CONTACTS 
0201 - CSG Systems Inc.                                                                                                                                                   O-00000795 0404
020101 - Mr. Jerry J. Nord
0202 - Intel Corporation                                                                                                                                                  O-00000704 0201
020201 - Mr. Morris E. Jones;
0203 - Boeing                                                                                                                                                             O-00000816 0505
020301 - Mr. Garold L. Johnson
020303 - Modeling and Simulation                                                                                                                                          O-00000816 0505

SUBJECTS
Schedule Jerry Will Prepare Using MS Project Submit Initial  deas
Agreement Jerry Will Draft and Submit for Comments
Letter to Jerry Transmitting Analysis of Proposal and Telecon on 0306
Agreement Delayed Several Days Due to Other CSG Business
Overwhelming Work Load at CSG SDS Agreement Delayed a Few Days by Pro
Time Limited for Jerry to Learn and Use SDS Should Assign Com Manager
So Let It Be Written So Let It Be Done Pharoh Ramses II Relied on Scr
Time Limited for Jerry to Learn and Use SDS Should Assign Com Manager
Learn Use SDS Jerry Has Very Limited Time Because Jerry Managing 150
Leader Jerry Nord Not Chief Learner User SDS Limited Time Because Jer
Links Added by Com Manager Under 3-layer Architecture Com Manager Use
3-layer Architecture Com Manager Use SDS Jerry Has Very Limited Time
3-layer Architecture Transitions from IT to Culture of Knowledge Usin
Time Not Enough for 8 Steps Using SDS Intelligence Overkill Listen Le
Nord, Jerry
Nord, Jerry CSGaTime Limited for Jerry to Learn and Use SDS Should As

4518 -
4518 -    ..
4519 - Summary/Objective
4520 -
452001 - Follow up ref SDS 75 0000. ref SDS 74 0000.
452002 -
452003 - Received ref DRT 1 0001 from Jerry responding to the letter sent this
452004 - morning, and attached to Jerry's letter, ref DRT 1 0002, but was
452005 - crafted on 030617, and is shown in the record on 030617. ref SDS 75
452006 - TR4O  The letter to Jerry said not to rush putting an agreement
452007 - together. ref SDS 75 1U4G
452009 -  ..
452010 - This morning Jerry says....
452011 -
452012 -     I would like to pursue some questions about how to write this
452013 -     agreement. How early are you available to take a call on Friday?
452015 -  ..
452016 - Sent an email response saying....
452017 -
452018 -     I am available anytime after 0500, which is what, 0700 your time?
452019 -
452020 -     Look forward to your call; and, if time is available, feel free to
452021 -     submit some issues that will guide the discussion.  That would be
452022 -     helpful.
452024 -      ..
452025 -     Thanks.
452027 -  ..
452028 - Sent copies to Gary, Morris, Pat and Bill.
452029 -
452031 -  ..
4521 -
4522 -
4523 - 1310
4524 -
452401 - Received ref DRT 1 0001 from Jerry setting time for a call tomorrow
452402 - morning oa 0715, which looks like 0515 our time, with Nebraska in the
452403 - Central Time zone, 2 hours away.
452405 -  ..
452406 - Jerry says....
452407 -
452408 -    a.  I'll call you about 7:15 a.m., tomorrow, my time...
452409 -
452410 -         [On 030620 Jerry called and reported analysis in SDS of his
452411 -         letter today is helpful, ref SDS 76 0001; we set a schedule to
452412 -         get a draft agreement OA 030624. ref SDS 76 918N
452413 -
452414 -
452416 -  ..
452417 - Scribe Transitioned from Orality to Literacy
452418 - 3-layer Architecture Transitions from Literacy to Culture of Knowledge
452419 -
452420 -
452421 -    b.  Quick thoughts - if there are links in SDS please reference for
452422 -        me. ref DRT 2 GS5O
452424 -  ..
452425 - Referencing SDS is pretty easy with explicit links, as reported in the
452426 - letter to Tom Munnecke on 020726. ref SDS 35 636G  Here, Jerry says in
452427 - the next para "After reading Morris' thoughts...," ref SDS 0 KU7L, so
452428 - the first question arises about what thoughts were read.  It is true,
452429 - that I can look up and see which of Morris' thoughts have been sent to
452430 - Jerry recently, and make a ballpark estimate of what is intended.
