THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: December 15, 2000 05:52 AM Friday;
Rod Welch
Prepared explanation of SDS program improvements.
1...Summary/Objective
2...General
3...Group Manager User ID Not Visible
4...Link Anchor Format Changed from Nums to Alphanums
5...Function Key Assignments Changed
......F3 SDS Diary
......Ctrl F3 Debug on and Off
......F4, Ctrl F4 Copy and Move
......F5 Target for Copy, Move, Links, Doc Log
..........Link Target Click on Status Line within 20 columns
..........Document ID and Subject Identification - F5
......Ctrl F5 Clear Pending Commands
......End Key
......Doc Log Template in Reference Field - F1 F5
......Control Field Template Segment Records - F1 F6
......Line Numbers Updated F1 F7
6...SDS Records
7...Summary and Headlines Can be Sorted
8...Subject Management
9...Anchors - Locate Citations in Current Record
10...Correspondence and Other Files Referenced in Current SDS Record
11...HTML SDS Records Maintained on C Rather than E Drive
12...Make a New SDS Task in the Schedule
13...Highlighting - Alt F10
14...Action Items
15...SDS Record Menu
....Manage Menu
16...Confidentiality, Security, Privacy
17...Correspondence, Memos, Publishing to Web with Addressability
18...Correspondence Field Identification - F1 F5
19...Contact Records
20...Addressing Correspondence
21...Doc Log Reports on Internet
22...Diary Maintenance
23...System Maintenance
..............
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CONTACTS
SUBJECTS
Updated Software version
0403 - ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 7 0001, ref SDS 3 0000.
040502 -
040503 - Since Dec 4, 1999, the changes shown above on lines 030108 to 030123,
040504 - plus other collateral corrections, have been made to SDS.
040505 -
040506 - [...submitted this to Wayne. ref SDS 24 0001
040507 -
040508 - [On 010108 Wayne will call when he needs help. ref SDS 25 5F4L
040509 -
040510 -
0406 -
0407 -
0408 - Changes & Improvements
0409 -
040901 - This update corrects and improves SDS functionality so it is easier to
040902 - use and more powerful.
040903 -
040904 - Please continue to let me know of difficulties you encounter using
040905 - the program. I am interested in hearing about the features you
040906 - find helpful and things you would like the program to do.
040907 -
040908 - Often SDS already does things you want, but it is difficult to
040909 - discover them in the menus and Help. Just let me know.
040910 -
040911 -
040912 -
040913 - ..
040914 - General
040915 -
040916 - Follow up ref SDS 3 3486.
040917 -
040918 - Action Item system is improved. ref SDS 0 4284 A new option is added
040919 - to summarize SDS records. ref SDS 0 468G Function keys have been
040920 - streamlined. You need to explore a bit to get used to the new SDS
040921 - record menu. ref SDS 0 M53F Subjects are easier using Control Fields.
040922 - ref SDS 0 XE9F New features let you find where an anchor or a file is
040923 - referenced in the record. ref SDS 0 QG6O Confidentiality has been
040924 - improved so you can control what is released in the public record.
040925 - ref SDS 0 LD3L Addressability and field identification for HTML has
040926 - been added when files are converted for display on the Internet.
040927 - ref SDS 0 BH3S
040928 -
040929 -
040930 -
040931 - Group Manager User ID Not Visible
040932 -
040933 - The Group Manager is the initial screen when SDS is opened.
040934 -
040935 - Previously, the User ID was visible. This was not terribly smart, so
040936 - finally got around to moving it off screen, as reported on 000809.
040937 - ref SDS 13 0001
040938 -
040939 - There is no change in the way you SDS as a result of this change.
040940 -
040941 -
040942 -
040943 - Link Anchor Format Changed from Nums to Alphanums
040944 -
040945 - The system now supports letters as part or all of the SDS anchor
040946 - strings. Previously, the anchor had to be only a numerical string,
040947 - now it can be something like A2RH, per report on 000811. ref SDS 15
040948 - 0001
040949 -
040950 - Anchors are created automatically by the system, however, on
040951 - occassion, we create them manually, so this is simply information you
040952 - can now use capital letters along with numbers.
040953 -
040954 -
040955 - ..
040956 - Function Key Assignments Changed
040957 -
040958 - Assignments have been consolidated to make SDS easier to learn and
040959 - use. Functions that were formally called by one key, and stopped by
040960 - another key, are now called by consecutive uses of the same key, like
040961 - a light switch.
