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

SUBJECTS
Others Spreading Word Have Power to Let Genie of KM out of Bottle

0403 -
0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 58 660301.
040502 -
040503 -
040504 -
040505 -
040506 -
040507 -
040508 -
040510 -  ..
0406 -
0407 -
0408 - 1503
0409 -
040901 - Other Voices Spreading the Word Unlock Genie of Knowledge Management
040902 -
040903 - Follow up ref SDS 58 PR6Y
040904 -
040905 - Received email from Pat responding to the letter, ref DIP 7 0001,
040906 - responding to Pat's letter, ref SDS 58 OF4F, also received yesterday.
040907 - ref SDS 58 OF4F
040909 -  ..
040910 - Pat's email responds to particular paragraphs in the letter to him.
040911 - yesterday. ref SDS 58 PR6Y
040912 -
040913 -   a.  Thanks for timely feedback in your letter day, per above,
040914 -       ref SDS 58 OF4F, on reviewing the draft endorsement, ref OF 11
040915 -       0001, expanding language you approved, ref OF 9 0001, in our
040916 -       meeting on 020729. ref SDS 34 4K6G  This helps ensure a
040917 -       productive meeting scheduled for next Tuesday on 020527, per our
040918 -       telecon yesterday. ref SDS 57 BQ6J
040920 -  ..
040921 - Pat says ok on this. ref DRT 1 0001
040922 -
040923 -     Need Pat to engage on the meaning and purpose of a DKR without
040924 -     being able to cite the content, as suggested by Pat's comments on
040925 -     020520. ref SDS 58 OF4F
040927 -  ..
040928 - Pat responds further to the letter that was sent to him yesterday,
040929 - ref SDS 58 OH58, and which said....
040930 -
040931 -   b.  Your suggestion to publish another Welch paper, which other
040932 -       people can cite, may be the right direction afterall.
040933 -       Everything in the currently proposed draft reflects things I
040934 -       have already said, and so is already available for people to
040935 -       cite, but this is not being done, as set out in the new draft.
040936 -       ref OF 11 IB4M  Assume KM is a "movement" toward a new way of
040937 -       working that strengthens the ancient practice of literacy in
040938 -       important ways that augment intelligence, as explained in POIMS.
040939 -       ref OF 5 3742  Assume further that in the early stages research
040940 -       is required to move forward, because people like to rely on
040941 -       things that are familiar and established.  In particular people
040942 -       like familiar ways of using alphabet technology, and are not
040943 -       familiar with opportunities for augmenting intelligence.  Under
040944 -       these conditions, I think you will agree that a movement needs
040945 -       more than one voice.  If Rod publishes everything this is not a
040946 -       movement, it is a narrow, quaky, eccentric personality, much
040947 -       like the genie in a bottle.  As long as the genie is in the
040948 -       bottle, people can only wonder why the genie is jumping up and
040949 -       turning cartwheels inside, while everyone is hurrying to the
040950 -       next seminar, the next meeting where there is no progress,
040951 -       ref DIP 7 XV6F, as we have seen the past 10 years or so, and
040952 -       noted in the draft endorsement. ref OF 11 OI6H
040954 -  ..
040955 - Pat says ok on this. ref DRT 1 6L7K
040957 -  ..
040958 - Pat responds further to the letter sent to him yesterday, ref SDS 58
040959 - OH73, which said....
040960 -
040961 -   c.  Letting the genie out of the bottle, i.e., to break out of the
040962 -       innovation loop that has the secret of converting information
040963 -       into knowledge bottled up, reported on 000425, ref SDS 12 0480,
040964 -       and as related in the draft endorsement, ref OF 11 ES5O,
040965 -       requires action by others, because while the genie is powerful,
040966 -       the one thing the Genie cannot do is open the bottle.
040967 -       ref DIP 7 8W7J
040969 -        ..
040970 -   d.  Opening the "bottle" to release the "Genie" for the power of
040971 -       knowledge requires an act of will and faith in the beginning by
040972 -       those who are comfortable in the old way of working using
040973 -       information technology, like this email program I am using.
