THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: April 17, 2003 12:29 PM Thursday; Rod Welch

Submitted endorsement ideas to Pat Lincoln at SRI.

1...Summary/Objective
.....12...Progress requires researchers and developers to gain


..............
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CONTACTS 
0201 - SRI International                                                                                                                                                  O-00000103 0701
020101 - Mr. Pat Lincoln; Director
020103 - Computer Science Laboratory                                                                                                                                      O-00000103 0701

SUBJECTS
Endorse SDS Pat Write Letter to Curt Carlson Recommending Research an
Endorse SDS Pilot Test Loan C13 for Pat to Experiment So He Can Make
Meeting Pat Lincoln Issue Endorsement of SDS
SRI Meeting Pat Lincoln Endorse SDS for Research Review Opportunities
Endorsement Agreed on 020729 Submitted to Pat for Signature and Distr
Endorsement Showing KM Secret of SDS Based on Evidence Following Meet
KM Research Goals Foundation to Fund Welch Production of SDS Records
Study What Works Goal to Advance KM
Research Theses for SDS to Advance KM
Endorsement Agreed on 020729 Submitted to Pat for Signature and Distr
SDS Secret of KM Others Don't Have It

2413 -
2413 -    ..
2414 - Summary/Objective
2415 -
241501 - Follow up ref SDS 16 0000, ref SDS 15 0000.
241502 -
241503 - Today, added links to the revised letter submitted during our meeting
241504 - at SRI on 020729. ref SDS 15 4K6G
241505 -
241506 -      1.  Letter Pat approved on 020729........... ref DRP 1 0001
241508 -  ..
241509 - Decided today not to try for an intermediate letter, which was
241510 - discussed with Pat on 030327. ref SDS 16 VQ5J
241511 -
241512 -      2.  Modified letter for 020729.............. ref OF 13 0001
241514 -  ..
241515 - Today, finally got through this...
241517 -          ..
241518 -      3. New endorsement that recognizes
241519 -         new information since 020709,
241520 -         as shown below.......................... ref OF 14 0001
241521 -
241522 - ...which adds perspective listed in the record on 020729, ref SDS 15
241523 - 9O5O, and again on 030327, ref SDS 16 OS6K, that shows the broader
241524 - dimensions of the challenge, the urgency for renewed efforts, and the
241525 - opportunity of SDS to make efforts successful, including very recent
241526 - success with Gary at Aerospace company.
241528 -      ..
241529 -     [On 030421 discussed with Pat. ref SDS 17 CQ3F
241531 -      ..
241532 -     [On 030423 Pat indicates action items doable. ref SDS 18 0001
241534 -      ..
241535 -     [On 030429 Pat has begun review of draft endorsement. ref SDS 20
241536 -     0001
241538 -      ..
241539 -     [On 030429 Gary submitted corrections to grammar and
241540 -     syntax. ref SDS 20 XU4N
241542 -      ..
241543 -     [On 030429 Gary plans to submit revised endorsement. ref SDS 20
241544 -     Q38O
241546 -      ..
241547 -     [On 030520 Pat explains opportunit for a dynamic knowledge
241548 -     repository to expand direct personal knowledge. ref SDS 23 OF4F
241549 -
241551 -  ..
241552 - Big ideas in this follow up endorsement are....
241553 -
241554 -      1.  Define SDS based on schematic, ref OF 15 3385, define Com
241555 -          Metrics based on 8 steps, reported on 001219, ref SDS 12 4W4L,
241556 -          and explain KM based on record of meeting with Pat on 020729,
241557 -          ref SDS 15 BR4M, to explain target of research. ref OF 14 0001
241558 -
241559 -              [On 030527 Pat was familiar with eight (8) steps using
241560 -              SDS. ref SDS 24 0I4O
241562 -           ..
241563 -          SDS enables intelligence process, explained in POIMS,
241564 -          ref OF 4 6649  Flexible structure reviewed on 890523 forms a
241565 -          spreadsheet for knowledge, ref OF 14 ES8H, that enables
241566 -          deliberative analysis, also, explained in POIMS. ref OF 3
241567 -          2300
241568 -
241570 -           ..
241571 -      2.  KM secret of SDS, all other methods have failed,
241572 -          ref OF 14 ER8H, per analysis on 020608. ref SDS 14 QV5G
241574 -           ..
241575 -          Innovation loop prevents progress in KM. ref OF 14 ES5O
241577 -           ..
241578 -          Dilemma development in KM over the past 5 - 10 years has gone
241579 -          in circles, ref OF 14 OI6H, because traditional methods of
241580 -          research and development rely on publishing research in
241581 -          printed media that prevents researchers from discovering how
241582 -          to perform KM, i.e., the process is closed to the opportunity
241583 -          of discovering how to transform from printed documents to
241584 -          Knowledge Space. ref OF 14 OI6H
241585 -
241586 -             [On 030427 Gary reviews dilemma that prevents
241587 -             advance from tools for information to a culture of
241588 -             knowledge. ref SDS 19 0001
241590 -              ..
241591 -             [On 030506 review goals for linking to foundational
241592 -             documents that grow a culture of knowledge essential for
241593 -             transformation. ref SDS 21 0001
241595 -           ..
241596 -      3.  Knowledge Management defined in first para, ref OF 14
241597 -          0001, based on explanation in record on 020729.
241598 -          ref SDS 15 BR4M
241600 -           ..
241601 -      4.  SDS accomplishes KM by defining distinction between
241602 -          information and knowledge. ref OF 14 K55F
241604 -           ..
