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About this Blog

As enterprise supply chains and consumer demand chains have beome globalized, they continue to inefficiently share information “one-up/one-down”. Profound "bullwhip effects" in the chains cause managers to scramble with inventory shortages and consumers attempting to understand product recalls, especially food safety recalls. Add to this the increasing usage of personal mobile devices by managers and consumers seeking real-time information about products, materials and ingredient sources. The popularity of mobile devices with consumers is inexorably tugging at enterprise IT departments to shifting to apps and services. But both consumer and enterprise data is a proprietary asset that must be selectively shared to be efficiently shared.

About Steve Holcombe

Unless otherwise noted, all content on this company blog site is authored by Steve Holcombe as President & CEO of Pardalis, Inc. More profile information: View Steve Holcombe's profile on LinkedIn

Follow @WholeChainCom™ at each of its online locations:

Entries in CPA (6)

Monday
Jan072013

The Roots of Common Point Authoring (CPA)

Common Point Authoring (CPA) is timely and relevant for amerliorating the fear factors revolving around data ownership. Those fears are multiplying from the every increasing usage of unique identification on the Internet as applied to both people (e.g., social security numbers) and products (e.g., unique electronic product numbers and RFID tags).

Q&A: What is an informational object?

Consider the electronic form of this document (the one you are reading right now) as an example of a informational object. Imagine that you are the author and owner of this informational object. Imagine that each paragraph of this object has a granular on/off switch that you control. Imagine being able to granularly control who sees which paragraph even as your informational object is electronically shared one-step, two-steps, three-steps, etc., down a supply chain with people or businesses you have never even heard of. Now further imagine being able to control the access to individual data elements within each of those paragraphs.

The methods for CPA were first envisioned in regards to transforming the authoring of paper-based material safety data sheets (MSDSs) in the chemical industry into a market-driven, electronic service provided by chemical manufacturers for their supply chain customers. You may think of MSDSs as a type of chemical pedigree document authored by chemical manufacturers and then handed down a multi-party supply chain as it follows the trading of the chemical.

At the time, we crunched some numbers and found that MSDSs offered as a globally accessible software service could be provided to downstream users for significantly less than what it cost them to handle paper MSDSs. But we further recognized that our business model for global software services wouldn’t work very well unless the fear factors revolving around MSDSs offered as a service were technologically addressed.

That is, we asked the question, “How can electronic information be granularly controlled by the original author (i.e., creator) as it is shared down a supply chain?”

When it comes to information sharing in multi-tenancies, the prior art (i.e., the prior patents and other published materials) to CPA at best refers to collaborative document editing systems where multiple parties share in the authoring of a single document. A good example of the prior art is found in a 1993 Xerox patent entitled 'Updating local copy of shared data in a collaborative system' (US Patent 5,220,657 - Xerox) covering:

“A multi-user collaborative system in which the contents as well as the current status of other user activity of a shared structured data object representing one or more related structured data objects in the form of data entries can be concurrently accessed by different users respectively at different workstations connected to a common link.”

By contrast, CPA's methods provide for the selective sharing of informational objects (and their respective data elements) without the necessity of any collaboration. More specifically, CPA provides the foundational methods for the creation and versioning of immutable data elements at a single location by an end-user (or a machine). Those data elements are accessible, linkable and otherwise usable with meta-data authorizations. This is especially important when it comes to overcoming the fear factors to the sharing of enterprise data, or allowing for the semantic search of enterprise data. To the right is a representation from Pardalis' parent patent, "Informational object authoring and distribution system" (US Patent 6,671,696), of a granular, author-controlled, structured informational object around which CPA's methods revolve.

That is, the critical means and functions of the Common Point Authoring™ system provide for user-centric authoring and registration of radically identified, immutable objects for further granular publication, by the choice of each author, among networked systems. The benefits of CPA include minimal, precise disclosures of personal and product identity data to networks fragmented by information silos and concerns over 'data ownership'.

When it comes to "electronic rights and transaction management", CPA's methods have further been distinguished from a significant patent held by Intertrust Technologies. See Methods for matching, selecting, narrowcasting, and/or classifying based on rights management and/or other information (US Patent 7,092,914 - Intertrust Technologies). By the way, in a 2004 announcement Microsoft Corp. agreed to take a comprehensive license to InterTrust's patent portfolio for a one-time payment of $440 million.

CPA's methods have been further distinguished worldwide from object-oriented, runtime efficiency IP held by these leaders in back-end, enterprise application integration: Method and system for network marshalling of interface pointers for remote procedure calls (US Patent 5,511,197 - Microsoft), Reuse of immutable objects during object creation (US Patent 6,438,560 - IBM), Method and software for processing data objects in business applications (US Patent 7,225,302 - SAP), and Method and system to protect electronic data objects from unauthorized access (US Patent 7,761,382 - Siemens).

For more information, see Pardalis' Global IP.

Tuesday
Nov062012

Pardalis announces issuance of fourth U.S. patent

November 6, 2012 — Pardalis, Inc. announced the issuance today of the following patent by the United States Patent & Trademark Office:

  • Common point authoring system for the complex sharing of hierarchically authored data objects in a distribution chain, U.S. Patent No. 8,307,000.

The issuance of this patent represents another milestone in the continued, global expansion of Pardalis' parent patent, U.S. Patent No. 6,671,696, and its continuation patents and related applications.

