The technology template is a hierarchy of characteristics of an Open Hyperdocument System (OHS) by which commercial and research tools can be designed, implemented, and evaluated. "Hyperdocument" implies flexible linkages to any object in any multi-media file. "Open" implies vendor-independent access to the hyperdocuments within and across work groups, platforms, and applications.
The characteristics in the template hierarchy range from the definition of low level content and structural elements of a Hyperdocument File System; the means for accessing, navigating, linking, manipulating, and portraying these elementary objects; the basic services, applications, and utilities built from these elements and methods; through end user systems constructed from and interacting with the lower level elements in the hierarchy.
The initial template is based on a number of papers by Engelbart cited in the reference section. Many of the initial elements were contained in the Augment system that evolved over many years under his direction. The template is meant to create a living structure into which elements can be added, refined, and in general be discussed by members of the larger Bootstrapping community.
Users can affix personal signatures to a document, or a specified collections of objects within the document, using private signature keys. Users can verify that the signature is authentic and that no bit of the signed document or document segment has been altered since it was signed. Signed document segments can be copied or moved in full without interfering with later signature verification.
Documents, a user defined knowledge package of structured objects, are shareable, subject to access or privacy provisions, across the entire global domain in which any online collaborative working relationships are established in potentially ever-changing and evolving ways. This is the most fundamental requirement of an OHS.
It should be possible to display and specify the complete link address of any object in the global domain of the OHS. This human-readable description of the "address path" leading to the cited object should permit a transparent possibility for human understanding of the path including the possibility of reading, interpretation, and conceptually following the specification.
Embedded objects called links can point to any arbitrary object within the document, or within another document in a specified domain of documents. Links can be actuated by a user or an automatic process to "go see what is at the other end," or "bring the other-end object to this location," or "execute the process identified at the other end." These executable processes may control peripheral devices such as CD ROM, video-disk players, etc.
A structured, mixed-object document may be displayed in a window according to a flexible choice of viewing options. These could include selective level clipping (e.g., outline views), but also filtering by content, truncation or some algorithmic view that provides other portrayals of structure and/or object content perhaps incorporating new sequences or groupings of objects residing in other documents. Editing on structure or object content directly from such special views would be allowed whenever appropriate.
An integrated, general-purpose mail service enables a hyperdocument of any size to be disseminated to anyone in the knowledge community. Any embedded links are also faithfully transmitted and any recipient can then follow those links to their designated targets that may be in other mail items, in common-access files, or in "library" items subject, of course, to access controls.
Access to Journal documents is guaranteed when referenced by its catalog number, or "jumped to" with an appropriate link. Links within newly submitted hyperdocuments can cite any passages within prior documents. The back-link facility lets an online reader of a document detect and examine subsequent documents containing links citing that document.
Documents not integrated into an above online and interactive environment (e.g., hard-copy documents and other records otherwise external to the OHS) can be managed by employing the same "catalog system" used for hyperdocument libraries with a back-link service to indicate citations to these "offline" records from hyperdocument (and other) data bases. OHS users can find out what is being said about these "External Document" (XDoc) records in the hyperdocument world as well as access instructions.
A knowledge environment in an OHS includes Shared Files, Throw-Away Email, Journal/Library, and External Documents (XDOC). Documents in each of these four areas can have hyperlinks among themselves as appropriate to the retention level implied by their definition. (Thus citations to Journal items will always be valid while citations to Throw-Away Email are not guaranteed.)
Within a collaborating knowledge worker domain, there will be a population with a range of capability and experience performing an evolving and expanding array of functionality on varied hardware and software devices from an assortment of developers. These workers will have to be able to learn, discuss, and perform similar activities in this heterogeneous, interconnected system.
An formal abstraction of the user interface for the tools within the workshop permits collaboration while allowing differences between commercial offerings. This abstraction in the form of a Command Meta Language describes users' available operations (verbs) on classes of objects (nouns) in grammatical descriptions of tools.
