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: December 12, 2007 07:02 AM Wednesday; Rod Welch

Visit Morris to develop SDS Contacts Widows application.

1...Summary/Objective
2...Review Prior Meeting for Common Understandings Not Performed
3...SDS Program Features Morris Proposes Abandoning Flexible Structure
4...Memory SDS Records Integrated with Program Code Not Separate on Disk
5...Records Management Process of Organizing Collection of Files
6...Collection Files SDS Records Organized Directory Flexible Structure
7...Nested Collapsible Records XML Emulate Line Numbers Flexible Fields
8...SDS Record Define Flexible Structure Line Numbers Replace Nested Fields
9...Flexible Structure Abandon Line Numbers SDS Windows Application
10...Line Numbers Consider Abandoning Flexible Structure Windows Version
11...Vision SDS Beginning to Take Form Leading to Product Specification
12...XML Editor Efficient Usability Essential for Integrated Functionality
13...Subject Index SDS Unique Application for Context Management
14...Beyond Reach Subject Index Hard Work Complexity Seems Overwhelming
15...Context Management Hard Work with Tools for Information Management
16...Everything Connected in Right Place Right Time Self-evident Benefits
17...Fun Attractive Context Management Efficient Usability Paradigm Shift
18...Diligence Paradigm Shift Make Working Intelligently Fun Interesting
19...Save Lives Time Money Examples SDS Application
20...Examples SDS Application Save Lives Time Money
21...Follow Up Planning and Opportunities Review in about 6 Weeks


..............
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CONTACTS 

SUBJECTS
SDS Windows Application Design Review Correspondence Prior Considera

1603 -
1603 -    ..
1604 - Summary/Objective
1605 -
160501 - Follow up ref SDS C0 0000. ref SDS B9 0000.
160502 -
160503 - Focused today on requirements for flexible record structure to create
160504 - efficient usability. ref SDS 0 W889  Discussed prospects for combining
160505 - records and program code with everything in memory; may present design
160506 - issues for linking external records, backup, and managing distribution
160507 - on the Internet. ref SDS 0 058J  Gary reviewed the current design that
160508 - separates records from program code into a collection of files that
160509 - are read as needed. ref SDS 0 0593  Morris requested an explanation of
160510 - a "record." ref SDS 0 KO4F  Plans were considered for "records" with
160511 - nested, collapsable fields to replace line numbers. ref SDS 0 GI9I
160512 - Morris will experiement further with code approaches to test using XML
160513 - for flexible structures, including Control Fields. ref SDS 0 ST3J
160514 - POIMS explains the SDS vision. ref SDS 0 Z48H  Background on earlier
160515 - efforts to use XML technology for Knowledge Management was reviewed.
160516 - ref SDS 0 LY6X  SDS Subject Index was examined briefly during the
160517 - meeting.  SDS Control Fields create record segments that define scope
160518 - assembling related content showing chronology of cause and effect,
160519 - which is different from keyword search methods for indexing files,
160520 - popularized by Google on the Internet. ref SDS 0 ZJ3H  Morris noted
160521 - that granular indexing for command and control of the record is
160522 - tedious.  Not every user requires Context Management. ref SDS 0 X38O
160523 - Morris asked for examples of SDS saving lives time and money.
160524 - ref SDS 0 IB7N  Plan to follow up meeting in about 6 weeks.
160525 - ref SDS 0 JR97
160526 -
160527 -
160528 -
160529 -
160531 -  ..
1606 -
1607 -
1608 - Background
1609 -
160901 - Review Prior Meeting for Common Understandings Not Performed
160902 -
160903 - Follow up ref SDS C0 V35O, ref SDS B9 V35O.
160904 -
160905 - Morris has received correspondence between Jack and Gary collaborating
160906 - on ideas for SDS, listed on 070914, ref SDS B6 QC5H, and cited during
160907 - the meeting last week on 071106. ref SDS B9 5Q3K
160909 -  ..
160910 - We went for a walk 3 - 4 miles again this morning and continued
160911 - discussion on 071113 about contacts, and beginning discssion of SDS
160912 - records, and subjects. ref SDS C0 FL3F
160913 -
160914 -    1.  Prior meeting on...
160915 -
160916 -               070907........................... ref SDS B3 0001
160917 -               071106........................... ref SDS B9 0001
160918 -               071113........................... ref SDS C0 0001
160920 -         ..
160921 -    2.  Reviewed contacts data structures in the record on 071106.
160922 -        ref SDS B9 0R4H
160924 -         ..
160925 -        Reviewed prior work on 071113. ref SDS C0 O65H
160927 -         ..
160928 -        See discussion below. ref SDS 0 O65H
160929 -
160930 -
160931 -
160932 -
160933 -
160934 -
1610 -

