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


S U M M A R Y


DIARY: November 22, 2002 03:28 PM Friday; Rod Welch

Gary published SDS records on the Internet; offers ideas for editing.

1...Summary/Objective
2...Gary Demonstrates Anyone Can Publish SDS Records on the Internet
3...Learning KM Frustrating Combines Computer and Management Skills
4...Training and Support for Organizing Received Documents
5...Editing Using Get Command, Outlining, Wordwrap, Justify, Indented Text
...................everything in the right place at the right time
6...Program Update to Synchronize Data Sets on Gary's Computer

ACTION ITEMS.................. Click here to comment!

1...Note that the HTML conversion for the signature block in a
2...Need explanation for Gary on this issue; not following the problem.

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

SUBJECTS
Development Planning for Next Generation SDS
Functionality of New SDS
Functionality New SDS Essential Features
1st Published Record by Gary
Ws_ftp Not Configured for Immediate Access to Transfer Records
Publish 1st SDS Record on Internet
Publishing SDS Records on Internet Needs Ws_ftp Program Configured to

2109 -    ..
2110 - Summary/Objective
2111 -
211101 - Follow up ref SDS 23 0000, ref SDS 20 0000.
211102 -
211103 - Gary has started publishing SDS records on the Internet.  He is
211104 - working through the learning curve and experiencing frustrations with
211105 - complex procedures for receiving documents using poor editing features
211106 - in SDS compared to other tools people use for information technology.
211107 - After reviewing Gary's letter, I called and we invested time on
211108 - training and support, ref SDS 0 469I, so that receiving documents is
211109 - fast and easy for Knowledge Mangaement.  There is still more to do on
211110 - simplifying using the computer, noted by Bill Gates announcing a new
211111 - project at Microsoft. ref SDS 0 GG6O
211112 -
211113 - Submitted ref DIT 1 0001 to Gary with a link to this record confirming
211114 - understandings, and extending congratulations on progress toward a key
211115 - goal of the project for Gary to publish SDS work product on the
211116 - Internet that demonstrates KM, as defined in POIMS, ref OF 1 HO4H, can
211117 - be done by people who invest time to learn, like Gary is doing.
211118 -
211119 -     [On 021125 Gary proposes working on SDS development. ref SDS 24
211120 -     0001
211121 -
211122 -
211123 -
211124 -
211125 -  ..
2112 -
2113 -
2114 - Progress
2115 -
211501 - Gary Demonstrates Anyone Can Publish SDS Records on the Internet
211502 -
211503 - Received ref DRT 1 0001 from Gary with links to SDS records and a
211504 - document he has published on the Internet for...
211505 -
211506 -          ..
211507 -     1.  SDS record on...
211508 -
211509 -         Functionality of a new SDS............ 021122, ref DRT 1 0584
211510 -
211511 -         ...which is on the Internet at...
211512 -
211513 -            http://www.welchco.com/sd/08/GLJDY/02/02/11/22/124823.HTM
211514 -
211515 -         ...and reflects the work he did on this subject, reported in
211516 -         the record for 021120. ref SDS 23 VJ6N
211517 -
211518 -          ..
211519 -     2.  Letter on...
211520 -
211521 -         Functionality of a new SDS............ 021122, ref DRT 1 0002
211522 -
211523 -
211524 -  ..
211525 - This shows progress on accomplishing a major goal of the project for
211526 - Gary to learn and use SDS, and to begin communicating and
211527 - collaborating with SDS records.
211528 -
211529 - Gary reports there is an error in the HTML code for SDS records that
211530 - omits the closing anchor params for the mailto command. ref DRT 1 YI6F
211531 -
211532 -      Work on this was recently performed in the record on 021111, so
211533 -      made this fix in that record. ref SDS 19 BE3O
211534 -
211535 -  ..
211536 - In our call today, he explained that several additional clicks are
211537 - needed to configure his ws_ftp program for transferring files from
211538 - the SDS transfer directory to the Internet.
211539 -
211540 -  ..
211541 - Gary has several web sites where he posts files, and so has not
211542 - configured a ws_ftp session to handle SDS alone.  If the SDS project
211543 - takes hold, Gary will be transferring records often during a day, and
211544 - so at that time it may be a time saver to have a call for ws_ftp that
211545 - opens with a configuration that is ready to transfer from the SDS
211546 - transfer directory to the Internet.
211547 -
211548 -  ..
211549 - Gary can experiment to see if we can post web pages to any alternate
211550 - site he wants by changing line 1221 in file sd 03 070405 so that
211551 - www.welchco.com is another location.  I think changing that one line
211552 - will handle everything, with the understanding that links between
211553 - records will only work if everything is on the same domain.
211554 -
211555 -  ..
211556 - I think this can get complicated real quick, using different web
211557 - sites.
211558 -
211559 - For example, Gary can create links locally on his computer to my
211560 - records, but when he converts to HTML, 070405 will configure the links
211561 - to my records for the alternate web site, but it will not have any of
211562 - my records, only Gary's records.
211563 -
211564 -
211565 -
211566 -
211567 -
211568 -
2116 -

