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: December 19, 2000 07:14 AM Tuesday; Rod Welch

Matt Placek with Wegener wants to order SDS; explain new way of working.

1...Summary/Objective
2...Typical Day Scenario Helpful Understanding Automatic Cross-links
3...Licence Fee for SDS $500 per Year; Installation, Training $1,500
4...Terms for Use of SDS are Accepted by Customer
.....Verify Matt Wants to Proceed under Requirements of SDS
.....New Way of Working - Add Intelligence to Management
.....SDS Enables Discovering, Constructing Knowledge to "Be Prepared"
.....Working Quickly, Accurately, Productively, Saving Time and Money
.....Transformation Re-tool Best Practices Good Management with 8 Steps
.....Improve memory and understanding with Communication Metrics...
.....Correspondence don't respond immediately to email!
.....Eight (8) steps using SDS accomplish Communication Metrics that
.....Intelligence Fun Saves Time Money Increasing Productivity Earnings
.........Deliberative Analysis Adds Value to Available Time
.........Don't Write Everything at Once, Save Time Growing Knowlledge
.....Com Manager is psychologically demanding because this role uses
.....Matt should consider contacting either or both....
5...SDS Runs Under Windows
.....Installation Planning
6...Welch Intellectual Property Rights Limited to SDS-type Products


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

CONTACTS 
0201 - Wegener Communications                                                                                                                                             O-00000771 0505
020101 - Mr. Matt Placek; 770 623 0096 x4362                                                                                                                              O-00000771 0505

SUBJECTS
Web SDS Records Generate Inquiries
Market Potential SDS
Wegener Communications
Placek, Matt, Wegener Comm.
Site Licensing
SDS on Web Illustrates Usefulness of SDS, Com Metrics, 000716
Terms of Sale SDS

1809 -
1809 -    ..
1810 - Summary/Objective
1811 -
181101 - Follow up ref SDS 49 0000, ref SDS 47 0000.
181102 -
181103 - Matt wants to try SDS, based on reviewing the Typical Day Scenario.
181104 - He accepts and correctly verifies terms of use. ref SDS 0 008J  Will
181105 - need to install and provide initial orientation. ref SDS 0 LX5G
181107 -  ..
181108 - Submitted ref DIT 1 0001 setting specific terms for Matt to use SDS,
181109 - and recommending he contact Wayne and/or Jeff to get an initial
181110 - understanding about what is entailed to become an early adopter using
181111 - SDS.
181112 -
181113 -      [On 001231 Matt plans to study SDS ideas for awhile to develop
181114 -      search engine. ref SDS 51 0001
181115 -
181116 -
181117 -
181118 -
1812 -
1813 -
1814 - 9J8J Progress
181501 -  ..
181502 - Typical Day Scenario Helpful Understanding Automatic Cross-links
181503 -
181504 - Received ref DRT 1 0001 from Matt responding to the letter sent on
181505 - 001217, ref DIP 8 0001, explaining terms for using SDS. ref SDS 49
181506 - HE5I, which responded to Matt's letter, ref DRP 3 0001, asking about
181507 - getting SDS.
181509 -  ..
181510 - Matt says the SDS Typical Day Scenario, ref OF 5 0001, answered many
181511 - questions about how SDS is used.  He is beginning to understand how
181512 - SDS links current 'pending' actions to the previous experience they
181513 - naturally evolved from, and how it can use this to automatically
181514 - generate a cross-linked diary for reporting accomplished activities.
181515 - ref DRT 1 T85O and ref DRT 1 466L
181516 -      ..
181517 -      Matt's explanation of SDS objectives and methods based on
181518 -      the Typical Day Scenario is accurate.  His favorable comments
181519 -      align with the report by Dick Karpinski on 000222 saying that the
181520 -      SDS Scenario helps people understand how SDS is used. ref SDS 29
181521 -      6120
181523 -       ..
181524 -      Cross-referencing is mentioned in the SDS Typical Day Scenario
181525 -      explaining subjects. ref OF 5 07WY
181526 -
181528 -  ..
