perm filename NEWELL.PLN[LET,JMC] blob sn#187284 filedate 1975-11-17 generic text, type T, neo UTF8
∂16-NOV-75  1044	FTP: host CMUA 
From: ALLEN NEWELL(A310AN02)@CMUA
Date: 16 Nov 1975 1329 EST
Subject: First rough draft of DNL proposal to NSF
To:   HERB SIMON, FEIGENBAUM@SUMEX, HART@SRI-AI, 
      LICK@DMS, JMC@SU-AI, NILSSON@SRI-AI, WINSTON@MIT-AI
- - - -
To: Feigenbaum, Hart, Licklider, McCarthy, Nilsson, Simon, Winston
From: Newell
Date: 16 Nov 75
Re: Proposal for the Distributed National Laboratory

It has been,  as always, hard to find the  time to work on this.
However,  it seems essential  that we get something  to NSF soon
(somewhere  a 1 Dec  deadline sticks  in my memory).   I have at
least gotten  started  and  so will  transmit  this to  you  for
comment while  I try to proceed on  the missing sections. Please
excuse the typo's. I find they come out easier on hardcopy and I
have seen only softcopy through  a small window on this. This is
very rough draft and all parts of it are up for grabs.

I do  think we want to circulate something  very broadley to the
community as soon  as we can.  I would hope  to do it next week,
and the  same copy  would go  to Atkinson,  Pasta, etc.   as  to
various  people in  the field. It  would be  labeled ROUGH FIRST
DRAFT and would disclaim that anything at all was firm, but that
this  was  just  a  trial  balloon.   We  have  two  options  on
authorship: to have it come  from the little committee we set up
((One of  Hart, Nilsson), McCarthy, Newell  (ch), Winston) or to
expand it to, say, the  set of people in the address list above.
My bent  is slightly for the first of  these, since that is what
we set  up and it is  easy to explain. A  covering memo would go
out that explained it all.

The  present partial draft does  take a position on  a number of
issues you should attend to:

(1) DNL for AI or DNL for Cognitive Science? I tried one version
with  DNL for the  study of the mechanisms  of intelligence, but
that got too clumsy.  There  appear to be two issues. First, the
issue  of making  the focus be  scientific-problem centered, not
discipline  centered.  Second  the liabilities  that many people
feel about  the term AI.  The existing version  makes it easy to
coelesce  with   cogntive  psychology,   which  I   think   will
increasingly happen. It makes  it harder to imply the membership
in Computer Science.  In fact it even raises the question of why
one  should not  be  worried  about other  types  of  laboratory
facilities for  studying human  behavior. Anyway,  I decided  to
send this one around to let you see what it would be like to try
to move  off the name of AI. Dick  Atkinson didn't feel that the
"AI" issues was critical.

(2) The major consequence  of the scheme here is the willingness
of the AI Labs to go  this route and give up the autonomy. It is
what  will be  inferred if  we send  this document  out in draft
form. SUMEX  has not quite gone this far,  I discover. The other
alternative is to make the  DNL a creature of the existing Labs.
That  then  has  problems  of  whether  it  is  really  for  the
community.

(3) Most  of  the positive  prose  about why-AI  (why  Cognitive
Science) is  slated  for the  missing  sections.  What  is  here
concentrates on  the vehicle itself. My intent  is to fill those
sections   with  things   that  tout  Cognitive   Science  as  a
fundamental science,  that describe  all the  familiar areas  in
terms of exciting research  done, and talk about next scientific
steps.  I  do not intend to make a  case for any one substantive
thrust rather  than another  ("now  is the  time for  theme  X")
because I think the DNL should be basic for the whole field. One
cannot in truth talk about great new things that will occur with
the acquistion  of the  resources, since  the first  task is  to
obtain the current+ levels of basic funding.

(4)  Though there  is a  fair sized promise  in the  notion of a
genuine   community  of  scientists  tied   together  by  shared
facilities over the network, my tendency is to treat this rather
warily  and not  as  the  main point.   The  possibility  should
certainly  be discussed,  but to make  this a  key selling point
runs  afoul of too  clear a  perception by the  community of why
this proposal  is here at this time (ARPA  => NSF transfer).  My
belief is  that  a document  of this  kind  loses points  if  it
appears  to disemble,  ie, to create  a picture  of reality that
differs radically from the picture all believe.  Whether it gets
positive points  for being  straightforward and  honest is  much
less clear and too deep a proposition for me.  It also run afoul
of  the cubic miles of  talk about such things  through the last
many years, so that only rather concrete near-term things can be
taken  seriously. I do  think we can capitalize  strongly on the
fact while others must point to the ARPA net as substantiating a
style they wish to try,  we can claim to be the original ARPANET
community and thus our  opinions are to be taken seriously about
what can be achieved.

(5) Is  the  separtion of  description  of the  institution  and
argument  about it  (Sections 4  & 5)  right, or  should they be
combined somehow.

(6)  Is the flavor of  Section 5, which tries  to state concerns
directly and  them meet them with  argument, rather than leaving
all  the problems unsaid, a  good thing? One hopes  to convey an
impression that the arrangements have really been thought about,
rather than just being something half assed.  What problems have
we missed?