040962 -
040963 - The overall group of changes is explained on 000821. ref SDS 16 5184
040964 -
040965 - Another group is explained on 000904. ref SDS 17 QG4I
040966 -
040967 - Here is a brief summary...
040968 -
040969 -
040970 - F3 SDS Diary
040971 -
040972 - Automatic diary for the past 60 days is now called by F3 in all
040973 - situations, as reported on 000821. ref SDS 16 R3W4
040974 -
040975 - Formerly, F3 only called the diary in the Schedule. Now it is
040976 - the same in SDS records and in non-SDS records, when opened from
040977 - within SDS.
040978 -
040979 - This provides a uniform method for opening the diary. You can
040980 - still use the menu, and click to the right of /Diary below the
040981 - Command line in the upper right corner of the screen to get a
040982 - Diary.
040983 -
040984 -
040985 - Ctrl F3 Debug on and Off
040986 -
040987 - Formerly debug was set with Ctrl F3, and it was turned off with
040988 - Ctrl F4. Now consecutive uses of Ctrl F3 does this, so that Ctrl
040989 - F4 can be used for the move command, per work on 000821.
040990 - ref SDS 16 H5S1
040991 -
040992 -
040993 - F4, Ctrl F4 Copy and Move
040994 -
040995 - Formerly F3 started a block copy, and F1 F1 F3 started a single
040996 - line copy. Now F3 starts a single line copy, and pressing F3
040997 - twice startes a block copy, as reported on 000821. ref SDS 16
040998 - 9666
040999 -
041000 - Thus, pressing F4 twice enters a cc to start a block copy, and
041001 - the next time F4 is pressed, it sets the next cc to complete a
041002 - block copy. Using F4 again, also, enters cc to change the
041003 - scope/size/location of the a block copy, by moving to another
041004 - line.
041005 -
041006 - Pressing F4 again cycles through to a single line copy.
041007 -
041008 - You can start over any time in the cycle by pressing Ctrl F5 to
041009 - clear pending copy, move or target status, per below. ref SDS 0
041010 - 0M3O
041011 -
041012 - Formerly F4 started a block move, and F1 F1 F4 set up a single
041013 - line move command. Now Ctrl F4 starts a single line move, and
041014 - using Ctrl F4 again sets up a block move in the same manner a
041015 - block copy is called, per above.
041016 -
041017 - ..
041018 - F5 Target for Copy, Move, Links, Doc Log
041019 -
041020 - Target operations have been consolidated in F5, so there is a
041021 - single way to accomplish similar tasks, as explained on 000821.
041022 - ref SDS 16 9666
041023 -
041024 - If a copy or move command is pending, then F5 completes those
041025 - pending operations, which exactly the same as prior procedures.
041026 -
041027 - However, if copy or move are not pending, then F5 sets the target
041028 - for a link in either an SDS record, or Editor file. This
041029 - eliminates the prior F1 F6 function that was used to set up a
041030 - link operation. Now F5 does this.
041031 -
041032 - Link status is shown when F5 is used to set up a link, by showing
041033 - the string "Linking" in place of Quit=ESC on the line below the
041034 - Command Line. Also, the color of the field changes to red, to
041035 - alert that if enter of double clicking are used with linking on,
041036 - then a link will be executed.
041037 -
041038 -
041039 - Link Target Click on Status Line within 20 columns
041040 -
041041 - Some people don't like to use function keys, so the target of
041042 - a link can be set by clicking anywhere within the first 20
041043 - columns on the status line, which is at the bottom of the
041044 - screen.
041045 -
041046 -
041047 - Document ID and Subject Identification - F5
041048 -
041049 - Per below, F1 F5 is now the assignment for creating a
041050 - template to setup a new document, per below. ref SDS 0 YJ4N
041051 -
041052 - When F5 is used in a Doc Log entry of the Reference field, it
041053 - sets a target for entering a subject and/or the doc ID based
041054 - on the subject of the document.
041055 -
041056 - ..
041057 - Ctrl F5 Clear Pending Commands
041058 -
041059 - Previously, F1 Shift F5 cleared pending commands, now Ctrl F5
041060 - does this, see on 000821. ref SDS 16 5940 Sometimes we start to
041061 - set up a copy or move and then decide these are not needed.
