THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: October 10, 2002 11:46 AM Thursday; Rod Welch

Gary using alternate DOS program may cause problems for SDS.

1...Summary/Objective
2...Keyboard for Ergonomic Use of SDS Working Fine
3...SAA Operation Failing to Open Records Listed in Reference Field
4...Knowledge Space Organizes Communication in Spreadsheet
5...Writing a Letter Set Up Doc Log Operation to Create Knowledge Space
6...F1 F5 Doc Log Fields Set Up and Filling Out to Write a Letter
7...Doc Management Improvement Planning


..............
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CONTACTS 
0201 - Dynamic Alternatives
020101 - Mr. Garold L. Johnson

SUBJECTS
Ergonomic Keyboard for Efficient Use of SDS Gary Has Omnikey Keyboard
Keyboard Omnikey with Function 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

1006 -
1006 -    ..
1007 - Summary/Objective
1008 -
100801 - Follow up ref SDS 11 0000, ref SDS 10 0000.
100802 -
100803 - Encountered problems opening files from the Reference field.
100804 - ref SDS 0 DF4N  This needs investigation to see if the problems can be
100805 - cleared by running SDS under Microsoft DOS. ref SDS 0 DQ6F  Worked on
100806 - writing a letter using doc log and contacts systems. ref SDS 0 I29O
100808 -  ..
100809 - Submitted ref DIT 1 0001 linked to this record confirming
100810 - understandings and planning.
100811 -
100812 -     [On 021028 sent Gary updated SDS program with improvements he
100813 -     suggested today. ref SDS 15 0001
100814 -
100816 -  ..
1009 -
1010 -
1011 - Progress
1012 -
101201 - Keyboard for Ergonomic Use of SDS Working Fine
101202 -
101203 - Follow up ref SDS 11 7U6L, ref SDS 10 7U6L.
101204 -
101205 - Gary did not discuss progress on this issue.
101206 -
101207 -
101208 -
101209 -
101210 -
101211 -
101212 -
1013 -

SUBJECTS
Orientation Editing for Medit and SDS
SAA Open Action Items Listed in Reference Field
Johnson, Gary Opening Files Listed in Reference Field Not Working on
References, open SDS records
SAA Opening Action Items Listed in Reference Field of Schedule Analys
SAA is Broke Not Opening Action Item to Target File and Target Line
Alternate DOS4 Program to MS DOS May Cause Problems

200901 -  ..
200902 - SAA Operation Failing to Open Records Listed in Reference Field
200903 -
200904 - Follow up ref SDS 11 DF4N, ref SDS 10 DF4N.
200905 -
200906 - Gary explained a problem he is having today using Schedule Analysis
200907 - and Adjustments (SAA).
200909 -  ..
200910 - When he double clicks on an action item listed in the Reference field,
200911 - he is getting an error message that the file is not found.  A similar
200912 - problem occurred when we tried to open a file listed in the Reference
200913 - field to write a letter, per below. ref SDS 0 I29O
200915 -  ..
200916 - We did some careful exercises to verify the problem by verifying that
200917 - the record he wants to open exists, and there is an action item in the
200918 - record.
200919 -
200920 -     We later verified that SDS records can be opened from the
200921 -     Reference field of other records.  This indicates the problem is
200922 -     likely related to format/line number problems in Gary's records.
200923 -
200925 -  ..
200926 - One possible explanation is that Gary is using an alternate DOS
200927 - program, rather than DOS for Windows 98.
200929 -  ..
200930 - Gary will try running SDS under Microsoft DOS to see if this clears
200931 - the problem.
200932 -
200933 -       [On 021029 learned DOS4 has different format for DIR command.
200934 -       ref SDS 16 0001
200935 -
200936 -       [On 021105 Gary switched to MS DOS and this solved all of these
200937 -       problems. ref SDS 17 Y33H
200939 -      ..
200940 -     If this clears the problem, and Gary likes the alternate program,
200941 -     It might be possible to zip the DOS program, and send to Morris.
200942 -     If he has time, he may be able to isolate the conflict in the code
200943 -     and develop a solution that works for both Microsoft DOS and the
200944 -     program Gary is using.
200946 -      ..
200947 -     Another idea this scenario suggests is that the DOS program Gary
200948 -     is using can be managed to solve the memory issue we have been
200949 -     discussing with Microsoft.
200951 -  ..
200952 - Gary later reported problems have persisted, so he will zip his SDS
200953 - records and send them to me for review.
200954 -
200955 -    [On 021013 received Gary's SDS records and fixed the format issues,
200956 -    this cleared the problems accessing SAA references. ref SDS 12 DF4N
200957 -
200958 -
200959 -
200960 -
200961 -
200962 -
200963 -
2010 -

