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 20, 2000 00:06 AM Wednesday; Rod Welch

Values and competence discussed by DKR team.

1...Summary/Objective
2...Power of Microcosm Controls Lower Levels of Organic Structure
3...Lowest Level of Organic Structure is Binary Forces
4...Values Struggle between Male Female Emphasis Process and Prescription
5...Genetic Variability Creates Different Emphasis on Values
6...KM Applies Architecture of Human Thought, User Centered Design
7...Technology Empowers People to Sovle Complex Problems
8...OHS/DKR Requirements and Objectives Reviewed
.....4...How should we proceed to develop such KM solutions?
.........POIMS Integrates Personal, Organizatoinal Management
.....6...Scalability - Supports POIMS Objectives
.....7...Functionality
.........Studies show people resist formalisms capturing information
..................Formality Considered Harmful:
............we need to capture information as it arises, and connect it
9...Scalable, Flexible KM Tools Have Big Advantages
10...Starter Tools to Develop OHS/DKR

ACTION ITEMS.................. Click here to comment!

1...Why not start with requirements submitted by....

CONTACTS 

SUBJECTS
Culture of Knowledge Paradigm Shift Documents to Knowledge Space
IT Different from KM
Knowledge Theory Course
Define Knowledge for Functional Purpose of KM, SDS
Educate Experience Self-evident Benefits to Grow Customers
Education Pilot Test Research SDS Enhances Alphabet Technology, 00101
Demand Not Driven by Need, Driven by Belief in Solutions to Need
Bootstrapping Compunds Out of Control Technology Problem
Values to Solve Need More Pressing than Improving Competence
Hunger Food World Problem
Values Competence Binary Forces Drive DKR Project
Binary Forces Permeate Human Endeavors, Cause Stress, Conflict, Requi
Competence Knowledge Money Alphabet Control Organic Structure SDS
Fair Allocation V. Markets
Autonomy Value