452431 - This might take 1 - 5 minutes, using SDS tools cited in POIMS for
452432 - leveraging the ability to remember the "gist" of information.
452433 - ref OF 5 KH8J  By definition of the "gist," the work product could be
452434 - incorrect. However, SDS is designed to enable people who are reading
452435 - to make their own reference using explicit links.  This takes maybe 5
452436 - seconds, which is a lot of savings, plus there is no chance for error.
452438 -  ..
452439 - On the other hand, Jerry's request fits the 3-layer architecture for
452440 - deploying SDS by bridging the gap between current practice and a new
452441 - way of working using Com Metrics practices.  Like the transition from
452442 - orality to literacy, in the beginning we need a modern day "scribe" to
452443 - transition from information to a culture of knowledge, which we are
452444 - calling a Communication Manager.
452445 -
452446 -      [On 030620 discussed need for Jerry to rely on staff for "scribe"
452447 -      support. ref SDS 76 HS9O
452449 -  ..
452450 - This was discussed recently with Gary on 030617, ref SDS 75
452451 - EL9H, noting a similar issue came up on 030611, ref SDS 71 5B91, and
452452 - so addresses Jerry's core question today about objectives of the
452453 - agreement in relation to expending effort for advancing SDS.  Gary
452454 - called in the afternoon, and he urged that his experience at Aerospace company,
452455 - discussed on 030617, ref SDS 75 R291, suggests that Jerry consider
452456 - assigning someone on his staff to be the Com Manager at CSG to reduce
452457 - the burden on Jerry, and to provide a base of experience on best
452458 - practices for developing this role in the broader market.
452459 -
452460 -       [On 031027 training delayed to address corporate issues.
452462 -  ..
452463 - USACE, for example, noted that most big organizations have a public
452464 - relations department, and in some cases they call it a Communications
452465 - Department. ref DRP 6 4173 USACE suggested expanding skills of this
452466 - group for Com Metrics to, in this case, develop the links for daily
452467 - communications, in the manner of a "scribe" who in earlier times
452468 - responded to the call by Pharoh....
452470 -               ..
452471 -              So let it be written, so let it be done.
452472 -
452473 - ...because people discovered that writing things down is a predicate
452474 - to getting things done, long before most people were investing time on
452475 - learning to write.  The Com Manager role emodies this practice of
452476 - specialization for societal transition, as discussed at PG&E on
452477 - 941010. ref SDS 4 M94K and ref SDS 4 5R3I
452479 -  ..
452480 - There are a lot of people who sell services for executive and
452481 - management support, generally on an ad hoc basis to put out a fire or
452482 - do a special project.  Conceivably, these folks could be attracted to
452483 - sharpen their skills to improve marketability by offering a stronger
452484 - level of support to their customers.  Exposure through management
452485 - consulting could drive demand internally to institutionalize Com
452486 - Metrics capability, as more people grasp the advantages of an ROI in
452487 - the range of 10:1 for working "intelligently."
452488 -
452489 -
452490 -
452491 -
4525 -

SUBJECTS
Jerry Asks About Scope of Agreement to Protect Intellectual Property
Trade Secrets Establish Rationale and Scope of Project Set by Agreeme
Scope Protection IP Jerry Asks About Scope of Agreement to Protect In
SDS Trade Secrets Establish Rationale and Scope of Project Set by Agr
Jones, Morris Analysis Jerry Asks About Scope of Agreement to Protect
Royalties Welch IP Protection Gives and Gets Based on Record for 0301
Design SDS Recipe Not Disclosed for List of Trade Secrets Degrees of
SDS Technology Transfer Can Only Be Accomplished Through Experience a
Trade Secrets Establish Rationale and Scope of Project Set by Agreeme

541101 -  ..
541102 - Intellectual Property Recognized by Agreement and Conduct
541103 - Inventory SDS Capabilities Identifies Rationale for Project
541104 -
541105 - Jerry continues...
