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


S U M M A R Y


DIARY: May 9, 2000 07:28 AM Tuesday; Rod Welch

Set meeting at Intel on DKR issues; meeting deferred.

1...Summary/Objective
2...Set Meeting Location at Intel
3...Jack Park Cannot Meet on Wednesday at 0400p, Will Procede with Eric
4...Developed Agenda to Define Common Vision
................Common Vision of Knowledge Management
.......Who are we.... introduction
.......Why are we here.... common vision
.......What do we want to accomplish...
....................SDS core engine of Knowledge Management
.......How do we get there.


..............
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CONTACTS 
0202 - Intel Corporation                    408 765 8080                                                                                                                  O-00000704 0201
020201 - Mr. Morris E. Jones; Business Unit Manager =408 545 9521                                                                                                         O-00000704 0201
020202 - morris.jones@intel.com                                                                                                                                           O-00000704 0201
020203 - Cable Network Operation                                                                                                                                          O-00000704 0201

SUBJECTS
Customer Requests for Information
Proposal Ideas, Terms, Scope of Services
SRI DKR Project, 000503
Alliances on Development
License Agreement
Planning Next Version
Proposal on License
SDS Schedule Diary System, 000227
Explore Bus Model for SDS and DKR License Support

1511 -    ..
1512 - Summary/Objective
1513 -
151301 - Follow up ref SDS 15 0000, ref SDS 14 0000.
151302 -
151303 - Arranged to meet at Intel, Jack sent notice that he cannot attend the
151304 - meeting.  Reviewed the agenda, and developed preparations to focus on
151305 - defining KM, based on Eric's letter to the Colloquium on 000212.
151306 -
151307 - Called parties to notify of progress.
151308 -
151309 - Submitted ref DIT 1 0001 to Morris with copies to Eric and Jack,
151310 - linked to this record for reference.   Transmitted the stuff in a
151311 - single email, with stacked attachments.
151312 -
151313 - Submitted ref DIT 2 0001 to Morris linked to this record to confirm
151314 - that meeting is deferred, per below. ref SDS 0 1275
151315 -
151316 -    [On 000512 received letter from Eric requesting meeting.
151317 -    ref SDS 17 0001
151318 -
151319 -    [On 000513 scheduled meeting for 000517. ref SDS 18 0001
151320 -
151321 -
151322 -
151323 -
1514 -
1515 -
1516 - Discussion
1517 -
151701 -  ..
151702 - Set Meeting Location at Intel
151703 -
151704 - Follow up ref SDS 15 1739.
151705 -
151706 - Reviewed the letter, ref DIP 4 0001, sent yesterday confirming
151707 - arrangements for meeting, and setting out preliminary agenda.
151708 -
151709 - While we talked, Morris scheduled the meeting for a conference room at
151710 - Intel in the lobby....
151711 -
151712 -
151713 -       Intel
151714 -       350 East Plumeria
151715 -       San Jose, CA  95124
151716 -
151717 -
151718 -     Take Montegue East past 1st street, and turn right on Pulmeria, go
151719 -     one block past stop sign.  Intel is on the left side of the
151720 -     street.  There is a small sign showing Intel.
151721 -
151722 -  ..
151723 - Jack Park Cannot Meet on Wednesday at 0400p, Will Procede with Eric
151724 -
151725 - While we were talking, Morris got a letter from Jack Park saying Adam
151726 - has given him an assignment that conflicts with meeting on Wednesday
151727 - at 1600.
151728 -
151729 - Morris said his schedule is otherwise booked for the next few weeks,
151730 - so we cannot change the time to accomodate. Jack.
151731 -
151732 - Will proceed with initial meeting, and if progress occurs, will
151733 - include Jack in follow up efforts.
151734 -
151735 -    OA 1108
151736 -
151737 -    After this call received Jack's letter, ref DRT 1 0001, confirming
151738 -    he cannot meet tomorrow.
151739 -
151740 -
151741 -
151742 -  ..
151743 - Developed Agenda to Define Common Vision
151744 -
151745 - We reviewed the agenda in the record on 000508. ref SDS 15 1739
151746 -
151747 - Morris suggested that we focus on exploring a...
151748 -
151749 -
151750 -                Common Vision of Knowledge Management
151751 -
151752 -
151753 - ...with following agenda...
151754 -
151755 -     •  Who are we.... introduction
151756 -
