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


S U M M A R Y


DIARY: April 18, 1991 11:56 AM Thursday; Rod Welch

Review Byte magazine article on Subject Index, automated management.

1...Summary/Objective
2...Subject Identification
3...Method
4...Paperless Office Efficincies Promise of Computers Autmoated Management
5...A Talk with Intel
6...This is What I Want: Automated Notebook
7...Paperless Office Efficiencies of Connected Record Precision Access
8...Good Management Practices Intel Working to Support with Technology
9...Whither Innovation?
10...Big companies develop, they don't innovate.
11...Automated MBO
....................Document Image Processing
12...Subject Indexing is Complex, Difficult
13...Knowledge Engineering Organizes the Record
...Solutions for Indexing


..............
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CONTACTS 

SUBJECTS
Byte Magazine response,
Article analysis
Reviews (magazines, etc.)
Testimonials on product
Plans, options, analysis
Articles in periodicals,

0808 -
0808 -    ..
0809 - Summary/Objective
0810 -
081001 - Follow up
081002 -
081003 - The objective of this small project is to obtain publicity for SDS,
081004 - and thereby credibility and name recognition.  This is a marketing
081005 - task to get reviews of SDS, so we can obtain financing, sales or both.
081007 -  ..
081008 - At some point we may convert this to a more general "Periodical
081009 - Response" subject rather than just "Byte."  But since it is not real
081010 - clear how it will shake out, will start with Byte.
081011 -
081012 -
081014 -  ..
081015 - Subject Identification
081016 -
081017 - We identify this as a small project, but it is also given an initial
081018 - flag under SDS maketing so when it is thought of in that vein, we can
081019 - get to the specific small project id.
081020 -
081021 - Assign subject for Marketing, Advertizing, Articles in Periodicals, so
081022 - if we look it up that way, can find this thing.
081023 -
081025 -  ..
081026 - Method
081027 -
081028 - Byte magazine in its April 1991 issue presents a series of articles
081029 - under the general heading "THE PAPERLESS OFFICE."
081030 - ..
081031 - One of these articles discusses the importance of the "Subject
081032 - Index" and how difficult it is to implement, ref OF 2 line 151.  This
081033 - pre- sents an opportunity to inform Byte and its readers that a
081034 - solution is available.
081036 -  ..
081037 - The general plan is to get some of the people who know about SDS to
081038 - write letters to Byte explaining how some of the objectives set out in
081039 - Byte's article are accomplished by SDS, so Byte will either review
081040 - SDS, or perhaps print some of the letters in an upcoming issue.
081042 -  ..
081043 - We will try to send a variety of letters from various places through-
081044 - out the country and from different organizations to increase the
081045 - chances of making an impact.
081047 -  ..
081048 - This requires that I review the article and draft proposed language,
081049 - then send the articles and the letters to those who might be willing
081050 - to submit the letters.
081052 -  ..
081053 - Want following people to respond:
081054 -
081055 -     Jeff
081056 -     Morrie
081057 -     Bob Bronis at Varian
081058 -     Morris
081059 -     Wayne at DNRC in Montana
081060 -     Ron & Kim
081061 -
081062 -
0811 -    ..
0812 -
0813 -
0814 - Steps
0815 -
081501 - Analyse the articles to identify major points that can be addressed
081502 - by each of the various writers.
081503 - ..
081504 - Draft letters. Copy articles Distribute letters and articles
081505 - with request for submission. Contact Sharon Fisher in SF through Byte
081506 - re doing article on SDS (see page 163).
081507 -
081508 -
081509 -
081510 -
0816 -

SUBJECTS
Product definition, Automated Integration
Management productivity & Teamwork
Correlation to accepted practice and
Automated Notebook, Innovation Paperless Office Market Forces Slow
Intel Interview Byte Magazine Future of Technology Dave Vannier Bill
Byte Article Intel Documentation Accuracy Good Management This is Wh
Clues Knowledge Management Difficult Understand Project Failed IBM C

