THE WELCH COMPANY
440 Davis Court #1602
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415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: December 7, 2003 00:14 AM Sunday; Rod Welch

SDS context management Subject Index multiple views in Control Field

1...Summary/Objective
2...Context Management Faster Better Cheaper with Unlimited Capacity
3...Select Multiple Subjects for Assignment to Control Fields
4...03501 Sort Index to Make Finding Information Fast and Easy
....Sorted Index Flag Controls Enter for Loading Subject to SDS Record
....Enter & Mouse Load Account Code in Subject Index in Control Field
....Control Field Enter Account Code and Description from Subject Index
....Descriptions Only 1 Entered for Multiple Accounts Selected
5...Control Fields Enter Multiple Account Codes from Subject Index


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SUBJECTS
Multiple Views Capture Multiple Subject Account Codes into SDS Recor

1103 -
1103 -    ..
1104 - Summary/Objective
1105 -
110501 - Follow up ref SDS 10 0000. ref SDS 9 0000.
110502 -
110503 - Addd support and developed new method for entering multiple subjects
110504 - from a sorted index into an SDS record Control Field.  This
110505 - complements support for context management using F5, F3 and Shift F3
110506 - in the Subject Index for creating and replicating multiple views.  The
110507 - new method applies existing user interface to press Enter or double
110508 - click.  This saves a lot of time and effort by eliminating keystrokes
110509 - for creating multiple views that make finding information fast and
110510 - easy. ref SDS 0 AH53  This completes work begun about the firs of the
110511 - year aimed primarily at applying the Windows Start command to work
110512 - around the problem of limited DOS memory, and in particular culminates
110513 - work to expand the utility of the Subject Index begun September.
110514 -
110515 -
110516 -
110517 -
110519 -  ..
1106 -
1107 -
1108 - Evaluation
1109 -
110901 - Context Management Faster Better Cheaper with Unlimited Capacity
110902 -
110903 - Follow up ref SDS 10 PPTW, ref SDS 5 VO9K.
110904 -
110905 - Work today complements improvements on 031114 that increased capacity
110906 - to use sorted Subject Indexes for finding relevant information based
110907 - on context. ref SDS 10 PPTW  Completes major improvements to Subject
110908 - Index begun on 030902 that largely solve prior problems of limited
110909 - capacity due to DOS using only 640K of memory. ref SDS 6 0001
110910 - Evaluation criteria developed on 030810, ref SDS 5 VO9K, indicate
110911 - improvements today make context management faster and easier....
110912 -
110913 -    1.  Fast and easy to use, hard to cause a failure, with significant
110914 -        increase in performance.
110916 -         ..
110917 -    2.  Existing procedures either remain the same or are improved, so
110918 -        there is minimal learning curve -- things work better with
110919 -        existing skills.  Today, users can identify one subject or 10
110920 -        or 20 with a single keystroke, to greatly magnify connectedness
110921 -        of history and analysis to organic structure in the same time
110922 -        previously required to enter one subject account, so that
110923 -        finding relevant information is fast and easy, even more
110924 -        amazing than reported on 010916. ref SDS 4 0001
110926 -         ..
110927 -    3.  Memory management improved by reducing reliance on cut and
110928 -        paste that previously burdened fixed limits of DOS and
110929 -        fragmented memory which caused the program to fail.  This prior
110930 -        problem is now eliminated for this class of knowledge work in
110931 -        SDS.
110933 -  ..
110934 - The new design consolidates two separate processes into only one (1)
110935 - simple (hopefully intuitive) process that reduces keystrokes by 80%,
110936 - and enables people to use existing skills, so there is very little to
110937 - learn. The new method requires only one additional keystroke to press
110938 - Alt F1 that marks the top line of the group in a sorted subject index,
110939 - and then pressing Enter or double click on the last line in the group
110940 - to enter into an SDS record Control Field.  This design then
110941 - "piggybacks" the system for entering one subject. ref SDS 0 EU3N
110943 -  ..
110944 - Key improvement today is using Enter and double click to replace prior
110945 - methods using Cut and Paste to enter multiple subject accounts into an
110946 - SDS record Control Field for multiple views.  This is a major step
110947 - extending ability developed previously to perform context management
110948 - consistently, listed in the record on 031114, ref SDS 10 6S9L  Cut and
110949 - Paste has proven difficult for people to acquire skills, especially
110950 - using keyboards not designed for ergonomics to work quickly, set out
110951 - on 001206. ref SDS 3 TQ6K  Since Knowledge Management is a lot of hard
110952 - work using information technology, reported on 000307, ref SDS 2
110953 - 5362, there is not enough time to improve skills with practice.
