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


S U M M A R Y


DIARY: January 19, 2001 07:57 AM Friday; Rod Welch

Called Pat Lincoln about improving SRI management.

1...Summary/Objective
2...Progress Coordinating Review of Com Metrics at SRI
3...Education Initiative Foster Culture of Knowledge
4...OHS/DKR Meeting at SRI on Linking Features for Hyperscope
5...Meeting with Curt Carlson on KM Research, Improving SRI Management

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

1...Doug indicated he will visit with the Business Intelligence group
2...Doug will visit with Carla Woodworth about SDS for SRI project

CONTACTS 
0201 - SRI International                    650 326 6200
020101 - Mr. Pat Lincoln; Director  =650 859 5454
020102 - Lincoln@csl.sri.com
020103 - Computer Science Laboratory
0202 - SRI International                    650 326 6200
020201 - Mr. Curtis R. Carlson; President and CEO =650 859 2878
020202 - curt.carlson@sri.com
020203 - Executive Offices
0203 - Bootstrap Institute                  510 713 3550
020301 - Mr. Douglas C. Engelbart, Ph.D.
020302 - doug@bootstrap.org

SUBJECTS
Stavridou, Vicky, Lincoln, Pat on Using SDS to Improve SRI Management
SRI Use SDS to Improve Management
Time Not Enough Review Research Proposals for Saving Time Improving M
Coordination and Collaboration SRI Needs Help
Lincoln, Pat Not Aware Com Manager Applies SDS
Hyperscope Meeting at SRI Presentation on Linking by Engineer from Is
SDS Not Aware Applied Using Communication Manager
Schedule Meeting Review SDS
Meeting on SDS Curt Sent Letter to Pat Lincoln Asking Him to Schedule

2411 -    ..
2412 - Summary/Objective
2413 -
241301 - Follow up ref SDS 81 0000, ref SDS 80 0000.
241302 -
241303 - Left message for Pat Lincoln, following up his letter on 010111,
241304 - ref SDS 81 EF6M, about meeting on the agenda in the letter to SRI,
241305 - ref DIP 10 NF6G on 010104. ref SDS 78 WZ4N  This, also, follows up the
241306 - letter to Pat on Tuesday, 010116. ref SDS 85 0001
241307 -
241312 - Left message for Curt Carlson following telecon on 010104 about a
241313 - meeting on 010109, ref SDS 78 WZ4N, and cited Pat's letter on 010111
241314 - calling for need to improve coordination and collaboration.
241315 - ref SDS 83 N85H
241316 -
241317 -     [...below, Jo McKenzie returned call and will follow up with Pat
241318 -     and Curt on Monday. ref SDS 0 AW6I
241319 -
241320 -
241321 -  ..
241322 - Progress Coordinating Review of Com Metrics at SRI
241323 -
241324 - Called and talked to Doug at home.
241325 -
241330 - Doug discussed SDS with Pat yesterday, and indicated today that Pat
241331 - commented favorably on SDS for supporting KM, which is set out in
241332 - Doug's 1972 paper reviewed on 000327. ref SDS 24 3971  This aligns
241333 - with the meeting at SRI on 000725, ref SDS 32 0050, and Pat's letter
241334 - on 010111. ref SDS 81 3X4I
241335 -
241336 -     Doug advised that Pat was not aware SDS is applied by using a
241337 -     Communication Manager, per telecon on 010111. ref SDS 83 RL6O
241338 - ..
241339 - Doug feels the SRI research group for Business Intelligence is a
241340 - good place to study SDS and Communication Metrics.  This aligns with
241341 - Doug's comments in the telecon on 010111. ref SDS 83 P26L  Today, he
241342 - indicated that this group might seek funds to research SDS, but not to
241343 - sponsor application at SRI.  This fits research proposals to SRI on
241344 - 001011, ref SDS 39 0001, set for discussion with Curt in the agenda,
241345 - ref DIP 10 B8RW, prepared on 010104. ref SDS 78 D67M
241346 -
241347 - Doug indicated he will visit with the Business Intelligence group
241348 - about researching SDS and Communication Metrics for providing
241349 - effective business "intelligence," as called out on welchco.com....
241350 -
241351 -                 http://www.welchco.com
241352 -
241353 - "Business Intelligence" was reviewed previously on 980226. ref SDS 9
241354 - 0001
241355 -
241356 - Doug noted that application of SDS at SRI would have to occur within
241357 - well defined boundaries.
241358 -
241359 - Project management provides a framework to set boundaries for applying
241360 - SDS.  See for example report by USACE on using SDS to support project
241361 - management. ref DRP 5 6172  Scope of services on the proposed agenda
241362 - to discuss with SRI defines boundaries. ref DIP 10 00UP
241363 -
241364 - Additionally, on 000829 Pat Lincoln related that Curt Carlson wants to
241365 - improve SRI's general management. ref SDS 34 MJ6F  Recently, on 010111
241366 - Pat noted in a letter that SDS can do this. ref SDS 81 3X4I  SDS
241367 - improves management immediately throughout an organization within the
241368 - parameters of KM, as set out in Doug's 1972 paper cited on 000327.
241369 - ref SDS 24 3971
241370 -
241371 -      [...below, discuss admin support with Jo McKenzie. ref SDS 0 YJ9H
241372 -                             ..
241373 - Doug will visit with Carla Woodworth about SDS for SRI project
241374 - management.  Carla was mentioned on 001017 for supporting Doug's OHS
241375 - project at SRI. ref SDS 41 01DP
241376 - ..
241377 - Doug noted that using SDS to support SRI projects would have to
241378 - be approved by a project sponsor.
241379 -
241380 - Doug thinks the OHS/DKR project is a good place to use SDS.  It would
241381 - extend the record of the past year, reported on 001017. ref SDS 41
241382 - 1575
241383 -
241384 -
241385 -
2414 -