181529 - Licence Fee for SDS $500 per Year; Installation, Training $1,500
181530 - Terms for Use of SDS are Accepted by Customer
181531 -
181532 - Matt noticed caution in the letter on 001121 about selling SDS to
181533 - individuals, because training and support is more difficult than if a
181534 - group of people are learning SDS together. ref DIP 12 QG3F  Matt hopes
181535 - an arrangement can be made so he can use SDS for....
181536 -
181537 -     a.  personal use and
181539 -      ..
181540 -     b.  evaluation, and as an
181542 -      ..
181543 -     c.  aid to testing the feasibility for more widespread adoption of
181544 -         the methodology within our organization,
181545 - ..
181546 - Matt says he will agree to whatever compensation is reasonable
181547 - and appropriate for that type of usage. ref DRT 1 008J
181548 -
181549 -     This presents an opportunity to see the level of effort needed for
181550 -     setting up early adopters of SDS and Com Metrics, as reviewed on
181551 -     990527 on Clay Christensen's book explaining the Innovator's
181552 -     Dilemma. ref SDS 22 5258
181554 -      ..
181555 -     We have special burdens of not being positioned to provide support
181556 -     to help Matt learn SDS.  He does not yet grasp that what is
181557 -     entailed is more than learning how to use a program, but rather
181558 -     learning to use SDS regularly to grow intellectual capital, in
181559 -     place of existing IT methods that are fast and easy, because he
181560 -     already knows how to do them.
181561 -
181562 -
181563 -
181564 -
1816 -

SUBJECTS
Knowledge Worker Communication Manager
Com Manager Different Tasks from Traditional Management
Debugging Management Mistakes Discover all Subjects
Learning New Tools Need Interim Support Com Manager for People Try
Disruptive Technology Big Rewards New Standards Dominate Market
Clear Concise Complete Notes Linked to Common History
New Way Thinking Working Good Management Used Consistently Add Intell
Look Before You Leap, SDS Ensures Accuracy of Recollections Before Ta
Deliberative Analysis Listening Thinking Planning Follow Up
Eight Steps New Way Working Intelligently Using SDS to Meet New Reali
Develop 8 Steps Using SDS for Com Metrics Best Practices Management
8 Steps Few People Learn Use SDS Help Many People Use Conventional Do

A114 -
A11501 -      ..
A11502 -     Verify Matt Wants to Proceed under Requirements of SDS
A11503 -
A11504 -     Follow up ref SDS 45 JY9F.
A11505 -
A11506 -     Confirm point developed in the letter, ref DIP 10 006P, on 000920,
A11507 -     ref SDS 34 GQ5J, that learning curve is a challenge.  SDS is a new
A11508 -     way of thinking and working using deliberative analysis (i.e.,
A11509 -     being prepared, listening, understanding) for adding intelligence
A11510 -     to information, rather than just show up for meetings, make calls
A11511 -     and send email, ref DIT 1 748K, per review of Covey on 921205.
A11512 -     ref SDS 6 2231 and ref SDS 6 9577
A11514 -      ..
A11515 -     SDS is counterintuitive, therefore, computer expertise is of no
A11516 -     help learning SDS, as reported on 911121. ref SDS 5 4088
A11517 -
A11518 -       [On 010725 Wayne Wetzel's report explains learning SDS takes
A11519 -       more than 20 minutes, like learning the alphabet and driving a
A11520 -       car. ref SDS 54 XS8I
A11521 -
A11523 -      ..
A11524 -     New Way of Working - Add Intelligence to Management
A11525 -     SDS Enables Discovering, Constructing Knowledge to "Be Prepared"
A11526 -     Working Quickly, Accurately, Productively, Saving Time and Money
A11527 -     Transformation Re-tool Best Practices Good Management with 8 Steps
A11528 -
A11529 -     SDS enables Communication Metrics that retools best practices for
A11530 -     using good management consistently with a new way of thinking
A11531 -     through writing that integrates time and information, explained in
A11532 -     POIMS. ref OF 2 3742  Adding intelligence to daily information
A11533 -     strengthens literacy for continual learning to improve listening.
A11534 -     Better listening improves understanding and follow up for getting
A11535 -     daily work done on time and within budget, as noted on 890809.