4017 -
4017 -    ..
4018 - Summary/Objective
4019 -
401901 - Follow up ref SDS 83 0000, ref SDS 80 0000.
401902 -
401903 - Submitted letter explaining values are not part of the project because
401904 - they are treated exhaustively in elections, where the male and female
401905 - perspectives dominate emphasis on how to organize society to sustain
401906 - life.  Paul responded to a letter submitted by Gary Johnson yesterday,
401907 - and agrees that technology outstrips ability to apply it productively.
401908 - ref SDS 0 R28H  John Werneken submits a letter recommending better
401909 - technology to produce and organize energy. ref SDS 0 K88M  John, also,
401910 - urges respect for "autonomy," which seems to align with Paul's letter
401911 - today agreeing with Gary that variability in genetics and experience
401912 - create different emphasis on values. ref SDS 0 005J  Paul concurs with
401913 - Gary that technology enables people to solve complex problems.
401914 - ref SDS 0 N3D2  Gary submitted a letter summing up ideas he has drawn
401915 - from collaborating with Paul, noting the SRI team wants to create an
401916 - OHS/DKR capability. ref SDS 0 BV3W  Gary proposes studying problems
401917 - that concern Paul and others in order to determine the scope of DKR
401918 - capability. ref SDS 0 DW6J  Gary asks how to determine and agree on
401919 - requirements, which can start by reviewing prior work, and need not
401920 - require full agreement, since people can create their own version of a
401921 - DKR. ref SDS 0 C9TW  Gary proposes scalability is key feature that
401922 - begins by supporting one person, then scale up to larger groups, like
401923 - POIMS, although Gary does not attribute POIMS. ref SDS 0 TQ4H  Gary
401924 - concludes OHS/DKR should not mandate rigid structure, ref SDS 0 RD9N,
401925 - and it should provide most of the benefits of SDS set out in POIMS,
401926 - ref SDS 0 01SR, although Gary does not attribute POIMS.  Gary suggests
401927 - beginning with "starter" tools, and is aware of SDS; he does not
401928 - recommend starting with anything. ref SDS 0 NY3R
401929 -
401930 -
401931 -
401932 -
401933 -
401935 -  ..
4020 -
4021 -
4022 - Progress
402301 -  ..
402302 - Power of Microcosm Controls Lower Levels of Organic Structure
402303 - Lowest Level of Organic Structure is Binary Forces
402304 - Values Struggle between Male Female Emphasis Process and Prescription
402305 -
402306 - Submitted ref DIT 1 0001 to DKR team answering Paul Fernhout's second
402307 - letter, ref DRP 13 0001, received yesterday, ref SDS 83 0764, and
402308 - which was, also, commented on by Gary Johnson's letter, ref DRP 14
402309 - 0001, also, received on 001219. ref SDS 83 H26O
402310 -
402311 -     [On 001221 Paul responds to John Werneken's letter, ref SDS 84
402312 -     2304, received today, per below. ref SDS 0 K88M  Paul does not
402313 -     address power of microcosm from binary forces in the letter today.
402314 -     ref SDS 84 465I
402316 -  ..
402317 - Point out today that....
402318 -
402319 -    1.  Paul segments competency and values, ref SDS 83 KZ4K, which
402320 -        posits opposing binary forces. ref DIT 1 QQ6M
402321 -
402322 -        Binary forces are the lowest level of organic structure, and
402323 -        so yield significant power from controlling the microcosm, as
402324 -        related in the meeting with Intel on 950927. ref SDS 8 5412
402326 -         ..
402327 -        Binary forces comprise KM dilemmas developed on....
402328 -
402329 -              [On 001221 Paul cited technology as a "threat" and a
402330 -              "blessing," reflecting binary forces. ref SDS 84 IM5F
402331 -
402332 -           990716 bookkeeping illustrates binary forces, ref SDS 15
402333 -           4940, cited in POIMS as dilemma of allocating time between
402334 -           thinking and doing, ref OF 1 3385, speaking and writing,
402335 -           ref OF 1 6944, set out as well in NWO, ref OF 2 8218, as
402336 -           reflective of human mental architecture. ref OF 2 5738
402338 -            ..
402339 -           000125 separation between people as you and me, them and us.
402340 -           is another example. ref SDS 26 3089
402342 -            ..
402343 -           000126 Paul Fernhout noted need for self-interest to be
402344 -           balanced by context of community. ref SDS 27 3089
402346 -            ..
402347 -           000128 balance market forces with values of humanity.
402348 -           ref SDS 28 4028
402350 -            ..
402351 -           000720 balance immediate gratification from foraging on
402352 -           information, endemic to IT, and deferred rewards of
402353 -           knowledge, ref SDS 49 4576, cited on 990527 as a cultural
402354 -           resistance to KM. ref SDS 14 1233
402356 -         ..
402357 -    2.  Values are beyond the scope of DKR project, where competence is
402358 -        taken as a basic value, ref DIT 1 QQ6M, responding to Paul's
402359 -        view that values and competence are different. ref SDS 83 0764
402360 -
402361 -           John Werneken seems to concur that competence is basic
402362 -           value, in a separate letter received today. ref DRT 3 GP9G
402364 -         ..
402365 -    3.  Church attendance once a week shows importance of maintaining
402366 -        constant focus on values. ref DIT 1 QQ6M
402368 -         ..
402369 -        Paul's reply to Gary notes correlation of values with religion.
402370 -        ref DRT 1 0124
402372 -         ..
402373 -        Paul sites Unitarian Church. ref DRT 1 0143
402375 -         ..
402376 -    4.  Life and death are binary values in existence. ref DIT 1 QQ6M
402378 -         ..
402379 -    5.  Community is basic strategy to pool resources of competence to
402380 -        sustain life, from which communication evolves. ref DIT 1 QQ6M
402382 -         ..
402383 -    6.  Values are discussed and decided upon in elections.
402384 -        ref DIT 1 RY7K
402385 -        ..
402386 -    7.  Genetic variability and different life experience
402387 -        determine values for each human being, ref DIT 1 RY7K, so
402388 -        establishing uniform values proposed by Paul in his second
402389 -        letter yesterday, is difficult. ref SDS 83 KZ4K
402390 -
402391 -           Below, Paul discussed genetic variability in formulation of
402392 -           values, responding to a letter from Gary Johnson.
402393 -           ref SDS 0 005J
402395 -            ..
402396 -           John Werneken seems to support view that variability occurs
402397 -           in emphasis on values, which John describes as a drive for
402398 -           autonomy, ref DRT 3 FR6I, with consequent need for voluntary
402399 -           decisions rather than authoritarian command and control.
402400 -           ref DRT 3 QS7L
402401 -        ..
402402 -    8.  Male and female are two primary perspectives that
402403 -        establish values. ref DIT 1 RY7K
402404 -
402405 -           [On 001221 Gary Johnson explains polarization that prevents
402406 -           progress because complex problems are hard to understand.
402407 -           ref SDS 84 GS5H
402408 -        ..
402409 -    9.  Values are debated continually through elections that
402410 -        balance the award of power, with the result that the male and
402411 -        female perspective swings like a pendulum. ref DIT 1 I38N
402412 -
402413 -           [On 001221 Paul feels survival is at risk over the next few
402414 -           decades. ref SDS 84 P86I
402415 -        ..
402416 -   10.  Environmental policy is an example that limits production
402417 -        of energy due to competing concern about the environment.
402418 -        ref DIT 1 469O
402420 -         ..
402421 -   11.  Balance of competing values is struck when the power goes out
402422 -        and cannot use PC to write important paper on world hunger.
402423 -        ref DIT 1 P75L
402425 -         ..
402426 -   12.  Competence enables people to achieve values.  Education is a
402427 -        proactive investment that brings deferred rewards. ref DIT 1
402428 -        Y96M
402430 -         ..
402431 -   13.  DKR and Com Metrics seek to enhance competence to overcome
402432 -        Paul's second point that complexity impedes competence.
402433 -        ref DIT 1 GE3K
402434 -
402435 -
402437 -  ..
4025 -
4026 -
4027 - 1112
4028 -
402801 - Received ref DRT 1 0001 from Paul Fernhout responding to Gary
402802 - Johnson's letter, ref DRP 14 0001, received on 001219, ref SDS 83
402803 - H26O,
402804 - ..
402805 - Paul agrees with Gary that the expansion of technological
402806 - ability continues to outstrip the ability of people and organizations
402807 - to make use of it, to reason about it, to deal with the values and
402808 - desires issues. While this is true, it is nothing new. This has been
402809 - going on for a very long time. ref DRT 1 01GJ
402810 -
402811 -     This appears to support anlaysis yesterday that Paul's view of
402812 -     "bootstrapping" as the problem, or contributing to the problem, is
402813 -     incorrect, because it fails to differentiate between general
402814 -     improvement that builds civilization, most recently Information
402815 -     Technology (IT), and Knowledge Mangement that is needed to
402816 -     overcome limitations of IT. ref SDS 83 DN4N
402817 -     ..
402818 -     John Werneken submits a letter today, ref DRT 3 0001, that
402819 -     responds to Paul's second letter yesterday, 001219. ref SDS 83
402820 -     0764  John further, rejects concern in Paul's first letter,
402821 -     ref DRP 12 0001, n 001219, ref SDS 83 9I6K, in which Paul worries
402822 -     that bootstrapping to improve technology presents a threat to
402823 -     humanity. ref SDS 83 9I6K  John calls for further technological
402824 -     progress, rather than emphasis on authoritarian distribution.
402825 -     ref DRT 3 GP9G John calls for...
402826 -
402827 -        1.  More energy, ref DRT 3 539O, per the letter this morning
402828 -            above. ref SDS 0 P54K
402830 -             ..
402831 -        2.  Means to dispose of wastes, and proposes astroids.
402832 -            ref DRT 3 P34I
402834 -             ..
402835 -        3.  Better ways to organie and use energy. ref DRT 3 E44M
402836 -
402838 -         ..
402839 -        [On 001221 after analysing John's views, Paul confirms his
402840 -        concern that exponential growth of technological advance is a
402841 -        grave risk. ref SDS 84 IM5F
402842 -
402843 -
402844 -
402845 -
402846 -
402847 -
4029 -