SUBJECTS
Writing a Letter Editing Functions G(et) Command Outlining   rdwrap J
Editing G(et) Command Outlining Wordwrap Justify
Frustrated Editing Skills Needed to Write a Letter
Frustrated Learning Editing Skills Takes Time in Order to Write a Let
Learn New Way Working Difficult Augment Intelligence Thinking Through
Learning Frustrating Gain Skills for New Way of Working
Telephone Support Training on Writing and Receiving Letters

2910 -
291001 -  ..
291002 - Learning KM Frustrating Combines Computer and Management Skills
291003 -
291004 - Gary points out difficulties learning a new way of working using
291005 - editing methods in SDS for writing and receiving documents into
291006 - Knowledge Space, which we reviewed on 021119. ref SDS 21 5G3K
291007 -
291008 - Gary reports...
291009 -
291010 -    1.  I tried to get the email into Issued Documents for today
291011 -        (forget trying to get it in for the actual day). What a pain!
291012 -        The editor is a major nuisance. ref DRT 1 UN4L
291013 -
291014 -    2.  If we are going to bring documents into the system, we need
291015 -        *much* better tools to do so. Possibly even external to SDS.
291016 -        ref DRT 1 MV7H
291017 -
291018 -            ..
291019 -           Note that the HTML conversion for the signature block in a
291020 -           letter looks for 4 lines between the complementary close,
291021 -           and the signature line. I adjusted this in your test letter
291022 -           today. ref DRT 1 0287
291023 -
291024 -  ..
291025 - SDS makes receiving documents fast and easy for organizing the record
291026 - into a flexible structure of Knowledge Management, explained in POIMS.
291027 - ref OF 1 M17I  This takes a few seconds after people learn the system.
291028 - Gary feels better tools can save a few more seconds, and would be
291029 - easier, if Knowledge Management was supported by technology people
291030 - already know how to use, like Microsoft programs.  A similar point was
291031 - made on 001126. ref SDS 3 QW8I  On 020110 Morris suggested enhancing
291032 - Microsoft programs, so that people can improve productivity without
291033 - learning SDS. ref SDS 9 S97L  It sounds like Gary is working through
291034 - the learning curve we discussed on 020813. ref SDS 10 PV5F  Bill Gates
291035 - reported a few days ago on 021108 that Microsoft is planning a new
291036 - project to make using computers easier because people complain that it
291037 - is not fast and easy to remember all of the menus. This aligns with
291038 - studies showing most people only use about 5% of Microsoft commands,
291039 - cited previously by Morris on 020110. ref SDS 9 CK4K  Bill expects
291040 - that Microsoft's new project will reduce frustrations of learning and
291041 - will improve productivity. ref SDS 16 EFBE
291042 -
291043 -
291044 -
291045 -
291046 -  ..
2911 -
2912 -
2913 - 2705
2914 -
291401 - Training and Support for Organizing Received Documents
291402 -
291403 - Called Gary.
291404 -
291405 - He indicated that publishing SDS records and documents on the Internet
291406 - with one click is fast and easy.  Sounds like learning procedures and
291407 - getting configured for publishing takes more time, per above.
291408 - ref SDS 0 VL6L
291409 -
291410 - Gary seemed to clarify his letter by explaining that handling issued
291411 - documents is okay, but he had difficulties bringing documents received
291412 - via email into the SDS record because this requires moving and
291413 - arranging text using unfamiliar editing tools, as we expected on
291414 - 020813. ref SDS 10 4N3G
291415 -
291416 -  ..
291417 - This afternoon we reviewed issues that make handling received email
291418 - and other documents challenging because there are a lot of different
291419 - formats people can use that require varying degrees of configuration
291420 - for effective management.  Conforming variability of received
291421 - documents to the flexible structure of SDS takes practice to build
291422 - skills so the tasks are fast and easy.
291423 -
291424 - Gary feels issued documents are easier because the user controls the
291425 - format.
291426 -
291427 -  ..
291428 - We worked on using the get command, move command, target, cut and
291429 - paste, to configure received documents.
291430 -
291431 -  ..
291432 - I sent a test letter to Gary and then we talked through the process of
291433 - configuring a received document, as we did the day on 021119.
291434 - ref SDS 21 5G3K
291435 -
291436 -
291437 -
291438 -
291439 -
291440 -
291441 -
2915 -

