THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: March 14, 1999 10:56 AM Sunday; Rod Welch

Received letter from Roy on progress with NSF grant proposal.

1...Summary/Objective
2...SDS Scenario Can Be Improved with UML Graphics, Better Narrative
.....Scenario, Marketing Need Language from Standard Technologies
.....Com Metrics and SDS Explanations Need Better Writing
3...Communication Metrics Accomplishes Critical Management Needs
4...Marketing Identifies Path to Exploit Solution to Unstated Needs
5...Roy lists risks of maintaining SDS as a proprietary product...
6...Send link to GEM "Object to Fact flow" Diagram??
7...Dynamic Object scheme provides interesting structure.
8...Management Context structure seems similar to SDS methods
9...Voice Recognition Vendors Market Channel for SDS
10...Other Vendors Working on Catagorization Systems
11...Schedule Development (Calsch) - Solving 3 Problems
12...NSF terms of grant content ownership
.....Study Concepts - Technical Objectives


..............
Click here to comment!

CONTACTS 
0201 - Science Applications                 619 546 6000
020101 - Mr. Roy Roebuck, Ph.D.

SUBJECTS
GEM Roy Roebuck
Sel -evident Benefits
Unique Character of Communication Metrics
Marketing SDS, Communication Metrics
Anytime, Anywhere Intelligence
Virtual Office, Paperless Office
Graphics Showing Program Flow
Copywrite/Patent
Reverse Engineering
Writing Skills and Tips
Breakthroughs are difficult to Understand
Scenario Typical Day Using SDS