The Pardalis '696 patent was issued by the United States in 2003 and is entitled Informational object authoring and distribution system. Pardalis' 696 patent is the parent patent for the Common Point Authoring™ system. The prior art that Pardalis' patents have been distinguished from stretch back to the 1987 filing of Xerox's Updating local copy of shared data in a collaborative system (U.S. Patent 5,220,657), the 1995 publication of CrystalWeb--A distributed authoring environment for the World-Wide Web (Computer Networks and ISDN Systems), and the 1999 publication of DAPHNE--A tool for Distributed Web Authoring and Publishing (the American Society for Information Science).

"The underlying philosophy of the Common Point Authoring system is to provide people with as much granular control over their information and data experience as is possible," said Steve Holcombe, CEO, Pardalis Inc. "The irony is that in order to increase the flow of proprietary information in supply chains, more granular control over that information must be provided in information sharing systems of any kind. Pardalis' patents apply to authoring by either human participants, or the machines that they automatically program, of immutable informational objects describing the pedigree of uniquely identified products in supply chains."

The critical means and functions of the Common Point Authoring™ system are directed to a system in which an author can create data which is then fixed (immutable) and users can access that immutable data but cannot change it without the creator's permission. They provide for user-centric authoring and registration of uniquely identified, immutable objects for further granular publication, by the choice of each author, among networked systems. The benefits of CPA include minimal, precise disclosures of personal and product identity data to networks fragmented by information silos and concerns over 'data ownership' about products and their ingredients or components.

"There is increasing interest in the application of social networks to the enterprise," Holcombe said. "For instance the selective sharing of Google Plus is a strong step in the direction of providing more granular controls in information sharing. Salesforce.com has linked up with Facebook for targeted advertising delivery that will merge social and business-contact data. The Wikidata Project is creating a free knowledge base by first fixing data elements at a single location with authorizations that may be read and edited by humans and machines alike. All of these activities are pushing in the direction of providing more efficient market mechanisms for the sharing of proprietary information in the Cloud. The more granular the control over information, the greater the chances that information about products in global supply chains will be efficiently shared. The ramifications for global sustainability are tremendous."

Filings relevant to Pardalis' USPTO issued patents are being successfully pursued under the Patent Cooperation Treaty (PCT) in the following countries: Australia, Brazil, Canada, China (PRC), Europe, Hong Kong, India, Japan, Mexico and New Zealand.

About Pardalis, Inc.

Pardalis' Common Point Authoring™ system provides an object-oriented solution for introducing trust and provenance in web communications. For more information, see Pardalis' Global IP.

Tuesday
Mar012011

Real-time, supply chain test marketing of new product lines 

Assume that a retailer, a class of beef product pre-retailers (i.e., wholesalers, processors and vertically integrated operators), and a class of consumers are all multi-tenant members of a centralized personal data store for sharing supply chain information.

I gave an example of a multi-tenant Food Recall Data Bank in an earlier blog entitled Consortium seeks to holistically address food recalls. At the time I wrote this earlier blog I vacillated between calling it what I did, or calling it a VRM Data Bank. I refrained from calling it the latter because while the technology application is potentially very good for consumers (i.e., food recalls tied to point of sale purchases) it still felt too much like it was rooted in the world of CRM. For more about the VRM versus CRM debate see The Bullwhip Effect.

Below is a technology application whereby supply chain tenants may register their CPA informational objects with permissions and other instructions for how those objects may be minimally accessed, used and further shared by and to other supply chain participants. What one then has is what may more appropriately be called a VRM Data Tenancy System (VRM DTS).

So what can one do with this architecture? How can it get started in the marketplace of solutions? A reasonable beginning point is with real-time, supply chain test marketing of new food product lines. And by supply chain test marketing, I mean something clearly more than just consumer test marketing. What I am describing below is multi-directional, feedback loop for:

  1. test marketing a new consumer product line for the purpose of driving retail sales, and
  2. concurrently generating procurement and wholesale interest and support from pre-retailers.

Assume that a retailer has been receiving word of mouth consumer interest in a particular beef product class (e.g., "ethically raised" beef products). Assume that pre-retailers have heretofore not been all that interested in raising, processing or purchasing "ethically raised" meat products for wholesale.

An initial "test market" object is authored and registered by the retailer for polling consumer interest via asynchronous authoring by individual consumers of their store outlet preferences, likely beef product quantity purchases of the new product line per week, etc. This object is revealed to a consumer class via their tenancies in the VRM DTS. The object is concurrently revealed to a class of pre-retailers via their tenancies, too. Each consumer is anonymous to the other consumers, and anonymous to the pre-retailers. Each pre-retailer is anonymous to the other pre-retailers, and anonymous to the consumers. But each consumer, as is each pre-retailer, is nonetheless privy to the consumers' real-time poll and the pre-retailers' real-time poll. The retailer watches all, being privy to the actual identities of both consumers and pre-retailers, while at the same time the retailer’s customer and pre-retailer client lists remain anonymous.

With this kind of real-time sharing of information, one can begin to imagine a competitive atmosphere arising among the pre-retailers. Furthermore, there is no reason the retailer's object could be further authored by the retailer to solicit real-time offers from the pre-retailers to procure X quantities of the beef products for delivery to identified outlets of the retailer by dates certain, in the same specific beef product class, etc. And there's no reason the "test market" object could not be further used to finalize a procurement contract with one or more pre-retailers ...

