CONTACTS 
0201 - Bootstrap Institute
020101 - Mr. Douglas C. Engelbart, Ph.D.
0202 - SRI International
020201 - Mr. Pat Lincoln; 650 859 5454
0203 - SRI International
020301 - Mr. Mar
0204 - SRI International
020401 - Mr. Lee Iverson
0206 - CoreTalk Corporation
020601 - Mr. Sanford B. Klausner
020602 - Founder and CEO
0207 - Eugene Eric Kim
020701 - Mr. Eugene Eric Kim
0208 - Armstrong Consulting
020801 - Mr. Eric Armstrong

SUBJECTS
OHS/DKR Meeting at SRI 001017

0403 -
0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 50 0000, ref SDS 44 0000.
040502 -
040503 - NIH and others may sponsor DKR project; Doug and Pat are preparing
040504 - whitepapers to support funding; vision for OHS architecture pending,
040505 - ref SDS 0 4877  Pat Lincoln is the Program Manager. ref SDS 0 B4S7
040506 - Work is planned to commence beginning 2001, ref SDS 0 01EY, by a core
040507 - team headed by Mark Mitchell. ref SDS 0 O25H  Mark is President of
040508 - CodeSourcery, who develops open source programs to improve software
040509 - programming, which aligns with bootstrap strategy.  Members of the
040510 - current seed team can submit resumes to Mark for joining the core
040511 - team.  Doug sees potential to demonstrate open source methods produce
040512 - better Knowledge Management capability. ref SDS 0 9622  NIH requires
040513 - project audits to demonstrate progress.  Eric Armstrong announced
040514 - separately he will contribute soon code for the OHS and an
040515 - architecture that makes sense. ref SDS 0 M8E9
040517 -    ..
040518 -   [On 001018 received notes of meeting from contributor. ref SDS 68
040519 -   0001
040521 -    ..
040522 -   [On 001018 received notes from Eugene Kim. ref SDS 69 0001
040524 -    ..
040525 -   [On 001019 Eric Armstrong congratulates Doug and SRI on making
040526 -   progress addressing world needs. ref SDS 70 M94R
040528 -    ..
040529 -   [On 030527 1100 NIH refused $30 million grant to SRI for funding
040530 -   OHS/DKR development project because Microsoft planned to release
040531 -   Sharepoint, which NIH officials believed would accomplish OHS/DKR
040532 -   support for collaboration at less cost. ref SDS 91 XD90
040533 -
040534 -
040535 -
040536 -
0406 -

SUBJECTS
DKR Project Staff

0503 -
0504 - Discussion
050501 -  ..
050502 - Events, Introductions - Diverse Skills Focused on DKR Project
050503 -
050504 - Follow up ref SDS 50 2079, ref SDS 44 2079.
050505 -
050506 - New attendees included...
050507 -
050508 - Grant Bowman
050510 -  ..
050511 - Josh Brahms
050513 -  ..
050514 - Sheldon Brahms
050516 -  ..
050517 - Nicholas Carroll
050518 - ..
050519 - Sandy Klausner
050521 -  ..
050522 - Mark Mitchell
050524 -  ..
050525 - Carla Woodworth
050526 -
050528 -  ..
050530 -  ..
050531 - Attendance of Meetings Open
050532 -
050533 -     Discussion today indicates changes to meeting management, per
050534 -     below, ref SDS 0 4455, may impact policy, which Eugene planned to
050535 -     discuss with Doug, from the record on 000622. ref SDS 44 2079
050536 -
050537 -
050538 -
050539 -
050540 -
0506 -

SUBJECTS
Project Management
Planning, Objectives, Schedule, Budget, Agenda Issues
SRI Organizational Platform, Project Management
Learn KM by Doing KM on DKR Project, 000326
NIH Funding OHS Project
Audits Require Effective Management, 001017
100% Solution Planning Needed for Open Source, 001017
WBS, Budgets and Revenue Sources
Launch Planning New Program NIH Sponsor

3211 -
321201 -  ..
321202 - SRI Platform for Program Sponsored by NIH, OHS Initial Deliverable
321203 - Project "Plan" to Attract Sponsors Must Show Ability to Perform
321204 - Audits Require Good Management Practice, Enable Discovery of KM
321205 -
321206 - Follow up ref SDS 50 0784, ref SDS 44 0784.
321207 -
321208 - SRI will be the home for the project, ref DRP 3 017Q, as planned on
321209 - 000419. ref SDS 26 1540
321211 -  ..
321212 - Program launch plan needed for WBS, budget, schedule, staff, resource
321213 - leveling, per scope on 000324, ref SDS 20 9776, to ensure commitments
321214 - can be accomplished, per below. ref SDS 0 B4S7
321215 -
321216 -        [On 001025 Doug submits a draft project launch plan that
321217 -        focuses on scope, rather than resources and time. ref SDS 71
321218 -        G3W8
321220 -         ..
321221 -        [On 010111 progress slow on Hyperscope, need coordination on
321222 -        assignments. ref SDS 85 0002
321224 -         ..
321225 -        [On 030527 1100 NIH refused $30 million grant to SRI for
321226 -        funding OHS/DKR development project because Microsoft planned
321227 -        to release Sharepoint, which NIH officials believed would
321228 -        accomplish OHS/DKR support for collaboration at less cost.
321229 -        ref SDS 91 XD90
321231 -     ..
321232 -    Has a charter been prepared setting out assignments announced at
321233 -    the meeting today (see below), and identifying deliverables to
321234 -    explicitly show authority and resources have been committed to meet
321235 -    commitments to NIH, and alignment with open source.
321236 -
321237 -        Who is working on instruments to give project an official life,
321238 -        resources and authority to make commitments essential for
321239 -        progress?
321241 -     ..
321242 -    Is funding being awarded to SRI, Bootstrap, or to a separate open
321243 -    source joint venture, that is contracting for support from SRI?
321245 -  ..
321246 - Potential sponsor, NIH, requires a showing of effective project
321247 - management capability, ref DRP 3 TZ4L, including audits on progress
321248 - and handling of daily working information, per below. ref SDS 0 4877
321250 -  ..
321251 - An example of converting information into useful knowledge is an SDS
321252 - record that provides chronologies based subject context, see below.
321253 - ref SDS 0 1575
321254 -
321255 -    This aligns with Doug's report on 000929 that sponsors require
321256 -    effective management. ref SDS 62 WR7H  On 000601 Marcello Hoffman
321257 -    explained the project must demonstrate the ability to perform,
321258 -    rather than deliver "high tech tourism." ref SDS 40 1007
321259 -
321260 -            [On 030527 1100 NIH refused $30 million grant to SRI for
321261 -            funding OHS/DKR development project because Microsoft
321262 -            planned to release Sharepoint, which NIH officials believed
321263 -            would accomplish OHS/DKR support for collaboration at less
321264 -            cost. ref SDS 91 XD90
321266 -     ..
321267 -    On 950428 productivity of IT engineering was reported lower than
321268 -    other sectors because IT encourages poor management practices,
321269 -    ref SDS 4 3921, under the misapplied rubric of "empowerment," as
321270 -    reported on 970710. ref SDS 7 1431  On 990524 engineers are
321271 -    pressured to avoid good management practice, ref SDS 9 6892, and
321272 -    on 990525 engineers don't want to use good engineering practice.
321273 -    ref SDS 10 0966
321275 -     ..
321276 -    These social dynamics make audits unpopular, reported on 940114.
321277 -    ref SDS 3 XY4L  On 990527 strong cultural forces prevent adding an
321278 -    "intelligence" role to daily management. ref SDS 11 1233 As a
321279 -    result, audits are the only chance the team has to succeed by
321280 -    overcoming powerful barriers that block use of KM.
321282 -     ..
321283 -    Properly designed oversight encourages good management practices
321284 -    proposed by Doug on 000427 in a Guide to Running NICs, ref SDS 31
321285 -    2867, discussed further below. ref SDS 0 3995  This helps overcome
321286 -    fear that effective management takes too much discipline, noted by
321287 -    Henry van Eykan in his letter on 000926. ref SDS 60 004M  Auditing
321288 -    therefore supports Doug's call on 000326 to use the project for
321289 -    learning how to improve handling of daily working information,
321290 -    ref SDS 21 5972, explained by Doug on 000327. ref SDS 22 3971
321291 -    Experience using good management practice, will guide design of
321292 -    the DKR and OHS to augment intelligence, discussed recently on
321293 -    000929 proposing review of pending action items. ref SDS 62 4F6J
321295 -        ..
321296 -       Planning for 100% Solution Needed for Open Source
321297 -
321298 -       Success of projects are mostly determined by getting started on
321299 -       a solid footing, as noted previously by Eugene and Eric.
321300 -       Projects are also discussed in POIMS, ref OF 1 1113, applying
321301 -       ISO and PMBOK criteria reviewed on 950721. ref SDS 5 3291
321303 -        ..
321304 -       Therefore, SRI needs to review NIH audit requirements and
321305 -       negotiate procedures to enhance the work, as a predicate to
321306 -       launching the project.
321307 -
321308 -          [On 001030 Jack Park cites advantages of open source.
321309 -          ref SDS 73 RH3L
321311 -           ..
321312 -          [On 001101 Jack submits article on starting a project by
321313 -          understanding requirements and design. ref SDS 75 MX6H
321315 -        ..
321316 -       For example, Doug Engelbart reported today that SRI will show
321317 -       that open source methods can improve SDS. ref SDS 0 9622  On
321318 -       000601 Doug requested backup for using Open Source. ref SDS 40
321319 -       1976  On 000615 Eugene Kim was assembling a report on this
321320 -       issue. ref SDS 43 1976
321322 -        ..
321323 -       This report can show how project audits will impact open source
321324 -       contributors?   What about termite production methods posed on
321325 -       000831. ref SDS 57 0001  How will production code be linked to
321326 -       specs, and how will the specs be aligned with SRI's objectives,
321327 -       and commitments to NIH?
321329 -        ..
321330 -       Mark Mitchell, project manager assigned today, reported on
321331 -       000413 that open source development presents major challenges.
321332 -       ref SDS 25 2124  Typically open source achieves 80% solution.
321334 -        ..
321335 -       Therefore, team needs a plan for a 100% solution.
321336 -
321337 -          What additional time and expense will be needed to produce
321338 -          the last 20%, starting in 2001 to formulate an architecture,
321339 -          reported by Eugene today. ref SDS 0 TJ3G
321341 -     ..
321342 -    ISO criteria calls for project audits to show alignment with
321343 -    objectives, requirements, history and commitments, e.g., schedules
321344 -    and budgets, reviewed on 950721. ref SDS 5 1740  How will this
321345 -    criteria for alignment be accomplished day-to-day on the job?
321347 -     ..
321348 -    Meetings are typically the least productive activity on a project
321349 -    (see review on 940114, ref SDS 3 2290, and problems at Intel on
321350 -    970603. ref SDS 6 5803), followed by email and phone calls (see
321351 -    high cost of medical mistakes, 990924, ref DIP 1 1045) ISO criteria
321352 -    therefore calls for a system of metrics to maintain alignment of
321353 -    communications. ref SDS 5 2396
321355 -     ..
321356 -    How will the project overcome allure of feel good management using
321357 -    strong communication skills to "expedite" by cutting corners that
321358 -    seem at the moment to save time and money, but cause mistakes that
321359 -    increase time and cost on a slippery slope of covering up in order
321360 -    to avoid accountability, reviewed on 980405, ref SDS 8 5065, which
321361 -    requires destroying the record, ref OF 1 4079, rather than using
321362 -    the record to build the job?  It's a KM dilemma which regular
321363 -    project audits can address constructively.
321365 -     ..
321366 -    A recent example, commitment to project objectives was registered
321367 -    by recommending on 001012 getting started without a design to guide
321368 -    the work in hopes that talented engineers, doing what they want,
321369 -    even if it is in the wrong direction, yields synergy that expedites
321370 -    progress. ref SDS 64 B4P2
321372 -     ..
321373 -    Policy and procedures for Developing KM Solution
321374 -
321375 -    In addition to audits, discussed above, ref SDS 0 W66J, what
321376 -    business practices will be used that enable the team to learn KM,
321377 -    supplementing SRI's standard practices?  Pat reported on 000829
321378 -    that SRI needs to improve current practices by adding KM?
321379 -    ref SDS 55 MJ6F  In the interim, how will DKR project discover the
321380 -    secrets of KM, while SRI develops this capability internally?
321381 -
321382 -       Conflicting business practices between SRI and CodeSourcery
321383 -       need to be identified and resolved?
321385 -        ..
321386 -       When will this review be performed, and who is doing it?
321388 -        ..
321389 -       Will the project record be published to show daily working
321390 -       information that maintains alignment with objectives and shows
321391 -       progress?
321392 -
321393 -
321394 -
321395 -
321396 -
3214 -