SUBJECTS
Values Vary in Emphasis According to Genetics Experience
Genetics Experience Impact Emphasis on Values
Technology Advance Cannot be Held Hostage to Resolving All Human Depr
Markets v. Equal Allocation

4806 -
480701 -  ..
480702 - Genetic Variability Creates Different Emphasis on Values
480703 -
480704 - Paul seems to recognize the impact of genetic variability on the
480705 - formulation of values, per above, ref SDS 0 MM5J, noting that
480706 - competence in scientific inquiry within a single domain does not
480707 - translate to competence in human affairs. The two are not necessarily
480708 - exclusive -- just different skills.  Paul cites Howard Gardner's book
480709 - "Multiple Intelligences" as discussing this condition, and says that
480710 - people are often drawn to things that reflect their personality, and
480711 - various personality traits are more useful in various roles. For
480712 - example, being a suspicious person will make you an excellent software
480713 - debugger, but may make relationships with clients difficult.
480714 - ref DRT 1 005J
480715 -
480716 -     This addresses the letter earlier this morning to Paul,
480717 -     ref DIT 1 RY7K, per above. ref SDS 0 MM5J
480718 -     ..
480719 -     John Werneken seems to support view that variability occurs
480720 -     in emphasis on values, which John describes as a drive for
480721 -     autonomy, ref DRT 3 FR6I, with consequent need for voluntary
480722 -     decisions rather than authoritarian command and control.
480723 -     ref DRT 3 QS7L
480724 -
480725 -        [On 001221 Paul responds to John's letter. ref SDS 84 005J
480726 - ..
480727 - Paul concurs with Gary's perspective, reported yesterday,
480728 - ref SDS 83 6A9N, that expecting all social problems would be solved if
480729 - only others saw the issues as clearly as we do is a self-defeating
480730 - viewpoint. All utopian ideas are basically "all that has to happen is
480731 - for human nature to change to the way I would like it to be."  It
480732 - isn't going to happen. ref DRT 1 2E3K
480733 -
480734 -     John Werneken seems to concur. ref DRT 3 005G
480735 -
480736 -
480737 -
480738 -
4808 -

SUBJECTS
Forseythe, Diane Architecture Human Thought Human Centered Design
Risks AI Fails Intelligence Knowledge Too Complex
AI Engineers Design Personal Biases into Tools that Hamper Users
Empathic Design