151757 -     •  Why are we here....  common visiont>
151758 -
151759 -
151760 -            Elevator version, per Eric on 000423. ref SDS 9 5933
151761 -
151762 -
151763 -                         Augment human Intelligence
151764 -
151765 -
151766 -               An interactive tool for discussion and deliberation that
151767 -               records the decisions and their rationales so that the
151768 -               knowledge gained can be applied to future projects.
151769 -
151770 -               This is pretty close to the way Morris described SDS on
151771 -               911123...
151772 -
151773 -                 ...SDS is a tool to record, assemble and analyse facts
151774 -                 and ideas about events to guide decisions plan the
151775 -                 work and follow up to ensure decisions and plans are
151776 -                 carried out. ref SDS 1 0477
151777 -
151778 -
151779 -     •  What do we want to accomplish...t>
151780 -
151781 -
151782 -                    SDS core engine of Knowledge Management
151783 -
151784 -            ...set out in Eric's letter to Colloquium on 000212.
151785 -            ref SDS 4 9790
151786 -
151787 -            ...capture design notes for each part of the specification,
151788 -            as they arise in the mind from meetings, calls, documents
151789 -            and performing daily work.  This record on "design notes"
151790 -            would not appear in the "functional specification." But
151791 -            work to prepare the design document could draw on the
151792 -            resource by a request... ref DRP 1 6370
151793 -
151794 -            ...a "document" shouldn't be an isolated entity, but rather
151795 -            a "labeled view" on a nexus of nodes. ref DRP 1 0874  He
151796 -            feels a means is needed for starting new documents by using
151797 -            thinking from prior related endeavors, commonly called
151798 -            "experience." ref DRP 1 2352
151799 -
151800 -            Augments human memory....
151801 -
151802 -            •  Dovetails with the way we think, ref DRP 1 /A>
151803 -
151804 -            •  Mirrors the way people think in exploring design
151805 -               alternatives. ref DRP 1 6804
151806 -
151807 -               record of thinking makes it easier to revise decisions
151808 -               at a later stage, when new technology is discovered.
151809 -
151810 -               capture ideas as they occur, in such a way that they do
151811 -               not interfere with the flow of the original document --
151812 -               the functional specification. ref DRP 1 6675
151813 -
151814 -            •  Ideas are saved. They all come surging back when the
151815 -               designing starts, so that there is a better chance that
151816 -               nothing is overlooked. ref DRP 1 7980
151817 -
151818 -            •  Tracks implications, which augments reasoning.
151819 -               ref DRP 1 3363
151820 -
151821 -     •  How do we get there.
151822 -
151823 -        Plan reviewed with Jack on 000503. ref SDS 12 6903
151824 -
151825 -
151826 - Background.
151827 -
151828 - We reviewed the record this morning showing Jack and I have a common
151829 - vision about KM, but not on how to achieve it.  Jack wants to get
151830 - there through open source.  I want open source to develop the list of
151831 - add ons that provide Enterprise Management, per record on 000423.
151832 - ref SDS 9 8000
151833 -
151834 - Eric feels KM and DKR are not well enough defined to build something,
151835 - per his letter on 000503, ref SDS 13 5033, but he seems to have a
151836 - strong awareness that we need a revenue stream to get the work done,
151837 - per his analysis of Paul Fernhout's concerns on 000423 about licensing
151838 - for open source projects. ref SDS 9 0784
151839 -
151840 -
151841 -  ..
1519 -
1520 -
1521 - 0752 called Jack
1522 -
152201 - Thanked Jack for letting us know about his schedule conflict, and
152202 - reviewed agenda.
152203 -
152204 - Jack seemed to concur with Morris 's suggestion for the meeting to
152205 - focus on developing a common vision of KM. ref SDS 0 0936
152206 -
152207 - Will keep him posted on results.
152208 -
152209 -
152210 -  ..
1523 -
1524 -
1525 - 0811 called Eric       408 863 3250
1526 -
152601 - Left message about progress with meeting logistics.
152602 -
152603 -
152604 -  ..
1527 -
1528 -
1529 - 1302 called Eric back
1530 -
153001 - Eric has received the letter to Morris setting a meeting at Intel for
153002 - Wednesday at 1600. ref DIT 1 0001