040974 -       Where do we find people with the vision to see, the courage to
040975 -       act and the will to persevere for taking the early steps toward
040976 -       a better future?  One place is in research, because, by
040977 -       definition, researchers have one foot in both worlds -- the
040978 -       world of today that must conform to make a living, and the world
040979 -       of tomorrow that makes living more livable for all. ref DIP 7
040980 -       GW7O
040982 -        ..
040983 -   e.  Therefore, on the point of who should publish, it seems
040984 -       axiomatic that unless others take up the issues in the draft,
040985 -       there will be no movement, ref DIP 7 MW9G, as you noted in your
040986 -       letter on 010111. ref SDS 22 EF6M
040988 -    ..
040989 -   Individuals Not Critical to KM, but Can Play Critical Role
040990 -   Pat's Expertise and Position Can Play Critical Role Advancing KM
040991 -
040992 -
040993 - Pat says on points c - e, ref SDS 0 VM9O,
040994 -
040995 -       Well, I don't think that Pat Lincoln is the one critical
040996 -       element, but getting more people than just Rod is clearly a good
040997 -       thing. ref DRT 1 WN5L
040999 -  ..
041000 - Pat is correct that no one person is "critical."  Slow progress
041001 - advancing beyond information based on the alphabet technology, to a
041002 - culture of knowledge based on SDS for integrating time and information
041003 - implies that some "elements" are critical to forming the confluence of
041004 - enabling forces, discussed with Doug on 011120. ref SDS 30 H67I
041005 - People positioned to support critical elements have an opportunity to
041006 - play a critical role, if they judge the objective of advancing the
041007 - nation and civilization justifies the effort, as discussed with Pat on
041008 - 000725. ref SDS 17 0897
041010 -  ..
041011 - What are the "elements" that must coalesce to enable a force strong
041012 - enough to overcome forces of ignorance, fear and denial that block
041013 - progress on tools and practices for doing knowledge work?
041014 -
041015 -     1.  Design that works to substantially improve information
041016 -         technology.  Without a design that works, nothing can succeed.
041018 -          ..
041019 -         The draft endorsement says to "study what works," ref OF 11
041020 -         U44M, for accomplishing Knowledge Management, as defined in
041021 -         the record of our meeting on 020729, ref SDS 34 BR4M, and
041022 -         points to SDS implemented by the eight steps for performing
041023 -         Com Metrics to improve personal and organizational memory set
041024 -         out in the record on 001219, ref SDS 21 4W4L, that has worked
041025 -         for consistently producing a unique work product over a period
041026 -         of 20 years that includes 26K records since 1988, also cited
041027 -         in the draft endorsement. ref OF 11 U44M
041029 -          ..
041030 -     2.  Experience doing Knowledge Management (KM) builds faith that a
041031 -         new way of working using SDS for adding "intellgence to
041032 -         information that creates "knowledge," as defined in POIMS,
041033 -         ref OF 1 0367, saves time, money and lives, illustrated by the
041034 -         record at DNRC, PG&E, USACE.  Recently on 030503 similar
041035 -         experience showing SDS is effective was reported at Aerospace company.
041036 -         ref SDS 59 F64M
041038 -          ..
041039 -         Lack of experience fosters ignorance, fear and denial that
041040 -         prevent people from getting experience.  This creates an
041041 -         innovation loop that is a powerful dilemma blocking progress
041042 -         toward knowledge management, reported on 010924. ref SDS 26
041043 -         XT5F
041045 -          ..
041046 -         Bad experience using existing methods is an enabling force for
041047 -         breaking out of the box of information technology by openning
041048 -         some minds and raising calls to try something new, illustrated
041049 -         by the record on....
041050 -
041051 -         a.  Economy too many people
041052 -             having too many problems......... 001207, ref SDS 20 V54M
041054 -              ..
041055 -         b.  National security failed
041056 -             too much information, not
041057 -             enough analysis.................. 010911, ref SDS 24 YNGH
041059 -              ..
041060 -         c.  NASA not enough time to
041061 -             analyse information leading
041062 -             to loss of Challenger............ 030304, ref SDS 39 KV6K
041064 -          ..