110954 - Without tools and skills, good management seems like unnecessary
110955 - overkill, and so is avoided.  When good management is avoided, skills
110956 - for converting information into knowledge remain dormant along with
110957 - the tools.  People never acquire the experience to discover that
110958 - investing time to learn and use skills for good management takes less
110959 - time and expense and tragedy than relying on bad management and
110960 - recovering from the consequences.
110962 -  ..
110963 - Making good management faster and easier using skills people already
110964 - have pressing Enter and clicking the mouse, increases the number of
110965 - people willing and able to perform Knowledge Management that is
110966 - otherwise a lot of hard work using information technology, discussed
110967 - previously on 031124. ref SDS 11 TS4J
110968 -
110969 -
110970 -
110972 -  ..
1110 -
1111 -
1112 - Planning and Background
1113 -
111301 - Select Multiple Subjects for Assignment to Control Fields
111302 -
111303 - Follow up ref SDS 10 VO5K, ref SDS 9 03A5.
111304 -
111305 - On 031114 developed a virtual memory method for sorted subject indexes
111306 - to increase the capacity of memory. ref SDS 10 6Q4O  Previously, on
111307 - 030902 a new system was developed using the Windows Start command to
111308 - run the Subject Index in a separate memory segment that increases the
111309 - capacity of SDS generally, and the Subject Index in this case for
111310 - context management.
111312 -  ..
111313 - When an index is sorted, multiple subject lines sometimes are assigned
111314 - to a Control Field in order to cross reference accounts that
111315 - facilitate finding information later when needed.  The ability to find
111316 - information is a core objective and requirement for SDS, as shown by
111317 - the record on 010916. ref SDS 4 0001  This requirement has been
111318 - accomplished using cut and paste to capture multiple lines and place
111319 - them into a Control Field.  This feature was supported with macro 145
111320 - in 000008 by code that shears off dots included with the copy process
111321 - from the Subject Index, because this was faster and easier than being
111322 - careful about executing the steps in the prior process.
111324 -  ..
111325 - The change to the Subject Index on 030902 that moved the operation
111326 - into a separate memory segment eliminates availability to use cut and
111327 - paste for the prior function of transfering multiple subject lines
111328 - into a Control Field.  A method might be configured to write content
111329 - in the cut file to the disk and then move it into a Control Field.
111331 -  ..
111332 - Would like to try something else at this time...
111333 -
111334 -    1.  Enter and double click currently transfer a single account in
111335 -        the Subject Index into an SDS record Control Field, reported on
111336 -        030902, ref SDS 6 SL8J, linked to the code for Enter in 03501.
111337 -        ref OF 1 QX8G
111339 -         ..
111340 -    2.  Multiple lines are transferred only when an index is sorted, so
111341 -        the code will now investigate and process Enter differently,
111342 -        for a sorted index, per below. ref SDS 0 XJ94
111344 -         ..
111345 -    3.  Sorted indexes do not have blank lines, so if a blank line is
111346 -        encountered this could control where to capture a block of
111347 -        account lines based on using Alt F10 to add a blank line that
111348 -        separates a group of accounts to enter into the SDS record.
111350 -         ..
111351 -        Another method is to enter Mark 1 at the top and Mark 2 at the
111352 -        bottom, and if these marks are not set, then only the current
111353 -        line will be processed.
111355 -         ..
111356 -        Another method is to select all lines with the same first
111357 -        string, e.g., "Accountability ....... "
111359 -         ..
111360 -        The user issue is how to set and/or change selection scope with
111361 -        minimal time and effort?
111363 -         ..
111364 -        This is an aspect of situational awareness and command and
111365 -        control.  Sometimes the user wants to select only a single
111366 -        account, and other times, depending on the situation, the user
111367 -        wants to select multiple lines that cross reference multiple
111368 -        accounts.  Can the user implement a decision with a single
111369 -        command to control content in the SDS record to prepare for
111370 -        commanding assembling of a report?
111372 -         ..
111373 -        Sounds like the easiest and surest method is to require a blank
111374 -        line above and below the group of lines to enter, and if there
111375 -        are not two blank lines, one above and one below the cursor
111376 -        location, then only the cursor line is used for the second
111377 -        blank line.
111379 -         ..
111380 -        Actually, it turned out that the standard assignment of Alt F10
111381 -        to create blank lines is assigned in a sorted index to scroll
111382 -        the file up one line to complement using Alt F9 to scroll down
