CONTACTS 
0201 - CSG Systems, Inc.                                                                                                                                                  O-00000795 0404
020101 - Mr. Jerry J. Nord
0202 - Boeing                                                                                                                                                             O-00000816 0505
020201 - Mr. Garold L. Johnson
020203 - Modeling and Simulation                                                                                                                                          O-00000816 0505

SUBJECTS
Purpose Technology Find Relevant Information Help People in Email Arc
Microsoft Word Outlook Visual Basic Programming Language May be able

0704 -
0704 -    ..
0705 - Summary/Objective
0706 -
070601 - Follow up ref SDS 32 0000, ref SDS 31 0000.
070602 -
070603 - Jerry asked what Morris means by saying Microsoft programs improve
070604 - management better than SDS? ref SDS 0 3V8J  Background beginning in
070605 - 1989 shows Morris has been a significant force making SDS possible,
070606 - which yielded a "breakthrough" design. ref SDS 0 IS9L  Morris has not
070607 - had time to learn and use SDS, and encountered difficulties getting
070608 - approval at Chips and later Intel to use SDS. ref SDS 0 EZ6F  These
070609 - and other factors that typically delay acceptance of "breakthrough"
070610 - technologies are frustrating, and so lead to conflicts in the record
070611 - where SDS is not deployed. ref SDS 0 NX6O  Jerry asked what Morris
070612 - means by "breakthrough" design.  Since Morris could not participate in
070613 - the discussion, Gary offered some perspective on how SDS integrates
070614 - hierarchical and relational data base methods. ref SDS 0 ZU6O  Gary
070615 - noted SDS is not a traditional data base, and cited the Internet and
070616 - other technologies that apply some SDS methodologies. ref SDS 0 P39G
070617 - Jerry related planning to incrementally improve Microsoft programs
070618 - like Outlook to support SDS capabilities, and asked for suggestions on
070619 - initial steps? ref SDS 0 GO4G  Gary explained that most SDS
070620 - features are available in other programs.  The history of SDS
070621 - development shows that the first step was to make the Schedule and the
070622 - Diary or Journal work together as a step toward integrating time and
070623 - information management. ref SDS 0 P49H  Jerry requested a link to
070624 - review the eight (8) steps for using SDS to perform Communication
070625 - Metrics. ref SDS 0 NA54
070626 -
070627 -
070628 -
070629 -
070631 -  ..
0707 -
0708 -
0709 - Progress
0710 -
071001 - Received letter from Gary this morning saying...
071002 -
071003 -        My laptop has a connectivity problem to our network.
071005 -  ..
071006 - This problem prevented Jerry from updating SDS on his computer, per
071007 - planning this past Thursday, and reported in another record today.
071008 - ref SDS 33 0001
071010 -  ..
071011 - Jerry continues...
071012 -
071013 -        I will call this afternoon (around  4pm) but won't be able to
071014 -        update. Would like to talk thru what Morris meant by "Microsoft
071015 -        programs improve management better than SDS... [020110] line
071016 -        591818.
071018 -  ..
071019 - Submitted letter via email on this with copy to Morris and Gary....
071020 -
071021 -    1.  Subject: Telecon 1400 Re Microsoft Better than SDS for Management
071022 -        Date: Mon, 15 Dec 2003 14:04:28 -0800
071023 -        From: Rod Welch
071024 -        To: Jerry J Nord
071025 -        CC: "Johnson, Garold L."
071026 -             "Jones, Morris E."
071028 -         ..
071029 -        Jerry,
071031 -         ..
071032 -    2.  Have assembled an SDS update.  Per your letter below, we can
071033 -        install the software this evening on your home computer, or
071034 -        when your computer problem is cured.
071036 -         ..
071037 -    3.  By copy letting Morris know about your interest in learning how
071038 -        Microsoft programs improve management, shown in the record for
071039 -        020110. ref SDS 27 5HYX
071041 -         ..
071042 -    4.  Called and talked to Morris about participating in the
071043 -        discussion.  He is just now leaving for his office at San Jose
071044 -        State college to give mid-terms for his graduate students, and
071045 -        so cannot participate in discussion with us, but will comment
071046 -        on the SDS record that results to add clarifications if needed.