153003 -
153004 - He has another event scheduled for tomorrow for the 1600 time frame.
153005 -
153006 - Eric wants to defer the meeting with Morris for a few weeks, until
153007 - Jack can join us.
153008 -
153009 - I related understanding from Jack this morning that a discussion on
153010 - developing a common vision would be useful, ref SDS 0 9577, per
153011 - Morris' suggestion this morning. ref SDS 0 0936
153012 -
153013 - We reviewed the sense that Jack and Rod generally share a common
153014 - vision about what needs to be produced, based on Jack's work on the
153015 - The Scholar's Companion (TSC), and the Welch "white" papers, e.g.,
153016 - POIMS, ref OF 1 0001, which Jack advocated that the DKR team review,
153017 - see for example on 000426. ref SDS 11 3315  However, Jack and Rod take
153018 - different approaches on how to implement the vision.
153019 -
153020 - Eric and Rod are more closely aligned on need for a sensible business
153021 - model to implement the vision, but we are not fully together on what
153022 - should be produced, i.e., the vision.  Therefore, a meeting to focus
153023 - on the "vision thing" could be useful, indeed critical to accomplish
153024 - the "architecture" steps Jack layed out on 000426. ref SDS 11 0304
153025 - ..
153026 - Eric asked about Doug's direction for the DKR project?
153027 -
153028 - We considered Doug's core concept of ABC improvement is sound over
153029 - long time spans, but likely does not support a viable business model.
153030 - Doug's call for creating software programming support, to then
153031 - bootstrap creating other programs to improve other disciplines and
153032 - work, is hard to ignite due to resistance by software engineers who
153033 - want to retain comfortable tools, and so is not a direct path to
153034 - accomplish Doug's larger objective to solve world problems by
153035 - improving the abilty to improve.  The approach is complex and
153036 - dependent upon a lot of people providing a lot different tools that
153037 - eventually, taken together, will create the collective IQ improvement
153038 - Doug anticipates.
153039 -
153040 -     [...later this evening Paul Fernhout commented on Doug's Bootstrap
153041 -     plan for achieving his goals. ref SDS 16 4514
153042 -
153043 - What is missing is a theory, or underlying methodology, to accomplish
153044 - the big target...
153045 -
153046 -
153047 -                     Augment human intelligence
153048 -
153049 -
153050 - ...which Eric cited in his letter on 000423. ref SDS 9 5096
153051 -
153052 - This requires the "core capability" Eric requested on 000208.
153053 - ref SDS 3 8960   Clearly, "intelligence" adds value to everything.
153054 - Therefore, using technology in a certain way that helps people with
153055 - the common mental faculty of converting information into useful
153056 - knowledge and ideas, is the engine of Knowledge Management.  A single,
153057 - simple process makes a big difference in a lot of peoples lives for
153058 - every kind of work, everyday, all day long, by lifting the capacity to
153059 - think, remember and communicate, as explained in POIMS. ref OF 1 3742
153060 -
153061 - Once that capability is put in play, like the alphabet and printing
153062 - press in earlier times, poeple have a new foundation upon which to
153063 - build new tools and processes for a stronger civilization.
153064 -
153065 - Along the way, by adding value to people and processes, the producers
153066 - want some of the value added, as noted by Eric on 000421. ref SDS 8
153067 - 2790
153068 - ..
153069 - Eric recalled that Jack asked him to read the Welch paper on
153070 - POIMS, but he has not had time.
153071 -
153072 - He asked for another pointer to POIMS so he can take a look.
153073 -
153074 -     Sent this via regular email with link to web.
153075 -
153076 -     Eric sent a letter back saying the server is down.
153077 -
153078 -     JPS server was down for about 7 hours.
153079 -
153080 -     This evening, was finally able to log onto web.  Send Eric
153081 -     another letter with a link to the site, and he reported back that
153082 -     he was able to get it from the web.
153083 -
153084 -
153085 -
153086 -
153087 -
1531 -
1532 -
1533 - 1327 called Morris
1534 -
153401 - Left message meeting is off, he can cancel the conference room.
153402 -
153403 - Submitted ref DIT 2 0001 to Morris linked to this record to confirm
153404 - that meeting is deferred, per above. ref SDS 0 1275
153405 -
153406 -
153407 -
153408 -
153409 -
153410 -
153411 -
153412 -
153413 -