111383 -        one line.  As a result, there is no function in a sorted
111384 -        Subject Index to create a blank line, so this method is not
111385 -        only not the fastest and easiest method of identifying a block
111386 -        of related subject accounts, it is largely impossible.
111388 -         ..
111389 -    4.  Descriptions -- will only enter the description at Mark 1 in
111390 -        the SDS record, rather than enter descriptions for each account
111391 -        selected. ref SDS 0 US4K
111393 -         ..
111394 -        A big problem in SDS is the size of the record.  Another
111395 -        problem is giving the user enough information to distinguish
111396 -        different situations based on context.  New tools created on
111397 -        030809 make creating subject accounts to cross reference common
111398 -        account scope in different contexts.  As a result, many
111399 -        descriptions are identical and so do not add to users
111400 -        understanding until an account is opened to disclose the
111401 -        organic structure of the account.  Multiple lines that say the
111402 -        same thing cause confusion, which delays productivity and
111403 -        increases the size of the record unnecessarily, which is
111404 -        now the sole remaining issue to solve for increasing memory.
111406 -         ..
111407 -        Practice managing multiple views has evolved to delete
111408 -        duplicate account descriptions, which reduces descriptions to
111409 -        about 5 to 10 description lines.  This can be implemented to
111410 -        further reduce the time required to manually edit descriptions,
111411 -        by setting the code to enter only one description for all of
111412 -        the subject account lines entered in the SDS record Control
111413 -        Field.  There may be 5, 10, or 30 multiple contexts for a
111414 -        particular record segment, but all have a single unique set of
111415 -        account descriptions, discussed on 890523. ref SDS 1 T15F
111416 -
111417 -            [...below, code implements this practice. ref SDS 0 US4K
111419 -             ..
111420 -            [On 060907 Gary cited this requirement listing scope of
111421 -            subject indexing. ref SDS 12 IB9U
111423 -         ..
111424 -    5.  Decided to use Mark 1 created with Alt F1 (enters macro 6) for
111425 -        identifying the top of a group of account lines to enter into
111426 -        an SDS record Control Field, and to identify the bottom of the
111427 -        group of lines with Mark 2 created with Alt F2 (macro 8)  This
111428 -        is about the same time and effort as using Alt F10.  This means
111429 -        time is not a major productivity factor for user interface.
111431 -         ..
111432 -        Time is further reduced by eliminating the requirement for the
111433 -        user to enter Mark 2.  When Mark 1 is entered in a sorted
111434 -        index, then if Mark 2 is not set, the cursor or double clicking
111435 -        sets the location for Mark 2 automatically.
111437 -         ..
111438 -    6.  Use cases require situational awareness of many scenarios....
111440 -         ..
111441 -        User's get mixed up trying to remember mark 1 is the beginning
111442 -        mark 2 is for the end.
111443 -
111444 -        a.  Suppose a user enters mark 2 and presses enter?
111445 -
111446 -               If mark 1 is not active, then when Enter is called, only
111447 -               one line at the cursor location will be entered into the
111448 -               Control Field.
111450 -             ..
111451 -        b.  Suppose the user doesn't enter mark 1 or mark 2 and presses
111452 -            enter?
111453 -
111454 -               See scenario a. ref SDS 0 OG40
111456 -             ..
111457 -        c.  Suppose the user enters mark 1 but not mark 2 and presses
111458 -            enter?
111459 -
111460 -               Mark 2 is assigned to the cursor location when mark 1
111461 -               is assigned and mark 2 is not assigned.
111463 -             ..
111464 -        d.  Suppose the user enters Mark 1 and forgets this was done,
111465 -            gets confused, or ignores procedure, and enters mark 2
111466 -            above mark 1, or presses Enter or double clicks above mark
111467 -            1, rather than below mark 1, because users want to do what
111468 -            they feel like doing at the moment, and they want something
111469 -            useful to occur based on what they feel like doing in the
111470 -            moment, rather than invest time to follow software
111471 -            requirements, because sometimes there is not enough time to
111472 -            invest any time for reviewing software requirements.
111473 -
111474 -               If mark 1 is assigned, and if mark 2 is entered above
111475 -               mark 1, then the code switches these positions to
111476 -               capture the subject account lines between the marks and
111477 -               enter then into the SDS record Control Field.
111478 -
111479 -
111480 -
111481 -
111482 -
111483 -
111484 -
1115 -