041065 -         Bad experience trying "Knowledge Mangement" tools and methods
041066 -         that don't work because they do not integrate a critical mass
041067 -         of processes needed to improve productivity, as explained in
041068 -         POIMS, ref OF 3 2688, "poisons the well" to create a powerful
041069 -         counter force that resists the impulse to improve information
041070 -         technology, discussed with Pat during our meeting at SRI on
041071 -         020729, ref SDS 34 NS6G, despite overwhelming evidence showing
041072 -         that existing methods have proven ineffective under new
041073 -         realities of information overload, discussed just above.
041074 -         ref SDS 0 CR69  This record suggests the need is so great that
041075 -         people are reduced to clutching at straws, trying methods
041076 -         with only some of the features needed for improvement
041078 -          ..
041079 -     3.  Key ingredient of transformation to a new way of working is
041080 -         acquiring experience to overcome lack of experience that makes
041081 -         working intelligently look like overkill, reported on 890324.
041082 -         ref SDS 1 8R97  One way people set aside ignorance, fear and
041083 -         denial is through trust for identifying new solutions.
041085 -          ..
041086 -         By definition, "research" is entrusted to find new solutions.
041087 -         It strives to overcome ignorance, fear and denial by
041088 -         allocating resources for experimenting to test opportunities.
041089 -         Researchers say that activity, which seems too dangerous and
041090 -         too costly for daily work based on experience with traditional
041091 -         ways of working, can be studied in a controlled process to
041092 -         test whether new theory and preliminary, limited experience
041093 -         that suggest significant rewards, can be achieved without
041094 -         undue risk by breaking with tradition.
041096 -          ..
041097 -         SRI has a position of trust with one foot in the world of
041098 -         reality and one foot in the world of future opportunity.  Pat
041099 -         and SRI are positioned to build a bridge between strongly felt
041100 -         needs that cry out for KM, ref SDS 0 CR69, and lack of
041101 -         experience with SDS, as related in the letter on 030520,
041102 -         ref SDS 58 OH78, and cited above, ref SDS 0 OH78, which
041103 -         paradoxically block any solution, also, noted above.
041104 -         ref SDS 0 I33F
041106 -          ..
041107 -         We have long argued, beginning with the letter to Pat on
041108 -         001011 that knowledge management is a "research" project
041109 -         because people are blocked by cultural imperatives from
041110 -         gaining experience needed to breakout of the innovation loop
041111 -         that traps people in the world of information technology.
041112 -         ref SDS 18 0X6O  The credibility of research gives people who
041113 -         fear the light of knowledge more than darkness of ignorance, a
041114 -         critical boost to try Knowledge Management in order to have a
041115 -         chance to discover the benefits of cost savings and saving
041116 -         lives from working intelligently.
041118 -          ..
041119 -         So far as is known, SRI is the only other organization to have
041120 -         made progress advancing to KM, shown by Doug Engelbart's work
041121 -         in the 1960s, and recognized 40 years later with Doug winning
041122 -         the National Medal of Technology, reported on 001114.
041123 -         ref SDS 19 0001  This legacy gives SRI a unique insight and
041124 -         qualifications for performing research in knowledge
041125 -         management, because SRI a headstart on understanding needs,
041126 -         opportunities and challenges for advancing from information to
041127 -         a culture of knowledge.  Since Pat has led the SRI effort in
041128 -         KM the past few years, he is the best positioned software
041129 -         engineer and manager for playing a critical role.
041131 -  ..
041132 - While Pat, per se, is not "critical," building credibility is a
041133 - critical element of advancing the nation and civilization from
041134 - information to a culture of knowledge, and since building credibility
041135 - requires credible people who, also, understand the opportunity of KM,
041136 - Pat is fairly unique, based on the record reported in the draft
041137 - endorsement. Part of Pat's understanding about KM that makes him
041138 - uniquely positione for letting the genie of KM out of the bottle of
041139 - IT, per above, ref SDS 0 VM9O, comes from association with SRI, where
041140 - a legacy of prior work by Doug Engelbart in the 1960s provides a
041141 - grounding that is missing in others.
041143 -  ..