SUBJECTS
Writing a Letter Filling Out Doc Log in Reference Field
Letter Setup from SDS, 0501
F1 F5 Doc Log Format Template, 04408
Opening Files Listed in Reference Field to Write a Letter Not Working

3106 -
310701 -  ..
310702 - Knowledge Space Organizes Communication in Spreadsheet
310703 - Writing a Letter Set Up Doc Log Operation to Create Knowledge Space
310704 - F1 F5 Doc Log Fields Set Up and Filling Out to Write a Letter
310705 -
310706 - Follow up ref SDS 11 I29O, ref SDS 10 I29O.
310707 -
310708 - SDS is a "spreadsheet for knowledge," described in POIMS, ref OF 1
310709 - 1232, and discussed at Intel on 950927. ref SDS 3 51HP  This is a new
310710 - way of working that provides a lot of "fire power" for common literacy
310711 - to read, write, reference and save documents, reported on 950204.
310712 - ref SDS 2 4995 and ref SDS 2 ZI5G
310714 -  ..
310715 - We went through an exercise to write a letter, however, encountered a
310716 - problem when the computer would not open the letter, similar to the
310717 - SAA issue explained above. ref SDS 0 DF4N
310719 -  ..
310720 - The same procedure is used for receiving a letter, with a few
310721 - exceptions. ref SDS 0 KI3H  These tasks accomplish the first step in
310722 - the eight (8) steps shown in the record on 001219. ref SDS 4 4W4L
310723 -
310724 -       [On 021013 made procedures for receiving a letter the same as
310725 -       for sending a letter. ref SDS 13 YV9I
310727 -        ..
310728 -       [On 021027 prepared new procedures. ref SDS 14 5G3K
310730 -        ..
310731 -       [On 021119 orientation by phone on doc log. ref SDS 18 5G3K
310732 -
310733 -    1.  General.
310734 -
310735 -        Writing a letter in SDS is driven by the doc log system that
310736 -        uses the contact system to obtain addresses and signature block
310737 -        information, and it uses the subject index together with the
310738 -        date of the SDS record to establish where a document is stored
310739 -        on the computer disk.
310741 -         ..
310742 -        Open an SDS record and set up a record segment with subjects
310743 -        that identify the purpose and objectives of the letter.  This
310744 -        requires creating subject accounts and descriptions in the
310745 -        Subject Index (if they do not already exist), and loading the
310746 -        subject codes to the Control Field of the SDS record.
310748 -         ..
310749 -    2.  Doc Log Fields created by F1 F5.
310751 -         ..
310752 -        SDS uses primary and a secondary sets of doc log fields for
310753 -        creating, identifying and managing documents.  Data in these
310754 -        fields is used in a Doc Log management system.
310756 -         ..
310757 -        F1 F5 is executed with the cursor on a blank line in the
310758 -        narrative section of the SDS record that has the subjects
310759 -        assigned under step 1.  This creates a format for creating doc
310760 -        log fields in the Reference field to identify a document.
310762 -         ..
310763 -        The screen color changes to alert the User that an operation
310764 -        is underway.
310766 -         ..
310767 -        Mark 3 is entered automatically when F1 F5 is used.  You don't
310768 -        see anything that shows this, but this mark can be used in step
310769 -        three (3) to return to the initial location.
310771 -         ..
310772 -        After striking F1 F5, the User has press F5 again to scroll
310773 -        through four (4) choices to select one of the following doc
310774 -        log formats....
310775 -
310776 -                       DRT Document Received Today   - default choice
310777 -                       DIT Document Issued Today
310778 -                       DIP Document Issued Prior
310779 -                       DRP Document Received Prior
310781 -         ..
310782 -        ESC closes the Doc Log field selection process.  The screen
310783 -        color returns to normal.
310785 -         ..
310786 -        This F1 F5 process creates....
310787 -
310788 -                        Primary Doc Log Fields
310789 -                        Secondary Doc Log Fields
310791 -         ..
310792 -        The primary doc log fields are visible on the current screen
310793 -        in columns 1 80.
310795 -         ..
310796 -        The secondary doc log fields are visible by scrolling the
310797 -        screen tapping F8 twice to offset the screen to column 89. (F8
310798 -        was last coded on 931024. ref SDS 1 EK5L)  It is not necessary
310799 -        to see these fields for doing the next step of filling out the
310800 -        doc log fields to write a letter.  If you do use F8 to scroll
310801 -        the file, then use F7 to scroll the file back to so the cursor
310802 -        is on column 13.
310804 -         ..
310805 -    3.  Primary Doc Log fields.
310807 -         ..
310808 -        Fill out the "Project" portion of the document identification
