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: November 6, 2002 02:49 PM Wednesday; Rod Welch

Subject Index revise for generic Enterprise Management and "ontology."

1...Summary/Objective
2...Organic Structures Standardized to Aid General Application
3...Company and Personal Accounts Seem Redundant with Contacts


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CONTACTS 

SUBJECTS
Subjects Master Index
Set up standard project accounts Procedures Subject Indexing
Subject Index General Application, Ontology
Subject Index New User Defaults When New User is Set Up
Subjects Standard Taxonomies Replicate Account Structures from Templa
Good Management Hard Work Organic Subject Structure, Subjects Complex

1008 -
1008 -    ..
1009 - Summary/Objective
1010 -
101001 - Follow up ref SDS 21 0000, ref SDS 22 0000.
101002 -
101003 - Major improvement to organic structures for default subject indexes
101004 - provides to new users.  Added common templates for company (which may
101005 - be phased out), contacts and projects, and provides research accounts
101006 - that cover everything.
101007 -
101009 -       ..
101010 -      [On 021110 notified Gary. ref SDS 24 0001
101011 -
101012 -
101013 -
101015 -  ..
1011 -
1012 -
1013 - Progress
1014 -
101401 - Organic Structures Standardized to Aid General Application
101402 -
101403 - The subject index for Gary is messed up for some reason, as
101404 - reportd on 021105. ref SDS 23 VY5F
101406 -  ..
101407 - Part of the correction is to replace the system defaults which come
101408 - from the directory...
101409 -
101410 -
101411 -                      h: sd 06 00000
101413 -  ..
101414 - Today, I am changing the subject index to reflect experience the past
101415 - few years.
101417 -  ..
101418 - Primary Subject Index, $PSI, ref OF 60 00000
101419 -
101420 -       ...................................... Functions
101421 -       c: SD................................. SDS
101422 -       c: 00................................. Programs
101423 -       c: 01................................. Utilities
101424 -       c: 02................................. Company
101425 -       c: 03................................. Projects
101426 -       c: 04................................. Jobs
101427 -       c: 05................................. Contacts
101428 -       c: 06.................................
101429 -       c: 07................................. Research
101430 -       c: 08.................................
101431 -       c: 09................................. Temporary #1
101432 -       c: 10................................. Temporary #2
101433 -       c: 11................................. Temporary #3
101434 -       c: 12................................. Temporary #4
101435 -
101437 -  ..
101438 - Schedule Diary System, $sd, ref OF 28 0000
101439 -
101440 -     Put this in the primary index for new users.
101441 -
101442 -     Put it in Gary's primary index.
101443 -
101445 -  ..
101446 - Company and Personal Accounts Seem Redundant with Contacts
101447 -
101448 - Decided to eliminate the personal account 08, because experience
101449 - shows that the 05 contact account can support both individuals and
101450 - organizations.
101452 -  ..
101453 - It may be that we need a separate primary accont for individuals, and
101454 - leave 05 for organizations.  We could make it 06 or something.
101456 -  ..
101457 - Maybe Gary will comment.
101459 -  ..
101460 - Considered today eliminating the 02 primary for Company, since there
101461 - is no reason this cannot simply be another organization under 05.
101462 - For now decided to keep Company, but conformed the default accounts
101463 - to the organization template under 05.
101464 -
101466 -  ..
101467 - Created following new organic structures for New Users...
101468 -
101469 -    02 Company
101470 -
101471 -       02CF                             Personnel
101472 -       02CI                             Marketing
101474 -     ..
101475 -    03 Projects
101476 -
101477 -       03 00000                         Master Index
101478 -
101479 -             Explain feature of keeping a Master Index, so the current
101480 -             index enables people to focus on only current projects.
101482 -        ..
101483 -       03 0000T                         Template Accounts
101484 -
101485 -             Same structure as company, provides standard
101486 -             procedure to start every project.
101487 -
101488 -           [On 030123 notified Gary about opportunity to use
101489 -           standardized templates to set up new projects. ref SDS 25
101490 -           0001
101492 -     ..
101493 -    04 Jobs
101494 -
101495 -       04 0000T                         Template Accounts
101496 -
101497 -             Same structure as company, provides standard procedure to
101498 -             start every project.
101500 -     ..
101501 -    05 Contacts
101502 -
101503 -       05 0000i                         Contact template individual
101504 -       05 0000o                         Contact template organization
101505 -
101506 -          Organizational contact template is identical to the Company
101507 -          template, and so Company may be reduncant, but we are
101508 -          keeping it for awhile.
101510 -           ..
101511 -          Individual contact template is similar to organizational
101512 -          template, but has some differences reflecting the differences
101513 -          between people and organiztions, although it may turn out
101514 -          that a single structure is adequate for both.
101516 -     ..
101517 -    06 Law
101518 -
101519 -       This account is eliminated from primary index, because it is now
101520 -       part of research.
101522 -     ..
101523 -    07 Research
101524 -
101525 -       Made the current Research account for Rod the default organic
101526 -       structure for all new Users.  This is the easiest way to get
101527 -       everybody started.
101528 -
101529 -       This is a lot of stuff, but it provides initial guidance that
101530 -       enables people to get started in a consistant way, without
101531 -       having to figure everything out.
101533 -        ..
101534 -       We are still missing major accounts like agriculture,
101535 -       transportation, entertainment, manufacturering, etc.
101536 -
101537 -
101538 -
101539 -
101540 -
101541 -
101542 -
101543 -
101544 -
101545 -
101546 -
101547 -
1016 -