PROPOSAL FOR A DISTRIBUTED NATIONAL LABORATORY FOR COGNITIVE SCIENCE
(DNLCS)
File DNLP1.1C [A310AN02] @ CMU-10A	15 Nov 75	Newell
    > Tries the name Cognitive Science, rather then Mechanisms of
      Intelligence


OUTLINE
 > [...] means not written yet
 > Lack of section numbers means it hasn't even been located
   within section and might be decomposed in some other way

 > 1. Intro

 > 2. Cognitive Science
    > [Covers why we call it cognitive science rather than AI
      or Intelligence]
    > [Describes the substance briefly - nothing knew here]
    > [Describes the current frontier]
    > [Describes the history of development of the field,
      especially the ARPA support]

 > 3. The Need for Facilities and Institutions
    > [The current experimental style]
    > [Something about how much computing is needed per person]
       > [Give a description of the computational resources
         at AI Labs]
    > [Something about size and composition of the field]
    > [By example (speech/vision?) makes clear that not
      cycles alone]

 > 4. The Basic Proposal
    > 4.1 General Functions
    > 4.2 Types of Facilities
    > 4.3 Institutional Structure of DNLCS
    > 4.4 Nature of Arrangements with the Research Center

 > 5. Problems and Promise
    > 5.1 Why a National Laboratory at all?
    > 5.2 [What will be Gained?]
    > 5.3 Why a Distributed Laboratory?
    > 5.4 What Assures that the Entire Scientific Community Benefits?
    > 5.5 What Prevents Perpetuation of Favored Research Centers
    > 5.6 What Prevents Isolation of the Cognitive Science Community?
    > 5.7 Why Environments rather than just Facilities?
    > 5.8 Why isn't DNLCS just a Disguised Granting Agency?
    > 5.9 Why won't DNLCS become a Bureaucratic Nightmare?
    > 5.10 [How will the Scientific Community Evolve with DNLSC?]

 > 6. Funding Calculations
    > 6.1 The DNLCS Fraction
    > 6.2 [The Operating Budget]
    > 6.3 [Typical Facilties Budgets]
    > 6.4 [The Initial Situation: The AI Laboratories]


1. INTRODUCTION

This  document proposes  the establishment of  an institution to
carry  forward the basic  scientific study of  the mechanisms of
cognition.   We call  this institution  the Distributed National
Laboratory  for Cognitive  Science. The meaning  behind the name
will become  clear presently. We will refer to  it simply as the
DNLCS.

How  is it that intelligent  action is possible? How  is it that
the  world can be perceived  in an intelligible way?   How is it
that a  wide array  of knowledge  can be  organized so  that  it
becomes available when necessary  to solve some problem?  How is
it  that an  action can  be guided skillfully  in the  face of a
noisey or  even a hostile environment and  still succeed? How is
it  that some task  can be  almost impossible to  perform at one
time, yet  with  further attempts  at performance  becomes  much
easier?   How is  it that  knowledge and  intellectual skill can
increase continually -- for decades and maybe even without bound
-- without producing an immense confabulation? In sum, how is it
that  cognitive activity  occurs  and is  effective  in  our
universe?

These  questions delineate an area  of scientific inquiry. Until
recently they would have  been asked only of humans.  But within
the  last two  decades,  with  the development  of  the  digital
computer,  we  have  learned that  they  should  be  asked  more
generally.  The  answers we seek should provide  a basis for the
construction of intelligent  systems. They should provide an the
understanding of intelligence in  humans and also in the rest of
the biological  world.   Most generally,  they should  yield  an
appreciation of the role of cognition in our Universe -- of its
capabilities and limitations.

The  scientific  study   of  cognitive  activity  resides  today
primarily   within  Computer   Science  and   Psychology  --  in
Aritificial Intelligence  and Cognitive Psychology respectively.
Concern with these problems can be found, of course, in parts of
many  fields:  in Pattern Recognition,  Biology, Control Theory,
Economics, Operations  Research, Mathematics, Philosophy -- even
now in  Astronomy  with its  concern  for the  possibilities  of
extraterrestial  intelligence.    The  proposed  institution  is
centered on a scientific  domain. Though this maps strongly into
two disciplinary  sectors,  namely Artificial  Intelligence  and
Cognitive Psychology,  the  intent is  to cover  the  scientific
problem no matter under what rubric it happens to reside.

We propose the establishment  an institution because we see that
the  fruitful  growth  of  the  scientific  study  of  cognition
requires  resources and styles  of investigation that  we do not
know  how to  meet in  other ways.  We  propose this  now -- not
yesterday and not tommorrow -- because we see drawing to a close
a pattern  of support  for  this field,  which has  been  highly
successful up  to now  and which  appears to  be changing.   The
field  will  not  prosper,  indeed  will  quiesce,  without  new
arrangements for its  investigations.  Thus, history enters into
the story.  We propose  a particular type of institution -- what
we  will call  a distributed  national laboratory  -- because we
think if offers the possibility  for good science and it is well
matched to  some of the resources requirements  of the field, as
it exists today.

A request  for novel support from society  (here, from NSF) must
call forth a certain network of justifying arguement. Why is the
field worth  supporting? What  will  be gained  by the  type  of
support so proposed? Who are to be the recipients of the support
and why  should resources  be devoted  to them,  rather than  to
others, who also have  claims of importance and need? Given that
support  per se  is  justified,  why are  the  institutions  and
devices proposed the preferred  ones?  We will attempt to answer
all these questions here. We have preferred to be quite definite
about  many features of  the proposal, feeling  that sharp edges
make  for  clear   perception.   However,  variations  on  these
mechanims  are to  be  explored  as considerations  emerge  that
somehow  slipped by us  or that we  did not give  due weight to.
This document is an initial proposal.

Though  we will do so,  it is always uncomfortable  to argue the
importance of a scientific field. It implies comparison with the
importance of  other  scientific fields  --  which only  a  mild
conspiracy of silence keeps decently muted.  Science is all of a
piece.  Each  aspect of the universe calls  forth the attempt to
study it  and yields  its unique  type and  quota of  scientific
knowledge,  which in the  long run lets  us understand ourselves
and  find ways to carry  out the business of  living and improve
the commonweal.  