310809 -        and enter the subject code into the subject field of the doc
310810 -        log fields.
310812 -         ..
310813 -        The cursor is now on column 13 just below the word "Project"
310814 -        on the doc log field.
310816 -         ..
310817 -        Move the cursor vertically to the Control Field and put it on
310818 -        the line that has the subject assigned for this letter.  It may
310819 -        be necessary to use F9 to scroll the file up in order to
310820 -        position the Control Field on the screen so the cursor can be
310821 -        moved to the subject line in the Control Field.
310823 -         ..
310824 -        Shift F3 returns to Mark 3.  If the Control Field for the
310825 -        letter that is being written or received is very deep in the
310826 -        record, Shift F3 is a faster way to get back to the approximate
310827 -        location in the record for positioning the cursor on the
310828 -        Control Field line with the Subject code for the letter.
310830 -         ..
310831 -        F5 pressed with the cursor on column 13 - 18 of the Control
310832 -        Field line with the subject code for the letter, does the
310833 -        following things...
310834 -
310835 -           a.  Returns to the doc log entry line in the Reference
310836 -               Field.
310838 -                ..
310839 -           b.  Enters the "project" portion of the subject code into
310840 -               the project section of the document identification
310841 -               fields.  You will visually see this has occurred.
310843 -                ..
310844 -           c.  Enters a narrative description of the document based on
310845 -               the description of the subject code assigned to the
310846 -               letter, which is taken from the Subject Index.
310848 -                ..
310849 -           d.  Enters the complete subject code into the subject
310850 -               field of the doc log.  You will not see this, but can
310851 -               scroll the screen right with F8 and see the subjects
310852 -               have been entered beginning on column 248.
310854 -         ..
310855 -        Typically at this point the primary doc log fields are
310856 -        completed and you are ready to fill out the secondary fields.
310858 -         ..
310859 -        Common considerations to check for primary doc log fields
310860 -        are...
310861 -
310862 -           e.  Documents Issued Today (DIT) - you may need to edit the
310863 -               filename field by changing the the last two characters,
310864 -               which are incremented each time a new document is
310865 -               started.
310867 -                ..
310868 -           f.  Documents Received Today (DRT) - you may need to edit
310869 -               the year, month and filename fields, if the document you
310870 -               are receiving into the record is for a different date
310871 -               than for today.
310873 -                ..
310874 -           g.  Description may need to be edited to fit the
310875 -               screen width and better reflect the purpose of the
310876 -               letter.
310878 -         ..
310879 -    4.  Secondary Doc Log Fields requires two steps (a and b)
310880 -
310881 -           This uses the contact system to fill out who is sending the
310882 -           letter and who is getting the letter.  It also enters who
310883 -           should get a response and the date when the letter was
310884 -           sent, and when a response is due.
310886 -            ..
310887 -           Filling out this field requires that a letterhead format is
310888 -           in the Contact record beginning on line 0016 for the sending
310889 -           organization (FROM).
310891 -         ..
310892 -        Press F8 twice to scroll the record so that columns 89 - 168
310893 -        are visible.
310895 -         ..
310896 -        You will see field descriptions for filling out contact
310897 -        information.
310899 -             ..
310900 -        a.  Use the menu (Shift F10 or right click) to open Contacts
310901 -            and select the name of the organization and person sending
310902 -            the letter.  That is usually you.  Pressing Enter in the
310903 -            Contact Summary enters the organization and name of the
310904 -            author into the Secondary Doc Log field.
310905 -
310906 -            1.  After opening the menu, use the Tab key to move the
310907 -                cursor the Contact field.
310909 -                 ..
310910 -            2.  With the cursor on the "C" for Contacts, type 3 or 4
310911 -                characters of the name of the organization sending the
310912 -                letter.  In Gary's case he can use joh, or dyn, since
310913 -                he is identified by these alternate schemes.
310915 -                 ..