541106 -
541107 -        1)  Purpose of terms and agreements. After reading Morris'
541108 -            thoughts on this, I am finding it hard to put my finger on
541109 -            the purpose for ANY agreement, except that it may (but
541110 -            legally, probably won't) protect the intellectual property
541111 -            of SDS.  The question I have is, what is the base reason,
541112 -            the root, soul of an agreement in the minds of the parties
541113 -            involved. ref DRT 2 KI6H  To clarify, my purpose would be
541114 -            to outline what is expected of me, what I am willing to
541115 -            contribute, and what I could expect to gain - this would
541116 -            not be considered a legal partnership until it is set up as
541117 -            such...
541119 -  ..
541120 - Morris' letter on 030612 deals with the exigencies of an agreement,
541121 - ref SDS 72 BY68, and was linked to the record of the discussion with
541122 - Jerry on the same date, which was then submitted to Jerry on 030616
541123 - for guidance on drafting an agreement. ref SDS 74 767H  Jerry cites
541124 - challenges of agreeing on intellectual property (IP) issues noted by
541125 - Morris in his letter on 030612. ref SDS 72 0001
541126 -
541127 -        [On 030620 decided to incorporate protection for IP into the
541128 -        draft agreement based on Jerry's proposal reviewed on 030612,
541129 -        and then this can be revised based on input to reach an
541130 -        agreement that lays a "foundation" for performing the work.
541131 -        ref SDS 76 6W4W
541133 -  ..
541134 - This is a legal question.  Morris has useful experience in this area
541135 - by virtue of holding many patents.  The argument presented on 030612
541136 - that IP and trade secrets rights have been waived by showing SDS to
541137 - other people and by publishing capabilities on the Internet,
541138 - ref SDS 72 TO8I, may ultimately prevail.  Since we cannot afford legal
541139 - counsel, and since legal counsel can only cite cases that might lead
541140 - to one result or another, and since, further, this may be a case of
541141 - first impression, where the need to attract contributors and followers
541142 - to a counterintuitive technology necessarily requires showing and
541143 - explaining capabilities to demonstrate merit, as reviewed on 030612,
541144 - ref SDS 72 Y47K, then, as a result of such unique conditions, the
541145 - court might balance the requirement to offer limited exposure for
541146 - purposes of garnering support, under analysis, also, on 030612,
541147 - ref SDS 72 BR8O, as contemplated with CSG and Jerry, over and against
541148 - intent and action to protect IP, as Morris notes, ref SDS 72 TS6O and
541149 - ref SDS 72 BY4L, and further where there is a long record showing that
541150 - understanding the secret of the design, listed in part as "trade
541151 - secrets" on 000831, ref SDS 18 IW5G, requires gaining experience with
541152 - use, the court might then rule that restrictions on use, as
541153 - contemplated in the agreement at hand, which Jerry and I discussed,
541154 - also, on 020612, ref SDS 73 K37T, meets the standard for legal
541155 - protection.
541157 -  ..
541158 - My sense is that the agreement should explain objectives we want and
541159 - intendto accomplish, including the area of IP, and then we should
541160 - perform the work in a manner that aligns with our objectives.  Under
541161 - this guidance, Jerry's statement in para 1) that his...
541162 -
541163 -            ...purpose would be to outline what is expected of me, what
541164 -            I am willing to contribute, and what I could expect to gain
541165 -            - this would not be considered a legal partnership until it
541166 -            is set up as such..., ref SDS 0 KU7L
541167 -
541168 - ...is acceptable to me.
541169 -
541170 -        [On 030620 decided to incorporate protection for IP listed in
541171 -        the record on 000831 into the draft agreement, based on Jerry's
541172 -        proposal reviewed on 030612, and then this can be revised based
541173 -        on input from subsequent review to reach an agreement.
541174 -        ref SDS 76 6W4W
541175 -
541176 -
541178 -  ..
541179 - Goals for Agreement -- Enrich Others to Earn Rewards
541180 - People Shared Vision for SDS Development and Deployment
541181 -
541182 - Jerry continues...
541183 -
541184 -        2)  What do ALL parties (Morris, Gary, Rod, Jerry) want to get
541185 -            out of this expense of energy?  My wants are simple(but not
541186 -            easy).  I would want to take this tool and its processes to
541187 -            market at the earliest possible moment.  I see this as a
541188 -            way for Jerry Nord to be rich; rich in my contribution to
541189 -            society, rich in a monetary sense.  The amount of energy I
541190 -            expend I want to be multiplied by the value SDS will bring
541191 -            to its users.  I want my children to see the legacy of
541192 -            working hard for something I believe in, so SDS and its
541193 -            success is a tool for that.  I want to be surrounded by
541194 -            people who believe as I do. Those are my wants! ref DRT 2
541195 -            KI7S
541197 -  ..
