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


S U M M A R Y


DIARY: November 20, 2002 02:44 AM Wednesday; Rod Welch

Sent SDS progam update to Gary with corrections to his SI.

1...Summary/Objective
2...Submitted Program Update with Corrections to Subject Index
3...Subject Index Corrections Did Not Install
4...Learning the Power of Knowledge Space Grows Demand for SDS
5...Linking New Way Working Intelligently to Discovr Cause Effect
6...Plan, Perform, Report, Scientific Method Tracking Cause and Effect
7...Prior Date Tasks Use Existing Records as Template to Link History


..............
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CONTACTS 
0201 - Dynamic Alternatives                         562 802 1639
020101 - Mr. Garold L. Johnson
020102 - dynalt@dynalt.com

SUBJECTS
Updated Software version
Transfer Updated SDS Data Base
Update SDS with Improvements on HTML and Submit corrected SI for

0605 -    ..
0606 - Summary/Objective
0607 -
060701 - Follow up ref SDS 17 0000, ref SDS 15 0000.
060702 -
060703 - Update for the SDS program and my SDS records was transferred to the
060704 - web with corrections to Gary's subject index.  Provided instructions
060705 - that make linking fast and easy. ref SDS 0 4I6K  Gary has made good
060706 - progress learning to link and create new SDS records. ref SDS 0 SF6J
060707 - Gary reported that the update for his subject index did not install.
060708 - ref SDS 0 GV5K  Working by phone to fix the problem, ref SDS 0 GV84,
060709 - indicates that routines to maintain files in sync are not working.  I
060710 - sent another program and update for my SDS records that supplements
060711 - what was sent this morning.  Included all of my subject index, so we
060712 - can get Gary's computer in sync. ref SDS 0 ZL4M
060713 -
060714 -
060715 -
060716 -
060717 -  ..
0608 -
0609 -
0610 - Progress
0611 -
061101 - Submitted Program Update with Corrections to Subject Index
061102 -
061103 - The last update was on 021103. ref SDS 5 X16G
061104 -
061105 -  ..
061106 - This update has the following improvements and corrections, which Gary
061107 - has raised....
061108 -
061109 -     Gary's Subject Index corrected.......... 021105, ref SDS 6 238O
061110 -     HTML formatting......................... 021111, ref SDS 18 0001
061111 -
061112 -
061113 -  ..
061114 - Submitted email with link to this record showing instructions for
061115 - updating SDS software and submitting corrections to Gary's subject
061116 - index files....
061117 -
061118 -
061119 -      http://www.welchco.com/09/
061120 -
061121 -  ..
061122 - Created zip file that includes corrected Subject Index for Gary's
061123 - records.
061124 -
061125 - Gary can install this update as follows...
061126 -
061127 -      zu -d -n cs c:\ *.*
061128 -      zu -d -n ds d:\ *.*
061129 -      zu -d -n hs h:\sd\06\00101\ *.*
061130 -      zu -d hs h:\sd\06\gljdy\ *.*
061131 -
061132 -    Note -- below the last two specs appear to be incorrect.
061133 -    ref SDS 0 GV9W
061134 -
061135 -  ..
061136 - The last command without -n should install corrected records for Gary
061137 - by replacing all of his current Subject Index records.
061138 -
061139 - I am not transferring any of Gary's SDS records from the d drive,
061140 - because anything I submit would be out of date.
061141 -
061142 -
061143 -
061144 -
061145 -
061146 -
061147 -
061148 -
061149 -
061150 -
061151 -
061152 -
0612 -

