THE WELCH COMPANY
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rodwelch@pacbell.net


S U M M A R Y


DIARY: April 26, 2001 02:07 AM Thursday; Rod Welch

Pat Lincoln submits feedback on KM theory added to POIMS.

1...Summary/Objective
2...Peer Review on KM and Objections Added to POIMS
3...Audience for POIMS - Executives Striving to Improve Earnings
4...POIMS Explains Capability Based on Experience Using SDS
5...Managers Responsible for Recommending Technology to Improve Earnings
6...Engineers, Scientists Learning and Developing Knowledge Management
...............operating system for people and organizations
7...KM Segmented by Continental Divide between Talent and Tools
8...Binary Structure of Life Tests Opposites Sharpens Focus
9...Meaning Drift Avoided Software Engineers Email Has Structure
10...Email Has Structure Avoids Meaning Drift for Software Engineers
11...IBIS Proposed for Adding Value to Collaboration
12...Scalable Personal Knowledge Leverage Organizational Collaboration
13...POIMS Leverages Ability to Create, Manage Organizational Memory
14...Pilot Test SDS Scalable Way to Collaborativley Manage Knowledge
..........Personal and Organizational Integrated Management Support
15...DARPA Seeking KM Capability, SRI and Welch Propose SDS
16...KM Hard Sell, Market Disallusioned; DARPA Transitioning

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

1...Pat might give a few examples of groups in KM that warrant being
2...Would help to get an example, or "use case" that illustrates

CONTACTS 
0201 - SRI International                                                                                                                                                  O-00000103 0701
020101 - Mr. Pat Lincoln; Director
020103 - Computer Science Laboratory                                                                                                                                      O-00000103 0701
0203 - SRI International                                                                                                                                                  O-00000103 0101
020301 - Mr. Curtis R. Carlson; President and CEO
020303 - Executive Offices                                                                                                                                                O-00000103 0101

SUBJECTS
Peer Review POIMS on KM Definition
Communication Manager Not Aware Used to Implement SDS
Collaboration People Skills Dialog Listening KM 2 Parts People Skills
Peer Review on KM in POIMS, Jack Park, Doug Engelbart, Pat Lincoln
Orality Tools 2 KM Groups TQM Project Management Human Systems, and S
Natural Intelligence v Tools Orality 2 KM Groups TQM Project Manageme
Sympathized Knowledge Socialization Growing Among KM Practitioners
Context Needed to Understand POIMS

1910 -
1910 -    ..
1911 - Summary/Objective
1912 -
191201 - Follow up ref SDS 67 0001
191202 -
191203 - Pat provided thoughtful analysis indicating it would help to meet on
191204 - POIMS and KM.  He wants "scalable" KM, which POIMS accomplishes; but,
191205 - also, notes that the industry lacks experience to understand what is
191206 - needed and how technology can be effective for improving knowledge
191207 - work. ref SDS 0 449H  This provides a basis for collaboration between
191208 - Welch providing SDS and SRI to research application and deployment.
191209 - Recent information indicates DARPA is promoting a KM project.
191211 -  ..
191212 - Submitted ref DIT 1 0001 asking about SRI and Welch doing a project to
191213 - meet DARPA's requirements, per below. ref SDS 0 WD6J
191215 -  ..
191216 - Pat responded, ref DRT 2 0001 that KM is a hard sell, and DARPA is
191217 - transitioning with new staff, that makes it difficult to visit about
191218 - an SDS initiative. ref SDS 0 657O
191219 -
191220 -     [On 010516 called and schedule meeting with Pat for 010517 to
191221 -     review POIMS and see SDS. ref SDS 75 TC3N
191223 -      ..
191224 -     [On 010517 met with Pat to demonstrate SDS. ref SDS 76 0001
191226 -      ..
191227 -     [On 010605 met with Pat about partnership. ref SDS 80 W59K
191229 -      ..
191230 -     [On 010608 proposed partnership. ref SDS 82 0001
191231 -
191232 -
191233 -
191235 -  ..
1913 -
1914 -
1915 - Progress
1916 -
191601 - Peer Review on KM and Objections Added to POIMS
191602 -
191603 - Follow up ref SDS 63 5R9O.
191604 -
191605 - Received ref DRT 1 0001 from Pat responding to ref DIP 2 0001 asking
191606 - for peer review of explanation added to POIMS on 010321, ref SDS 63
191607 - 5R9O, that set out two distinct camps in the Knowledge Management
191608 - effort that emerges from efforts to improve communication, called
191609 - "collaboration." ref OF 1 1850
191610 - ..
191611 - This letter accomplishes Pat's planning on 010403 to submit peer
191612 - review. ref SDS 66 0001
191613 - ..
191614 - Pat says the material in POIMS with the dichotomy highlighted
191615 - between orality and literacy, ref OF 1 O87L, is interesting, per
191616 - record on 010321. ref SDS 63 T43N  He feels there is a tremendous
191617 - amount of context required to understand the explanation of KM in
191618 - POIMS.  He indicates the work is interesting from understanding only a
191619 - large fraction of the narrative in POIMS. ref DRT 1 155O
191620 -
191621 -     Need meeting with Pat to review POIMS and see the SDS program to
191622 -     increase understanding, so that Pat can be an effective ambassador
191623 -     of change, called out by Doug on 001114. ref SDS 47 SU3L
191625 -        ..
191626 -       [On 010507 confirmed meeting with Curt to see SDS; Curt has
191627 -       reviewed POIMS, so plan asking Pat about meeting in advance.
191628 -       ref SDS 74 0001
191630 -        ..
191631 -       [On 010515 set meeting with Pat for 010516. ref SDS 75 0001
191632 -
191633 -
191634 -
191635 -
1917 -