Besides relaxing the troublesome need to make people conform to a standard look and feel, this approach has a very positive potential outcome in permitting evolution of interaction styles and expanded functionality while maintaining access to past functionality. So far, the evolution of popular graphical user interfaces has been heavily affected by the "easy to use" dictum. This has served well to facilitate wide acceptance, but it is quite unlikely that the road to truly high performance can effectively be traveled by people who are stuck with vehicular controls designed to be easy to use by a past generation.
As important classes of users develop larger and larger workshop vocabularies, and exercise greater process skills in employing them, they will undoubtedly begin to benefit from significant changes in look and feel. The above approach will provide open opportunity for that important aspect of our evolution toward truly high performance.
Remote distributed workers can view and manipulate the workplace environment of collaborators, as if they are sitting side-by-side, to review, draft, or modify a document, provide coaching or consulting, support meetings, and so on. Control of the application program (residing in the "showing" worker's environment) can be passed around freely among the participants.
A range of tools for teleconferencing, "chatting," and facilitating group decision making may be available in media ranging from text through audio and video. There should be provision for capturing these interactions for later examination and annotation and inclusion in the permanent knowledge workshop Journal.
For example, a CAD system's data base can have links from annotations/comments associated with a design object that point to relevant specifications, requirements, discussions, etc., in an associated OHS. Hyperdocuments in turn may point to objects within the CAD bases. During later study of some object within the CAD model, the back-link service could inform the CAD worker which hyperdocument passages cited that object.
Aimed at supporting the ongoing development of work-in-progress for individuals, teams, organizations, communities, whole nations...; integrating dialog records, intelligence collections, as well as knowledge products; accommodating dynamic contributions from broad diversity of participants - in real-time, concurrently and over time. See also scenarios of usage
Structured outlining and rearranging, easy reuse of existing material, easy link-creation and annotation to cite related work. Publish drafts for review (see Online Publishing below); reviewers comment via annotated links. Track what's been changed, by whom, when. Integrate and track concurrent contributions of many participants. Version control, management of document collections.
Draft of final document is submitted to the repository via email, automatically assigned document number, cataloged; email notification with link to document automatically issued to distribution list (if any). Can supersede, add to, reply to a document. Full access and version control, traceability, accountability, authentication.
Structured work breakdown, status reports, work flow all integral, structured and crosslinked for automated management reporting and perusal at any level of detail; can backtrack on events, revisit rationale, debrief; supports evolutionary customer-centered projects throughout life cycle with close coordination between designers, end-users, implementers
Structured source code, cross referencing between source, design, requirements, bug reports, user documentation; click on procedure name to access its source; OO structure semi-automatic; each line of code stamped with time/ID of last edit for filtered view (e.g. who last changed this part of the code, or show all statements edited since a certain date/time); see also Project Management and Continuous Improvement, Learning, Technology Transfer
Ref-1: The above requirements are an extension of Engelbart's 1992 Groupware paper "Toward High-Performance Organizations: A Strategic Role for Groupware," Douglas C. Engelbart, Proceedings of the GroupWare '92 Conference, San Jose, CA, August 3-5, 1992, Morgan Kaufmann Publishers. Reference sections titled "6 OHS For Generic CoDIAK Support" and "7 Four General Groupware Architectural Requirements" (AUGMENT,132811,7); refer to sections 1-5 for rationale.
Ref-2: ^ "Toward High-Performance Organizations: A Strategic Role for Groupware," Douglas C. Engelbart, Proceedings of the GroupWare '92 Conference, San Jose, CA, August 3-5, 1992, Morgan Kaufmann Publishers. Reference section titled "The CODIAK Process Supported by an OHS" (AUGMENT,132811,9)
Ref-3: ^ "Augmenting Human Intellect: A Conceptual Framework. Summary Report" Douglas C. Engelbart, AFOSR-3223 under Contract AF 49(638)-1024, SRI Project 3578 for Air Force Office of Scientific Research, Stanford Research Institute, Menlo Park, Ca., October 1962.