310916 -            3.  Press Enter.  This opens a Contact Summary with the
310917 -                cursor on column 1 of the line where Gary is listed in
310918 -                the Contact Summary.
310920 -                 ..
310921 -            4.  Press Enter again.  This closes the Contact
310922 -                Summary and opens the actual contact record, gets
310923 -                strings that identify Gary's organization, and his
310924 -                name, closes the contact record and enters the strings
310925 -                in the doc log fields.
310927 -                 ..
310928 -                The cursor is then placed in the next field to filled
310929 -                out in the Doc Log.
310931 -             ..
310932 -        b.  Repeat the same four (4) steps to fill out the contact
310933 -            fields for the addressee.
310935 -             ..
310936 -        c.  Occasionally, some editing is needed for the field that
310937 -            shows when a response is due, however, normally the default
310938 -            of 10 days is adequate.
310940 -             ..
310941 -            For documents like an invoice or formal contract
310942 -            documents that have control numbers assigned, enter this
310943 -            information into the appropriate field.
310945 -             ..
310946 -            SDS automatically assigns a control number to all
310947 -            correspondence.
310949 -         ..
310950 -        Doc Log fields are now filled out.  This usually takes only a
310951 -        few seconds.  Sometimes it takes a minute or two to find an
310952 -        appropriate subject, especially if you decide new subjects are
310953 -        needed that have to be created.
310955 -         ..
310956 -        Press F7 to scroll the file back to the primary position.
310958 -         ..
310959 -    5.  Open the letter by pressing Enter or double clicking on the
310960 -        line.
310962 -         ..
310963 -        Alternatively, press Shift F3 to return the narrative
310964 -        line where the doc log identification process was begun and
310965 -        enter a string for a citation to the new document that looks
310966 -        something like...
310967 -
310968 -            Submitted ref DIT 1 0001 linked to this record and
310969 -            explaining the work today on using SDS.
310971 -         ..
310972 -        After explaining the narrative per above what action is being
310973 -        taken, press Enter, or double click on the citation string in
310974 -        the narrative.  This opens the new letter.
310976 -         ..
310977 -    6.  Documents issued set up a format that includes a letterhead for
310978 -        the sender, the date, a document log number, the addressee, the
310979 -        subject from the string in the description field of the primary
310980 -        doc log field, the default anchor 0001, and other fields for
310981 -        writing a letter.
310983 -         ..
310984 -        The default format is PCL.
310986 -         ..
310987 -        Since most correspondence is submitted via Internet, PCL can be
310988 -        changed to HTML opening the menu and using the the first choice
310989 -        in the Print menu.
310991 -         ..
310992 -        Documents issued are automatically saved to the disk to create
310993 -        the directory structure needed.
310995 -         ..
310996 -        Write the letter.  Use F2 to save it.
310998 -         ..
310999 -        Mailing the letter using email and the Internet can be done by
311000 -        pressing between columns 52 to 59 on the Command Line above
311001 -        "Quit=ESC".
311003 -         ..
311004 -        This adds anchors to all paragraphs that do not already have
311005 -        anchors, and it adds HTML for publishing on the Internet.  The
311006 -        file put in a directory structure on the c drive under...
311007 -
311008 -                     c: sd wl          = web local data base
311009 -
311010 -        ...and also
311012 -                      ..
311013 -                     c: sd wt          = web transfer data base
311015 -         ..
311016 -        The web local data base provides a record of what is on the
311017 -        Internet, and permits local viewing off line.
311019 -         ..
311020 -        The web transfer data base is used for uploading to the
311021 -        Internet.  It is emptied of any prior files that have been
311022 -        uploaded previously, each time a file is saved
311024 -         ..
311025 -    7.  Documents Received Today require Savx
311027 -         ..
311028 -        Unlike documents issued today, documents received today are not
311029 -        automatically saved to the disk.  To save a doc received today
311030 -        for the first time you have to use the savx command on the
311031 -        Command Line executed with the Home key.  This generates any
