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: June 30, 2003 06:51 AM Monday; Rod Welch

Jerry working on confidentiality; wants bibliography and history of SDS.

1...Summary/Objective
2...Review to Begin SDS project Request for Biblography
3...Biblography Learning SDS and Doing Com Metrics Three (3) Categories
....a...Foundational documents listed under publications on the
....b...R&D Publications by others
....c...SDS records develop theory of design and implementation for Com


..............
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CONTACTS 
0201 - CSG Systems Inc.                                                                                                                                                   O-00000795 0404
020101 - Mr. Jerry J. Nord
0202 - Boeing                                                                                                                                                             O-00000816 0505
020201 - Mr. Garold L. Johnson
020203 - Modeling and Simulation                                                                                                                                          O-00000816 0505

SUBJECTS
Agreement Received from Jerry Nord for Review and Comment Planning to
SDS 1st Draft Agreement Received from Jerry Nord for Review and Comme
Pilot Test Evaluation Agreement Received from Jerry Nord for Review a
Confidentiality Agreement between Jerry Nord and CSG Will be Amended
Non-disclosure Agreement PDG File Received with CSG Proposing to List
PDF File Received Jerry Nord's Non-disclosure Agreement with CSG Prop
Non-disclosure Agreement PDG File Received with CSG Proposing to List

4209 -
4209 -    ..
4210 - Summary/Objective
4211 -
421101 - Follow up ref SDS 46 0000. ref SDS 45 0000.
421102 -
421103 - Received ref DRT 1 0001 from Jerry saying....
421104 -
421105 -      Attached:  Am adding SDS and work with Rod Welch to exclusion
421106 -      portion of the agreement.  Will forward copy when completed.
421108 -  ..
421109 - Jerry includes a PDF file, and his letter indicates work is underway
421110 - on amendments for approval by CSG, per our telecon on 030627,
421111 - ref SDS 46 HU93, implementing Jerry's proposal on 030611, ref SDS 40
421112 - K37T, and discussed on 030612. ref SDS 41 K37T
421114 -  ..
421115 - This shows a record taking steps to protect IP.
421116 -
421117 -     [On 030703 Jerry reported resistance from HR department; Jerry's
421118 -     boss expects CSG will approve using SDS under terms of
421119 -     confidentiality. ref SDS 49 ZG99
421121 -      ..
421122 -     [On 030708 developed non-disclosure agreement and related planning
421123 -     for Jerry to list SDS on his non-disclosure agreement with CSG.
421124 -     ref SDS 50 DY74
421126 -      ..
421127 -     [On 030709 Jerry received letter from CSG legal department
421128 -     discussing a license for using SDS at CSG. ref SDS 52 I13J
421130 -      ..
421131 -     [On 030716 Jerry submits planning for license agreement with
421132 -     intent to list SDS on his non-disclosure agreement with CSG, per
421133 -     his PDF file submitted today. ref SDS 53 W16W
421135 -      ..
421136 -     [On 030718 decide to work on license in phase 2 of the project.
421137 -     ref SDS 54 NW5M
421139 -      ..
421140 -     [On 030723 Dave Buoncristiani reviewing proposed Agreement.
421141 -     ref SDS 55 UD33
421143 -      ..
421144 -     [On 030723 finalized Agreement for inclusion in Jerry's agreement
421145 -     with CSG. ref SDS 55 ZQ9W
421147 -      ..
421148 -     [On 030730 Jerry reported that CSG has never signed this NDA
421149 -     agreement. ref SDS 56 ES6I
421151 -      ..
421152 -     [On 030807 received executed Employee Confidential and Innovation
421153 -     protection document. ref SDS 57 GL6J
421155 -      ..
421156 -     [On 030808 Jerry reported that none of the NDA agreements have
421157 -     been signed by CSG management; he is working on getting his
421158 -     revised NDA signed by CSG that lists SDS. ref SDS 58 TY8G
421159 -
421161 -  ..
421162 - Submitted email linked to this record and thanking Jerry for timely
421163 - action.  Advised will sumbit my take on the agreement by about
421164 - Wednesday, based on Jerry's, per our planning on 030627. ref SDS 46
421165 - HU8W
421167 -  ..
421168 - Advised of improvement to SDS created the past few days. ref SDS 47
421169 - 0001
421170 -
421171 -     Sent copy to Gary, Morris and Pat.
421172 -
421173 -
421174 -
421175 -
4212 -