5306 -
530701 -  ..
530702 - KM Applies Architecture of Human Thought, User Centered Design
530703 -
530704 - Paul Cites work by Diana E. Forsythe, who died in 1997, but did
530705 - interesting work, ref DRT 1 00EK, per her biography....
530706 -
530707 -     http://www.ucsf.edu/dahsm/pages/forsythe.html
530709 -  ..
530710 - Dr. Forsythe worked at the boundaries of cultural anthropology,
530711 - medicine, and artificial intelligence, contributing to the
530712 - interdisciplinary area that has come to be known as medical
530713 - informatics, as well as to anthropology, medicine and computer
530714 - science.
530715 - ..
530716 - She was among the very first anthropologists or sociologists to
530717 - collaborate with computer scientists, and to study the work practices
530718 - of computing in detail. Her ethnographic work on software development
530719 - in medical informatics revealed that cultural and disciplinary
530720 - assumptions are routinely (but unintentionally) designed into such
530721 - software. Such hidden biases affect the way the software works,
530722 - sometimes to the detriment of a system's intended beneficiaries (e.g.,
530723 - patients).
530724 -
530725 -     Forsythe's work and skills seem similar to Tom Landauer, reviewed
530726 -     on 960226. ref SDS 9 0940
530728 -  ..
530729 - Paul says Forsythe's paper "Engineering Knowledge: The Construction of
530730 - Knowledge in Artificial Intelligence" [Diana Forsythe, Engineering
530731 - knowledge: The construction of knowledge in artificial intelligence,
530732 - Social Studies of Science 23(3), 1993, pages 445-477.] who as an
530733 - anthropologist studying AI workers concludes more or less that they in
530734 - general have a very narrow view of intelligence (and mind), which in
530735 - part reflects their personalities. ref DRT 1 00EK
530736 -
530737 -     Supports theory on genetic variability that influences values, per
530738 -     above. ref SDS 0 005J
530739 - ..
530740 - Paul cites irony in Forsythe's work and findings that show
530741 - someone trained to study what people do comment on highly technical
530742 - (and arrogant?) AI researchers who claim to know from naive experience
530743 - what human experts do when they think on the job and how to capture
530744 - that in a machine.) I don't have an online reference for the paper
530745 - itself, but it is cited quite a bit. ref DRT 1 105K
530747 -  ..
530748 - Paul provides the following reference.....
530749 -
530750 -    http://www.google.com/search?q=diana+forsythe+engineering
530751 -
530752 - ...which lists a bunch of stuff, among which is....
530753 -
530755 -      ..
530756 -     http://www.stanford.edu/dept/HPS/forsythe.paper.html
530757 -
530758 -
530759 -          Representing the User in Software Design
530760 -
530762 -  ..
530763 - Applies Landauer's User Centered Design, reviwed 950710, ref SDS 7
530764 - 6403, although Forsythe does not cite Landauer's work.
530765 -
530766 -     Read most of this paper and the conclusion.  Did not encounter any
530767 -     explanations that seem helpful to either AI or what we are now
530768 -     calling KM.
530770 -      ..
530771 -     Forsythe reports that AI technologists have difficulty grasping
530772 -     perspective of patients, as users of medical support software. She
530773 -     does not seem to offer a solution.
530775 -      ..
530776 -     This suggests that Kaiser's plan to implement automated support as
530777 -     justification for not using SDS to add "intelligence" to medical
530778 -     practice, reported on 000121, may not work as well as management
530779 -     expects. ref SDS 25 0783
530780 -
530781 -
530782 -
530783 -
530784 -
5308 -

SUBJECTS
Technology Enables Individuals, Small Teams to Solve Complex Problems
Technology Enables Small Groups to Solve Problems

5504 -
550501 -  ..
550502 - Technology Empowers People to Sovle Complex Problems
550503 -
550504 - Follow up ref SDS 83 SM5N.
550505 -
550506 - Paul quotes Gary Johnson saying yesterday that continuing growth in
550507 - computing capability makes it possible for small teams to tackle and
550508 - accomplish feats which only a few years ago were possible only to
550509 - major corporations or governments. ref DRT 1 015H
550511 -  ..
550512 - Paul thinks Gary's expectation is the crux of what makes sense for the
550513 - DKR project.  Paul cites Margaret Mead as having said something like
550514 - "Don't underestimate the power of small groups of committed
550515 - individuals to change the world, in fact, that is the only thing that
550516 - ever has."  Paul does not provide a source for the Mead idea.
550517 - ref DRT 1 01SW
550518 -
550519 -     Where is there evidence that the DKR effort will be successful in
550520 -     unraveling the secret of KM, and if this occurs, that anyone will
550521 -     use KM, per analysis in the letter on 001004? ref SDS 58 P86I
550523 -      ..
550524 -     Paul concurs with a similar point in Gary's letter. ref DRT 1 664J
550525 -
550526 -
550527 -
550528 -
5506 -

SUBJECTS
OHS/DKR Requirements Reviewed
Objectives for Participating in Colloquium
OHS Open Hyperdocument System
World Problems Too Vast Lack Focus
DKR Purpose
Motivations
KM Helps Solve World Problems