SUBJECTS
Sort Index for Finding Subject Account in Context to Enter into an SD

1203 -
1204 - Progress
120501 -  ..
120502 - 03501  Sort Index to Make Finding Information Fast and Easy
120503 -
120504 - Follow up ref SDS 10 PF9F, ref SDS 5 736N.
120505 -
120506 - Line 3900, ref OF 1 4898, -label sortIt in 03501
120507 -
120508 -    This code is called when "Sort" is selected from the menu in the
120509 -    Subject Index.  Modify code developed on 030810, ref SDS 5 UP9N, to
120510 -    now apply the get command for a "virtual memory" system that avoids
120511 -    exceeding Medit limit of 640K on using main memory, per planning
120512 -    above. ref SDS 10 VO5K
120513 -
120514 -
120515 -
120516 -
120517 -
1206 -

SUBJECTS
Flag Identify Sorted Index

1403 -
140401 -     ..
140402 -    Sorted Index Flag Controls Enter for Loading Subject to SDS Record
140403 -
140404 -    Follow up ref SDS 10 VX4J, ref SDS 8 RR4H.
140405 -
140406 - Line 4300, ref OF 1 FE4O, -label cssop in 03501 about 80 lines below
140407 -
140408 -    setcnt 123 666
140409 -
140410 -        Establishes that a sorted index is active, and is applied below
140411 -        to determine when to enter multiple description lines.
140412 -        ref SDS 0 UT4J
140413 -
140414 -
140415 -
140416 -
1405 -

SUBJECTS
Enter & Mouse Support Macro 232, 920710
Multiple Views Load Multiple Subject Account Codes into SDS Record Co