SUBJECTS
Bibliography to Review SDS and Com Metrics Jerry Requests Background
Biblography Jerry Nord Begin to Review Foundational Documents
Biblography of SDS Publications and SDS Records Showing Foundation fo
Nord, Jerry Submits 1st Draft Agreement on SDS for Review and Comment
Biblography of SDS Publications and SDS Records Showing Foundation fo

480701 -  ..
480702 - Review to Begin SDS project Request for Biblography
480703 -
480704 - Received ref DRT 2 0001 from Jerry saying....
480705 -
480706 -    1.  Do you have a reading list; books, articles, etc for me to
480707 -        "consume" about SDS? I would assume your thoughts and creation
480708 -        were inspired and have grown from input of others.  I'd like to
480709 -        review these as we move forward.  Also, what is the starting
480710 -        ref for SDS?
480711 -
480712 -           [On 030701 Jerry proposes writing an ebook to explain SDS
480713 -           and Com Metrics. ref SDS 48 KF8N
480715 -         ..
480716 -    2.  Its time I start to learn your mind and this probably is a
480717 -        place to begin.... ref DRT 2 UZ5O
480718 -
480719 -           [On 030708 received Jerry's initial analysis of POIMS.
480720 -           ref SDS 51 0001
480722 -  ..
480723 - This request shows progress on action item for Jerry to review SDS
480724 - foundational documents reported in the record on 030612. ref SDS 41
480725 - U96N
480727 -  ..
480728 - Submitted email to Jerry with link to this record that lists the
480729 - following biblography....
480730 -
480732 -  ..
480733 - Biblography Learning SDS and Doing Com Metrics Three (3) Categories
480734 -
480735 - Studying SDS aligns with Andy Groves' ideas for continual improvement,
480736 - reported on 980307. ref SDS 23 5794  Reading up on SDS and Com Metrics
480737 - has three (3) areas....
480738 -
480739 -    1.  Foundational documents explain theory and practice. ref SDS 0
480740 -        QD5I  e.g., Typical Day Scenario using SDS. ref SDS 0 EO9S  See
480741 -        also eight (8) steps to "re-tool" skills and best practices
480742 -        using SDS for Com Metrics. ref SDS 0 K54J
480743 -
480744 -           [On 030708 received Jerry's initial analysis of POIMS.
480745 -           ref SDS 51 0001
480747 -         ..
480748 -    2.  Research for development based on books and articles by others
480749 -        on problems with existing methods and tools, ref SDS 0 U65F,
480750 -        and opportunities for improvement by applying technology to
480751 -        strengthen cognition, as recommended by Drucker, reviewed on
480752 -        991025, ref SDS 26 0785, and
480754 -         ..
480755 -    3.  SDS records explain history of development and demonstrate
480756 -        solutions. ref SDS 0 LE7I
480758 -  ..
480759 - Each of these sources is cross-referenced, so that reading POIMS, for
480760 - example, provides access to relevant research from other sources.
480762 -  ..
480763 - In sum, reviewing POIMS and the Typical Day Scenario offers a good
480764 - orientation to begin using and working on SDS.
480765 -
480766 -           [On 030701 Jerry proposes writing an ebook to explain SDS
480767 -           and Com Metrics. ref SDS 48 KF8N
480768 -
480769 -    a.  Foundational documents listed under publications on the
480770 -        Interent.  Principal documents are....
480771 -
480772 -        1.  POIMS............................ ref OF 2 0001
480774 -             ..
480775 -        2.  New World Order.................. ref OF 9 0001
480777 -             ..
480778 -        3.  SDS features and benefits........ ref OF 7 3385
480780 -             ..
480781 -        4.  Typical day scenario
480782 -            using SDS........................ ref OF 8 0001
480784 -             ..
480785 -        5.  USACE report on Com Metrics
480786 -            implementing SDS to augment
480787 -            "intelligence" on the job........ ref DRP 2 6172
480789 -             ..
480790 -        6.  Draft endorsement by SRI
480791 -            shows SDS unique, powerful
480792 -            solution for transformation
480793 -            from information to a
480794 -            culture of knowledge............. ref OF 1 0001
480795 -
480797 -         ..
480798 -    b.  R&D Publications by others
480799 -
480800 -        1.  Improbable Machine
480801 -            Jeremy Campbell.................. 900303, ref SDS 5 0001
480802 -
480803 -        2.  7 Habits Highly Succesful People
480804 -            Stephen Covey.................... 921205, ref SDS 8 4080
480806 -             ..
480807 -        3.  Management Tasks, Practices
480808 -            and Responsiblities
480809 -            Peter Drucker.................... 931130, ref SDS 9 0001
480811 -             ..
480812 -        4.  Diplomacy
480813 -            Henry Kissenger.................. 940609, ref SDS 10 4238
480815 -             ..
480816 -        5.  The Trouble with Computers
480817 -            Thomas K. Landauer, PhD.......... 950710, ref SDS 15 0001
480819 -             ..