311032 -        sub directory structure that may be needed. After savx is used,
311033 -        then F2 works to save any subsequent changes.
311035 -             ..
311036 -            [On 021013 eliminated differences between issued and
311037 -            received documents. ref SDS 13 YV9I
311039 -         ..
311040 -        When first opened documents received today are blank, whereas,
311041 -        when a doc issued today is first opened, there will be PCL and
311042 -        formatting, per above. ref SDS 0 599G
311044 -         ..
311045 -        Typically, the first step is use F1 F5 to create default HTML
311046 -        formatting for received documents.  This steps creates the
311047 -        following fields that remain in the file....
311048 -
311049 -               (! sender )
311050 -
311051 -               (! date )
311052 -
311053 -               (! address )
311054 -
311055 -               (0001     - default anchor that will wind up above the
311056 -                           subject line from the email.
311057 -
311058 -               (! close )
311059 -
311060 -               (! PS)
311061 -               Post Script
311062 -
311063 -               (! copy )
311064 -               Copy to
311065 -
311066 -               (! BCC )        This has double slashes to comment out
311067 -               BCC             out blind copies for publication
311069 -         ..
311070 -        Using F1 F5 puts the cursor on the Command line ready for the
311071 -        next step.
311072 -
311073 -           In our telecon today, Gary commented that differences
311074 -           handling issued documents, ref SDS 0 599G, from receiving
311075 -           documents, ref SDS 0 KI3H, makes learning and using SDS more
311076 -           difficult.
311078 -               ..
311079 -              [On 021013 eliminated differences between issued and
311080 -              received documents. ref SDS 13 YV9I
311082 -               ..
311083 -              [On 021027 summarized improvements, ref SDS 14 0001, and
311084 -              listed new procedures that simplify writing and receiving
311085 -              letters. ref SDS 14 5G3K
311087 -               ..
311088 -              [On 021028 notified Gary of improvements, and submitted
311089 -              updated SDS program. ref SDS 15 0001
311091 -         ..
311092 -        Use the get (g) command to read into the correspondence file
311093 -        the new document, often saved from email.
311094 -
311095 -            Received email can be saved using Ctrl S and simply
311096 -            entering....
311097 -
311098 -                        c:\sd\10\x.txt
311100 -         ..
311101 -        From the command line enter...
311102 -
311103 -                        CMD>g x.txt
311104 -
311105 -        ...to read in the email file.
311107 -         ..
311108 -        Received mail requires moving some fields around a bit to fit
311109 -        the standard structure.
311111 -         ..
311112 -        Move the date under the date field.
311114 -         ..
311115 -        Use Contacts to enter the organization that sent the letter.
311117 -         ..
311118 -        Use Contacts to enter the name and organization of the
311119 -        addressee.
311121 -         ..
311122 -        This step will include the email address, so you can typically
311123 -        delete the To and From lines from the email format.  Sometimes
311124 -        you don't have the sender in the Contacts.  You can take time
311125 -        to create a Contact record, or skip this and do it later by
311126 -        using the From data from the email format for the Sender field.
311128 -         ..
311129 -        Place the subject line beneath the 0001 anchor line.
311130 -
311131 -
311132 -
311133 -
311134 -
311135 -
3112 -

SUBJECTS
Doc Log Writing a Letter Conform Issued and Received to Save Format a
Writing a Letter Conform Format for Savx and HTML Format for Both Iss

3504 -
350501 -  ..
350502 - Doc Management Improvement Planning
350503 -
350504 - Some considerations for improvements include...
350505 -
350506 -    1.  Eliminate PCL default format for docs issued today and make it
350507 -        HTML.  Currently, there is a simple conversion process using
350508 -        the Print menu to convert PCL to HTML, but since this seems to
350509 -        be used 99.9% of the time, maybe we should adopt HTML as the
350510 -        default format.
350512 -         ..
350513 -    2.  Make the HTML format the default for docs received, and also
350514 -        initializing the thing with savx to when the file is opened,
350515 -        rather than requiring the user to do this.
350517 -  ..
350518 - These are easy changes to make.  Just would like a second opinion
350519 - before going ahead.
350520 -
350521 -           [On 021013 did this. ref SDS 13 YV9I
350522 -
350523 -
350524 -
350525 -
350526 -
350527 -
350528 -
350529 -
350530 -
350531 -
350532 -
Distribution. . . . See "CONTACTS"