071048 -         ..
071049 -    5.  Called and talked to Gary who discussed this issue somewhat
071050 -        through email with Morris this past October. ref SDS 30 1R3G
071051 -        Gary can participate in the call with Jerry this afternoon, and
071052 -        so is standing by.
071054 -         ..
071057 -         ..
071058 -    7.  Rod
071059 -
071060 -
071061 -
071062 -
0711 -

SUBJECTS
3x5 Cards Jerry Uses to Aid Management Practice Supported by SDS Reco
Command Control of Work Jerry Uses 3x5 Cards to Aid Management Practi
Care About 3x5 Cards Organize Information Jerry Uses to Aid Managemen
3x5 Card Record Segments Assemble Intelligence
Jerry Uses 3x5 Cards to Organize Information Aid Management Practice
Command Control of the Record Maintains Access Over Time
Organize Library Filing Records Management Secretary
Good Management Organize Information 3x5 Cards Jerry Uses to Aid Mana
Command Control of the Record Organizational Memory Find Information
Good Management Organize Information 3x5 Cards Jerry Uses to Aid Mana

2712 -
2713 - Discussion
271401 -  ..
271402 - Multiple Views Enabled by SDS Implement Practices Using 3x5 Cards
271403 - 3x5 Cards Conventional Manual Management Practice Supported by SDS
271404 -
271405 - Jerry prepared questions on 3 x 5 cards to help guide discussions
271406 - during the conference call today.
271407 -
271408 -    3 x 5 cards apply a common practice that evolved over thousands of
271409 -    years for organizing ideas to facilitate planning and discussion.
271410 -    This method is used often by debaters.  3 x 5 cards are also
271411 -    applied in professional work by detectives to organize factual
271412 -    notations on a board for assessing likely scenarios that help solve
271413 -    complex criminal cases, noted in POIMS. ref OF 5 143L
271414 -
271415 -       [On 041111 Gary submits information on Maxthink that
271416 -       supports outlining to organize information to prepare documents.
271417 -       ref SDS 36 KP3H
271419 -  ..
271420 - To address Jerry's initial question on what Morris meant by "Microsoft
271421 - programs improve management better than SDS..., per above, ref SDS 0
271422 - 3V8J, we reviewed background on Morris considering SDS....
271423 -
271424 -    1.  Communication is 80% of Morris'
271425 -        management practice, but computers
271426 -        not used by executives to save
271427 -        time and money by improving
271428 -        primary task of management............ 890809, ref SDS 2 8812
271430 -         ..
271431 -    2.  SDS design saves time and money
271432 -        by aligning daily communication
271433 -        with objectives, requirements,
271434 -        commitments that helps people
271435 -        avoid mistakes........................ 890809, ref SDS 2 8211
271437 -         ..
271438 -    3.  Not enough time to capture record
271439 -        in SDS for adding intelligence to
271440 -        triangulate accuracy explained in
271441 -        POIMS, ref OF 6 16EF, so investing
271442 -        time to avoid mistakes seems like
271443 -        unnecessary overkill.................. 890809, ref SDS 2 5930
271445 -         ..
271446 -    4.  Executives frustrated by time
271447 -        wasted and losses when mistakes
271448 -        occur because people don't listen
271449 -        causing communication that is
271450 -        80% of management time to fail........ 890809, ref SDS 2 CJ9J
271452 -         ..
271453 -    5.  Hard to sell SDS because have to
271454 -        teach successful executives
271455 -        computer, management and cognitive
271456 -        science, but they feel insulted
271457 -        and so won't listen................... 890809, ref SDS 2 QP8G
271459 -         ..
271460 -    6.  SDS design integrating tasks to
271461 -        save time and money makes learning
271462 -        more difficult so takes more than
271463 -        20 minutes people are willing to
271464 -        invest for avoiding mistakes.......... 890809, ref SDS 2 6139
271466 -         ..