SUBJECTS
School Project Where Did PC Come From?
Linking to Doug's Papers Fosters Culture of Knowledge Competence Educ

2605 -
260501 -  ..
260502 - Education Initiative Foster Culture of Knowledge
260503 -
260504 - Follow up ref SDS 78 TR3O, ref SDS 72 KI6O.
260505 -
260506 - Reviewed idea for a scholarship program that fosters a culture of
260507 - knowledge, based on Doug's legacy, per meeting with Henry van Eykan on
260508 - 001105, ref SDS 48 8621, and event for Doug at SRI on 001220.
260509 - ref SDS 72 KI6O
260510 -
260511 - Doug asked how this would advance education on KM?
260512 -
260513 - We discussed encouraging people to discover the benefits of KM by
260514 - doing KM, proposed to the DKR team in a letter on 001121, ref SDS 58
260515 - XU8I, based on a prior letter on 001004. ref SDS 38 P86I  This starts
260516 - by linking to relevant portions of the record, as Doug called out on
260517 - 001025. ref SDS 44 00VU
260518 -
260519 - Since people will generally not do this on their own, as shown by the
260520 - record of the DKR team, for example, on 001126, ref SDS 62 T63N, we
260521 - need a mechanism to pay people to discover the benefit of "being
260522 - prepared," so they will continue this in their work practice, as
260523 - explained on 950327. ref SDS 4 8822
260524 -
260525 - Since SRI is putting up funds for an Engelbart scholarship, this can
260526 - be offered through an essay competition on the future of technology
260527 - based on linking to the origins of the PC and the meaning of Doug's
260528 - Bootstrap concept of ABC improvement, as posed in the record of the
260529 - event at SRI on 001220 honoring Doug for winning the National Medal of
260530 - Technology. ref SDS 72 KI6O
260531 -
260532 - Doug noted SRI is supporting a fellowship fund, not a scholarship.
260533 -
260534 - Possibly the fellowship idea can be expanded into a scholarship, with
260535 - support from other businesses who want to promote KM, but so far have
260536 - been afraid to actually do KM.  It is easier to put money to test an
260537 - idea on other people's time, especially students, than to invest
260538 - personal time to test the idea directly on one's own time.
260539 -
260540 - This is part of the agenda for meeting with Curt, ref DIP 10 TI7I, per
260541 - letter to Vicky on 010104. ref SDS 78 TR3O
260542 -
260543 - Doug seemed to indicate support for this initiative.
260544 -
260545 -
260546 -
260547 -
2606 -