SUBJECTS
G(et) Command Outlining Wordwrap Justify
Outlining Wordwrap Justify
Wordwrap Justify

330501 -  ..
330502 - Editing Using Get Command, Outlining, Wordwrap, Justify, Indented Text
330503 -
330504 -
330505 - Gary reports...
330506 -
330507 -    1.  It took several tries to work out that the 'g' command places
330508 -        the file at the first visible line on the screen rather than
330509 -        the line where the cursor was positioned. ref DRT 1 PQQV
330510 -
330511 -  ..
330512 - Sounds like Gary has the get command figured out.  This is good
330513 - progress; a lot of people have trouble learning how the get command
330514 - works.
330515 -
330516 -  ..
330517 - Gary continues...
330518 -
330519 -    2.  Then lines that are wider than the screen are not handled well.
330520 -        I think that Rod used the 'cut to file' command and then
330521 -        reinserted the file indented. This didn't work for me because
330522 -        the command uses a rectangle rather than lines. I would have
330523 -        been ahead to use the paste from the DOS window. I would have
330524 -        been even further ahead to format the entire file in MultiEdit
330525 -        and then use the window paste, ref DRT 1 PU5M
330526 -
330527 -  ..
330528 - Gary seems to understand the procedure for using cut and past to shift
330529 - text that should be indented, e.g., outlined and bulletted text where
330530 - people use an asterisk, or similar indicator of a list in email.
330531 -
330532 -     Once the keyboard is configured for efficient use of the Ctrl, Alt
330533 -     and Shift keys, cut and paste will get fast and easy with a little
330534 -     practice.
330535 -
330536 -  ..
330537 - It is frustrating to learn new procedures for moving text into
330538 - position, but once learned, it only takes a few seconds, as I did
330539 - today with Gary's letter. ref DRT 1 0001
330540 -
330541 - If it took more than a few seconds, I would never do it.
330542 -
330543 -  ..
330544 - Key points on positioning text for received documents...
330545 -
330546 -        a.  Text that is off screen should be assembled within the
330547 -            primary screen default margins 1 79 by using Alt F9 on a
330548 -            block of text with a common left margin and separated by a
330549 -            blank line.  Do this for all para that run off the right
330550 -            side of the screen.
330551 -
330552 -             ..
330553 -        b.  Indented text, like this para, can be handled in several
330554 -            ways...
330555 -
330556 -            1.  Justify with Alt F9 so that all of the text is within
330557 -                screen margins; then use cut and paste to shift
330558 -                everything to the left margin, usually about column 8,
330559 -                or the first indent level, and 3 or columns more for
330560 -                subsequent indent levels, depending on the structure.
330561 -
330562 -            2.  Alternatively, use cut and paste to shift everything to
330563 -                the target left margin, then use Alt F9 to jump the
330564 -                text into screen visible margins.
330565 -
330566 -                A key difference in these methods is how the lr parm is
330567 -                entered by F6 for cut and paste.  Using method 2, the
330568 -                file must be shifted left with F8 in order to observe
330569 -                the end of the text and move the cursor to beyond the
330570 -                end of the text with the End key and then use F6 so the
330571 -                lr command is entered at a location that captures all
330572 -                of the text at position 2, rather than position 1 in
330573 -                the following example...
330574 -
330575 -                                     1                           2
330576 -                      x---------------x
330577 -                      |               |
330578 -                      |ul             |
330579 -                      |Sample test that runs off screen to here
330580 -                      |               |                         lr
330581 -                      |               |
330582 -                      x---------------x
330583 -                                     1                           2
330584 -                 ..
330585 -                In the above example, start by using F5 in the cut and
330586 -                paste profile to enter ul for the upper left corner.
330587 -                The End key moves the cursor to position 1, so use F8
330588 -                to shift the file left in the screen to display the end
330589 -                of the text beyond "...to here," then use the End key
330590 -                to move the cursor beyond the word "here" and use F6 to
330591 -                set lr at position 2, so that the full width of the
330592 -                text is captured in the the cut file to position on the
330593 -                desired column for indenting the text.
330594 -
330595 -                 ..
330596 -                Alternatively, justifying the text first eliminates the
330597 -                need to use F8 for shifting the screen left to enter
330598 -                the lr command, because Alt F9 assembles all of the
330599 -                text within the primary screen columns, 1 79, so when
330600 -                End positions the cursor at point 1, which is screen
330601 -                column 80 the F6 key can enter lr to capture all of the
330602 -                text.
330603 -
330604 -                 ..
330605 -            3.  After indented text is assembled in the correct lift
330606 -                margin, then manually enter item identification such as
330607 -                1, a, A, or a bullet. with 2 columns between the period