1614 -    ..
1615 - Summary/Objective
1616 -
161601 - Follow up ref SDS 51 0000, ref SDS 49 0000.
161602 -
161603 - Roy explains product development opportunities, and provides sources
161604 - on the NSF research proposal.  Are these related?  Would all of this
161605 - be part of the research effort? ref SDS 0 0084
161606 -
161607 - He credits SDS with solving "unstated needs" which is a marketing
161608 - advantage that must be exploited in time to avoid others from catching
161609 - up and gaining market share with a viable substitute. ref SDS 0 9614
161610 -
161611 - Roy sees I am having difficulty "selling" these ideas and suggests
161612 - writing skills for marketing.  I welcome this help. ref SDS 0 9952
161613 -
161614 -     [On 990315 sent response. ref SDS 51]
161615 -
161616 -
1617 -
1618 -
1619 - Progress
1620 -
162001 -  ..
162002 - SDS Scenario Can Be Improved with UML Graphics, Better Narrative
162003 -
162004 - Received letter from Roy, ref DRT 1 0001, responding to my letter on
162005 - 990310, ref SDS 49 2880, and previously on 990301, ref SDS 44 9503,
162006 - sending ref DIP 5.
162007 - ..
162008 - Roy has reviewed the SDS scenario, ref OF 1 3066, sent on
162009 - 990225... ref SDS 41 5062.  He offers ideas to improve the
162010 - presentation, and to provide assistance. ref DRT 1 3381
162011 -
162012 - He does not comment on "integrating" time and information management,
162013 - such that we do not have a schedule program and an information data
162014 - base program.  It is a single environment with features that work
162015 - together smoothly like the human mind. ref OF 3 8559  Roy does not
162016 - mention using TQM for management by adding "metrics" to
162017 - communications, as related in the scenario. ref OF 1 6205
162018 -
162019 - I reviewed the web site on Unified Modeling Language (UML) suggested
162020 - at ref DRT 1 4080 for creating a graphical model of SDS "use case."
162021 -
162022 -          http://www.omg.org/techprocess/meetings/schedule/
162023 -          Technology_Adoptions.html#tbl_UML_Specification
162024 -
162025 - I guess I need help on how UML resources can be applied.  Is there an
162026 - example?
162027 -
162028 -       [Roy did not respond.]
162029 -
162030 -
162031 -      ..
162032 -     Scenario, Marketing Need Language from Standard Technologies
162033 -
162034 -     Roy suggests Communication Metrics be explained using terminology
162035 -     from accepted technologies, specifically...
162036 -
162037 -            XML tagging,
162038 -            XLL as XML Extended Linking -XLink
162039 -            XML Extended Pointer - XPointer
162040 -            iCalendar.
162041 -
162042 -     ...which follows up his letter on 990301. ref SDS 44 9528
162043 -
162044 -         [On 000124 XML proposed for Dynamic Knowledge Repository (DKR)
162045 -         proposed by Doug Engelbart. ref SDS 59 3551]
162046 -
162047 -     A cross-referenced table may be helpful; is Roy doing this for his
162048 -     own work. ref DRT 1 5360
162049 -
162050 -     Could Roy provide an example of how the SDS scenario could be
162051 -     explained with these tools?  Not sure what he has in mind.
162052 -
162053 -       [Roy did not respond.]
162054 -
162055 -      ..
162056 -     Com Metrics and SDS Explanations Need Better Writing
162057 -
162058 -     Welch and Roebuck writing style is too complex...
162059 -
162060 -         Too many modifiers in phrases, clauses, and sentences.
162061 -
162062 -         Esoteric terms are used too frequently.
162063 -
162064 -         Common terms are used differently that reflect contextual, and
162065 -         personal history not widely shared.
162066 -
162067 -     These characteristics can be effective for specialists and peers.
162068 -     ref DRT 1 6625
162069 -
162070 -     Marketing to a broader public requires different writing style.
162071 -     ref DRT 1 6890
162072 -
162073 -     Roy has proofreading and editing support. ref DRT 1 3118
162074 -
162075 -     "Selling" new ideas requires special skills, and time for people
162076 -     to catch up.  It took 15 years for Postits to take off, reviewed
162077 -     on 970526. ref SDS 19 8333  More complicated things may take time
162078 -     as well.  HQUSACE just recently used "intelligence" in a document
162079 -     as a work role or business process. see 990304, ref SDS 47 1070
162080 -
162081 -     On 990305, Max Wideman worried that it took 40 years for ideas to
162082 -     find useful application in Communication Metrics. ref SDS 48 1836
162083 -
162084 -     On 990225 Roy's view of SDS was clear and concise. ref SDS 41 6956
162085 -     see also on 990301 ref SDS 45 0772   His understanding and talent
162086 -     can help others reach a "shared meaning," explained on 990312 in
162087 -     connection with Max's glossary project. ref SDS 50 6740  We need
162088 -     an audience and opportunity to tell the story over and over and
162089 -     over, and to enable others to experience and discover "meaning"
162090 -     through actual work.
162091 -
162092 -     Communication is a tough job.  Good editing for effective writing