SUBJECTS
Hyperscope Linking Presentation by Engineer from Isreal
SRI Hyperscope Linking Without Anchors
Linking by Point and Click ie Cut and Paste
Links Added to Original Doc Proposed SRI Team on 000622, 000623
Links Without Anchors to Original Sources on Web, 010119, Doug Engelb

3608 -
360801 -  ..
360802 - OHS/DKR Meeting at SRI on Linking Features for Hyperscope
360803 -
360804 - Follow up ref SDS 44 E9G2.
360805 -
360806 - Doug wants me to attend a meeting at SRI on Monday from 1600 - 1700
360807 - for a presentation by an engineer from Israel on a way to accomplish
360808 - the Hyperscope, per his letter yesterday. ref DRT 1 0001
360809 -
360810 - This initiative was faciliated by Jim Spohrer. ref DRT 1 UF8F
360811 -
360812 - Follow up meetings at SRI are planned for next week. ref DRT 1 QG4O
360813 -
360814 - Linking is part of OHS Launch Plan for Hyperscope reported by Doug on
360815 - 001025. ref SDS 44 E9G2
360816 -
360817 -     On 000623 Jack Park reviewed issues about adding links to original
360818 -     files on the web. ref SDS 29 5475  Earlier on 000601 Doug wants
360819 -     anchors for addressability, ref SDS 28 2760, originally set as a
360820 -     goal on 000405. ref SDS 25 2484
360821 - ..
360822 - Doug feels this new linking method can support SDS.
360823 -
360824 -     Doug explained a hashing method of linking to an original source
360825 -     without changing the source by adding anchors, as in SDS records.
360826 -
360827 -     Evidently a separate file is created with a string from a line in
360828 -     the target file that is long enough to be unique.  This index is
360829 -     linked in the object file where an anchor is entered.  The code
360830 -     that calls the link, opens the index at the text string, then
360831 -     grabs the text string and executes a "find" operation to locate
360832 -     the string in the target file on the Internet.
360833 -
360834 -       [On 010122 Jack Park reports this is a common solution.
360835 -       ref SDS 88 SQ5G
360836 -
360837 - We discussed the risk people take relying on links to other people's
360838 - Internet resources.  Web locations come and go.  Servers are up and
360839 - down.  Improvements are made that reduce capability and destroy access
360840 - at the whim of others due to bumbling.
360841 -
360842 - Therefore information that is important to decisions needs to be
360843 - gathered from all sources, and incorporated into the decision maker's
360844 - record with attribution, so that support, including context, is
360845 - permanently linked to the record of action, under the criteria of
360846 - alignment with original sources, cited in POIMS, ref OF 1 034J  ISO
360847 - criteria reviewed on 950721 call for traceability. ref SDS 6 1740
360848 -
360849 -     The big issue is how quickly can people grab up what they need
360850 -     from anywhere, including the web, and organize it into the context
360851 -     of daily planning and work performance?  How quickly and
360852 -     thoroughly can the record be organized to assemble chronologies of
360853 -     cause and effect based on context?  Normally, doing things
360854 -     quickly, reduces thoroughness, and being thorough takes more time,
360855 -     which presents a KM dilemma.  On 001105 Henry van Eykan reported
360856 -     that SDS does this better than other methods. ref SDS 48 WG6F
360857 -     Jack Park plans to create an engine to improve this feature,
360858 -     reported on 001130. ref SDS 64 0001
360859 -
360860 - Doug agrees that control of the basis for decisions and actions is
360861 - important.  He feels this new linking technology developed in Israel,
360862 - can make SDS a more powerful and useful DKR.
360863 -
360864 - I will try to attend the meeting on Monday, 010122.
360865 -
360866 -     [...below, coordinated with Jo McKenzie on meeting with Curt while
360867 -     at SRI on Monday. ref SDS 0 YJ9H
360871 -
360872 -
360873 -
360874 -
360875 -
3609 -