4409 -
441001 -  ..
441002 - Paperless Office Efficincies Promise of Computers Autmoated Management
441003 -
441004 - There are three (3) articles on efficiencies of "virtual office," also
441005 - called a "paperless office." ref OF 12 TG3H
441007 -  ..
441008 - The first article is titled "THE PAPERLESS OFFICE," beginning on page
441009 - 156, and appears under a Byte heading called:  "STATE OF THE ART,"
441010 - indicating it is prospective on emerging technology, ref OF 12 TG4H,
441011 - rather than an explanation of current capabilities.  Byte concludes
441012 - that efficiencies of a paperless office have not been achieved with
441013 - information technology because mainstream developers have not solved
441014 - the challenge of organizing the record with subjects, commonly called
441015 - context management. (see discussion below. ref SDS 0 5584)
441017 -  ..
441018 - SDS support for a paperless office with automatic linking and organic
441019 - structure (see explanation on 890523, ref SDS 3 SQ5L) solves the
441020 - thorny problem of managing information stored on the computer so that
441021 - people can find things according to subject, which is an automated
441022 - form of MBO, explained in POIMS. ref OF 20 1107 and ref OF 20 186F
441023 -
441024 -      [On 950927 reviewed goals for paperless office at Intel.
441025 -      ref SDS 26 7732.]
441027 -       ..
441028 -      [On 930313 article on using technology for management support.
441029 -      ref SDS 13 0001
441031 -       ..
441032 -      [On 950710 "Paperless Office" was reviewed in Tom Landauer's book
441033 -      "The Trouble with Computers" at ref SDS 23 2850.
441035 -       ..
441036 -      [On 980613 article describes tsunami of information overload
441037 -      grows demand for paperless office solution, but the paperless
441038 -      office, also called a virtual office has not been achieved with
441039 -      information technology. ref SDS 41 9M40
441040 -
441041 -
441042 -
441044 -  ..
441045 - A Talk with Intel
441046 -
441047 - The second article appears under the heading:  "A Talk with Intel."
441048 - on page 131.
441049 -
441050 -      Electronic notebook is discussed at ref OF 1 8843.
441051 -
441053 -  ..
441054 - This is What I Want:  Automated Notebook
441055 - Paperless Office Efficiencies of Connected Record Precision Access
441056 - Good Management Practices Intel Working to Support with Technology
441057 -
441058 - This article relates a discussion with three (3) Intel engineers
441059 - about the future of computer applications in light of pending chip
441060 - improvements.
441062 -  ..
441063 - On page 140 Dave Vannier explains Intel's plans to develop computers
441064 - that people can use for integrating daily work, e.g., meetings, calls,
441065 - reports, with analysis and time management to schedule daily tasks
441066 - that are prioritized based on objectives, requirements and
441067 - commitments, rather than simply the most recent thing that came up,
441068 - e.g., the last phone call, meeting or letter, that caused momentary
441069 - impulse.....
441071 -      ..
441072 -     Vannier says holding up a notepad:
441074 -      ..
441075 -     This is my laptop, today.  I'm looking for something that replaces
441076 -     this.  This is it.  This is what I want.  When I can do everything
441077 -     that I can do with this pad of paper and this pen, I might be
441078 -     happy. That means being able to tear things out and hand them to
441079 -     my secretary. It means being able to draw pictures, it means being
441080 -     able to put in text, it means being able to keep my calendar, and
441081 -     everything else.  This is my calendar.  So, this is how I live,
441082 -     and this is what I'm looking to replace.  If you can imagine this
441083 -     is a laptop, this in electronics, that's how I can account for 15
441084 -     million transistors.  Now what do I do past that?  I guess I can
441085 -     start talking to it. ref OF 1 8843
441087 -  ..
441088 - Vannier describes a good part of SDS based on requirements of POIMS
441089 - technology for integrating time and information to grow new knowledge,
441090 - using an "intelligence" process. ref OF 20 0561