We believe  that understanding  the nature  of cognition  --  of
perception and  intelligence -- is one of the  great keys to the
understanding of  nature and one that  is peculiarly relevant to
the attainment of applied ends -- almost by its very nature.  We
believe that  the development of the  computer has permitted the
discovery  of the physical  nature of symbolic  systems and with
that  of some of  the main mechanisms by  which intelligence and
cognition are  attained. We believe that the gain  to be made to
society by a strong  continued thrust on the nature of cognition
will  be immense, both fundamentally  in understanding ourselves
and  the universe,  and practically  in constructing intelligent
systems.  But we recongize both that what we study is emersed in
a   larger   scientific   enterprise   (Computer   Science   and
Pyschology),  so that  some of  the importance  and potential is
shared by  the larger field. And also that  there is no absolute
way  to ajudicate our  claims relative to  the claims, potential
and fascination of other sciences.

We provide  in Section  2 a  very brief  sketch of  the  current
geography and  state  of the  attempt to  understand  cognition.
This  will  include  something about  the  pattern  of  existing
support  and enough  history  to  provide the  context  for  the
proposal.   We then, in  Section 3, discuss  the research styles
appropriate  to the field  and thus  the needs of  the field for
resources  of various  kinds.  Section 4  describes the proposed
institution.  Enumeration  of all  the requirements  on such  an
institution, and how DNLCS is  designed to meet them, is held to
the Section  5.  Section 6, the last,  provides some funding and
budgetary estimates.

2. COGNITIVE SCIENCE


3. THE NEED FOR FACILITIES AND INSTITUTIONS


4. THE BASIC PROPOSAL: A DISTRIBUTED NATIONAL LABORATORY

We  propose to create a  separate non-profit institution, DNLCS,
as the primary means  of achieving our stated goals.  We present
here a description of  the structure of DNLCS and its operation,
without  attempting to  argue  directly  the advantages  of  the
proposal and how it  deals with the various problems that attend
such a national laboratory.  Section 5 provides this analysis in
a systematic way.


4.1 General Functions

DNLCS will arrange for the creation, maintenance and enhancement
of  environments   and   facilities   for  doing   research   in
intelligence.  It will do this  by a two sided operation. On the
one side  it will make contracts  with research institutions for
the provision  of  these environments  and facilities,  and  for
access to  them by the scientific field at  large.  On the other
side, it  will arrange  with  scientists for  the use  of  these
facilities and envrionments which it caused to be created.

To describe the operation of DNLCS requires keeping separate two
types of participants.  The  first is the Research Center, which
provides facilities and  envrionments; it might be a university,
a  non-profit  research   organization,  or  even  a  commercial
organization  for certain specialized types  of facilities.  The
second is  the  Scientist,  who is  an  individual or  group  of
individuals who  wish to use some  facilities or environments to
pursue   some  particular  research;  they   may  exist  at  any
institution  and are not restricted  to Research Centers.  DNLCS
deals directly with both sets of participants.

DNLCS engages  in a  transaction with  a Reseach  Center of  the
following general  nature. It decides that  is wishes to acquire
facility, X, costing $C.  It contracts with a Research Center to
provide  these.  They become operationally  part of the Research
Center.  The DNLCS acquires an interest in the total environment
of  the Research Center of  $D, where D is  some fraction of the
total cost,  C, of the specific facility.   The remainder of the
value of X (C-D) is in effect the payment to the Research Center
to integrate  X  into  its total  facility  and to  maintain  an
environment  in  which  X can  be  effectively  used  to  pursue
research by the community.

Given  that DNLCS  has an interest,  D, in  some environment, it
engages in a  negotiation with scientists throughout the nation.
This would occur in the following familiar way.  The DNLCS has a
review  committee which accepts proposals  to engage in research
at a specific Research Center.  This research would involve some
mixture  of  travel  to  the  Reseach  Center  to  work  in  the
environment, with consequent use of the facilities there, and of
use via networks from the home bases of the scientists involved.

The  DNLCS would  have some  additional functions  of helping to
create and  maintain  the total  scientific community,  such  as
supporting  cooperation   and  communication,   but  these   are
ancilliary to the main two above.


4.2 Types of Facilities

The facilities  that  DNLCS  deals in  are  those proper  to  an
advanced computer  science laboratory:  computing power, primary
memory, secondary and tertiary memory, networks, engineering and
fabrication facilities, etc.  There are three basic criteria for
when DNLCS should obtain  a facility, rather than, for instance,
individual research projects obtaining it.

	(1) The expense of the facility precludes many research
	centers from obtaining it through normal funding
	channels.

	(2) The facility is a unique one with a low enough
	demand so that only one or two such facilities are
	needed by the total community.

	(3) A cooperative effort is needed to agree upon a
	development that will benefit the community, even though
	the unit cost may not be too large for individual
	research efforts.

A few examples will flesh out the general statements:

	Computing systems with very large power

		Either because of economies of scale or because
		of peak power demands of particular research
		efforts

	Systems with very large primary memory (10↑8 words).

	Terabit tertiary store for backup file storage and large
	data bases.

		Availability to the community via network is
		especially important here

	High bandwith networks

	Large specialized processing engines

		Eg systems for processing visual images with
		1-10 billion operations per second (Bips)

	Terminals for the network with appropriate local power
	and storage to access the network facilities

		The terminal systems themselves should not be
		too expensive  for individual research projects.
		However, the development of such a terminal
		might be.  In addition, assuring the
		availablility of such terminal systems on short
		notice or for limited time periods may be
		important and not easy to accomplish through
		individual projects.

	Image transduction facilities

	Personal Lisp computers

		This is again an item in which the final system
		is inexpensive enough for individual projects
		(their very point!), but development is not.

	The operation of an Enineering Lab capable of designing
	and fabricating digital systems.

		Examples of such systems are multiple computer
		systems, special interfaces, etc.  Such
		laboratories do not exist apart from a research
		environment which they serve.