041062 - Additionally, we can press F5 to set a link target, then decide
041063 - not to proceed. Ctrl F5 clears everything.
041064 -
041065 - You can test this by pressing F5 and/or F4, and notice
041066 - diagnostics that show link status is on, and copy is pending.
041067 - Then press Ctrl F5, and these diagnostic messages disappear.
041068 -
041069 -
041070 - End Key
041071 -
041072 - Formerly, Ctrl F5 moved the cursor to the end of the current
041073 - line, and the End key moved the cursor to column 80. Now the End
041074 - key does both, as reported on 000821. ref SDS 16 GH8F Normally,
041075 - it first jumps to the end of the string, and on the next use, if
041076 - still on the same line, it puts the cursor on column 80.
041077 -
041078 -
041079 - ..
041080 - Doc Log Template in Reference Field - F1 F5
041081 -
041082 - Formerly F1 F8 in the Reference field, scrolled through a series
041083 - of doc log templates for received, issued and other files. Now
041084 - F1 F5 does this, reported on 000904. ref SDS 17 7684
041085 -
041086 - This provides ergonomic compatibility with using F5 as both the
041087 - target and the execution function for entering subjects to doc
041088 - log fields, per above. ref SDS 0 FH4H
041089 -
041090 -
041091 - Control Field Template Segment Records - F1 F6
041092 -
041093 - Formerely F1 F7 with the cursor on a blank line in the narrative
041094 - part of a record, created a template for a control field, to add
041095 - subjects for different parts of the same record. Now F1 F6 does
041096 - this function, reported on 000904. ref SDS 17 5W93
041097 -
041098 -
041099 - Line Numbers Updated F1 F7
041100 -
041101 - Line numbers are updated automatically when F2 is pressed to save
041102 - the record. Line numbers can be updated without saving the
041103 - record. Formerly this was done by by F1 Ctrl F5. Now F1 F7 does
041104 - this, as reported on 000904. ref SDS 17 5Q9P
041105 -
041106 -
041107 -
041108 - SDS Records
041109 -
041110 - ..
041111 - Summary and Headlines Can be Sorted
041112 -
041113 - An SDS record can be summarized to find particular headings, by
041114 - clicking on the "Summary" option in the "Manage" menu.
041115 -
041116 - Now you can sort the summary listing to look for particular headings,
041117 - as reported on 001021. ref SDS 23 0001
041118 -
041119 -
041120 - ..
041121 - Subject Management
041122 -
041123 - The following new features are make it easier to manage subjects, as
041124 - reported on 000904, see evaluation, ref SDS 17 QG4I and planning,
041125 - ref SDS 17 5W8T
041126 -
041127 - 1. F2 to save a record, now sorts all control fields, so the
041128 - subjects are in order, see on 000904. ref SDS 17 00R8
041129 -
041130 - 2. If a subject code is already in the Control Field, then it
041131 - will not be entered again from the Subject Index, to avoid
041132 - duplicate entries, reported on 000904. ref SDS 17 CN6K
041133 -
041134 - 3. Click in the Special field in front of the Subject/File field
041135 - to see if subject on the current line is also entered in
041136 - another control field in the same record, reported on 000904.
041137 - ref SDS 17 GM8N
041138 -
041139 - 4. Click to the right of Subject/File to create a sorted list of
041140 - subjec descriptions below a Control Field, also on 000904.
041141 - ref SDS 17 M26N
041142 -
041143 - Note: each time a new subject is entered in a Control
041144 - Field the description is added to the list of existing
041145 - descriptions. However, over time these get out of order.
041146 - This function puts the descriptions in the same order the
041147 - the subject codes are listed in the Control Field.
041148 -
041149 - 5. In Subject Index, click within first 20 columns to look for a
041150 - subject in the SDS record from which the Subject Index was
041151 - opened. see on 000904. ref SDS 17 RY25 In other words, you
041152 - may be looking at a subject in the Subject Index, and ask, is
041153 - this already entered in the SDS record? Clicking between
041154 - columns 1 - 20 in the Subject Index, will look for the subjec
041155 - in the SDS record.
041156 -
041157 - Shift F4 looks for multiple occurrances.
041158 -
041159 -
041160 - ..