SUBJECTS
Memory SDS Records Integrated with Program Code Not Separate on Disk

3703 -
370401 -  ..
370402 - SDS Program Features Morris Proposes Abandoning Flexible Structure
370403 - Memory SDS Records Integrated with Program Code Not Separate on Disk
370404 -
370405 - Follow up ref SDS C0 W889, ref SDS B9 W889.
370406 -
370407 - Work on 070907, ref SDS B3 JQ88, and again on 071106, ref SDS B9 OS6M,
370408 - shows collaboration to advance from information to knowledge tools is
370409 - difficult, ref SDS B9 OS6M, similar to contentious debates with
370410 - invention of the transistor at Bell Labs in the 1940s, reported on
370411 - 960304. ref OF 16 8D4N
370413 -  ..
370414 - We called and talked to Gary for several hours to collaborate on
370415 - design requirements.
370416 -
370417 -        [On 071222 Morris asks for SDS essential features again.
370418 -        ref SDS C8 3V35
370420 -  ..
370421 - Discussion today shifted focus to SDS records, rather than Contacts.
370423 -  ..
370424 - Morris explained ideas for a generic flexibile structure without line
370425 - numbers that can be applied to SDS records and Contacts. (see below
370426 - for further discussion. ref SDS 0 GI9I)
370427 -
370428 -        [On 071220 example Jack Park using line numbers to orient
370429 -        references in Knowledge Space rather than use links. ref SDS C7
370430 -        XZ6J
370432 -  ..
370433 - Morris seemed to indicate plans for an SDS design that reads and holds
370434 - all the records into memory on program launch, similar to Outlook and
370435 - Netscape email.  He feels this will make program coding easier than
370436 - designing tools that build records in a collection of separate files
370437 - on the disk, like the current design using Medit.
370439 -  ..
370440 - Keeping the entire program and work product in memory presents
370441 - difficulties linking to multiple users and external sources.  Not
370442 - clear how access and connections to records for other people would
370443 - work in a network centric organization contemplated for example at
370444 - Boeing reviewed on 060317. ref SDS A0 P357  On 001018 Eric Armstrong
370445 - reported problems putting everything in memory using XML Java data
370446 - object design. ref SDS 51 TP6O
370447 -
370448 -        [...see below background of problems supporting linking with
370449 -        XML technology. ref SDS 0 GI9I
370451 -         ..
370452 -        [On 071219 Gary comments on challenges trying to develop an SDS
370453 -        program that keeps the entire data structure in memory, rather
370454 -        than managing disk access. ref SDS C6 TN5L
370456 -         ..
370457 -        [On 071222 Morris comments that putting everything in memory
370458 -        may be a problem. ref SDS C8 TM6U
370460 -         ..
370461 -        [On 071222 Gary discusses design of SDS records that builds on
370462 -        experience. ref SDS C8 PB7P
370464 -  ..
370465 - How will records be mapped to transfer and manage on the Internet, if
370466 - everything is one big file?  People don't want to put everything on
370467 - the Internet.  People select what to share, the same way people decide
370468 - what to say and what to withhold as private of everything have in
370469 - their head.  Since we have to construct separate files for storage on
370470 - the Internet, why not make it fast and easy to construct an organized
370471 - collection of files on the local computer, as the current program
370472 - does?
370474 -  ..
370475 - Morris asked how big is the current SDS record for the past 20 years?
370477 -  ..
370478 - Currently there are 46K files in 300 MB for 1 person the past 20
370479 - years, another person for about 8 years, and now Gary the past 4
370480 - years.
370482 -  ..
370483 - Another concern is the amount of time required for daily backups that
370484 - would be unnecessary overkill?
370486 -  ..
370487 - Morris noted expanding size of computer disk storage reduces concern
370488 - about backing up everything, e.g., 300 MB, 2 GB, etc., every day, even
370489 - if only 1 record containing 10K is changed in the data base.
370490 -
370491 -     [On 080224 had to modify interim backup reducing scope of safety
370492 -     because adding 1K of data each days requires 200 MB of storage.
370493 -     ref SDS D4 KP4I
370494 -
370496 -  ..
370497 - Records Management Process of Organizing Collection of Files
370498 - Collection Files SDS Records Organized Directory Flexible Structure
370499 -
370500 - Currently there is a common structure for diary records in the SDS
370501 - data base that is fast and easy to manage as a collection of files.
370502 - This is similar to collections of files for Microsoft programs.
370504 -  ..
370505 - What will replace the flexibile structure of SDS files and records
370506 - management, if everything is in one big file on the computer?
370507 - Similarly, there is a data base of contacts comprised of files for
370508 - individuals and other files for organizations, explained on 071106.
370509 - ref SDS B9 2J8H  SDS manages separate file directories for formal
370510 - correspondence on issued and received documents.  Separate directories
370511 - manage files for things like software code, specifications, books, and
370512 - other publications.  The end of the file occurs below the last line in
370513 - the book, report, letter, etc.  Separate files and directories give
370514 - people flexibility for comprehensive records management, including
370515 - cross-filing, and connections, reviewed on 960322. ref SDS 24 6544
370516 -
370517 -        [On 071222 Morris comments that putting everything in memory
370518 -        may be a problem. ref SDS C8 TM6U
370520 -  ..
370521 - Today, Gary discussed creating separate records, as currently
370522 - implemented, rather than integral to program code, as Morris seems to
370523 - have in mind.  Maintaining the current design of separate files for
370524 - separate records aligns with planning on 071106. ref SDS B9 OG6F  This
370525 - design reduces time and storage capacity required for daily backups.
370526 - It would further implement the strategy of discrete records for events
370527 - in the same way that a letter, a book, a report, etc., are all
370528 - separate files.  Why should a schedule or diary record of a birthday
370529 - party, mowing the lawn, attending a meeting, going to the doctor,
370530 - designing a bridge... be any different from a letter planning a party,
370531 - or an article written about the party, or that a report on lawn mowing
370532 - is spearate from a specification for a lawn mower?  Computer disk
370533 - files seem like a natural, easy medium to render common mental
370534 - divisions essential for context management.
370536 -         ..
370537 -        [On 071222 Gary discusses design of SDS records that builds on
370538 -        experience. ref SDS C8 PB7P
370539 -
370540 -
370541 -
370542 -
3706 -