SUBJECTS
Program Manager, Pat Lincoln
Lee Iverson Assigned Full Time to DKR Project
Support for Program Manager Who is also Director Computer Science
Planning Staff Assignments to Level Resources
Program Launch Plan, Who is Prepareing

4307 -
430801 -  ..
430802 - Program Manager - Pat Lincoln
430803 -
430804 - Pat Lincoln will manage the program.  He will work on business
430805 - development issues, such as making proposals. ref DRP 3 FX5K
430806 -
430807 - Since Pat is the Director of Computer Science at SRI, need analysis to
430808 - determine level of effort required for this new assignment, to ensure
430809 - that commitments to sponsors can be accomplished, per program launch
430810 - planning, above. ref SDS 0 0784
430812 -  ..
430813 - How many meetings, letters, calls will be added to Pat's schedule each
430814 - week, and how will this work be accomplished within current duties,
430815 - per telecon today. ref SDS 66 0001  Has consideration been given to
430816 - developing support for Pat to assist in getting the project launched
430817 - effectively?
430818 -
430819 -        [On 001025 Doug submits a draft project launch plan that
430820 -        focuses on scope, rather than resources and time. ref SDS 71
430821 -        G3W8
430823 -         ..
430824 -        [On 001101 article on open source software development says
430825 -        management critical factor of project success. ref SDS 75 X67I
430826 -    ..
430827 -    Lee Iverson supporting project full time reported on 000504.
430828 -    ref SDS 33 7743
430830 -     ..
430831 -    Lee has done an outstanding job tracking progress of similar
430832 -    projects, exploring system development options, and setting up
430833 -    Zwiki.
430835 -     ..
430836 -    What is Lee's role in formulating the new project, and what
430837 -    authority will he have once the project is underway?
430838 -
430839 -
430840 -
430841 -
430842 -
430843 -
4309 -

SUBJECTS
Project Manager OHS, Mark Mitchell
Expectations Staff Aligned with Project Objectives
Team Staff Selected by PM Requested Resumes, Mark Mitchell
2001 Coding OHS Begins
Core Team Selected by beginning 2001 OHS Work Commences
Resumes for OHS Core Team Submit to Mark Mitchell

5908 -
590901 -     ..
590902 -    Mark Mitchell OHS Project Manager
590903 -    OHS Production Performed by CodeSourcery and Subcontracting
590904 -
590905 -    Mark Mitchell will be Project Development Manager of the OHS
590906 -    project. ref DRP 3 OX5O
590907 -
590908 -    Mark is President and CTO of CodeSourcery, LLC., and one of the
590909 -    leaders of the Software Carpentry project, which is developing
590910 -    next generation open source development tools.  He will make an
590911 -    outstanding lead for the project, ref DRP 3 RS6L, to create
590912 -    stronger software engineering tools, set on 000406. ref SDS 24
590913 -    5078, and set as a vector on 000601. ref SDS 40 7238
590914 -
590915 -        [On 001018 Eugene Kim commented favorably on Mark's
590916 -        credentials. ref SDS 69 0001
590918 -         ..
590919 -        [On 001027 Doug discussed Mark's assignment. ref SDS 72 GH9L
590921 -         ..
590922 -        [On 001217 Nicholas Carroll issued an assignment for the
590923 -        project team.
590924 -    ..
590925 -    On 000413 Mark gave a presentation at SRI on challenges for
590926 -    open source development of tools to improve software programming.
590927 -    ref SDS 25 2160
590928 -    ..
590929 -    Mark will manage detail work for OHS development.
590931 -     ..
590932 -    CodeSourcery will provide engineering support for the project and
590933 -    will outsource other work to subcontractors. ref DRP 3 YL9H
590934 -
590935 -       Is Mark being hired by SRI, or are SRI and CodeSourcery joint
590936 -       venture partners with NIH?   Is CodeSourcery a subcontractor?
590938 -     ..
590939 -    This aligns with Doug's planning on 000419 for the SRI seed team
590940 -    to define a role for continuing contributions. ref SDS 26 4964
590941 -    and ref SDS 26 1008
590942 -    ..
590943 -    Jack Park asked whether the OHS will be required to use
590944 -    Python, which is being used on the Software Carpentry project?
590946 -     ..
590947 -    Mark said that no mandates have been set, and implementation
590948 -    decisions still need to be made. ref DRP 3 01FN
590950 -     ..
590951 -    Mark can be reached at...
590952 -
590953 -
590954 -                      mark@codesourcery.com
590955 -
590957 -     ..
590958 -    OHS Development Team Selected by Project Manager
590959 -    Expectations of Contributors Aligned with Project Objectives
590960 -
590961 -    Eugene explained planning to form a core development group, which
590962 -    will be selected by the project manager.  Those who are not included
590963 -    in that group can still contribute; this is part of the
590964 -    evolutionary strategy that we have set out to accomplish.
590966 -     ..
590967 -    Mark solicited resumes from the group for this and other projects,
590968 -    ref DRP 3 KQ8M, per planning on 000324. ref SDS 20 7074
590969 -
590970 -        [On 001113 Ken Holman joined team. ref SDS 76 5Y6G
590972 -     ..
590973 -    Mark added that we need to redefine expectations of participants.
590974 -                                    ..
590975 -        How does code and architecture provided by contributors
590976 -        get integrated into the project under open source planning on
590977 -        000928, requesting production work? ref SDS 61 1Y9I  An example
590978 -        is Eric Armstrong's announcement today, per below. ref SDS 0
590979 -        M8E9
590981 -         ..
590982 -        [On 001019 Eric Armstrong congratulate team progress.
590983 -        ref SDS 70 M94R
590984 -
590985 -
590987 -     ..
590988 -    Staff Selected and Production Underway Beginning 2001
590989 -
590990 -    Mark hopes that by late November, early December, a development
590991 -    team will be assembled, and that work can get started in earnest by
590992 -    the beginning of 2001. ref DRP 3 02HS and ref DRP 3 008K
590993 -
590994 -    Doug added that he wants to put together an advisory board with
590995 -    people such as Andy Poggio. ref DRP 3 G56M
590997 -     ..
590998 -    Eugene reports team will develop vision of architecture, which is
590999 -    not yet formulated. ref SDS 0 TJ3G
591000 -
591001 -        Separately, Eric Armstrong announced today plans to provide OHS
591002 -        code, per below. ref SDS 0 M8E9
591003 -
591004 -
591005 -
591006 -
591007 -
5911 -