441092 -  ..
441093 - On 880726 PIM strives to accomplish Dave's ideas. ref SDS 2 MH8N
441095 -  ..
441096 - Intel's Bill Rash points out that software is the key......
441097 -
441098 -     People are going to really think through some of these scenarios
441099 -     of what people do, and what kinds of technologies have to be
441100 -     integrated into a PC to really make everybody more productive and
441101 -     (do) less drudgery work on their computers.  And I think there's a
441102 -     lot to be done in the world of software. ref OF 1 8316
441104 -  ..
441105 - Intel should be a good market for SDS, because much of what Intel is
441106 - trying to accomplish with additional computer power can be done with
441107 - SDS, as explained in POIMS. ref OF 20 6649
441108 -
441109 -     [On 910810 Morris reported that SDS has a breakthrough design for
441110 -     using software to improve management. ref SDS 9 7793
441112 -      ..
441113 -     [On 910911 venture capital firm believes technology to save time
441114 -     and money by adding intelligence to daily management, as Intel
441115 -     proposes, is not commercially viable, because it is too hard for
441116 -     people to learn. ref SDS 10 5567
441118 -      ..
441119 -     [On 911123 Morris noted that SDS enables the Welch Management
441120 -     Method that improves management. ref SDS 11 0477
441122 -      ..
441123 -     [On 930326 marketing challenge from cultural fears per discussion
441124 -     with engineers at McClellan AFB. ref SDS 14 5468.
441126 -      ..
441127 -     [On 940508 "Empathic Design" and "usability engineering" develop
441128 -     products people need to meet emerging new realities, ref SDS 15
441129 -     6930, by study of actual work to think through scenarious that
441130 -     improve productivity, reported 910418. ref SDS 0 UT7F
441132 -      ..
441133 -     [On 940510 Human Centered Design is similar to "empathic design"
441134 -     cited in a HBR article, ref SDS 16 3850, applies Intel planning to
441135 -     think through use case scenarios for improving how people work,
441136 -     reported 910418. ref SDS 0 UT7F
441138 -      ..
441139 -     [On 950327 defined Com Metrics to explain deployment of SDS for
441140 -     accomplishing Intel's objectiveds for technology. ref SDS 20 0001
441142 -      ..
441143 -     [On 950705 locate speakers for PMI events to present technology
441144 -     and leadership challenge. ref SDS 22 5674, and at ref SDS 24 4839]
441146 -      ..
441147 -     [On 950710 Landauer posits User Centered Design, similar to "
441148 -     "empathic design reviewed on 940510, for studying how people work
441149 -     and designing tools that optimize productivity, ref SDS 23 6403,
441150 -     called out by Intel in the Byte article today, per above.
441151 -     ref SDS 0 UT7F
441153 -      ..
441154 -     [On 950927 Intel gave up on using computers to improve management.
441155 -     ref SDS 26 7732
441157 -      ..
441158 -     [On 951011 Morris noted that software engineers do not know how to
441159 -     program computers for improving management. ref SDS 27 1341
441161 -      ..
441162 -     [On 960103 Intel executives rely on style and summary because
441163 -     there is not enough time to understand content. ref SDS 28 8409
441165 -      ..
441166 -     [On 960627 links are difficult to create for Internet documents
441167 -     using HTML, which prevents generalized use of fast, precision
441168 -     access embodied by hopes for a "paperless office." ref SDS 35 2370
441170 -      ..
441171 -     [On 970116 Morris asks about fractionalized subjects managing
441172 -     complexity with SDS organic structure of context. ref SDS 36
441173 -     1732
441175 -      ..
441176 -     [On 971105 began implementing Communication Metrics on the
441177 -     Internet to accomplish paperless office. ref SDS 38 1459]
441179 -      ..
441180 -     [On 991025 Drucker says software is key to using technology with
441181 -     cognitive science. ref SDS 46 0836
441183 -      ..
441184 -     [On 990527 "agnostic marketing" for disruptive technologies
441185 -     studies how people actually work rather than listen to what people