SUBJECTS
Flexible Structure Generic Design Nested Collapsible Fields Replace

7603 -
760401 -  ..
760402 - Nested Collapsible Records XML Emulate Line Numbers Flexible Fields
760403 - SDS Record Define Flexible Structure Line Numbers Replace Nested Fields
760404 -
760405 - Morris asked for an explanation of an SDS schedule record and a diary
760406 - record.  This was reviewed on 070831 in connection with Gary's letter
760407 - on SDS "units of information." ref SDS B1 FL9G  Review at that time on
760408 - 070831 showed SDS has many information units. ref SDS B1 JM9O
760410 -  ..
760411 - SDS scope and functions were discussed in the record on 070907,
760412 - ref SDS B3 JQ88 and again on 071106, ref SDS B9 OS6M,
760413 -
760414 -     [On 080104 Morris discussed difficulty understanding SDS scope and
760415 -     design; asks why SDS improves productivity, and cites support for
760416 -     memory and diligence using good management practices consistently.
760417 -     ref SDS C9 EM9F
760419 -      ..
760420 -     [On 080127 letter to Morris Jones cites question today on reasons
760421 -     for SDS support for Knowledge Mangement, which has not been
760422 -     accomplished by other technologies; recommends reviewing record on
760423 -     960304 reporting Vannevar Bush vision for using computers to
760424 -     perform electronic records management that sets a good agenda for
760425 -     advancing from information to Knowledge Management. ref SDS D1
760426 -     ON3X
760428 -  ..
760429 - SDS features that enable Knowledge Mangement, intelligence support,
760430 - and Communication Metrics were presented in the record on 070126,
760431 - ref SDS A3 QH8L, leading up to a case study showing difficulty people
760432 - have that causes everyone to give up on Knowledge Management.
760433 - ref SDS A3 IQ5L
760435 -  ..
760436 - Earlier on 040212 reviewed a initial software requirements
760437 - specificaiton (SRS) for SDS records prepared by Gary, ref SDS 86 007W,
760438 - and shown in his record on 040122. ref SDS 85 0001
760440 -  ..
760441 - Morris asked for an explanation of SDS functions.
760443 -  ..
760444 - Considered using the notebook computer to demonstrate functions in
760445 - order to provide experience that makes sense of complex explanations.
760446 -
760447 -     [On 071222 Morris requested essential features again. ref SDS C8
760448 -     3V35
760450 -      ..
760451 -     [On 071222 SDS functions are listed for each feature of SDS.
760452 -     ref SDS C8 6P9J
760454 -      ..
760455 -     [On 080531 Morris prepared an explanation of the design for SDS
760456 -     records to guide development of an SDS Windows application.
760457 -     ref SDS D5 W18O
760459 -      ..
760460 -     [On 080831 difficulty remembering the record of personal
760461 -     and organizational memory cited by Jack Park re-submitting
760462 -     information forgotten in the record. ref SDS D6 H68I
760464 -  ..
760465 - "Records" have been used and understood for 2000 years, since the
760466 - Roman Empire when the practice of "records management" emerged,
760467 - reviewed on 060907. ref SDS A1 777F
760469 -  ..
760470 - SDS records comprise a multi-dimensional Knowledge Space with extended
760471 - grammar that advances traditional two dimensional textual narrative,
760472 - explained in NWO. ref OF 16 CO5U  Granular addressability with line
760473 - numbers, anchors, links, chronology, and Control Fields provide new
760474 - forms of punctuation, structure, and organization that increase
760475 - command and control of traditional free-form narrative.
760477 -  ..
760478 - On 890523 seven (7) elements of flexible structure were identified to
760479 - make management productive using computers. ref SDS 2 TP8O  At that
760480 - time, analysis showed efficiencies of computers for a "paperless
760481 - office" require complementarity of electronic records management,
760482 - granular links, and indexing, integrated smoothly for harmony so that
760483 - that each feature supports the other. ref SDS 2 LV59  On 960304
760484 - Vannevar Bush noted requirements of complementarity to make computers
760485 - productive for daily management. ref SDS 23 GX59
760486 -
760487 -     [On 071219 Gary provides a comprehensive explanation of "SDS
760488 -     records." ref SDS C6 UH4K
760490 -      ..
760491 -     [On 071222 Gary explains SDS records identified by the granular
760492 -     structure of time that complements granular addressability and
760493 -     indexing; command and control at lower levels of organic structure
760494 -     creates Knowledge Space. ref SDS C8 PA6P
760496 -      ..
760497 -     [On 080124 Morris submits initial samples of proposed work product
760498 -     created with new Windows version of SDS, ref SDS D0 FW4J; sample
760499 -     work product omits flexible structure. ref SDS D0 H19U
760501 -      ..
760502 -     [On 080128 recommend Morris review article by Vannevar Bush for
760503 -     understanding SDS requirements. ref SDS D2 M37Y
760505 -  ..
760506 - SDS records are similar to letters people write with a beginning and
760507 - end, shown by the "top of file" and "end of file" lines in Medit
760508 - files.  Line numbers and Control Fields are innovations of "SDS
760509 - records" that enhance traditional application of alphabet technology
760510 - by segmenting written text with organizing structure to associate
760511 - mulitple people and organizations, cost accounts, subjects, and track
760512 - action items. (see NWO. ref OF 16 29VU)  People sometimes frame a
760513 - "subject," write about it, and then send the letter.  A letter sent by
760514 - email has unique date and time.  Content may or may not pertain to the
760515 - subject, and can contain multiple sub-subjects.  SDS records are
760516 - defined by the user writing a description for a task in the Schedule,
760517 - examples are listed on 020708. ref SDS 74 MZ6O  The date and time are
760518 - defined at the time work begins, and SDS records have more complex
760519 - structure, including record segments defined by Control Fields, than
760520 - typical emails, with "email" being a data type of "formal
760521 - correspondence" managed by SDS records.
760523 -  ..
760524 - Flexible record structure enabled by line numbers explained in POIMS
760525 - is a big idea of SDS, ref OF 8 M17I, and citing the record on 890523,
760526 - ref SDS 2 P13O, discussing use of line numbers, ref SDS 2 T1VQ, and
760527 - which Morris is attempting to implement with XML methods for a Windows
760528 - SDS application.
760529 -
760530 -        [On 071220 example Jack Park using line numbers to orient
760531 -        references in Knowledge Space rather than use links. ref SDS C7
760532 -        XZ6J
760534 -         ..
760535 -        [On 080124 Morris objects to flexible structure using line
760536 -        numbers for command and control of the work. ref SDS D0 945F
760538 -  ..
760539 - Background case study considering XML for structured records with
760540 - efficient usability was reported on 071113. ref SDS C0 XC3M
760541 -
760543 -  ..
760544 - Flexible Structure Abandon Line Numbers SDS Windows Application
760545 - Line Numbers Consider Abandoning Flexible Structure Windows Version
760546 -
760547 - Today, Morris explained having limited time to review background in
760548 - the 1945 Bush article, per above, ref SDS 0 863H, due to teaching and
760549 - other duties.  Morris explained experience working with Microsoft
760550 - software programs does not offer convincing evidence that SDS requires
760551 - flexible structures.  He described plans for nested, collapsable
760552 - records to replace line numbers for flexible structure.  This solution
760553 - was posed earlier by Eric Armstrong on 000129. ref SDS 37 PTVQ  On
760554 - 001017 Eric planned release of a solution. ref SDS 49 0001  Problems
760555 - with linking were reported the next day on 001018. ref SDS 51 TP6O
760556 - This may relate to plans for storing data and program code in memory,
760557 - per above. ref SDS 0 058J  On 001122 Eric abandoned this effort.
760558 - ref SDS 54 E47M
760560 -  ..
760561 - Challenges understanding requirements for Knowledge Management are
760562 - discussed above. ref SDS 0 W889
760563 -
760564 -        [On 071222 Morris advises that text fixed column fields make
760565 -        programming simpler and limits fonts and formatting.
760566 -        ref SDS C8 TN5P
760568 -         ..
760569 -        [On 071222 Gary discusses design of SDS records that builds on
760570 -        experience. ref SDS C8 PB7P
760572 -         ..
760573 -        [On 080124 Morris submits sample work product that omits line
760574 -        numbers, ref SDS D0 H19U; case study shows role of flexible
760575 -        structures using line numbers. ref SDS D0 HZ6K
760577 -         ..
760578 -        [On 080124 case study shows everybody frustrated by difficulty
760579 -        designing Knowledge Management tools. ref SDS D0 F25I
760581 -  ..
760582 - Morris showed some code that creates recursive and nested fields
760583 - planned for the system, which is a generic solution for SDS records
760584 - that replaces line numbers for creating flexible fields.
760585 -
760586 -        [On 080104 Morris considering switching to Java and using "data
760587 -        objects" for SDS application. ref SDS C9 OM6G
760589 -  ..
760590 - Previously, on 000709 Bill DeHart explained advantages of SDS record
760591 - flexible structure. ref SDS 46 0784
760592 -
760594 -  ..
760595 - Vision SDS Beginning to Take Form Leading to Product Specification
760596 -
760597 - Morris feels he is forming a stronger understanding toward a vision of
760598 - SDS design.  He will continue to develop and test his ideas for
760599 - nested, collapsable records using XML to replace line numbers for
760600 - flexible structure, including Control Fields, per above. ref SDS 0
760601 - RE5M
760603 -  ..
760604 - In about six (6) weeks, Morris wants to meet OA 080201 for follow up
760605 - review on forming a technology platform to implement SDS theory and
760606 - practice, per below. ref SDS 0 JR97
760608 -  ..
760609 - Analysis on 070913 identified seven (7) ways, ref SDS B4 OF3F, to
760610 - summarize SDS capabilities...
760611 -
760612 -            1.  plan the work and work the plan.
760613 -            2.  integrate people, process, time
760614 -            3.  scientific method:  plan, perform, report.
760615 -            4.  integrate time:  past, present, future
760616 -            5.  integrate chronology, context, connection
760617 -            6.  everything in the right place at the right time.
760618 -            7.  personal organizational integrated memory and management
760620 -  ..
760621 - POIMS explains SDS capabilities frame a vision to expand alphabet
760622 - technology for better intelligence support by integrating time and
760623 - information, ref OF 6 6221; objectives, scope, processes, and
760624 - functionality to integrate personal and organizational memory and
760625 - management are explained...
760626 -
760627 -            1.  people, process, time.................. ref OF 6 015M
760628 -            2.  plan, perform, report.................. ref OF 9 6649
760629 -            3.  past, present, future.................. ref OF 9 1112
760630 -            4.  chronology, context, connection........ ref OF 9 8555
760631 -            5.  8-steps Communication Metrics.......... ref OF 9 685K
760633 -  ..
760634 - Complementarity applying the "plan, perform, report" integrated cycle,
760635 - reviewed on 890523, ref SDS 2 LV59, supports a conscious discipline
760636 - ("scientific method") that leverages subconscious intelligence
760637 - mechanics for converting information into the power of knowledge, see
760638 - POIMS, ref OF 6 0367, as a routine exercise that produces a continuing
760639 - resource, like an encyclopedia of personal and organizational memory,
760640 - see POIMS. ref OF 9 6649  Complementarity hormoniously integrating 7
760641 - elements of flexible strucutre appled through writing with chronology,
760642 - context, and connection make efficiencies of electronic records
760643 - management in the paperless office model productive, also, reviewed on
760644 - 890523. ref SDS 2 P13O
760646 -      ..
760647 -     [On 071222 Morris asks for essential features of SDS; ref SDS C8
760648 -     3V35; elements of 3-layer architecture support the vision for a
760649 -     new way of working intelligently. ref SDS C8 3V4H
760650 -
760651 -
760652 -
760653 -
7607 -