4.3 Institutional Structure of DNLCS

This aspect of the  proposal is especially open to modification.
The intent  is to be sure that a  structure is posited that does
deal with all the considerations.

DNLCS  will be  a separate  non-profit corporation.   It will be
formed  by a consortium of  universities that are representative
of the entire spectrum of  interest in the area of research. The
Board  of Trustees  will be  drawn from  these organizations and
will  be broadly  representative  of  the total  scientific  and
technical community and not  limited to active scientists in the
area of intelligence.

There  will be  a full time  Director.  His  duties, as outlined
below, though  of critical importance and  demanding of a person
of stature, do not require the whole of the Directors time.  The
Director,  therefore is  free  to  engage in  his  own  personal
research for such time as is available (it appears that it might
be  about half  time). Thus,  the Director  is to  be an active,
though  senior, scientist.   Needless to say,  the facilities in
which DNLCS has an interest are available to him.

The Director  will have  a  staff sufficient  to carry  out  the
administrative and support functions of DNLCS.  These consist of
the management and support of the committees, the preparation of
proposals and reports  to the funding agencies, the negotiations
with the  Research Centers and the  monitoring of the facilities
in which  the DNLCS has an interest.  A  quite small staff would
appear to be adequate for this.

There will  be  a Proposal  Review  Committee, to  consider  and
decide upon proposals  from individual scientists (and groups of
scientists).   These proposals are  for the use of  the array of
facilites and environments in which DNLCS holds an interest. The
members of  the Proposal Review Committee  are selected from the
scientific  community at large without  respect to institutional
affiation.  They  will  be active  researchers  in the  area  of
intelligence, so that the  committee is a committe of scientific
peers. Selection of proposals will be based solely on scientific
merit, due regard being  taken for the amount of resources being
requested relative  to the  supply.  Membership  will be  for  a
fixed term, and selection is  made by the Board of Trustees. The
terms will be for 3 years and will be staggered.

There will  be a Facilities Committee  to formulate and consider
proposals  for  new  facilities.  It  will  accept  and  solicit
informal prosals  and suggestions  from the  community and  will
also create  its own  proposals. The  proposals and  suggestions
from  the community are  not to  be acted upon,  ie, approved or
disapproved  qua proposals, but are  inputs for the formulations
by the committee itself.  It  will be empowered to create ad hoc
study groups to  consider specific facilities.  The committee is
advisory to  the Board of Trustees, who  make the final decision
to  proceed  with  the  acquisiton  of  a  particular  facility.
Membership on  this  committee is,  like  that of  the  Proposal
Review Committeee,  drawn from  the relevant  active  scientific
community, for  fixed terms, and made by  the Board of Trustees.
The terms will be for 3 years and will be staggered.  The Ad Hoc
Study  Groups are  formed from  whoever in  the total scientific
community  is appropriate  to the  facility under investigation,
due account being taken of potential conflicts of interest.

There will  be a number of Fellows of  the DNLCS.  These will be
appointed for fixed terms, as negotiated, with renewal possible.
The Fellows will conduct  research at the various facilities and
will thus be active scientists. They will also have the function
of  representing the DNLCS  in the day to  day interactions with
the  Research Centers  at  which  they reside.   They  are  paid
directly  by the  DNLCS and  are not to  be members  of the host
Research Center, though they may be on leave from other centers.
They may  be provided suitable means  and resources for whatever
small  adminstrative tasks  they have to  perform.  They provide
direct  and continuous  knowledge  about  the state  of  DNLCS's
interests in the local environment. They are to be recruited and
appointed  by  the  Director. The  number  of  Fellows  will  be
determined by  the number  and diversity  of interests  held  by
DNLCS.

The primary functions of the Director, over and above the normal
conduct of  business of  DNLCS, are  as follows.   (1) He  would
carry  out the  negotiations with the  various Research Centers,
within the guidelines set down by the Board of Trustees in their
approval of  the acquisition  of specific  facilities.  He  will
prepare  and present for  decision to the Board  of Trustees the
final arrangements that commit the financial resources of DNLCS.
These will also go to the Facilities Committee for comment.  (2)
He will prepare the  proposals to the funding agencies with whom
the DNLCS  negotiates for the funds with which  to carry out the
acquisitions.  In  doing so he will  be responsible for carrying
out  these  negotiations,  and  for  interacting  with  whatever
evaluation  and monitoring  structure the  funding agencies have
created.   (3) He will  formulate the policy for  the conduct of
the  committees of  the DNLCS,  to be  approved by  the Board of
Trustees.  He  will be  a member  ex officio  of the  Facilities
committee, but  will not  be  a member  of the  Proposal  Review
Committee.

The negotiations with venders  who will supply the facilities in
which DNLCS has an interest will be carried out primarily by the
Research   Center,  with  the   DNLCS  being  a   party  to  the
negotiations at  the level  of financial  committment and  final
approval relative to the extent of its interest involved.

The  funding agencies  would  create  (at their  discretion)  an
Advisory  Committee of  scientists  and  others to  oversee  the
activities of  DNLCS.   Presumably, such  a committee  would  be
independent  of the people  involved in the  operations of DNLCS
(ie, of  its various committees) and of  the research centers in
which DNLCS has interests.

Nothing would  prevent  the DNLCS  from acquiring  wholly  owned
facilities.  This  would however be a device  of last resort, if
the facilities could be obtained by any reasonable means through
existing research centers.


4.4 Nature of Arrangements with the Research Center

Each  negotiation between  DNLCS and a  Research Center involves
the  establishment of a  fraction of the funds  provided for the
facility to be under the control of the Research Center with the
remainder  to be under  the control  of DNLCS.  We  can think in
terms  of the DNLCS-fraction,  which is the  fraction that DNLCS
retains.  The size of  this fraction will vary considerably with
the situation and must  be considered part of the negotiation in
establishing the facility.