A11536 -     ref SDS 3 CJ9J, also, Covey on 921205, ref SDS 6 4803, and listing
A11537 -     seven (7) steps for good management, ref SDS 6 2552  Drucker
A11538 -     recommends technology that "routinizes" good practices, reported
A11539 -     on 991025, ref SDS 26 0785, and showing the SDS solution.
A11540 -     ref SDS 26 2846  On 991222 Doug Engelbart calls for a new way of
A11541 -     thinking and working. ref SDS 27 3696
A11543 -          ..
A11544 -         [On 010614 SDS improves education, learning. ref SDS 53 HD6O
A11546 -      ..
A11547 -     SDS enables Communication Metrics for a new way of working
A11548 -     intelligently to meet new realities cited by Drucker, reviewed on
A11549 -     931130. ref SDS 8 1855  Examples of the common problem that needs
A11550 -     new way of working....
A11551 -
A11552 -         PG&E................................. 941208, ref SDS 11 7777
A11553 -         Chips................................ 950228, ref SDS 13 1994
A11554 -         USACE................................ 961218, ref SDS 16 5790
A11555 -         Intel................................ 970603, ref SDS 17 5803
A11556 -         DOD.................................. 990225, ref SDS 20 9H5G
A11557 -         DOD needs new way of working......... 020217, ref SDS 59 9360
A11558 -         Federal procurement FAR.............. 020504, ref SDS 60 A17K
A11560 -      ..
A11561 -     Challenge is overcoming "overwhelming tendency" to use bad
A11562 -     management, explained in POIMS, ref OF 2 MQ6J, that drives people
A11563 -     to take short cuts that seem fast and easy in the moment, but
A11564 -     cause delay, extra cost and failure, as reported on 001101.
A11565 -     ref SDS 38 AS5G
A11567 -      ..
A11568 -     "Organizational memory" and "understanding" are closely related
A11569 -     tasks that enable follow up, i.e., getting things done, which
A11570 -     directly impacts productivity, earnings and stock prices, as
A11571 -     further illustrated in examples on 950327. ref SDS 14 0200
A11573 -      ..
A11574 -     Improve memory and understanding with Communication Metrics...
A11575 -
A11576 -         On 990816 Boy Scout analogy explains how technology enables
A11577 -         more people to use good management with less diligence.
A11578 -         ref SDS 24 2880
A11580 -      ..
A11581 -     Correspondence don't respond immediately to email!
A11583 -      ..
A11584 -     Use "good management," explained in POIMS, ref OF 2 1X6G, to
A11585 -     convert information in the letter into useful knowledge by
A11586 -     investing intellectual capital, as explained in POIMS, ref OF 4
A11587 -     1101, i.e......
A11588 -
A11589 -                       Look before you leap
A11591 -      ..
A11592 -     ...following Covey's idea and the Boy Scout moto to...
A11593 -
A11594 -                           be prepared
A11596 -      ..
A11597 -     ..., explained on 950327, ref SDS 14 KY43, for working effectively
A11598 -     by first seeking to.....
A11599 -
A11600 -                           Understand
A11601 -
A11602 -     ....reviewed on 921205. ref SDS 6 2229  Investing time to organize
A11603 -     the record is the first step of "understanding" by being prepared
A11604 -     to find critical details when needed, explained below. ref SDS 0
A11605 -     QZ4K  The tendency to use bad management by failing to perform the
A11606 -     first step of accurate "understanding" causes follow up to fail,
A11607 -     so management fails; see example from software engineering, on
A11608 -     001101. ref SDS 38 4O5K
A11610 -           ..
A11611 -          [On 011003 people giving up on IT hopeless quagmire paralyzes
A11612 -          productivity. ref SDS 56 EC5N
A11614 -           ..
A11615 -          [On 011006 people can't understand why projects get so fouled
A11616 -          up; hopeless, giving up. ref SDS 57 QS5F
A11618 -           ..
A11619 -          [On 020204 Enron gamed good management practice and company
A11620 -          imploded into bankruptcy. ref SDS 58 0001
A11622 -           ..