441186 -     say, because often people do not have enough time to understand
441187 -     efficiencies of how work is accomplished day-to-day. ref SDS 45
441188 -     EJ4I
441190 -      ..
441191 -     [On 000106 explained computer aided thinking to Morris.
441192 -     ref SDS 47 1316]
441194 -      ..
441195 -     [On 001122 engineer reports innovation for Knowledge Management
441196 -     requires platform to build new kind of tools. ref SDS 50 E47M
441198 -      ..
441199 -     [On 010420 review of Jeff Conklin's 1996 paper supports Intel's
441200 -     objective for integated management technology. ref SDS 51 UY7M
441201 -
441203 -  ..
441204 - Whither Innovation?
441205 -
441206 - Follow up ref SDS 5 QS5J.
441207 -
441208 - This is a "roundtable" discussion in which Byte editors, columnists,
441209 - and contributors discuss the process of innovation and how it can be
441210 - encouraged.
441212 -  ..
441213 - One industry expert comments that innovators are stifled by large
441214 - company requirements to write reports that detract from time needed to
441215 - work on innovating. ref OF 18 V9RS
441216 -
441217 -     This view seems to overlook the process of "thinking through
441218 -     writing," and the advantages of linking ideas over time that
441219 -     builds wider understanding, clarity of vision.
441220 -
441221 -
441223 -  ..
441224 - Big companies develop, they don't innovate.
441225 - ref OF 18 V8TK
441226 -
441227 - Large groups dilute the clarity of vision needed for innovation,
441228 - ref OF 18 FH2W
441229 -
441230 -     [On 950911 tyranny of status quo cited by Freedman explaining
441231 -     culture forces that stifle innovation in big organizations.
441232 -     ref SDS 25 0581
441234 -      ..
441235 -     [On 960626 Internet aids intution, ref SDS 34 9594 and improves
441236 -     collaboration, ref SDS 34 2222; and on 960612, ref SDS 33 0001,
441237 -     difficulty adopting VLSI chip design. ref SDS 33 1368
441239 -      ..
441240 -     [On 970526 Post-its took 15 years to bring to market. ref SDS 37
441241 -     8333   Cal Tech seminar reported to have posed a way to improve
441242 -     innovation in large organizations. ref SDS 37 5339
441244 -      ..
441245 -     [On 990527 Innovator's Dilemma cites challenge. ref SDS 45 4077
441247 -      ..
441248 -     [On 980307 Andy Grove at Intel recommends encouraging people to
441249 -     experiment by pilot testing new methods and tools. ref SDS 39 3416
441251 -      ..
441252 -     [On 990517 Innovator's Dilemma reflects culture forces that
441253 -     stifle innovation in big organizations. ref SDS 45 4077
441255 -      ..
441256 -     [On 001122 engineer reports that innovation to develop Knowledge
441257 -     Management requires platform to build new kind of tools.
441258 -     ref SDS 50 E47M
441260 -      ..
441261 -     [On 010719 software engineer experienced managing big projects for
441262 -     Aerospace company and NASA reports difficulty innovating in large
441263 -     organizations. ref SDS 52 LR73
441265 -      ..
441266 -     [On 011006 Gary worries that improving management is a hopeless
441267 -     task. ref SDS 53 EL5F
441269 -      ..
441270 -     [On 020131 Don Rumsfeld, Secretary of Defense, explains cultural
441271 -     forces that resist innovation in big organizations. ref SDS 54
441272 -     0001
441274 -      ..
441275 -     [On 040203 the record over the past 20 years indicates
441276 -     organization inherently restrains innovation by discouraging
441277 -     experimenting to pilot test new methods and tools. ref SDS 56 E44K
441279 -      ..
441280 -     [On 070904 Gary Johnson cites need for "testbed" software platform
441281 -     to experiment developing Knowledge Management support based on
441282 -     feedback from routine use for accomplishing daily work.
441283 -     ref SDS 59 DV4R
441285 -      ..
441286 -     [On 070904 Knowledge Management development lacks focus, slow
441287 -     progress 15 years due to common factors that stifle discovery of
441288 -     tools co-evolving with new way of working. ref SDS 59 DV9U
441289 -
441290 -
441291 -
441292 -
441293 -
441294 -
441295 -
441296 -
441297 -
4413 -