In  consideration of the  fraction provided to  it, the Research
Center agrees to  provide an appropriate research environment in
which  the facility  in question  resides and  to integrate this
facility  into his  total  system  and reserach  environment  to
permit   appropriate   scientific   activity.    This   includes
installing, maintaining  and  managing  the facility.   It  also
includes  developing it in terms  of programming and engineering
improvements.   It  includes,  finally,  making  the  facilities
accessable  to   members  of   the  scientific   community,   in
particular, to members who  have been authorized by the DNLCS to
make  use fo the  Research Center. What  accessibility means may
vary according  to the  type of  facility.  In  general it  will
include network  access, where  feasible. It  will also  include
residence  access,  ie,  the  provision  of  offices  and  other
amenities  appropriate to visiting  scientists.  Most important,
the fraction  provided to the Reserach Center  covers the use of
the  facility by  the scientists  of the  Research Center. Thus,
scientists  do not  have  to  apply  to  DNLCS for  the  use  of
facilities  at  their home  institutions.   Thus,  although  one
aspect  of  the  funds  provided  to  a  Research  Center  is  a
management fee in the usual sense, that is a quite modest aspect
of the total consideration.

DNLCS is not limited  to acquiring new facilities in which DNLCS
provides the  complete  funding,  simply locating  these  within
various Research Centers. DNLCS may purchase an interest in part
of an  existing facility,  or  it may  join with  other  funding
available  in the  Research Center  to obtain  a given facility.
Similarly, what DNLCS obtains for the community by its provision
of funds  is an interest in the research  environment as a whole
created  and maintained  by the  Research Center.  Occasionally,
DNLCS's  interest will  be rather  narrowly defined  in terms of
access  to a specific  facility.  (The paradigm  example being a
large tertiary  store when all users are  equally remote and the
Reseach  Center is  really  providing  a service  to  the  total
community including itself.)

The rights of the DNLCS  are expressed either in terms of amount
of service (measured in  appropriate terms) to be available on a
specific facility or in terms  of the right to have a visitor of
DNLCS's  choosing in  residence  at  the Research  Center.   The
normal  course is that such  visitors will be treated  in no way
different  that  would  any  other  scientific  visitor  to  the
Research Center  invited there  by a  member of  the faculty  or
staff.   In  particular,  there will  not  be  a  special  class
distinction  of DNLSC  visitors versus visitors  of the Research
Center  itself.  Office space  and amenities of  the sort normal
for the Research Center will be provided.

A  Research Center has the  same rights with respect  to a DNLSC
visitor as it would have  with respect to any visitor it invited
itself.    It  may  expect   the  visitor  to   conform  to  the
laboratories  culture,  it  may  request  that  he  leave  under
appropriate  circumstances, etc.  But except  for these sorts of
circumstances,  the Research Center  does not have  a veto power
over the  people selected by the  DNLSC, providing the selection
is made by the Proposal Review Committee as described above.

The DNLCS in its agreement with a Research Center may commit for
extended periods  of time,  thus providing  the Research  Center
with a  measure of stable funding with  respect to its facility.
The  length  of  time  of  such  commitment  must  be  a  direct
reflection  of the duration  of committement that  the DNLCS can
obtain from its Funding  Agency.  With respect to those parts of
the  DNLCS  proposal   to  its  Funding  Agency  that  represent
agreements with  a Research  Center, the  DNLCS can  expect  the
Research Center to help both in preparation and defense.

5. PROBLEMS AND PROMISE

Given the institutional structure  laid out in Section 4 we need
to analyse how it attains the stated goals and how it deals with
the various problems that  dog any attempt to create cooperative
arrangements for the use of shared resources.


5.1 Why a National Laboratory at all?

The fundmental  reason for  a national  laboratory is  that  the
research  facilities  needed  by the  field  are  not  available
through   currently  operating  funding   mechanisms  for  basic
research  into cognitive  science.   They  must be  called  into
being.  There size would  seem to preclude this happening by the
individual  proposals  of  individual  researchers  through  the
project grant mechanism.

As described  earlier, facilities of modest  size have been made
established by  ARPA over  the last  decade at  several  places,
notably the  four so-called  AI Labatories  (CMU, MIT,  SRI  and
Stanford).  These facilities  appear to be no longer supportable
as basic  reserach environments by ARPA. If  any of these places
were to attempt to  obtain alternative funding on the same scale
as currently  exists (and with a charter  for basic research) it
would  simply not  be forthcoming. Even  if such  a proposal was
successful in getting reconsideration of the level of funding of
Cogntive Science  within NSF, it would  raise large issues about
the  discrepency between  the  support  for such  an  individual
Laboratory and what is available for the field as a whole. Thus,
it seems appropriate to raise the question of proper support for
the  science in the context  of the entire field  rather than of
individual  research   projects   or  even   specific   research
institutions.

It is  a required corallary that the  facilities required by the
science  demand  the   assembly  and  maintenance  of  expensive
technical environments which  are subject to economies of scale.
Otherwise,  funding  at   whatever  level  is  justified  should
properly be funneled directly to each individual researcher. But
this is  manifestly  not  the case,  as  can  be seen  from  the
existing   laboratories  and  has  been   discussed  earlier  in
connection with the types of large facilities that are needed.


5.2 What will be gained?


5.3 Why a Distributed Laboratory?

There  are two  sets  of  reasons for  proposing  a  distributed
laboratory rather than a  unique facility, which is the expected
solution to facilities becoming too large for individual reserch
groups to  command.  One set of  reasons concern our preferences
for  multiple scientific  environments.  The  other set concerns
the enabling conditions that make our preference attainable.

