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


S U M M A R Y


DIARY: January 11, 2001 08:25 PM Thursday; Rod Welch

Called Doug Engelbart on introducing SDS at SRI.

1...Summary/Objective
2...Management Requires Resources, Tools, Skills, Authority
3...SDS Expands Bandwidth to Augment Intelligence by Improving Memory
4...SRI Considering Using Communication Metrics to Improve Management
5...Communication Manager Uses SDS to Transition from IT to KM


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CONTACTS 
0201 - Bootstrap Institute                  510 713 3550
020101 - Mr. Douglas C. Engelbart, Ph.D.
020102 - doug@bootstrap.org

SUBJECTS
SDS Best KM Technology, Doug Engelbart
Bandwidth Think Not Enough Time for Communication Metrics
SDS Used at SRI Doug Supports Based on Implementing with Com Manager
SDS Supports OHS DKR Objectives, Jack Park
SDS Proposal to Support OHS DKR Objectives
Com Manager Role Knowledge Integrator Special Tools Training Motivate
Hyperscope Architecture Progress Delayed, Doug Engelbart
Learn by Doing KM Create Culture of Knowledge Essential Convert from
Assignments Require Authority
Open Source Assignments Require Authority
Memory Aided by SDS
Bandwidth Limited by Information Overload Needs SDS to Improve Memory
Bandwidth Limited Information Overload Not Enough Time Need SDS to Re
SDS Improves Memory Solves Limited Bandwidth
Open Sourse Slow Progress Hyperscope Architecture OHS, Doug Engelbart
SDS Review for KM Support, Doug Engelbart
Hoffman, Marcello Could Review SDS and Com Metrics Under Business Int