541198 - Nothing wrong with putting this in the agreement as a preamble of
541199 - goals.  Very well stated, especially the point about attracting people
541200 - who share our vision for transformation from information based on
541201 - alphabet technology, to a culture of knowledge based on SDS, as set
541202 - out in POIMS. ref OF 5 6649
541204 -  ..
541205 - For sure, we must attract and help people transform to be successful.
541206 -
541207 -
541209 -             ..
541210 -            Goal for Agreement to Produce an SDS Product to Sell
541211 -
541212 -
541213 - Jerry continues...
541215 -             ..
541216 -        3)  Rod, are you willing to give SDS up to the world?  What I
541217 -            mean is; if a Microsoft or IBM approaches us will you be
541218 -            willing to give (read as sell) SDS to a business that will
541219 -            move it forward at a pace and with the resources to get it
541220 -            out to the masses? ref DRT 2 KI85
541222 -  ..
541223 - SDS will be given up to the world one way or the other.  Rod can help
541224 - in the beginning to guide the effort, as called out in the agreement
541225 - with Gary on 030126. ref SDS 49 MW4M  IBM expressed interest
541226 - in SDS during a meeting on 941114, ref SDS 5 5380, and this led to
541227 - plans for a project. ref SDS 5 9481  IBM's subsequent experience with
541228 - Lotus Notes indicates that whoever winds up with SDS, the team will
541229 - require guidance, as reported on 001130. ref SDS 20 F26K  Gary
541230 - Johnson's experience at Aerospace company shows the same thing, illustrated by
541231 - the record on 011006. ref SDS 29 G46I  Morris found similar conditions
541232 - at Intel, reported on 990713. ref SDS 10 2150  The record is pretty
541233 - clear that advancing from information to knowledge tools is a secret
541234 - of SDS.
541236 -  ..
541237 - The purpose of the agreement is to improve the SDS program and refine
541238 - Com Metrics services to sell, and to grow a market for the sale of
541239 - these powerful new knowledge "solutions" that should, surpass the sale
541240 - of information technology, under reasoning on 030406. ref SDS 53 PS6I
541241 - Once people grasp the advantages of tools and practices that return
541242 - $10 for every $1 in expense, because everything is in the right place
541243 - at the right time, the market will take off as more people discover
541244 - that SDS is a "utopia" compared to other methods, noted by Morris on
541245 - 010425. ref SDS 21 EP7F  The language in the record on 030126 strives
541246 - to address this issue. ref SDS 49 EH69
541248 -  ..
541249 - Our immediate aim is to produce tools that are easier to learn and
541250 - more inline with common experience solely for the purpose of widening
541251 - the base of exposure.  When the experience base grows broad enough
541252 - that ROI of 10:1 cannot be ignored, then it won't matter whether SDS
541253 - is a DOS app or anything else, because people will not sit by and let
541254 - planes run into buildings, medical procedures fail, and work on the
541255 - job degrade to bumbling, if they know that with a little effort they
541256 - can solve the problem.  Right now, nobody "knows" that -- so our goal
541257 - is to create enabling conditions for others to discover the path of
541258 - transformation from information to a culture of knowledge.
541259 -
541260 -
541261 -
541262 -
5413 -

SUBJECTS
Vision Grand Architect Rod Design Cathedral
Nord, Jerry Rod Grand Architect Vision Build Shared Meaning Goals Spr
Disciples Spreading Word Wide as the Waters by Others Linking to Foun
CSG Problems Delay Agreement on SDS for a Few Days
Nord, Jerry Rod Grand Architect Vision Build Shared Meaning Goals Spr
Architect of SDS Cathedral Vision Build Shared Meaning Goals Spreadin

620801 -  ..
620802 - Grand Design Transformation from Information to Knowledge
620803 - Transformation Requires Tools and Training for Deployment
620804 - Immediate Goals Learning SDS and Improve Memory Management
620805 - Success is More SDS Records on Internet with Segments and Links
620806 -
620807 - Jerry concludes...
620808 -
620809 -        I want the energy we will and have expended to be for success.