SUBJECTS
XML Editor Efficient Usability Responsive SDS Text DOS Structure Ana

AA03 -
AA0401 -  ..
AA0402 - XML Editor Efficient Usability Essential for Integrated Functionality
AA0403 -
AA0404 - Follow up ref SDS C0 LY6X.
AA0406 -  ..
AA0407 - Requirements for responsiveness and efficient usability that make the
AA0408 - current SDS program fast and easy for getting things done, was noted
AA0409 - during the meeting with Morris on 071113, and in connection with
AA0410 - trying an XML editor to replace Medit. ref SDS C0 446N  Requirements
AA0411 - for high performance executing complementary commands equally with
AA0412 - right and left hands was evident from Morris noting today that subject
AA0413 - indexing for command and control of the work cannot be maintained
AA0414 - without efficient usability that makes context management fast and
AA0415 - easy. ref SDS 0 X38O
AA0416 -
AA0417 -        [On 071219 Gary cites examples of migrating DOS applications
AA0418 -        for Wordperfect and Maxthink illustrating extra care required
AA0419 -        to maintaining efficient usability. ref SDS C6 X16G
AA0421 -  ..
AA0422 - Reviewed case study on difficulties others have experienced trying to
AA0423 - achieve efficient usability with XML editing for Knowledge Mangaement,
AA0424 - Communication Metrics, and intelligence support, listed on 071113.
AA0425 - ref SDS C0 XC3M
AA0434 -  ..
AA0435 - Morris indicated today that Eric Armstrong's problems developing an
AA0436 - XML application for Knowledge Management reported on 001122,
AA0437 - ref SDS 54 0001, do not apply to current considerations.  There was
AA0438 - some consideration today of Ken Holeman's anlaysis of XML in the
AA0439 - record on 001124. ref SDS 55 0001
AA0440 -
AA0441 -        [On 080104 Morris considers switching to Java for programming
AA0442 -        XML to design SDS Windows application. ref SDS C9 OM6Y
AA0444 -  ..
AA0445 - Morris seemed further to indicate that requirements for program
AA0446 - responsiveness with efficient usability discussed on 071113 can be
AA0447 - accomplished with the XML editing tools he plans to develop.
AA0448 - ref SDS C0 446N
AA0449 -
AA0450 -        [On 071222 responsive, efficient usability enabled by function
AA0451 -        keys. ref SDS C8 FO94
AA0452 -
AA0453 -
AA0454 -
AA0455 -
AA05 -