Science as we know it  always tends to concentration -- to a few
strong environments  with a  number of  smaller ones.   But  the
existence  of  unique  (ie,  really  one-of-a-kind)centers  runs
strongly counter to the need for a broadly based science capable
of  supporting growth  along many  fronts.  In  fact, the United
States  has  developed  a  broadly  based  scientific  community
located at many univerisities.  Concentration remains, but there
may  exist as many  as a dozen  really strong places  in a given
scientific field or even a subfield.  In consequence of this, we
observe, when  unique facilities  are required,  the demands  of
competative  equality force that  facility not to  be located at
any univeristy.   The  AEC  Physics National  Laboratories  give
testmony  to this,  as  does  NCAR.  Only  when  unique  history
intervenes, as in Scripps or Woods Hole, do these considerations
get  over ridden.  We believe that  the university  is the right
place for  scientific environments to be  created.  While we are
in no  position to comment on the effect  in High Energy Physics
of most of its  laboratories being located away form the campus,
we would prefer if at all possible to keep the work in Cognitive
Science  both   at  multiple  strong  centers   as  well  as  at
univeristies.

There  is also an immediate  issue in that much  of the value of
the present  AI Laboratories lies in  the environments that have
grown up there.  To  create a unique facility (a single National
Laboratory of  Cognitive Science) is to  throw away the existing
environments and attempt to create one anew.  This follows since
the present situation is  one in which the existing laboratories
cannot, in the expected future, maintain themselves without some
new substantial support.

The  reasons  why  a  distributed  laboratory  is  feasible  for
Cognitive Science lies in  two aspects of the nature of computer
technology.   The first is  that the equipment,  while large and
expensive for  a  single research  group under  current  funding
patterns, is  not  so large  as to  preclude  any but  a  single
installation.  A  large  computer of  the type  appropriate  for
Cogntive Science  research  costs 1-2  M$,  not 25-50  M$,  with
corresponding operating costs of .2 to .3 M$ rather than 4-6 M$.
The  second is the  ability to gain remote  access to facilities
via networking. As the  scientific community that has lived most
intimately  with networking  (on the  ARPA Net),  we can testify
both  to its basic  viability and to  its currently limitations.
It  is not a  massive substitute yet for  direct local computing
environments,   but  much   computing,   including   interactive
computing,  can be  done via the  network, and  the situation is
bound to get better  if technical development is continued.  The
existance   of  network   access  permits   another  feature  of
computational  facilites to  come to prominance,  which is their
modularity.   Many facilties can be  developed and maintained in
separate environments, yet  used by all.  Thus specialization of
development  is possible in a  Cogntivie Science community, with
the entire  community  receiving the  benefits. This  works  for
facilities  such as  large tertiary  files, special transduction
facilities,   special    algorithm   machines   (under   certain
circumstances).

Thus, a distributed community is probably the preferred style of
operation  in the  present technological  domain. When Cognitive
Science requires an engine that  costs 50 M$, so that at most it
can justify only one, then  indeed it will have to live with the
difficulties of a unique facility.


5.4 What Assures  that the Entire Scientific Community Benefits?

The critical feature that  guarantees that the facilities of the
DNLCS  are  available  to  the  entire  community  is  that  the
community controls the rights  of access to them and disposes of
these rights in its own  way. This is the ultimate import of the
contract between  the Research Center and DNLCS  and of the role
of the  Proposal Review  Committee in  assigning pieces  of  the
DNLCS interest to individual investigators for their own use.

Thus,  it is  a  critical  feature  of this  proposal  that  the
individual  Research Centers  genuinely  become  "nationalized".
They agree  to have visitors in their  Laboratories who have the
same  rights of local access  as do the members  of the Research
Center  themselves,  visitors  who are  selected  by  the  DNLCS
Proposal Review Committee. This loss of autonomy is real and one
part of the fraction of the DNLCS supported facility assigned to
the Research Center is a payment for becoming thus nationalized.


5.5 What Prevents Perpetuation of Favored Research Centers

Given the existing  situation, the initial Research Centers will
probably be  drawn from the four  existing AI Laboratories. This
is  true, not only  because this proposal is  being generated in
part in  repsonse  to a  problem  these Laboratories  face,  but
because these  AI  Laboratories are  the  location of  the  main
environments by  any objective  assessment.  Note,  by the  way,
that the phrase is "probably", since whether they do become loci
of DNLCS facilities depends on the negotiation between the DNLCS
and  the  facilites  in  the light  of  a  program  of  facility
acquistion made by the DNLCS.

In any  event,  it becomes  an  important problem  whether  this
initial  position   of  these   Research  Centers   produces   a
self-perpetuating  situation  in which  these  Research  Centers
become the exclusive locus of ever larger facilities.

We believe it to be critical that this not happen, not only as a
matter of equity, but because  we believe that there should be a
number of additional substantial environments of high quality in
the   Cognitive   Sciences.   Furthermore,   we   believe   that
self-perpetuation will  not  occur with  the structure  we  have
proposed.

The mechanism  that prevents  this is  the independence  of  the
DNLCS  from   the  Research  Centers  and   the  nature  of  the
negotiation  between  them.  Nothing  prevents  the  DNLCS  from
deciding  to put  funds  at  another Research  Center.   Nothing
prevents the DNLCS from  deciding not to continue an association
at  a  Research  Center   in  which  it  has  had  an  interest.
Disengagement  with a  Research Center  in which  much there has
been  much investmant  and  a  long standing  relation  will  of
course, be attended by all of the difficulties the always attend
(and  should attend) the withdrawal  of support. But, especially
if  the given Research  Center no longer  provides facilities of
interest  to the  community,  it  can certainly  happen  and  we
predict that it would.  On a more positive note, we would expect
it to  be  highly likely  that the  DNLCS  would attempt,  as  a
postive goal,  to establish  facilities at  additional  Research
Centers  in order to  help create a large  number of substantial
environments.   Of course,  such a  concern will  come into play
only  after the primary requirements  exist for establishing the
new facility at all.