SUBJECTS
Audience for POIMS
Audience Customer for POIMS Executives Looking for Ways to Improve Pr
Customer Needs and Demand
Customers Recognize New Methods Improve Earnings, Save Time
KM Killer App Save Time Money Avoid Mistakes Context Management Knowl
KM Needed Solve Complex Problems Using Intelligence, Gary Johnson
Stock Price Income Drop Builds Demand Better Management
Capturing Organizational Memory Who What When Where Why How; 901011
Purpose Explain Benefits of SDS from Experience Using SDS

3311 -
331201 -  ..
331202 - Audience for POIMS - Executives Striving to Improve Earnings
331203 - POIMS Explains Capability Based on Experience Using SDS
331204 - Managers Responsible for Recommending Technology to Improve Earnings
331205 - Engineers, Scientists Learning and Developing Knowledge Management
331206 -
331207 - Pat asks about the audience, and goal of POIMS, and the explanation of
331208 - KM? ref DRT 1 ZM6K
331209 -
331210 -      Morris asked the same question yesterday about the SDS Typical
331211 -      Day Scenario, which is answered in the record on 010425.
331212 -      ref SDS 70 JH8O  Earlier this morning Morris asks if people are
331213 -      ready for Windows version of SDS, which is another way of asking
331214 -      if there is any audience at all for improving productivity,
331215 -      earnings and stock prices, described in POIMS, ref SDS 72 0001,
331216 -      that is strong  enough to overcome social pressures against
331217 -      improving management, discussed on 990527. ref SDS 18 1233
331218 -      ..
331219 -      Letter responding to Pat says POIMS explains technology
331220 -      standards for improving knowledge work, based on experience using
331221 -      SDS, ref DIT 1 YN6I, i.e., what is learned about how to design
331222 -      technology from using SDS.  POIMS summarizes these understandings
331223 -      to orient continued development, and discussion with others, as
331224 -      shown in the record on 010321 where KM was added to POIMS.
331225 -      ref SDS 63 8B4N
331226 -      ..
331227 -      The letter to Pat explains that people, who do "knowledge"
331228 -      work, are the audience for POIMS, ref DIT 1 PX8K, because SDS is
331229 -      a combination learning and decision support technology that
331230 -      supports Covey's ideas about seeking first to "understand, then
331231 -      prescribe," reviewed on 921205. ref SDS 5 2229   Understanding is
331232 -      important in knowledge work.
331233 -          ..
331234 -          Since SDS, also, supports "follow up," it is an action
331235 -          oriented capability, explained in NWO, ref OF 2 3279, rather
331236 -          than mere "Knowledge Repository," or organizational memory,
331237 -          and therefore consitutes an.....
331238 -
331239 -               operating system for people and organizations
331240 -
331241 -          ....discussed with Intel on 950927, ref SDS 9 8226, and
331242 -          explained in POIMS, as the goal of getting the computer to
331243 -          work for people, instead of everyone working for the
331244 -          computer. ref OF 1 2000  This makes SDS an enterprise
331245 -          management solution explained in POIMS. ref OF 1 HO4H and at,
331246 -          ref OF 1 1101
331248 -           ..
331249 -          Everybody is the audience for POIMS, ref DIT 1 ZE4L, because
331250 -          it augments intelligence, and everybody needs intelligence in
331251 -          the same way they need the alphabet, per POIMS. ref OF 1 JE6L
331252 -      ..
331253 -      Executives are suggested in the letter to Pat, ref DIT 1
331254 -      00EO, as possible audience for POIMS, from the report on 990625
331255 -      that many CEOs fail because they are unable to execute good
331256 -      management practice. ref SDS 19 7344  This naturally causes
331257 -      problems, and on 001207 Reuters reported earnings and stock
331258 -      prices are falling because too many people have too many
331259 -      problems. ref SDS 52 V54M Leaders should be interested in how to
331260 -      avoid problems, save time and money by converting information
331261 -      overload that causes problems, delay and extra cost, into useful
331262 -      knowledge under a coherent theory of KM. ref OF 1 6649  People at
331263 -      Cisco, Microsoft, IBM, Intel, HP, US Steel, Bechtel, Stanford
331264 -      University, the CIA, and other places having too many problems,
331265 -      are a good audience for POIMS.  USACE reported that
331266 -      "intelligence" improves management. ref DRP 1 6172
331267 -      ..
331268 -      The letter to Pat on 001011 suggested that intelligence
331269 -      analysts could be interested in POIMS. ref SDS 43 WZD8
331270 -
331271 -         [On 010608 new government contracting role, Senior Functional
331272 -         Advisor (SFA) supports continual learning, and so is a target
331273 -         audience for POIMS and SDS. ref SDS 81 3T8I
331275 -       ..
331276 -      One example of the audience for POIMS is Cliff Joslyn, and
331277 -      research scientists at LANL looking for KM.  Cliff said on 000425
331278 -      that he wished LANL had SDS capability. ref SDS 32 0001  On
331279 -      000723 Cliff explained efforts to discover and develop KM at LANL
331280 -      and around the world, as seen from professional conferences.  He
331281 -      then demonstrated that he is using manual methods, ref SDS 37
331282 -      5084, similar to Intel, reported on 950927. ref SDS 9 7732  This
331283 -      explains why he wishes he had SDS, because nothing else can do
331284 -      this task.  Thus, people trying to create KM, but are using IT,
331285 -      are a good audience for POIMS.
331286 -      ..
331287 -      Another example is Lee Iverson reporting on 000324 that KM
331288 -      is a "killer application" because a lot of organizations are
331289 -      trying to create KM, but all the projects have failed.
331290 -      ref SDS 26 4877  The following week on 000330 Marcello Hoffman
331291 -      confirmed Lee's report. ref SDS 28 2627  Thus, Lee and Marcello,
331292 -      on behalf of SRI, are looking for a KM project that succeeded.
331293 -      This suggests there is an audience for POIMS among those seeking
331294 -      a successful KM project.
331296 -       ..
331297 -      On 001017 Pat reported NIH wants to improve collaboration,
331298 -      ref SDS 44 014M, and SRI needs a white paper to explain how this
331299 -      can be accomplished. ref SDS 44 IX7M  NIH and other SRI clients,
331300 -      who want to improve collaboration, save time and money, might be
331301 -      an audience for POIMS in a joint marketing effort.
331302 -      ..
331303 -      Yesterday, Morris Jones, at Intel, said the SDS Typical Day
331304 -      Scenario sounds like "utopia" because SDS provides information
331305 -      when needed, and the tools and methods of IT do not do that.
331306 -      ref SDS 70 EP7F  This suggests the SDS Typical Day Scenario might
331307 -      be effective for helping people grasp the opportunity explained
331308 -      in POIMS to deploy technology for improving daily management.
331309 -  ..
331310 -      Possibly, SRI and Welch can partner on applying POIMS.
331311 -
331312 -      Pat has a lot of expertise and experience talking to people about
331313 -      KM, and so may have a good feel for specific target audiences,
331314 -      which is one reason for requesting peer review and feedback on
331315 -      the POIMS paper.
331316 -
331317 -          [On 010517 met with Pat and discussed ideas. ref SDS 76 KH6O
331319 -           ..
331320 -          [On 010605 met and discussed joint efforts. ref SDS 80 W59K
331322 -           ..
331323 -          [On 010608 proposed partnership. ref SDS 82 0001
331324 -
331325 -
331326 -
331327 -
331328 -
331329 -
331330 -
3314 -