271467 -    7.  SDS integrated design makes some
271468 -        Microsoft programs unnecessary
271469 -        which people have invested a lot
271470 -        of time and struggle learning to
271471 -        use; adopting a way of working
271472 -        with SDS eliminates benefits of
271473 -        prior investments is an emotional
271474 -        hurdle that presents a major change
271475 -        in life-style from the ease of
271476 -        grazing on endless fields of
271477 -        information to working
271478 -        intelligently......................... 890809, ref SDS 2 6139
271480 -         ..
271481 -    8.  Begin using SDS 1st day applies
271482 -        Com Metrics system to save time
271483 -        and money............................. 910520, ref SDS 4 655O
271485 -         ..
271486 -    9.  SDS provides breakthrough
271487 -        design for software................... 910810, ref SDS 6 7793
271489 -         ..
271490 -   10.  SDS enables new way of working
271491 -        using good management consistently
271492 -        to avoid mistakes, losses and
271493 -        crisis that is different from
271494 -        the way executives work who
271495 -        rely on on conversation for feel
271496 -        good management....................... 911123, ref SDS 7 4930
271498 -         ..
271499 -   11.  Frustrated by counterintuitive SDS
271500 -        design; not enough time to learn
271501 -        because company downsizing to
271502 -        recuperate from mistakes, losses
271503 -        and crisis............................ 920215, ref SDS 9 HJ8G
271505 -         ..
271506 -   12.  SDS design augmenting cognition
271507 -        is counterintuitive, and so is
271508 -        difficult and frustrating to
271509 -        learn, gave up on using SDS
271510 -        and reverted to using Microsoft
271511 -        programs.............................. 920215, ref SDS 9 5820
271513 -         ..
271514 -   13.  Colleagues got mad when Morris
271515 -        submitted notes on communications
271516 -        to avoid mistakes, loss and crises
271517 -        by refreshing memories with a
271518 -        common story for organizational
271519 -        memory................................ 940527, ref SDS 12 J47F
271521 -         ..
271522 -   14.  3 x 5 cards and other traditional
271523 -        tools, methods and work roles aid
271524 -        memory and enable good management
271525 -        with a lot of hard work that is
271526 -        faster and easier using SDS........... 950223, ref SDS 13 9933
271528 -         ..
271529 -   15.  Difficulty explaining SDS and
271530 -        Com Metrics to management at
271531 -        Chips when he was a senior vice
271532 -        president............................. 951228, ref SDS 15 1005
271534 -         ..
271535 -   16.  Difficulty explaining SDS
271536 -        and Com Metrics to Intel
271537 -        management............................ 990527, ref SDS 19 074D
271539 -         ..
271540 -   17.  SDS self-evident benefits improving
271541 -        memory is a utopia compared to using
271542 -        other software because everything
271543 -        is in the right place at the right
271544 -        time.................................. 010425, ref SDS 24 EP7F
271546 -         ..
271547 -   18.  SDS improves management better
271548 -        than other programs................... 010924, ref SDS 26 NK4J
271550 -         ..
271551 -   19.  Nobody uses other software the
271552 -        way SDS is used for working
271553 -        intelligently by converting
271554 -        information into knowledge............ 010924, ref SDS 26 XT5F
271556 -         ..
271557 -   20.  SDS enables better memory that
271558 -        supports insight through analysis
271559 -        that is better than forgetting........ 031008, ref SDS 30 KR6X
271560 -
271562 -  ..
271563 - Jerry asked why the conflict in this record?
271565 -  ..
271566 - Memory fades over long time spans in relation to the amount of new
271567 - information people encounter.  Without tools like SDS to maintain
271568 - alignment, the mind changes perspective based on near term events, as
271569 - explained in NWO discussing the "telephone game." ref OF 11 XF5H
271571 -  ..
271572 - Since Morris could not participate in discussions today, per above,
271573 - ref SDS 0 1T9U, explained history of Morris doing an outstanding job
271574 - beginning in 1983 supporting development of SDS, when time has been
271575 - available, reported on 000723. ref SDS 21 JP4J  Problems using SDS in
271576 - the early years when the program was harder to learn, belied a strong
271577 - start on 910520, ref SDS 4 I66F, and this caused frustrations, due to
271578 - lack of time for support to teach SDS methodologies that are largely
271579 - counterintuitive, reported on 910529, ref SDS 5 9989, and later on
271580 - 920215. ref SDS 9 5820  Difficulty explaining management, computer and
271581 - cognitive science for approval to use SDS at Chips & Technologies,
271582 - reported on 890809, and later on 951228, ref SDS 15 1005, and then
271583 - again at Intel on 990527, ref SDS 19 074D, coupled with slow progress
271584 - generating revenue from sales, and contrasted with Rod citing the
271585 - record on 000425 showing SDS is a unique solution for Knowledge
271586 - Management, ref SDS 20 0480, all of this boils up occasionally to
271587 - relieve frustration.