1504 -
150501 -     ..
150502 -    Enter & Mouse Load Account Code in Subject Index in Control Field
150503 -    Control Field Enter Account Code and Description from Subject Index
150504 -
150505 -    Follow up ref SDS 7 2W5I, ref SDS 6 687G.
150506 -
150507 - Line 3570, ref OF 1 R69F, -label ncluo in 03501
150508 -
150509 -    -label ncluo
150510 -
150511 -        This is where processing begins when Enter or double click
150512 -        occur to capture an account code and the corresponding
150513 -        description in the Subject Index.  Objective is to capture a
150514 -        block of subject accounts and descriptions, close the index and
150515 -        then enter the accounts and descriptions into the Control Field
150516 -        of an SDS record.
150517 -
150518 -
150520 -  ..
150521 - Line 3570, ref OF 1 858O, -label lpgscf in 03501
150522 -
150523 -    -label lpgscf............................ ref SDS 0 UT6N
150524 -    errorcnt 0 0
150525 -    loc_cur 0 1
150526 -    setcnt 86 1
150527 -    setcnt 87 46
150528 -    macro 1182
150529 -
150530 -        Added new -label lpgscf to create a loop that processes all of
150531 -        the account code lines beween mark 1 and mark 2, per above.
150532 -        ref SDS 0 OG9P
150534 -     ..
150535 -    macro 14
150536 -    macro 23
150537 -
150538 -        Originally tried to use code from from F1 F2 that opens a new
150539 -        level and so can set the left margin of the account
150540 -        descriptions using counter 253.  However, this proved
150541 -        inadequate, so later changed to save the position at the end of
150542 -        the account with macro 14, so that aw command can jump to the
150543 -        record description because the format for the Subject Index is
150544 -        consecutive dots from the account code to the description.
150545 -        After saving the position, restore the initial cursor position
150546 -        in case there is a mistake of some kind, and the code has to
150547 -        report an error message.  Actually, I think this is flaky
150548 -        code, but will not take time to sort it out today.
150549 -
150550 -
150552 -     ..
150553 -    Descriptions Only 1 Entered for Multiple Accounts Selected
150554 -
150555 -
150556 - Line 3770, ref OF 1 8W8K, -label emsasc in 03501 about 50 lines below
150557 -
150558 -    -if @117 = 998 -goto msalad..................... ref SDS 0 UT4J
150559 -
150560 -        In temporary transfer file, only enter a single description for
150561 -        all of the subject account lines selected for entering into the
150562 -        Control Field of the SDS record, per planning above.
150563 -        ref SDS 0 IW5L  Practice of unique descriptions populating
150564 -        multiple views presented above. ref SDS 0 G27M
150565 -
150566 -            [On 060907 Gary cited this requirement listing scope of
150567 -            subject indexing. ref SDS 12 IB9U
150569 -  ..
150570 - Line 3810, ref OF 1 UR6I, -label emsasc in 03501 about 90 lines below
150571 -
150572 -    e sndx
150573 -    macro 15
150574 -    aw
150575 -    setcur 253 0
150576 -    of @253
150577 -
150578 -        After entering the account code into the transfer file, e sndx
150579 -        opens the Subject Index to get the description.  macro 15
150580 -        restores the position of the cursor to the end of the account
150581 -        code string set above with macro 14. ref SDS 0 FR3I  aw jumps
150582 -        the cursor to the left margin of the account description,
150583 -        because the format for the Subject Index is a continuous row of
150584 -        dots from the end of the account code to the description.
150585 -        setcur 253 0 and of @253 offsets the screen so the left margin
150586 -        of the account description is on screen column 1, so the
150587 -        account description can be read by character read macro 1188.
150589 -     ..
150590 -    loc_cur 0 70
150591 -    ins_text/    /
150592 -    loc_cur 0 1
150593 -    setcnt 87 0
150594 -    macro 1188
150595 -    macro 231
150596 -
150597 -        Move the cursor to column 70 to create blank spaces so the
150598 -        character read macro will only get 70 char.  loc_cur 0 1 puts
150599 -        cursor back on screen column 1. setcnt 87 0 makes sure macro
150600 -        1188 will not stop for any particular conditions, but will read
150601 -        the entire width of 70 char.  macro 1188 reads the account
150602 -        description.  macro 231 opens transfer file to enter the
150603 -        account description
150604 -
150605 -
150607 -  ..
150608 - Line 3840, ref OF 1 425H, -label msalad in 03501
150609 -
150610 -    -label msalad.................................. ref SDS 0 US4K
150611 -    e sndx
150612 -    -if @117 = 999 -goto gsalcf
150613 -    -if @123 != 666 -goto nssiep
150614 -    -if @101 = 0 -goto nssiep
150615 -    setcnt 117 999
150616 -
150617 -        Added -label msalad for code in transfer file to jump over
150618 -        entering descriptions when transferring multiple subject
150619 -        accounts.  This code provides a switch to identify when the
150620 -        code should process multiple subject accounts.  -if @125 != 666
150621 -        applies code above that identifies a sorted index, ref SDS 0
150622 -        VX4J, and -if @101 = 0 means that Mark 1 was not set by the
150623 -        User, so if both are "on" then setcnt 117 999 to create a flag
150624 -        for the code to process multiple subject account lines, per
150625 -        planning above. ref SDS 0 XI4M and ref SDS 0 OG9P
150626 -
150627 -
150629 -  ..
150630 - Line 3860, ref OF 1 XN7H, -label 117999 in 03501
150631 -
150632 -    -label 117999
150633 -    up
150634 -    macro 22
150635 -    linecnt 103 0
150636 -    -if @103 = @134 up
150637 -    -if @103 < @102 -goto lpgscf.................... ref SDS 0 XJ94
150638 -
150639 -        Code in sndx keep scrolling up until it reaches the line
150640 -        number created for mark 2.  -if @103 < @102 means all of the
150641 -        subject account lines selected by the User have not been
150642 -        processed, so -goto lpgscf goes back to beginning of the loop
150643 -        to process the next account line. ref SDS 0 XJ94
150644 -
150645 -
150646 -
150647 -
150648 -
150649 -
1507 -