330608 -                and the left margin of the text.  This places the dot
330609 -                or the bullet no further left than column 5.
330610 -
330611 -
330612 -  ..
330613 - Gary continues...
330614 -
330615 -    3.  Word wrap messes up when trying to indent lines.  Characters
330616 -        beyond the edge of the screen are lost using Alt F9. Wrapping
330617 -        isn't to the list indent even when I used Ctrl D to enter a
330618 -        bullet. I tried the F1 F1 F6 bullet, and that tried to do a
330619 -        double underline (did Rod change that without telling me? It
330620 -        looks like it.), ref DRT 1 PQRX
330621 -
330622 -  ..
330623 - Wordwrap should be functional for indented lines, including use of a
330624 - bullet, as shown by this record and the letters I send daily.
330625 -
330626 -         •  During the call to Gary after receiving his letter, per
330627 -            above, ref SDS 0 469I, we did some training on using
330628 -            procedures explained above. ref SDS 0 MT7H
330629 -
330630 -             ..
330631 -         •  Gary is correct that F1 F1 F6 has been eliminated as a
330632 -            result of implementing Gary's request for an easier way to
330633 -            enter a bullet, reported on 021109. ref SDS 17 0001  The
330634 -            record on 021109 explains that the prior assignment was
330635 -            unplugged. ref SDS 17 AG6N  Gary was notified about this
330636 -            change on 021110 that says "Bullet switched to Ctrl D",
330637 -            ref SDS 18 MX9H, however, the notice was not very loud
330638 -            and clear.
330639 -
330640 -  ..
330641 - In our telephone discussion reviewed Alt F9 process that jumps all of
330642 - the text into current margins, rather than cause text to be lost.
330643 - Words beyond the end of the screen are lost if typing is stared before
330644 - using Alt F9 to assemble text into the specified margins within the
330645 - current screen, as Gary discusses above. ref SDS 0 K84O,
330646 -
330647 -  ..
330648 - Gary continues...
330649 -
330650 -    4.  The major headings were: (how can I copy them here? Use Window
330651 -        paste, since there is no copy line(s) in the editor.
330652 -        ref DRT 1 0639
330653 -
330654 -  ..
330655 - Need explanation for Gary on this issue; not following the problem.
330656 -
330657 -        During our call today, we did not specifically discuss this
330658 -        problem; but may have been handled by discussion of other
330659 -        issues.  If not Gary can follow up to clarify this problem.
330660 -
330661 -  ..
330662 - Gary explains
330663 -
330664 -    5.  The edited document closes when I use F5 to start a link, Ctrl
330665 -        F6 to get to the document, and <enter> to set the link
330666 -        position. When I try to do it for the next one, the document is
330667 -        not available using Ctrl F6. It turns out that using a previous
330668 -        reference to open the document work, but this is yucky.
330669 -        ref DRT 1 JW8F
330670 -
330671 -  ..
330672 - Edited document should not close.
330673 -
330674 - During our call today, per above, ref SDS 0 469I, Gary seemed to
330675 - clarify that the linked records and documents were closing rather than
330676 - the document where a link is entered.
330677 -
330678 - This is the way the program is designed, so it sounds like correct
330679 - performance.
330680 -
330681 -  ..
330682 - Clarify rules for linking....
330683 -
330684 -        •  SDS records are a place where planning and design of a
330685 -           document occur, because it provides a low level of control,
330686 -           as explained in POIMS. ref OF 1 0859
330687 -
330688 -            ..
330689 -        •  All of the links in a document are replicated in the SDS
330690 -           record of origin under the plan, perform, report process
330691 -           that provides fast and easy access to sources for creating a
330692 -           documents, and maintains context and reasoning that is not
330693 -           in the document.  Here are examples of how to write a letter
330694 -           and identify sources for links in an SDS record that make it
330695 -           fast and easy to create and manage links in the letter...
330696 -
330697 -                 ..
330698 -                To CSI on innovation in
330699 -                service for communication...... 021011, ref SDS 12 FG3K
330700 -
330701 -                To OHS/DKR on advantage of
330702 -                accountability derived from
330703 -                intelligence to information.... 010828, ref SDS 6 R04L
330704 -
330705 -            ..
330706 -           Thus, the SDS record where a document is prepared is primary
330707 -           control for the document.  This enables knowledge management
330708 -           by connecting documents in a larger context of history and
330709 -           consequence, and by providing many paths to find information
330710 -           when needed, under the rule Morris cited...
330711 -
330712 -                   everything in the right place at the right time
330713 -
330714 -           ...reported in the record on 010425, ref SDS 5 EP7F, and
330715 -           noticed in a letter by Eric Armstrong on 010916. ref SDS 7
330716 -           0001
330717 -
330718 -            ..
330719 -        •  Therefore, when a link is created from the document being
330720 -           issued to the control SDS record, the control SDS record
330721 -           will remain open in order to manage document creation. All
330722 -           other linked documents are closed when a link is created,
330723 -           because it is fast and easy to open them if needed from the
330724 -           control SDS record.
330725 -
330726 -
330727 -
330728 -
330729 -
330730 -
3308 -

