Peggy Sutherland of Long Island Science (formerly of Brookhaven National Laboratory) suggests using an elaborated computerised record system to keep track of institutional motivations, promises, justifications and their champions, reasons legal and otherwise for the various ways and rules governing the conduct of business, retention and destruction of records, etc.
See http://www.longislandscience.com/study-integratingops.html. Also see (file:///D:\Google Drive\peggy sutherland)
Michael Rasmussen, 2 October 2020, Next-Generation Policy Management: Collaborative Accountability
https://www.linkedin.com/pulse/next-generation-policy-management-collaborative-michael-rasmussen
The GRC Pundit, 5 July 2011, Accountability in Policy Management
http://grc2020.com/2011/07/05/28accountability-in-policy-management/
The GRC Pundit, 15 February 2010, Defining a Policy Management Lifecycle
https://grc2020.com/2010/02/15/98defining-a-policy-management-lifecycle/
Michael Rasmussen [GRC Pundit], 10 February 2010, Policies, Done Right, Articulate Culture
https://inba.info/policies-done-right-articulate-culture_576cf3cab6d87fc3918b49a9.html
Michael Rasmussen, 7 August 2006, Overcoming Risk And Compliance Myopia
http://logic.stanford.edu/poem/externalpapers/grcdoc.pdf
Rasmussen, November 2010, Collaborative Accountability in Policy Management: Effectively Managing Policies Across the Enterprise
On Thu, Jul 20, 2017 at 1:24 AM Peggy C Sutherland <pegs@longislandscience.com> wrote:
Hi Scott.
I am sorry it took me so long to get back to you. It has not been for lack of interest -- I am intrigued at connecting my ideas with yours. Your slides have made their way from my kitchen table, the family room, the living room, my bedside table... LOL
I also got reacquainted with Rasmussen’s stuff. Although my work and his share some organizational development space, I might have overestimated its relevance.
Can you and I talk/skype sometime?
Peg
From: Peggy C Sutherland [mailto:pegs@longislandscience.com]
Sent: Thursday, June 01, 2017 6:41 PM
To: 'SandP8' <sandp8@gmail.com>
Subject: RE: FW: “energy performance gap”
Hi Scott, I don’t have anything like an abstract or paper. I do think that some concepts that I implement are described by Michael Rasmussen already. Are you familiar with his stuff? He and I differ on terminology (e.g., his use of the word ‘policy’), and the relative importance of certain elements of compliance management.
Also, I’m not sure I have seen anything from him that clearly demonstrates an implementation system like mine (attached). I’m going to read his documents over again, and read your slides. Hope this helps. Catch up with you soon.
________________________________________________________________
Rasmussen, Michael. “Defining a Policy Management Lifecycle,” February 15, 2010
Rasmussen. “Collaborative Accountability in Policy Management: Effectively Managing
Policies Across the Enterprise,” November 2010
Materials provided by the Open Compliance and Ethics Group
Rasmussen. “Accountability in Policy Management,” July 5, 2011
http://www.longislandscience.com/study-integratingops.html - A key page on my company web site.
From: Sutherland, Peggy [mailto:Peggy.Sutherland@suffolkcountyny.gov]
Sent: Wednesday, May 31, 2017 12:34 PM
To: SandP8 <sandp8@gmail.com>
Subject: RE: FW: “energy performance gap”
Hi Scott, Thanks for the slides. This is giving me a lot to think about.
I’ll have to get back to you about content after work. The content I have would be related to my company and I can’t do that from my day job site, due to ethics. I don’t have my notes either -- I believe we talked about measuring compliance, but did not get very far. I would be interested in exploring it further with you.
Peg
From: SandP8 [mailto:sandp8@gmail.com]
Sent: Wednesday, May 31, 2017 11:28 AM
To: Sutherland, Peggy
Subject: Re: FW: “energy performance gap”
Thanks.
You and your topic to track and govern the development history of institutions have come up in conversations with colleagues. Do you have a short paper, even an abstract--or better yet a website--describing your ideas?