6309 -
6310 - 1232 received from Gary
631101 -  ..
631102 - OHS/DKR Requirements and Objectives Reviewed
631103 -
631104 - Received ref DRT 2 0001 from Gary Johnson explaining his summary
631105 - understanding from recent letters he and Paul have submitted on
631106 - competency and values.
631107 -
631108 - The analysis does not link the record for supporting representations
631109 - of fact, objectives or policy.
631111 -  ..
631112 - Gary says...
631113 -
631114 -     1.  This community is interested in developing and promoting an
631115 -         OHS/DKR system. ref DRT 2 0001
631116 -
631117 -            On 000120 discussion among contributors set an objective to
631118 -            develop an OHS/DKR capability, to solve world problems,
631119 -            ref SDS 24 1215, like energy, ref SDS 24 7592, and later
631120 -            hunger. Functionality was not known, ref SDS 24 3002
631121 -         ..
631122 -     2.  Since tools are built with a function in mind, it makes
631123 -         sense to look at the uses to which KM can be applied. This
631124 -         gives rise to the investigation of the large scale problems
631125 -         addressed by the colloquium. ref DRT 2 YS5M
631126 -
631127 -              [On 001221 Gary supports his view that KM may help solve
631128 -              social problems. ref SDS 84 513O
631130 -             ..
631131 -            On 001219 Gary argued that KM solves problems. ref SDS 83
631132 -            6A9N
631134 -             ..
631135 -            KM is an extension of the general solution provided by
631136 -            alphabet technology and spreadsheets that enable literacy,
631137 -            which is the engine of civilization, reported on 991217.
631138 -            ref SDS 20 0320  To the extent literacy solves large and
631139 -            small problems, KM should accelerate this benefit, as
631140 -            reported on 000120. ref SDS 24 3071
631142 -             ..
631143 -            Solving world problems of hunger and energy have been cited
631144 -            as motives for obtaining support of skilled people in the
631145 -            DKR project.
631147 -          ..
631148 -     3.  What can we learn from a study of problems for KM application?
631149 -         ref DRT 2 2T6G
631151 -          ..
631152 -         These problems are socio-technical in nature. Most of them are
631153 -         more social than technical.
631155 -          ..
631156 -         Solutions to these problems will be socio-technical. Solutions
631157 -         will be developed and implemented by groups of individuals
631158 -         collaborating in their solution. Therefore, tools which
631159 -         facilitate collaboration will facilitate the solution of many
631160 -         of these problems.
631161 -
631162 -             Alphabet technology aids collaboration, and KM increases
631163 -             this benefit.
631165 -          ..
631166 -         We need to distinguish the investigation of the nature of the
631167 -         problems and the attempt to solve the problems. From a KM
631168 -         development perspective, the nature of the effort to solve the
631169 -         problem drives requirements. Some investigation will be
631170 -         required in order to prototype, but it would be better if we
631171 -         could tackle problems that we know we can solve so that we can
631172 -         tell when our tools are helping. If we fail to solve a major
631173 -         social problem with our evolving tool, is it the tools or the
631174 -         problem?
631175 -
631176 -            Prototype problems were submitted to the DKR team on
631177 -            000120. ref SDS 24 3071
631178 -
631179 -
631180 -
6312 -

SUBJECTS
Strategy Development Design OHS/DKR for KM
Preliminary Project Plan
Experience Discover Learn KM Pilot Test Use KM to Create KM Tools
OHS/DKR Development Plan for Target Audience, Grant Bowman
Architecture, OHS DKR, 000423
DKR Build by Bootstrapping
OHS DKR Research Discovery Build in Stages Without SDS
SDS Enables Learning KM by Doing KM
OHS Development Vector, Doug, 000405
OHS Primary Objective, Doug, Marcello, 000601
OHS Uses CDS Requirements, 000615
Bootstrap Strategies, 000227
3 Strategies
Empowerment Do What We Want Open Source Feel Good Management

7716 -
771701 -  ..
771702 -
771703 -     4.  How should we proceed to develop such KM solutions?
771704 -
771705 -            On 000120 it was proposed that knowledge be distinguished
771706 -            from information. ref SDS 24 5063
771707 -
771708 -            On 000125 this was proposed again. ref SDS 26 KF6M
771710 -             ..
771711 -            On 000407 this was recommended again. ref SDS 35 2805
771713 -             ..
771714 -            Jack Park explained "architecture" draws on research and
771715 -            ideas from project history, reported 000426. ref SDS 38
771716 -            0304
771717 -
771719 -          ..
771720 -         We need to reach agreement on what the tools should do.
771721 -
771722 -            While it is helpful to exchange ideas, it is also important
771723 -            to gain experience solving problems, whether people agree
771724 -            on what tools to build or not.
771725 -
771726 -            People can develop tools to solve problems, and use the
771727 -            tools whether there is agreement or not.
771729 -             ..
771730 -            Others can interact with work product, and decide whether
771731 -            to try the tools that created the work product, or stick
771732 -            with what they have.
771734 -          ..
771735 -         We need to use the tools to determine that they really
771736 -         contribute to problem solution.
771737 -         ..
771738 -         We need to iterate the solution and the requirements as
771739 -         necessary until the tools become useful for larger problems.
771740 -
771741 -            SRI plans to create a DKR based on Doug's bootstrap
771742 -            strategy, reported on 000326. ref SDS 33 5972
771743 -
771744 -            Gary re-states this idea below. ref SDS 0 AP6H
771746 -          ..
771747 -         All of this would be a lot easier if we already had the sort
771748 -         of system that we wish to build! It sure sounds like
771749 -         bootstrapping to me!
771750 -
771751 -            On 001121 the DKR team received ideas for using SDS to gain
771752 -            experience for learning how to create KM. ref SDS 77 XU8I
771754 -             ..
771755 -            Below, Gary lists known existing tools, including SDS; does
771756 -            not make recommendations. ref SDS 0 NY3R
771757 -
771759 -          ..
771760 -     5.  What can we say about the nature of the KM tools we want?
771761 -         Without trying to do all of the requirements analysis in one
771762 -         shot, here are some things that seem obvious.
771763 -
771764 -            Why not start with requirements submitted by....
771765 -
771766 -               Eric Armstrong on 000505, ref SDS 40 0001, and last
771767 -               modified on 000614. ref SDS 44 0782
771769 -                ..
771770 -               Jack Park's ontology on 000623. ref SDS 46 4752
771772 -                ..
771773 -               Doug Engelbart OHS Launch Plan on 001025. ref SDS 62
771774 -               G3W8
771776 -                ..
771777 -               Jack's plan to upgrade SDS on 001130. ref SDS 82 0001
771779 -             ..
771780 -            Below, Gary identifies scalability and functionality he
771781 -            feels would be useful. ref SDS 0 DR6I
771782 -
771783 -
771784 -
771785 -
7718 -