SUBJECTS
Applications Training Support
Woodworth, Carla, Ford, Reg, Applications and Training
Ford, Reg Application Training Support, OHS

6705 -
670601 -     ..
670602 -    Carla Woodworth and Reg Ford Will Manage Application Support
670603 -    Communication Support Role Key for Application Implementation
670604 -
670605 -    Doug indicated Application Support will be launched soon, and may
670606 -    eventually dwarf the development effort. ref DRP 3 PU3K
670607 -
670608 -    Application Support will provide documentation, training and other
670609 -    services for serious users. ref DRP 3 BV6H
670610 -
670611 -        This is a strong dimension of implementation strategy reviewed
670612 -        by the team on 000227, ref SDS 18 0984, and called out by
670613 -        Doug's 1972 paper reviewed on 000327. ref SDS 22 5256 and
670614 -        ref SDS 22 1530
670615 -
670616 -           [On 001025 Doug calls on the team to use links in commenting
670617 -           on the draft plan for the OHS. ref SDS 71 00VU
670619 -            ..
670620 -           [...Doug specifies in Launch Plan a Knowledge Integrator.
670621 -           ref SDS 71 8094
670623 -            ..
670624 -           [On 010119 Doug mentions that Carla and her group at SRI
670625 -           would be a good place to try SDS.
670626 -        ..
670627 -        If this effort provides proactive support to transition
670628 -        from an information to a knowledge culture, called out in the
670629 -        NWO, ref OF 3 6369, then it will greatly enhance the chances
670630 -        for program success, as reported by USACE on 970328.
670631 -        ref DRP 1 8449
670633 -         ..
670634 -        Need for education support for users to resolve KM dilemma,
670635 -        ref DIP 2 0001, explained to the team in letters on 000920,
670636 -        ref SDS 58 2V5F, and again on 001004. ref DIP 3 TK4H
670638 -         ..
670639 -        Pilot testing needs to be carefully designed and supported per
670640 -        initiative submitted to Pat Lincoln and Doug Engelbart on
670641 -        001011. ref DIP 4 KX5K
670642 -    ..
670643 -    Carla Woodworth fielded systems at SRI, including the Command
670644 -    and Control system.  She lived and worked directly with military
670645 -    clients. ref DRP 3 01DP
670646 -
670647 -        How would experience on Carla's military assignment support
670648 -        adding command and control of daily working information, set
670649 -        out in POIMS? ref OF 1 1113
670650 -
670651 -           [On 010221 John Deneen introduced Carla and Doug Engelbart
670652 -           to contacts at Pacific Consultants who may a military
670653 -           contract for support technology of some kind. ref SDS 88
670654 -           AJ6K
670656 -     ..
670657 -    Carla's group just opened an office in San Luis Obispo, and they
670658 -    have a staff already.
670659 -        ..
670660 -        What will the group do to learn KM so they are prepared
670661 -        to support others?
670663 -         ..
670664 -        Learning Knowledge Management requires daily experience for
670665 -        several months, called out in the letter on 000920. ref DIP 2
670666 -        004N
670668 -         ..
670669 -        When will this training begin and who will provide it,
670670 -        relative to defining project architecture scheduled to be
670671 -        undertaking beginning in 2001? ref SDS 0 TJ3G
670672 -
670673 -
670674 -
670675 -
670676 -
6707 -

SUBJECTS
OHS Project Manager, Mark Mitchell

7203 -
720401 -     ..
720402 -    Marcello Hoffmann will manage a Fellows Program
720403 -
720404 -    Fellows Program planned on 000601, ref SDS 40 5644, will host
720405 -    experienced people sent to SRI and paid and supported by their home
720406 -    organizations.  There is already some interest from Singapore and
720407 -    Switzerland business schools in participating in such a program.
720409 -     ..
720410 -    Marcello described challenge to ensure that fellows actually
720411 -    contribute to the goals of the program.
720413 -     ..
720414 -    Marcello wants a body of work ready before the fellows arrive.
720415 -    ref DRP 3 SI4F
720416 -        ..
720417 -        Marcello reported on 000330 that Doug has a body of work
720418 -        for Knowledge Management. ref SDS 23 0713  He said that no one
720419 -        has a solution for implementing KM, ref SDS 23 2627, which
720420 -        aligned with a report on 991217 by the Knowledge Management
720421 -        Consortium that everyone is looking for a solution. ref SDS 14
720422 -        9030  The Colloquium and work by the DKR seed team over the
720423 -        past 9 months supplemented the body of work on KM, see below.
720424 -        ref SDS 0 1575
720426 -         ..
720427 -        What additional body of work is needed, who is working it, when
720428 -        will it be ready, and how will it be communicated in a way that
720429 -        accomplishes the objective for Fellows to contribute toward NIH
720430 -        requirements?
720432 -         ..
720433 -        What experience is needed to qualify as a "fellow"?
720434 -           ..
720435 -           Are we looking for PhDs in KM, strong programming
720436 -           skills.
720438 -            ..
720439 -           How do we determine the skills needed to contribute?
720441 -         ..
720442 -        Will the temporary folks do -- help design and code the OHS
720443 -        program, or to look at strategic Knowledge Management issues
720444 -        to enable NIH and others to transition from present practice
720445 -        grounded in information management to a knowledge culture,
720446 -        cited in the research proposal to SRI on 001011? ref SDS 63
720447 -        MN7F
720448 -
720449 -
720450 -
720451 -
7205 -

SUBJECTS
Meeting Agenda Issues
Meetings at SRI Suspended, Eugene Kim
Action Item Review Meeting, Schedule
Seminar Once a Month on DKR Progress, Pat Lincoln

7706 -
770701 -  ..
770702 - Seminar Reports Monthly
770703 - Meeting Agendas Set by Doug Engelbart; Need Schedule for Priority
770704 -
770705 - Follow up ref SDS 50 4455, ref SDS 44 4455.
770706 - ..
770707 - Eugene said today that weekly meetings in the current form are
770708 - suspended, ref DRP 3 02FS, continuing notice on 000815. ref SDS 53
770709 - 0001
770711 -  ..
770712 - The structure of future meetings on OHS development will be
770713 - determined. ref DRP 3 9R4M
770715 -  ..
770716 - Last week Pat suggested the possibility of doing a monthly seminar,
770717 - where people could come in and talk about their work of general
770718 - interest.  People seemed enthused about this idea. ref DRP 3 5W5K
770720 -  ..
770721 - Meeting to review pending action items was proposed on 000929.
770722 - ref SDS 62 RP3N, summarized on 000922. ref SDS 59 0001
770723 -
770724 -     This was not discussed today.
770725 -
770726 -
770727 -
770728 -
7708 -