271588 -
271589 -
2716 -

SUBJECTS
SDS Architecture Breakthrough Hierarchical Relational Data Base Design
Unique Design Breakthrough Integrates Hierarchical Relational Data Bas
Integrate Personal Organizational Requirements for Subjects Complex M
Integrate Time Information Schedule Tasks Identified in Diary New Way
Breakthrough Hierarchical Relational SDS Architecture
Features SDS Breakthrough Design Integrating Hierarchical and Relationa

6008 -
600901 -  ..
600902 - Design Breakthrough Integrates Hierarchical and Relational Data Base
600903 -
600904 - One of the issues on Jerry's 3 x 5 cards comes from an email.
600906 -  ..
600907 - Jerry received a letter from Gregory Polak this past weekend
600908 - responding to the reading list Jerry had previously submitted to help
600909 - Gregory learn about SDS.  Gregory's letter asked for an explanation of
600910 - the "breakthrough" design SDS has developed?  This suggests Gregory
600911 - explored the record in some depth to eventually encounter the record
600912 - on 910810 reporting that Morris described SDS design support for the
600913 - dynamic integration of relational data base methods with the
600914 - organizational advantages of hierarchical structure, ref SDS 6 7793,
600915 - reflecting earlier comments on SDS architecture reported in the record
600916 - for 890809, ref SDS 2 8211.
600918 -  ..
600919 - This morning, Jerry asked how SDS integrates hierarchical with
600920 - relational data base design?
600922 -  ..
600923 - Since Morris could not participate today, Gary commented something
600924 - along the following lines...
600925 -
600926 -    1.  The SDS design provides a comprehensive data structure for
600927 -        dynamically capturing and managing the complexity of personal
600928 -        and organizational daily experience, summarized by the notion
600929 -        of "Knowledge Space" set out in POIMS. ref OF 3 1107
600930 -
600931 -            [On 040416 Morris explains interoperability is a strong
600932 -            advantage of SDS, for submission to Aerospace company
600933 -            Architecture Committee. ref SDS 34 3M7N
600935 -         ..
600936 -        POIMS summarizes this idea....
600938 -                   ..
600939 -                  Personal and Organizational Integrated Memory and
600940 -                  Management. ref OF 3 6221
600942 -         ..
600943 -    2.  SDS has a primary hierarchical data structure using chronology
600944 -        to uniquely establish the order of each record based on a date
600945 -        and time identification scheme that is implemented using the
600946 -        directories supported by the operating system (OS), in this
600947 -        case Microsoft Windows.
600949 -  ..
600950 - Jerry asked if this is actually a "data base" or whether other data
600951 - base programs might work better?
600952 -
600953 -            [On 040622 Cliff Joslyn at LANL discussed SDS support for
600954 -            mathemaical knowledge structures. ref SDS 35 SY9I
600955 -
600956 -            [On 070729 Jack Park noted SDS support for relational data
600957 -            base structures, ref SDS 37 HF56, complementing prior
600958 -            comments on SDS support for Knowledge Management reported
600959 -            001130. ref SDS 22 H17O
600961 -  ..
600962 - Gary explained SDS is not a traditional data base familiar to
600963 - software engineers.  Other data base programs might work better.  So
600964 - far, a better method has not been discovered.
600966 -  ..
600967 - Morris worked on a data base for a Windows version of SDS, reported on
600968 - 950802. ref SDS 14 3088  Gary cited Lifestream as a software program
600969 - that uses chronology similar to SDS, and noted the Internet relies on
600970 - computer disk directories to organize information along the lines of
600971 - SDS.
600973 -         ..