A11623 -          [On 030611 Gary Johnson explains Com Manager role needed for
A11624 -          3-layer architecture that assigns time for using SDS to
A11625 -          implement eight (8) steps. ref SDS 61 5B91
A11627 -      ..
A11628 -     Eight (8) steps using SDS accomplish Communication Metrics that
A11629 -     improve listening to understand and follow up new information from
A11630 -     meetings, calls and documents, per Drucker's article on 991025,
A11631 -     ref SDS 26 2846, and the HBR article on 940510. ref SDS 9 3829
A11632 -     (supplements explanation of 3 steps on 000908. ref SDS 33 MW8R)
A11633 -     This is a new way of working "intelligently" to meet new realities
A11634 -     cited by Drucker, reviewed on 931130, ref SDS 8 1855, and by
A11635 -     Kissinger reviewed on 940609, ref SDS 10 4238, and more recently by
A11636 -     Andy Grove on 980307. ref SDS 19 3151  Theory of Communication
A11637 -     Metrics was developed on 950204. ref SDS 12 0937
A11639 -      ..
A11640 -     Steps for Com Metrics.....
A11641 -
A11642 -       1.  Report -- like a journalist, capture the story of calls,
A11643 -           meetings and documents (e.g., email) in the flexible
A11644 -           structure of SDS records that create Knowledge Space for
A11645 -           constructing and preserving the history of organizational
A11646 -           memory showing the chronology of cause effect, see POIMS.
A11647 -           ref OF 2 034J and ref OF 4 1261
A11648 -
A11649 -              [On 040320 experience with multiple people using SDS will
A11650 -              yield ideas for procedures on strengthening
A11651 -              collaboration, teamwork, cooperation, coordination and
A11652 -              communication, within the meaning of these eight steps
A11653 -              for Communication Metrics, under the theory of knowledge
A11654 -              that in a big organization a little intelligence goes a
A11655 -              long way toward saving lives and improving productivity,
A11656 -              earnings and stock prices. ref SDS 63 NQ4Q
A11658 -            ..
A11659 -       2.  Organize -- develop and assign organic subject structure for
A11660 -           managing context to expand span of attention and discover
A11661 -           correlations, implications and nuance used for steps 1, 3
A11662 -           and 4.  Investing time to organize creates intellectual
A11663 -           capital that enables people to be prepared for finding
A11664 -           information quickly when needed, per above. ref SDS 0 FV62
A11665 -           SDS makes organizing fast and easy to save time finding
A11666 -           information by remembering only the gist of the story. see
A11667 -           POIMS. ref OF 2 1110, see also tending the "Garden of
A11668 -           Knowledge." ref OF 2 0105
A11670 -            ..
A11671 -       3.  Analyse -- write a story to give data and information
A11672 -           meaning in relation to time (sequence), needs and values, so
A11673 -           that understanding cause and effect is comprehensive and
A11674 -           consistent rather than fragmentary and conflicting relative
A11675 -           to history, objectives, requirements and commitments, see
A11676 -           POIMS. ref OF 4 2301
A11677 -
A11678 -              [On 031008 Morris submits letter to Gary Johnson listing
A11679 -              a natural progression of steps for using SDS to analyse
A11680 -              as well as capture the record. ref SDS 62 QY8I
A11682 -            ..
A11683 -       4.  Align -- link details of daily work to history, context,
A11684 -           correlations, implications and nuance that disclose gaps in
A11685 -           understanding and conflicts that can be corrected to refine
A11686 -           accuracy that avoids mistakes and discovers opportunities
A11687 -           for saving time and money. see POIMS. ref OF 2 8555
A11689 -            ..
A11690 -       5.  Summary -- craft headlines for perspective with multiple
A11691 -           views that save time by enbling people to quickly understand
A11692 -           the meaning of information, and decide when to pause for
A11693 -           studying more detail, see POIMS. ref OF 2 7T9I
A11695 -            ..
A11696 -           Executive summary prepared from headlines covers three (3)
A11697 -           elements....
A11698 -
A11699 -           a.  Purpose/objective of meeting in relation to purpose of
A11700 -               project, i.e., the project objective is "x" and we are
A11701 -               meeting today to get this part done.