SUBJECTS
Henry van Eykan Event on 001101, Doug Hosting

8103 -
810401 -  ..
810402 - Henry van Eykan Visiting Bay Area; Event on 001101 Hosted by Doug
810403 -
810404 - Doug hosting event on 001101 for Henry van Eykan, BI webmaster, who
810405 - will be in town that week. ref DRP 3 G16K
810406 -
810407 -    [On 001029 notified Doug cannot attend event. ref SDS 72 0001
810408 -
810409 -
810410 -
810411 -
810412 -
810413 -
8105 -

SUBJECTS
Marketing to Different Groups, Different Websites, Mark Mitchell

8203 -
820401 -  ..
820402 - OHS DKR Project Marketing Different Groups using Different Websites
820403 -
820404 - Mark advised of considerations to present the project
820405 - differently to different groups, e.g. focus on collective IQ,
820406 - hyperscope. Perhaps, we can have different websites with mutual links.
820407 - ref DRP 3 02CY
820408 -
820409 -
820410 -
820411 -
8205 -

SUBJECTS
Bootstrap Strategies Augmented by Open Source
Pilot Test Prototype Methods Using Project Record
Case Study Project Meetings Pilot Test Prototype Tools, Methods, 00032
Bootstrap Strategy Pilot Test Prototype KM with Project Record

8606 -
860701 -  ..
860702 - Bootstrap Development Strategy to Show Open Source Can Improve SDS
860703 -
860704 - Follow up ref SDS 50 9622, ref SDS 44 9622.
860705 -
860706 - Doug commented that the OHS project has the potential of showing that
860707 - Bootstrap open source, evolutionary projects are better than systems
860708 - developed by Tom Gruber, Rod Welch and others. ref DRP 3 SP5L
860709 -
860710 -    Tom has done important work in "ontology," shown in his paper on
860711 -    the Internet...
860712 -
860713 -        http://www-ksl.stanford.edu/kst/what-is-an-ontology.html
860714 -
860715 -    ...which is useful in KM for solving the complexity issue, per Jack
860716 -    Park's analysis on 000221, ref SDS 17 8044, and proposal to the
860717 -    team on 000623. ref SDS 45 4752
860718 -    ..
860719 -    Rod has a method for converting information into
860720 -    "intelligence," e.g., meetings. see ref SDS 0 1575  On 000327 this
860721 -    capability was cited by Doug as a project objective. ref SDS 22
860722 -    3971  Assessment is below. ref SDS 0 3960
860723 -
860724 -        [On 001121 offered terms for using SDS to perform KM in order
860725 -        to learn how to create KM tools. ref SDS 77 XU8I
860727 -  ..
860728 - A challenge using Open Source, or any management method, is balancing
860729 - social pressures, ref SDS 0 AE7F, with benefits of creativity, cited
860730 - by Paul Fernhout on 000831, ref SDS 57 0001, and Pat Lincoln on
860731 - 000725. ref SDS 49 LE6N
860733 -  ..
860734 - Bootstrap strategy is ideal for the national initiative announced on
860735 - 991207 to reduce medical mistakes caused by poor communication,
860736 - ref SDS 13 0001, cited as well by Drucker on 931130, ref SDS 2 3851,
860737 - reported more recently on 990912, ref SDS 12 0960, which requires a
860738 - solution to meaning drift explained on 990924. ref DIP 1 0001  NIH is
860739 - a lead agency to address national objectives in health.  Their plan to
860740 - improve internal communications, reported by Pat today, ref SDS 0
860741 - 014M, should lead to guidelines for reducing the high cost of medical
860742 - mistakes throughout the land, based on Bootstrap strategy to improve
860743 - software programming, planned on 000601. ref SDS 40 7238
860744 - ..
860745 - An initiative to accomplish this objective was submitted to SRI
860746 - on 001011. ref DIP 4 0001
860747 - ..
860748 - John Deneen asked today whether there could be some synergy
860749 - between the OHS effort and some internal SRI projects. ref DRP 3 01HP
860751 -  ..
860752 - Lee Iverson discussed the Digital Earth project, and explained that
860753 - they needed standards development, which requires collaboration.  The
860754 - OHS can improve the standard development process, not only software
860755 - development process. Standards development need consensus.  The OHS
860756 - can provide mechanism to build consensus. ref DRP 3 ST4L
860758 -  ..
860759 - On 000829 SRI striving to improve internal management and support
860760 - basic education. ref SDS 55 MJ6F and ref SDS 55 OB7I
860761 -
860762 -    These objectives provide opportunities for SRI to guide design and
860763 -    then pilot test DKR project capabilities.  Interview SRI executives
860764 -    to determine weak points in handling daily working information, and
860765 -    use this record to guide the vision for OHS architecture, which
860766 -    Mark and the team will take up next year.
860768 -     ..
860769 -    Budget funds to help Carla and Roger, assigned to support the
860770 -    project, per above, ref SDS 0 01DP, to develop a Communication
860771 -    Manager role for performing tedious Knowledge Management tasks that
860772 -    people do not have enough time to accomplish.  Use this record to
860773 -    formulate training and procedures for transitioning NIH and other
860774 -    prospective customers from information to knowledge management.
860775 -    Discover how to overcome social barriers to adding intelligence to
860776 -    management.
860778 -     ..
860779 -    Budget funds to develop teaching methods for enhancing alphabet
860780 -    technology in basic education, proposed to SRI on 001011.
860781 -    ref DIP 4 01UQ
860782 -
860783 -
860784 -
860785 -
860786 -
8608 -

SUBJECTS
OHS Primary Objective, Doug, Marcello, 000601
Organizational Platform, Millennium, Doug
Management and Governance
Fellows Program, Doug
DKRs Build, Doug, Marcello, 000601
Organizational Platform, 000601
Fellows Program, Doug, Marcello, 000601
SRI Organizational Platform, Project Management, 000419
Vector Task Priorities, 000601
Millennium Project Organizational Platform, 000601
NASA Pre-proposal OHS

9913 -
991401 -  ..
991402 - Vector Sets OHS as Foundation of Project
991403 -
991404 - Follow up ref SDS 50 3855, ref SDS 44 3855.
991405 -
991406 - Progress on vectors set by Doug on 000601...
991407 -
991408 -    1.  OHS remains foundation of project, ref DRP 3 BV6H, reported on
991409 -        000601. ref SDS 40 3855
991411 -         ..
991412 -        Vision for architecture will be developed by new team.
991413 -        ref DRP 3 AN8H  Review comments on OHS specs to be submitted by
991414 -        Eugene Kim by 001030; Eric Armstrong has begun code to expedite
991415 -        progress, per below. ref SDS 0 5880
991416 -        ..
991417 -        Schedule, budget and staffing being developed per plan on
991418 -        000324. ref SDS 20 9776 and ref SDS 20 7074  Team has hired
991419 -        project manager, and sponsor requires audits to ensure good
991420 -        management. ref SDS 0 JZ4I
991421 -        ..
991422 -        NASA still reviewing team's pre-proposal, per Eugene
991423 -        Kim's report on 000718, ref SDS 48 0001, following Lee
991424 -        Iverson's submission notice of progress on 000711. ref SDS 46
991425 -        0001  No update today.
991427 -         ..
991428 -        No progress reviewing starter technologies, per action items
991429 -        proposed on 000601, ref SDS 40 3855, from meeting on 000525,
991430 -        see below, ref SDS 43 4084, except, major step forward on using
991431 -        Wiki for enhancing email collaboration, per below. ref SDS 43
991432 -        9000
991434 -         ..
991435 -        Eric Armstrong announced today source code for OHS will soon be
991436 -        provided, per below. ref SDS 0 M8E9
991438 -         ..
991439 -    2.  Building the DKRs. ref SDS 40 2200
991440 -        ..
991441 -        No report on progress today.
991443 -         ..
991444 -    3.  Fellows program. ref SDS 40 5644
991445 -
991446 -        Marcello Hoffman assigned to lead program. ref SDS 0 CP9O
991447 -
991448 -
991449 -
991450 -
991451 -
991452 -
9915 -

SUBJECTS
Sponsor/Stakeholder Planning
Hoffman, Marcello
Lincoln, Pat
Funding Trip to Washington, Need Support for Open Source
Finance Requires Proof of Concept, 000601
High Tech Tourism, Fear Blocks Funding, 000601
SDS Proof of Concept DKR Knowledge Space, Jack Park, 000426
Proof of Concept, 000426
SRI Spin-Off
DARPA; DOD; Sun Microsystems
Mozilla
Collaboration Customer Requirements, NIH, Others, Pat Lincoln