SUBJECTS
Subject Index Assignments Changed Lost Original Organization

0804 - 1256
0805 -
080501 -  ..
080502 - Subject Index Corrections Did Not Install
080503 -
080504 - Gary reported in an email today that the subject Index which was
080505 - corrected on 021105, and transmitted to him earlier today, per above,
080506 - ref SDS 0 MX9H, did not install on his computer.  He still has the old
080507 - subjects.
080508 -
080509 - The examples he submitted appear to be different from the corrected
080510 - indexes.
080511 -
080512 - Sent Gary an email linked to this record suggesting we may able to fix
080513 - this by moving the subjects he has now to another directory, so we
080514 - know there is nothing there.
080515 -
080516 - Then unzipping just the subjects for Gary from the download earlier
080517 - today...
080518 -
080519 -      zu -d hs h:\sd\06\gljdy\ *.*
080520 -
080521 -
080522 -  ..
0806 -
0807 -
0808 - 1324
0809 -
080901 - Called Gary.
080902 -
080903 - Gary confirmed he has downloaded all the files uploaded earlier this
080904 - morning to the Internet, so I deleted these files, per above.
080905 - ref SDS 0 TV4K
080906 -
080907 - Gary renamed the directory on his computer....
080908 -
080909 -               h:\sd\06\gljdy
080910 -
080911 - ...to something else.
080912 -
080913 -  ..
080914 - Ran...
080915 -
080916 -      zu -d hs h:\sd\06\gljdy\ *.*
080917 -
080918 - ...per above, and found this didnt' work.
080919 -
080920 -  ..
080921 - He revised it to something else, and reported this successfully
080922 - installed the corrected subject index for his account
080923 -
080924 -                h: sd 06 gljdy
080925 -
080926 -  ..
080927 - Possibly the prior subjects were marked in some way that prevented
080928 - being overwritten.
080929 -
080930 -  ..
080931 - While working on this issue, Gary checked my subjects and noticed that
080932 - he does not have subjects updated from last night.  Whatever is
080933 - occurring, the result is that we are out of sync.  It looks like the
080934 - spec for installing my subjects is incorrect, similar to experience
080935 - failing to update Gary's subjects, per above. ref SDS 0 GV5K
080936 -
080937 - We want records for Welch (00101) on Gary's computer to be in sync
080938 - with the same account on my computer as of the date of the update, and
080939 - more importantly, we want a procedure that accomplishes this without a
080940 - lot of rework.
080941 -
080942 -  ..
080943 - To test the records transfer op, I did another update for the SDS
080944 - program and my SDS records, using tgj.bat that gets only stuff from
080945 - this morning to just now.  Gary should should see this record in his
080946 - set of these records on his computer, and it should be very similar to
080947 - this record he sees on the Internet.
080948 -
080949 -  ..
080950 - I also zipped all of my subject index...
080951 -
080952 -             z -P -a -r hsr h:\sd\06\00101\*.*
080953 -
080954 - ...and uploaded everything to the website...
080955 -
080956 -             http://www.welchco.com/09/
080957 -
080958 -  ..
080959 - Sent Gary an email linked to this record notifying that the update is
080960 - available, and asking to him to verify that the record he has on his
080961 - computer says the same thing as this version on the web.
080962 -
080963 -     [On 021122 Gary reported the records are out of sync, so submitted
080964 -     another program and record update and changed procedures to
080965 -     synchronize data sets. ref SDS 21 LO4H
080966 -
080967 -
080968 -
080969 -
080970 -
0810 -

SUBJECTS
Plan Perform Report SDS New Way Working Augment Intelligence Thinking
Schedule New Task Using Existing Record F1 Shift F1 Failed on Record
F1 Shift F1 from Within a Record or Double Click on Date Field in Dia
Prior date, add diary, Shift F6
Linking Audit Trail Traceability to Original Sources in SDS Records G
Training Support Increase Progress Learning SDS Flexible Structures a
Training Support Make Learning SDS Flexible Structures and New Way of

