THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: April 7, 2003 12:29 PM Monday;
Gary using several tools for KM; starting to distribute SDS record.
2...Many Tools Needed to Perform KM Using Information Technology
3...Information Technology Requires Many Tools to Work Intelligently
4...Intelligence Requires Many Information Technology Tools
5...Conventional Practice Requires Many IT Tools to Work Intelligently
6...SDS Records Distributed to Aerospace company Staff Generates Visibility
........SDS Visibility Generates Demand for Working Intelligently
........Modifications Can Support Access to Links on Aerospace company Server
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0201 - Boeing
020101 - Mr. Garold L. Johnson
020103 - Modeling and Simulation
0202 - IBM Global Financing
020201 - Mr. Ross H. Armstrong
020202 - Business Unit Executive
020204 - Commercial & Vendor Financing, Americas
0203 - IBM Global Services
020301 - Mr. David J. Snowden
020302 - Director
020304 - Cynefin Centre
Record Capture Aids Understanding Report Concurrently Using Plan Perf
Organizational Memory Fast Easy SDS Has Firepower Rich Record of Expe
Training Support Make Learning SDS Flexible Structures and New Way of
Familiar Things Familiar Ways Frustrating Learning New Way Working Ch
17 Tools Needed for Intelligence Using Information Technology Cannot
Other Programs People Use Integrated by SDS Like Email Topic Maps Ou
4808 - ..
4809 - Summary/Objective
481001 - Follow up ref SDS 60 0000. ref SDS 59 0000.
481003 - Gary submitted a list of about 17 different tools he has been using
481004 - for information management. ref SDS 0 6Q4H He did not identify tools
481005 - for Knowledge Management, nor submit an explanation or theory of
481006 - knowledge that distinguishes KM from IT. Generally, this leaves the
481007 - impression that all of the tools he is using taken together enable
481008 - doing KM. ref SDS 0 6X43 He says SDS is coming on line to do a
481009 - greater share of his work. ref SDS 0 MI5I Sent a letter to Gary
481010 - asking for clarification on transformation from IT to KM. ref SDS 0
481011 - QV9F Gave an example of Gary's work with Keynote, which is a program
481012 - he likes for outlining, that contrasts with the power of SDS for doing
481013 - knowledge management. ref SDS 0 R34T Explain that productivity of
481014 - knowledge work requires using SDS for integrating work tasks, which
481015 - means that most of the work needs to be done in SDS. ref SDS 0 R375
481016 - Gary responded saying that he lists 17 different programs he has been
481017 - using to accomplish the eight (8) steps for using SDS to improve human
481018 - memory. This overlooks that better memory only improves significantly
481019 - by using these steps with SDS. ref SDS 0 L36J Gary restates challenge
481020 - of transformation on the job. ref SDS 0 NF7H Called Gary to discuss
481021 - this challenge. Gary advised that he has decided to go ahead and
481022 - distribute SDS work product at Aerospace company. ref SDS 0 IH6M
481030 - ..
4813 - Progress
481401 - Many Tools Needed to Perform KM Using Information Technology
481402 - Information Technology Requires Many Tools to Work Intelligently
481403 - Intelligence Requires Many Information Technology Tools
481404 - Conventional Practice Requires Many IT Tools to Work Intelligently
481406 - Follow up ref SDS 20 GH7I, ref SDS 37 874H.
481408 - Yesterday, Gary discussed submitting an explanation of knowledge
481409 - management tools he uses for working intelligently (see POIMS,
481410 - ref OF 1 1X6G), reported on 030406. ref SDS 60 T85O Previously, on
481411 - 010719 Gary related past efforts to develop and acquire tools for good
481412 - management, popularly called "Knowledge Management" (KM). ref SDS 20
481413 - GH7I On 020114, Gary disclosed using a multiplicity of tools in
481414 - combination to accomplish daily knowledge work tasks. ref SDS 24 RM66
481416 - ..