AM14 -
AM1501 -  ..
AM1502 - NIH Expressed Interest in Funding DKR Project to Improve Management
AM1503 - Sponsors Looking for Projects in Knowledge Management
AM1504 -
AM1505 - Follow up ref SDS 50 4877, ref SDS 44 4877.
AM1506 -
AM1507 - Doug Engelbart reported imminent support from the government.  At the
AM1508 - earliest, funding may be released in December; a conservative estimate
AM1509 - is next summer. ref DRP 3 016L  NIH indicates funding up to $5 million
AM1510 - by next year. ref DRP 3 GW3M
AM1512 -  ..
AM1513 - The first deliverable is OHS to enhance collaboration for NIH and
AM1514 - other agencies, per below. ref SDS 0 5880  Vision for architecture is
AM1515 - not established. ref SDS 0 TJ3G
AM1517 -  ..
AM1519 -  ..
AM1520 - Doug and Pat Lincoln are working on whitepapers to support funding.
AM1521 - ref DRP 3 IW4I  Date and scope of this task was not reported.
AM1522 -
AM1523 -        [On 001018 letter from Eugene. ref SDS 69 0001
AM1524 -
AM1525 -        [On 001204 Doug reports on meeting with NIH. ref SDS 81 4TWJ
AM1527 -         ..
AM1528 -        [On 001220 Pat reports that DARPA, NASA, and HIH have delayed
AM1529 -        funding OHS/DKR. ref SDS 84 BV3W
AM1531 -         ..
AM1532 -        [On 010321 report that NIH decided against funding SRI's
AM1533 -        project. ref SDS 90 JC46
AM1535 -         ..
AM1536 -        [On 030527 1100 NIH refused $30 million grant to SRI for
AM1537 -        funding OHS/DKR development project because Microsoft
AM1538 -        planned to release Sharepoint, which NIH officials believed
AM1539 -        would accomplish OHS/DKR support for collaboration at less
AM1540 -        cost. ref SDS 91 XD90
AM1542 -      ..
AM1543 -     Project management must meet NIH requirements for funding, to
AM1544 -     establish ability to perform, which includes auditing the work,
AM1545 -     ref DRP 3 TZ4L, see above for project management. ref SDS 0 0784
AM1547 -      ..
AM1548 -     SRI will provide management platform, with Pat Lincoln heading up
AM1549 -     a strong executive team for the program.  A core programming team
AM1550 -     will be selected and production is expected to commence beginning
AM1551 -     of 2001, per above. ref SDS 0 0784  Vision of architecture will be
AM1552 -     established by new team, per below. ref SDS 0 TJ3G
AM1554 -      ..
AM1555 -     Pat explained NIH wants better collaboration to increase
AM1556 -     effectiveness of NIH.  Researchers are not aware that colleagues
AM1557 -     are pursuing similar efforts.  Better coordination can save time
AM1558 -     and money, possibly expedite successful research. ref DRP 3 014M
AM1559 -
AM1560 -        This aligns with SRI's bootstrap strategy. ref SDS 0 9622
AM1561 -
AM1562 -           [On 001214 Jack Park cites this example of scenario for
AM1563 -           applying OHS use case analysis. ref SDS 82 CE3L
AM1565 -            ..
AM1566 -           [On 010122 Browsup technology improves collaboration.
AM1567 -           ref SDS 87 0001
AM1569 -            ..
AM1570 -           [On 010223 Jack Park delivering paper proposing that the
AM1571 -           Internet can improve education by "collaboration" that aids
AM1572 -           critical thinking. ref SDS 89 4E5G
AM1574 -            ..
AM1575 -           [On 030527 1100 Pat advised that NIH refused funding because
AM1576 -           Microsoft planned to release Sharepoint, which NIH officials
AM1577 -           believed would accomplish OHS/DKR support for collaboration
AM1578 -           at less cost. ref SDS 91 XD90
AM1580 -      ..
AM1581 -     Doug noted similar problems exist in a number of environments,
AM1582 -     including DARPA, NIH, and the Software Productivity Consortium.
AM1583 -     ref DRP 3 IG7O
AM1585 -      ..
AM1586 -     What are the deliverables to accomplish this objective; when are
AM1587 -     they required, and who will own work product?
AM1588 -
AM1589 -        [On 001019 Gil Regev and Jack Park submitted ideas to improve
AM1590 -        collaboration. ref SDS 70 M94R
AM1592 -      ..
AM1593 -     What capability will SRI's project contribute to enhance ISO and
AM1594 -     PMBOK reviewed on 950721? ref SDS 5 0001
AM1596 -      ..
AM1597 -     How will OHS software engineering improvements, set as initial
AM1598 -     deliverable on 000406, ref SDS 24 5078, enhance collaboration at
AM1599 -     NIH?
AM1600 -
AM1602 -     ..
AM1603 -    Mozilla Enthused About OHS
AM1604 -
AM1605 -    Follow up ref SDS 50 4868, ref SDS 44 4868.
AM1606 -
AM1607 -    No progress reported.
AM1608 -
AM1609 -
AM1611 -     ..
AM1612 -    Doug/Pat Presentations for DARPA on Using Internet
AM1613 -    SPC Workshop for DARPA on Applying Internet; Doug/Pat to Present
AM1614 -
AM1615 -    Follow up ref SDS 50 1760, ref SDS 44 1760.
AM1616 -
AM1617 -    No progress reported.
AM1618 -
AM1619 -
AM1620 -
AM1621 -
AM1623 -     ..
AM1624 -    DOD Contacted Doug on DKR Opportunities
AM1625 -
AM1626 -    Follow up ref SDS 50 9702, ref SDS 44 9702.
AM1627 -
AM1628 -    No progress reported.
AM1629 -
AM1630 -
AM1631 -
AM1632 -
AM1634 -     ..
AM1635 -    Sun Needs OHS Long Term, Wants Better Hardware Design Tools
AM1636 -
AM1637 -    Follow up ref SDS 50 0752, ref SDS 44 0752.
AM1638 -
AM1639 -    No progress reported.
AM1640 -
AM1641 -
AM1642 -
AM1643 -
AM1645 -     ..
AM1646 -    Demo Project Deliverable Aids Sponsor Outreach
AM1647 -    Funding Requires Initial Project Development
AM1648 -
AM1649 -    Follow up ref SDS 50 6821, ref SDS 44 6821.
AM1650 -
AM1651 -    Augment demo and proposed video to attract sponsor interest, no
AM1652 -    report on progress, per record on 000622. ref SDS 44 9626
AM1654 -     ..
AM1655 -    Wiki pilot test of prototype DKR provides experience on KM for
AM1656 -    contributors, and demonstrates to sponsors ability to perform.
AM1657 -    ref SDS 50 9000
AM1658 -
AM1659 -
AM1660 -
AM1662 -     ..
AM1663 -    Funding Requires Proof of Concept, Not High Tech "Tourism"
AM1664 -
AM1665 -    Follow up ref SDS 50 1007, ref SDS 44 1007.
AM1666 -
AM1667 -    No report on OHS use cases and spec review cited by Eugene on
AM1668 -    000727 to demonstrate ability to perform. ref SDS 50 1007
AM1670 -     ..
AM1671 -    OHS concept of integrating Augment and categories provides new
AM1672 -    development path reported on 000622. ref SDS 44 9626 Need
AM1673 -    assignment to evaluate this correlation, and recommend action.
AM1675 -     ..
AM1676 -    Action item review can move project forward, discussed on 000929.
AM1677 -    ref SDS 62 6M8I
AM1678 -
AM1679 -
AM1680 -
AM1681 -
AM17 -

SUBJECTS
Sun Microsystems Donated Server Space
Sponsor Outreach, Support, 000324
Web Site Server Vendor

AU05 -
AU0601 -  ..
AU0602 - Server Space for DKR Donated by Sun Microsystems
AU0603 -
AU0604 - Follow up ref SDS 50 5962, ref SDS 44 5962.
AU0605 -
AU0606 - No report of progress using server donated by Sun, per Eric's letter
AU0607 - on 00042, ref SDS 28 0001
AU0608 -
AU0609 -
AU0610 -
AU0611 -
AU0612 -
AU07 -

SUBJECTS
Property Rights in Knowledge Organization
Commercial Viability
Ownership Investment Risk
Development Investment Risk
Open Source Evaluation
SRI Not Convinced Open Source Best Strategy
Engelbart Convinced Open Source Best Strategy
Study Needed Demonstrate Open Source Best Strategy, 000601
Open Source Study Develop Facts on Viability, Doug
Open Source Study Viability OHS/DKR, Engelbart, Doug, 000601
Management Cannot Make Assignments
Authority, Leadership, Project Management
Open Source Similar Empowerment, Not Authority, No Responsibility
Accountability Essential Needs Authority, Open Source, Empowerment, D