620810 -        I want to make sure we have a concrete picture of what success
620811 -        is and then pull out all the stops/roadblocks to that success.
620812 -        Help me to see your picture.  You are the grand architect of
620813 -        this cathedral.  You need to draw the sketch or your dream!  I
620814 -        can then proceed in laying the foundation. ref DRT 2 KI8Y
620816 -  ..
620817 - I like Jerry's idea of "laying the foundation," because right now the
620818 - foundation of civilization is alphabet technology, and our goal is to
620819 - improve that 2,000 year old "foundation" that underlies all other work
620820 - in all other fields, as stated in POIMS. ref OF 4 6528
620821 -
620822 -       [On 030620 Jerry advised that the vision and steps for the SDS
620823 -       project are clear and effective. ref SDS 76 5T7K
620825 -  ..
620826 - The "big dream" then is transformation from information to knowledge,
620827 - comparable to the advance from orality to literacy in 700 BC, cited in
620828 - the record on 991108. ref SDS 14 5628  Lenat observes that the
620829 - alphabet makes people "superhuman," reported on 010622. ref SDS 24
620830 - N668  So, now, 2000 years later, our task is to take another big step
620831 - in the march of civilization.
620833 -  ..
620834 - We have developed tools and work practices for transformation and
620835 - there is a body of work over more than 10 years demonstrating proof of
620836 - concept.  We have shown others can do this "intelligence" work, and
620837 - that converting information into knowledge on a routine basis saves
620838 - time and money. see Drucker on 991025, ref SDS 13 0785, and USACE on
620839 - 971007. ref DRP 6 0001
620841 -  ..
620842 - The tools need to be refined, and deployed to build a base of
620843 - experience that exposes people to the ROI of 10:1 for investing time
620844 - to add intelligence that converts information into knowledge.
620846 -  ..
620847 - Knowledge Management lab is needed to research deployment across a
620848 - range of fields listed in the draft endorsement for SRI. ref OF 1 Q44F
620849 -
620850 -        Government
620851 -        Education
620852 -        Health Care
620854 -  ..
620855 - Success is selling products and services that enrich others and earn
620856 - rewards.
620858 -  ..
620859 - Intermediate milestones toward success are....
620860 -
620861 -      1.  Agreement and schedule, per planning on 030612. ref SDS 73
620862 -          CF3K
620863 -
620864 -      2.  Jerry and his team learning and using SDS to achieve SDS
620865 -          technology transfer, discussed on 030612. ref SDS 73 K37T
620866 -          and ref SDS 73 2Y6F
620868 -           ..
620869 -      3.  Product improvements, discussed with Jerry on 030612.
620870 -          ref SDS 73 GS5P
620872 -           ..
620873 -      4.  Training and support for SDS and Com Metrics that enable
620874 -          deployment, set as a deliverable by Jerry in the proposal
620875 -          ideas reviewed on 030612. ref SDS 73 03AU
620877 -           ..
620878 -      5.  Disciples spreading the word wide as the waters with links to
620879 -          foundational documents, like Gary's record on 030413.
620880 -          ref SDS 56 0001  This is a big part of growing a culture of
620881 -          knowledge that is a big enabling force that makes people
620882 -          ready for SDS and Com Metrics, which was set as a goal in
620883 -          Gary's taking up SDS, reported on 020924. ref SDS 41 0001
620884 -
620885 -             [On 030620 discussed process of growing a culture of
620886 -             knowledge that lays foundation for more people to use SDS.
620887 -             ref SDS 76 5T7K
620889 -           ..
620890 -      6.  Business plan development and execution, as proposed in
620891 -          telecon with Jerry on 030612. ref SDS 73 AM4M
620892 -
620893 -             [On 030620 Jerry advised that the vision and steps for the
620894 -             SDS project are clear and effective. ref SDS 76 5T7K
620896 -  ..
620897 - Success can be measured in the beginning when more SDS records show up
620898 - on the Internet by other people.  If we can achieve this intermediate
620899 - goal, this will drive commitment to form a team of committed people
620900 - required to do the work of creating a better product.
620901 -
620902 -
620903 -
620904 -
620905 -
620906 -
620907 -
620908 -
620909 -
620910 -
620911 -
620912 -
620913 -
6210 -