THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: October 7, 2002 06:22 PM Monday; Rod Welch

Gary submits questions on SDS; sent another update.

1...Summary/Objective
2...Keyboard for Ergonomic Use of SDS Working Fine
3...F2 Keyboard Problems May Relate to W98
4...Cut and Paste Editing Needs F5 to Mark Location for Paste and Insert
5...Schedule New Task from Archived Diary Record or Current Diary
6...Prior Date Diary Update Schedule Before Scheduling New Task
........Scheduling a New Task - First Position Cursor in Schedule
7...Schedule Multiple Tasks with Separate Steps
8...Updated Welch SDS Records on Gary's Computer
.....WS FTP Pro Configure for FTP Operations
9...Develop Subjects for Gary's Project to Learn SDS


..............
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CONTACTS 
0201 - Dynamic Alternatives
020101 - Mr. Garold L. Johnson
020102 - dynalt@dynalt.com

SUBJECTS
Ergonomic Keyboard for Efficient Use of SDS Gary Has Omnikey Keyboard
Keyboard Omnikey with Funciton Keys Optimized for SDS Need to Set Dip
Keyboard Function Keys Optimized for SDS Gary Has an Omnikey 5001 Key
Progress Gary Seems to be Making Excellent Headway Learning SDS

1706 -    ..
1707 - Summary/Objective
1708 -
170801 - Follow up ref SDS 4 0000, ref SDS 2 0000.
170802 -
170803 - Gary is working to get the function keys arranged on the keyboard for
170804 - efficient use of SDS.  Our records have information that may help
170805 - locate dip switches he needs to set the configuration. ref SDS 0 V43J
170806 - He asks questions today on editing using cut and paste, ref SDS 0
170807 - DF4N, and creating new tasks. ref SDS 0 I29O  The procedure for
170808 - scheduling multiple tasks on a single issue covers the design
170809 - philosophy of SDS for linking new tasks to diary history. ref SDS 0
170810 - CK6G   Submit program update and current work files, since the last
170811 - update on 021002. ref SDS 0 5Y5H  This provides a set of subjects that
170812 - Gary can consider copying to his User ID for organizing his work on
170813 - using SDS. ref SDS 0 3R8O
170814 -
170815 - Sent an email linked to this record responding to Gary's questions
170816 - today, and notifying of an update for SDS on the web.
170817 -
170818 -
170819 -
170820 -
170821 -  ..
1709 -
1710 -
1711 - Progress
1712 -
171201 - Keyboard for Ergonomic Use of SDS Working Fine
171202 -
171203 - Follow up ref SDS 4 7U6L, ref SDS 3 LZ4I.
171204 -
171205 - Received ref DRT 1 0001 from Gary reporting progress on configuring
171206 - the keyboard with function keys that support SDS, per planning for
171207 - ergonomic application of SDS functions reported on 020924. ref SDS 1
171208 - EL8F
171209 -
171210 - Gary got a letter from the vendor, Don Strait, who contacted us a few
171211 - days ago letting us know he supports the Omnikey keyboards.  Don
171212 - answered questions which Gary had submitted, ref DRT 1 0002, and
171213 - explained need to set dip switches.
171214 -
171215 -  ..
171216 - Gary recalls working with dip switches on the keyboard years ago, but
171217 - does not recall the procedure, and so far cannot find a manual.  He is
171218 - working on this. ref DRT 1 HU5L
171219 -
171220 -     We have several Omnikey 102 keyboards.  On this board, the dip
171221 -     switches are beneath a small plastic flap in the top left corner
171222 -     that has the keyboard name and logo.  There is a slight vertical
171223 -     plastic lip on this element, so it is easy to open for access to
171224 -     the dip switches.
171225 -
171226 -   [On 021008 Gary will consult with Joyce about locating dip switches
171227 -   on the keyboard. ref SDS 6 5G6L
171228 -
171229 -   [On 021022 commented on this pending issue. ref SDS 8 YF4I
171230 -
171231 -   [On 021106 Gary sent follow up letter to Don Strait asking for
171232 -   support to configure the Omnikey keyboard. ref SDS 10 9Y7O
171233 -
171234 -
171235 -  ..
171236 - F2 Keyboard Problems May Relate to W98
171237 -
171238 - Follow up ref SDS 4 5Y8A.
171239 -
171240 - Gary found a program on his computer that was tying up the F2 key. He
171241 - changed the configuration, and now F2 runs in SDS.
171242 -
171243 -
171244 -
171245 -
171246 -
1713 -