... which at the moment of execution shares real-time, anonymized information over to consumers as to dates of delivery of X quantity of beef products at identified retail outlets.

The "test market" object could be further designed for the consumer class to asynchronously provide real-time feed-back to the retailer regarding their experiences with the purchased product, and to perhaps do so even back to the pre-retailers based upon GLNs and GTINs. Depending on the retailer's initial design of the "test market" object, this consumer feedback to pre-retailers may be anonymous or may specifically identify a branded product. And, because food safety regulators are seeking "whole chain" traceability solutions, the government can be well apprised with minimal but real-time disclosures.

The dynamic business model for employing a VRM DTS includes greater supply chain transparency (increased, ironically, with consumer and pre-retailer anonymity), food discount incentives, real-time visualizations, new data available for data mining, and new product outlets for pre-retailers who have not previously provided products to the retailer. Perhaps most significantly there is the identification by the retailer of best of breed pre-retailers and loyal, committed consumers via an “auction house” atmosphere ...

 

... created from the sharing of real-time, sometimes anonymous information, between and among the pre-retailers and consumers.

Thursday
Sep042008

Freebase Parallax and the Ownership Web

What's Right About the Semantic Web

What’s right about the Semantic Web is that its most highly funded visionaries have envisioned beyond a Web of documents to a ‘Data Web’. Here's an example: a Web of scalably integrated data employing object registries envisioned by Metaweb Technologies’ Danny Hillis and manifested in Freebase Parallax™, a competitive platform and application to both Google and Wikipedia.

2093760-1729103-thumbnail.jpg
Aristotle
Metaweb Technologies
is a San Francisco start-up developing and patenting technology for a semantic ‘Knowledge Web’ marketed as Freebase Parallax. Philosophically, Freebase Parallax is a substitute for a great tutor, like Aristotle was for Alexander. Using Freebase Parallax users do not modify existing web documents but instead annotate them. The annotations of Amazon.com are the closest example but Freebase Parallax further links the annotations so that the documents are more understandable and more findable. Annotations are also modifiable by their authors as better information becomes available to them. Metaweb characterizes its service as an open, collaboratively-edited database (like Wikipedia, the free encyclopedia) of cross-linked data but, as you will see in the video below, it is really very much a next generation competitor to both Google and Wikipedia.

The Intellectual Property Behind Freebase Parallax

2093760-1693914-thumbnail.jpgClick on the thumbnail image to the left and you will see in more detail what Hillis envisions. That is, a database represented as a labeled graph, where data objects are connected by labeled links to each other and to concept nodes. For example, a concept node for a particular category contains two subcategories that are linked via labeled links "belongs-to" and "related-to" with text and picture. An entity comprises another concept that is linked via labeled links "refers-to," "picture-of," "associated-with," and "describes" with Web page, picture, audio clip, and data. For further information about this intellectual property - entitled Knowledge Web - see the blogged entry US Patent App 20050086188: Knowledge Web (Hillis, Daniel W. et al).

Freebase Parallax Incarnate

In the following video let's look at how this intellectual property for Knowledge Web is actually being engineered and applied by Metaweb Technologies in the form of Freebase Parallax.


Freebase Parallax: A new way to browse and explore data from David Huynh on Vimeo.

The Semantic Web's Achilles Heel

You can hear it in the video. What Hillis and Metaweb Technologies well recognize is that as Freebase Parallax strives to become the premier knowledge source for the Web, it will need access to new, blue oceans of data. It must find a gateway into the closely-held, confidential and classified information that people consider to be their identity, that participants to complex supply chains consider to be confidential, and that governments classify as secret. That means that data ownership must be entered into the equation for the success of Freebase Parallax and the emerging Semantic Web in general.

Not that Hillis hasn't thought about data ownership. He has. You can see it in an interview conducted by his patent attorney and filed on December 21, 2001 in the provisional USPTO Patent Application 60/343,273:

Danny Hillis: "Here's another idea that's super simple. I've never seen it done. Maybe it's too simple. Let's go back to the terrorist version [of Knowledge Web]. There's a particular problem in the terrorist version that the information is, of course, highly classified .... Different people have some different needs to know about it and so on. What would be nice is if you ... asked for a piece of information. That you [want access to an] annotation that you know exists .... Let's say I've got a summary [of the annotation] that said,  'Osama bin Laden is traveling to Italy.' I'd like to know how do you know that. That's classified. Maybe I really have legitimate reasons for that. So what I'd like to do, is if I follow a link that I know exists to a classified thing, I'd like the same system that does that to automatically help me with the process of getting the clearance to access that material." [emphasis added]

What Hillis was tapping into just a few months after 9/11 is just as relevant to today's information sharing needs.

But bouncing around ideas about how we need data ownership is not the same as developing methods or designs to solve it. What Hillis non-provisionally filed, subsequent to his provisional application, was the Knowledge Web application. Because of its emphasis upon the statistical reliability of annotations, Knowledge web's IP is tailored made for the Semantic Web. But it is not designed for data ownership.

The Ownership Web

For the Semantic Web to reach its full potential, it must have access to more than just publicly available data sources. Only with the empowerment of technological data ownership in the hands of people, businesses, and governments will the Semantic Web make contact with a horizon of new, ‘blue ocean’ data.

Conceptually, the Ownership Web would be separate from the Semantic Web, though semantically connected as layer of distributed, enterprise-class web platforms residing in the Cloud.

