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: July 18, 2000 07:15 AM Tuesday; Rod Welch

Received DKR team's pre-proposal to NASA for funding project.

1...Summary/Objective
.............Open System for Collaborative Knowledge Work
2...Information Overload Causes Complexity; Requires Intelligence
3...Knowledge Management Offered by SRI's Proposal Team
4...Proposal Identifies Problems of Collaboration, Information Overload
5...Proposal Solves Complexity with Information Management...
6...Proposal Offers Deep Linking and Innovative Views...
7...Proposal Offers Linking to Organize Information...
8...Proposal enables collaboration for software development by adding


..............
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CONTACTS 
0201 - SRI International
020101 - Mr. Pat Lincoln; 650 859 5454

SUBJECTS
NASA Possible Source
NASA Pre-proposal OHS
Collaborative Document System, Email, Eric, 000505
Software Programming Initial Objective, 000406
Collaboration Objective DKR,
Email Core Capability DKR, Eric, 000505
Collaboration, Core Capability DKR - Email, Eric, 000505
Email Core Capability DKR, Collaboration, Eric, 000505
Software Programming Multiple Views, Doug, 000601

1511 -
1511 -    ..
1512 - Summary/Objective
1513 -
151301 - Follow up ref SDS 39 0000, ref SDS 38 0000.
151302 -
151303 - Received ref DRT 1 0001 from Paul Fernhout responding to Lee Iverson's
151304 - letter, ref DRP 4 0001, on 000711, ref SDS 39 0001, advising that SRI
151305 - submitted a pre-proposal to NASA Ames for fund an initial 3 year
151306 - project based on OHS/DKR. ref SDS 38 0512
151308 -  ..
151309 - Received ref DRT 2 0001 from Eugene Kim responding to Paul's request,
151310 - by submitting to the project team a copy of pre-proposal section with
151311 - the title...
151312 -
151313 -
151314 -             Open System for Collaborative Knowledge Work
151315 -
151316 -
151317 - ...that explains technical objectives.  ref DRT 2 0002
151318 -
151320 -       ..
151321 -      Principal Investigator: Douglas C. Engelbart
151323 -       ..
151324 -      Co-Investigators:
151325 -
151326 -           Lee A. Iverson,
151327 -           Eugene Eric Kim,
151328 -           Patrick D. Lincoln
151330 -       ..
151331 -      Submitted to NASA Ames: July 13, 2000
151332 -
151334 -  ..
151335 - This submission does not indicate the sponsoring organization??
151336 -
151337 -      Assume it is SRI.
151338 -
151339 -      Is the DKR team involved as an entity, or, do Eugene and Doug
151340 -      join SRI by subcontract?
151342 -       ..
151343 -      What about Eric and the CDS specs, which seem to be relied upon
151344 -      in part in the proposal?
151346 -  ..
151347 - Lee Iverson's letter yesterday reported that SRI requested funding for
151348 - a three (3) year project. ref SDS 39 0001
151349 -
151350 -      The proposal provided by Eugene does not show the amount of
151351 -      funding requested.  Are the four (4) people listed in the
151352 -      proposal as "investigators" the entire team; so, 4 x 3 x
151353 -      $200K  =  $2.4M?
151354 -
151355 -
151356 -
151358 -  ..
151359 - Information Overload Causes Complexity; Requires Intelligence
151360 -
151361 - The purpose and need for OHS is explained thus...
151362 -
151363 -     Solving today's most urgent and complex problems, from designing a
151364 -     spacecraft to managing huge bodies of information, already exceeds
151365 -     the capabilities of any single person.  Further, the complexity
151366 -     and urgency of many issues facing NASA are rapidly accelerating.
151367 -     Thus, these issues will soon far exceed the capabilities of
151368 -     current organizational systems.  Matters are made worse by the
151369 -     increased speed with which key decision makers shift
151370 -     responsibilities, leaving behind insufficient information for
151371 -     their collaborators to seamlessly continue.  We propose an open
151372 -     evolutionary approach to increasing the collective ability of
151373 -     groups of people to address complex urgent problems, through the
151374 -     construction of an Open Hyperdocument System. ref DRT 2 4675
151376 -  ..
151377 - This rationale reflects analysis on 991001, ref SDS 3 3010, reviewed
151378 - on 000713. ref SDS 38 0828
151380 -  ..
151381 - Problem of complexity was reviewed on 991014. ref SDS 5 5600
151383 -  ..
151384 - What discussion or letter in the DKR project over the past 6 months
151385 - has focused on the problem of "complexity" caused by information
151386 - overload?  This may be addressed in Doug's prior papers, which have
151387 - not come up during the development of requirements.  On 991222 Doug's
151388 - 1992 paper proposes intelligence to solve problems, ref SDS 6 8064,
151389 - which he explains become complex based on issue of scale. ref SDS 6
151390 - 1596   He used "Collective IQ" at opening of Colloquium at Stanford on
151391 - 000106. ref SDS 7 0110
151393 -  ..
151394 - On 000505, the solution posed by the CDS, which on 000615 was to be
151395 - renamed the OHS, was expected to compound complexity that boggles the