SUBJECTS
Orientation Editing for Medit and SDS
Cut & Paste active, 910528
Cut & Paste Gary Figured Learned This Needs Help Using F5 to Mark Loc

230501 -  ..
230502 - Cut and Paste Editing Needs F5 to Mark Location for Paste and Insert
230503 -
230504 - Received ref DRT 2 0001 from Gary showing progress using Cut & Paste.
230505 - He lists steps for copying...
230506 -
230507 -        •  Position to the record to copy from.
230508 -        •  Shift F5 - Initiate cut & Paste operation
230509 -        •  F5 - Mark UL
230510 -        •  F6 - Mark LR
230511 -        •  F3 / F4 - copy / clear block to the cut file
230512 -        •  Position to where to insert the cut text.
230513 -        •  Shift F6 - Paste at UL
230514 -
230515 -  ..
230516 - F5 that enters UL marks both the upper left boundary for the cut or
230517 - copy op, and it marks the upper left position for doing a paste or
230518 - insert.
230519 -
230520 -  ..
230521 - Thus, use F5 to first mark the location where you want the upper left
230522 - corner of the stuff to be entered, and then Ctrl F5 to paste over or
230523 - Shift F6 to insert.  After the paste or insert op is completed press
230524 - F1 to restore the main profile level 1, and use Alt F3 to clear the
230525 - cut and past memory  in order to save memory.
230526 -
230527 -  ..
230528 - If you start a cut and past operation by pressing Shift F5 and F5 to
230529 - mark the UL position, there will be a beep if there is still something
230530 - in the cut and paste memory.  Of course you can use the same feature
230531 - to paste or insert the same stuff multiple times in multiple files
230532 - until you clear the cut and paste memory with Alt F3.
230533 -
230534 -
230535 -
230536 -
230537 -
230538 -
2306 -

SUBJECTS
Prior date, add diary, Shift F6
Add new task
Planning, Concept
Procedures
Prior Date Record Creating New Task in Schedule and Archiving to Any

