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


S U M M A R Y


DIARY: July 16, 1999 02:16 PM Friday; Rod Welch

Received NSF Phase I Final report from Dan Palanza on bookkeeping.

1...Summary/Objective
2...Project Goals Evolved Toward Generic Management System
3...Binary structures are inherent balancing elements of nature
4...Pattern Language
5...Microsoft Monopoly Position in PC Operating Systems
6...Network Bookkeeping Allocates Payments Expenses on Internet
7...Project Goals Migrated Toward Greater Emphasis on Communication
8...Partnership leverages Communication


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CONTACTS 
0201 - Dan Palanza and NSF                  508 548 7421
020101 - Mr. Dan Palanza

SUBJECTS
Commercial Partners for Phase II Funding
Partners to Support Development
Final Report, Palanza, 990716

0605 -    ..
0606 - Summary/Objective
0607 -
060701 - Follow up ref SDS 16 0000, ref SDS 15 0000.
060702 -
060703 - Sent Dan a direct email reminding him to send me his final report per
060704 - my letter, ref DIP 7 linked to the record on 990710. ref SDS 16 0001
060705 -
060706 - Very cursory initial review shows some common ground with respect to
060707 - goals for communication support. ref SDS 0 7777
060708 -
060709 - Submitted ref DIT 1 linked to this record for consideration of Common
060710 - Administration.
060711 -
060712 -    [On 990718 submitted to Morris for information. ref Sds 18 0001]
060713 -
060714 -    [On 990802 followed up with Morris. ref Sds 23 3569]
060715 -
060716 -
0608 -
0609 -
0610 - 2005
0611 -
061101 -  ..
061102 - Project Goals Evolved Toward Generic Management System
061103 -
061104 - Received ref OF 4 0001 from Dan.
061105 -
061106 - Original goal of Phase II was to build a bookkeeping product. ref OF 4
061107 - 8944
061108 -
061109 - As a result of performing Phase I, goal has changed to providing a
061110 - stronger management system, ref OF 4 1378
061111 -
061112 -     The essense of the "management system" is not explained.
061113 -
061114 -       Actually, there is a sort of explanation in the beginning of the
061115 -       paper, ref OF 4 8765, thus...
061116 -
061117 -       ... instead we will be creating a grammatical model for double
061118 -       entry bookkeeping composed of balanced relations between
061119 -       mathematical/grammatical aspects typical of complementary roles
061120 -       played by debits/credit in a bookkeeping system.
061121 -     ..
061122 -     The bookkeeping system would be provided as a service to
061123 -     participants in the network management system. ref OF 4 1378
061124 -
061125 - A website is provided to show traditional bookkeeping. ref OF 4 9677
061126 -
061127 -
061128 -
0612 -

SUBJECTS
Binary Forces
Binary Forces of Nature
Binary Structures
Bookkeeping Double Entry

1007 -
100701 -  ..
100702 - Binary structures are inherent balancing elements of nature
100703 -
100704 - Dan's Phase I report amplifies implications reflected by debits and
100705 - credits in bookeeping and accounting. ref OF 4 2016
100706 -
100707 - Network bookkeeping seems to recede somewhat in the paper, because the
100708 - binary conceptual framework leads into broader application.  This
100709 - appears to change the objectives discussed with Dan on 990706,
100710 - ref SDS 15 0783,
100711 -
100712 -     This aligns with New World Order... paper, developed on 950812,
100713 -     ref SDS 4 DH7K, that observes human intelligence builds binary
100714 -     structures at the lowest levels of complexity in the microcosm of
100715 -     the human mind. ref OF 2 4346
100716 -     ..
100717 -     POIMS cites primary binary forces in human cognition as the
100718 -     struggle between thinking and doing. ref OF 1 3385  POIMS cites
100719 -     the need for balance between speaking and writing, as a
100720 -     manifestation of the underlying tension. ref OF 1 6944, also, in
100721 -     the NWO... ref OF 2 5738 and ref OF 2 8218
100722 -     ..
100723 -     These binary and balance principles integrate Dan's ideas on
100724 -     network bookkeeping, and Com Metrics, as discussed on 990710.
100725 -     ref SDS 16 1368
100726 -
100727 -       [On 990718 Dan asked about balancing risks and benefits of using
100728 -       the Internet for daily communication. ref SDS 19 6344]
100729 -
100730 -       [On 990727 received article on need to balance risks and
100731 -       advantages of new features for Internet access that are part of
100732 -       Microsoft Office 2000. ref SDS 20 9788 and ref SDS 20 6935]
100733 -
100734 -
100735 -
100736 -
100737 -
1008 -
1009 -