041144 - Pat mentioned in our call this morning that if SDS was a Microsoft
041145 - program Microsoft could not sell SDS because Knowledge Mangement is a
041146 - disruptive technology that replaces traditional modes of literacy, as
041147 - explained in POIMS. ref OF 5 3742  Research on 990527 showed that
041148 - markets have to be created for disruptive technologies, ref SDS 8
041149 - 5258, which, in the case of SDS, enables a process for people to work
041150 - "intelligently" that expands span of attention to avoid meaning drift,
041151 - and thus grow new knowledge in time to save and money.  Microsoft's
041152 - expetise is to exploit markets by satisfying demand people make for
041153 - working on familiar things in familiar ways, noted by Grove at Intel,
041154 - reviewed on 980307. ref SDS 6 3740  Growing new markets requires
041155 - significant expense and produces low revenues in the beginning, which
041156 - presents a risk to the demand for meeting payrolls and shareholder
041157 - demands for divident earnings.  Revenues are low and expenses are high
041158 - during the period when new markets form because sales must overcome
041159 - initial resistance to features that are not familiar and so cause fear
041160 - of accountability which is very disruptive, as explained in POIMS.
041162 -  ..
041163 - Pat feels that resistance to attribution of daily working information,
041164 - called out by Doug in his 1972 paper as essential for an effective
041165 - Knowledge Workshop, reviewed on 000327, ref SDS 10 3971, that creates
041166 - organizational memory from meetings, calls and other communication,
041167 - and which appears regularly in SDS records, like this one, resists
041168 - deploying Knowledge Mangement in big organizations where better
041169 - management is needed to meet the challenge of complexity that arises
041170 - in large scale operations, as shown in the record on 011006.
041171 - ref SDS 27 O99K  Pat's concern is explained in the endorsement as a
041172 - rationale for research to overcome the 800# gorilla, more commonly
041173 - called "fear of accountability. ref OF 11 Y74O
041175 -  ..
041176 - Pat offered a new insight today on requirements, conditions and
041177 - enabling forces for Knowledge Management.
041179 -  ..
041180 - Pat noted that Rod does not work for anybody, and so is relatively
041181 - free to capture an accurate record without fear of accountability
041182 - because there is no one who injects arbitrary authority to suppress
041183 - the record.  This is frustrating to many, who, especially in large
041184 - organizations, must exercise judgement about the politics of power
041185 - that could be exercised against them from many directions, if some
041186 - aspect of the record, which nominally appears benign, and may in fact
041187 - be both helpful and harmless, yet appear to someone in authority to be
041188 - both unnecessary and potentially harmful.  People caught in the middle
041189 - are nearly checkmated from generating anything because the risks to
041190 - personal security are many and varied.
041192 -  ..
041193 - People in middle management are pressured by those above to avoid
041194 - mistakes and, also, to avoid accountability for mistakes by not
041195 - creating a record that is essential for avoiding mistakes.  Since
041196 - accountability is the essence of good management, people are drawn by
041197 - an overwhelming tendency to use bad management in order to avoid
041198 - accountability, which then increases accountability when planes bump
041199 - into buildings and the economy collapses.  The draft endorsement cites
041200 - this KM dilemma that demands for accuracy, ref OF 11 076L, which is
041201 - core metric of communication enabled by SDS, i.e., Communcation
041202 - Metrics, as related on 950204. ref SDS 3 5468
041204 -  ..
041205 - Balancing the forces of fear, ignorance and denial that drive the
041206 - dilemma of pursuing both accuracy to avoid mistakes, while also
041207 - striving to avoid accountabilty for mistakes takes skills to raise
041208 - issues not temperatures; but, the solution is always a craft of art,
041209 - not science.  We use the tools of SDS to improve performance, but must
041210 - also use the skills of the diplomat to implement the tools
041211 - effectively.
041213 -  ..
041214 - Pat says in his letter today that Com Metrics is SDS + Rod,
041215 - ref DRT 1 TT9F,
041217 -  ..
041218 - This is therefore an area that requires research to enable deployment
041219 - and growth of skills.
041221 -  ..
041222 - Demand for research to find a solution is driven by powerful forces
041223 - that oppose fear of accountability.  People who have value at risk
041224 - necessarily value accuracy in order avoid devestating loss, time and
041225 - treasure.  These forces demand better methods of command and control
041226 - for working "intelligently" to connect the dots, and also demand
041227 - better accountabilty for failure to do so accurately and on time.