Ownership%20Web.PNG

The Ownership Web would contain diverse registries of uniquely identified data elements for the direct authoring, and further registration, of uniquely identified data objects. Using these platforms people, businesses and governments would directly host the authoring, publication, sharing, control and tracking of the movement of their data objects.

The technological construct best suited for the dynamic of networked efficiency, scalability, granularity and trustworthy ownership is the data object in the form of an immutable, granularly identified, ‘informational’ object.

A marketing construct well suited to relying upon the trustworthiness of immutable, informational objects would be the 'data bank'.

Data Banking

Bank_Man%20and%20Money%20Supporting.PNG Traditional monetary banks meet the expectations of real people and real businesses in the real world.

People are comfortable and familiar with monetary banks. That’s a good thing because without people willingly depositing their money into banks, there would be no banking system as we know it. By comparison, we live in a world that is at once awash in on-demand information courtesy of the Internet, and at the same time the Internet is strangely impotent when it comes to information ownership.

In many respects the Internet is like the Wild West because there is no information web similar to our monetary banking system. No similar integrated system exists for precisely and efficiently delivering our medical records to a new physician, or for providing access to a health history of the specific animal slaughtered for that purchased steak. Nothing out there compares with how the banking system facilitates gasoline purchases.

If an analogy to the Wild West is apropos, then it is interesting to reflect upon the history of a bank like Wells Fargo, formed in 1852 in response to the California gold rush. Wells Fargo wasn’t just a monetary bank, it was also an express delivery company of its time for transporting gold, mail and valuables across the Wild West. While we are now accustomed to next morning, overnight delivery between the coasts, Wells Fargo captured the imagination of the nation by connecting San Francisco and the East coast with its Pony Express. As further described in Banking on Granular Information Ownership, today’s Web needs data banks that do for the on-going gold rush on information what Wells Fargo did for the Forty-niners.

Banks meet the expectations of their customers by providing them with security, yes, but also credibility, compensation, control, convenience, integration and verification. It is the dynamic, transactional combination of these that instills in customers the confidence that they continue to own their money even while it is in the hands of a third-party bank.

A data bank must do no less.

Ownership Web: What's Philosophically Needed

Money_Brazilian.PNG Where exactly is the sweet spot of data ownership?

In truth, it will probably vary depending upon what kind of data bank we are talking about. Data ownership will be one thing for personal health records, another for product supply chains, and yet another for government classified information. And that's just for starters because there will no doubt be niches within niches, each with their own interpretation of data ownership. But the philosophical essence of the Ownership Web that will cut across all of these data banks will be this:

  • That information must be treated either or both as a tangible, commercial product or banked, traceable money.

The trustworthiness of information is crucial. Users will not be drawn to data banks if the information they author, store, publish and access can be modified. That means that even the authors themselves must be proscribed from modifying their information once registered with the data bank. Their information must take on the immutable characteristic of tangible, traceable property. While the Semantic Web is about the statistical reliability of data, the Ownership Web is about the reliability of data, period.

Ownership Web: What's Technologically Needed

What is technologically required is a flexible, integrated architectural framework for information object authoring and distribution. One that easily adjusts to the definition of data ownership as it is variously defined by the data banks serving each social network, information supply chain, and product supply chain. Users will interface with one or more ‘data banks’ employing this architectural framework. But the lowest common denominator will be the trusted, immutable informational objects that are authored and, where the definition of data ownership permits, controllable and traceable by each data owner one-step, two-steps, three-steps, etc. after the initial share.

2093760-1700737-thumbnail.jpgClick on the thumbnail to the left for the key architectural features for such a data bank. They include a common registry of standardized data elements, a registry of immutable informational objects, a tracking/billing database and, of course, a membership database. This is the architecture for what may be called a Common Point Authoring™ system. Again, where the definition of data ownership permits, users will host their own 'accounts' within a data bank, and serve as their own 'network administrators'. What is made possible by this architectural design is a distributed Cloud of systems (i.e., data banks). The overall implementation would be based upon a massive number of user interfaces (via API’s, web browsers, etc.) interacting via the Internet between a large number of data banks overseeing their respective enterprise-class, object-oriented database systems.

2093760-1666391-thumbnail.jpgClick on the thumbnail to the right for an example of an informational object and its contents as authored, registered, distributed and maintained with data bank services. Each comprises a unique identifier that designates the informational object, as well as one or more data elements (including personal identification), each of which itself is identified by a corresponding unique identifier. The informational object will also contain other data, such as ontological formatting data, permissions data, and metadata. The actual data elements that are associated with a registered (and therefore immutable) informational object would be typically stored in the Registered Data Element Database (look back at 124 in the preceding thumbnail). That is, the actual data elements and are linked via the use of pointers, which comprise the data element unique identifiers or URIs. Granular portability is built in. For more information see the blogged entry US Patent 6,671,696: Informational object authoring and distribution system (Pardalis Inc.).

The Beginning of the Ownership Web

Common Point Authoring is going live this fall in the form of a data bank for cattle producers in the upper plains. Why the livestock industry? Because well-followed commentators like Dr. Kris Ringwall, Director of the Dickinson Research Extension Center for North Dakota State University, recognize that there are now two distinct products being produced along our nation's complex agricultural supply chains: (1) a traditional product, and (2) an informational product describing the pedigree of the traditional product.