SUBJECTS
Pattern Language

1204 -
120401 -  ..
120402 - Pattern Language
120403 -
120404 - Pattern language is discussed in the Phase I NSF report in relation to
120405 - double-entry bookkeeping issues. ref OF 4 6570
120406 -
120407 -
120408 -
120409 -
120410 -
120411 -
1205 -

SUBJECTS
Microsoft Anti-trust Lawsuit

1304 -
130401 -  ..
130402 - Microsoft Monopoly Position in PC Operating Systems
130403 -
130404 - Microsoft control of operating system is discussed in the Paper at...
130405 - ref OF 4 8582
130406 -
130407 -     Seems like the project bookkeeping system may be aimed at, or
130408 -     could be applied, to permit a wider range of people to jointly,
130409 -     .... what? ... evolve, share, manage, profit from... the PC
130410 -     operating system, which Gates now controls under conventional
130411 -     bookkeeping practices.
130412 -
130413 -     Dan's network bookkeeping permits allocating credit and ownership
130414 -     in the formulation of complex software, and other systems, with
130415 -     greater precision, than current practice.
130416 -
130417 -        [On 990804 cited this capability. ref SDS 24 4148]
130418 -
130419 -        [On 000201 intellectual property rights for a knowledge
130420 -        management environment was the subject of a conference
130421 -        sponsored by the National Academy of Sciences. ref SDS 25 5550]
130422 -     ..
130423 -     Need examples of how to implement and results of this
130424 -     difference on users and participants.
130425 -
130426 -
130427 -
130428 -
1305 -
1306 -

SUBJECTS
Commercial Partners for Phase II Funding
Partners to Support Development
Final Report, Palanza, 990716
Common Administration
Accounting Practices
Accounting Bookeeping Payment Attribution Open Source Encourages Cont
Computer Aided Management
Bookkeeping Accounting Attribution Credit, Polanza, 990716
Networking Does Not Improve Productivity, Reliability
Accounting Pattern Language for Context Management
Bookkeeping Accounting Payment Attribution Open Source Encourages Con