SUBJECTS
035012 Multiple Subject Account Codes Load into SDS Record Control Fi

1703 -
170401 -  ..
170402 - Control Fields Enter Multiple Account Codes from Subject Index
170403 -
170404 - Follow up ref SDS 6 N14O.
170405 -
170406 - Line 1530, ref OF 2 IM5N, -label bMsPEc in 035012
170407 -
170408 -      -label bMsPEc
170410 -         ..
170411 -        This is where the program copies subject account codes from the
170412 -        transfer file created by 03501 in the Subject Index, per above,
170413 -        ref SDS 0 XJ94, and enters the codes into the Control Field.
170414 -        The code is changed today by adding a loop routine that enters
170415 -        multiple account code lines and only a single account
170416 -        description line.
170417 -
170419 -  ..
170420 - Line 1560, ref OF 2 7S7I, -label emsltd in 035012
170421 -
170422 -    of 52
170423 -    -label emsltd..................................
170424 -    loc_cur 0 1
170425 -    macro 641
170426 -    setcnt 86 4
170427 -    macro 1181
170428 -
170429 -        This code was developed in September and reported on 030902 to
170430 -        enter the subject account captured from the temporary transfer
170431 -        file. ref SDS 6 5R6F  Added -label emsltd to create a loop for
170432 -        processing multiple subject account code lines in the temporary
170433 -        transfer file, per above. ref SDS 0 RR3O
170434 -
170435 -
170436 -
170438 -  ..
170439 - Line 1580, ref OF 2 T79J, -label emsltd in 035012 about 40 lines
170440 - below
170441 -
170442 -    ecur 15
170443 -    errorcnt 0 0
170444 -    up
170445 -    loc_cur 0 1
170446 -    chrcnt 1 0
170447 -    -if @1 = 37 -goto msal
170448 -    top
170449 -
170450 -        Added ecur 15 so that after the subject account code is
170451 -        entered into the Control Field in the SDS record, control
170452 -        switches back to the temporary transfer file to see if there is
170453 -        another subject account code line to enter in the SDS record
170454 -        Control Field.  Scroll "up" to test the next line; move the
170455 -        cursor back to column 1  chrcnt 1 0 captures the char on the
170456 -        next line. -if @1 = 37 -goto msal means if there is a % char
170457 -        then there is another subject account code to process, and if
170458 -        not, then all of the subject account code lines in the transfer
170459 -        file have been processed, so loop ends.  top command positions
170460 -        temporary transfer file for capturing the subject description
170461 -        can be entered.
170462 -
170463 -
170464 -
170465 -
170466 -
170467 -
170468 -
170469 -
170470 -
170471 -
1705 -