The following excerpt is from a BeefTalk article, Do We Exist Only If Someone Else Knows We Exist?, recently authored by Dr. Ringwall.

BeefTalk_Do%20We%20Exist.PNG"The concept of data collection is knocking on the door of the beef industry, but the concept is not registering. In fact, there actually is a fairly large disconnect.

This is ironic because most, if not all, beef producers pride themselves on their understanding of the skills needed to master the production of beef. Today, there is another player simply called “data.”

The information associated with individual cattle is critical. Producers need to understand how livestock production is viewed ....

That distinction is not being made and the ramifications are lost revenue in the actual value of the calf and lost future opportunity. This is critical for the future of the beef business ...."

Ownership Web: Where It Will Begin

The Ownership Web will begin along complex product and service supply chains where information must be trustworthy, period. Statistical reliability is not enough. And, as I mentioned above, the Ownership Web will begin this fall along an agricultural supply chain which is among the most challenging of supply chains when it comes to information ownership. Stay tuned as the planks of the Ownership Web are nailed into place, one by one.

Tuesday
Jul152008

Cloud Computing: Billowing Toward Data Ownership - Part II

[Return to Part I]

Cloud Computing's Achilles Heel

2093760-1723750-thumbnail.jpg
Death of Achilles Peter Paul Rubens 1630-1635
The boom in the data center industry is building the Cloud where the conventional wisdom is that the software services of the Semantic Web will thrive. The expansion of the Cloud is believed to augur well that distributed data within the Cloud will come to substitute to some extent - perhaps substantially so - for data currently distributed outside of the Cloud. But the boom is being built upon a privacy paradigm employed by online companies that allows them to use Web cookies for collecting a wide variety of information about individual usage of the Internet. This assumption is the Cloud’s Achilles’ heel. It is an assumption that threatens to keep the Cloud from fully inflating beyond publicly available information sources.

I'm mulling over a more indepth discussion of Web cookies for a final Part III to this multi-part series. In the meantime the focus of today's blog is that a more likely consequence of the Cloud is that as people and businesses consider moving their computer storage and services into the Cloud, their direct technological control of information becomes more and more of a competitive driver.  As blogged in Part I, the online company that figures out ways of building privacy mechanisms into its compliance systems will be putting itself at a tremendous competitive advantage for attracting the services to operate in the Cloud. But puzzlement reigns as to how to connect the Cloud with new pools of the data (mostly non-artistic) that is private, confidential and classified.

Semantic Web: What’s Right About the Vision

What’s right about the Semantic Web is that its most highly funded visionaries have envisioned beyond a Web of documents to a ‘Data Web’. Here are two examples. A Web of scalably integrated data employing object registries envisioned by Metaweb Technologies’ Danny Hillis. A Web of granularly linked, ontologically defined, data objects envisioned by Radar Network’s Nova Spivack.

2093760-1693914-thumbnail.jpgClick on the thumbnail image to the left and you will see in more detail what Hillis envisions. That is, a database represented as a labeled graph, where data objects are connected by labeled links to each other and to concept nodes. For example, a concept node for a particular category contains two subcategories that are linked via labeled links "belongs-to" and "related-to" with text and picture. An entity comprises another concept that is linked via labeled links "refers-to," "picture-of," "associated-with," and "describes" with Web page, picture, audio clip, and data. For further information, see the blogged entry US Patent App 20050086188: Knowledge Web (Hillis, Daniel W. et al).

2093760-1660744-thumbnail.jpgClick on the thumbnail image to the right and you will see in more detail what Spivack envisions. That is, a picture of a Data Record with an ID and fields connected in one direction to ontological definitions in another direction to other similarly constructed data records with there own fields connected in one direction to ontological definitions, etc. These data records - or semantic web data - are nothing less than self-describing, structured data objects that are atomically (i.e., granularly) connected by URIs. For more information, see the blogged entry, US Patent App 20040158455: Methods and systems for managing entities in a computing device using semantic objects (Radar Networks).

Furthermore, Hillis and Spivack have studied the weaknesses of relational database architecture when applied to globally diverse users who are authoring, storing and sharing massive amounts of data, and they have correctly staked the future of their companies on object-oriented architecture. See, e.g., the blogged entries, Efficient monitoring of objects in object-oriented database system which interacts cooperatively with client programs and Advantages of object oriented databases over relational databases. They both define the Semantic Web as empowering people across the globe to collaborate toward the building of bigger, and more statistically reliable, observations about things, concepts and relationships.

2093760-1595453-thumbnail.jpgClick on the thumbnail to the left for a screen shot of a visualization and interaction experiment produced by Moritz Stefaner for his 2007 master's thesis, Visual tools for the socio–semantic web. See the blogged entry, Elastic Tag Mapping and Data Ownership. Stefaner posits what Hillis and Spivack would no doubt agree with - that the explosive growth of possibilities for information access and publishing fundamentally changes our way of interaction with data, information and knowledge. There is a recognized acceleration of information diffusion, and an increasing process of granularizing information into micro–content. There is a shift towards larger and larger populations of people producing and sharing information, along with an increasing specialization of topics, interests and the according social niches. All of this appears to be leading to a massive growth of space within the Cloud for action, expression and attention available to every single individual.

Semantic Web: What’s Missing from the Vision

Clouds_Missing%20From.PNG Continuing to use Hillis and Spivack as proxies, these two visionaries of the Semantic Web assume that data - all data - will be made available as an open source. Neither of them have a ready answer for the very simple question that Steve Innskeep asks above (in Part I of this two-part blog entry).