A11703 -                ..
A11704 -           b.  Major problems blocking progress and major goals
A11705 -               achieved that advance progress or that show problems are
A11706 -               being solved/addressed.
A11708 -                ..
A11709 -           c.  Major action to be taken and by whom (typically showing
A11710 -               your customer is waiting for something from the sponsor)
A11712 -            ..
A11713 -       6.  Action Items -- analysis and alignment yield comprehensive
A11714 -           awareness of context for planning new tasks and follow up.
A11715 -           see POIMS. ref OF 2 M17I
A11717 -            ..
A11718 -       7.  Schedule -- implement planning for timely follow up. see
A11719 -           POIMS. ref OF 2 O33K
A11721 -      ..
A11722 -     After doing the steps to "be parpared" then.....
A11723 -
A11724 -       8.  Feedback -- respond to email and other communication that
A11725 -           refines accuracy of knowledge; and, perform action items
A11726 -           discovered through steps 1 - 5.  Personal briefings remind,
A11727 -           clarify and help people get things done correctly, on time
A11728 -           and within budget using resources instantly available in the
A11729 -           record, explained on 880815. ref SDS 1 0770  Link response
A11730 -           to the SDS Knowledge Space for clear, concise, complete
A11731 -           communication that builds shared meaning with triangulation
A11732 -           of...
A11733 -
A11734 -                  1.  common story
A11735 -                  2.  alignment
A11736 -                  3.  actions taken and planned
A11738 -            ..
A11739 -           ....to compare with meaning others draw from the same
A11740 -           information.
A11741 -
A11742 -               [On 010725 Wayne Wetzel explains SDS enables accuracy
A11743 -               with triangulation. ref SDS 54 PO6N
A11744 -
A11746 -      ..
A11747 -     Intelligence Fun Saves Time Money Increasing Productivity Earnings
A11748 -
A11749 -     The eight (8) steps, above, comprise an efficient "intelligence"
A11750 -     process of plan, perform, report, see POIMS, ref OF 2 6649, that
A11751 -     SDS technology enables people to use day-to-day like a spreadsheet
A11752 -     for knowledge to continually refine understanding, also, explained
A11753 -     on 991025, ref SDS 26 F26F, and provides timely notice of a common
A11754 -     story and follow up actions. This dynamic builds shared meaning so
A11755 -     that people take complementary actions to improve productivity,
A11756 -     rather than act in conflict that causes bumbling. see NWO,
A11757 -     ref OF 6 4077
A11758 -
A11759 -          [On 030611 Gary Johnson explains Com Manager role implements
A11760 -          3-layer architecture by assigning time for using SDS to
A11761 -          implement eight (8) steps. ref SDS 61 5B91
A11763 -      ..
A11764 -     SDS implements the seven (7) tasks listed on 921205 from reviewing
A11765 -     Covey's work, ref SDS 6 2552, that provide an operating system for
A11766 -     people and organizations that is fast, easy and fun to use, cited
A11767 -     on 001004. ref SDS 36 6N9G  This leverages innate cognitive power
A11768 -     for remembering only the gist of things so that human memory is
A11769 -     increased by an order of magnitude.  On 000319 research showed
A11770 -     better memory improves human reasoning, ref SDS 4 0005, which
A11771 -     strengthens communication.
A11773 -          ..
A11774 -         [On 010916 Eric Armstrong reports SDS amazing memroy using
A11775 -         methods that obviously work. ref SDS 55 0001
A11777 -      ..
A11778 -     Since communication is a predicate to action, accurate, timely
A11779 -     shared meaning reduces mistakes and improves collaboration by
A11780 -     enabling complementary rather than conflicting action.  In other
A11781 -     words, SDS strengthens ordinary listening, explained on 890809.
A11782 -     ref SDS 3 CJ9J  Timely notice reduces delay and avoids mistakes
A11783 -     that otherwise result from conflicting action.  This reduces
A11784 -     rework, saving time and money, reported by USACE on 971007,
A11785 -     ref DRP 4 4680, and thereby increases productivity, earnings and
A11786 -     stock prices, cited as a big problem on 001207. ref SDS 46 0001
A11788 -      ..