241605 -      5.  Communication Metrics is a new way of working using eight
241606 -          (8) steps, ref OF 14 2Z3N, set out in the record on
241607 -          001219. ref SDS 12 4W4L
241609 -           ..
241610 -      6.  SDS work product supported by other methods, ref OF 14
241611 -          Q49I, was discussed on 020729. ref SDS 15 JI7N  Using
241612 -          Microsoft IT and greater diligence proposed on 001126
241613 -          rather than using SDS for KM, ref SDS 11 4E3X
241615 -           ..
241616 -      7.  SDS has 25K records, 150K subjects, 11K documents over an 18
241617 -          year period demonstrates a system that works to make good
241618 -          management fast and easy, ref OF 14 IB3F, because in a
241619 -          typical example adding alignment to verify accuracy and
241620 -          enable access to critical information takes 30 minutes with
241621 -          SDS; but takes 40 hours with other methods. ref OF 14 046N
241622 -          Using IT paralyzes productivity, reported on 011003.
241623 -          ref SDS 13 EC5N
241624 -
241625 -              [On 030527 Gary developed code to count records
241626 -              and subjects. ref SDS 25 0001
241628 -           ..
241629 -      8.  Dog that didn't bark, shows extensive analysis of KM
241630 -          literature in SDS, ref OF 14 K57O, but no analysis of SDS in
241631 -          the published literature, ref OF 14 IA5O, because SDS makes
241632 -          analsyis fast and easy, and IT does not, and because KM
241633 -          experts are doing research to get published, which requires
241634 -          reliance on other published work, and there is not enough
241635 -          published for this to yield the breakthrough necessary for
241636 -          understanding KM. ref OF 14 IB6H
241638 -           ..
241639 -      9.  Transformation from IT to KM requires research to overcome
241640 -          resistance to a new way of working, ref OF 14 RA7I, to
241641 -          regain confidence of experts and practitioners who have
241642 -          given up. ref OF 14 RB42
241644 -           ..
241645 -          Intel's transformation to manufacture microprocessors,
241646 -          ref OF 14 RA9K, reflects Lynn Conway's point that culture
241647 -          resists improvement, which is why research is needed for
241648 -          transformation. ref OF 14 RA7I  Intel execs resisted change,
241649 -          reported by Forbes on 960304, ref SDS 2 8499, and seemingly
241650 -          confirmed by Grove in his book reviewed on 980307.
241651 -          ref SDS 4 1657  Information overload overwhelms human span of
241652 -          attention. ref OF 6 1675
241654 -           ..
241655 -          Paper and PDF stifle the path to a culture of knowledge.
241656 -          ref OF 14 957K  People cling to familiar things and familiar
241657 -          ways for working intelligently, as defined in POIMS.
241658 -          ref OF 1 0367  Dave Snowden is an example of people who like
241659 -          printing. ref OF 14 466M   Intelligence used in the military
241660 -          for command and control, ref OF 5 1113, is foreign to the
241661 -          management arena. ref OF 14 PR4I  Printing is preferred and
241662 -          links are avoided to manage information because paper can be
241663 -          put in a binder and used in meetings, and links take forever
241664 -          to print, ref OF 14 PR4I, per example of Morris' work
241665 -          practice reported on 890809. ref SDS 1 HJ4J  Powerful
241666 -          cultural forces resist improvement, ref OF 14 PR4I, as
241667 -          reported on 990527. ref SDS 6 1233
241668 -
241669 -               [On 030512 example at Aerospace company on  combat project illustrates
241670 -               that 2 worlds of information and knowledge management
241671 -               are traveling in opposite directions. ref SDS 22 RX5O
241673 -           ..
241674 -          Paperless office only proposed in abstract, ref OF 14 XK9G,
241675 -          illustrated by article reviewed on 980613, ref SDS 5 0001,
241676 -          and by seminar on 991217. ref SDS 8 9030
241678 -           ..
241679 -          People rely on knowledge of links to their memory that are
241680 -          incorrect and conflicting, as explained in NWO, ref OF 7
241681 -          4077, and people suppress feedback, also, explained in NWO.
241682 -          ref OF 9 2670, because by definition mistakes in memory are
241683 -          not evident at the time, and this form of reliance is fast
241684 -          and easy, ref OF 14 OQ6H, while standing in front of a
241685 -          printer all day to create documents for all of the links in
241686 -          an SDS record is slow, hard work, reported on 000307.
241687 -          ref SDS 9 5182  On 970707 reliance on memory for traditional
241688 -          information management degrades to entropy, reported by
241689 -          USAFIT. ref SDS 3 0108 Knowledge Management cannot use paper
241690 -          and requires links. ref OF 14 PR7J  Triangulation verifies
241691 -          accuracy as explained in POIMS. ref OF 4 16EF  On the other
241692 -          hand, information management strikes a balance by accepting
241693 -          weakness of memory that creates deferred mistakes in order to
241694 -          avoid the hard work of Knowledge Mangement without using SDS.
241695 -          ref OF 14 XK9G
241697 -           ..
241698 -     10.  Fear of accountability is 800# Gorilla. ref OF 14 Y74O
241700 -           ..
241701 -     11.  People have to be paid to do KM until they gain confidence
241702 -          to voluntarily adopt new work practices. ref OF 14 RB5O
241703 -
241704 -
241705 -
241706 -
2418 -