An  important secondary  condition in  keeping the participating
Research Centers  from  becoming a  closed  set, is  that  DNLCS
obtains interests in total facilties, rather than simply dealing
in wholly owned facilities  that it purchases and locates. Thus,
any Research Center that through other means builds itself up so
that  members of the  scientific would  like to make  use of its
facilities becomes  a highly  likely candidate  for joining  the
group of participating Research Centers.


5.6 What Prevents  Isolation of the Cognitive Science Community?

A problem  that may not have occurred to  the reader is the twin
ones of  isolation and obsolescence. If the  DNLCS were indeed a
unique  physically  localized  laboratory,  then  it  faces  the
problem  of its facilities  becoming less that state  of the art
for the  conduct of  research.   It also  faces the  problem  of
becoming so  isolated from the main  stream scientifically as to
become second rate. These are both very real problems. They both
have  an analogue in the  scheme we are proposing,  if the DNLCS
dealt  in   total   systems,  rather   than  in   interests   in
environments.  In such a  scheme, it would purchase a system and
locate it at some Research Center for management and development
purposes, and  the  scientific community  would have  rights  of
access to  that system,  but not  to the  Research Center  as  a
whole.   That is, a  boundary would be drawn  around the DNLCS's
facilities to keep them separate.

This would  pose a problem of obsolesence  in that this facility
would be  going on  in the  midst of  the rest  of the  Research
Center, but  would gradually become less than  state of the art.
This  would  be   particular  invidious  in  that  the  visiting
scientists  would find themselves at  a comparative disadvantage
and at  short range.  The boundary would  also induce the second
feature of  isolation, making  the DNLSC  visiting scientists  a
socially  isolated group.   This need not  happen under skillful
management, but the potential and the tendency would be there.

The proposed arrangement tends  to solve both of these by buying
interests  in the  total environment  as well  as permitting the
interests to  be bought in whatever facilities  the DNLCS in its
wisdom desires  and can negotiate.  In particular,  it is in the
interests of the Research  Center to make its facilities as good
as possible, and there  is no incentive to ignore some delimited
"DNLCS   Facility",  which  becomes  seen   only  as  management
obligation.  Furthermore, the DNLSC is always in the position of
trying   to  buy  in   to  the  most   advanced  facilities  and
environments in the entire community.


5.7 Why Environments rather than just Facilities?

The  notion of purchasing interests  in environments rather than
just specific facilities may seem unncessarily esoteric.  As the
discussion in the previous section on isolation and obsolescence
showed, there  may be strong advantages  to the scheme proposed,
and  indeed fatal disadvantages to  working just with physically
demarked facilities.

There  are two other  reasons that are also  important for using
the environment, rather than the facility. The first is that one
of the things that  scientists most want is the envirnment. They
do not want just cycles.  Thus, the goals of the DNLCS could not
be  achieved at  all by  a machine  placed somewhere  on the net
simply  delivering service to whoever  made connection.  This is
so, not just because the network have not grown up to where they
deliver really rapid reliable response at high enough bandwidth,
though that it part of  the issue (and a part that may gradually
fade as  networks improve). But increasingly  at the frontier of
cognitive   science  one   is  dealing   with  modifications  of
architecture and with  interface devices (both input and output)
that do not allow one  to be isolated in total from the physical
computer systems on which one runs. Thus, an environment is also
a  place with  know how, engineering  laboratories, and physical
computing systems.

It  might be objected  that such  things are at  the frontier of
computer science,  but not  of cognitive  science, which  should
just be  considering  the model  of  cognitive behavior  on  the
computers.  But,  as the earlier sections were  at some pains to
show, this is  simply not true. Artificial Intelligence reserach
has consistently pushed the boundaries of Computer Science.  And
indeed  what distinguish Cogntive Science  from Computer Science
is only the extension  into a concern with cognitive behavior in
man  (and presumably other biological  organisms).  The press to
understand the space of computing structures remains, as it does
for the rest of Computer Science.

The  second additional reason for  dealing with envirionments is
that  is keeps permeable the  boundary between Cognitive Science
and  the rest of Computer  Science.  In some of  the existing AI
Laboratories,  for instance, there is  no boundary between those
concerned  with AI  and those  working in  the Computer Science.
They work on the  same experimental machines, get involed in the
same  software research  efforts,  etc.   It would  be  a  grave
diservice  if  creating  the DNLCS  were  to  create  boundaries
between  Cognitive Science  as  a  whole  and the  the  rest  of
Computer  Science. By  working with environments  one can accept
whatever  situation  exists  in  each  particular  the  Research
Center.


5.8 Why isn't the DNLCS just a Disguised Granting Agency?

[THERE  APPARENTLY ARE  STIPULATIONS ON THE  CONDUCT OF GRANTING
AGENCIES  THAT   DO  NOT  PERMIT  THEM  TO   GIVE  MONEY  TO  AN
ORGANIZATION  FOR THE PURPOSE OF  THE ORGANIZATION PROVIDING THE
MONEY TO  OTHERS TO PERFORM ACTIVITIES NOT  STATED IN ADVANCE IN
THE ORIGINAL  GRANT OR CONTRACT.  IS THIS  TRUE?  WHAT ABOUT THE
MATHEMATICAL SOCIAL  SCIENCES BOARD,  SUPPORTED BY  NSF? IN  ANY
EVENT LET US CONDUCT THE DISCUSSION ANYWAY]

The DNLCS  performs a  number  of functions  that would  not  be
performed by a  granting agency.  It acquires specific resources
and then makes these  available to the scientific community. The
scientists  who make  proposals  to  DNLSC are  not  asking  for
general funds  to conduct their research, they  are asking for a
portion  of the  specific resources  that DNLSC  already own and
maintains   (though  agreements  with   the  Research  Centers).
Presumably the investigators  have research grants of their own,
which pays the normal costs of doing resarch. The costs, if any,
that DNLSC pays directly  to the investigator are all those that
are completely incident upon  the use of the facilities, namely,
special arrangments  for network  access, provision  of  special
terminals, etc. A rather clear  policy needs to be set down here
on  allowable aid, so  that there is no  misperception. But such
arrangements  have  been  standard  on  many  special  resources
provided  by Research  Centers  under  grants from  the  Federal
Government,  so it  should be straighforward.   The principle is
that  in so far  as possible, the scientist  should obtain funds
for his research from  his own grants and institution. He should
apply  to DNLSC only  for that portion  that has to  do with the
special computational facilities  or access to environments that
DNLSC controls.