SUBJECTS
KM Define POIMS
Define KM Social Skills Dialog Listening KM 2 Parts People Skills Leade  hip Salesman
Collaboration Common Basis 2 KM Groups Tools and People Skills
2 KM Groups Improving Collaboration with Orality Literacy Talent Tool
Communication Biggest Risk of Enterprise Paradigm Shift of Millenium
People Skills Socialization Talking, Listening Viewed as KM, Not Tech
Email Weaker than Conversation Fools Gold Attractive Because Informti
Fools Gold Email Attractive Action Item System System Comes to You Li
POIMS KM Distinguishing Tools and Talent is Effective

5011 -
501201 -  ..
501202 - KM Segmented by Continental Divide between Talent and Tools
501203 - Binary Structure of Life Tests Opposites Sharpens Focus
501204 -
501205 - Pat says the point that there are multiple aspects of KM, set out in
501206 - POIMS, ref OF 1 O87L, is a good one, but I wouldn't stop at only two
501207 - points of view of the value of KM. ref DRT 1 KH7G
501208 -
501209 -     Pat might give a few examples of groups in KM that warrant being
501210 -     distinguished beyond advocating reliance on technology, and those
501211 -     relying on natual talent, i.e., between literacy and orality, as
501212 -     proposed in POIMS.
501214 -      ..
501215 -     Doubtless every time someone publishes a paper on KM, and every
501216 -     time a conference is held in Paris, Montreal, or Fresno, a new
501217 -     branch of KM could be said to have emerged, particularly since the
501218 -     driving force of KM is largely to conduct marketing seminars for
501219 -     more IT capabilities.
501220 -     ..
501221 -     POIMS strives to apply a general theory of binary structure,
501222 -     explained in NWO..., ref OF 2 5846, that posits understanding is
501223 -     aided by identifying opposing forces, which sharpen focus on
501224 -     taking specific actions, discussed on 950812. ref SDS 8 DH7K
501225 -
501226 -
501227 -
501228 -
501229 -
501230 -
5013 -

SUBJECTS
Email by Software Engineers Has Structure that Avoids Meaning Drift
Email Solution Pent Up Demand in Market, Eric Armstrong
Meaning Drift Avoid Improve Email, Pat Lincoln
Email Improved by SDS Links
Addressibility Email Improved by SDS Anchors, 000810