SUBJECTS
Zip Update SDS Program and My SDS Records for Training Purposes on Ga

340301 -  ..
340302 - Program Update to Synchronize Data Sets on Gary's Computer
340303 -
340304 - Follow up ref SDS 22 W29K, ref SDS 14 X16G.
340305 -
340306 - Gary did some research to improve our procedures for transferring data
340307 - sets to his computer so that training and support is based on a common
340308 - set of SDS program code and my SDS records.
340309 -
340310 -  ..
340311 - One idea that emerged was to use the zu command without the -n
340312 - parameter that restores only new files.  This makes the receive
340313 - commands...
340314 -
340315 -            zu -d cs c:\ *.*
340316 -            zu -d ds d:\ *.*
340317 -            zu -d fd f:\ *.*
340318 -            zu -d gd g:\ *.*
340319 -            zu -d hs h:\ *.*
340320 -
340321 - It will force an overwrite of everything included in the transfer.
340322 -
340323 -  ..
340324 - To solve past problems, Gary suggested sending another update today
340325 - that backdated some period to recover any gaps in transferring records
340326 - that may occurred on prior transfers.
340327 -
340328 -  ..
340329 - Today, assembled the following and transferred to the web....
340330 -
340331 -
340332 -            http://www.welchco.com/09
340333 -
340334 -  ..
340335 - ...so, Gary can download....
340336 -
340337 -       z -P -a -r -t10012002 cs d:\sd\08\00101\*.*
340338 -
340339 - ...except, cs.zip includes all of the files for...
340340 -
340341 -           c: 01 02 *.*
340342 -           c: SD 01 *.*
340343 -           c: SD 03 *.*
340344 -
340345 -       z -P -a -r -t10012002 ds d:\sd\08\00101\*.*
340346 -       z -P -a -r -t10012002 fd d:\sd\08\00101\*.*
340347 -       z -P -a -r -t10012002 gd d:\sd\08\00101\*.*
340348 -       z -P -a -r -t10012002 hs d:\sd\08\00101\*.*
340349 -
340350 -
340351 -
340352 -
340353 -
340354 -
340355 -
340356 -
340357 -
340358 -
340359 -
3404 -
Distribution. . . . See "CONTACTS"