SUBJECTS
Subject Index Filing Tedious Records Management Organic Structure Fa

CA03 -
CA0401 -  ..
CA0402 - Subject Index SDS Unique Application for Context Management
CA0403 - Beyond Reach Subject Index Hard Work Complexity Seems Overwhelming
CA0404 - Context Management Hard Work with Tools for Information Management
CA0405 - Everything Connected in Right Place Right Time Self-evident Benefits
CA0406 -
CA0407 - Follow up ref SDS C0 ZJ3H.
CA0408 -
CA0409 - Morris asked how the Subject Index works?
CA0411 -  ..
CA0412 - Used computer c15 to demonstrate using SDS for organizing the record
CA0413 - with Control Fields, and assembling reports into chronological
CA0414 - history, commonly called "case studies."
CA0415 -
CA0416 -     [On 071222 Morris' letter seems to object to learning Knowledge
CA0417 -     Management from demonstrations using SDS. ref SDS C8 UP8K
CA0419 -  ..
CA0420 - Background on SDS subject index and application through Control Fields
CA0421 - in SDS records was reviewed on 070511. ref SDS A4 LP5J
CA0423 -  ..
CA0424 - On 010425 Morris cited advantages of SDS for organizing the record of
CA0425 - daily work so that everything is in the right place at the right time.
CA0426 - This support provides a "utopia" for records management compared to
CA0427 - other tools. ref SDS 61 EP7F  Context Management using the SDS Subject
CA0428 - Index with chronology, context, and comprehensive connections
CA0429 - implements requirements for a "paperless office" proposed by Vannevar
CA0430 - Bush in 1945 published by Atlantic Monthly to guide development of the
CA0431 - computer age, and reviewed on 960304. ref SDS 23 BE6L  At that time,
CA0432 - Bush envisioned robust indexing that integrates time and context to
CA0433 - assemble case studies. ref SDS 23 368K
CA0435 -  ..
CA0436 - On 021108 Bill Gates planned better support for search tools to
CA0437 - improve productivity. ref SDS 82 EF5I  Since then, searching keywords
CA0438 - has become a "holy grail" of computer productivity, reported on
CA0439 - 070126. ref SDS A3 B366  Morris spent 6 hours or so indexing his
CA0440 - computer on 070625 to implement search technology. ref SDS A7 IE8K
CA0442 -  ..
CA0443 - Keyword search is popular to avoid diligence organizing the record by
CA0444 - filing everything under miscellaneous, reported on 070729. ref SDS A9
CA0445 - HE6N  Resistance to diligence that makes bad management seem
CA0446 - attractive, "like fools gold," was explained by Jack Park on 010908.
CA0447 - ref SDS 65 YF5O
CA0449 -  ..
CA0450 - SDS context management using subject indexing with Control Fields
CA0451 - complements indexing content for direct search to solve following
CA0452 - problems...
CA0453 -
CA0454 -            Indexing content slow............. 050516, ref SDS 98 BQ68
CA0455 -            Indexing content slow............. 070625, ref SDS A7 IE8K
CA0456 -            Search index content failed....... 050516, ref SDS 98 HJ49
CA0457 -            Search alone commingles results
CA0458 -            everthing is a hopeless
CA0459 -            jumble............................ 050516, ref SDS 98 DM77
CA0461 -  ..
CA0462 - SDS subject index theory and practice was reviewed recently on 071010.
CA0463 - ref SDS B7 01DF  At that time, improvements were developed to apply
CA0464 - standardized accounts for "major" subjects.  Standardization and
CA0465 - implementation with software code reduces the time required for
CA0466 - context management. ref SDS B7 569M
CA0468 -  ..
CA0469 - SDS provides chronologies of context that yield the power of knowledge
CA0470 - from "connecting the dots" of cause and effect (see the "locality"
CA0471 - principle in NWO, ref OF 15 I38N).  Root cause analysis aids discovery
CA0472 - of correlations, implications and nuance that makes sense of
CA0473 - complexity, which otherwise overwhelms people in the "fog of war" on
CA0474 - the job day-to-day (see example in medical practice cited in NWO.
CA0475 - ref OF 18 PXWX).  On 040622 Jack Park cited value of "sensemaking" for
CA0476 - learning. ref SDS 94 FM5W  The subject index organizes the record into
CA0477 - lessons learned that enable continual learning on the job, and for
CA0478 - training.
CA0480 -  ..
CA0481 - The SDS subject index takes much longer than indexing a computer for
CA0482 - keywords.  Investing extra time tending the "Garden of Knowledge, as
CA0483 - called out in NWO, ref OF 15 OP6K, complements traditional alphabet
CA0484 - technology for growing deeper understanding that makes sense of
CA0485 - complexity, explained in POIMS. ref OF 9 VK9I  When the computer does
CA0486 - the only indexing, there is no cognitive energy to expand awareness
CA0487 - that small issues reveal major opportunities and solve big problems,
CA0488 - cited by Morris on 921127 as an important requirement for proactive
CA0489 - management. ref SDS 14 0674
CA0490 -
CA0491 -
CA0492 -
CA05 -