BB16 -
BB1701 -  ..
BB1702 - Legal Issues Arising from Open Source and Sponsor Support
BB1703 -
BB1704 - Follow up ref SDS 50 3055, ref SDS 44 3055.
BB1705 -
BB1706 - There was no discussion on getting a license or other standing
BB1707 - required to operate, noted at the meeting on 000330, ref SDS 23 3995,
BB1708 - possibly reflecting SRI will provide organizational platform, reported
BB1709 - 000420, ref SDS 27 6630, and confirmed today, per above.
BB1711 -  ..
BB1712 - On 000802 team proposes open source license. ref SDS 51 0001
BB1713 -
BB1715 -     ..
BB1716 -    Open Source Evidence Showing Viability of Development Strategy
BB1717 -    Study Cost Benefits of Open Source
BB1718 -    Management Assignments Difficult to Make under Open Source
BB1719 -
BB1720 -    Follow up ref SDS 50 1976, ref SDS 44 1976.
BB1721 -
BB1722 -    SRI plans to show open source methods can produce better Knowledge
BB1723 -    Management technology. ref SDS 0 9622
BB1725 -     ..
BB1726 -    No progress on study Eugene is preparing requested by Doug
BB1727 -    Engelbart on 000601 to evaluate open source strategy for OHS/DKR.
BB1728 -    ref SDS 40 1976
BB1730 -     ..
BB1731 -    Need review of Open Source in relation to NIH audit requirements,
BB1732 -    per above, ref SDS 0 W66J, and disposition of OHS code provided by
BB1733 -    contributors, e.g., Eric Armstrong's announcement, per below,
BB1734 -    ref SDS 0 M8E9, in advance of vision and architecture being
BB1735 -    settled. ref SDS 0 TJ3G
BB1736 -
BB1737 -
BB1738 -
BB1739 -
BB1740 -
BB18 -

SUBJECTS
Knowledge Define, Distinguish Data, Information, Collective IQ
Lessons Learned, Case Studies Root Cause Analysis
Giving Up on Knowledge Management, 000615
OHS Uses CDS Requirements, 000615
DKR Difficult Architecture, Hard to Design, Not Understood
Dilemma Industry Doesn't Know How to Design KM
Cliff Joslyn Speak at SRI on 000727
Propose Presentation to SRI Group by Cliff Joslyn
Presentation to SRI Group by Cliff Joslyn
SDS Proof of Concept for DKR, 000426, Jack Park
Vision Architecture Note Yet Established
OHS Vision for Architecture Not Established
Architecture Not Understood, 001017
Knowledge Management, Define
Architecture Not Established, Eugene Kim
SRI Prefers Develop KM Internally
SRI Wants to Develop KM Internally

BZ19 -
BZ2001 -  ..
BZ2002 - OHS Knowledge Management Objective of DKR Project Based on CDS
BZ2003 -
BZ2004 - Follow up ref SDS 50 2808, ref SDS 44 2808.
BZ2005 -
BZ2006 - No discussion on using CDS requirements v0.9 for OHS, submitted by
BZ2007 - Eric on 000614. ref SDS 42 0001
BZ2009 -  ..
BZ2010 - On 001015 Eugene reported that v0.9 requirements were reviewed, per
BZ2011 - action item on 000505, and comments will be issued OA 001030.
BZ2012 - ref SDS 65 RI9J
BZ2014 -  ..
BZ2015 - Eric Armstrong reported today that production has started to implement
BZ2016 - requirements in advance of receiving review comments from DKR team. He
BZ2017 - is developing a contemporaneous record so that the architecture will
BZ2018 - make sense, ref SDS 67 0001, as called out by the Guide to Running
BZ2019 - NICs, explained on 000427. ref SDS 31 2867
BZ2020 - ..
BZ2021 - There was no discussion in the record for the meeting today on
BZ2022 - these matters, and one implication is that a different set of
BZ2023 - requirements may be formulated, since Eugene indicates in the next
BZ2024 - segment that the vision of the architecture is not yet settled.
BZ2025 -
BZ2027 -     ..
BZ2028 -    Knowledge Management Definition Pending
BZ2029 -    Architecture for OHS Vision Will Be Set by Mark and the New Team
BZ2030 -
BZ2031 -    Follow up ref SDS 50 5555, ref SDS 44 5555.
BZ2032 -
BZ2033 -    No discussion of definition set out in the project record, nor
BZ2034 -    example provided of intuitive meaning of knowledge proposed during
BZ2035 -    the meeting on 000615 for developing KM use cases. ref SDS 43 0051
BZ2037 -     ..
BZ2038 -    Sandy Klausner asked questions about OHS architecture.
BZ2039 -    ref DRP 3 0N8F
BZ2041 -     ..
BZ2042 -    Sandy has done innovative work in system architecture on a key
BZ2043 -    objective of the DKR project to improve software programming.  He
BZ2044 -    contributed to ideas on knowledge management in a letter to the
BZ2045 -    team on 000424. ref SDS 29 0002
BZ2046 -
BZ2047 -         [On 001123 Sandy submitted letter asking about SDS
BZ2048 -         architecture. ref SDS 78 0001
BZ2050 -     ..
BZ2051 -    Eugene advised that a unified vision for OHS architecture is not
BZ2052 -    established, per analysis on 000324. ref SDS 20 5964  This is a
BZ2053 -    pending decision that Mark Mitchell and the new group will have to
BZ2054 -    make, ref DRP 3 AN8H, after they are assembled, starting next year,
BZ2055 -    per planning above. ref SDS 0 RN4M
BZ2057 -            ..
BZ2058 -           Below, Eric Armstrong developing an architecture that makes
BZ2059 -           sense based on code for OHS. ref SDS 0 M8E9
BZ2061 -               ..
BZ2062 -              [On 001018 Eric reports architecture snag. ref SDS 69
BZ2063 -              GD6J
BZ2065 -               ..
BZ2066 -              [On 001025 Doug Engelbart submits an OHS project launch
BZ2067 -              plan that addresses architecture. ref SDS 71 G3W8
BZ2069 -         ..
BZ2070 -        This appears to clarify the report on 000928 that uncertainties
BZ2071 -        about architecture have been solved. ref SDS 61 X57F
BZ2073 -         ..
BZ2074 -        On 000503 Jack Park explained the scope of architecture, and
BZ2075 -        the level of effort. ref SDS 30 0304
BZ2077 -         ..
BZ2078 -        On 000615 team reported there is not enough knowledge about
BZ2079 -        knowledge management to develop a DKR. ref SDS 43 6271
BZ2081 -         ..
BZ2082 -        What procedure will the new team use to apply the record of
BZ2083 -        research Doug's team has accomplished this past year in order
BZ2084 -        to expedite development of a vision and architecture?  On
BZ2085 -        000424 Eric reported that project history is useful for
BZ2086 -        engineering management. ref SDS 29 0786
BZ2087 -
BZ2088 -           [In a separate record today, Eric reports contemporaneous
BZ2089 -           engineering records enable the architecture to make sense.
BZ2090 -           ref SDS 67 0001
BZ2092 -         ..
BZ2093 -        Eric further announces today, he plans to issue OHS code and is
BZ2094 -        developing information so the architecture will make sense, per
BZ2095 -        below. ref SDS 0 M8E9
BZ2096 -
BZ2098 -     ..
BZ2099 -    SDS Provides Structure for Mathematical Model of Knowledge
BZ2100 -
BZ2101 -    Follow up ref SDS 50 3960.
BZ2102 -
BZ2103 -    Pat noted Rod Welch's system (SDS) is closed, and the OHS project
BZ2104 -    is committed to open source.  Doug commented that OHS can show that
BZ2105 -    open source, evolutionary projects are better. ref DRP 3 SP5L  This
BZ2106 -    aligns with report on 000829 that SRI wants to develop KM with
BZ2107 -    internal resources, and expects this can be done within a year.
BZ2108 -    ref SDS 55 1056
BZ2109 -
BZ2110 -        [On 001121 offered terms for using SDS to perform KM in order
BZ2111 -        to learn how to create KM tools. ref SDS 77 XU8I
BZ2113 -     ..
BZ2114 -    SDS enhances alphabet technology, which is the core of Knowledge
BZ2115 -    Management, discussed with Doug on 991222. ref SDS 15 3977  Dick
BZ2116 -    Karpinski submitted a review to the team on 000227. ref SDS 18 0897
BZ2117 -    Cliff Joslyn explained mathematics of SDS architecture in a meeting
BZ2118 -    at SRI on 000727.  Henry van Eykan commented favorably on 000926.
BZ2119 -    ref SDS 60 IP7F  Need for education to resolve KM dilemma, was
BZ2120 -    submitted to the team on 000920. ref DIP 2 719F  Doug's planning
BZ2121 -    addresses this with Carla and Reg, per above. ref SDS 0 01DP  On
BZ2122 -    000824 Eric Armstrong reported SRI proposes an architecture that
BZ2123 -    reflects SDS. ref SDS 54 PU5N
BZ2124 -
BZ2126 -     ..
BZ2127 -    Information Overload Causes Continual Bumbling Due to Complexity
BZ2128 -    Knowledge Management Solves Complexity Through Continual Learning
BZ2129 -
BZ2130 -    Follow up ref SDS 50 6992.
BZ2131 -
BZ2132 -    No discussion today on challenge of solving information overload
BZ2133 -    that causes difficulties which NIH wants to address, per above.
BZ2134 -    ref SDS 0 014M  Doug's writings over the past 40 years clearly
BZ2135 -    spell out the problem, e.g., 000327, ref SDS 22 3971, characterized
BZ2136 -    by Peter Drucker as people giving up on communication, reviewed on
BZ2137 -    931130. ref SDS 2 3851
BZ2139 -     ..
BZ2140 -    On 000120 the need to define "knowledge" in a way that tools can
BZ2141 -    improve communication was set out. ref SDS 16 5063  Eric asked what
BZ2142 -    does a DKR look like, what does it do? ref SDS 16 3002
BZ2144 -     ..
BZ2145 -    On 000324 Lee Iverson reported that other projects have not been
BZ2146 -    successful developing KM. ref SDS 20 4877  On 000615 the team at
BZ2147 -    SRI concluded there is not enough knowledge about "knowledge" to
BZ2148 -    develop knowledge management tools. ref SDS 43 6271
BZ2150 -     ..
BZ2151 -    Through the ensuing period the SRI team has looked for a solution
BZ2152 -    in Zwiki, Python, Squeak, Java, Gelernter, XML, Views, Lens and
BZ2153 -    other important technologies.  The connection between these efforts
BZ2154 -    and KM has not been established, confirmed by Eugene's report that
BZ2155 -    the vision of an architecture is pending. ref SDS 0 5555
BZ2156 -
BZ2157 -       [On 060211 Open Iris Java web-application SRI CALO project
BZ2158 -       sponsored by DARPA, ref SDS 92 YY5K, seems conflicting with
BZ2159 -       mistaken belief worrying on 030527 about loss of confidentiality
BZ2160 -       using SDS records that are not produced on the Internet.
BZ2161 -       ref SDS 91 ZU3G
BZ2163 -     ..
BZ2164 -    On 001011 proposal was submitted to SRI for basic research on the
BZ2165 -    original question submitted on 000120, based on the work this past
BZ2166 -    year. ref DIP 4 0001
BZ2167 -
BZ2168 -
BZ2169 -
BZ2170 -
BZ2171 -
BZ22 -