SUBJECTS
Scalability Supports POIMS Criteria of Integrating Personal and Organ

7803 -
780401 -  ..
780402 -
780403 -         POIMS Integrates Personal, Organizatoinal Management
780404 -
780405 -     6.  Scalability - Supports POIMS Objectives
780406 -
780407 -         We need to be able to represent addressable atoms of
780408 -         information. The kinds of information, the nature of the
780409 -         representation, and the operations that can be performed on
780410 -         them is part of the problem investigation.
780411 -
780412 -             On 000125 "scalable" DKR was a requirement. ref SDS 26
780413 -             2850
780415 -              ..
780416 -             On 000423 Eric Armstrong proposed atomic data structures
780417 -             for knowledge management. ref SDS 36 4933  On 000424 Sandy
780418 -             Klausner supported this requirement. ref SDS 37 4212
780420 -              ..
780421 -             On 000830 Joe Williams concurred scability is needed.
780422 -             ref SDS 53 FM6M
780424 -          ..
780425 -         Since all input from the system will be by individuals, a
780426 -         successful tools will be usable by a single individual for
780427 -         managing the information with which he is directly involved.
780428 -         Start of scalability is 1 person.
780429 -
780430 -             Good point.
780432 -              ..
780433 -             This use of "scalable" supports POIMS technology that
780434 -             integrages personal and organizational management.
780435 -             ref OF 1 7A6M and ref OF 1 0858
780436 -
780437 -                [On 010719 Gary inquired about SDS, and so suggested
780438 -                alliance to advance KM with SDS. ref SDS 88 OL8I
780440 -                 ..
780441 -                [On 011006 Gary makes same point. ref SDS 90 XR4I
780443 -          ..
780444 -         The next step beyond the individual is communication with
780445 -         other individuals. This is essentially publishing at varying
780446 -         levels of formality.
780448 -          ..
780449 -         Beyond publishing is accepting feedback.
780451 -          ..
780452 -         Beyond feedback is collaboration.
780453 -
780454 -             POIMS provides "knowledge" as the deliverable beyond
780455 -             feedback. ref OF 1 2200 citing also NWO. ref OF 2 0936
780457 -          ..
780458 -         Beyond collaboration is ???
780459 -
780460 -             Collaboration is one source of human experience providing
780461 -             information that feeds the intelligence process. see
780462 -             POIMS. ref OF 1 6649
780463 -
780464 -
780465 -
780466 -
7805 -

SUBJECTS
Subject Indexing
Formality Considered Harmful, Frank Shipman, Catherine Marshall
IBIS Decision Support
Organic Subject Structure Research SDS Enhances Intelligence, 001011,
Organic Structures Greater Control Microcosm of Details Improves Prod
Organic Subject Structure Manages Complexity, Like WBS
Organic Structure Power of Microcosm Control Lower Levels Improve Pro
Ontology Organic Subject Structure WBS Methodology
Organize Complexity Ontology Digging Ditch
Organic Subject Structure Assemble Record on Particular Issues
Balance Organic Structure with Flexibility
Rigid Structure Reduces Productivity, e.g., IBIS
Pandaora's Box of Complexity Ontology, Jack Park
Structure Rigid Hampers Productivity KM Dilemma, e.g., IBIS
IBIS Rigid Rules Prevent Effective KM, Gary Johnson
Flexible Structure Supports KM, Gary Johnson, SDS Provides Flexible S
Subjects Finding Information Requires Effective Organic Structure