SUBJECTS
Subject Indexing Extremely Difficult to Accomplish for Document Mana

7803 -
780401 -  ..
780402 - Automated MBO
780403 -
780404 - The article describes the technology of managing subjects for
780405 - documents as arrising from a more fundamental technology it calls:
780406 -
780407 -                    Document Image Processing
780408 -
780409 -    ...this approach represents the idea of using the computer to
780410 -    manage knowledge and ideas as related to "documents" which is an
780411 -    outdated paradigm or method.  SDS instead simply views the
780412 -    computer as a tool to synthesize and organize all information from
780413 -    all sources, making it a human thinking and remembering support
780414 -    tool.
780415 -
780416 -        [On 960626 difficulty of information backing up on computers.
780417 -        ref SDS 34 0001
780418 -    ..
780419 -    Another term that arises with using computers in the manner
780420 -    contemplated by SDS, is:
780421 -
780422 -                    Electronic Data Transmission (EDT)
780424 -     ..
780425 -    This comes up as short hand for email, but it is missing the need
780426 -    to integrate DIP and EDT with subject indexing, described in this
780427 -    article, which SDS provides to organize information that creates
780428 -    knowledge, per General Hatch, ref SDS 32 line 683.
780430 -  ..
780431 - Hypertext that links electronic documents is proposed for helping to
780432 - solve the paper problem by cross-referencing related information.
780433 - ref OF 12 RU3H
780434 -
780436 -  ..
780437 - SDS uses organic subject structures to identify organizational
780438 - objectives, and to organize and associate information according to
780439 - those objecitves, so we can always answer the question, what is the
780440 - status of this objective?
780441 -
780443 -  ..
780444 - Subject Indexing is Complex, Difficult
780445 - Knowledge Engineering Organizes the Record
780446 -
780447 - Follow up ref SDS 8 676K, ref SDS 1 OL6H.
780448 -
780449 - This article explains how difficult it is to create and maintain an
780450 - effective index of subjects using conventional manual methods and
780451 - computers. ref OF 12 4948
780453 -  ..
780454 - The article reflects analysis on 890523, ref SDS 3 SQ5L, and review on
780455 - 900303 of Jeremy's Campbell's book on Artificial Intelligence that
780456 - explains AI relies on formal logic, which fails because human
780457 - experience of repeated sequences establish cause and effect as the
780458 - primary determinate of human reasoning. ref SDS 7 3002  Therefore, an
780459 - organizing mechanism to associate experience into chunks of context,
780460 - and a means to classify context for comparing disparate events in
780461 - order to establish that a sequence of comparable context has actually
780462 - occurred.
780464 -  ..
780465 - Organic subject structure used by SDS for managing context to find and
780466 - assemble chronologies of cause and effect, was reviewed on 890523,
780467 - ref SDS 3 3F8H, and again on 910121. ref SDS 8 RR5I
780469 -  ..
780470 - Example of multiple meanings that increase associations make context
780471 - very complex for a simple picture developed also on 890523.
780472 - ref SDS 3 G14K
780474 -  ..
780475 - The reason subjects are complex and difficult to understand,
780476 - construct, maintain and apply is explained in POIMS. ref OF 20 0582
780477 -
780478 -     [On 920211 WBS uses organic structures, similar to SDS subject
780479 -     indexing; it is a hard job. ref SDS 12 5220
780481 -  ..
780482 - An example of keyword information retrieval not being functional is on
780483 - 891117 meeting for Santa Clara Jail litigation. ref SDS 6 5762
780485 -      ..
780486 -     [On 940510 multiple meanings based on context makes subject
780487 -     indexing difficult for organizing information on computers
780488 -     presented in HBR article. ref SDS 16 3829
780490 -      ..
780491 -     [On 960406 example illustrates typical ways people try to manage
780492 -     documents on computers and this fails causing loss of productivity
780493 -     and anger. ref SDS 31 5922
780495 -      ..
780496 -     [On 950710 advantages of SDS methodology was supported later by
780497 -     book "The Trouble with Computers, at ref SDS 23 0003, and later
780498 -     the author's paper on "Plato's Problem" on 960324. ref SDS 30
780499 -     8566]
780501 -      ..
780502 -     [On 960322 SDS helps meet risk of overlooked subjects, everything
780503 -     is related at a low level. ref SDS 29 7749
780505 -      ..