3208 -
320801 -  ..
320802 - Schedule New Task from Archived Diary Record or Current Diary
320803 - Prior Date Diary Update Schedule Before Scheduling New Task
320804 -
320805 - Gary asks....
320806 -
320807 -      The help file says "The "Prior Date Diary" function shown in the
320808 -      Manage menu lets you create a Diary record for any date in the
320809 -      past.” That function is in the Diary menu, which actually makes
320810 -      more sense. The help file is 10 22. It would be convenient if the
320811 -      help files gave the file name somewhere. I did get a record
320812 -      created, so I think I am ok on that. ref DRT 2 PPTW
320813 -
320814 -       ..
320815 -      I then wanted to schedule a follow up to that Diary Record, so I
320816 -      used F1, Shift F1 to get a schedule record using this one as a
320817 -      template. I was surprised to find the record under the earlier
320818 -      date rather than today. I assume this is expected behavior, but I
320819 -      what is the rationale? I simply moved it to today where I wanted
320820 -      it. ref DRT 2 PPUT
320821 -
320822 -  ..
320823 - Two considerations will help with this issue....
320824 -
320825 -    1.  After creating a diary for a record on a prior date, it is good
320826 -        practice to save the diary, close this SDS session, and launch
320827 -        SDS again, so that the diary is archived.  This is not
320828 -        essential, but it avoids inadvertant problems of getting things
320829 -        out of sync, which I cannot think of right now.
320830 -
320831 -           [On 021119 telephone support implementing procedures for
320832 -           creating new diary records for prior dates. ref SDS 11 Q45F
320833 -
320834 -         ..
320835 -        It is also good practice to create one record at a time. You
320836 -        can create multiple records for the same date, but not for
320837 -        different dates.  The procedure that has worked best is to
320838 -        create one or several for a particular date.  Close SDS, open
320839 -        it and let the program archive the new records, then create
320840 -        another for a different prior date if needed.
320841 -
320842 -         ..
320843 -        Scheduling a New Task - First Position Cursor in Schedule
320844 -
320845 -
320846 -    2.  After the Schedule comes up, open the new diary record you just
320847 -        created in step 1, and then execute the function that creates a
320848 -        the new task from the new diary record, except FIRST place the
320849 -        cursor on the date where you want to the new task to be
320850 -        scheduled.  The new task is always entered in the Schedule
320851 -        below the line where the cursor is positioned when the new task
320852 -        op is executied in a diary record.
320853 -
320854 -
320855 -
320856 -  ..
320857 - Schedule Multiple Tasks with Separate Steps
320858 -
320859 - Received ref DRT 3 0001 from Gary with further questions on
320860 - procedures to schedule new tasks.
320861 -
320862 - Gary says...
320863 -
320864 -      I wanted to make similar schedule entries for several days in the
320865 -      future, so I tried F1, Shift F1 from the first schedule record.
320866 -      That can be done only from a Diary Record. So, I tried to copy
320867 -      the schedule record, but they can only be moved, not copied. So
320868 -      the question remains, how can I copy schedule records to get
320869 -      similar entries on multiple days? ref DRT 3 0001
320870 -
320871 -          ..
320872 -         Schedule records cannot be copied from the schedule.
320873 -
320874 -         This is an area that may need to be improved in SDS.
320875 -         The philosophy of planning and scheduling in SDS is that we
320876 -         want new tasks linked back to the history that led to the new
320877 -         task. Therefore, new tasks are always created from a diary
320878 -         record, either an archived record created yesterday or
320879 -         earlier, or a current diary record created today.
320880 -
320881 -         It may be possible to accomplish this objective and sill let
320882 -         Users copy tasks from the Schedule as Gary discusses.
320883 -
320884 -  ..
320885 - Gary continues...
320886 -
320887 -      I have several classes coming up. All are similar in that they
320888 -      carry the same subject and references. I could make a diary
320889 -      record out of one, generate and move copies, then reset the diary
320890 -      record to a schedule record. But that seems like a long way
320891 -      around. ref DRT 3 YF6F
320892 -
320893 -         The approach that I use is to create a task for today on
320894 -         planning, in this case, to perform some tasks related to
320895 -         "classes."
320896 -
320897 -          ..
320898 -         Then use this diary record to schedule a new task.
320899 -
320900 -         Open the diary record and schedule the next task, and do the
320901 -         same to schedule the 3rd task.
320902 -
320903 -          ..
320904 -         Now there are three (3) scheduled tasks linked to the original
320905 -         planning task.
320906 -
320907 -              We can talk by phone to do this as an exercise.
320908 -
320909 -         This procedure still leaves the user with the need to create a
320910 -         link between the second scheduled task and the diary record of
320911 -         the 1st schedule task when it is performed, because (under the
320912 -         theroy of SDS) not only should the 2nd, 3rd and future tasks
320913 -         have the same subjects, they also need links to the prior
320914 -         work.  In this case, it may not seem important, but often it
320915 -         turns out that these links are helpful.
320916 -
320917 -
320918 -
320919 -
320920 -
320921 -
320922 -
320923 -
3210 -

SUBJECTS
Rod Updated SDS Records on Gary's Computer
Rod's Records Updated on Gary's Computer
Zip File Updating SDS Code and Work Files Placed on Website for Gary
Gary's Records Corrected Zip File Updating SDS Code and Work Files Pl