The  negotiations with  the Research Center  are perhaps another
matter.   Here the  funds cannot be  given by  the government to
DNLSC  without a fairly specific  notion of what they  are to be
spent  for. [WHY NOT?  --  BUT LETS ASSUME NOT]  Thus, each year
there  will be a proposal  from the DNLSC to  the funding agency
requesting  specific amounts  for specific  projects. These will
include standing  amounts  from past  agreements, which  are  in
effect the operating costs  of the DNLSC, and also proposals for
new  acquisitions. These  latter could range  from situations in
which  the Board  of Trustees  has approved  only the Acquistion
Proposal,  to situations  in  which  the negotiations  with  the
Research  Center  and   perhaps  even  with  Venders  have  been
essentially carried to an advanced state (due regard being taken
for procurement requirements  on open bidding, etc.).  In either
case, DNLCS is never the recipiant of unspecified funds from the
government  with which it is  free to give to  others to conduct
their research.


5.9 Why Won't the DNLCS become a Bureaucratic Nightmare?

The  institutional apparatus  of  the  DNLCS is  constructed  to
provide clear  representation of  the interests  of all  parties
involved  and   to   asssure   the  existence   of   appropriate
accountability and approval mechanisms.  The intent is to create
a smoothly  functioning  system  in which  appropriate  research
facilities  that  meet  the needs  of  the  specific  scientific
community can come into being in a timely fashion.

One  important feature of  the DNLCS is  that its administrative
staff is to be  small.   It  will be  working directly  with  the
committees,  so that there  should few delays  there. Another is
that  the DNLCS will  be dealing with relatively  large and long
standing arrangments with Research Centers, so that these should
not be continual sources  of bureaucratic friction. In so far as
their have to be  yearly modifications in expenses of facilities
this  will get reflected  in the proposal submitted  by DNLCS to
the Funding Agency.

Another important  feature of  the  DNLCS is  that it  does  not
require  that scientists at  a Research Center  get approval for
use of  their home facilities. Thus,  once the general agreement
to place and maintain a facilities at a Research Center is made,
the DNLCS gets out of  the loop as far as the internal operation
of the Research Center  is concerned, only being involved in the
assignment  of the resources  to those external  to the Research
Center.  Thus, it should  not interpose  at all on  the style of
operation or control within a Research Center.

There are  two places where there will be  an interposition of a
process that  may  require  extra time.   One  of these  is  the
determination  by  DNLSC,  by means  of  study  groups  and  the
Facilities Committee of  what resources are required. Typically,
this is  likely to stretch out in proportion  to the size of the
facility. Whether DNLCS will  add any additional time remains to
be  seen. Indeed, it  can be  agued that DNLCS  will shorten the
time   involved  substantially,  since  to   get  any  of  these
facilities would  require in any event  some form of cooperative
action  between groups  in  the  field  as well  as  opening  an
extensive dialogue with the  Funding Agency. With DLNCS a smooth
organization  for  cooperative  action  will  be  in  existence,
permitting this  part of the negotiations to  all be carried out
with much greater dispatch.

The  other place is  that DNLCS  approval is in  series with the
Funding Agency  approval, so that a  more extensive process must
go  from the Research Center's  point of view to  get each years
funding settled down. This we think is a potential weak spot and
must be watched carefully. The antedotes seem only to be to keep
the entities  to be  negotiated as  large and  as long  term  as
possible (thus diminishing the absolute amount of negotiation to
be done) and to keep the DNLCS as small as possible to avoid any
extra layers of bureaucracy.

The provision of DNLCS Fellows is a device to maintain contiuous
high  grade  contact  of  the  DNLCS  with  the  facilities  and
environments  in which  it has an  interest, without interposing
any structure of official  monitoring (eg, periodic visit of the
DNLSC to  the Reserach  Center site,  which must  be treated  as
serious  site visits to  be prepared for).  It  is presumed that
the Director  of DNLSC will be a still  active scientist so that
he will  in  fact  be intimately  familiar  with all  the  major
Research Centers in any event.

5.10 How will the Scientific Community Evolve with DNLCS?


6. FUNDING CALCULATIONS

The structure outlined here is  meant to continue in being as an
institutional device for aiding the course of Cognitive Science.
Thus, what is appropriate at this early point is to describe the
continuing budget and to given a purely hypothetical schedule of
facilities  that might  be acquired.  This  should be  done in a
sufficiently analytical way, so that some feeling can be had for
why funding of a specified level is appropriate.

6.1 The DNLCS Fraction

As  described, for each  facility that the DNLSC  funds or helps
fund, it  acquires an interest in the  facilities of the Reseach
Center of  specified sorts, depending on  the particular type of
facility in question.   The fraction will vary considerably with
the  type of facility,  and no hard  and fast rules  can be laid
down in advance of  some experience. Also, one must take account
of  the size of  Research Center  at which the  facility must be
placed, since the fraction to the Research Center covers the use
by its own scientists.

[MORE]

6.2 The Operating Budget

6.3 Typical Facilities Budgets

6.4 The Initial Situation: The AI Laboratories



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