780506 -     [On 970116 Morris cited "fractionalized subjects" to illustrate
780507 -     complexity of knowledge management. ref SDS 36 1732]
780509 -      ..
780510 -     [On 980405 Morris explained subject management is too difficult
780511 -     for managers because everything is related to everything else.
780512 -     ref SDS 40 FN9F
780514 -      ..
780515 -     [On 990303 people can only manage 7 subjects at a time, and
780516 -     usually only 2 or 3. ref SDS 42 5328
780518 -      ..
780519 -     [On 990327 developed analogy of glasses in a cupboard to explain
780520 -     how new information changes meaning of what is already known.
780521 -     ref SDS 43 0594
780523 -      ..
780524 -     [On 990329 Seven Pinker explains the vastness of human thought
780525 -     reflects the complexity of existence that causes frustration in
780526 -     the conscious span of attention trying to comprehend that all
780527 -     information is related to everything. ref SDS 44 GP2S
780529 -      ..
780530 -     [On 000221 research for a Colloquium at Stanford on knowledge
780531 -     management found that organizing the work with subject indexing is
780532 -     a Pandora's Box of complexity. ref SDS 48 7455
780534 -      ..
780535 -     [On 000307 research sponsored by SRI for ad hoc team developing
780536 -     new technology found that knowledge management is a lot of hard
780537 -     work with conventional tools and practices. ref SDS 49 5182
780539 -      ..
780540 -     [On 031215 subject indexing difficult because information has
780541 -     multiple meanings based on context, excellent explanation
780542 -     with examples in Freeman's 1997 PhD thesis paper at Yale
780543 -     presenting Lifestreams to Professor Gelertner. ref SDS 55
780544 -     K37H
780546 -      ..
780547 -     [On 060831 people use only 5% of Microsoft features because Help
780548 -     is hard to use; subjects are listed by Microsoft engineers in the
780549 -     Help index differently from the way customers look to find help
780550 -     using the program. ref SDS 57 KA9H
780552 -      ..
780553 -     [On 070729 Everything is Miscellaneous book explains difficulty
780554 -     organizing the record causes people to store documents in stacks
780555 -     on desks, the floor, in cabinets, coffee table, anywhere handy,
780556 -     including the backseat of the car. ref SDS 58 IG9F
780557 -
780559 -    ..
780560 -   Solutions for Indexing
780561 -
780562 -   SDS organic subject structure began evolving in about 1985, and is
780563 -   explained in the record on 890523. ref SDS 3 T14T
780565 -    ..
780566 -   A baseline organic structure is needed for cross-referencing to
780567 -   reflect the multiple ways information can be viewed.
780569 -    ..
780570 -   The mind inherently organizes information for survival and then to
780571 -   satisfy needs and desires driven by human biology.  Therefore
780572 -   subject structures must reflect needs, which can be correlated to
780573 -   objectives, requirements and commitments.
780575 -    ..
780576 -   Experience shows that time and people are powerful organizing
780577 -   factors, because time is a limitation of life, and drives awareness
780578 -   of chronology which imparts understanding of causation which is the
780579 -   main tool for human survival, and people and organizations are
780580 -   biologically dominate forces in community.  Therefore tracking time
780581 -   and tracking people and organizations in relation to the sequence of
780582 -   events based on context offers a simple theory for organizing
780583 -   information that is fairly effective.
780584 -
780585 -       [On 960322 developed ideas to accomodate subject complexity so
780586 -       the work can be comprehensive, fast and accurate are at
780587 -       ref SDS 29 6544]
780589 -        ..
780590 -       [On 940824 for PG&E project. ref SDS 17 1411]
780592 -        ..
780593 -       [On 940827 example subject index for CDWR project at PG&E.
780594 -       ref SDS 18 0001
780596 -        ..
780597 -       [On 941124 example subject index for Gold Hill project at PG&E.
780598 -       ref SDS 19 0001
780600 -        ..
780601 -       [On 950630 example subject index for PMI professional event
780602 -       project, ref SDS 21 LK8R; theory of organizing the work
780603 -       indicates a work role may be needed, proposing a "controller,"
780604 -       ref SDS 21 LK9M,
780605 -
780606 -
780607 -
780608 -
780609 -
780610 -
780611 -
780612 -
780613 -
780614 -
780615 -
780616 -
780617 -
780618 -
780619 -
780620 -
7807 -