162093 -     is a big help.
162094 -
162095 -
162096 -  ..
162097 - Communication Metrics Accomplishes Critical Management Needs
162098 - Marketing Identifies Path to Exploit Solution to Unstated Needs
162099 -
162100 - Roy credits SDS with powerful functionality in Communication Metrics
162101 - on the web, that satisfies a broad yet unstated need, ref DRT 1 0360,
162102 - providing significant capability for time-stamped and source-stamped
162103 - tags. ref DRT 1 6435
162104 -
162105 - Solving "unstated needs" provides a marketing advantage under Empathic
162106 - design criteria reviewed on 940508. ref SDS 3 6930
162107 - ..
162108 - How can this accomplishment be commercially exploited?  At some
162109 - point, "unstated needs" have to become clearly recognized needs, also
162110 - called "self-evident benefits."
162111 -
162112 -           [On 990427 Roy proposes to NSF deploying freeware for a web
162113 -           app that generates revenue from consulting. ref SDS 55 9522]
162114 -
162115 -       On 980803 Communication Metrics on the Internet provided
162116 -       "self-evident benefits." ref SDS 25 5141
162117 -
162118 -       On 981104 Communication Metrics on the Internet is "pretty neat"
162119 -       expresses solution to "unstated needs." ref SDS 28 4320
162120 -
162121 -       HQUSACE cited self-evident benefits on 981119, ref SDS 29 2272,
162122 -       affirmed on 990304. ref SDS 47 1362
162123 - ..
162124 - Roy suggests packaging SDS as a standards Draft Submission to
162125 - ISO, IEEE, EIA, ANSI, IETF, or W3C, unless we want to keep it
162126 - proprietary. ref DRT 1 0360
162127 -
162128 -           [On 990427 Roy proposes to NSF funding for preparing
162129 -           standards. ref SDS 55 9522]
162130 -
162131 -       SDS supports ISO criteria for traceability to original sources,
162132 -       reviewed on 950721. ref SDS 11 1740  This leads to "alignment"
162133 -       as a key part of "intelligence." ref OF 3 0582
162134 -
162135 -       More broadly, SDS provides an over-arching organizing scheme for
162136 -       everything that can be implemented by anyone at all organization
162137 -       levels for daily management and real-time decision making.
162138 -
162139 -   How would Standards Submission benefit Welch and those who help with
162140 -   this effort?
162141 -
162142 -       [Roy did not respond.]
162143 -
162144 -   How do we initiate action on this idea?
162145 -
162146 -           [On 990427 Roy proposes to NSF deploying freeware for a web
162147 -           app that generates revenue from consulting. ref SDS 55 9522]
162148 -
162149 - Roy lists risks of maintaining SDS as a proprietary product...
162150 -
162151 -   a.  Finance is needed to create this market and "lock" in a steady
162152 -       sales base. ref DRT 1 2720
162153 -
162154 -       Can finance be solved to exploit powerful self-evident benefits?
162155 -       ref SDS 0 9614
162156 -
162157 -       [Roy did not respond.]
162158 -       ..
162159 -   b.  SDS might be reverse engineered and offered as "new"
162160 -       capability under another name by someone else. ref DRT 1 7161
162161 -
162162 -       This is certainly a concern.  On 980722 Morris indicated SDS is
162163 -       difficult to reverse engineer. ref SDS 24 3280  More recently on
162164 -       990301 he cited this risk. ref SDS 45 9315
162165 -
162166 -       On 941114 IBM found that SDS is a new and more useful approach.
162167 -       They later paid $3.5B for Lotus Notes hoping it could do SDS
162168 -       stuff, but it can't. ref SDS 4 2473
162169 -       ..
162170 -   c.  SDS cannot be patented because functionality is "obvious"
162171 -       once the idea is presented; copyright provides some protection.
162172 -       ref DRT 1 3774
162173 -
162174 -       We might argue that patent is appropriate because the "obvious"
162175 -       functionality has not been discovered by anyone else.  Assuming
162176 -       that fails, the next level of protection is providing a better
162177 -       implementation by being first with a strong product and the
162178 -       support that makes it useful:  Communication Metrics.
162179 -
162180 -       Roy notes that SDS time and source tagging, and linking are
162181 -       explicit and visible as data, while most others hide constructs
162182 -       as metadata or system data. ref DRT 1 7392
162183 -
162184 -       Communication Metrics maintains that people need a lot of help
162185 -       with constant reminders of where they are in "knowledge space."
162186 -       Time identification is critical to provide orientation on cause
162187 -       and effect, per analysis on 990218. ref SDS 37 2972
162188 -
162189 -       Can Roy provide an example of an approach to time and source
162190 -       tagging that has hidden constructs?
162191 -
162192 -       [Roy did not respond.]
162193 -
162194 -
162195 - What are the opportunities and risks of giving up proprietary rights?
162196 -
162197 -   a.  ?
162198 -
162199 -   b.  ?
162200 -
162201 -   c.  ?
162202 -
162203 -
162204 -
162205 -
1623 -