480820 -        6.  Project Management Body of
480821 -            Knowledge (PMBOK), and
480822 -            International Standards
480823 -            Organization (ISO) industry
480824 -            management standards............. 950721, ref SDS 16 0001
480826 -             ..
480827 -        7.  Lights Camera War
480828 -            Johanna Newman................... 960311, ref SDS 17 0001
480830 -             ..
480831 -        8.  A Solution to Plato's Problem:
480832 -            The Latent Semantic Analysis
480833 -            Theory of Acquisition,
480834 -            Induction, and Representation
480835 -            of Knowledge
480836 -            Thomas K. Landauer, PhD.......... 960321, ref SDS 18 0001
480838 -             ..
480839 -            Continued........................ 960324, ref SDS 19 0001
480841 -             ..
480842 -            Continued........................ 960325, ref SDS 20 0001
480844 -             ..
480845 -            Completed........................ 960518, ref SDS 21 0001
480847 -             ..
480848 -        9.  Only the Paranoid Survive
480849 -            Andy Grove....................... 980307, ref SDS 22 0001
480851 -             ..
480852 -       10.  Information Overload Pandemic
480853 -            CBS News 60 Minutes.............. 980412, ref SDS 24 0001
480855 -             ..
480856 -       11.  Magical #7, Limits of
480857 -            Mental Capacity to
480858 -            Process Information
480859 -            George Millier, PhD.............. 990303, ref SDS 25 6177
480861 -             ..
480862 -       12.  Federal Acquisition
480863 -            Regulations (FAR) shows
480864 -            demand for good management
480865 -            which cannot be met with
480866 -            information technology
480867 -            creating pressure from
480868 -            latent demand for a
480869 -            solution......................... 020504, ref SDS 35 IY4I
480870 -
480872 -         ..
480873 -    c.  SDS records develop theory of design and implementation for Com
480874 -        Metrics
480875 -
480876 -        1.  History of SDS development....... 000723, ref SDS 29 0001
480877 -
480878 -        2.  Flexible structure............... 890423, ref SDS 2 P13O
480879 -
480880 -            Line numbers..................... 890523, ref SDS 2 T1VQ
480882 -             ..
480883 -            Integrate flexibility of
480884 -            narrative with structure of
480885 -            a form yields spreadsheet
480886 -            for knowledge.................... 890523, ref SDS 2 YN8J
480888 -             ..
480889 -            Subjects and organic
480890 -            structure - problem to solve..... 890523, ref SDS 2 SQ5L
480892 -             ..
480893 -        3.  Culture resists working
480894 -            intelligently.................... 890324, ref SDS 1 8R97
480896 -             ..
480897 -        4.  People resist saving time
480898 -            and money that takes more
480899 -            than 20 minutes to learn......... 890809, ref SDS 3 5U6K
480901 -             ..
480902 -        5.  Communication big target for
480903 -            improving management to save
480904 -            time and money................... 890809, ref SDS 4 8211
480906 -             ..
480907 -            Listening best "metric"
480908 -            for communication................ 890809, ref SDS 4 CJ9J,
480910 -             ..
480911 -        6.  SDS design to save time and
480912 -            money by improving memory
480913 -            because writing things down
480914 -            and organizing to find things
480915 -            quickly when needed in SDS is
480916 -            fast and easy is easily
480917 -            grasped by most people........... 910520, ref SDS 6 655O,
480919 -             ..
480920 -        7.  SDS design to integrate
480921 -            time and information that
480922 -            augments intelligence is
480923 -            counterintuitive and so
480924 -            frustrating...................... 920215, ref SDS 7 5820
480926 -             ..
480927 -        8.  Why a new work role needed
480928 -            to help CEO, CIO, Vice
480929 -            Presidents, project managers,
480930 -            engineers, salesman, doctors,
480931 -            lawyers, teachers, scientists,
480932 -            students......................... 941010, ref SDS 11 M94K
480934 -             ..
480935 -        9.  Culture resists new work role
480936 -            everybody feels funny and
480937 -            embarrassed...................... 950123, ref SDS 12 7Y4I
480939 -             ..
480940 -       10.  Good management is overkill...... 950204, ref SDS 13 5932
480942 -             ..
480943 -       11.  SDS "fire power" to improve
480944 -            memory by advancing basic
480945 -            literacy......................... 950204, ref SDS 13 7499
480947 -             ..
480948 -       12.  Com Metrics theory of
480949 -            cognition identifies
480950 -            accuracy as best metric