041228 - Examples of people who have value at risk are taxpayers/voters and
041229 - citizens, customers, investors, stock holders, health care patients,
041230 - insurors, as related in the record on 020217. ref SDS 31 4R5K
041232 -  ..
041233 - Pat noted there is a lot of demand in the government for better tools
041234 - to "connect-the-dots."  This evidently is the currently popular way of
041235 - encaplsing the need for working intelligently growing out of events on
041236 - 010911, when intelligence failed with attacks on US soil. ref SDS 24
041237 - YNGH  Pat indicated during the discussion that technology and methods
041238 - that are being sold and fielded to strengthen command and control for
041239 - working intelligently to connect the dots are not any more effective
041240 - that what has been used traditionally.  Research on 020504 shows that
041241 - government regulations mandate "documentation" for helping people
041242 - "connect-the-dots" required for effective intelligence that guides
041243 - command control.
041245 -  ..
041246 - Today, we recalled that the defect cited on 010911 and subsequently
041247 - has focused on lack of technology and resources for analysis caused
041248 - failed intelligence on 010911. ref SDS 24 YNGH
041250 -  ..
041252 - project to evaluate command and control for daily management.
041254 -  ..
041255 - Pat notes that he does not have an interest in advancing SDS.
041256 - ref DRT 1 TT9F
041257 -
041258 -     This can be fixed.
041259 -
041260 -
041261 -
041262 -
041263 -
0413 -

SUBJECTS
SRI Pat Publish Article to Learn KM and Light Way for Others to Learn
Draft Endorsement Revise to Acceptable Statement to Bridge Gap betwee

0704 -
070501 -        ..
070502 -       SRI Publish Commit to Learning KM Light Way for Others to Learn
070503 -
070504 -
070505 - Pat continues responding to the letter reported in the record
070506 - yesterday. ref SDS 58 OH9X
070507 -
070508 -   f.  This means we should at least try to get something you can
070509 -       support for the following two reasons...
070510 -
070511 -       1.  We need to grow your knowledge by getting you to engage the
070512 -           issues in the draft, and giving you a resource you feel
070513 -           comfortable citing in order to grow a culture of knowledge.
070514 -           If you don't do this, the chances you will ever cite this
070515 -           kind of material is zero, because you will not have made the
070516 -           investment of time and study essential for acquiring
070517 -           knowledge. ref DIP 7 HY9N  Experience with OHS/DKR for
070518 -           several years, including Eric Armstrong's letter on 000503,
070519 -           ref SDS 14 5033, showed that without studying SDS, POIMS,
070520 -           etc., there is not enough knowledge to develop Knowledge
070521 -           Management, as related during the meeting at SRI on 000615.
070522 -           ref SDS 15 6271
070524 -  ..
070525 - Ok.  But I don't have the SDS software, nor experience using it for my
070526 - own knowledge management, so I think I will be a weak proponent,
070527 - compared to others like Gary who are using it on a daily basis and
070528 - find strong value in it. ref DRT 1 PY6F
070530 -  ..
070531 - All I can honestly say is "Rod did good things efficiently using SDS".
070532 - I can't say "SDS is useful" or "SDS makes for efficient KM" because I
070533 - don't know those to be true things.  I cant even say that if I had a
070534 - pile of research money the first thing I would do is buy lots of
070535 - copies of SDS. ref DRT 1 X63K
070537 -            ..
070538 -       2.  We need to attract other supporters, other bright stars, who
070539 -           can learn to spread the word wide as the waters.  People are
070540 -           attracted to movements by momentum.  We have achieved a
070541 -           fragile momentum with Gary at Aerospace company.  Gary getting another
070542 -           paper from Rod saying what Rod has already said is not
070543 -           useful for giving other people the sense of safety in
070544 -           numbers they need to embrace a new way of working.  The
070545 -           respected voice of research conveys trust that is critical
070546 -           to drawing support. ref DIP 7 VZ4W
070547 -
070549 -        ..