A11789 -     SDS provides a lot of firepower to improve literacy for reading
A11790 -     and writing by strengthening human memory, per analysis on 950204.
A11791 -     ref SDS 12 4995  Memory is the core process of human reasoning,
A11792 -     thinking and intelligence, reported on 900319. ref SDS 4 0005
A11794 -      ..
A11795 -     An example of this process is reported on 951026 researching use
A11796 -     of ISO management standards for traceability to original sources.
A11797 -     ref SDS 15 QO6F
A11799 -          ..
A11800 -         Deliberative Analysis Adds Value to Available Time
A11801 -         Don't Write Everything at Once, Save Time Growing Knowlledge
A11802 -
A11803 -         Henry Kissiner points out in his book "Diplomacy" the tension
A11804 -         between analysis for understanding, called out by Covey and
A11805 -         Drucker, and taking action when time is limited, as reviewed
A11806 -         on 940609. ref SDS 10 6480  SDS balances this tension better
A11807 -         than other methods.
A11809 -          ..
A11810 -         When time is short, a response will be issued after step 1,
A11811 -         and occassionaly before step 1, shown above. ref SDS 0 4W4L
A11813 -          ..
A11814 -         SDS does not prohibit nor impede spontaneous, immediate
A11815 -         action; it enables deliberative analysis, and increases the
A11816 -         quality of spontaneous decisions, when time is limited, as a
A11817 -         result of being prepared from having invested intellectual
A11818 -         capital.  This makes management more effective within the time
A11819 -         available. When more time is available, before or after a
A11820 -         response, all eight (8) steps improve earnings by adding value
A11821 -         to available time.  SDS makes good management faster and
A11822 -         easier than using other methods, and so reduces the diligence
A11823 -         and discipline needed for using good practice consistently.
A11824 -         Using good management more often improves productivity and
A11825 -         earnings.
A11827 -        ..
A11828 -       [On 010725 Wayne Wetzel's reports SDS process improves memory
A11829 -       even if the record is never used again. ref SDS 54 CZ8H
A11831 -      ..
A11832 -     Analysis on 940609 explains that without SDS constant information
A11833 -     is absorbed immediately, and continuously, like grazing in a
A11834 -     garden of Eden, i.e., email. ref SDS 10 4671
A11836 -      ..
A11837 -     This point was made recently to OHS/DKR team on need for culture
A11838 -     of knowledge that overcomes common sense urge to forage on endless
A11839 -     information by responding immediately to email, ref SDS 45 RE6H,
A11840 -     citing POIMS. ref OF 2 084J and ref OF 2 16GB
A11842 -      ..
A11843 -     Using SDS for adding "intelligence" to management overcomes the
A11844 -     "fragility of knowledge" reported on 950204. ref SDS 12 0550
A11845 -
A11846 -         [...in another record today, makes same point that SDS enables
A11847 -         people to be prepared. ref SDS 50 0485
A11849 -      ..
A11850 -     On 990907 Intel reports SDS work product for Communication Metrics
A11851 -     shows self-evident benefits. ref SDS 25 0149
A11853 -      ..
A11854 -     On 000309 observer reported SDS is a unique solution. ref SDS 30
A11855 -     3068
A11856 -
A11857 -
A11858 -
A11859 -
A11860 -
A11861 -
A119 -

SUBJECTS
Psychologically Demanding Com Manager Consistently Discovering Notify
Communication Manager Psychology Challenging

AC04 -
AC0501 -  ..
AC0502 -
AC0503 -     Com Manager is psychologically demanding because this role uses
AC0504 -     deliberative analysis to "debug" daily management, per above, and
AC0505 -     explained on 911121, ref SDS 5 5830, which entails encountering
AC0506 -     constant error, i.e., bumbling, which requires giving notice,
AC0507 -     which is not fun.
AC0509 -          ..
AC0510 -         [On 010428 letter on SDS customer profile explains allure of
AC0511 -         bad management; since harm is deferred fast, easy spontaneous
AC0512 -         response is more attractive than SDS to make good management
AC0513 -         faster and easier, because good management will always be
AC0514 -         slower than bad management, because bad management requires
AC0515 -         doing nothing. ref SDS 52 IV5F
AC0517 -  ..