6607 -
660801 -  ..
660802 - Meaning Drift Avoided Software Engineers Email Has Structure
660803 - Email Has Structure Avoids Meaning Drift for Software Engineers
660804 -
660805 - Pat says the 4 defects of email interaction are targeted toward the
660806 - normal stream-of-consciousness mode of email interaction. cited in
660807 - POIMS. ref OF 1 CZ6K
660808 -
660809 - Pat continues....
660810 -
660811 -     On software projects it is fairly common to have some amount of
660812 -     structure in the email interactions regarding that software, and
660813 -     there are tools that get employed which increase the quality,
660814 -     reduce meaning drift, and decrease the general friction of email
660815 -     interactions. In my experience, general management and
660816 -     organizational decision making is much less well supported by
660817 -     practices and tools to help structure problem solving or
660818 -     collaboration. ref DRT 1 PB7J
660820 -         ..
660821 -        Pat's observation indicates awareness email needs alignment to
660822 -        avoid meaning drift in order to improve productivity and
660823 -        earnings.  Doug's call to add anchors to email is part of this
660824 -        solution, and indicates demand for POIMS under analysis on the
660825 -        high cost of medical mistakes, on 990924. ref SDS 20 0715  The
660826 -        reference to "structure" further suggests SDS organic subject
660827 -        structure might be a perceived value.  Pat proposes "IBIS"
660828 -        structure below. ref SDS 0 QY7N
660830 -         ..
660831 -        Would help to get an example, or "use case" that illustrates
660832 -        how software engineers add structure to reduce "meaning drift,"
660833 -        and make email useful for communication, and overcome
660834 -        weaknesses identified over many years, reported on 010411.
660835 -        ref SDS 67 936T
660837 -         ..
660838 -        Recently, on 010420 Jeff Conklin's work reports that email has
660839 -        very weak support for personal and organizational memory.
660840 -        ref SDS 69 087F  Earlier, on 990525 Morris Jones at Intel noted
660841 -        that engineers don't like write and spend time organizing the
660842 -        record for anlaysis, because they just want to do technology.
660843 -        ref SDS 17 0966
660844 -
660845 -           [On 020822 Lotus Notes, weblogs and Groove strive to improve
660846 -           email, yet, customers are feeling "pain" using Lotus Notes,
660847 -           ref SDS 88 Q99G, on 020823 onerous constraints of email
660848 -           cited, ref SDS 89 AN3K, work product does not demonstrate
660849 -           improvement to email. ref SDS 89 HD7M
660851 -         ..
660852 -        Why doesn't this "structure" show up in email traffic on the
660853 -        OHS/DKR software project?  On 001025a Doug Engelbart submitted
660854 -        a letter to the team proposing improvements to email.
660855 -        ref SDS 45 00VU
660857 -         ..
660858 -        Many of the software engineers on this project are talented,
660859 -        and at least a few are sharply focused on improving email.  One
660860 -        would, therefore, expect that some structure and organization
660861 -        would appear in email among this group; yet, none is evident
660862 -        that distinguishes their communication on software from
660863 -        communication on any other subject by anone else.  See, for
660864 -        example, the record on 001116. ref SDS 48 D3AK
660866 -         ..
660867 -        Why not use capability that reduces meaning drift from email
660868 -        for software engineering, to reduce it on everything, similar
660869 -        to business intelligence, data mining and data wharehousing?
660870 -        Why apply technology to avoid mistakes only in in sales?  And,
660871 -        why reduce meaning drift only in email.  Why not use the same
660872 -        methods to carry out the work that follows the sale, and
660873 -        figures out what to sell, how to make it, and how to write the
660874 -        email, and what to do after the email arrives?
660876 -         ..
660877 -        POIMS argues that better productivity and earnings of knowledge
660878 -        work, like management, engineering, marketing, mowing the lawn
660879 -        and going to the doctor, require integrating a critical mass of
660880 -        tasks, and if this is not done, if all we do is improve email,
660881 -        then productivity, earnings and stock prices are not improved.
660882 -        ref OF 1 2688
660883 -
660884 -
660885 -
660886 -
660887 -
660888 -
6609 -

SUBJECTS
IBIS Collaboration Moderator Com Manager Knowledge Expert
IBIS Helpful for KM per Jack Park's Planning
IBIS Conklin Withdrew Support Too Rigid for Technology to Implement
IBIS Too Rigid for Technology to Implement, Eric Armstrong
Rigid Organic Structure Ineffective Dilemma, e.g., IBIS

8307 -
830801 -  ..
830802 - IBIS Proposed for Adding Value to Collaboration
830803 -
830804 - Pat says that Jack Park's point that IBIS-like categorization of
830805 - interactions are useful is another good bit that shouldn't be lost.  I
830806 - think that the gIBIS experiments from 10+ years ago showed that there
830807 - is a lot of mileage one can get out of very primitive tools used in a
830808 - disciplined way.  Email-based IBIS could be one example of such a
830809 - thing. ref DRT 1 FO8J
830810 -
830811 -     "Email-based IBIS" needs to be explained.  Maybe there is an
830812 -     article or white paper on how it would be implemented.  Is it
830813 -     contemplated there would be an email-based IBIS program, and
830814 -     another IBIS for phone calls, meetings, getting the car fixed,
830815 -     digging a ditch, going to the moon, creating a DKR, and so on?
830816 -     ..
830817 -     Jack relies on Jeff Conklin's work to support the proposal
830818 -     for adding IBIS in KM.  There is no record where this has been
830819 -     done; by Jeff, nor Jack, nor by anybody.  Jeff's work in 1996
830820 -     promoting IBIS was reviewed recently on 010420, ref SDS 69 OP6F,
830821 -     and cites analysis on 000218 showing IBIS is too rigid for daily
830822 -     work. ref SDS 25 0785  Later on 001220, a contributor to the
830823 -     OHS/DKR team concurred that IBIS is not effective for improving
830824 -     daily knowledge work. ref SDS 53 RD9N
830826 -      ..
830827 -     Recently, on 010412 Eric Armstrong reported to the OHS/DKR team
830828 -     (in a letter not captured in the record) that....
830829 -
830830 -           ....in a conversation at the Knowledge Technologies
830831 -           conference, a clear description of why automated IBIS
830832 -           systems can't work was given by Jeff Conklin (the author of
830833 -           such a system).
830835 -            ..
830836 -           Automated collaboration systems fail for lack of a
830837 -           moderator who:
830838 -
830839 -           a) Understands when a new issue has in fact been raised, as
830840 -              an implicit part of someone's objection
830841 -
830842 -           b) Recasts the comments, identifies the real question, and
830843 -              gets it posted.
830845 -               ..
830846 -           c) Removes the personal parts of the statements, reframing
830847 -              things in a way that keeps everyone focused on the
830848 -              issues. (BTW: He found that *not* attaching names to
830849 -              ideas was important, for that reason.)
830851 -      ..
830852 -     Eric comments....
830853 -
830854 -           So the ability to reorganize and reframe the discussion is
830855 -           important for the sake of moderating it, as well as for
830856 -           isolating the important bits later on.
830858 -            ..
830859 -           He also mentioned that *avoiding* attribution was important
830860 -           to keeping everyone focused on the possibilities, and
830861 -           offering alternatives, so they wouldn't be afraid of "being
830862 -           the author of that dumb suggestion".
830864 -            ..
830865 -           So it would appear that the author-attribution should
830866 -           include everyone at the root of the discussion tree, and no
830867 -           one on any of the nodes underneath.
830869 -      ..
830870 -     SDS provides a balance between structure and flexibility that is
830871 -     essential for general purpose technology to augment intelligence.
830872 -     This accomplished the core objective of IBIS, as explained in the
830873 -     record on 010420. ref SDS 69 X87N
830874 -
830875 -
830876 -
830877 -
830878 -
830879 -
830880 -
830881 -
8309 -