2514 -
251401 -  ..
251402 - Dan's general contracting work led to system of network bookkeeping.
251403 - ref OF 4 6944
251404 -
251405 -     Common experience might provide synergy for collaborating on
251406 -     further development, as discussed on 990713. ref SDS 16 1070
251407 -
251408 -
251409 -
251410 - Phase I research method used "study groups." ref OF 4 0978
251411 -
251412 -     The report says: "In my research from 1994 - 1998 Dan developed a
251413 -     deeper understanding of the binary pattern language worked out by
251414 -     the Chinese in I Ching." ref OF 4 1505
251415 -     ..
251416 -     Question - who is the object of "my" if it is not "Dan"?
251417 -
251418 -     Having a team is critical to progress.
251419 -
251420 -
251421 -  ..
251422 - Network Bookkeeping Allocates Payments Expenses on Internet
251423 -
251424 - Follow up ref SDS 16 0864.
251425 -
251426 - "Subjects" are discussed at ref OF 4 2897.
251427 -
251428 -     Once a binary pattern is set and codes are assigned to each
251429 -     archetypal context of change through which transactions can flow,
251430 -     routine coding can create a single journal of transactions capable
251431 -     of reporting ledgers for an entity, or for users of that common
251432 -     entity.  (Recording intellectual change among users is new to
251433 -     bookkeeping.)  Once community level accounting is in place new
251434 -     com- mercial capabilities can be enabled.  For example, ownership
251435 -     of a rules based software system, used by the entire community,
251436 -     can be distributed on a merit basis to the actual contributor
251437 -     members of that particular software system in that particular
251438 -     community.  This works because debits and credit interpreta- tion,
251439 -     focusing context within context, can be applied to any level of
251440 -     detail users of the system are willing to invest to know their
251441 -     individual contributions. A community of owners can be made up of
251442 -     many entity types.  For ex- ample, the ability of a bookkeeping
251443 -     system to extend commercial influence into a culture requires a
251444 -     governing entity to make and enforce rules of ownership.
251445 -     ref OF 4 06ZZ
251446 -
251447 -        [On 990802 SDS supports network bookkeeping. ref SDS 22 2226
251448 -
251449 -        [On 001224 similar ideas for attribution to pay people for
251450 -        contributing on open source projects. ref SDS 26 ST9K
251451 -
251452 -        [On 020629 Volitional Partners may be proposing similar idea.
251453 -        ref SDS 27 KA5U
251454 -
251455 -  ..
251456 - Entropy is discussed at ref OF 4 8966
251457 -
251458 - The process uses or supports object oriented programming. ref OF 4
251459 - 1505
251460 -
251461 - Example or explanation of implementation is explained. ref OF 4 9683
251462 -
251463 -  ..
251464 - Goal of project is to complement traditional bookkeeping which is
251465 - described as a hierarchial system, with a "network" system. ref OF 4
251466 - 4914
251467 -
251468 -     Conducting business in a closed market, where competition is for
251469 -     refinement of intellectual property, is a new idea. Two schools of
251470 -     commercial architecture would offer two types of competitive
251471 -     business model to choose from.  The context type - open or
251472 -     closed-applied in a free enterprise market, will then decide which
251473 -     architecture of the two choices ought to be applied.  In any given
251474 -     context, the two are complements, so in effect they both are
251475 -     winning. Nonetheless, by properly applying each winning
251476 -     architecture, free market forces of open and closed economic
251477 -     competition, according to context, free enterprise will always be
251478 -     applied within the architecture of focus by a particular group.
251479 -     ref OF 4 XO7N
251480 -
251481 -
251482 -  ..
251483 - Project planned to apply network bookkeeping system to the project,
251484 - and this has been difficult. ref OF 4 2280
251485 -
251486 -      Communication Metrics Phase I project similarly, intends to use
251487 -      the process and tools to support the project. ref OF 7 3136
251488 -
251489 - Goal was not met for Phase I. ref OF 4 8995
251490 -
251491 -     [On 001224 report that Xanadu developed effective method of
251492 -     attribution; no work product is submitted to support the report.
251493 -     ref SDS 26 ST9K
251494 -
251495 -  ..
251496 - Project Goals Migrated Toward Greater Emphasis on Communication
251497 - Partnership leverages Communication
251498 -
251499 - Internet web sites have been set up to support application of project
251500 - methods and tools. ref OF 4 9666
251501 -
251502 - "Productization" encompases this "Internet" part of the project which
251503 - seems to describe an environment to enable diverse people and
251504 - organizations to work together as a network of skills and resources.
251505 - ref OF 4 0990
251506 -
251507 -  ..
251508 - Communication is a major component of community, under analysis on
251509 - 950327. ref SDS 3 4822
251510 -
251511 - Communication Metrics might contribute to this effort, as follows...
251512 -
251513 - On 990225 this potential was cited by Roy Roebuck. ref SDS 6 6956
251514 -
251515 -  ..
251516 - "Balance" of complementary forces cited in the paper, ref SDS 0 4940,
251517 - correlates with numerical and grammatical (language) components of
251518 - communication.  In this context, Dan's bookkeeping management methods
251519 - may "compliment" Communication Metrics.
251520 -
251521 -       [On 990718 Dan asked about balancing risks and benefits of using
251522 -       the Internet for daily communication. ref SDS 19 6344]
251523 -
251524 -       [On 990727 received article on need to balance risks and
251525 -       advantages of new features for Internet access that are part of
251526 -       Microsoft Office 2000. ref SDS 20 9788]
251527 -
251528 -  ..
251529 - Two initial ideas...
251530 -
251531 -  1.  Common Administration in contract management, might interest Dan
251532 -      from his background in construction, under the record on 990328
251533 -      for USACE. ref SDS 7 9641
251534 -
251535 -          On 990507 HQ USACE issued initial endorsement for this new
251536 -          approach. ref SDS 9 4956
251537 -
251538 -             [On 990728 asked Dan for comments. ref SDS 21 0001]
251539 -
251540 -             [On 990802 Dan comments, ref SDS 22 5711]
251541 -
251542 -  2.  Partnership concepts correlate with Dan's emphasis on binary
251543 -      structures.
251544 -          ..
251545 -          On 990625 Kaiser Medical applies concept using
251546 -          doctor/patient partnership communication model. ref SDS 11
251547 -          4185
251548 -
251549 -          On 990715 propose partnership model for automobile service.
251550 -          ref SDS 17
251551 -
251552 -
251553 -
251554 -
251555 -
251556 -
251557 -
251558 -
251559 -
251560 -
251561 -
251562 -
251563 -
251564 -
251565 -
251566 -
Distribution. . . . See "CONTACTS"