Inskeep: "Is somebody who runs a business, who used to have a filing cabinet in a filing room, and then had computer files and computer databases, really going to be able or want to take the risk of shipping all their files out to some random computer they don't even know where it is and paying to rent storage that way?"

Sir Tim Berners-Lee, the widely recognized inventor of the Web, and Director of the W3C, is every bit as perplexed about data ownership. In Data Portability, Traceability and Data Ownership - Part IV I referenced a recent interview excerpt from March, 2008, initiated by interviewer Paul Miller of ZDNet, in which Berners-Lee does acknowledge data ownership fear factors.

Miller: “You talked a little bit about people's concerns … with loss of control or loss of credibility, or loss of visibility. Are those concerns justified or is it simply an outmoded way of looking at how you appear on the Web?”

Berners-Lee: “I think that both are true. In a way it is reasonable to worry in an organization … You own that data, you are worried that if it is exposed, people will start criticizing [you] ….

So, there are some organizations where if you do just sort of naively expose data, society doesn't work very well and you have to be careful to watch your backside. But, on the other hand, if that is the case, there is a problem. [T]he Semantic Web is about integration, it is like getting power when you use the data, it is giving people in the company the ability to do queries across the huge amounts of data the company has.

And if a company doesn't do that, then, it will be seriously disadvantaged competitively. If a company has got this feeling where people don't want other people in the company to know what is going on, then, it has already got a problem ….

(emphasis added)

In other words, 'do the right thing', collegially share your data and everything will be OK. If only the real world worked that way, then Berners-Lee would be spot on. In the meantime, there is a ready answer.

Ownership Web

Cloud%20Over%20Ocean.PNGThe ready answer is an Ownership Web concurrently rising alongside, and complimentary to, the emerging Semantic Web.

For the Semantic Web to reach its full potential in the Cloud, it must have access to more than just publicly available data sources. It must find a gateway into the closely-held, confidential and classified information that people consider to be their identity, that participants to complex supply chains consider to be confidential, and that governments classify as secret. Only with the empowerment of technological ‘data ownership’ in the hands of people, businesses, and governments will the Semantic Cloud make contact with a horizon of new, ‘blue ocean’ data.

The Ownership Web would be separate from the Semantic Web, though semantically connected as layer of distributed, enterprise-class web platforms residing in the Cloud.

Ownership%20Web.PNG

The Ownership Web would contain diverse registries of uniquely identified data elements for the direct authoring, and further registration, of uniquely identified data objects. Using these platforms people, businesses and governments would directly host the authoring, publication, sharing, control and tracking of the movement of their data objects.

The technological construct best suited for the dynamic of networked efficiency, scalability, granularity and trustworthy ownership is the data object in the form of an immutable, granularly identified, ‘informational’ object.

A marketing construct well suited to relying upon the trustworthiness of immutable, informational objects would be the 'data bank'.

Data Banking

Bank_Man%20and%20Money%20Supporting.PNG Traditional monetary banks meet the expectations of real people and real businesses in the real world.

As blogged in Part I ... 

People are comfortable and familiar with monetary banks. That’s a good thing because without people willingly depositing their money into banks, there would be no banking system as we know it. By comparison, we live in a world that is at once awash in on-demand information courtesy of the Internet, and at the same time the Internet is strangely impotent when it comes to information ownership.

In many respects the Internet is like the Wild West because there is no information web similar to our monetary banking system. No similar integrated system exists for precisely and efficiently delivering our medical records to a new physician, or for providing access to a health history of the specific animal slaughtered for that purchased steak. Nothing out there compares with how the banking system facilitates gasoline purchases.

If an analogy to the Wild West is apropos, then it is interesting to reflect upon the history of a bank like Wells Fargo, formed in 1852 in response to the California gold rush. Wells Fargo wasn’t just a monetary bank, it was also an express delivery company of its time for transporting gold, mail and valuables across the Wild West. While we are now accustomed to next morning, overnight delivery between the coasts, Wells Fargo captured the imagination of the nation by connecting San Francisco and the East coast with its Pony Express. As further described in Banking on Granular Information Ownership, today’s Web needs data banks that do for the on-going gold rush on information what Wells Fargo did for the Forty-niners.

Banks meet the expectations of their customers by providing them with security, yes, but also credibility, compensation, control, convenience, integration and verification. It is the dynamic, transactional combination of these that instills in customers the confidence that they continue to own their money even while it is in the hands of a third-party bank.

A data bank must do no less.

Ownership Web: What's Philosophically Needed

Money_Brazilian.PNG Where exactly is the sweet spot of data ownership?

In truth, it will probably vary depending upon what kind of data bank we are talking about. Data ownership will be one thing for personal health records, another for product supply chains, and yet another for government classified information. And that's just for starters because there will no doubt be niches within niches, each with their own interpretation of data ownership. But the philosophical essence of the Ownership Web that will cut across all of these data banks will be this:

  • That information must be treated either or both as a tangible, commercial product or banked, traceable money.

The trustworthiness of information is crucial. Users will not be drawn to data banks if the information they author, store, publish and access can be modified. That means that even the authors themselves must be proscribed from modifying their information once registered with the data bank. Their information must take on the immutable characteristic of tangible, traceable property. While the Semantic Web is about the statistical reliability of data, the Ownership Web is about the reliability of data, period.