600974 -        SDS Design Fits Human Reasoning Methodology
600975 -
600976 -        Chronology reflects the architecture of human cognition that
600977 -        reasons by remembering the history of relevant "experience" to
600978 -        understand cause and effect based on the sequence of events.
600979 -        see POIMS, ref OF 3 0367, see, also, NOW on "understanding."
600980 -        ref OF 11 5361  Research on 900319 indicates that reasoning
600981 -        based on cause and effect is a large part of what people
600982 -        generally call "intelligence." ref SDS 3 1323  Better accuracy
600983 -        remembering events and the sequential relationship of events
600984 -        therefore means better reasoning.  Recently, on 031015 Morris
600985 -        noted that SDS helps improves analysis through better insight
600986 -        that helps avoid the problem of forgetting. ref SDS 30 KR6X
600988 -  ..
600989 - Gary continued....
600990 -
600991 -        Chronology inherently comprises a hierarchy, which explains the
600992 -        first part of Morris' description of SDS as combining
600993 -        hierarchical and relational data base methods. ref SDS 0 MW7O
600995 -         ..
600996 -    3.  SDS records support a data flow (see the diagram, ref OF 8
600997 -        8558) based on a theory of flexible structure that segments
600998 -        information both by Control Fields and by line numbers.  Time
600999 -        and line numbers are inherently hierarchical.  Control Fields
601000 -        are flexible relational structures.  SDS flexible structures
601001 -        explained on 890523, ref SDS 1 P13O, associate people,
601002 -        organizations, financial accounts, schedule accounts, and
601003 -        context (commonly called subjects, categories, topics, etc.).
601004 -        These associations comprise a web of relationships for finding
601005 -        information quickly when needed, as reported on 010916,
601006 -        ref SDS 25 0001), and so form a relational data base.
601008 -         ..
601009 -    4.  Within a record, external documents for formal correspondence,
601010 -        email, and other sources like a software program, a book, a
601011 -        magazine article, a product specification, etc., can all be
601012 -        positioned to support analysis in the record, and can in turn
601013 -        be found through relationships based on context using reports
601014 -        that apply subjects and functions assigned to the Control
601015 -        Fields.  Similarly, action items are associated with subjects
601016 -        and functions, including people and organizations.
601018 -         ..
601019 -    5.  SDS records can be summarized to provide a hierarchical listing
601020 -        of headlines for instant access to particular information,
601021 -        which in turn is linked to additional details enabling people
601022 -        to trace issues back to original sources.
601024 -         ..
601025 -    6.  Links in SDS records form relationships between other events
601026 -        that comprise a sequence of cause and effect going forward and
601027 -        backward in time.  Time is a hierarchical structure and the
601028 -        links create fixed relationships.
601030 -         ..
601031 -    7.  Subject indexing applies both hierarchical and relational data
601032 -        structures that aid memory for command and control of daily
601033 -        work, and can be likened to the way DNA grows natural systems
601034 -        of organic structure, explained in POIMS. ref OF 6 1232 and
601035 -        NWO. ref OF 11 5846
601036 -
601037 -            [On 070729 Jack Park noted SDS support for relational data
601038 -            base structures, ref SDS 37 HF56, complementing prior
601039 -            comments on SDS support for Knowledge Management reported
601040 -            001130. ref SDS 22 H17O
601042 -         ..
601043 -    8.  Contacts provide a data base of fixed relationships between
601044 -        people and organizations and the locations, work, products and
601045 -        accounts that define such entities, explained in part on
601046 -        980601, ref SDS 18 4741, and on 021019. ref SDS 28 4741
601048 -         ..
601049 -    9.  Directory Maintenance System (DMS) correlates the directory
601050 -        structure on a computer to personal and organizational
601051 -        objectives and daily work, so that computer power can be
601052 -        applied directly to leverage intelligence, explained in part on
601053 -        920116, ref SDS 8 P665, later on 960629. ref SDS 16 5555
601054 -
601055 -
601056 -
601057 -
6011 -

SUBJECTS
Incrementally Improve Microsoft Outlook and Other Programs to Support
Strategy Marketing Incrementally Improve Microsoft Outlook and Other
Microsoft Programs Incrementally Improve Outlook to Support SDS Capab
Integrate Time Information by Combine Schedule and Diary Microsoft Pr
SDS Windows Version Next Level Using Extreme Programming Approach is
Outlook Microsoft Programs Incrementally Improve Outlook to Support S

8908 -
890901 -  ..