481417 - Gary discussed this recently on 021227, ref SDS 37 874H, and again a
481418 - few weeks ago on 030316. ref SDS 50 EV53
481420 - ..
481421 - Received ref DRT 1 0001 from Gary listing 17 tools he has learned to
481422 - use over the years for all of his work. There is no explanation of
481423 - KM, and there is not a separate listing of tools used to perform KM.
481424 - Gary says in part....
481426 - Most of my KM activity is still in the area of information
481427 - management. ref DRT 1 ZN6G
481429 - ..
481430 - Using IT for knowledge management reflects Grove's point that people
481431 - like to work on familiar things in familiar ways, reviewed on 980307.
481432 - ref SDS 9 3740 On 950204 Morris explained how he uses a variety of
481433 - software programs. ref SDS 6 4365
481435 - ..
481436 - This suggests Gary is using a lot of tools, which he mentioned earlier
481437 - on 021227, ref SDS 37 874H, following up his letter on 020114,
481438 - ref SDS 24 RM66, and that, taken together, everything accomplishes
481439 - knowledge management, as posed in the follow up letter to Gary, per
481440 - below. ref SDS 0 R255 For example, Gary reads a lot of books and
481441 - marks them using post-it notes. ref DRT 1 0124 He also reads a lot of
481442 - web pages and saves the location with bookmarks. ref DRT 1 GV5F SDS
481443 - enables a new way of working to perform these tasks, as shown by the
481444 - record on 900303. ref SDS 3 0001 An example of bookmarking a website
481445 - is a recent record on 030308, ref SDS 46 NO5S, showing SDS provides
481446 - redundant access for web based sources, because information on the
481447 - Internet is volitile.
481449 - ..
481450 - [On 030408 frustration building Knowledge Space compounded by
481451 - problem with SDS code that increases the time for doing the
481452 - work. ref SDS 61 DO5X
481454 - ..
481455 - [On 030512 two (2) worlds of IT and KM Transformation difficult
481456 - because IT locks people into using paper, and KM requires
481457 - replacing paper with "intelligence." ref SDS 63 ZT54
481459 - ..
481460 - [On 031102 SDS support for interoperability expanded to multiple
481461 - file formats helps bridge gap between 2-worlds problem.
481462 - ref SDS 64 0001
481464 - ..
481465 - [On 031215 requirements for integrated tools cited by Freeman in
481466 - PhD thesis on Lifestreams submitted at Yale in 1997. ref SDS 65
481467 - E350
481469 - ..
481470 - Gary lists the following tools for all of his work....
481472 - 1. Opera browser, ref DRT 1 EG6G
481474 - ..
481475 - 2. PowerMarks bookmark manager, ref DRT 1 EG69
481477 - ..
481478 - 3. PowerDesk file manager, ref DRT 1 EG71
481480 - ..
481481 - 4. Acrobat viewer, ref DRT 1 EG73
481483 - ..
481484 - 5. KeyNote outliner -- multiple outlines per file, internal file
481485 - list, virtual nodes. Used to use TreePad. MaxThink is superior,
481486 - but DOS-based. ref DRT 1 EG75
481488 - ..
481489 - 6. Outlook email client (newsgroups for the few I visit),
481490 - ref DRT 1 EG79
481492 - ..
481493 - 7. Microsoft Word for documents of any size. I used to use
481494 - WordPerfect or Lotus WorpPro, but I revert to what I usually have
481495 - at work, which is uniformly Word. ref DRT 1 EG8F
481497 - ..
481498 - 8. WebWhacker, Zip-Up-The-Web, MyBase, SurfSaver -- web capture.
481499 - ref DRT 1 EG85
481501 - ..
481502 - 9. askSam, Access, Excel -- Databases still not integrated.
481503 - ref DRT 1 EG87
481505 - ..
481506 - 10. Paper notebook, file cards, note pad for impulse writing or
481507 - notes. ref DRT 1 EG8Y
481509 - ..