1510 -
151001 -  ..
151002 - Learning the Power of Knowledge Space Grows Demand for SDS
151003 - Linking New Way Working Intelligently to Discovr Cause Effect
151004 - Plan, Perform, Report, Scientific Method Tracking Cause and Effect
151005 - Prior Date Tasks Use Existing Records as Template to Link History
151006 -
151007 - Follow up ref SDS 20 Q45F. ref SDS 4 I39T.
151008 -
151009 - Gary understands links are created automatically to relevant history
151010 - when new tasks are scheduled in SDS using a prior record, and when a
151011 - new record is created for a prior date, as we discussed during the
151012 - training session last night. ref SDS 20 Q45F  This process inherently
151013 - constructs Knowledge Space by connecting related events into a
151014 - spreadsheet of cause and effect based on time (chronology) and
151015 - context, as explained in POIMS. ref OF 1 034J and ref OF 1 1232
151016 -
151017 -  ..
151018 - Gary indicated during our call this afternoon that he can now link
151019 - from his records to my records, using SDS features for creating custom
151020 - links based on instructions below. ref SDS 0 OG9M  This shows progress
151021 - on skills for improving accuracy of understanding and memory reviewed
151022 - on 020820, ref SDS 3 0G4F, and indicates training and support helps
151023 - people learn a new way of working with flexible structures, explained
151024 - on 890523, ref SDS 1 P13O, that is otherwise difficult, as reported on
151025 - 920215, ref SDS 2 5820, and discussed recently on 021109. ref SDS 15
151026 - TG4M  Understanding how to create a connected record quickly and
151027 - easily helps realize objectives on 021118, ref SDS 19 6N34, citing
151028 - goals set out on 021109. ref SDS 15 5Z4P  Once people experience the
151029 - power of Knowledge Space, the demand to use that powere will grow.
151030 -
151031 -  ..
151032 - Linking Gary's Records to Rod's records...
151033 -
151034 -    1.  Linking occurs from within SDS records, so open an SDS record
151035 -        for Gary.
151036 -
151037 -        The short explanation for linking is press F5 to mark the
151038 -        location of a link; open a record or move to another location
151039 -        in the current record to link and presss Enter at the location
151040 -        you want linked.  That's it.  If there is an anchor, that
151041 -        anchor will be used, and if not an anchor will be generated by
151042 -        the system.
151043 -
151044 -        Good practice is to link the top of paragraphs, rather than a
151045 -        line in the middle of a paragraph.
151046 -
151047 -             [...below, in a call this afternoon, Gary indicated he can
151048 -             link my records now. ref SDS 0 SF6J
151049 -
151050 -         ..
151051 -        Here are some detailed instructions on linking.
151052 -
151053 -         ..
151054 -    2.  Set up something to link, like...
151055 -
151056 -           On yymmdd Rod's record discusses limitations of PDF for
151057 -           enabling effective management. x
151058 -
151059 -        Leave the cursor at the end of the sentence, beyond the period
151060 -        (dot), to mark the location for a link.
151061 -
151062 -         ..
151063 -    3.  F5 marks the cursor location as the target for linking.
151064 -
151065 -        If you use the Diary Sumary to open a record for linking, that
151066 -        process marks the current cursor location for a link.  I you
151067 -        use a subject recport to find a record, that process does not
151068 -        mark the current location for a link, so mark it with F5, or
151069 -        you can come back and mark the location with F5 after opening a
151070 -        target record for linking.
151071 -
151072 -         ..
151073 -    4.  Find a record to link.
151074 -
151075 -        In this particular case, the record on 021118 discusses PDF
151076 -        stuff.
151077 -
151078 -         ..
151079 -        To get a diary summary for another user, in this case Rod,
151080 -        do the following....
151081 -
151082 -
151083 -           a.  Open the menu with Shift F10, or right click the
151084 -               mouse.
151085 -
151086 -                ..
151087 -           b.  Use the tab key three (3) times to place the cursor on
151088 -               the "D" in Diary on the menu bar.
151089 -
151090 -                ..
151091 -           c.  Since target for linking in this case is only a few days
151092 -               ago a spec like this will work....
151093 -
151094 -                         10 ^00101  <Enter>
151095 -
151096 -                ..
151097 -               ...where...
151098 -
151099 -                  1.  "10" is to get a diary for the last 10 days.  You
151100 -                      could enter a specific date, say....
151101 -
151102 -                            020201 60
151103 -
151104 -                       ..
151105 -                      ...to get the diary for 60 days beginning on
151106 -                      020201; or you could enter two dates...
151107 -
151108 -                            020201 020415
151109 -
151110 -                      ...to get a list of records for a specified
151111 -                      period.
151112 -
151113 -                       ..
151114 -                  2.  ^ is the carot symbol on the "6" key between keys
151115 -                      5 and 7 across the top of the keyboard, and
151116 -
151117 -                       ..
151118 -                  3.  "00101" is the ID for the User of the target
151119 -                      records to open and link back to the current
151120 -                      record.
151121 -
151122 -                ..
151123 -               This opens a list of Rod's records for the past 10
151124 -               days.
151125 -
151126 -                ..
151127 -           d.  Open the record to link on 021118, and select a line to
151128 -               link.
151129 -
151130 -               If you cannot find a line to link on "PDF" quickly by
151131 -               scrolling through the record with F9, summarize the
151132 -               headings the record by opening the menu...
151133 -
151134 -               1.  Press Shift F10 or right click the mouse.
151135 -
151136 -                    ..
151137 -               2.  Click "Manage" on the menu bar to open choices.
151138 -
151139 -
151140 -               3.  Select "Summary" about the 4th item down the list.
151141 -
151142 -                    ..
151143 -               4.  Find PDF in the Summary and double click on that
151144 -                   line to close the Summary and move the cursor to the
151145 -                   line with PDF.
151146 -
151147 -                   If it is hard to find PDF from the Summary, right
151148 -                   click to open another menu and select the Sort
151149 -                   option to look for PDF alphabetically in the Summary
151150 -                   of the record.
151151 -
151152 -                    ..
151153 -               5.  Once the cursor is on the line with PDF find a line
151154 -                   with an anchor.  Usually there is an anchor above
151155 -                   every heading, so since PDF was listed in the
151156 -                   Summary, that means there is an anchor above the PDF
151157 -                   heading line.
151158 -
151159 -                    ..
151160 -               6.  Put the cursor on any column, except on columns
151161 -                   with the 4 character width of the anchor itself,
151162 -                   and press Enter, or double click.
151163 -
151164 -                   This will close the current record for Rod and
151165 -                   create a link to that record in Gary's record at the
151166 -                   end of the sentence where F5 marked the target for a
151167 -                   link, per steps 2 and 3 above. ref SDS 0 01PR and,
151168 -                   ref SDS 0 4J5H
151169 -
151170 -                   Pressig Enter or double clicking with the cursor
151171 -                   within an anchor string (except for the 1st char "<"
151172 -                   causes the code to look for an internal link to the
151173 -                   anchor.
151174 -
151175 -
151176 -
151177 -
151178 -
151179 -
151180 -
151181 -
151182 -
151183 -
151184 -
151185 -
151186 -
151187 -
Distribution. . . . See "CONTACTS"