151396 - mind? ref SDS 24 0782
151397 -
151399 -  ..
151400 - Knowledge Management Offered by SRI's Proposal Team
151401 - Proposal Identifies Problems of Collaboration, Information Overload
151402 -
151403 - Proposal says...
151404 -
151405 -     1.  Collaboration entails sharing and management of knowledge
151406 -
151407 -         The most important aspect of any collaboration is the sharing
151408 -         and management of knowledge. There are two opportunities for
151409 -         enhancing knowledge management in an enterprise such as NASA.
151410 -         First is improving operations.  At a minimum, this entails
151411 -         managing the highly iterative and dynamic flow of
151412 -         specifications and design information between an organization
151413 -         and its many suppliers and clients. ref DRT 2 9300
151415 -          ..
151416 -     2.  Manage data and generate knowledge (associations with data)
151417 -
151418 -         ...the enhancement of NASA's main mission, which is scientific
151419 -         exploration and discovery.  Innovations in these areas require
151420 -         the ability to manage enormous amounts of data, make it
151421 -         available to others, and generate knowledge while maintaining
151422 -         the associations with that data. ref DRT 2 2100
151424 -  ..
151425 - This is a positive step toward Knowledge Management, however, the
151426 - proposal does not define "knowledge," nor explain a distinction
151427 - between information and knowledge management, similar to IBM's
151428 - proposal for "business intelligence" reviewed on 980226. ref SDS 1
151429 - 2716
151431 -  ..
151432 - On 000716 Joe Ransdell's explanation of scientific process might
151433 - provide ideas to enhance SRI's proposal. ref SDS 41 6960
151435 -  ..
151436 - On 000615 the team at SRI announced a concensus to abandon Knowledge
151437 - Management. ref SDS 31 6271  What then supports this part of the
151438 - proposal?  Evidently, it was felt that NASA would pay attention to an
151439 - offer that includes KM.
151441 -  ..
151442 - On 000622 submitted letter to Cliff Joslyn at LANL suggesting he make
151443 - a presentation to DKR team on KM. ref SDS 32 5795
151445 -  ..
151446 - On 000713 recommended again that Cliff Joslyn discuss this subject.
151447 - ref SDS 40 3348
151448 -
151449 -       [...later today, recommended Cliff Joslyn's presentation to DKR
151450 -       team at SRI explain KM and added value to Information
151451 -       Management. ref SDS 42 2288
151453 -  ..
151454 - Proposal Solves Complexity with Information Management...
151455 -
151456 -     ...solution to these problems is the same: a system that manages
151457 -     the flow of information, the addition of new information, and the
151458 -     access to and sharing of knowledge. We propose to build a
151459 -     standards-based, collaborative knowledge management tool called
151460 -     the Open Hyperdocument System (OHS) that will support deep
151461 -     hyperlinking between documents.  We plan on embracing open
151462 -     standards and building the Open Hyperdocument System as open
151463 -     source to encourage its widespread deployment and coevolution.
151464 -     ref DRT 2 8910
151466 -  ..
151467 - This seems to say that Knowledge Management is accomplished by
151468 -
151469 -      1.  Managing the flow of information
151470 -
151471 -      2.  Managing the addition of new information
151472 -
151473 -      3.  Managing access and sharing of knowledge
151474 -
151476 -  ..
151477 - How does the system get from information to knowledge, which was asked
151478 - on 000120? ref SDS 8 5063
151480 -  ..
151481 - Building a standards-based, collaborative knowledge management tool
151482 - called the Open Hyperdocument System (OHS) that will support deep
151483 - hyperlinking between documents, requires an explanation of
151484 - "knowledge."
151485 -
151486 -     It is certainly an acceptable practice to simply say what the
151487 -     system will do and call that a functional definition of
151488 -     "knowledge."  But the critical point is what will be done
151489 -     differently from what NASA is currently doing that is causing it
151490 -     to drift off course, crash and burn, as reported on 991001?
151491 -     ref SDS 3 0001
151493 -      ..
151494 -     Will a survey be undertaken of NASA's current practices?
151495 -
151496 -          There can be no doubt that NASA currently manages the flow of
151497 -          information, the addition of new information, and, also,
151498 -          access and sharing information, using information management.
151499 -
151500 -          So, what will the OHS add?
151502 -           ..
151503 -          Linking?
151505 -           ..
151506 -          Anything else?
151508 -  ..
151509 - Proposal Offers Deep Linking and Innovative Views...
151510 -
151511 -     The Open Hyperdocument System will be an integrated, collaborative
151512 -     system for storing, editing, viewing, and discussing documents. It
151513 -     will enable sophisticated linking between all types of documents.
