - problems.
411112 -
411113 -     [...later in the afternoon Lee Iverson reported SRI has received
411114 -     encouraging response from NASA. ref SDS 31 0001
411115 -
411116 - I mentioned review on 991001 shows NASA is a good target for a KM
411117 - effort, because their failures are highly visible.  They cannot bury,
411118 - ignore and cover up mistakes in order to avoid the bother of improving
411119 - management, as can other agencies and commercial enterprise, like
411120 - USACE, Kaiser, Intel and so on. ref SDS 4 0001
411121 -
411122 -     [On 000718 SRI's proposal to NASA cites rationale of complexity.
411123 -     ref SDS 33 6600
411124 -
411125 - I asked Pat if he has shown funding contacts the SDS record on the
411126 - Internet, including the report from USACE expressly stating that SDS
411127 - provides a unique "intelligence" role, ref DRP 1 6172, and a second
411128 - report showing it saves time and money? ref DRP 2 0001
411129 -
411130 - This was proposed in a letter sent to Doug on 000407. ref SDS 14 0786
411131 -
411132 - On 000601, Marcello Hoffman requested a "hook" that attracts funding.
411133 - ref SDS 23 4080  There are a number of industries that will experience
411134 - growing demand for KM, also, set out in the record on 000601.
411135 - ref SDS 23 0004
411136 -
411137 - Pat said that discussions with prospective sponsors have not yet
411138 - reached the stage of demonstrating work product.
411139 -
411140 - I recommended he use the reports from USACE to help sponsors grasp
411141 - that Knowledge Management is not a far out experiment based on wishful
411142 - thinking, which worried Marcello on 000601, when he urged the DKR team
411143 - to avoid "high tech tourism" ref SDS 23 1007; but, rather is a direct,
411144 - practical way to use technology for reducing mistakes, discovering
411145 - opportunities, saving time and money.
411146 -
411147 -
411148 -
411149 -  ..
411150 - Meeting Set to Explore Opportunity for KM Project Based on SDS
411151 -
411152 - Pat has to leave in 5 minutes to catch a plane for Washington.  He
411153 - will be gone for 10 days.
411154 -
411155 - Pat wants to meet when he returns to discuss this opportunity.
411156 -
411157 - We set a meeting for 000725 at 0930.  He has another meeting at 1100,
411158 - so we set our meeting at 0930 to ensure adequate time.
411159 -
411160 - Pat indicated he will be in touch via email.
411161 -
411162 -    [On 000713 submitted confirming letter. ref SDS 32 0001
411163 -
411164 -    [On 000725 met with Pat at SRI. ref SDS 36 0001
411165 -
411166 -
411167 -
411168 -
411169 -