SUBJECTS
Chronology Connects Stories History Define Knowledge Knowledge Cause
Scalable Knowledge Examples Repository Leverages One Person's Work t
Scalable Knowledge Repository Leverages One Person's Work to Help Ma
Command Control Determines Meaning and Impact of Events, SDS Meeting
Records Management History Experience Intelligence Chronology
Recycle Intellectual Capital Expedites Writing, Don't Start Scratch
Poetry Memory Technology Improved by SDS Leverages Mental Strength I
Invest Intellectual Capital Like Planting Seeds That Grow Larger Cro
Farming model for Investing Intellectual Capital Grows Knowledge
Information Highway Overload New Environment Needs Communication Man
Metrics Writing Analysis Linking Alignment Analysis Summary Undrstan
Understanding from Memory Gist 5-10% Most People Remember of Reading
Downsize Avoid Loss Organizational Knowledge Memory with SDS Record
Collaboration Shared Meaning Create Common Alignment Maintain
Knowledge Space Legal Citation Methods Case Law SDS

A617 -
A61801 -  ..
A61802 - Scalable Personal Knowledge Leverage Organizational Collaboration
A61803 - POIMS Leverages Ability to Create, Manage Organizational Memory
A61804 - Pilot Test SDS Scalable Way to Collaborativley Manage Knowledge
A61805 -
A61806 - Pat says a point that is not highlighted in your POIMS discussion but
A61807 - that I find very compelling is the concept of scale.  One person's
A61808 - ability to manage knowledge in their own head does not scale up to the
A61809 - world's most urgent and critical problems.  So what is absolutely
A61810 - required is a scalable way to collaboratively manage knowledge.  The
A61811 - details of this are not evident to me right now, but I expect that
A61812 - when folks really embark on that kind of effort and get moving beyond
A61813 - current things, there will be qualitative jumps in tools and abilities
A61814 - and modes of use.  I'm not smart enough to foresee what these are. But
A61815 - I think that the importance of setting up to allow these, and to
A61816 - encourage these kinds of shifts early and often, cannot be overstated.
A61817 - ref DRT 1 OX9G
A61819 -      ..
A61820 -     Pat makes a good point.  The letter responding to Pat cites Doug
A61821 -     Engelbart's 1992 paper, ref DIT 1 TA7G, that notices suprising
A61822 -     results occur when changing the scale of critical performance
A61823 -     factors, reviewed on 991222. ref SDS 24 1596  This is particularly
A61824 -     true for augmenting intelligence, because people are not used to
A61825 -     dealing with the power of the microcosm, explained in NWO.
A61826 -     ref OF 2 5846  When people first see an SDS record they are
A61827 -     overwhelmed, not only by the number of connections showing
A61828 -     alignment, and by action items planning follow up, but, as well,
A61829 -     by seeing their name in the record, and discovering that somebody
A61830 -     was actually listening.  Everybody crys out for people to listen,
A61831 -     but when confronted with actual listening, people are at first
A61832 -     afraid of accountability, reported on 980405. ref SDS 15 5065
A61834 -      ..
A61835 -     These are suprising results that come with scaling up the ability
A61836 -     to manage knowledge, which Pat mentions today, because the SDS
A61837 -     intelligence process exposes the connections that occur in the
A61838 -     subconscious in far greater degree than has previously been
A61839 -     possible, explained in POIMS. ref OF 1 0367 and ref OF 1 8774
A61841 -      ..
A61842 -     People need experience using SDS in order to understand the daily
A61843 -     details of creating organizational memory, adding value that
A61844 -     produces knowledge, and applying it to do daily work that saves
A61845 -     time and money, and grows a garden of knowledge so that earnings
A61846 -     continue to grow through the magic of investing intellectual
A61847 -     capital, explained in POIMS. ref OF 1 1165 and ref OF 1 12F2
A61849 -      ..
A61850 -     On 001121 the opportunity to give other people experience doing KM
A61851 -     in order to fill gaps in understanding, which Pat cites today, was
A61852 -     discussed. ref SDS 49 XU8I
A61854 -      ..
A61855 -     It is, also, important to avoid the trap of sacraficing the good
A61856 -     for an undefinable "qualitative jump" to perfection, in the
A61857 -     absence of experience doing KM.
A61858 -
A61859 -        [On 010517 Pat explained the objective is to enable people to
A61860 -        benefit from the record without direct support from the person
A61861 -        who created the record, generally the Com Manager. ref SDS 76
A61862 -        4Q5I
A61864 -      ..
A61865 -     Pat's letter seems to indicate that he is ready for a Windows
A61866 -     version of SDS, asked by Morris earlier this morning, because SDS
A61867 -     supports personal and organizational KM. ref SDS 72 0001
A61868 -
A61869 -        [On 010517 examples of SDS "scalable" knowledge are listed in a
A61870 -        study. ref SDS 76 TY7F
A61871 -
A61872 -
A61873 -
A61874 -
A61875 -
A61876 -
A61877 -
A619 -