151514 -     The architecture will be extensible, allowing support for
151515 -     additional document formats and customizable views. ref DRT 2 4731
151516 -  ..
151517 -     This system will have four important technical features...
151518 -
151519 -         •  Support for sophisticated hyperlinking in existing and
151520 -            future document formats, ref DRT 2 6231
151521 -  ..
151522 -         •  innovative user interfaces, ref DRT 2 7400
151523 -
151524 -               Need an example to demonstrate value added.
151525 -
151526 -               This seems to be WBI multiple views, discussed most
151527 -               recently on 000601. ref SDS 27 7238
151528 -
151529 -         •  customizable and extensible application engine, ref DRT 2
151530 -            9240
151531 -
151532 -               This is useful, but it will require some attractive
151533 -               features that cause people to change tools in order to
151534 -               benefit from being able to customize functions.
151535 -
151536 -         •  open source and open standards, ref DRT 2 0072
151537 -
151538 -               Why is the method of organizing the work force a
151539 -               "technical feature"?  See also below. ref SDS 0 7566
151540 -
151542 -  ..
151543 - There is nothing here that hints at how better information management,
151544 - or KM, will be accomplished?
151546 -  ..
151547 - No technical capability to organize the record.
151548 - ..
151549 - Where is Jack's ontology presented on 000623, ref SDS 34 9900,
151550 - and where are Eric's catagories, submitted on 000601? ref SDS 28 5933
151551 -
151552 -     As well, on 000622, team determined that the project would be
151553 -     Doug's Augment + catagories. ref SDS 33 6652
151554 -
151555 -        [On 000725 ontology submitted separately. ref SDS 43 7426
151557 -         ..
151558 -        [On 000824 architecture discussed in meeting with Eric
151559 -        Armstrong on 000822 did not discuss subjects. ref SDS 44 PU5N
151561 -  ..
151562 - Proposal Offers Linking to Organize Information...
151563 -
151564 -     Associating concepts is a natural and powerful method of
151565 -     organizing information.  Hyperlinking provides a way to associate
151566 -     different concepts, and to easily navigate through recorded
151567 -     knowledge.  Of course, hyperlinking is nothing new.  The first
151568 -     hypertext system was implemented in the 1960s by Doug Engelbart,
151569 -     this project's principal investigator.  Since then, there have
151570 -     been different incarnations of hypertext systems. ref DRT 2 5332
151572 -  ..
151573 - Does "linking" or "associating" really "organize" information?
151574 -
151575 -     Annotations and granular addressibility to documents will enhance
151576 -     current web capabilities. ref DRT 2 0903
151578 -  ..
151579 - Will this really create "knowledge" and support management?
151580 -
151581 -     Where has any of this been tried?
151582 -
151584 -  ..
151585 - Proposal intends to use XML and to transcode non-XML documents into
151586 - XML. ref DRT 2 3976
151587 -
151588 -     On 000405 Paul Fernhout cautioned that XML does not solve any
151589 -     significant knowledge management issues. ref SDS 13 5977
151590 -
151592 -  ..
151593 - Proposal enables collaboration for software development by adding
151594 - annotations to email.
151595 -
151596 -     By automatically translating documents into an intermediate XML
151597 -     format without modifying the original document, the Open
151598 -     Hyperdocument System will support linking to and from legacy
151599 -     document formats.  For example, editors will be able to annotate
151600 -     an article by linking their comments to Microsoft Word documents
151601 -     submitted by the author.  Product managers will be able to link
151602 -     software requirements documents to related e-mail discussion
151603 -     threads, use cases, class diagrams, and even source code.
151604 -     ref DRT 2 5226
151605 -
151606 -        [On 000830 meeting reported goal for OHS to improve
151607 -        collaboraton for software using email. ref SDS 45 EI6G
151609 -  ..
151610 - Sounds like Jack's caution on 000623 not to change the original
151611 - document was accepted. ref SDS 34 5475
151612 -
151613 -     How though, does this "organize" or "manage" information, and get
151614 -     us to "knowledge" which is the objective of the proposal?
151615 -     ref SDS 0 4410
151616 -
151617 - ..
151618 - Proposal offers open source organizing method.  The benefit and
151619 - risks to NASA are not clearly set out. ref DRT 2 2355
151620 -
151621 -     Can NASA's work on high security issues be supported by open
151622 -     source tools, that make it easier for a hacker to modify and
151623 -     access stuff?
151624 - ..
151625 - Proposal plans to target software development, ref DRT 2 3763,
151626 - per Doug's vector discussed at the meeting on 000601, ref SDS 27 7238,
151627 - and planning on 000406. ref SDS 15 5078
151628 -
151629 -
151630 -
151631 -
151632 -
151633 -
151634 -
151635 -
1517 -
Distribution. . . . See "CONTACTS"