041161 - Anchors - Locate Citations in Current Record
041162 -
041163 - Look for a reference in the current SDS record by double clicking
041164 - within the range of an anchor, as reported on 000904. ref SDS 17 VW26
041165 -
041166 - Shift F4 looks for other citations to the same anchor.
041167 -
041168 -
041169 - Correspondence and Other Files Referenced in Current SDS Record
041170 -
041171 - Place the cursor on a document ID and double click on the Doc Type
041172 - field to locate where the document is referenced in the narrative of
041173 - an SDS record, reported on 000904. ref SDS 17 K3EA
041174 -
041175 - Shift F4 looks for other citations to the same referenced document.
041176 -
041177 -
041178 -
041179 - HTML SDS Records Maintained on C Rather than E Drive
041180 -
041181 - To get SDS records on the web, the user clicks above "Quit=ESC" on the
041182 - Command line. This adds HTML to the current file for display on a web
041183 - browser. Formerly a copy was stored on the e: drive for local
041184 - viewing, and also put a copy on the h: drive in temporary directories
041185 - for transfer to the web under another operation.
041186 -
041187 - This feature was changed on 000810 to put both the local version and
041188 - the temporary transfer versions of HTML files on the c: drive, rather
041189 - than e: and h. see, ref SDS 14 0001
041190 -
041191 - There is no change in the way you use the program, nothing to learn,
041192 - other than to be aware if you wish delete anything from the local
041193 - verison, it is now on c under the directory wl, rather than e.
041194 - Actually, if you transfer SDS records or correspondence to the web,
041195 - you will see two new directories under sd on c, as follows...
041196 -
041197 - c: sd wl Web local directory
041198 -
041199 - c: sd wt Web transfer directory
041200 -
041201 -
041202 -
041203 -
041204 - Make a New SDS Task in the Schedule
041205 -
041206 - Added feature of saving the current SDS record to....
041207 -
041208 -
041209 - e: sd 12
041210 -
041211 -
041212 - ...because the amount of tasks performed in creating a new SDS record
041213 - now causes SDS to crash on occassion due to memory limitations of DOS,
041214 - as explained on 000422. ref SDS 11 2803
041215 -
041216 - The problem only occurs on large SDS records, and after doing a lot
041217 - of SDS work on other large records, which in combination exceed DOS
041218 - memory. In those rare cases, the original SDS record used to make a
041219 - new record is saved in the wrong structure. To restore the original
041220 - record, a copy of it is now placed in e: sd 12.
041221 -
041222 - This is a safety feature, and so does not affect the way SDS is used,
041223 - i.e., you don't have to learn anyting new.
041224 -
041225 -
041226 -
041227 - ..
041228 - Highlighting - Alt F10
041229 -
041230 -
041231 - This works the same way by scrolling through a series of colors,
041232 -
041233 - * f Pending Action Item and Automatic Follow Up to SAA record
041234 - h Highlight only
041235 - j Headline
041236 - * k Pending Action Item
041237 - m Completed Action Item
041238 -
041239 -
041240 -
041241 - ..
041242 - Action Items
041243 -
041244 - The report to accumulate action items has been improved, including
041245 - creating links to original sources, as reported on 000915. ref SDS 18
041246 - 0001
041247 -
041248 - An example is the record on 000922. ref SDS 19 0001
041249 -
041250 -
041251 - ..
041252 - SDS Record Menu
041253 -
041254 -
041255 - ..
041256 - Manage Menu
041257 -
041258 - Follow up ref SDS 3 5100.
041259 -
041260 - Changed Headlines to "Summary."
041261 -
041262 -
041263 -
041264 - ..
041265 - Confidentiality, Security, Privacy
041266 -
041267 - The user has a variety of ways to suppress information in the
041268 - published record, per improvements on 000329. ref SDS 10 0001
041269 -
041270 -
041271 - 1. An entire SDS record can be flagged so it is not published on
041272 - the web, by using Alt F10 to enter a highlight character on
041273 - the 01 description line at the top of the record. Good
041274 - practice is to use the second highlight option, since it does
041275 - not have any other function, such as action items.
041276 -
041277 -
041278 - 2. Correspondence is now initially set up with the following flag
041279 - in the anchor line....
041280 - ..
041281 - ][ Confidential
041282 - Subject: Widget factory shut down during holidays
041283 -
041284 - This prevents inadvertant publishing on the web, as reported on
041285 - 001018. ref SDS 22 0001 To publish, simply remove the ][
041286 - string, thus....