SUBJECTS
Experiment New Methods Reduce Costs Improve Earnings Cost of Business
Pilot Test to Discover Technology Useful to Managers
Pilot Test Validate Change, Quantum Leaps

AC05 -
AC0601 -      ..
AC0602 -     POIMS by definition meets Pat's objective to scale up by
AC0603 -     enabling...
AC0604 -
AC0605 -
AC0606 -          Personal and Organizational Integrated Management Support
AC0607 -
AC0608 -
AC0609 -     ....i.e., the design of SDS is directed precisely at the problem
AC0610 -     Pat poses, ref OF 1 01TU and ref OF 1 8951; yet, sometimes when
AC0611 -     looking closely at the trees, we don't see the forest, due to
AC0612 -     limited span of attention, explained in POIMS, ref OF 1 2050, and
AC0613 -     limited experience.  This record expands span of attention.  Pilot
AC0614 -     testing fills in missing knowledge by adding experience through a
AC0615 -     process called....
AC0616 -
AC0618 -                            ..
AC0619 -                           r e s e a r c h
AC0620 -
AC0621 -
AC0622 -     ...discussed with Curt on 001220. ref SDS 54 N33I  Another name
AC0623 -     for research is continual learning that SDS supports by enabling
AC0624 -     people to capture a greater share of organizational memory. see
AC0625 -     for example the record of OHS/DKR meetings last year, summarized
AC0626 -     on 001017. ref SDS 44 1575  Better memory improves listening that
AC0627 -     enables people to accurately understand and follow up to get
AC0628 -     things done, as set out on 890809. ref SDS 2 9Y5I see, also,
AC0629 -     POIMS. ref OF 1 3742
AC0631 -      ..
AC0632 -     Pilot testing SDS is a direct way to acquire missing knowledge
AC0633 -     about scaling up knowledge work, described by Doug as "better
AC0634 -     handling of daily working information, from his 1972 paper
AC0635 -     reviewed on 000327. ref SDS 27 3971  Pat reported on 000725 that
AC0636 -     SDS is a strong KM solution. ref SDS 38 0050  On 001027 Doug
AC0637 -     agreed. ref SDS 46 XV6F
AC0639 -      ..
AC0640 -     On 000727 Cliff Joslyn, leader of KM research at LANL gave a
AC0641 -     presentation at SRI explaining in part that SDS offers unique
AC0642 -     capabilities for KM. ref SDS 39 3960  SRI's research reported on
AC0643 -     000324 that there are no other solutions, ref SDS 26 4877, and a
AC0644 -     year of painstaking inquiry by the OHS/DKR group meeting under
AC0645 -     SRI's flag has not turned up any other solutions.  Therefore,
AC0646 -     since SDS is the only KM capability available, why not do the
AC0647 -     research proposed on 001011 to determine if SDS provides effective
AC0648 -     KM support for an enterprise? ref SDS 43 B8E2  If a research
AC0649 -     organization cannot do that research, who can?  Should somebody
AC0650 -     else do the research to move civilization forward, and publish the
AC0651 -     report?  USACE has published a report indicating SDS provides
AC0652 -     intelligence for a big organization. ref DRP 1 6172  Why not build
AC0653 -     on that report?
AC0655 -      ..
AC0656 -     On 991222 Doug Engelbart's 1992 paper proposed pilot testing to
AC0657 -     discover more knowledge. ref SDS 24 5402  SRI is promoting Doug's
AC0658 -     ideas for encouraging others to support KM.  SDS provides a
AC0659 -     crucible for doing the pilot testing on a small scale, which Doug
AC0660 -     advocates, that justifies others to support expanded testing,
AC0661 -     development and deployment.
AC0663 -      ..
AC0664 -     Pilot testing will show there are may ways benefits are scaled up
AC0665 -     from leveraging knowledge.
AC0666 -
AC0667 -         [On 010430 scheduled meeting with Curt and Pat for 010522 to
AC0668 -         demonstrate SDS. ref SDS 73 VL4M
AC0669 -
AC0670 -         [On 010507 confirmed meeting with Curt, and that Curt has
AC0671 -         reviewed POIMS. ref SDS 74 0001
AC0673 -      ..
AC0674 -     Recommend Pat see a demonstration of SDS, because it is easier to
AC0675 -     grasp the power and elegance of POIMS through experience, rather
AC0676 -     than read about it. ref DIT 1 MP9N
AC0677 -
AC0678 -         [On 010517 Pat saw a demonstration and indicated that SDS
AC0679 -         leverages knowledge to scale up the benefits from one person
AC0680 -         to many. ref SDS 76 4Q5I
AC0682 -          ..
AC0683 -         [On 010517 after the meeting with, received several more
AC0684 -         unsolicited letters showing SDS provides help far and wide
AC0685 -         across the world. ref SDS 77 0001
AC0687 -          ..
AC0688 -         [On 010521 Curt deferred meeting scheduled for 010522 due to
AC0689 -         an emergency board meeting. ref SDS 78 0001
AC0691 -          ..
AC0692 -         [On 010522 concern arose about researching SDS, because there
AC0693 -         is no budget, and people are not ready for KM. ref SDS 79 017G
AC0694 -         Discussed planning for joint marketng. ref SDS 79 V29I
AC0695 -
AC0696 -
AC0697 -
AC0698 -
AC0699 -
AC0700 -
AC0701 -
AC08 -