Ownership Web: What's Technologically Needed

What is technologically required is a flexible, integrated architectural framework for information object authoring and distribution. One that easily adjusts to the definition of data ownership as it is variously defined by the data banks serving each social network, information supply chain, and product supply chain. Users will interface with one or more ‘data banks’ employing this architectural framework. But the lowest common denominator will be the trusted, immutable informational objects that are authored and, where the definition of data ownership permits, controllable and traceable by each data owner one-step, two-steps, three-steps, etc. after the initial share.

2093760-1700737-thumbnail.jpgClick on the thumbnail to the left for the key architectural features for such a data bank. They include a common registry of standardized data elements, a registry of immutable informational objects, a tracking/billing database and, of course, a membership database. This is the architecture for what may be called a Common Point Authoring™ system. Again, where the definition of data ownership permits, users will host their own 'accounts' within a data bank, and serve as their own 'network administrators'. What is made possible by this architectural design is a distributed Cloud of systems (i.e., data banks). The overall implementation would be based upon a massive number of user interfaces (via API’s, web browsers, etc.) interacting via the Internet between a large number of data banks overseeing their respective enterprise-class, object-oriented database systems.

2093760-1666391-thumbnail.jpgClick on the thumbnail to the right for an example of an informational object and its contents as authored, registered, distributed and maintained with data bank services. Each comprises a unique identifier that designates the informational object, as well as one or more data elements (including personal identification), each of which itself is identified by a corresponding unique identifier. The informational object will also contain other data, such as ontological formatting data, permissions data, and metadata. The actual data elements that are associated with a registered (and therefore immutable) informational object would be typically stored in the Registered Data Element Database (look back at 124 in the preceding thumbnail). That is, the actual data elements and are linked via the use of pointers, which comprise the data element unique identifiers or URIs. Granular portability is built in. For more information see the blogged entry US Patent 6,671,696: Informational object authoring and distribution system (Pardalis Inc.).

Ownership Web: Where Will It Begin?

2093760-1729103-thumbnail.jpg
Aristotle
Metaweb Technologies
is a pre-revenue, San Francisco start-up developing and patenting technology for a semantic ‘Knowledge Web’ marketed as Freebase™. Philosophically, Freebase is a substitute for a great tutor, like Aristotle was for Alexander. Using Freebase users do not modify existing web documents but instead annotate them. The annotations of Amazon.com are the closest example but Freebase further links the annotations so that the documents are more understandable and more findable. Annotations are also modifiable by their authors as better information becomes available to them. Metaweb characterizes its service as an open, collaboratively-edited database (like Wikipedia, the free encyclopedia) of cross-linked data but it is really very much a next generation competitor to Google.

Not that Hillis hasn't thought about data ownership. He has. You can see it in an interview conducted by his patent attorney and filed on December 21, 2001 in the provisional USPTO Patent Application 60/343,273:

Danny Hillis: "Here's another idea that's super simple. I've never seen it done. Maybe it's too simple. Let's go back to the terrorist version [of Knowledge Web]. There's a particular problem in the terrorist version that the information is, of course, highly classified .... Different people have some different needs to know about it and so on. What would be nice is if you ... asked for a piece of information. That you [want access to an] annotation that you know exists .... Let's say I've got a summary [of the annotation] that said,  'Osama bin Laden is traveling to Italy.' I'd like to know how do you know that. That's classified. Maybe I really have legitimate reasons for that. So what I'd like to do, is if I follow a link that I know exists to a classified thing, I'd like the same system that does that to automatically help me with the process of getting the clearance to access that material." [emphasis added]

What Hillis was tapping into just a few months after 9/11 is just as relevant to today's information sharing needs.

In the War on Terror the world is still wrestling with classified information exchange between governments, between agencies within governments, and even between the individuals making up the agencies themselves. Fear factors revolving around data ownership – not legal ownership, but technological ownership – create significant frictions to information sharing throughout these Byzantine information supply chains.

Fear%20Factors_Woman%20Fretting.PNGSomething similar is happening within the global healthcare system. It's a complex supply chain in which the essential product is the health of the patients themselves. People want to share their entire personal health records with a personal physician but only share granular parts of it with an impersonal insurance company. ‘Fear factors’ are keeping people from becoming comfortable with posting their personal health information into online accounts despite the advent of Microsoft HealthVault and Google Health.

And then, in this era of both de facto and de jure deregulation, there are the international product supply chains providing dangerous toys and potential ‘mad cow’ meat products to unsuspecting consumers. Unscrupulous supply chain participants will always hide in the ‘fog’ of their supply chains. The manufacturers of safe products want to differentiate themselves from the manufacturers of unsafe products. But, again, fear factors keep the good manufacturers from posting information online that may put them at a competitive disadvantage to downstream competitors.

I'm painting a large picture here but what Hillis is talking about is not limited to the bureaucratic ownership of data but to matching up his Knowledge Web with another system - like the Ownership Web - for automatically working out the data ownership issues.