481510 - 11. Post-It notes and underlining in books, ref DRT 1 EG92
481512 - ..
481513 - 12. Ecco tabbed outliner -- simple activity list / journal,
481514 - ref DRT 1 EG94
481516 - ..
481517 - 13. ShadowPlan -- PDA outliner for weekend errand itinerary if it
481518 - involves more than a few stops. ref DRT 1 EG96
481520 - ..
481521 - 14. Quicken -- financial information, bills, taxes. ref DRT 1 EG99
481523 - ..
481524 - 15. MultiEdit programmer editor for manipulating text files of all
481525 - sorts. ref DRT 1 EG41
481527 - ..
481528 - 16. TextPad editor for simple effort at joining individual lines
481529 - into paragraphs. ref DRT 1 EG44
481531 - ..
481532 - 17. Perl as a language for doing all programming and file
481533 - manipulation. ref DRT 1 EG47
481535 - ..
481536 - Gary further notes that....
481538 - SDS coming online slowly for trying to do more of the work I
481539 - do. ref DRT 1 EG50
481541 - ..
481542 - This is aligns with planning on 030125 for Gary to use SDS on the job.
481543 - Another goal is to develop a scope that clarifies and differentiates
481544 - conventional work using information technology from using SDS for
481545 - Knowledge Management.
481547 - ..
481548 - On 030120 Gary cited frustration learning to press new buttons for
481549 - using SDS to perform Com Metrics. ref SDS 40 5P49
481556 - ..
4818 - 1317
481901 - Submitted ref DIT 1 0001 to Gary linked to this record and responding
481902 - to Gary's letter per above, saying....
481904 - 1. Thanks for your letter today listing work practices, per above,
481905 - ref SDS 0 6X43, and common information technology (IT) tools
481906 - you are using at Aerospace company, also, per above,
481907 - ref SDS 0 6Q4H, following up our telecon yesterday discussing
481908 - transformation to using SDS for knowledge management.
481909 - ref SDS 60 E548
481911 - ..
481912 - 2. First, the list of tools you are using is very impressive in
481913 - the sense of learning a lot of commands and navigating a lot of
481914 - menus to get things done. Integrating this range of tools and
481915 - maintaining them seems like a big job that takes a powerful,
481916 - well disciplined mind. ref DIT 1 Z36I The list in your letter
481917 - today, per above, ref SDS 0 6Q4H, supports research on 000307
481918 - finding that Knowledge Management is a lot of hard work using
481919 - conventional tools. ref SDS 13 5182 This was supported months
481920 - later on 001126 by further experience on the OHS/DKR project.
481921 - ref SDS 17 4E3X
481923 - [On 030512 two (2) worlds of IT and KM Transformation
481924 - difficult because IT locks people into using paper, and KM
481925 - requires replacing paper with "intelligence." ref SDS 63
481926 - ZT54
481928 - ..
481929 - 3. Your letter says in part, ref DIT 1 G67J, that "Most of my KM
481930 - activity is still in the area of information management."
481931 - ref DRT 1 ZN6G
481933 - [On 080104 Morris Jones and Jack Park discuss performing SDS
481934 - support for working intelligently using greater diligence
481935 - with Microsoft programs. ref SDS 66 EM9F
481937 - ..
481938 - 4. This sounds like you are saying that information management is
481939 - part of knowledge management, per above, ref SDS 0 TN9J, and so
481940 - under that definition anything used for information management
481941 - is also used for some aspect of knowledge management. In other
481942 - words, knowledge management results from using a range of tools
481943 - for different kinds of information management, e.g., drawing a
481944 - picture, sending an email, looking at web pages and copying web
481945 - pages into a file, keeping an index of files, making a call,
481946 - attending a meeting, outlining, writing, data base, etc. Is
481947 - this the point of your letter, and, if so, what theory of
481948 - knowledge supports this idea? ref DIT 1 K87N
481950 - ..