2719 -    ..
2720 - Summary/Objective
2721 -
272101 - Follow up ref SDS 26 0000, ref SDS 25 0000.
272102 -
272103 - Discussed ideas for helping SRI deploy Communication Metrics using a
272104 - Communication Manager role. ref SDS 0 B2WY  Work on architecture for
272105 - Hyperscope is slow.  Considered asking folks working on translating
272106 - Augment NLS to JAVA to switch over to developing Hyperscope
272107 - architecture. ref SDS 0 IB9F  Reviewed need for authority to improve
272108 - management, coordination and collaboration.  Tools help, skills are
272109 - essential, and so is authority.
272110 -
272111 - Submitted ref DIT 1 0001 confirming these discussions, including idea
272112 - for Jack and Brian to work on Hyperscope architecture. ref SDS 0 IB9F
272113 -
272114 -     Sent copy to Pat Lincoln and Jack Park.
272115 -
272116 -
272117 -
272118 -  ..
2722 -
2723 -
2724 - Progress
2725 -
272501 -  ..
272502 - Management Requires Resources, Tools, Skills, Authority
272503 - SDS Expands Bandwidth to Augment Intelligence by Improving Memory
272504 -
272505 - Explained letter from Pat Lincoln today citing objectives to improve
272506 - coordination and collaboration, and noting progress is not moving
272507 - rapidly. ref SDS 40 0001
272508 -
272509 - Doug mentioned having attended a meeting with Pat yesterday.
272510 -
272511 - Doug explained frustration over delays getting architecture and code
272512 - started on Hyperscope, set as a priority in the OHS Launch Plan issued
272513 - on 001025. ref SDS 25 ADK1
272514 -
272515 -    On 001017 need for project management to plan and schedule the work
272516 -    was reviewed as core requirement to get things done. ref SDS 22
272517 -    0784
272518 -    ..
272519 -    On 001122 Eric Armstrong reported pending issues on
272520 -    developing architecture for OHS. ref SDS 33 0001
272521 -
272522 -    On 001217 Nicholas Carroll reported Doug wants "use case" work to
272523 -    commence on the Hyperscope, and proposed ideas on a format.
272524 -    ref SDS 36 0001
272525 -
272526 -    On 000327 reviewed need for resources and authority to get things
272527 -    done. ref SDS 12 5402
272528 -
272529 -    On 001025 open source presents challenges getting things done even
272530 -    with ample resources. ref SDS 25 ADK1
272531 -
272532 -    On 001101 VA Linux reports difficulties getting this done using
272533 -    open source design methods. ref SDS 28 HW9F
272534 -
272535 -       [...in another record explain getting things done requires
272536 -       authority to coordinate and collaborate. ref SDS 40 XJ6F
272537 - ..
272538 - Progress on Hyperscope architecture might be expedited by
272539 - diverting Jack Park and Pat Lincoln's brother, Brian, from converting
272540 - Augment NLS to JAVA, to instead work on the Hyperscope.
272541 -
272542 - Doug said he is not aware that Jack and Brian are working on this
272543 - task.
272544 -
272545 - We reviewed the record on the event held at SRI on 001220 honoring
272546 - Doug's award for the National Medal of Technology.  Pat Lincoln
272547 - reported at that time that Jack and Brian are doing this task, and
272548 - Jack confirmed it. ref SDS 37 BV3W
272549 -
272550 -      [On 010112 Jack reports there is no work being done to translate
272551 -      Augment NLS to Java.  Discussions have occurred on this, but have
272552 -      not yet materialized into a project. ref SDS 41 0001
272553 - ..
272554 - Doug asked where is an easy place he can review this record?
272555 -
272556 - I suggested the letter sent to the DKR team on 001220.  A copy was
272557 - sent to Doug, with a special note. ref SDS 37 GG6L  Later, Henry van
272558 - Eykan put a reference to the record on Doug's Bootstrap Institute web
272559 - page, honoring Doug's award.
272560 - ..
272561 - Doug said SDS helps remember information and alignment with
272562 - relevant history better than other methods.  He feels fast, accurate
272563 - access to relevant organizational memory is important for improving
272564 - productivity.
272565 -
272566 - Henry van Eykan reported similar findings on 001105. ref SDS 29 FB4I
272567 - On 001116 Jack Park and Paul Fernhout concurred. ref SDS 32 0001  This
272568 - solves problem of limited bandwidth Doug cited on 000223, ref SDS 10
272569 - 3774, which is a growing issue affecting a lot of organizations, cited
272570 - in reviewing the letter from Pat Lincoln today. ref SDS 40 XJ6F
272571 -
272572 -     [On 010411 Jack Park noted SDS enables finding every little thing.
272573 -     ref SDS 45 X34F
272574 -
272575 -     [On 010916 Eric Armstrong reported SDS enables amazing memory.
272576 -     ref SDS 46 0001
272577 -
272578 -     [On 010916 Eric Armstrong reports nobody can find anything with
272579 -     other methods. ref SDS 47 KA6H
272580 - ..
272581 - Doug explained he does not review the BI web page often.
272582 -
272583 -
272584 -
272585 -
272586 -
272587 -
272588 -
272589 -
2726 -

SUBJECTS
SRI Use SDS Improve Management
Concensus Needed to Apply SDS at SRI
Hoffman, Marcello Could Review SDS and Com Metrics Under Business Int
SDS Review for KM Support, Doug Engelbart