890902 - Requirements for Architecture Advancing from Outlook to SDS
890903 -
890904 - Follow up ref SDS 32 E55N, ref SDS 31 NH5O.
890905 -
890906 - Jerry related having reviewed the record on 000723 showing the history
890907 - of SDS, including evolution of versions, per planning in the call last
890908 - week on 031213. ref SDS 31 NA4N  Jerry feels his review did not impart
890909 - initial steps for advancing incrementally from Microsoft programs
890910 - (current focus is Outlook) toward providing SDS for support for
890911 - augmenting "intelligence."  Jerry asked for ideas on a design change
890912 - that would accomplish this goal, discussed in the conference call on
890913 - 031213? ref SDS 31 PE5F
890915 -  ..
890916 - On 940114 Morris did some analysis that listed core elements needed
890917 - for SDS requirements and architecture. ref SDS 11 2223  This list is
890918 - also in the schematic diagram of SDS. ref OF 8 3385
890920 -  ..
890921 - Morris' experience starting work on a Windows version of SDS, reported
890922 - on 950802, ref SDS 14 3088, might be helpful to Jerry's project, as
890923 - discussed on 031211. ref SDS 31 P49I
890925 -  ..
890926 - Gary pointed out today that the list Morris made on 940114 is already
890927 - pretty well covered by Microsoft and other companies like Oracle and
890928 - IBM.  Bill Gates and Larry Ellison noted on 970222 that popular
890929 - software programs are inadequate. ref SDS 17 3967  More recently on
890930 - 021108, Bill explained plans to integrate Microsoft program commands
890931 - in order to increase productivity. ref SDS 29 EFBE  Gary explained
890932 - that the power of SDS comes from integrating management systems.
890933 - POIMS describes this design as providing the harmony of complementary
890934 - functionality so that each system supports the other. ref OF 4 8559
890936 -  ..
890937 - The history on 000723 explains that the first step toward SDS was
890938 - integrating planning and reporting by combing schedule operations with
890939 - a diary. ref SDS 21 H56M
890940 -
890941 -
890942 -
890943 -
8910 -

SUBJECTS
8 Steps Com Metrics Proactive Learning Enables Good Management at Boe
Jerry Asked How to Find the List in the Record on 001219 Communicatio
8 Steps Using SDS for Com Metrics Post on Wall to Remind First Step T
Jerry Asked How to Find the List in the Record on 001219 Communicatio
Com Metrics Implementation Deployment Training Plan Procedures Manual
Communication Metrics 8 Steps SDS Using for Jerry Asked How to Find t

9308 -
930901 -  ..
930902 - 8 Steps Using SDS for Com Metrics
930903 -
930904 - Jerry asked how to find the record on 001219 that lists the eight (8)
930905 - steps for using SDS to perform Communication Metrics. ref SDS 23 4W4L
930907 -  ..
930908 - The same record on 001219 explains how Communication Metrics improves
930909 - human memory, which enables good management for saving time and money.
930910 - ref SDS 23 FO5M
930912 -  ..
930913 - This record can be found with the following procedure...
930914 -
930915 -    1.  Shift F10 or right click the mouse to open the menu.
930917 -         ..
930918 -    2.  Press Tab several times to move the cursor to "Diary" in the
930919 -        menu.
930921 -         ..
930922 -    3.  Enter by typing over "Diary"....
930923 -
930924 -                     001219
930926 -         ..
930927 -        Press Enter.
930929 -         ..
930930 -    4.  The menu closes and you get a list of records for 001219.
930932 -         ..
930933 -    5.  Open the record that says....
930934 -
930935 -            Matt Placek with Wegener wants to order SDS; explain
930936 -            new way of working.
930938 -         ..
930939 -        Scroll down to line A11625
930941 -  ..
930942 - We can work on this kind of task when Jerry gets further along with
930943 - SDS.
930944 -
930945 -
930946 -
930947 -
930948 -
9310 -