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: July 2, 2003 06:38 AM Wednesday; Rod Welch

Gary corrected SDS contact records; developed data base management.

1...Summary/Objective
2...Remedy Fast and Easy to Contact Field and Line Number Errors
3...Restoring Line Number Format Restored Address Field
4...Contact Names of People Do Not Need Comma
5...Managing Common Contacts Separately


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CONTACTS 
0201 - Boeing                                                                                                                                                             O-00000816 0505
020101 - Mr. Garold L. Johnson
020103 - Modeling and Simulation                                                                                                                                          O-00000816 0505

SUBJECTS
Save Contact Record, F2 0705051
Contacts Save Failing in Army M&S Record
Flexible Structure for Contacts Difficult to Manage Consistently Exam
Record Formats Filling Out and Executing Functions
Flexible Structure Line Numbers Record Segments

1307 -
1307 -    ..
1308 - Summary/Objective
1309 -
130901 - Follow up ref SDS 11 0000, ref SDS 8 0000.
130902 -
130903 - Gary made changes to correct the contact record for Nancy, and seemed
130904 - to follow guidance on handling contact records for future work.  We
130905 - reviewed line number formats for creating fields, and the idea to use
130906 - Help in a separate session. ref SDS 0 L74R  He pointed out a
130907 - correction needed to the template for an organization contact record.
130908 - ref SDS 0 LH4I  Developed ideas to create a single set of records for
130909 - contacts without overwriting records created by other users.
130910 - ref SDS 0 E56K Initial solution is to assign separate blocks of
130911 - contact records. ref SDS 0 L64N  Began implementation by sending Gary
130912 - an SDS record update that now includes contact records, and set the
130913 - block of numbers for him to start at 5000. ref SDS 0 HH77
130914 -
130915 -
130916 -
130918 -  ..
1310 -
1311 -
1312 - Discussion
1313 -
131301 - Remedy Fast and Easy to Contact Field and Line Number Errors
131302 -
131303 - Follow up ref SDS 11 T66J.
131304 -
131305 - Gary received the letter last night reported in the record yesterday
131306 - and linked to that record. ref SDS 11 ZS8N
131308 -  ..
131309 - Gary had already done corrections based on guidance in the record
131310 - yesterday. ref SDS 11 KW5I  This indicates that setting the correct
131311 - format is fast and easy using Contact line numbers, also, discussed
131312 - yesterday. ref SDS 11 T66J
131314 -  ..
131315 - We reviewed the changes Gary had made, and everything seemed to be
131316 - formatted correctly.
131317 -
131318 -       After making this review, Gary installed the SDS update sent
131319 -       last night.  He opened the contact for Nancy again, but found
131320 -       the correction was not included.
131322 -        ..
131323 -       Examination of tgj.bat shows that contacts have been omitted in
131324 -       transfers of program updates, in order to avoid overwriting
131325 -       Gary's work. ref OF 1 8K6M
131327 -        ..
131328 -       Today, we changed this approach, per below. ref SDS 0 ZZ6O
131329 -
131330 -
131332 -  ..
131333 - Restoring Line Number Format Restored Address Field
131334 -
131335 - Follow up ref SDS 11 L74R
131336 -
131337 - We examined the design of Contact line numbers.  Gary recognized that
131338 - fields in contact records are set based on indentation of line
131339 - numbers, as shown in Help.
131341 -  ..
131342 - Best practice is to create a record.
131343 -
131344 -     We reviewed the record yesterday suggesting that contact records
131345 -     be formatted based on opening in a separate session that enables
131346 -     viewing simultaneously the template in Help opened with Ctrl F10,
131347 -     and then pressing Enter or double clicking to move to the section
131348 -     that shows a sample template. ref SDS 11 0L3M
131350 -      ..
131351 -     Gary indicated he was not aware that Enter and double clicking can
131352 -     execute links in Help where there is a note saying to Press F1.
131353 -
131354 -
131355 -
131356 -
1314 -

SUBJECTS
Add New Record, Macro 1301

140301 -  ..
140302 - Contact Names of People Do Not Need Comma
140303 -
140304 - Follow up ref SDS 11 LH4I, ref SDS 5 5100.
140305 -
140306 - Gary pointed out that the first name field in the field for listing
140307 - names of people for an organization record has a comma in the
140308 - template, which indicates to a new user that this is a requirement.
140310 -  ..
140311 - We checked Help and noticed that the template record is incorrect.
140312 - While we talked, made this correction.
140313 -
140314 -      h: sd 09 01 021  Individual Contact Record, ref OF 7 0000
140315 -      h: sd 09 01 022  Organization Contact Record, ref OF 8 0000
140316 -
140317 -
140318 -
140319 -
140320 -
1404 -