480951 -            communciation.................... 950204, ref SDS 13 5468
480953 -             ..
480954 -       13.  Communication Metrics defined
480955 -            complements practices of
480956 -            "selling" and leadership with
480957 -            tools and methods to improve
480958 -            understanding where to lead,
480959 -            and what to sell, with follow
480960 -            up that makes leadership
480961 -            effective........................ 950327, ref SDS 14 0001
480963 -             ..
480964 -       14.  Legend of Prometheus people
480965 -            fear light of knowledge that
480966 -            enables success and brings
480967 -            responsibility, more than
480968 -            the darkness of ignorance
480969 -            that brings failure, but
480970 -            enables deniability.............. 991108, ref SDS 27 5368
480972 -             ..
480973 -       15.  Technology for basic advance
480974 -            resisted takes time to deploy
480975 -            alphabet took 300 years to
480976 -            gain acceptance.................. 991108, ref SDS 27 7048
480978 -             ..
480979 -       16.  Alphabet explosive technology
480980 -            made people superhuman as
480981 -            foundation of civilization....... 991108, ref SDS 27 5628
480983 -             ..
480984 -       17.  Culture rewards scholarship
480985 -            using deliberative analysis
480986 -            awarding a good job; once
480987 -            on the job, long gradual
480988 -            decline in scholarship and
480989 -            analysis that debilitates
480990 -            productivity and earnings due
480991 -            to fear of accountablity......... 991108, ref SDS 27 7520
480993 -             ..
480994 -       18.  SDS and Com Metrics provide
480995 -            a solution that has been
480996 -            pursued since the 17th century
480997 -            indicating considerable latent
480998 -            demand and cultural resistance
480999 -            therefore, acceptance should
481000 -            be expected to be slow, but
481001 -            sure as demand for a 21st
481002 -            century solution overcomes
481003 -            the inertia of information
481004 -            technology building since the
481005 -            1st century...................... 000716, ref SDS 28 7838
481007 -             ..
481008 -       19.  SDS re-tools best practices
481009 -            for good management, a new
481010 -            way of working by thinking
481011 -            through writing that integrates
481012 -            time and information............. 001219, ref SDS 30 QT6F
481014 -             ..
481015 -       20.  8 steps using SDS is a new way
481016 -            to work "intelligently" for
481017 -            transformation to a culture of
481018 -            knowledge........................ 001219, ref SDS 30 4W4L
481020 -             ..
481021 -       21.  Intellectual bridges help
481022 -            people see SDS improves common
481023 -            management practices to aid
481024 -            transformation................... 010730, ref SDS 31 LH6M
481026 -             ..
481027 -       22.  Counterintuitive design
481028 -            difficult to discover how
481029 -            to develop technology for
481030 -            augmenting intelligence
481031 -            without gaining experience
481032 -            using SDS........................ 010924, ref SDS 32 JS6G,
481034 -             ..
481035 -       23.  Deployment of SDS by circle
481036 -            of advocates spreading the
481037 -            word wide as the waters.......... 020131, ref SDS 33 6L5K
481039 -             ..
481040 -       24.  Best practices for making
481041 -            meetings productive cited by
481042 -            DOD, enabled by SDS.............. 020217, ref SDS 34 1332
481044 -             ..
481045 -       25.  KM secret of SDS because
481046 -            everybody else has failed........ 020608, ref SDS 36 QV5G
481048 -             ..
481049 -       26.  Bill Gates plans to improve
481050 -            productivity of Microsoft
481051 -            programs by enabling people
481052 -            to find things quickly on
481053 -            computers, and by integrating
481054 -            commands to save time
481055 -            navigating complex menus......... 021108, ref SDS 37 0001
481057 -             ..
481058 -       27.  Dilemma of transformation:
481059 -            Information technology
481060 -            requires paper for people to
481061 -            manage documents, antithesis
481062 -            of "paperless office" goal;
481063 -            SDS requires electronic
481064 -            information to build and
481065 -            maintain spreadsheet for
481066 -            Knowlede Space................... 030512, ref SDS 39 0001
481067 -
481068 -
481069 -
481070 -
481071 -
481072 -
481073 -
4811 -
Distribution. . . . See "CONTACTS"