SUBJECTS
Proposal Ideas, Terms, Scope of Services
DARPA and SRI
DARPA Proposal on KM based on Cycorp
Welch Proposal on DARPA
Lincoln, Pat SRI Reports that DARPA Disillusioned Giving Up on Fundin
DARPA Giving Up on Funding Knowledge Management Disillusioned Feel KM
Disallusioned KM Too Difficult Giving Up Technology Cannot Improve Ma
Giving Up Communication Too Complex Difficult to Improve, Drucker

AS10 -
AS1101 -  ..
AS1102 - DARPA Seeking KM Capability, SRI and Welch Propose SDS
AS1103 -
AS1104 - On 010425 Jack Park provided a link to information on the Internet
AS1105 - that indicates DARPA is seeking and supporting KM capability.
AS1106 - ref SDS 71 4J7J
AS1107 -
AS1108 - In particular....
AS1110 -                         ..
AS1111 -                        Mr. Murray Burke
AS1112 -                        DARPA/ISO
AS1113 -                        ATTN:  BAA 99-35
AS1114 -                        3701 North Fairfax Drive
AS1115 -                        Arlington, VA 22203-1714
AS1116 -                        Email: mburke@darpa.mil
AS1117 -
AS1118 -
AS1119 - .....seems to be the program manager for a DARPA project that has
AS1120 - issued an RFP for developing KM type technology. ref SDS 71 4J7J
AS1122 -  ..
AS1123 - The date of the RFP is not evident in the online representation.  This
AS1124 - may an outdated solicitation.  In any case it demonstrates interest in
AS1125 - technology, like SDS, for saving time and money.
AS1127 -  ..
AS1128 - Submitted ref DIT 1 XQ4N asking about SRI and Welch doing a project to
AS1129 - meet DARPA's requirements.
AS1130 -
AS1131 -     Explain KM is a research project because nobody else has this
AS1132 -     capability. ref DIT 1 XQ4N
AS1133 -
AS1134 -     Letter to SRI on 001011 proposed range of research projects.
AS1135 -     ref SDS 43 0001
AS1137 -      ..
AS1138 -     Cite DARPA's interest in KM based on RFP reviewed on 010425.
AS1139 -     ref SDS 71 UV6H
AS1140 -
AS1142 -  ..
AS1143 - KM Hard Sell, Market Disallusioned; DARPA Transitioning
AS1144 -
AS1145 - Received ref DRT 2 0001 from Pat explaining barriars to funding KM,
AS1146 - generally, and at DARPA due to credibility issues.....
AS1147 -
AS1148 -     [On 030708 followed up. ref SDS 90 PH5F
AS1150 -         ..
AS1151 -     •  It'll never work (citing previous research that had zero
AS1152 -        impact), ref DRT 2 009W
AS1153 -
AS1154 -           On 000406 we discussed cultural inertia that makes it hard
AS1155 -           for people to learn about the value of knowledge.
AS1156 -           ref SDS 29 PG6L
AS1158 -            ..
AS1159 -           This reflects the fact that other KM efforts have not been
AS1160 -           adequately designed to save time and money; they are just
AS1161 -           more IT, rather than providing a significant advance toward
AS1162 -           a culture of knowledge, as explained in POIMS. ref OF 1 EX5O
AS1163 -
AS1164 -              [On 010622 DCMA recommends SDS for KM. ref SDS 83 0001
AS1166 -               ..
AS1167 -              [On 010712 history IT failure to accomplish KM; DCMA
AS1168 -              diverting money from IT to other areas. ref SDS 84 ZR5G
AS1170 -               ..
AS1171 -              [On 010731 Pat feels DCMA recommendation helpful.
AS1172 -              ref SDS 85 0001
AS1174 -               ..
AS1175 -              [On 010925 former director DARPA is VP of R&D at Intel,
AS1176 -              said to be supporting research for CITRIS sponsored by UC
AS1177 -              Berkeley, nominally good candidate to use SDS, but likely
AS1178 -              unable to review due to bad experiences with KM at DARPA.
AS1179 -              ref SDS 86 NU7K
AS1181 -               ..
AS1182 -              [On 020608 Dave Snowden relates research at IBM showing
AS1183 -              that KM has failed. ref SDS 87 ZN6I
AS1185 -               ..
AS1186 -              [On 040221 SRI CALO project awarded $100M for technology
AS1187 -              to learn and organize. ref SDS 91 XK65
AS1189 -            ..
AS1190 -           USACE reports SDS implements Communication Metrics that
AS1191 -           saves time and money. ref DRP 2 0001
AS1193 -            ..
AS1194 -           Feelings "it will never work" reflect failed promises of the
AS1195 -           Information Highway, paperless office, and virtual office,
AS1196 -           et al, which cause people to become disallusioned and jaded.
AS1197 -           An example is the report on 970919 that technology has not
AS1198 -           improved productivity. ref SDS 14 0001  Experience at Intel,
AS1199 -           who promoted technology for management, then gave up, is
AS1200 -           another example, reported on 950927. ref SDS 9 7732
AS1202 -            ..
AS1203 -           SDS, however, demonstrates that Com Metrics works, and it
AS1204 -           saves time and money.  There is work product readily