481951 - 5. Or, are you saying that your work practice primarily uses
481952 - information management because tools and practices are readily
481953 - available for getting things done using information management,
481954 - while tools and practices using KM are rare and so take time
481955 - for transformation? ref DIT 1 199F
481957 - [...below, Gary explains the variety of IT software listed
481958 - in his letter this morning help accomplish the eight (8)
481959 - steps for using SDS to convert information into knowledge.
481960 - ref SDS 0 L36J
481962 - ..
481963 - 6. In our discussion yesterday, we talked about theory and
481964 - practice. On the job, we mostly have to focus on practices
481965 - that let us get things done, and don't really care a lot about
481966 - theory, so maybe this is not a good time to bring it up.
481967 - ref DIT 1 G99M
481969 - ..
481970 - 7. A lot of the activity set out in your letter, including doing
481971 - research on the Internet is part of my work with SDS.
481972 - ref DIT 1 A44I For example, you submitted some keynote files
481973 - sometime ago on 020722 which reviewed POIMS. ref SDS 27 GWWR
481975 - ..
481976 - 8. You can see how the keynote file, ref OF 6 0001, was changed
481977 - around a bit for use in SDS, which then provides command and
481978 - control of the record that, for one thing, enables finding your
481979 - keynote file on reviewing SDS, and finding particular issues
481980 - discussed within the keynote file, and further assembling ideas
481981 - in the keynote file into a chronology of related ideas in other
481982 - files. My sense is that this SDS capability to find
481983 - information and organize it into multiple views based on
481984 - context provides a rough idea about knowledge management, and
481985 - that information management tools like Keynote, MS Word, etc.,
481986 - do not enable people to, in this case, go find the SDS record
481987 - where Keynote work is reviewed, break it down and put it back
481988 - together in multiple ways. ref DIT 1 K44O This perception may
481989 - only reflect that I am familiar with using SDS for KM, and am
481990 - not familiar with using information technologies. Of course we
481991 - have Eric Armstrong's letter on 010916 that says people have a
481992 - lot of trouble finding anything using other tools, ref SDS 21
481993 - KA6H, there is another letter on 011006 asking how projects get
481994 - fouled up so easily, ref SDS 23 O99K, and so forth; another
481995 - letter on 011003 says people using IT are clueless about how to
481996 - convert information into useful knowledge. ref SDS 22 O74L
481998 - ..
481999 - 9. Anyway, I am trying to grasp if your letter today indicates the
482000 - understandable challenge of transformation from IT to KM,
482001 - ref DIT 1 K53J, noted by Grove reviewed on 980307. ref SDS 9
482002 - 3740
482004 - ..
482005 - 10. Or, is SDS being used for some KM tasks and other tools are
482006 - used for other KM tasks? ref DIT 1 JV4L The concern is that
482007 - Com Metrics theory of knowledge is to augment intelligence, and
482008 - this requires using SDS to routinely create and maintain an
482009 - external rendering of the connections in the mind, which in
482010 - turn requires doing most everything in SDS in order to have a
482011 - comprehensive Knowledge Space of organizational memory, as
482012 - explained in POIMS, ref OF 1 034J, and, which, in turn, enables
482013 - tying things together, and finding things quickly when needed.
482014 - Morris noted this requirement for improvement on 890809, and he
482015 - recognized the challenge of reengineering by re-tooling skills
482016 - to use SDS that replace other familiar methods. ref SDS 2 2079
482018 - [On 030408 frustration building Knowledge Space compounded
482019 - by problem with SDS code that increases the time for doing
482020 - the work. ref SDS 61 DO5X
482022 - ..
482023 - 11. This doesn't mean we won't do a picture or a spreadsheet with
482024 - other tools, but when we do we write up in SDS that we did a
482025 - picture and a spreadsheet and here is what it means in relation
482026 - to objectives, requirements and commitments. ref DIT 1 SZ5M
482028 - ..