3507 -
350701 -  ..
350702 - SRI Considering Using Communication Metrics to Improve Management
350703 -
350704 - We reviewed prior planning on 001224 when Pat scheduled a meeting at
350705 - SRI on 010109 with Curt Carlson and Vicky Starvedou to consider using
350706 - SDS for Communication Metrics at SRI. ref SDS 39 0001
350707 -
350708 - Today, Pat considered waiting for Vicky to call in from home while on
350709 - maternity leave to consider the SDS iniative. ref SDS 40 746O
350710 -
350716 - ..
350717 - Doug said there is another group at SRI that is investigating
350718 - Business Intelligence.  Marcello Hoffman is the lead researcher for
350719 - Knowledge Management in this group.  Business Intelligence was
350720 - reviewed on 980226. ref SDS 4 2716  On 000330 Marcello advised that
350721 - Doug's work is the leading authority in Knowledge Management.
350722 - ref SDS 13 2627
350723 -
350724 -        [On 010119 Doug will talk to Business Intelligence group about
350725 -        investigating Com Metrics and SDS. ref SDS 43 664K
350726 -
350727 -      On 000622 discussed Marcello's ideas on KM. ref SDS 16 0001
350728 -
350729 -      Marcello planned to comment on SDS, but has had enough time so
350730 -      far. ref SDS 16 GY5K
350731 - ..
350732 - Doug commented that Marcello gets a lot of proposals for KM, and
350733 - so information on SDS may have gotten overlooked in the shuffle.
350734 -
350735 - We reviewed Doug's comments on 001027 that SDS is a unique capability.
350736 - ref SDS 26 XV6F  On 001017 Pat Lincoln concurred. ref SDS 21 VY4J  On
350737 - 001116 Jack Park and Paul Fernhout reported that SDS work product is
350738 - inspirational and amazing. ref SDS 32 0001  Accordingly, Marcello has
350739 - never received a proposal or capability that is anything like SDS.  If
350740 - he had, we would all know about it, because someone would be producing
350741 - work product.
350742 - ..
350743 - Doug feels concensus needs to occur for deploying SDS across
350744 - SRI's management at the VP level.
350745 -
350746 - Leadership with a broader vision, explained in NWO, ref OF 2 5653,
350747 - creates "sufficient" concensus that empowers executives and managers
350748 - to overcome fear of accountability to learn new methods, reported on
350749 - 980405. ref SDS 7 5065
350750 -
350751 -     On 980307 Andy Grove reported that helping people improve their
350752 -     work is like "walking through the valley of death," ref SDS 6 4674
350753 -     Under the inertia of success, people like to work on familiar
350754 -     things in familiar ways. ref SDS 5 3740
350755 -
350756 -        [...in another record today, Pat Lincoln notes slow progress
350757 -        improving coordination and collaboration. ref SDS 40 EF6M
350758 -     ..
350759 -     On 911123 the only concensus that can be reached is on Feel
350760 -     Good Management, ref SDS 1 1331, because people want technology to
350761 -     make bad management successful, not to make good management
350762 -     easier.
350763 -
350764 - The only way to obtain a concenses on using SDS is to position people
350765 - to experience the benefits of investing intellectual capital by adding
350766 - "intelligence" to information that generates knowledge and ideas for
350767 - saving time and money.  Right now the talented and experienced people
350768 - at SRI, as at other organizations, are emotionally invested in the
350769 - paradigm of foraging on information produced by IT.  They expect
350770 - instant gratification delivered by information, and so cannot be
350771 - talked into waiting a few days, weeks, months, even years for deferred
350772 - rewards of knowledge.  If we can use SDS at a particular level where
350773 - the senior people encounter the record, then they will discover the
350774 - benefits of KM, as have members of the DKR team over the past year.
350775 -
350776 -
350777 -
350778 -
350779 -
3508 -

SUBJECTS
Knowledge Worker Communication Manager
Com Manager Role Needed for KM, Doug Engelbart
Communication Manager Doug Supports; Did Not Know SDS Implemented wit
Com Manager Ensures Time is Invested in Metrics Using Tools
New World Order Complexity Requires Professional Role Use SDS Like Pi