AS1205 -           avilable on the Internet for customers to see the difference
AS1206 -           between what they are doing, what competitors offer, and
AS1207 -           what SDS can deliver that adds value to information.
AS1208 -
AS1209 -              [On 010605 discussed this idea during dinner.
AS1211 -               ..
AS1212 -              [On 010608 sent letter proposing this idea. ref SDS 82
AS1213 -              KL9G
AS1215 -            ..
AS1216 -           Unlike competitors, SRI can present SDS as a ready to go
AS1217 -           capability that DARPA should support in order to overcome
AS1218 -           cultural barriars to saving time and money by adding an
AS1219 -           "intelligence" to management.
AS1221 -            ..
AS1222 -           An example of the impact experience interacting with SDS
AS1223 -           records is that the Intel exec, who gave up on technology
AS1224 -           for management in 1995, later on 970603 this person wanted
AS1225 -           to use SDS at Intel, because he saw SDS works, and others
AS1226 -           systems don't. ref SDS 13 5803
AS1227 -
AS1229 -         ..
AS1230 -     •  It's already solved, it's been done, ref DRT 2 JQ6H
AS1231 -
AS1232 -        (DARPA and other agencies have funded KM work in the past,
AS1233 -        and one needs to present to them reasons that there will be
AS1234 -        big impact of new research funding.  The existence of
AS1235 -        some commercial vendors of semi-related functionality
AS1236 -        (intraspect, etc etc) make this argument more difficult.)
AS1238 -            ..
AS1239 -           People who encounter SDS records, readily recognize it is a
AS1240 -           different design and brings better results, as reported by
AS1241 -           USACE. ref DRP 1 6172  DARPA has not funded, nor encountered
AS1242 -           an SDS capability that augments intelligence, and saves time
AS1243 -           and money.  SDS can have a big impact because intelligence
AS1244 -           improves everything, and right now a lot of people are
AS1245 -           having problems that need help, as reported on 001207.
AS1246 -           ref SDS 52 V54M
AS1247 -
AS1249 -         ..
AS1250 -     •  Oh, here, integrate into 1980's systems X,Y, and Z, and we'll
AS1251 -        buy a trial copy.  Otherwise we're not interested. ref DRT 2
AS1252 -        0099
AS1253 -
AS1254 -        (DARPA and the DoD in general have certain bets placed on
AS1255 -        certain systems, and for shorter-term work it is almost
AS1256 -        required that KM systems interoperate with their existing
AS1257 -        systems)
AS1259 -            ..
AS1260 -           SDS has been able to work along side to improve any system,
AS1261 -           young or old, because it augments intelligence, and this
AS1262 -           improves everything.
AS1263 -
AS1265 -         ..
AS1266 -     •  I just don't understand in the time I have to look at this,
AS1267 -        ref DRT 2 SS3M,
AS1268 -
AS1269 -        (Everyone in govt funding is outrageously busy, and most lack
AS1270 -        the background information to make it easy to understand what
AS1271 -        it is we are talking about.  Their situation (and mine!) point
AS1272 -        out the need for better systems in this domain, but still
AS1273 -        it can be difficult to get people to understand the opportunity.)
AS1274 -
AS1275 -           SDS makes busy people productive, rather than just busy.
AS1276 -           However, there is no remedy for lack of leadership and
AS1277 -           vision.  We have to look for people who want to get things
AS1278 -           done accurately, on time and on budget, rather than just
AS1279 -           show up.  This is the biggest part of the job.
AS1280 -
AS1282 -  ..
AS1283 - Pat concludes......
AS1284 -
AS1285 -      There is a dim possibility of a future DARPA program on this or
AS1286 -      closely related topic.  However, current DARPA politics make is
AS1287 -      extremely difficult to get any new programs approved (the new
AS1288 -      director of all of DARPA hasn't been appointed by Bush yet, and
AS1289 -      the director of the only remaining IT part of DARPA quit, so that
AS1290 -      position will be open for some time, and so new programs in IT
AS1291 -      are difficult to get going).
AS1292 -
AS1293 -          Part of our pitch is that IT is no longer an effective
AS1294 -          solution, for the reasons in PIOMS, and that we have a unique
AS1295 -          capability to transition from information to knowledge, that
AS1296 -          saves time and money, whereas, IT takes more time and wastes
AS1297 -          money.
AS1298 -
AS1299 -
AS1300 -
AS1301 -
AS1302 -
AS1303 -
AS1304 -
AS1305 -
AS1306 -
AS1307 -
AS1308 -
AS14 -
Distribution. . . . See "CONTACTS"