SUBJECTS
SRI SDS Initiative on Research, Education (Engelbart Scholarship) Usi
Meeting Use SDS for Research Improve Management at SRI, Scholarship C
Meeting Use SDS Research, Improve Management, Scholarship Competition
Medical Management Needs SDS
Mistakes in Medical Practice Reduced by Com Metrics
Medical Mistakes 3 Times Greater Auto and Airline Accidents Combined
Medical Mistakes National Initiative to Reduce High Cost, Cost $2B An

4310 -
431001 -  ..
431002 - Meeting with Curt Carlson on KM Research, Improving SRI Management
431003 -
431004 -
431404 -
431405 - Jo is working off site today. because of medical treatment for an eye
431406 - problem. She related mistakes by the medical team that extended her
431407 - time at the hospital to the entire day, and caused considerable
431408 - discomfort.
431409 -
431410 -     I related similar problems reported on 000211 that show medical
431411 -     treatment has a high risk of error. ref SDS 20 3600 A personal
431412 -     example occurred on 990910. ref SDS 13 3038
431413 -
431414 -     We discussed the report on 990912 citing growing risk of medical
431415 -     mistakes. ref SDS 14 0001  On 000121 Kaiser Medical Group planned
431416 -     on using computers to improve medical management by the end of
431417 -     this year. ref SDS 19 0783  On 000324 SRI reports plans to develop
431418 -     KM have not worked well. ref SDS 23 4877  On 001114 Doug Engelbart
431419 -     is working to improve competence. ref SDS 53 SU3L
431420 -
431421 -        [On 010411 medical problems getting worse. ref SDS 89 OS7I
431422 -
431423 -        [On 010426 another example. ref SDS 90 0001
431424 -
431425 -     On 001011 research proposal to SRI sets medical practice as target
431426 -     for improving management, ref SDS 39 NW6N, from analysis on
431427 -     990924, showing communication is the biggest risk in enterprise,
431428 -     ref SDS 15 5576, particularly. ref DIP 4 0001
431429 -
431430 - Thanked Jo for responding this afternoon, after a difficult ordeal at
431431 - the hospital, which adds urgency to the need to deploy stronger
431432 - support for knowledge work like medicine, engineering, government,
431433 - etc.
431434 - ..
431435 - We reviewed briefly the objective of meeting with Curt.  As with
431436 - medical practice, SRI wants to improve internal management, including
431437 - coordination and collaboration, per Pat's letter on 010111.
431438 - ref SDS 81 EF6M  A lot can be done by enhancing admin support, as seen
431439 - from the record on 010108, ref SDS 79 0001, and per telecon with Doug
431440 - Engelbart on 010111 explaining the need to develop a role for aligning
431441 - communication in a way that compliments the professional task of
431442 - aligning finances performed by accountants. ref SDS 83 B2WY
431443 -
431444 - Jo advised that Curt has meetings all day on Monday, 010122.  She
431445 - notify Curt that I will be on site at SRI, and available to meet after
431446 - 1700, following the OHS/DKR meeting, per above. ref SDS 0 945L
431447 -
431448 - Jo will suggest that Curt call Monday morning to discuss scheduling a
431449 - meeting for the agenda planned for 010109, per our telecon on 010104.
431450 - ref SDS 78 0001  Jo was not aware Curt was considering a meeting on
431451 - 010109, per telecon with Curt on 010104. ref SDS 78 0001
431452 -
431453 -     [On 010121 Jo scheduled meeting with Curt for 010122 1700.
431454 -     ref SDS 87 0001
431455 -
431456 - Jo will coordinate with Pat Lincoln on this as well.  She related that
431457 - Pat is good about keeping up with email.  She sometimes corresponds
431458 - with Pat at 0400.  I concurred Pat is very conscientious; mentioned
431459 - getting a letter from him on Christmas eve, which was a Sunday last
431460 - month. ref SDS 76 0001
431461 -
431462 - Jo advised that....
431463 - ..
431464 - Vicky had a 9# boy, and is doing well, following up Lori
431465 - Truitt's report on 010109. ref SDS 80 0001  Vicky may be in the office
431466 - on Monday to show off her baby.
431467 -
431468 -
431469 -
431470 -
431471 -
431472 -
431473 -
431474 -
431475 -
Distribution. . . . See "CONTACTS"