4608 -
460801 -  ..
460802 - Communication Manager Uses SDS to Transition from IT to KM
460803 -
460804 - Follow up ref SDS 25 8094.
460805 -
460806 - Doug asked how SDS is deployed?
460807 -
460808 - We reviewed the Communication Manager role that uses SDS to align
460809 - daily working information with objectives and requirements, similar to
460810 - the way an accountant uses a spreadsheet to align finances with
460811 - budgets, explained in the NWO... ref OF 2 6369
460812 -
460813 - Scope of services is explained in a report by the U.S. Army Corps of
460814 - Engineers. ref DRP 2 4929
460815 -
460816 -     [On 010119 discussed with Jo McKenzie, Curt's Amin Assistant, that
460817 -     scope of Com Manager includes admin assistance. ref SDS 43 YJ9H
460818 - ..
460819 - Doug feels this is a good procedure that aligns with his call
460820 - for "Knowledge Integrtors" in the OHS Launch plan issued on 001025.
460821 - ref SDS 25 8094
460822 -
460823 - Communication Managers empower people to improve their work without
460824 - having to immediately learn anything new, or change their work
460825 - practices, which is hard to do.  He related using a similar procedure
460826 - when the Augment project was underway at SRI in the 60s.  Doug's
460827 - OHS/DKR Launch Plan issued on 001025 calls for similar transition
460828 - support. ref SDS 25 C9WP
460829 -
460830 -     [On 010114 case study illustrates SDS records on the Internet
460831 -     enables people to increase competence for solving complex problems
460832 -     by applying lessons of the past available through a connected
460833 -     record that Doug proposes. ref SDS 42 0001
460834 - ..
460835 - Doug indicated he was not aware until now that SDS is applied
460836 - through a new work role.
460837 -
460838 - The idea is generally explained in comments on the OHS Launch Plan,
460839 - which Doug requested on 001025. ref SDS 25 065J
460840 - ..
460841 - He asked if Pat is aware of this deployment method?
460842 -
460843 - A recent letter to Pat on 001222 explains KM is one part tools and 2
460844 - parts people, and expressly states the solution requires Communication
460845 - Managers to pilot SDS. ref DIP 1 DU6O  The letter to Vicky on 010104,
460846 - which was also sent to Pat and Curt, expressly sets an agenda for the
460847 - meeting on 010109 to develop a scope of services for Communication
460848 - Metrics. ref DIP 5 00UP An earlier letter on 001221 explained how SDS
460849 - is used as a service to improve management. ref SDS 38 0001  Despite
460850 - express notice, this record is not conclusive about Pat's perception
460851 - on this point.
460852 -
460853 - Doug feels that everyone is so busy these days, this record may not
460854 - have conveyed the implementation procedure of using a Communication
460855 - Manager.
460856 -
460857 -     [On 010119 Doug advised that Pat was not aware SDS is applied by a
460858 -     Communication Manager. ref SDS 44 FK8O
460859 - ..
460860 - Doug asked how much it would cost to train and supervise someone
460861 - to use SDS in a Communication Manager role?
460862 -
460863 - We reviewed a process of Welch providing initial support for 2 - 6
460864 - months, then evaluate what kind of person is needed to be trained for
460865 - the work, and how many might be needed.  This gives SRI experience
460866 - understanding the scope of KM, which can be used to exand the support
460867 - role.
460868 -
460869 - This cost could run $50K - $150K.
460870 -
460871 - KM support using Communication Metrics has been provided at no charge
460872 - for the past 12 months to help the DKR team learn about KM, as shown
460873 - in the record on 001017. ref SDS 22 3995  Doug feels these SDS records
460874 - show the value added of KM, but he was not aware it is implemented by
460875 - a Communication Manager.
460876 -
460877 -      [On 010119 Doug suggests using SDS for OHS project. ref SDS 43
460878 -      HQ6O
460879 - ..
460880 - Doug feels a support role is critical to prepare a useful
460881 - record.  He related having assigned non-technical people to apply
460882 - Augment, similar to the practice in auto racing, where engineers build
460883 - the car, and skilled drivers do the racing.
460884 -
460885 - We discussed key skills of a Com Manager to develop and apply organic
460886 - subject structure that makes the record useful.  It is discussed as
460887 - "ontology" by the DKR team, for example Jack Park's letter on 001130.
460888 - ref SDS 35 0001  Another skill is preparing a useful, constructive
460889 - record without causing excessive emotional turmoil, while recognizing
460890 - that feedback will cause some people to react negatively until they
460891 - gain confidence in relying on the record.
460892 -
460893 -     [On 010112 example of psychological burden of feedback.
460894 -     ref SDS 41 M2WS
460895 - ..
460896 - Doug indicated he supports using Communication Metrics at SRI
460897 - under these conditions.  He might be interested in using Com Metrics
460898 - for himself, which was proposed on 000113, noted in Doug's letter on
460899 - 000223, ref SDS 10 V2GS, The need for a new role was cited in the
460900 - letter on 000301. ref DIP 2 2035
460901 -
460902 - Doug feels intellectual property could be a sticking point, since SDS
460903 - is proprietary and SRI wants to develop OHS for an open source effort.
460904 -
460905 - He will discuss with Steve Weiner, SRI's lawyer on intellectual
460906 - property, how this might be accomplished, to protect all of the
460907 - parties interests.
460908 -
460909 -     [On 010119 Doug did not talk to Steve. ref SDS 44 FK8O
460910 -
460911 -
460912 -
460913 -
460914 -
460915 -
460916 -
460917 -
460918 -
460919 -
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