350601 -  ..
350602 - Updated Welch SDS Records on Gary's Computer
350603 -
350604 - Follow up ref SDS 4 5Y5H.
350605 -
350606 - Put an SDS update on the web for Gary to download, using procedures in
350607 - the record on 021002. ref SDS 4 8V3N
350608 -
350609 -  ..
350610 - Would be best if Gary gets ws_ftp pro configured, per below, to
350611 - download updates and then delete the zip files, per below. ref SDS 0
350612 - 1R4H
350613 -
350614 -     [On 021013 updated SDS again. ref SDS 7 U1PY
350615 -
350616 - As well, Gary can download the zip files for updating SDS by
350617 - opening...
350618 -
350619 -
350620 -              http://www.welchco.com/09/
350621 -
350622 -  ..
350623 - The files can unzipped to the correct directores as follows...
350624 -
350625 -     C\09>zu -d -n cs c:\ *.*
350626 -
350627 -     C\09>zu -d -n ds d:\ *.*
350628 -
350629 -     C\09>zu -d -n fd f:\ *.*
350630 -
350631 -     C\09>zu -d -n hs h:\ *.*
350632 -
350633 -  ..
350634 - The Group Manager file will be incorrect for Gary.  He can substitute
350635 - his Group Manager with the following command...
350636 -
350637 -     C\09>copy c:\sd\03\047027g c:\sd\03\037027
350638 -
350639 -
350640 -
350641 -
350642 -
350643 -
350644 -
350645 -
3507 -

SUBJECTS
WS FTP Pro Configuration
WS FTP Pro Setup Parameters for Uploading, Downloading and Deleting F

3805 -
380501 -      ..
380502 -     WS FTP Pro Configure for FTP Operations
380503 -
380504 -     Follow up ref SDS 4 1R4H.
380505 -
380506 -     Gary has not commented on setting up ws_ftp.exe, for uploading to
380507 -     the web.  This capability can, also, be used to download files,
380508 -     like updating SDS, per above, ref SDS 0 5Y5H, and planning in the
380509 -     record on 021002. ref SDS 4 1R4H
380510 -
380511 -         [On 021008 Gary reports system is up and running. ref SDS 6
380512 -         1R4H
380513 -
380514 -         [On 021022 Gary reports transfer log is not showing up, so
380515 -         this is not configured correctly for SDS. ref SDS 8 MZ4H
380516 -
380517 -         [On 021102 Gary reports problem solved. ref SDS 9 MZ4H
380518 -
380519 -
380520 -
380521 -
380522 -
3806 -

SUBJECTS
Began Creating Subjects for the Project of Gary Learning SDS
Subject Accounts Setup for Gary's Project to Learn and Use SDS
Welch, Rod Created Project Account to Lear Use Evaluate SDS Used Welc
Template Copy Existing Accounts to Setup New Primary Account

4507 -
450701 -  ..
450702 - Develop Subjects for Gary's Project to Learn SDS
450703 -
450704 - Follow up ref SDS 4 3R8O.
450705 -
450706 - Per planning on 021002, used updated feature in SDS for copying
450707 - subjects from a template project to create a set of accounts for a new
450708 - project, as explained on 021004. ref SDS 5 0001
450709 -
450710 - The update for the SDS program and my work files transferred to Gary
450711 - as shown above, ref SDS 0 5Y5H, includes the following subject
450712 - account...
450713 -
450714 -      ..
450715 -     Primary project account for Gary to learn, use and evaluate SDS
450716 -
450717 -              h: sd 06 00101 $0400074
450718 -
450719 -      ..
450720 -     Directory for index files that contain sub-level accounts
450721 -
450722 -              h: sd 06 00101 &0400074
450723 -
450724 -  ..
450725 - Gary can transfer copy these using Windows or DOS tools to the
450726 - directory for his User ID...
450727 -
450728 -      C>copy h:\sd\06\00101\$0400074 h:\sd\06\UUUUU
450729 -
450730 - ...and
450731 -
450732 -      C>xcopy h:\sd\06\00101\&0400074\* h:\sd\06\UUUUU\ /s
450733 -
450734 -
450735 -
450736 -
450737 -
450738 -
450739 -
450740 -
450741 -
450742 -
450743 -
450744 -
450745 -
450746 -
450747 -
Distribution. . . . See "CONTACTS"