SUBJECTS
Diligence Hard Work Paradigm Shift Efficient Usability Makes Working

CC03 -
CC0401 -  ..
CC0402 - Fun Attractive Context Management Efficient Usability Paradigm Shift
CC0403 - Diligence Paradigm Shift Make Working Intelligently Fun Interesting
CC0404 -
CC0405 - Morris makes an important point today that granular indexing of
CC0406 - relational and hierarchial flexible structures required to manage
CC0407 - subjects with multiple views looks tedious and shocking compared to
CC0408 - minimal detail when busy people focus only on the "Big Picture," shown
CC0409 - by example on 890523. ref SDS 2 RC5K  The complexity of relevant
CC0410 - context can be overwhelming, shown further by example on 890523.
CC0411 - ref SDS 2 428F  This assessment aligns with research at SRI on 000307
CC0412 - reporting that Knowledge Management without SDS is a lot of hard work
CC0413 - that takes a lot of diligence.
CC0415 -  ..
CC0416 - Technology with efficient usability, discussed above, ref SDS 0 IF4I,
CC0417 - makes context management for working intelligently fast, easy, and fun
CC0418 - yielding fascinating and critical discoveries that make leadership
CC0419 - effective.  SDS combines accounting principles of alignment and
CC0420 - accuracy, with WBS practices that organize all of the work according
CC0421 - to cause and effect.  This combination strengthens communications,
CC0422 - explained in NWO citing the "locality principle" for intelligence
CC0423 - support. ref OF 15 P69F  On 950303 Morris developed a graphic showing
CC0424 - how aligning communications keeps work on target. ref SDS 19 3497
CC0426 -  ..
CC0427 - Accordingly, SDS changes the paradigm from "diligence" to having fun
CC0428 - like playing a piano makes both hands an instrument of mental melodies
CC0429 - constructing a harmonious symphony, explained in POIMS. ref OF 9 6M5H
CC0430 -
CC0431 -     [On 080104 Morris and Jack discuss Rod applying diligence to do
CC0432 -     Knowledge Management with Microsoft programs, and tools like Iris,
CC0433 -     and does not need SDS even though nobody else is doing it.
CC0434 -     ref SDS C9 OM7N
CC0436 -      ..
CC0437 -     [On 080206 Morris having fun using Ruby on Rails (ROR) Java
CC0438 -     software development technology; makes hard work experimenting to
CC0439 -     test out ideas fast and easy, which reduces the level of diligence
CC0440 -     needed to get things done. ref SDS D3 RR3F
CC0442 -  ..
CC0443 - Jack Park's progress on Topic Maps may be helpful, reported in his
CC0444 - letter on 071113. ref SDS C0 VY7X  Experiencing tedium for subject
CC0445 - indexing may help people discover better paths for technology to
CC0446 - leverage innate intelligence.
CC0448 -  ..
CC0449 - As well, "discovery" from "tedium" using SDS to track and organize the
CC0450 - record helps make sense of complexity, noted by Jack Park on 001130.
CC0451 - ref SDS 58 H17O  On 040622 Jack cited benefits of "sensemaking" for
CC0452 - getting things done correctly. ref SDS 94 FM5W  On 011003 Eric
CC0453 - Armstrong complained that finding information piling up on computers
CC0454 - is not effective, because productivity is paralyzed using popular
CC0455 - search tools. ref SDS 68 EC5N  Earlier Eric noted on 010916 amazing
CC0456 - work product using SDS mechanisms that obviously work. ref SDS 66 0001
CC0457 - A few weeks ago on 071126, Kaiser relied on SDS rather than popular
CC0458 - search tools at Kaiser and UCSF to solve a complex problem.
CC0459 - ref SDS C2 TH8L
CC0461 -  ..
CC0462 - Concern that SDS subject index support for context management with
CC0463 - Control Fields is shocking, and overwhelming correlates with feeling
CC0464 - that links in SDS records are beyond reach, reported by Murray Altheim
CC0465 - on 020820. ref SDS 76 6P8K  Dave Snowden, then at IBM made similar
CC0466 - comments a month later on 020920. ref SDS 77 PS6O  The level of detail
CC0467 - managing context with granular indexing to create organic structure in
CC0468 - the Subject Index is hard to accomplish using conventional tools for
CC0469 - Windows applications.  Morris seemed to indicate today that since, as
CC0470 - noted previously on 010924, ref SDS 67 XT5F, nobody is willing to
CC0471 - diligently invest time for organizing the record with tools that make
CC0472 - Knowledge Management a lot of hard work, cited on 000307, ref SDS 41
CC0473 - 767G, then everybody is unwilling to work with SDS tools that make
CC0474 - Knowledge Management fast, easy, and fun saving lives, time, and
CC0475 - money.
CC0477 -  ..
CC0478 - On 020110, Morris indicated SDS support for intelligence to "connect
CC0479 - the dots" understanding cause and effect, e.g., Subject Index, Control
CC0480 - Fields, case studies, which are difficult with other tools, is
CC0481 - unnecessary overkill. ref SDS 71 2W5J  This was discussed previously
CC0482 - on 010720. ref SDS 63 L25K
CC0484 -  ..
CC0485 - Morris discussed on 020110 that Rod could apply more diligence and use
CC0486 - Microsoft products to accomplish SDS functionality. ref SDS 71 5HYX
CC0487 - and ref SDS 71 T354
CC0489 -  ..
CC0490 - On 001126 Eugene Kim advocated greater diligence using Microsoft
CC0491 - programs everybody likes for Knowledge Management rather than use SDS.
CC0492 - ref SDS 56 4E3X  Eugene did excellent work providing a website portal
CC0493 - on the Internet for people to implment recommendations to use greater
CC0494 - diligence.  There is no evidence anyone else ever applied enough
CC0495 - diligence to accomplish any aspect of SDS.  On 070904 there was a
CC0496 - report that everybody gave up. ref SDS B2 DV5R
CC0498 -  ..
CC0499 - Gary Johnson reported on 040227 that experience at Boeing using
CC0500 - Microsoft programs with greater diligence was unsuccessful
CC0501 - accomplishing SDS support for intelligence. ref SDS 87 RH6K  On 040402
CC0502 - Gary reported in a letter to the Aerospace Company that SDS was
CC0503 - approved for use "good-to-go") again, ref SDS 90 LN7T, and advised