482029 - 12. Hopefully, this does not sound heavy handed. I just know from
482030 - experience that when we are on the job, pressures to do things
482031 - that generate revenue during the "fog of war," to use a topical
482032 - phrase, makes it hard to work toward new practices that are
482033 - intended to make good management fast and easy. ref DIT 1 316I
482037 - ..
4823 - 1942
482401 - Received ref DRT 2 0001 from Gary commenting on the letter submitted
482402 - per above asking how the tools listed in his letter this morning, per
482403 - above, ref SDS 0 6Q4H, accomplish Knowledge Management. ref SDS 0 R255
482405 - ..
482406 - On this point Gary says...
482408 - ..
482409 - glj -- You defined the 8 steps. The early steps are information
482410 - management. I simply broke my list into tools that address the 8
482411 - steps as well as I could. ref DRT 2 NU8L
482413 - ..
482414 - Gary refers to the eight (8) steps for using SDS to improve human
482415 - memory listed in the record on 001219. ref SDS 19 FO5M Other tools do
482416 - not support the threshold criteria in SDS of organizing information
482417 - in a flexible structure of chronology that imparts knowledge of cause
482418 - and effect based on tacking the sequence of events organized according
482419 - to context. The 8 steps yield knowledge management only in an
482420 - SDS-like environment of constructing Knowledge Space that makes
482421 - finding things fast and easy.
482423 - ..
482424 - Gary notices that it takes a lot of different tools to accomplish the
482425 - steps supported by SDS for doing Knowledge Management....
482427 - glj -- I still have to manage a substantial amount of information
482428 - before I can create an opportunity to turn that information into
482429 - knowledge with analysis, alignment, linking, etc. The tools
482430 - available do a poor enough job of doing that, which is why I use
482431 - a number of them. ref DRT 2 T49L
482433 - ..
482434 - Most of what purports to be KM out there fails even to manage
482435 - information, so I do the best with the tools I can find.
482436 - ref DRT 2 F54H
482438 - ..
482439 - Gary realizes that everything can be managed in SDS, but it takes time
482440 - for transformation to new work practices under the pressures of daily
482441 - work to get things done; he says....
482443 - glj -- I got all that. I just haven't caught up to all of it yet.
482444 - I am still at the stage where I am often trying things I haven't
482445 - done before and I have problems far more often than I care to. I
482446 - stick with it and slowly integrate more an more parts of what I
482447 - do into SDS. ref DRT 2 649N
482449 - ..
482450 - In our telecon, per below, ref SDS 0 IH6M, Gary further pointed out
482451 - that organizing received documents into something sensible for the
482452 - purpose of enabling alignment with links from SDS and to other files,
482453 - takes time. We are using a convention of HTML for uniform formatting.
482454 - This can be transferred back to Microsoft Word, in the event people do
482455 - have access to a web browser.
482457 - ..
482458 - Gary discusses challenge of learning to use new tools....
482460 - I also dislike a lot of how SDS does things, including the fact
482461 - that the macro language, while it works for you, isn't something
482462 - I really want to learn, particularly if we continue to have the
482463 - memory limitation issues. ref DRT 2 F64J
482465 - ..
482466 - I want to continue to augment SDS with external programs, convert
482467 - more formats into SDS automatically. The fact that SDS *can* be
482468 - used to clean up the messes is no reason I should have to spend
482469 - time on it if I can get a program to do the mundane tasks of
482470 - converting formats. ref DRT 2 J64O
482472 - ..
482473 - As I can get SDS integrated I will use it more and more as a
482474 - primary tool rather than a secondary one. That takes time because
482475 - I am building an infrastructure to help bring the Two Worlds
482476 - closer together. ref DRT 2 R65K
482478 - ..
482479 - This is a constructive effort to bridge the gap between existing
482480 - practices and using SDS to meet new realities of a new world order,
482481 - which is resisted by powerful cultural forces, noted by Morris on
482482 - 990527, ref SDS 11 1233, and cited by Ross on 890809. ref SDS 1 HJ6I
482484 - ..