SUBJECTS
Context Management
Context Traceability Support Understanding
Knowledge Management
Context Management
Context Linking Analysis Intelligence Adds Value

2108 -
210801 -  ..
210802 - Send link to GEM "Object to Fact flow" Diagram??
210803 -
210804 - Roy seems to suggest that I link to GEM, but it is not clear how to do
210805 - this or what will be linked. ref DRT 1 5328
210806 -
210807 - Need help on linking to GEM "Object to Fact flow" Diagram
210808 -
210809 -             http://www.one-world-is.com/rer/dem/img111.gif
210810 -
210811 -       [Roy did not respond.]
210812 -
210813 - His team working on a DOD project has done this for an "Enterprise
210814 - Management" improvement effort.
210815 -
210816 - How would this be accomplished?
210817 - ..
210818 - What is the objective?
210819 -
210820 - Based on Roy's understanding of SDS, ref SDS 0 9614, possibly he could
210821 - suggest some detail on what he has in mind.  Might SDS merely use the
210822 - "Object, Profile, Context, History" environment as a resource, as it
210823 - does other resources?
210824 -
210825 - Dynamic Object scheme provides interesting structure.
210826 -
210827 -             http://www.one-world-is.com/rer/dem/img033.gif
210828 -
210829 -      Some thought is needed on how a busy executive would use it.
210830 -
210831 -      Possibly a system applies it for him.  SDS is about giving the
210832 -      busy executive a way to handle a lot of information accurately
210833 -      and quickly.  There cannot be 4 or 5 more things to do, because
210834 -      then the guy will not have enough time.
210835 -
210836 -  ..
210837 - Management Context structure seems similar to SDS methods
210838 -
210839 -             http://www.one-world-is.com/rer/bei/img064.gif
210840 -
210841 -      This is a type of organic structure that SDS applies to
210842 -      everything, essentially with unlimited depth and cross
210843 -      relationships.
210844 -
210845 -      Yesterday, Max Wideman's paper used Context Maps. ref SDS 50 0360
210846 -
210847 -        [On 990427 Roy's NSF proposal is to deploy Context Management
210848 -        on the web as freeware to support Enterprise Management.....
210849 -        ref SDS 55 3360
210850 -
210851 -
210852 -
2109 -

SUBJECTS
Voice Data Entry
Speech Recognition Long Way in Future
Definition - Management Science

2606 -
260601 -  ..
260602 - Voice Recognition Vendors Market Channel for SDS
260603 -
260604 - Follow up ref SDS 44 9503, ref SDS 41 4758.
260605 -
260606 - Roy suggests SDS can provide Voice Recognition vendors the means to
260607 - use their product as "Knowledge" recording devices, with their
260608 - technologies at the front end, SDS in the middle, and appropriate
260609 - storing/linking technologies in the back end. ref DRT 1 2703
260610 -
260611 - On 990225 reviewed application of voice data entry. ref SDS 41 4758
260612 -
260613 -      [On 990404 Roy sent article on audio mining. ref SDS 52 1270]
260614 -
260615 - I reviewed the GEM slide "Information Technology Recycling," dated
260616 - 990314, to see how SDS as middle-ware would apply to other recorded
260617 - textual, seminstructured information systems...
260618 -
260619 -          http://www.one-world-is.com/rer/dem/slides/img089.gif
260620 - ..
260621 - There is a lot here on components of information processing,
260622 - including a definition of "management" presented previously on 990215.
260623 - ref SDS 34 3510 ...
260624 -
260625 -      The resolution of complexity and diversity in science and society
260626 -      into a system of controlled order, citing the encyclopedia of
260627 -      management
260628 -
260629 - Does Roy have a source for the "encyclopedia of management"?
260630 -
260631 -    Who publishes it?  Can we get it on the web?
260632 -
260633 -
260634 - Need help to see where Communication Metrics fits in the GEM slide.
260635 -
260636 - How in particular does voice recognition fit.  It might be useful, but
260637 - does not seem necessary to accomplish the objective of GEM.
260638 -
260639 - Seems like this could be part of NSF research effort, to evaluate how
260640 - well this concept might be implemented in the real world.
260641 -
260642 -
260643 -
260644 -
260645 -
2607 -