A719 -
A72001 -  ..
A72002 -     7.  Functionality
A72003 -
A72004 -            In this section, Gary describes a lot of how SDS
A72005 -            functions.
A72006 -
A72007 -
A72008 -         Studies show people resist formalisms capturing information
A72009 -         even if they use such conventions by observations. ref DRT 2
A72010 -         WK5O
A72011 -
A72012 -            On 000218 IBIS has not been successfully deployed.
A72013 -            ref SDS 29 7050
A72014 -
A72015 -               [On 010426 Pat Lincoln considers IBIS for KM; Eric
A72016 -               Armstrong reports Jeff Conklin withdrew support for this
A72017 -               method. ref SDS 87 QY7N
A72019 -             ..
A72020 -            On 001011 proposed research for SRI on organizing
A72021 -            information effectively. ref SDS 59 FZ4F
A72023 -             ..
A72024 -            Gary cites for support...
A72025 -
A72026 -                http://www.csdl.tamu.edu/~shipman/
A72028 -             ..
A72029 -            Frank Shipman (shipman@cs.tamu.edu) is an assistant
A72030 -            professor of computer science at the Center for the Study
A72031 -            of Digital Libraries, Texas A&M University.
A72032 -
A72033 -                    shipman@cs.tamu.edu
A72035 -             ..
A72036 -            Frank's doctoral work at the University of Colorado and
A72037 -            subsequent work at Xerox PARC and Texas A&M investigates
A72038 -            combining informal and formal representations in interfaces
A72039 -            and methods for supporting incremental formalization. Frank
A72040 -            lists a lot of papers, but they are PDF (pictures), and so
A72041 -            it difficult to assess support for Gary's proposition.
A72042 -
A72043 -                [On 001222 Shipman's work reviewed again. ref SDS 86
A72044 -                K58L
A72046 -                 ..
A72047 -                [On 011006 Shipman proposes incremental formalization
A72048 -                to overcome resistance to organizational memory.
A72049 -                ref SDS 89 F44L
A72050 -
A72052 -             ..
A72053 -            Frank's paper.....
A72055 -                   ..
A72056 -                  Formality Considered Harmful:
A72057 -                  Experiences, Emerging Themes, and Directions
A72058 -
A72059 -            http://www.csdl.tamu.edu/~shipman/formality-paper/harmful.html
A72060 -
A72061 -            ... ref OF 4 0001, is not dated; seems to have been
A72062 -            published while Frank worked at Xeroc PARC, prior to his
A72063 -            assignment at Texas A&M.
A72065 -             ..
A72066 -            Frank uses the convention from cognitive science of calling
A72067 -            information "chunks," ref OF 4 0049, from George Miller's
A72068 -            work in 1954, reviewed on 990303. ref SDS 13 NW5F and
A72069 -            ref SDS 13 LX6F  Frank does not cite Miller's earlier work.
A72071 -             ..
A72072 -            IBIS is cited as a formal structure that is difficult to
A72073 -            apply consistently for improving productivity of
A72074 -            knowledge work. ref OF 4 01S5 and ref OF 4 02TU also at,
A72075 -            ref OF 4 0256
A72076 -
A72077 -               On 001130 Jack Park proposed adding IBIS capbability
A72078 -               to SDS. ref SDS 82 AZ7J
A72079 -
A72081 -                   ..
A72082 -                  Integrating Different Perspectives on Design
A72083 -                  Rationale: Supporting the Emergence of Design
A72084 -                  Rationale from Design Communication
A72086 -             ..
A72087 -            http://www.csdl.tamu.edu/~shipman/aiedam/aiedam.html
A72088 -
A72089 -            ...this paper is also undated.  It is published at Texas
A72090 -            A&M, with a colleague, Raymond J. McCall
A72091 -            (mccall@spot.colorado.edu)  The paper is not entered in the
A72092 -            record, because it supports the points above.  The focus is
A72093 -            on the design process, which seems curious, since design is
A72094 -            endemic to daily life, and so it is subject to the normal
A72095 -            intelligence process of human cognition.  If we improve one
A72096 -            we improve the other.
A72098 -             ..
A72099 -            Abstract says in part.....
A72100 -
A72101 -                Design rationale implies argumentation and frameworks
A72102 -                for argumentation.  It implies documentation of design,
A72103 -                like that required for many types of industrial or
A72104 -                government work.  Others describe capture communication
A72105 -                about design.  We propose an integrated approach where
A72106 -                communication is captured and, over time, incrementally
A72107 -                structured into argumentation and other formalisms to
A72108 -                enable improved retrieval and use of this information.
A72110 -             ..
A72111 -            This reflects POIMS technology "intelligence" process,
A72112 -            ref OF 1 6649, as applied by SDS.
A72113 -
A72114 -
A72115 -
A72116 -
A722 -