CC0504 - that notes taken with Microsoft Word and Outlook documents for the
CC0505 - prior 2 months are being entered into SDS for command and control of
CC0506 - the record. ref SDS 90 GO6U  On 040404 Gary's letter to Morris
CC0507 - explained efforts to capture the record of organizational memory using
CC0508 - greater diligence applying Microsoft tools without SDS. ref SDS 91
CC0509 - 0K3O
CC0511 -  ..
CC0512 - Worry about complexity and diligence for effective context management
CC0513 - has caused people to give up organizing the record, shown recently on
CC0514 - 071113.  At that time, Jack Park submitted a paper, "Technology of
CC0515 - Cooperation," listing popular tools and practices for Knowledge
CC0516 - Management.  It contains a single mention of "metadata," a term
CC0517 - describing context management efforts in mainstream technology.
CC0518 - ref SDS C0 NQ8J  Case study on 070126 shows everybody has given up on
CC0519 - context management, linking, and capturing the record... all three
CC0520 - elements of Knowledge Management, ref SDS A3 QH8L, which have been
CC0521 - recognized as essential for paperless office efficiencies of
CC0522 - electronic records management, identified by Vannevar Bush in an
CC0523 - article published in 1945, reviewed on 960304. ref SDS 23 GX59
CC0525 -  ..
CC0526 - On 970116 Morris asked about organizing the work with "fractionalized
CC0527 - subjects," indicating awareness that context management is a lot of
CC0528 - hard work using conventional tools. ref SDS 28 1732  On 980405 he
CC0529 - noted again that context management is too difficult for executives,
CC0530 - managers, engineers, and everybody, using tools and practices commonly
CC0531 - available. ref SDS 30 2532  Hard work performing context management
CC0532 - with subject indexing was reported in an article published in Byte
CC0533 - magazine, reviewed on 910418. ref SDS 8 5584  Perhaps the most
CC0534 - shocking aspect of SDS is the new way of working that changes from
CC0535 - organizing documents to assign subjects at the paragraph level, or, as
CC0536 - applied in SDS, to the record segment.
CC0538 -  ..
CC0539 - Continuing aversion against records management enabled by SDS at the
CC0540 - paragraph level (actually record segment) with granular subject
CC0541 - indexing aligns with case study on 070126 showing people have given up
CC0542 - trying to organize the record. ref SDS A3 WV5K  Shock, frustration and
CC0543 - disillusionment with complex DNA-like indexing to control lower levels
CC0544 - of organic structure, i.e., command and control of the "microcosm"
CC0545 - discussed at Intel on 950927, ref SDS 21 5412, is matched by giving up
CC0546 - on linking, reported on 020820, ref SDS A3 YV4F, citing earlier study
CC0547 - on 020812. ref SDS 75 659F  In order to make linking a routine part of
CC0548 - augmenting intelligence, subjects must be assigned below the level of
CC0549 - documents.
CC0551 -  ..
CC0552 - Scope of tools for command and control of "fractionalized" subjects,
CC0553 - was explained on 890523. ref SDS 2 T15F
CC0555 -  ..
CC0556 - As seen today, without effective tools, observing the microcosm of
CC0557 - details arising routinely in daily life, further illustrated by the
CC0558 - example on 890523, ref SDS 2 G14K, overwhelms conscious mental
CC0559 - processing, because mind-numbing complexity is normally supressed by
CC0560 - subconscious processing, explained in POIMS. ref OF 7 8774  After
CC0561 - meeting for an hour or so, most people when asked what was discussed
CC0562 - will remember only 2 or 3 subjects, at most 7, based on cognitive
CC0563 - research reported by Professor Miller in his famous 1955 essay, and
CC0564 - reviewed on 990303. ref SDS 34 5328
CC0566 -  ..
CC0567 - Failure of technology to enable effective metadata and links reflects
CC0568 - negative synergy between failure to organize the record, and failure
CC0569 - to construct connections for accurate understandings, see traceability
CC0570 - to original sources reviewed on 950721. ref SDS 20 1740  Negative
CC0571 - synergy from failure to perform subject indexing leads to everything
CC0572 - being filed miscellaneous, reviewed in a book cited by Jack Park on
CC0573 - 070729. ref SDS A9 HE6N  This causes management productivity to
CC0574 - implode toward entropy, reported by USAFIT study reviewed on 970707.
CC0575 - ref SDS 29 0108
CC0577 -  ..
CC0578 - Similarly, support for chronology, context, and connection explained
CC0579 - in POIMS, ref OF 9 8555, yields positive synergy that grows an
CC0580 - expanding garden of knowledge in the subject index, observed by Morris
CC0581 - today, ref SDS 0 ZJ3H, and a rich harvest of connections in SDS
CC0582 - records like this one that increase the power of knowledge under the
CC0583 - locality principle, reviewed on 040312. ref SDS 88 YH4G  Locality is
CC0584 - also presented in NWO. ref OF 15 I38N  On 010916 Eric Armstrong noted
CC0585 - that SDS mechanisms are obviously effective finding details in time to
CC0586 - be effective. ref SDS 66 0001
CC0588 -  ..
CC0589 - We did not have time today for demonstrating tools and processes that
CC0590 - construct and manage 3-parts comprising the organic structure of
CC0591 - context, described recently on 071010. ref SDS B7 01DF  Earlier, this
CC0592 - was improved on 070511, ref SDS A4 0001, shortening the time required
CC0593 - to construct and assign subjects. ref SDS A4 DA8J  Evaluation at that
CC0594 - time indicated significant improvement. ref SDS A4 1541  Follow up
CC0595 - work on 071010 made corrections, ref SDS B7 GE46, and refined the code
CC0596 - to apply primary and subaccounts that help resolve Morris' concern
CC0597 - today about people getting tired and giving up doing Context
CC0598 - Management. ref SDS B7 1573  SDS technology strives to reduce the
CC0599 - level of effort and make the work fun rather than a test of diligence.
CC0600 -
CC0601 -
CC0602 -
CC0603 -
CC0604 -
CC07 -