But bouncing around ideas about how we need data ownership is not the same as developing methods or designs to solve it. What Hillis non-provisionally filed, subsequent to his provisional application, was the Knowledge Web (aka Freebase) application. Because of its emphasis upon the statistical reliability of annotations, Knowledge web's IP is tailored made for the Semantic Web.  See the blogged entry US Patent App 20050086188: Knowledge Web (Hillis, Daniel W. et al). And because the conventional wisdom within Silicon Valley is that the Semantic Web is about to emerge, Metaweb is being funded like it is “the next big thing”. Metaweb’s Series B raised $42.4M more in January, 2008. What Hillis well recognizes is that as Freebase strives to become the premier knowledge source for the Web, it will need access to new, blue oceans of data residing within the Ownership Web.

2093760-1660740-thumbnail.jpgRadar Networks may be the “next, next big thing”. Also a pre-revenue San Francisco start-up, its bankable founder, Nova Spivack, has gone out of his way to state that his product Twine™ is more like a semantic Facebook while Metaweb’s Freebase is more like a semantic Wikipedia. Twine employs W3C standards in a community-driven, bottom up process, from which mappings are created to infer a higher resolution (see thumbnail to the right) of semantic equivalences or connections among and between the data inputted by social networkers. Again, this data is modifiable by the authors as better information becomes available to them. Twine holds four pending U.S. patent applications though none of these applications. See the blogged entry US Patent App 20040158455:  Methods and systems for managing entities in a computing device using semantic objects (Radar Networks). Twine’s Series B raised $15M-$20M in February, 2008 following on the heels of Metaweb's latest round. Twine’s approach in its systems and its IP is to emphasize perhaps a higher resolution Web than that of MetaWeb. Twine and the Ownership Web should be especially complimentary to each other in regard to object granularity. You can see this, back above, in the comparative resemblance between the thumbnail image of Spivack's Data Record ID object with the thumbnail image of Pardalis' Informational Object. Nonetheless, the IP supportive of Twine, like that Hillis' Knowledge Web, places a strong emphasis upon the statistical reliability of information. Twine's IP is tailored made for the Semantic Web.

Dossia is a private consortium pursuing the development of a national, personally controlled health record (PCHR) system. Dossia is also governed by very large organizations like AT&T, BP America, Cardinal Health, Intel, Pitney Bowes and Wal-Mart. In September, 2007, Dossia outsourced development to the IndivoHealth™ PCHR system. IndivoHealth, funded from public and private health grants, shares Pardalis' philosophy that "consumers are managing bank accounts, investments, and purchases online, and … they will expect this level of control to be extended to online medical portfolios." IndivoHealth empowers patients with direct access to their centralized electronic medical records via the Web.

But given the current industry needs for a generic storage model, the IndivoHealth medical records, though wrapped in an XML structure (see the next paragraph), are essentially still just paper documents in electronic format. IndivoHealth falls far short of empowering patients with the kind of control that people intuitively recognize as ‘ownership’. See US Patent Application 20040199765 entitled System and method for providing personal control of access to confidential records over a public network in which access privileges include "reading, creating, modifying, annotating, and deleting." And it reasonably follows that this is one reason why personal health record initiatives like those of not just Dossia, but also Microsoft’s HealthVault™ and GoogleHealth™, are not tipping the balance. For Microsoft and Google another reason is that they so far have not been able to think themselves out of the silos of the current privacy paradigm. The Ownership Web is highly disruptive of the prevailing privacy paradigm because it empowers individuals with direct control over their radically standardized, immutable data.

World Wide Web Consortium (W3C) is the main international standards organization for the World Wide Web. W3C is headed by Sir Tim Berners-Lee, creator of the first web browser and the primary originator of the Web specifications for URL, HTTP and HTML. These are the principal technologies that form the basis of the World Wide Web. W3C has further developed standards for XML, SPARQL, RDF, URI, OWL, and GRDDL with the intention of facilitating the Semantic Web. While Berners-Lee has described in his own words (above) his perplexity about data ownership, nonetheless, the data object standards created by the W3C should be more than friendly to an Ownership Web employing object-oriented architecture. Surely, in Common Point Authoring™ will be found many of the ‘best of breed’ standards for an Ownership Web that is most complimentary to the emerging Semantic Web.

2093760-1723853-thumbnail.jpgEPCglobal is a private, standards setting consortium governed by very large organizations like Cisco Systems, Wal-Mart, Hewlett-Packard, DHL, Dow Chemical Company, Lockheed Martin, Novartis Pharma AG, Johnson & Johnson, Sony Corporation and Proctor & Gamble. EPCglobal is architecting essential, core services (see EPCglobal's Architectural Framework in the thumbnail to the right) for tracking physical products identified by unique electronic product codes (including RFID tags) across and within enterprise-scale, relational database systems controlled by large organizations.

Though it would be a natural extension to do so, EPCglobal has yet to envision providing its large organizations (and small businesses, individual supply chain participants and even consumers) with the ability to independently author, track, control and discover granularly identified informational products. See the blogged entry EPCglobal & Prescription Drug Tracking. It is not difficult to imagine that the Semantic Web, without a complimentary Ownership Web, would frankly be abhorrent to EPCglobal and its member organizations. For the Semantic Web to have any reasonable chance of connecting itself into global product and service supply chains, it must work through the Ownership Web.

Ownership Web: Where It Will Begin

The Ownership Web will begin along complex product and service supply chains where information must be trustworthy, period. Statistical reliability is not enough. And, in fact, the Ownership Web is beginning to form along the most dysfunctional of information supply chains. But that's for discussion in later blogs, as the planks of the Ownership Web are nailed into place, one by one.


[This concludes Part II of a three part series. On to Part III.]