SUBJECTS
Knowledge Management Capture Information Streams Without Form Organi

AD03 -
AD0401 -          ..
AD0402 -         ...we need to capture information as it arises, and connect it
AD0403 -         in various ways later. ref DRT 2 RZ3H
AD0404 -
AD0405 -            Good point; aligns with POIMS, ref OF 1 M17I  Connections
AD0406 -            can be created at the time, then edited later as
AD0407 -            circumstances warrant.  Bill DeHart reported that SDS
AD0408 -            provides flexible structure for managing context.
AD0409 -            ref SDS 47 PQ6G
AD0411 -          ..
AD0412 -         Tools need to allow capturing information and organization
AD0413 -         ref DRT 2 0105
AD0414 -
AD0415 -         a.  Free text to support totally formless, formality-free
AD0416 -             information input. ref DRT 2 O13N
AD0417 -
AD0418 -         b.  Outline capability to support hierarchy. Hierarchy can be
AD0419 -             overused, it is still a way to organize and manipulate
AD0420 -             information. ref DRT 2 T14G
AD0421 -
AD0422 -                 [On 080426 Gary proposes line numbers shallow outline
AD0423 -                 not needed to organize the record in SDS; discusses
AD0424 -                 tagging systems that are easier to maintain; no
AD0425 -                 examples are given. ref SDS 92 4K9M
AD0427 -              ..
AD0428 -         c.  Indexing support tools. Both automated tools and ways to
AD0429 -             add indexing to existing material. ref DRT 2 01QT
AD0431 -              ..
AD0432 -         d.  Multiple hierarchies and networks. Hierarchy assumes that
AD0433 -             there is a single location for any piece of information, a
AD0434 -             single classification taxonomy. Humans don't work that
AD0435 -             way. We use multiple hierarchies and networks to classify
AD0436 -             and organize experience. ref DRT 2 4J4M
AD0438 -              ..
AD0439 -         e.  Easy reference to existing material. ref DRT 2 01RS
AD0441 -              ..
AD0442 -         f.  Hyperlinking in as much generality as we can envision uses
AD0443 -             for. ref DRT 2 OJ5K
AD0445 -              ..
AD0446 -         g.  Ease of gathering and reorganizing existing information.
AD0447 -             Refactoring is necessary since abstractions evolve over
AD0448 -             time, and classification structures change. ref DRT 2 LJ5M
AD0449 -
AD0450 -                  [On 001222 Gary explains "refactoring" is a term for
AD0451 -                  reorganizing the record to improve understanding.
AD0452 -                  ref SDS 86 I53M
AD0454 -                   ..
AD0455 -                  [On 001222 Gary uses "refactoring" to explain adding
AD0456 -                  alignment to continually refine understanding of
AD0457 -                  communication beyond software engineering.
AD0458 -                  ref SDS 91 YR9K
AD0459 -
AD0460 -
AD0461 -
AD0462 -
AD0463 -
AD05 -

SUBJECTS
SDS Advantages
Usefulness Primary Design Criteria
Automated Integration of Key Management Practices
Automated Integration of Management Tasks Lifts Capacity to Think

AJ06 -
AJ0701 -  ..
AJ0702 - Scalable, Flexible KM Tools Have Big Advantages
AJ0703 -
AJ0704 - Gary maintains that his approach, per above, ref SDS 0 TQ4H, which
AJ0705 - reflects SDS capability, has advantages....
AJ0706 -
AJ0707 -     1.  Provides tools that a single individual can use on a local
AJ0708 -         system. ref DRT 2 01SR
AJ0710 -          ..
AJ0711 -     2.  Information organized using the individual tools will be able
AJ0712 -         to be published to a web site and maintained there by the
AJ0713 -         individual. ref DRT 2 2P6O
AJ0714 -         ..
AJ0715 -     3.  Tools will scale from there to allow feedback, and then
AJ0716 -         collaboration. ref DRT 2 01TR
AJ0718 -          ..
AJ0719 -     4.  Both individual and web site information can be merged easily
AJ0720 -         either between individuals or web sites or central
AJ0721 -         repositories. ref DRT 2 HP7J
AJ0722 -
AJ0723 - ..
AJ0724 - Gary argues these capabilities are useful at various levels that
AJ0725 - can be applied to the problem of developing the tools themselves and
AJ0726 - also to the problems that we are developing the tools to address. At
AJ0727 - any point that the tools reach the scale where they are sufficient to
AJ0728 - any specific problem, that problem may be attacked in earnest by those
AJ0729 - people concerned with the problem. ref DRT 2 K57M
AJ0730 -
AJ0731 -     This returns to the idea of bootstrapping by using tools to
AJ0732 -     discover how to improve the tools, per above. ref SDS 0 ZL6J
AJ0733 -
AJ0734 -
AJ0735 -
AJ0736 -
AJ0737 -
AJ08 -

SUBJECTS
Starter Tools
Starter Technologies DKR/OHS, 000504
DKR Starter Technologies, 000504

AN05 -
AN0601 -  ..
AN0602 - Starter Tools to Develop OHS/DKR
AN0603 -
AN0604 - Gary says "You can't start from where you aren't, you have to start
AN0605 - from where you are," ref DRT 2 01UT, and asks what tools do we have
AN0606 - that we can start to use for discussing the development of the KM
AN0607 - tools.
AN0609 -  ..
AN0610 - Gary lists the email system, ZWIKI, SDS and Augment.  He cites
AN0611 - efforts to develop capabilities using open source.  He makes no
AN0612 - recommendations.
AN0613 -
AN0614 -
AN0615 -
AN0616 -
AN0617 -
AN0618 -
AN0619 -
AN07 -
AN08 -