041287 -
041288 - ..
041289 - Subject: Widget factory shut down during holidays
041290 -
041291 - Notice the ][ flag is removed on the anchor line above
041292 - Subject.
041293 -
041294 -
041295 - 3. Portions of SDS records and correspondence can be suppressed
041296 - from publication on the web, as follows...
041297 -
041298 - In SDS records, enter // beginning in column 10 on the
041299 - line not to be published, and enter a second // in column
041300 - at the bottom of the group of lines to suppress.
041301 -
041302 - In correspondence use the same procedure in column 1.
041303 -
041304 -
041305 - ..
041306 - Correspondence, Memos, Publishing to Web with Addressability
041307 -
041308 - A big objective of SDS is to improve communication, and part of this
041309 - objective is aided by enabling people to link to specific parts of the
041310 - record. SDS records already have anchors on most sub-elements of a
041311 - record, such as headings. The anchor above this heading is BH3S,
041312 - which you can see by looking at the source file in a web browser.
041313 -
041314 - The change reported today is to add a similar feature to non-SDS
041315 - records. When a letter, memo or article is published to the web, by
041316 - clicking above Quit=ESC, the system now automatically adds unique
041317 - anchors to every paragraph of more than 6 lines, as explained on
041318 - 000810. ref SDS 14 RD05
041319 -
041320 - Occassionally, the algorithm that creates anchors will formulate a
041321 - duplicate anchor in a very large file. When that occurs, the system
041322 - will report a duplicate and show the line that needs to be fixed. This
041323 - is corrected by manually typing a different anchor, typically just
041324 - change a number to a letter, then click above Quic=ESC again, and the
041325 - operation is completed.
041326 -
041327 -
041328 - Correspondence Field Identification - F1 F5
041329 -
041330 - When a new letter is created, it will now have field identifiers for
041331 - Internet conversion, as reported on 000810. ref SDS 14 ND43
041332 -
041333 - See also on 000810. ref SDS 14 YN4O
041334 -
041335 - F1 F5 is a new function for correspondence files that adds the
041336 - standard HTML field identification, see, ref SDS 14 MS4W
041337 -
041338 - This is particularly helpful for integrating received documents,
041339 - usually email into the SDS doc log.
041340 -
041341 - You should call so we can go through this once.
041342 -
041343 -
041344 - ..
041345 - Contact Records
041346 - Addressing Correspondence
041347 -
041348 - Follow up ref SDS 3 6500.
041349 -
041350 - 1. Internet email address is now included as part of the automatic
041351 - addressing operation for correspondence. see report on 991204.
041352 - ref SDS 8 0899
041353 -
041354 -
041355 - Doc Log Reports on Internet
041356 -
041357 - There is now an option in the Doc Log report menu to put the report on
041358 - the Internet. These reports are cross-referenced, so people can see a
041359 - composite report showing all document activity, received and issued,
041360 - and they can select exception reports for Documents pending response.
041361 -
041362 - An example is at....
041363 -
041364 -
041365 - http://welchco.com/04/00067/63/00401.HTM
041366 -
041367 -
041368 - Call if you need assistance generating this report.
041369 -
041370 -
041371 -
041372 - Diary Maintenance
041373 -
041374 - Added feature to eliminate pointers that are not fully removed when a
041375 - diary record is deleted, as reported on 000924. ref SDS 20 0001
041376 -
041377 -
041378 -
041379 -
041380 - System Maintenance
041381 -
041382 - SDS has a method of describing files on the computer in various
041383 - directories. This is typically not something everybody does, it is
041384 - more in the developer catagory to provide an inventory that explains
041385 - the purpose of files and how they inter-relate.
041386 -
041387 - In the SDS 03 directory there is are three files: 0, 00, 0A.
041388 -
041389 - The 0 file is the only one that is processed. The others are
041390 - alternate alphabetic listings of 0.
041391 -
041392 - Typically, an end user does not need this function, except if you wish
041393 - to create an inventory of some other directory. Since this is not
041394 - normally used, improvement of this feature is noted, and referenced to
041395 - the record on 000805. ref SDS 12 0001
041396 -
041397 - Call if you need assistance on this.
041398 -
041399 -
041400 -
041401 -
041402 -
041403 -
041404 -
041405 -
0415 -