482485 - Gary continues...
482487 - I am stuck with some of the tools because it is what I have to
482488 - work with on the job. When my boss wants a document, she
482489 - definitely doesn't want an SDS record, he want a document done in
482490 - one of the Microsoft tools because that is the world that he and
482491 - all of the other people in the organization operate in.
482492 - ref DRT 2 L66F
482494 - ..
482495 - As I can use SDS to organize information, relate it to other
482496 - information and generate content that can then be used to
482497 - generate the work product that is required rather than whatever
482498 - we think they should want, I will do more and more of it.
482499 - ref DRT 2 0E6M
482501 - ..
482502 - During the transition the best I can do is to rely to some
482503 - (hopefully decreasing) extent on the tools that I know, new ones
482504 - I can find, and my own expertise. This puts me a long way ahead
482505 - of most of the others who can't even use the tools they have
482506 - well, much less adapt to new ones that do things they have never
482507 - heard of. ref DRT 2 EF3I
Gary Decides to Distribute SDS Record for Meetings and Communication
Distribute SDS Record for Meetings and Communication at Aerospace compa Gary D
600501 - ..
6007 - 2041
600801 - Called Gary.
600803 - Discussed transformation at Aerospace company to SDS, per above. ref SDS 0 NF7H
600806 - ..
600807 - SDS Records Distributed to Aerospace company Staff Generates Visibility
600809 - Gary advised that he plans to begin issuing SDS work product to Aerospace company
600810 - colleagues, per ideas in the record on 020405. ref SDS 59 6F72
600812 - ..
600813 - Did some experimenting while talking to Gary on how to submit SDS
600814 - records via email without using work product on the Internet, which is
600815 - necessary in order to avoid making classified work public.
600817 - ..
600818 - Submitted following instructions in an email....
600820 - Gary,
600822 - Glad to hear in our telecon this evening that you have decided to
600823 - reach out and touch the team at Aerospace company by distributing SDS records
600824 - for routine communication, per analysis in the record on 030405,
600825 - ref SDS 59 6F72, and discussed again with Gary yesterday, as shown
600826 - in the record on 030406. ref SDS 60 W65H
600828 - ..
600829 - Will be interesting to see how folks handle this new way of
600830 - working.
600832 - ..
600833 - As we discussed, there are two ways to distribute SDS records via
600834 - email without using the Internet so that security is maintained.
600836 - 1. Convert SDS record to HTML, and then copy the file address on
600837 - the local data base in the c: sd wl directory into the option
600838 - for attaching a "file" to an email. This method displays SDS
600839 - in Microsoft Outlook as a web page, and internal links are
600840 - active.
600842 - ..
600843 - [On 030410 Gary's initial experiment did not use this
600844 - method. ref SDS 62 469I
600846 - ..
600847 - SDS Visibility Generates Demand for Working Intelligently
600848 - Modifications Can Support Access to Links on Aerospace company Server
600850 - External links will call resources in the c: sd wl directory,
600851 - and so will only be active for you. If people catch on to the
600852 - value of links, as noted by Stuart Harrow at DOD in a letter on
600853 - 020912, ref SDS 32 HH92, this might generate demand for
600854 - expanded support, which could lead to some funding for SDS with
600855 - some modifications to save the local set to a Aerospace company internal
600856 - server that makes the links active. Should be easy to
600857 - accomplish.
600859 - ..
600860 - Below this discussion is an example of this method of
600861 - distribution.
600863 - ..
600864 - 2. Attach the SDS file on the d: drive without conversion to HTML.
600865 - This doesn't look as fancy, but still gets the job done. This
600866 - format is attached below the first sample.
600868 - [On 030410 Gary tried this method. ref SDS 62 0001
600870 - ..
600871 - Good discussion evening. We are making great progress.
Distribution. . . . See "CONTACTS"