SUBJECTS
Subject Indexing
Distinguished from Other Systems/Methods
Organic Subject Structure
Objectives, Identifying, Correlating
Repository of Experience

4208 -
420801 -  ..
420802 - Other Vendors Working on Catagorization Systems
420803 -
420804 - Roy cites one of several possible competitors to the SDS method of
420805 - categorization, indexing, tagging, at...
420806 -
420807 -                   http://www.autonomy.com.
420808 -
420809 -    ... ref DRT 1 7224
420810 -
420811 - Autonomy Publishing Corp seems to support Knowledge Management with
420812 - tools to handle a lot of information automatically.
420813 -
420814 -            Catagorize
420815 -            Hyperlink
420816 -            Search
420817 -            Deliver
420818 -            Alert
420819 -        *   Fusion
420820 -            Personalization
420821 -            Profiling
420822 -            Visualization
420823 -
420824 -   *  Fusion seems to be a search engine across software programs,
420825 -      e.g., LN, Word, Powerpoint (is there "knowledge" in a Powerpoint
420826 -      file that contributes to anything?), the web, etc.
420827 -
420828 - Autonomy says that when a piece of information comes in, the system
420829 - will read it, determine what it is about, catagorize it, tag it, or
420830 - put it in the right place, automatically.
420831 -
420832 - Question:
420833 -
420834 -    Who is relying on this "system" to do their thinking for them?
420835 -
420836 -    How long have they been doing it?
420837 -
420838 -    Give an example of how the system would "read" the one sentence
420839 -    letter from USACE received on 990303, and decide what it is about?
420840 -    ref SDS 46 9499
420841 -
420842 -    How about a multi-sentence letter?
420843 -
420844 -    How about an SDS record?
420845 -
420846 -
420847 -
4209 -

SUBJECTS
XML
Schedule Calendar Software
IETF Calendar Schedule Working Group CALSH

4606 -
460601 -  ..
460602 - Schedule Development (Calsch) - Solving 3 Problems
460603 -
460604 - Follow up ref SDS 44 8492.
460605 -
460606 - Roy seems to be completing the letter he began on 990301,
460607 - recommending review of IETF Calendaring and Scheduling standards...
460608 -
460609 -               http://www.imc.org/ietf-calendar
460610 -
460611 - It appears that I looked at this on 990301. ref SDS 44 5400
460612 -
460613 - Today, he says the iCalender DTD at...
460614 -
460615 -               http://www.imc.org/draft-dawson-ical-xml-dtd
460616 -
460617 - ...used in conjunction with XLL provides a good foundation for
460618 - building SDS as an XML application on top of XML-enabled Application
460619 - and Database Server(s). ref DRT 1 5160
460620 -
460621 - I agree that these "standards" may help SDS become a broad and simpler
460622 - implementation, and this would be useful for many reasons.  We need to
460623 - see how they can be integrated with a diary and all other information
460624 - forms.
460625 -
460626 - Is this a component of NSF research?  It seems useful apart from the
460627 - research effort.
460628 -
460629 - Has Roy worked with these methods or worked with people who could
460630 - support the effort he has in mind?
460631 -
460632 -     [Roy did not respond.]
460633 -
460634 -
460635 -
4607 -

SUBJECTS
Requirements
Ownership Work Product/Research
Technical Objectives, Research Goals

