Dan Palanza
dan@capecod.net


Date: Wed, 04 Aug 1999 06:44:59 -0400



Mr. Rod Welch
The Welch Company
440 Davis Court #1602
San Francisco, CA 94111 2496
rowelch@ibm.net

Subject: NSF Proposal #9961176
Communication Metrics
Context Management, Pattern Language, Accountability

Dear Rod,

[Responding to your letter on August 3, 1999...]

Rod Welch wrote...

On fear of accountability, see the work on 980405

Quality and accountability, in my experience have much in common. When done right people love them; when done wrong people hate them.

On Quality:

Quality grows our of work people take personally. People take their work personally when a payment system credits their account for their action. The credit can be monetary, or applause, but that credit has to appear.

On Accountability:

Accountability is embraced when the system of assignment is positive and fair. People reject accountability when biased, inferior reporting is held against the accountable person. Few things in life are more disheartening than actions taken out of context and then held against the actor.

What quality and accoutability have in common is a need for a positive focus relative to the individual and integrity relative to the common application of the system. Note the binary nature of individual and common.

Bookkeeping follows a definite pattern relative to its own quality and accountability.

I believe the bookkeeping pattern would work in your system too (perhaps it already does and I don't know it). Bookkeeping is about artifacts and their ownership. Artifact and ownership have a binary relation. A binary relation means that when the artifact changes ownership changes. In an unbiased accounting if I improve your artifact, the system will credit me with a share of that artifact's ownership. If you pay me for my contribution to your artifact, the system gives the credit for ownership back to you.

In an information system, artifact is the message and ownership is the speaker. In the bookkeeping pattern this would not be enough to create a positive accounting. One must also track the context in which the words are spoken. In bookkeeping this would be in analogy to which contract--read artifact--work has been applied. The more detailed and fair the accounting the better it will be accepted and used.


Rod Welch wrote...

Explore a bit moving the screen up and down with the scroll bar, and notice how the record is segmented by blocks of "SUBJECTS."

If there is a better implementation, a way to refine the design, that should be considered carefully.

Let me do a quick run through of the bookkeeping universal pattern and perhaps you can better tell whether this pattern can be helpful in your architecture.

Bookkeeping's final goal is to generate accurate reports relative to artifact and ownership.

The artifact report is called the...

Profit or Loss statement

It simply reports the expenses incured producing an artifact, or artifacts, in relation to the revenue those same artifacts generate in the marketplace. When revenue exceeds expense, artifact[s] are profitable.

The ownership report is called "The...

Balance Sheet

It simply reports the state of ownership at a specific point in time. If ownership is a company, the Balance Sheet tells who owns that company and how the equity in that company is distributed. For example accounts receivable or payable, inventory, work in process, cash, buildings, stock, and etc.

As simple as the Profit Statement and Balance Sheet might seem, when there are both many users and contracts that have numerous artifacts, producing a fair and accurate accounting is no trivial task. So bookkeeping sticks to a very simple pattern I call The...

Binary Unit

In the company, or contract, the artifact is *subject matter* and ownership is an *object image*. Subject matter is tracked in a system of *debits* while the object image is tracked in a simultaneous system of *credit*.

Subject matter is *resources* coming into the artifact and *production* going out of the artifact. So, again, we have The Binary Unit of Artifact made up of Resource/Production.

Obect image is *history* composed of ownership assignments and *policy* by which those assignments are made. So again we have The Binary Unit of Ownership made up of History/Policy. Policy rules get a lot more attention today because the computer allows for policy to be much more specific than it ever was in the past.

And so we get a diagram that looks like this:


Policy / Object Ownership / \ / History / Commerce \ \ Production \ / Subject Artifact \ Resource

Instead of applying this binary pattern to commerce let's apply it to communication.

The "subject artifact" is what was said in the message. "Resources" are the words, "Production" is the context; the contract of which the words are a part. The product may be a combination of one or more resource messages.

The "object ownership" is who said what. "History" is an image composition -- database with linked interface -- able to report a system of context within context (this is just what a balance sheet in a network architecture must do in reporting the balances of just an artifact, just a contract, or just a particular company). "Policy" is the rules by which ownership data can be accessed.


Rod Welch wrote...

This may not be a big priority, but I am curious from your experience as a general contractor about your take on Common Administration, as explained on 990328 to the U.S. Army Corps of Engineers.

[which is linked to a record on 990419...]


211704 - Dave got my letter, ref DIP 3 re-sent on 990413, ref SDS 44 9759, and
211705 - linked to work on 990328 for "Common Administration" ref SDS 40 9641
211706 -
211707 - He read a lot of the links in the letter.  Dave feels our goal for...
211708 -
211709 -              "clear, concise, complete communications"
211710 -
211711 - ...is hard to accomplish because the ease in opening automated links
211712 - leads people to open everything, and this takes forever, because the
211713 - record is endless, and leads the mind away from objectives, per the
211714 - analysis on 990211, ref SDS 31 7329, and on 980712. ref SDS 25 6804

Dave's complaint is valid.

But by using the binary unit pattern above, Dave could access only the messages in that part of the composition of links associated with a particular contract context. And he could only do so if policy so allowed.

When this level of accountability and control is in place, your communication product would be extremely valuable in a number of context I can think of, most particularly software developement.

But notice too how naturally the pattern applies to the law, where contracts are cases.

Sincerely,


Dan

Dan Palanza
dan@capecod.net


Copy to:

  1. jcservo
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  2. Nerlove, Sara B"
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