AC0518 -
AC0519 -     Matt should consider contacting either or both....
AC0520 -
AC0521 -         a.  Wayne Wetzel
AC0522 -             Deputy Directory
AC0523 -             Department of Natural Resources and Conservation
AC0524 -             State of Montana
AC0525 -             406 444 6722
AC0526 -             wwetzel@state.mt.us
AC0528 -                 ..
AC0529 -                [On 010725 Wayne submitted a report on SDS. ref SDS 54
AC0530 -                0001
AC0532 -              ..
AC0533 -         b.  Jeff Ghilardi
AC0534 -             Project Manager
AC0535 -             Enron Corporation
AC0536 -             661 823 6813
AC0537 -             jghilarWenron.com
AC0539 -      ..
AC0540 -     Wayne and Jeff are both very reasonable and helpful in explaining
AC0541 -     their experience learning and using SDS, including the amount of
AC0542 -     support they needed.
AC0543 -
AC0544 -
AC0545 -
AC0546 -
AC0547 -
AC06 -

SUBJECTS
Compatibility, Windows
CPU configuration, path, autoexec.bat
Custom Drive Configuration
Hardware (keyboard, tape drive)
Assemble User Program Disk, Batch
Initial start up
Make new records/link records
Contacts, Subject Index
Writing a Letter
Internet Publication

AQ12 -
AQ1301 -  ..
AQ1302 - SDS Runs Under Windows
AQ1303 -
AQ1304 - Matt asks if SDS operates under a Windows environment, or does
AQ1305 - it require a Unix based platform (this would present some additional
AQ1306 - challenges on my end)? ref DRT 1 006R
AQ1307 -
AQ1308 -      SDS is a DOS application, and so runs under Windows.  Experience
AQ1309 -      shows Windows 2000 is the most stable and effective operating
AQ1310 -      system for SDS, relative to prior versions of Windows.  It also
AQ1311 -      provides a bit more RAM that is very useful for SDS.
AQ1312 -
AQ1314 -      ..
AQ1315 -     Installation Planning
AQ1316 -
AQ1317 -     Let's set a license fee of $500 per year.
AQ1319 -      ..
AQ1320 -     Initially, propose that Matt's SDS records on the web will use the
AQ1321 -     Welchco address under a separate User account.  The cost of this
AQ1322 -     is included in the $500 annual license fee.
AQ1324 -      ..
AQ1325 -     There will be a charge of $1,500 for 2 - 3 days of installation,
AQ1326 -     set up and orientation at Matt's office in Georgia.
AQ1328 -      ..
AQ1329 -     This will include....
AQ1330 -
AQ1331 -        1.  Configure a working set of SDS for Matt, so there is an
AQ1332 -            icon on the desktop to launch the program.  Overall program
AQ1333 -            size is about 3 MB.
AQ1334 -            ..
AQ1335 -            Matt can designate if he wants the SDS development
AQ1336 -            set, or the end-user set that runs only on the c: drive.
AQ1338 -             ..
AQ1339 -            The SDS development set places the main program code on the
AQ1340 -            c: drive.  The diary is on the d: drive, correspondence and
AQ1341 -            other working files are on f:, subjects and contacts are on
AQ1342 -            h.  This separation protects work product if program files
AQ1343 -            or the operating system crash.
AQ1345 -             ..
AQ1346 -         c. Install Welch SDS records for templates showing how to
AQ1347 -            prepare work product, and use SDS features, e.g., how to
AQ1348 -            use SDS for software programming, see 990530. ref SDS 23
AQ1349 -            0001  Without SDS records, users have to wait months before
AQ1350 -            they have enough records to test various SDS features, like
AQ1351 -            subject reports.
AQ1352 -            ..
AQ1353 -            This is about 300 MB, and is optional, but should be
AQ1354 -            done under the circumstances contemplated here.
AQ1356 -             ..
AQ1357 -         d. Setup baseline contacts, and subject index and provide
AQ1358 -            orientation on customizing subjects to Matt's work.
AQ1360 -             ..