If it might be useful, I'd be interested in collaborating with you on it in some way if you would be interested in that. I'm away from my notes, and don't remember whether we talked about this before, but I would think that there would be an intrinsic need to handle and perhaps project uncertainty and also to measure compliance.
I attach a recent talk about assessing compliance. The five slides after the abstract were added in response to discussions that took place at the meeting (on "risk governance for new and emerging technologies") before the talk was delivered.
Cheers,
Scott
On Tue, May 30, 2017 at 8:05 PM, Sutherland, Peggy <Peggy.Sutherland@suffolkcountyny.gov> wrote:
I knew your plans, but did not know when it would happen. Congratulations!!!
Funny ... I am not an engineer but I am in facilities engineering. Lol
Peg
On May 30, 2017 7:45 PM, SandP8 <sandp8@gmail.com> wrote:
Thanks for the link. Maybe we could discuss it by Skype sometime.
Campus? Did I not tell you that I have moved to the University of Liverpool in England? I'll be the new director of the risk institute there. I'm not an engineer but I'm in the civil e. department. In Florida this week though.
Best,
Scott
On May 30, 2017 11:15 AM, "Sutherland, Peggy" <Peggy.Sutherland@suffolkcountyny.gov> wrote:
Hi Scott. Hope all is well. I will be on campus occasionally this summer, so if you have time to chat, let me know and I’ll stop by.
I thought you might be interested in the content below. Where I am, I think there are political challenges when models give results that people want to see (e.g., overoptimistic ROIs).
Study: The building performance gap: Are modellers literate?
Peggy C Sutherland
Sr Energy Coordinator
Suffolk County Department of Public Works
Facilities Engineering Division
Peggy.Sutherland@suffolkcountyny.gov
Peg:
Sorry for the delay in response. There's no one home here either, but for entirely different reasons.
I see that you didn't get the PDF file. I've altered it to make it a lot smaller. That your email was missing the attachment was not entirely my failing per se however. I believe there was an actual problem with the computer. It is still wigging out now.
I am amazed to learn that you developed / worked on the APS style. I've used it many times! (Wrote my dissertation in LaTeX, but I wrote my own parser/formatter for references, long before Bib, or Mandalay or whatever it is now.)
We should have a mini convention on a markup language for scientific argumentation and discourse. I suppose I should find out whether people have already tried to do this. Maybe we could have a virtual meeting on Github or something like that.
No word yet on the student. Whether he is successful in getting his funding or not, I should try to keep in touch with him though. I would like you (and me) to meet him to discuss this idea and what it might become.
Cheers,
Scott
-----Original Message-----
From: Peggy C Sutherland [mailto:pegs@longislandscience.com]
Sent: 25 February 2020 9:03 PM
To: Ferson,Scott <Scott.Ferson@liverpool.ac.uk>
Cc: peggys@optonline.net; 'SandP8' <sandp8@gmail.com>
Subject: Re: hey
> Dear Scott,
It was great to get your email! I'm sure you were wondering by my delayed response whether the email address was still good. Long Island Science still has the lights on, but no one is home. That is to say, I am not in my office regularly and I don't regularly monitor the email address, except to review hits on contract searches. Pivoting my company to energy has not been successful. Another story for another day. Please use peggys@optonline.net to reach me in the future. Can you resend the Statshow presentation to that address? The interface for this email box is just awful.
Although i don't know much about engineering inspection records, what I do know I have learned in the past three years: I've been working conventionally on energy data in the Facilities Engineering Division at Suffolk County. I see the architects and the engineers frustrated with the inferior design drawings that come back from contractors - omission of important structural information or measurements, for example. Is that the kind of markup that your student would be working with?