SUBJECTS
Contacts Common Data Base Maintained Separately
Requirements Objectives
Contacts Data Base Common for Everyone but Managed Separately Using S
Transferring Records
Planning and Concepts
Common Data Base for Everybody but Managed Separately Using Separate
Transfer Files between Computers
Transfer between computers

221001 -  ..
221002 - Managing Common Contacts Separately
221003 -
221004 - Follow up ref SDS 11 LW8K.
221005 -
221006 - We reviewed problem of new records showing up unexpectedly in Contacts
221007 - that raises an issue we have known about, per the situation yesterday.
221008 - ref SDS 11 J06M
221009 -
221010 -      Enable Gary and I and other users to share a common data base
221011 -      without overwriting each others' records.  In this case, I
221012 -      did not overwrite Gary's work, and he has not overwritten
221013 -      anything I have done, simply by luck, I have not created a
221014 -      new record since getting an update from Gary.  Getting each
221015 -      other's SDS records regularly reduces the chances of the
221016 -      problem, but it is only a matter of time before an overwrite
221017 -      occurs, so we need a solution.
221019 -       ..
221020 -      The poorest idea is to notify by email when a new record is
221021 -      created.  Not even sure this would work because the system
221022 -      assigns record numbers, and so it needs a way to avoid
221023 -      different people using the same number for a new record.
221025 -       ..
221026 -      A possible idea is to assign blocks of numbers to different
221027 -      users.  In this case, we have 99,999,999 possible integers,
221028 -      and if we were to include letters, this would increase the
221029 -      number to maybe a billion, depending on how that math works
221030 -      out.  So, within that framework, it should be possible to
221031 -      force each user to create new records within that framework,
221032 -      and they should sort normally to be available to everyone.
221033 -      Of course we run into issues of Medit memory, but we are a
221034 -      long way from that being an issue yet.  For the time being we
221035 -      can assign numbers to Gary say above 5000 to 9,999, then to
221036 -      Jerry from say 10,000 to 14,999, etc.  We can hold preserve
221037 -      these for each user by not overwriting the file that keeps
221038 -      track of the current number for each user, just like we do
221039 -      to avoid overwriting the Group Manager and the letterhead
221040 -      files.
221042 -       ..
221043 -      Not sure if this is an optimum solution, but may be a way to
221044 -      get by while we gain experience to ponder the matter.
221046 -  ..
221047 - Work on 021019 shows the record number index files that need to be
221048 - managed. ref SDS 5 5100   The current values are...
221049 -
221050 -      h: sd 09 02 00000 00  00000822    Orgnz record number inventory
221051 -                                        .... ref OF 4 0000
221053 -       ..
221054 -      h: sd 09 03 00000 00  00000124    Indiv record number inventory
221055 -                            00000127    .... ref OF 5 0000
221056 -
221058 -  ..
221059 - Gary indicated this morning that assigning separate blocks of numbers
221060 - is an adequate solution while the number of users is small.
221062 -  ..
221063 - Changed these index files and sent an update to Gary that now
221064 - includes all of my contact records, so that we are in sync.  Changed
221065 - following two files to start Gary at 5000.
221067 -  ..
221068 - For Gary we can set the following....
221069 -
221070 -      h: sd 09 02 00000 00  00005000    Orgnz record number inventory
221072 -       ..
221073 -      h: sd 09 03 00000 00  00005000    Indiv record number inventory
221075 -  ..
221076 - Modified tgj.bat to now include h: sd 09, and will comment out these
221077 - two index files so they remain unchanged for each user. ref OF 1 6L5N
221079 -  ..
221080 - Gary needs to make the same changes in the batch file he uses to send
221081 - updates to me.
221082 -
221083 -     [...see below showing this was done. ref SDS 0 TH62
221085 -  ..
221086 - Gary should install this update, then do a test to make sure records
221087 - are showing up for him at 5000+.  He can do this by starting to make a
221088 - new organization and also an individual record, then not saving them.
221090 -  ..
221091 - Simply verify that the record number is coming in at 5000.
221092 -
221093 -     [...see below showing this was done. ref SDS 0 TH4O
221094 -
221095 -
221096 -
221098 -  ..
2211 -
2212 -
2213 - 1514
2214 -
221401 - Gary called.
221402 -
221403 - He got the changed records and verified that his records are now
221404 - starting at 5000, per above. ref SDS 0 376W
221406 -  ..
221407 - Gary, also, changed his transfer stuff to me so we do not overwrite
221408 - the record index files, per above. ref SDS 0 EB9F
221409 -
221410 -
221411 -
221412 -
221413 -
221414 -
221415 -
221416 -
221417 -
221418 -
2215 -
Distribution. . . . See "CONTACTS"