SUBJECTS
Research Goals Foundation to Fund Welch Production of SDS Records on
Study What Works Goal to Advance KM SDS has 25000 Records 150000 Subj
Research Theses for SDS to Advance KM
Foundation Link Communication to POIMS for Ownership in SDS
Foundation Fund Payment for Generating SDS Records on the Internet to
SRI Foundation Fund Payment for Generating SDS Records on the Interne
Payment Foundation for Generating SDS Records on the Internet to Main
SRI Foundation Fund Payment for Generating SDS Records on the Interne
Foundation Fund Payment for Generating SDS Records on the Internet to

3411 -
341201 -           ..
341202 -     12.  Progress requires researchers and developers to gain
341203 -          experience using SDS, ref OF 14 Y57K, which takes research
341204 -          to....
341205 -
341206 -          a.  Foundation to fund publishing SDS record on the Internet
341207 -              ref OF 14 XN4I, that enables people to study what works
341208 -              in the next section, ref SDS 0 MH9K, and to meet the
341209 -              challenge posed by the Legend of Prometheus reviewed on
341210 -              991108. ref SDS 7 5368
341212 -                 ..
341213 -                [On 030421 discussed with Pat. ref SDS 17 QL3O
341215 -               ..
341216 -          b.  Study what works; KM seems to be a secret of SDS, per
341217 -              above analysis, ref SDS 0 KY6I, and therefore the only
341218 -              path to development is to study SDS. ref OF 14 UQ6V  Why,
341219 -              for example, does SDS take 30 minutes to find where
341220 -              things are located that take 40 hours using other
341221 -              methods. ref OF 14 E68H
341223 -                 ..
341224 -                [On 030527 Gary developed program to count SDS
341225 -                records and subjects to demonstrate proof that SDS is a
341226 -                system that works. ref SDS 25 0001
341228 -               ..
341229 -              SDS flexible structure leverages innate intelligence for
341230 -              remembering the gist of information to improve memory of
341231 -              the full story. ref OF 14 E68H
341232 -
341233 -                 [On 030506 Gary's review of transformation from
341234 -                 information to knowledge illustrates challenge of
341235 -                 finding things quickly. ref SDS 21 XH82
341237 -               ..
341238 -          c.  Theses for research to implement SDS in a variety of
341239 -              fields, under the theory that Knowledge Mangement is
341240 -              essentially a "research" project on deployment.
341241 -              ref OF 14 UR34, discussed during meeting with Pat Lincoln
341242 -              000725, ref SDS 10 G64L, on 020729 this matter was
341243 -              reviewed again at SRI. ref SDS 15 JH5K
341244 -
341246 -  ..
341247 - Gary is mentioned....
341248 -
341249 -       Printed media still popular
341250 -       barrier to paperless office..................... ref OF 14 K56K
341251 -
341252 -       SDS takes 4 - 8 weeks to learn.................. ref OF 14 RB5O
341254 -        ..
341255 -       SDS makes good management fast and easy
341256 -       changes attitudes about willingness to use
341257 -       good management................................. ref OF 14 1Z8I
341259 -        ..
341260 -       Gary demonstrates others can learn to
341261 -       use SDS and this experience grows
341262 -       understanding about Knowledge Management........ ref OF 14 I94F
341264 -  ..
341265 - Knowledge Management is defined by reference in the first para,
341266 - ref OF 14 0001, to the record on 020729, ref SDS 15 PW5L, so that we
341267 - have a constant anchor.
341269 -  ..
341270 - Theses for research are spelled out, which Pat asked about during the
341271 - meeting on 020729. ref SDS 15 JH5K
341273 -  ..
341274 - Goals to advance Knowledge Management are set out....
341275 -
341276 -      1.  SDS records on Internet must continue to demonstrate
341277 -          viability new way of working. ref OF 14 XN4I
341278 -
341279 -      2.  Study what works through professional publications and
341280 -          events. ref OF 14 UQ6V
341282 -           ..
341283 -      3.  Pilot test implementation of SDS in a range of applications,
341284 -          ref OF 14 UR34
341285 -
341286 -
341287 -
341288 -
341289 -
341290 -
341291 -
341292 -
3413 -
Distribution. . . . See "CONTACTS"