Love the ideas about markup. I'm not familiar with Script. About the time you were writing your story, I was also working on markup ideas! I was at the American Institute of Physics and American Physical Society in the 80s, experimenting with different ideas in database publishing and author composition tools shortly after we moved off typewriter composition for Physical Review. There was no web, and no HTML, but there was SGML and TeX, and Leslie Lamport's LaTex - which had tags to describe both content elements (title, abstract, bibliography) and formatting (point size, placement, font). I developed an author toolbox, to teach authors how to tag files which could be printed for peer review and could also be printed in Phys Rev page style. Our main composition tool was Unix troff and tbl tags, which handled only formatting. The content tags were used mostly to define output format styles, but we also used them to store content in databases for reuse (book of abstracts, e.g.)
Seems like a lifetime ago for me! But I recently found there is a Wiki page for my toolbox (RevTex), and was pleased RevTeX has endured. I will check out the link you provided. And I will reach out to friends who are still very active in scientific publishing arena at the American Physical Society to see what they are working on.
Sincerely,
Peg
> Dear Peggy:
>
> I hope this email for you is still good. It has been a very long
> indeed since I dropped the ball on our email. Totally, my bad. The
> professor's life here is more like that of a harried waitress than the
> distinguished, tweed-jacketed stereotype I had imagined.
>
> I think of you every time the issue comes up, but usually forget my
> impulse to email you if I sleep, eat, drink or pray in the interim.
> My organisation is a push-pop stack, but I never get a chance to pop
> anything. Very frustrating.
>
> (Sorry for this long email. Obviously it is born in displacement
> behaviour for some other deadline.)
>
> Your idea of using an elaborated computerised record system to keep
> track of institutional motivations, promises, justifications and their
> champions, reasons legal and otherwise for the various ways and rules
> governing the conduct of business is still enamoring and challenging
> for me.
>
> Some recent discussions with a prospective PhD student about text
> analytics and natural language processing has re-sparked my interest.
> He is focused on using them to analyse and categorise engineering
> inspection records (which his company has boatloads of). He describes
> these pieces of his puzzle:
>
>
> 2. Analysis and categorisation of inspection records
>
> * Use of Text Analytics and Natural Language Processing techniques to
> understand contents of datasets
> * (Probably) based on clustering algorithms and weakly/unsupervised
> deep learning Neutral Networ
>
> 3. Extraction of useful knowledge from inspection records
>
> * Test hypotheses, identify patterns and extract useful knowledge from
> the datasets (i.e. confirm the significance and
> relationships/correlations of the features, events and processes that
> the literature review identified as influencing the system integrity)
> * Potentially combine 'black box' neural methods with domain knowledge
>
> 4. Application of knowledge to engineering design and management
> contexts to support decision-making
>
> * Refine the methodology to include uncertainty quantification to show
> the limits/boundaries of the knowledge
> * Apply to industrial examples
> * Develop tool/methodology/framework (depends on successful research
> outcome)
>
> Not sure whether I ever mentioned our old idea Statshow (attached).
> We never could get funding to realise it, but I always thought it was
> a good idea. It seems quite similar in spirit to your idea, don't you think?
>
> Another thing we might discuss sometime is developing a markup
> language for report writing that will facilitate projects like his and
> yours. I wrote a science fiction short story in college (ages before
> HTML or Wikipedia--was it forty years ago?) about a document analyser
> called DAV that could read arbirary documents and text files and
> answer questions about them posed by a human. It seemed to me at the
> time--and I still think--that such a functionality could be realised in our world.
>
> The idea is that, if a writer would be willing to invest a little bit
> of extra effort in composing such documents one could radically
> improve their utility to would-be readers, or rather in this case to
> people who don't have time to read but need to understand the
> arguments, evidence and reasoning in a text.
>
> The idea was a riff on document markup languages like Script or the
> better instincts of word processors. Recall that the earliest form of
> text markup was to insert (hard-coded) formatting such as italics,
> boldface, and spacing in the text. Then came document markup which
> identified the structural elements of the document, like the title,
> headers, ordered and unordered lists, text to be emphasised, etc.
> Then the user might decide what format to use to render these
> elements, although this idea has fallen out of favour because writers
> tend to care very much about how there pieces look, and not only about
> what they say. Nobody really uses Script anymore, and HTML has mostly
> fallen back into text formatting rather than document markup. Modern
> HTML almost total abdicates those better instincts.