AQ1361 -         e. Provide ergonomically efficient keyboard for KM.
AQ1363 -             ..
AQ1364 -         f. Demonstrate.....
AQ1365 -
AQ1366 -            a.  Making a new task
AQ1367 -
AQ1368 -            b.  Creating contact records.
AQ1369 -
AQ1370 -            c.  Issuing and receiving correspondence using the SDS Doc
AQ1371 -                Log and Contact system.
AQ1372 -                ..
AQ1373 -            d.  Publishing SDS and correspondence to the web
AQ1374 -                automatically,
AQ1376 -                 ..
AQ1377 -                Maintaining local records.
AQ1379 -                 ..
AQ1380 -                HTML functions to customize formatting.
AQ1382 -                 ..
AQ1383 -            e.  Handling chronologies and subjects.
AQ1385 -                 ..
AQ1386 -            f.  Preparing SDS records, segments, and headings, i.e.,
AQ1387 -                filling out a record like this one.
AQ1389 -                 ..
AQ1390 -            g.  Linking and alignment.
AQ1392 -                 ..
AQ1393 -            h.  Control Fields - organizing the record
AQ1394 -            ..
AQ1395 -         g. Daily backup
AQ1397 -             ..
AQ1398 -            SDS should be backed up everyday to capture interim changes
AQ1399 -            to the record.  A full backup should be at least monthly.
AQ1401 -             ..
AQ1402 -            Presumably Wegener Communication provides this support.
AQ1404 -             ..
AQ1405 -         h. It is helpful to have a desktop computer at work, a
AQ1406 -            notebook computer, and perhaps a desktop computer at home,
AQ1407 -            so the record can be transferred easily, since SDS is an
AQ1408 -            adjunct to human memory.  This is not a requirement, but if
AQ1409 -            the experiment succeeds, the value of this arrangement will
AQ1410 -            become apparent.
AQ1411 -
AQ1412 -
AQ1413 -
AQ15 -

SUBJECTS
OHS DKR Project Use SDS Do KM to Link Record, Preserve Doug's Legacy
Placek, Matt at Wegener Communications
Intellectual Property
Royalty on Derivitive Products and Services

AU06 -
AU0701 -  ..
AU0702 - Welch Intellectual Property Rights Limited to SDS-type Products
AU0703 -
AU0704 - Follow up ref SDS 49 C3DH.
AU0705 -
AU0706 - Mat understands the SDS license agreement, ref DIP 12 016P, in the
AU0707 - letter submitted to SRI on 001121, ref SDS 41 XU8I, is intended to
AU0708 - protect the intellectual property of the SDS system, with the result
AU0709 - that royalties would be imposed only for sales of related derivative
AU0710 - products or services that use SDS technology or concepts, and not on
AU0711 - any unrelated products developed in the regular course of business,
AU0712 - where SDS is simply a management tool and not a basis for those
AU0713 - products (i.e., if Matt creates an alternate management-assistant/
AU0714 - knowledge base management tool or related work, this would be subject
AU0715 - to royalties, but if he simply uses SDS to manage his own work process
AU0716 - in creating satellite receivers, for example, the satellite receivers
AU0717 - would not be subject to royalties simply because the SDS system was
AU0718 - used as an aid in development). Matt requests correction, if this
AU0719 - understanding is mistaken. ref DRT 1 CP8G
AU0721 -      ..
AU0722 -     Matt's understanding appears to be correct.
AU0724 -      ..
AU0725 -     The intent is that SDS can be used to build anything, or support
AU0726 -     any activity, as Matt contemplates today.  If users, including
AU0727 -     observers, of SDS develop a competitive SDS-type KM tool, Welch
AU0728 -     is entitled to a royalty on any resulting revenues.
AU0730 -      ..
AU0731 -     Let's set the royalty at 2%.
AU0732 -
AU0733 -
AU0734 -
AU0735 -
AU0736 -
AU0737 -
AU0738 -
AU0739 -
AU0740 -
AU0741 -
AU0742 -
AU0743 -
AU0744 -
AU0745 -
AU0746 -
AU08 -
Distribution. . . . See "CONTACTS"