SUBJECTS
Concepts Security and Privacy, SDS Records
Binary Forces Tension Knowledge v. Confidentiality
Discovery Law Suit Resist Using SDS
Destroy Information Fails, Clarify Maintain Confidentiality
Accountability Aim Confidentiality, Privacy, Secrecy
Fear Sharing Information, Privacy
Accountability Essential Needs Authority, Open Source, Empowerment, D
Confidentiality Security Privacy Aver Knowledge
Innovation Loop Knowledge Avoids Mistakes Brings Accountability
Secrecy Ignorance Process to Conceal
Balance Binary Forces Secrecy Knowledge Accountability Mistakes Intel

CG13 -
CG1401 -     ..
CG1402 -    Secrecy, Confidentiality Collide with Knowledge Management
CG1403 -    Innovation Loop: Avoiding Bumbling Brings Fear of Accountabily
CG1404 -
CG1405 -    Follow up ref SDS 50 6371.
CG1406 -
CG1407 -    No discussion today, pending formulation of architecture, per
CG1408 -    above, ref SDS 0 TJ3G, by new team beginning in 2001, per above.
CG1409 -    ref SDS 0 RN4M
CG1411 -     ..
CG1412 -    May impact Bootstrap planning per above. ref SDS 0 9622
CG1413 -
CG1414 -
CG1415 -
CG1416 -
CG1417 -
CG1418 -
CG15 -

SUBJECTS
OHS Open Hyperdocument System
OHS First Deliverable DKR Program Funded by NIH
Architecture Developed by New Team Starting 2001
Collaboration Added Value Customer Wants, NIH
Architecture Not Established for OHS on 001017, Eugene Kim
OHS 1st Project Deliverable Funded by NIH
1st Deliverable DKR Program, 001017
OHS Code to be Submitted Soon, Eric Armstrong

CX10 -
CX1101 -     ..
CX1102 -    OHS Editor Based on XML Initial Project Deliverable
CX1103 -    CDS Change to OHS; Requirements Need Review by Project Team
CX1104 -    Source Code May Soon be Issued on OHS by Eric Armstrong
CX1105 -
CX1106 -    Follow up ref SDS 50 5880, ref SDS 44 5880.
CX1107 -
CX1108 -    OHS has been selected as the first deliverable of DKR program,
CX1109 -    being funded by NIH and others. per above. ref SDS 0 4877
CX1111 -     ..
CX1112 -    Collaboration seems to be the simple "elevator" explanation for
CX1113 -    added value the customer wants. ref SDS 0 014M   Eugene Kim
CX1114 -    reported that the vision for architecture is not established.
CX1115 -    ref SDS 0 TJ3G
CX1117 -     ..
CX1118 -    OHS production scheduled to begin at start of 2001, also per above.
CX1119 -    ref SDS 0 RN4M
CX1121 -     ..
CX1122 -    Eugene reported on 001015 that results of OHS spec review performed
CX1123 -    on 000725, and reported on 000727, ref SDS 50 YK4O, will be issued
CX1124 -    to project team for comments by 001030. ref SDS 65 RI9J
CX1126 -     ..
CX1127 -    Results of spec review should identify initial development scope,
CX1128 -    and support resolution of KM difficulties reported on 000615,
CX1129 -    ref SDS 43 6271, cited again today, per above. ref SDS 0 TJ3G
CX1131 -     ..
CX1132 -    Eric Armstrong reports separately today, progress on implementing
CX1133 -    OHS requirements, and developing an architecture that makes sense.
CX1134 -    He plans to issue source code soon under open source methodologies,
CX1135 -    ref SDS 67 0001, per instructions to the team on 000928.
CX1136 -    ref SDS 61 1Y9I
CX1137 -
CX1138 -        Need to determine disposition of code provided for OHS under
CX1139 -        open source planning announced today, per above. ref SDS 0 9O9O
CX1141 -         ..
CX1142 -        [On 001018 Eric reports architecture snag. ref SDS 69 GD6J
CX1143 -
CX1144 -
CX1145 -
CX1146 -
CX1147 -
CX1148 -
CX1149 -
CX1150 -
CX12 -

SUBJECTS
Glossary, Engelbart, Doug, 000518

D103 -
D10401 -  ..
D10402 - Glossary Establishes DKR Culture, Supports Architecture for KM
D10403 -
D10404 - Follow up ref SDS 50 5783, ref SDS 44 5783.
D10405 -
D10406 - No discussion of this issue.
D10407 -
D10408 -
D10409 -
D10410 -
D10411 -
D105 -

SUBJECTS
Augment Not OHS Port
Augment Translator to XML, HTML, Eugene Kim
Augment Documents Put on Internet by Doug Engelbart
Augment to HTML Script Supports Doug Providing Augment Design History

DC06 -
DC0701 -  ..
DC0702 - Augment Project at SRI in 1960s Sets Design Objectives
DC0703 - OHS/DKR Objectives; Powerful, Difficult to Learn Based on Augment
DC0704 -
DC0705 - Follow up ref SDS 50 9626, ref SDS 44 9626.
DC0707 -  ..
DC0708 - Doug explained that Grant Bowman, Nicholas Carroll, and Sheldon Brahms
DC0709 - have been working with both the DOS and Smalltalk Augment clients.  He
DC0710 - cautioned that this does not mean that Augment will be widely
DC0711 - available, or that the OHS project is an Augment port. ref DRP 3 02AZ
DC0713 -  ..
DC0714 - Nicholas added that we do not want to be marketing Augment.
DC0715 - ref DRP 3 R18G
DC0717 -  ..
DC0718 - Doug will be dumping old Augment documentation on the web site, using
DC0719 - Eugene's Augment-to-HTML converter and gateway, ref DRP 3 428I,
DC0720 - confirming planning on 000928. ref SDS 61 IZ6G
DC0721 -
DC0722 -    This aligns with Eric's call on 000424 to use Augment history for
DC0723 -    guidance on designing OHS. ref SDS 29 0786
DC0724 -
DC0725 -       [On 001025 Doug confirms action item to transfer Augment history
DC0726 -       to the new OHS. ref SDS 71 V9S1
DC0727 -
DC0728 -
DC0729 -
DC0730 -
DC0731 -
DC08 -