>
> If you go one step beyond marking up document structure to marking up
> document semantics and agumentation, a computer could read (without
> conscious understanding perhaps) a text and understand its main point,
> ancillary points, subplots, arguments, lines of evidence, the evidence
> itself, its sources and provenance, definitions, examples and
> counterexamples,
>
> This markup would allow computers to fish up answers to questions such
> as
>
> * why?
> * so what?
> * what makes you think so?
> * how do you know?
> * what is the best estimate?
> * what is the uncertainty on that?
> * where is the data?
> * who said so?
> * what does the stasticial analysis say?
> and to cobble together answers far more relevant than are really
> possible with search-based schemes alone.
>
> You can't expect a busy person to read an abstract; it needs to be
> digested for them. I think software can do this if the authors helps
> a bit. I even developed a program in the computer language Logo that
> would do this. (I think it is in my vertical files somewhere.) Why
> questions could be answers by a variety of markup tags, and those
> where handled in a priority scheme. When it ran out of specially
> inserted markings, it would try to parse the sentences to find
> 'because' clauses and other text fragments that might be explanations suitable as answers.
>
> The markup language could identify particular fragments of text or
> parts of a document, or just areas or starting points of them. The
> markups work much like they do for automatically creating document
> indexes. You could even ask the software whether there is anything
> else in the document important that you hadn't yet seen.
>
> The next step of document markup would of course address automatic
> document markup, but that would entail some real AI or at least some
> serious natural language processing at an intermediate level.
> Recognising the structure of arguments and evidence without
> necessarily noticing what's inside. It would be at the level of a
> secretary or copyeditor who can see the structure of the text possibly
> without following or being able to critique that text.
>
> I set up a website at https://sites.google.com/site/davmarkup/home to
> facilitate further discussion and maybe collaboration. Does that seem
> interesting at all to you?
>
> Best regards,
> Scott
>
>
>
> On Thu, Jul 20, 2017 at 1:24 AM Peggy C Sutherland
> <pegs@longislandscience.com<mailto:pegs@longislandscience.com>> wrote:
> Hi Scott.
>
> I am sorry it took me so long to get back to you. It has not been for
> lack of interest -- I am intrigued at connecting my ideas with yours.
> Your slides have made their way from my kitchen table, the family
> room, the living room, my bedside table... LOL
>
> I also got reacquainted with Rasmussen's stuff. Although my work and
> his share some organizational development space, I might have
> overestimated its relevance.
>
> Can you and I talk/skype sometime?
>
> Peg
>
>
>
> From: Peggy C Sutherland
> [mailto:pegs@longislandscience.com<mailto:pegs@longislandscience.com>]
> Sent: Thursday, June 01, 2017 6:41 PM
> To: 'SandP8' <sandp8@gmail.com<mailto:sandp8@gmail.com>>
> Subject: RE: FW: "energy performance gap"
>
> Hi Scott, I don't have anything like an abstract or paper. I do think
> that some concepts that I implement are described by Michael Rasmussen already.
> Are you familiar with his stuff? He and I differ on terminology
> (e.g., his use of the word 'policy'), and the relative importance of
> certain elements of compliance management.
>
> Also, I'm not sure I have seen anything from him that clearly
> demonstrates an implementation system like mine (attached). I'm going
> to read his documents over again, and read your slides. Hope this helps.
> Catch up with you soon.
>
> ________________________________________________________________
>
> Rasmussen, Michael. "Defining a Policy Management Lifecycle," February
> 15,
> 2010<http://docshare.tips/policies-done-right-articulate-culture_576cf
> 3cab6d87fc3918b49a9.html> Rasmussen. "Collaborative Accountability in
> Policy Management: Effectively
> Managing<http://logic.stanford.edu/poem/externalpapers/grcdoc.pdf>
> Policies Across the
> Enterprise<http://logic.stanford.edu/poem/externalpapers/grcdoc.pdf>,"
> November 2010
> Materials provided by the Open Compliance and Ethics Group Rasmussen.