SUBJECTS
Save Lives Time Money Case Study Examples SDS Application Self-evide

CM03 -
CM0401 -  ..
CM0402 - Save Lives Time Money Examples SDS Application
CM0403 - Examples SDS Application Save Lives Time Money
CM0404 -
CM0405 - Morris asked for examples using SDS to save lives, time, and money...
CM0407 -         ..
CM0408 -    1.  Morris has 20 years experience with SDS records.  He tried
CM0409 -        using SDS on 910520, and seemed at that time to save time and
CM0410 -        money the first day. ref SDS 9 655O  At that time, Morris
CM0411 -        commented on how fast SDS performs routine tasks. ref SDS 9
CM0412 -        HV51  Responsiveness and efficient SDS usability was noted
CM0413 -        later by Mike Poremba on 020531. ref SDS 72 5M3G
CM0415 -         ..
CM0416 -    2.  Morris' experience saving time and money working intelligently
CM0417 -        on one day was replicated and noted by USACE in a report
CM0418 -        published on 971007. ref DRP 6 0001  An example of common
CM0419 -        problems solved by SDS that saves time and money was RFP #19
CM0420 -        considered in the San Francisco District on 961208. ref SDS 28
CM0421 -        0006
CM0423 -         ..
CM0424 -    3.  PG&E reported improved earnings using SDS for Communication
CM0425 -        Metrics on 951110. ref SDS 16 0001
CM0427 -         ..
CM0428 -    4.  Vice President Dutra Engineering reported SDS record saved time
CM0429 -        and money on Oakland Harbor project. ref SDS 27 4953
CM0431 -         ..
CM0432 -    5.  USACE report cost savings using SDS for Communication Metrics,
CM0433 -        received 971007, ref DRP 6 0001, citing ROI 10:1. ref DRP 6
CM0434 -        7401
CM0436 -         ..
CM0437 -    6.  USACE counsel later wrote a letter on 981027 citing additional
CM0438 -        savings that continued to accrue long after SDS was no longer
CM0439 -        used at the agency. ref SDS 33 7315
CM0441 -         ..
CM0442 -    7.  Broadwater Dam case study on 990316 identified cost saving
CM0443 -        factors. ref SDS 35 4752
CM0445 -         ..
CM0446 -    8.  DNRC reported on 010725 SDS saved time and money on Broadwater
CM0447 -        Dam. ref SDS 64 KH5W
CM0449 -         ..
CM0450 -    9.  Last week, Millie received notice in a letter that Kaiser will
CM0451 -        pay $10K - $20K per year for life saving treatment on referral
CM0452 -        at UCSF.  SDS records on patient history led Kaiser to withdraw
CM0453 -        30 notices over the past year demanding Millie pay, and UCSF
CM0454 -        sent letters threatening termination of care and collection
CM0455 -        actions, reported on 071031. ref SDS B8 KM4J  Kaiser previously
CM0456 -        relied on terms in the insurance policy that say patients must
CM0457 -        pay for treatment at issue, reported on 071206. ref SDS C4 TH8L
CM0458 -        SDS records over the past 6 years show the context in this case
CM0459 -        justifies payment by Kaiser.
CM0461 -         ..
CM0462 -   10.  Several weeks ago, Kaiser's representative explained that
CM0463 -        finding critical details in SDS, ref SDS C1 NE7V, is faster and
CM0464 -        easier than using records from Kaiser and UCSF computers.
CM0465 -        ref SDS C1 NE5P
CM0467 -         ..
CM0468 -   11.  Examples of "life saving" scenarios are continous, illustrated
CM0469 -        by NWO. ref OF 18 PXWX, and based on actual events reported in
CM0470 -        the record on 041230. ref SDS 97 XQ84
CM0472 -         ..
CM0473 -   12.  Primary care physician, chief of Oncology for Kaiser Diablo
CM0474 -        Service Area, advised patient lived 3 times longer than normal
CM0475 -        for cancer disease trajectory because patient has support for
CM0476 -        case management than other patients don't have, reported on
CM0477 -        090213. ref SDS D7 NY7L
CM0478 -
CM0479 -
CM0480 -
CM0481 -
CM0482 -
CM0483 -
CM0484 -
CM05 -

SUBJECTS
Planning Follow Up SDS Windows Application Vision Develop Test Code

CW03 -
CW0401 -  ..
CW0402 - Follow Up Planning and Opportunities Review in about 6 Weeks
CW0403 -
CW0404 - Follow up ref SDS C0 JR97, ref SDS B9 JR97.
CW0405 -
CW0406 - Morris will work on the code the next 3 - 4 weeks to experiment
CW0407 - testing his vision for an alternative to line numbers that enable
CW0408 - efficient usability with flexible structure endimic to SDS records and
CW0409 - Contact records, per above. ref SDS 0 ST3J
CW0411 -  ..
CW0412 - He will try to get some code that will produce program screens that
CW0413 - can be reviewed in meeting sometime in mid-to-late January 2008, say
CW0414 - 4 - 6 weeks.
CW0416 -  ..
CW0417 - After we meet to review progress, Morris will then write up an
CW0418 - explanation of goals, elements, and sequence for implementing the
CW0419 - vision, implementing planning on 070907. ref SDS B3 JR97
CW0420 -
CW0421 -        [On 080124 a lot of time invested to formulate interesting and
CW0422 -        imaginative narrative demonstrating work product of initial SDS
CW0423 -        design for Windows application by paradoying use of numbers for
CW0424 -        managing interesting and imaginative narrative; same effort
CW0425 -        would be more productive writing up explanation of goals and
CW0426 -        specifications for SDS. ref SDS D0 FW4J
CW0427 -
CW0428 -
CW0429 -
CW0430 -
CW0431 -
CW0432 -
CW0433 -
CW05 -