SUBJECTS
CODIAK Intelligence Capabilities
Case Study SDS Intelligence Support OHS/DKR SRI Project Communicatio
Management Meetings Productivity Accurate Record Care About Organiza

DN05 -
DN0601 -  ..
DN0602 - SDS Support OHS/DKR Project Case Study
DN0603 - Guide to Running NICs Gathers Intelligence, Provides Feedback
DN0604 - Communication Analyst Proposed to Complement Tools for DKR
DN0605 -
DN0606 - Follow up ref SDS 50 3995, ref SDS 44 3995.
DN0607 -
DN0608 - On 000427 Doug proposed a Guide to Running NICs for contributors to
DN0609 - grow team knowledge. ref SDS 31 2867  On 000428 Eric requested
DN0610 - clarification of scope. ref SDS 32 1610
DN0612 -  ..
DN0613 - Work product prepared using SDS shows the story of progress and
DN0614 - challenges for OHS/DKR, as called out in POIMS, ref OF 1 2300, based
DN0615 - on alignment of information from contributors, with project
DN0616 - objectives.  Action items alert contributors to maintain progress.
DN0618 -  ..
DN0619 - The following meetings illustrate Communication Metrics deliverables
DN0620 - of the analyst preparing work product for intelligence support...
DN0622 -        ..
DN0623 -       000324.................. ref SDS 20 0000
DN0624 -       000330.................. ref SDS 23 0000
DN0625 -       000406.................. ref SDS 24 0000
DN0626 -       000413.................. ref SDS 25 0000
DN0627 -       000420.................. ref SDS 27 0000
DN0628 -       000427.................. ref SDS 31 0000
DN0629 -       000504.................. ref SDS 33 0000
DN0630 -       000511.................. ref SDS 34 0000
DN0631 -       000518.................. ref SDS 37 0000
DN0632 -       000525.................. ref SDS 38 0000
DN0633 -       000601.................. ref SDS 40 0000
DN0634 -       000608.................. ref SDS 41 0000
DN0635 -       000615.................. ref SDS 43 0000
DN0636 -       000622.................. ref SDS 44 0000
DN0637 -       000727.................. ref SDS 50 0000
DN0638 -       001017.................. ref SDS 0 0000
DN0640 -  ..
DN0641 - On 000922 action items show correlation between intelligence and
DN0642 - getting things done. ref SDS 59 0001
DN0643 -
DN0644 -    [On 001128 submitted example of SDS doc log. ref SDS 80 0001
DN0645 -
DN0646 -    [On 001031 Jack Park's letter to OHS/DKR team commends Doug
DN0647 -    Engelbart's teachings, and noted advantage of experience doing KM
DN0648 -    for guiding development of KM tools. ref SDS 74 I67L
DN0650 -  ..
DN0651 - On 00929 proposed meeting to review pending action items. ref SDS 62
DN0652 - RP3N
DN0654 -  ..
DN0655 - On 000517 KM was reviewed at Intel, and a record was submitted to show
DN0656 - KM work product. ref SDS 36 0001
DN0658 -  ..
DN0659 - Doug has a good feel for KM, illustrated, by his 1972 paper, which he
DN0660 - cited on 000327. ref SDS 22 3971  That paper appears to have
DN0661 - influenced the "Technology Template Project" paper dated 980128, cited
DN0662 - by Eric Armstrong on 000614. ref SDS 42 GF9G  Creating useful tools to
DN0663 - implement KM requires daily practice by the tool makers of KM methods.
DN0664 - Open source methods empower people to use methods they like, hoping
DN0665 - this will yield understanding through synergy.
DN0666 -
DN0667 -     [On 001027 Doug commended SDS. ref SDS 72 XV6F
DN0669 -      ..
DN0670 -     [On 001121 offered terms for using SDS to learn KM in order to
DN0671 -     create tools, per telecon with Doug. ref SDS 77 XU8I
DN0673 -      ..
DN0674 -     [On 001127 cited advantage of synergy between using and creating
DN0675 -     KM tools, per letter from Eric. ref SDS 79 TH9O
DN0677 -  ..
DN0678 - NIH project requires project audits. ref SDS 0 4877
DN0680 -  ..
DN0681 - This requirement could be fashioned to support Knowledge Management,
DN0682 - which might be characterized as a combination of AI, TQM and project
DN0683 - management, i.e., technology to support sound management practice. The
DN0684 - challenge is that people are not used to doing this, so the initial
DN0685 - learning curve seems burdensome and unproductive.  It is a dilemma
DN0686 - that audits can help solve, per above. ref SDS 0 W66J
DN0688 -  ..
DN0689 - The solution requires tools and skills, explained in NWO. ref OF 3
DN0690 - 6369
DN0691 -
DN0692 -
DN0693 -
DN0694 -
DN0695 -
DN0696 -
DN07 -

SUBJECTS
WBI Transcoding Vector
WBI 3 Tier Server Architecture, 000427
DirectDom, JDOM Processors of XML DKR, 000427
WBI Vector Presentation, Engelbart, 000420
Iverson, Lee
Source Development System (SDS) Transcoding, 000511
SDS Source Development System Transcoding, 000511
Hitchiker's Guide To The Galaxy, DKR Example, 000615
Other DKR Projects Trying to Create OHS

E011 -
E01201 -  ..
E01202 - Current Proposal for DKR Transcoding - Complex Process
E01203 - Architecture - Three-Tier Server for WBI Implementation
E01204 -
E01205 - Follow up ref SDS 50 4674, ref SDS 44 4674.
E01206 -
E01207 - Eugene reported today vision of architecture pending determination by
E01208 - new team proposed for 2001. ref SDS 0 TJ3G
E01209 -
E01211 -     ..
E01212 -    DOM (Document Object Model) Uses XML for Doc Management
E01213 -
E01214 -    Follow up ref SDS 50 3640, ref SDS 44 3640.
E01215 -
E01216 -    No discussion on DOM and DDOM issue; nor, of W3C being ineffective
E01217 -    for data base; Python and Java supporting DOM for data base,
E01218 -    reported on 000504. ref SDS 33 3994
E01220 -     ..
E01221 -    No discussion of Lee Iverson's ideas handed out on 000727.
E01222 -    ref SDS 50 Y25F
E01223 -
E01224 -
E01225 -
E01226 -
E01227 -
E01228 -
E013 -

SUBJECTS
Technology Review, Lee, 000525
Starter Technologies Using Develops Experience to Create KM

E204 -
E20501 -     ..
E20502 -    Evaluate Starter Technologies, Volunteers
E20503 -
E20504 -    Follow up ref SDS 50 4084, ref SDS 44 4084.
E20505 -
E20506 -    No discussion of evaluations for starter technologies from action
E20507 -    action item set by Lee Iverson at meeting on 000525. ref SDS 38
E20508 -    4084
E20509 -
E20510 -
E20511 -
E20512 -
E20513 -
E20514 -
E206 -

SUBJECTS
ZWiki-style Collaborative Document System, 000427
Existing Capability, Start with What is Available, 000302
Pilot Test New Capabilities, 000227
Pilot Test Email for Organizing and Thought Tracking, 000428
DKR Starter Technologies, Email, Begin Using a System, 000504
Slow Progress Toward OHS/DKR Objectives

EG08 -
EG0901 -     ..
EG0902 -    Pilot Test Wiki for DKR Collaboration
EG0903 -    Starter Technology Pilot Testing Wiki for Better Collaboration
EG0904 -    Wiki Addressable Email Enhances Project Collaboration
EG0905 -
EG0906 -    Follow up ref SDS 50 9000, ref SDS 44 9000.
EG0907 -
EG0908 -    No discussion on current issues...
EG0909 -
EG0910 -       000727 report that email works better than Wiki.
EG0912 -        ..
EG0913 -       000614 Wiki enables each contributor to "play DKR," ref SDS 42
EG0914 -       0895, which is a lot of hard work using information management,
EG0915 -       reported on 000307. ref SDS 19 5182
EG0917 -        ..
EG0918 -       On 000812 Eric Armstrong reports difficulties using Wiki.
EG0919 -       ref SDS 52 1596
EG0921 -        ..
EG0922 -       On 000830 Wiki proposed for getting market planning
EG0923 -       accomplished. ref SDS 56 FQ5L
EG0924 -
EG0925 -
EG0926 -
EG0927 -
EG0928 -
EG0929 -
EG10 -