> "Accountability in Policy
> Management<http://grc2020.com/2011/07/05/28accountability-in-policy-management/>,"
> July 5, 2011
>
> http://www.longislandscience.com/study-integratingops.html - A key
> page on my company web site.
>
>
> From: Sutherland, Peggy [mailto:Peggy.Sutherland@suffolkcountyny.gov]
> Sent: Wednesday, May 31, 2017 12:34 PM
> To: SandP8 <sandp8@gmail.com<mailto:sandp8@gmail.com>>
> Cc: peggys@optonline.net<mailto:peggys@optonline.net>
> Subject: RE: FW: "energy performance gap"
>
> Hi Scott, Thanks for the slides. This is giving me a lot to think about.
>
> I'll have to get back to you about content after work. The content I
> have would be related to my company and I can't do that from my day
> job site, due to ethics. I don't have my notes either -- I believe we
> talked about measuring compliance, but did not get very far. I would
> be interested in exploring it further with you.
>
> Peg
>
> From: SandP8 [mailto:sandp8@gmail.com]
> Sent: Wednesday, May 31, 2017 11:28 AM
> To: Sutherland, Peggy
> Subject: Re: FW: "energy performance gap"
>
>
> Thanks.
>
> You and your topic to track and govern the development history of
> institutions have come up in conversations with colleagues. Do you
> have a short paper, even an abstract--or better yet a
> website--describing your ideas?
>
> If it might be useful, I'd be interested in collaborating with you on
> it in some way if you would be interested in that. I'm away from my
> notes, and don't remember whether we talked about this before, but I
> would think that there would be an intrinsic need to handle and
> perhaps project uncertainty and also to measure compliance.
>
> I attach a recent talk about assessing compliance. The five slides
> after the abstract were added in response to discussions that took
> place at the meeting (on "risk governance for new and emerging
> technologies") before the talk was delivered.
>
> Cheers,
> Scott
>
>
>
> On Tue, May 30, 2017 at 8:05 PM, Sutherland, Peggy
> <Peggy.Sutherland@suffolkcountyny.gov<mailto:Peggy.Sutherland@suffolkc
> ountyny.gov>>
> wrote:
> I knew your plans, but did not know when it would happen.
> Congratulations!!!
>
> Funny ... I am not an engineer but I am in facilities engineering. Lol
>
> Peg
>
> On May 30, 2017 7:45 PM, SandP8
> <sandp8@gmail.com<mailto:sandp8@gmail.com>> wrote:
> Thanks for the link. Maybe we could discuss it by Skype sometime.
>
> Campus? Did I not tell you that I have moved to the University of
> Liverpool in England? I'll be the new director of the risk institute
> there. I'm not an engineer but I'm in the civil e. department. In
> Florida this week though.
>
> Best,
> Scott
>
> On May 30, 2017 11:15 AM, "Sutherland, Peggy"
> <Peggy.Sutherland@suffolkcountyny.gov<mailto:Peggy.Sutherland@suffolkc
> ountyny.gov>>
> wrote:
>
>
>
> Hi Scott. Hope all is well. I will be on campus occasionally this
> summer, so if you have time to chat, let me know and I'll stop by.
>
>
>
> I thought you might be interested in the content below. Where I am, I
> think there are political challenges when models give results that
> people want to see (e.g., overoptimistic ROIs).
>
>
>
> Study: The building performance gap: Are modellers literate?
> <http://www.sciencedirect.com/science/article/pii/S0378778816303814>
>
>
>
>
>
>
>
> Peggy C Sutherland
>
>
>
> Sr Energy Coordinator
>
> Suffolk County Department of Public Works
>
> Facilities Engineering Division
>
> (631) 852-4391<tel:%28631%29%20852-4391>
>
> Peggy.Sutherland@suffolkcountyny.gov<mailto:Peggy.Sutherland@suffolkcountyny.gov>
>
>
>
>
>
>
>
>