4906 -
490601 -  ..
490602 - NSF terms of grant content ownership
490603 -
490604 - Follow up ref SDS 41 3839.
490605 -
490606 - Are Roy's ideas for SDS part of the NSF research grant?
490607 -
490608 -      e.g., XML, calendaring, speech recognition, etc.?
490609 -
490610 -     [Roy did not respond.]
490611 -
490612 -        [On 990427 Roy explains Com Metrics fits in Context Management
490613 -        per ref SDS 55 0204]
490614 -
490615 -        [On 990427 Roy proposes to NSF deploying freeware for a web app
490616 -        that generates revenue from consulting. ref SDS 55 9522]
490617 -
490618 - NSF Info relevant to us is at...
490619 -
490620 -
490621 -                http://www.eng.nsf.gov/sbir/index.htm
490622 -
490623 -
490624 - ... ref DRT 1 2610
490625 -
490626 - I reviewed the introduction and it seems to me that Communication
490627 - Metrics is "cutting edge" technology that meets the criteria for
490628 - applying multi-discipline knowledge.
490629 -
490630 - This may be a way to do the education study discussed with University
490631 - of Santa Clara on 951012. ref SDS 13 7477
490632 -
490633 - What is Roy's take on these provisions relative to our objectives?
490634 -
490635 - I looked at section 3 on the format.  The links to samples return
490636 - blank pages.
490637 - ..
490638 - We need to develop a program and schedule to meet NSF 990609
490639 - submission deadline. ref OF 11 0603
490640 -
490641 -     [On 990609 submitted proposal. ref SDS 56 0001]
490642 -
490643 -     [On 990616 re-submitted proposal. ref SDS 58 0001]
490644 -
490645 - He cites Chapter 1 of the SBIR/STTR guide for 99. ref DRT 1 2610
490646 -
490647 -                http://www.nsf.gov/pubs/1999/nsf9957/Chapt-1.htm
490648 -
490649 -                http://www.nsf.gov/pubs/1999/nsf9957/Chapt-8.htm#IT
490650 -
490651 - ...to see where both our efforts, singly and jointly, would apply.
490652 -
490653 - Retention of ownership of the resultant research and data, and the
490654 - government's rights to it, is at...
490655 -
490656 -               http://www.nsf.gov/pubs/1999/nsf9957/Chapt-5.htm#BM5_5
490657 -
490658 - ...through Section 5.8.
490659 -
490660 -
490661 -      ..
490662 -     Study Concepts - Technical Objectives
490663 -
490664 -     On 980328 reviewed study issues. ref SDS 23 5426
490665 -
490666 -     On 990225 developed possible objectives for NSF research project
490667 -     on Com Metrics. ref SDS 41 0788
490668 -
490669 -     Melding macro and micro management systems from work on 990218.
490670 -     ref SDS 36 2808
490671 -
490672 -     Technology for daily management to increase use of mental capacity
490673 -     above 2%.
490674 -
490675 -     Rework theory based on limited span of attention.
490676 -
490677 -         Management is essentially bumbling, or more politely called
490678 -         "problem handling" and "expediting."
490679 -
490680 -         [On 990423 completed review NSF requirements. ref SDS 53 3460]
490681 -
490682 -         [On 990425 Morris proposed similar subject. ref SDS 54 6410]
490683 -
490684 -         [On 990427 Roy submits initial proposal. ref SDS 55 9522]
490685 -
490686 -     Subject Identification and Management
490687 -
490688 -     Clear, Concise, Complete Communication via Internet
490689 -
490690 -     Intelligence organize, anlayse, align, summarize and deliver via
490691 -     Internet.
490692 -
490693 -         [On 990427 Roy's NSF proposal does not seem to contemplate a
490694 -         study or research. ref SDS 55 9522]
490695 -
490696 -         [On 990615 Phase I Technical Objectives identified in proposal
490697 -         to NSF. ref SDS 57 3844]
490698 -
490699 -
490700 -
490701 -
4908 -
4909 -
Distribution. . . . See "CONTACTS"