070550 -   g.  Thus, I am committed to fashioning a bridge from the draft to an
070551 -       acceptable statement that helps you bridge the gap between the
070552 -       two (2) worlds of information technology (IT) and knowledge
070553 -       management (KM), ref DIP 7 VZ5L, as related in the draft
070554 -       endorsement. ref OF 11 PR4I
070555 -
070557 -        ..
070558 -   h.  For example, your appropriate concern to avoid assertions of
070559 -       fact for which you do not have direct knowledge, per above,
070560 -       ref SDS 58 OF4F, can be met by removing material.  We have
070561 -       started with a robust, comprehensive agenda, and now we can
070562 -       scale it back, as needed to fit your comfort zone.  I think when
070563 -       we meet on Tuesday, some of this can be solved by reviewing the
070564 -       public record.  The IBM connection with Lotus is well
070565 -       documented, but anything that is not supported to your
070566 -       satisfaction can be removed. ref DIP 7 PPYQ
070567 -
070568 -
070569 -
070570 -
0706 -

SUBJECTS
Addressability Explicit Links to References Demonstrate New Way Worki

0803 -
080401 -        ..
080402 -       References Demonstrate New Way Working with Addressability
080403 -
080404 -       Follow up ref SDS 58 RJ39.
080406 -        ..
080407 -   i.  References to the SDS record are framed, not as assertions of
080408 -       fact by you, but as information in the SDS record.  We can make
080409 -       more clear that representations are not endorsed nor adopted,
080410 -       but rather are published at specific locations which people can
080411 -       examine for independent assessment in the same way that people
080412 -       examine references to Time, Scientific American, the Federal
080413 -       Register, or other sources, per above analysis. ref SDS 58 WV4X
080414 -       The key point is to engage people in the process of using
080415 -       knowledge management practices by applying addressability in
080416 -       order to discover the benefits of a new way of working.
080417 -       ref DIP 7 NK3F  Use of explicit links has long been a goal Doug
080418 -       Engelbart has championed, beginning at least with his 1992 paper
080419 -       on CODIAK, reviewed on 991222, ref SDS 9 1Z61, and later called
080420 -       out by Doug's letter on 000405. ref SDS 11 2484  Here now is an
080421 -       opportunity for SRI to demonstrate the efficacy of this
080422 -       methodology, and so solve the problem Pat cited in the call on
080423 -       030421. ref SDS 47 PX7M
080424 -
080425 -
080426 -
080427 -
080428 -
0805 -

SUBJECTS
Circle of Advocates Spreading Word Wide as the Waters Takes More Voic

1003 -
100401 -  ..
100402 - Follow up ref SDS 58 720501.
100403 -
100405 -        ..
100406 -   j.  In any case, hopefully we can keep our eye on the core issue of
100407 -       expanding the circle of people talking about SDS and Com Metrics
100408 -       in order to encourage an expanding pool of people who are doing
100409 -       KM. ref DIP 7 IK3L
100410 -
100412 -        ..
100413 -   k.  Let's try to work on some of the conclusions, and then figure
100414 -       out how you would feel comfortable making them, and those that
100415 -       don't pass this test can be eliminated.  Saying this another
100416 -       way, let's try to identify some specific narrow issues you would
100417 -       like to address that can apply your strategy of citing Com
100418 -       Metrics publications, per above, ref SDS 58 WW3P, and then work
100419 -       on generating those in a form you want. ref DIP 7 SK4H
100420 -
100421 -
100422 -
100423 -
1005 -

SUBJECTS
Open Source Important Component of Transformation

1103 -
110401 -        ..
110402 -   l.  On the open source issue, how would you propose accomplishing
110403 -       this, given the aversion to KM that has stymied such efforts,
110404 -       ref DIP 7 LL4M, as set out in the draft endorsement. ref OF 11
110405 -       957K
110406 -
110407 -           Per above, open source was considered on 000503. ref SDS 58
110408 -           WW4T
110409 -
110411 -        ..
110412 -   m.  I'll call to discuss these ideas if you have time today.
110413 -
110414 -
110415 -
110416 -
110417 -
110418 -
110419 -
110420 -
110421 -
110422 -
110423 -
110424 -
110425 -
110426 -
110427 -
1105 -