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S U M M A R Y


DIARY: October 10, 2007 03:15 AM Wednesday; Rod Welch

SDS subject index improve template account system and "engine."

1...Summary/Objective
2...SDS Subject Index Revisions Correct Prior Weaknesses
3...Concepts and Planning
....1...Subject accounts and descriptions grow a Garden of Knowledge
........Subject Descriptions Creative Labor Intensive Task
....2...Tools construct, navigate, and tend the Garden of Knowledge
....3...Subject assignments to SDS record Control Fields
4...Organization Individual Template Accounts Consolidated
5...Template Subject Accounts Simplify Consolidate Process
6...Comprehensive Subject Template Accounts Contacts Projects
7...Work Breakdown Structures Common Uniform Account Primary Descriptions
8...Subject Account Sublevels Coding for Construction Totally Revised
9...Algorithm Code for Assigning New Account Primary Subjects
10...03505 Template for New Primary Account Using Existing Structure
11...050409 Subject Index Menu Add New Project Template Organiz and Indiv


..............
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CONTACTS 

SUBJECTS
Subject Index Context Management Improvements New Account Template S

0403 -
0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 12 0000. ref SDS 9 0000.
040502 -
040503 - Developed standardized primary and sublevel subject accounts,
040504 - ref SDS 0 1573, and a new "engine" to automatically setup standard
040505 - accounts for new projects and contacts.  Explained theory and practice
040506 - of context management implemented by the Subject Index. ref SDS 0 01DF
040507 - Corrected problems with "engine" that both constructs accounts in the
040508 - Subject Index, and assigns then into SDS record Control Fields.
040509 - ref SDS 0 5I4J
040510 -
040511 -
040513 -  ..
0406 -
0407 -
0408 - Background
0409 -
040901 - SDS Subject Index Revisions Correct Prior Weaknesses
040902 -
040903 - On 021004 discovered that SDS code for standardized subjects to setup
040904 - new accounts was failing because the algorithm consumed too much
040905 - memory. ref SDS 9 QE7J  Revisions solved the problem to construct
040906 - accounts at the project level; however, the new code still prevented
040907 - automatic replication of subaccounts, also reported on 021004.
040908 - ref SDS 9 JK7M  Changes on 030425 tried to correct these problems so
040909 - that a single operation would set up accounts at primary and all lower
040910 - levels. ref SDS 12 615K  This was only partially successful.  The
040911 - problem has not been significant, since new projects have been rare in
040912 - recent years.  Within the past several years, context management
040913 - expanded cross-referencing daily work between primary accounts for
040914 - projects and new accounts for contacts:  organizations, individuals
040915 - within organizations, and in some cases to individuals as primary
040916 - accounts.  This makes finding details and assembling the record much
040917 - faster and easier, because connections more closely reflect innate
040918 - biological drives to remember associations with people.  However,
040919 - since contacts are introduced more regularly than projects, in fact
040920 - almost everyday, defects and weakensses in the prior code that
040921 - increase time setting up standardized primary subjects became a big
040922 - enough share of daily work to justify stopping and falling behind
040923 - doing other activity in order to allocate time improving Subject Index
040924 - code, so that the effort now takes only seconds, rather than minutes
040925 - and hours.
040926 -
040927 -
040929 -  ..
0410 -
0411 -
0412 - Planning
0413 -
041301 - Concepts and Planning
041302 -
041303 - Follow up ref SDS 12 P66O, ref SDS 9 V65J.
041304 -
041305 - There are three (3) parts of context management in the SDS Subject
041306 - Index system...
041308 -         ..
041309 -    1.  Subject accounts and descriptions grow a Garden of Knowledge
041310 -
041311 -        Designing subject account relational and hierarchial code
041312 -        structures, and writing descriptions with multiple views, both
041313 -        together yield meaningful contextual boundaries with sufficient
041314 -        organic granularity for representation of complex daily work.
041315 -        Multiple views define a contextual matrix that expands
041316 -        traditional work breakdown structures (WBS) and records
041317 -        management using file folders and cabinets to organize
041318 -        complexity.
041319 -
041320 -            [On 071212 Morris asked about the Subject Index;
041321 -            demonstration showed complexity of daily work that is
041322 -            normally hidden from the conscious mind, and so seems
041323 -            overwhelming. ref SDS 17 RV8N
041325 -         ..
041326 -        Growing a Garden of Knowledge makes finding information when
041327 -        needed, and assembling case studies to make sense of complexity
041328 -        for decision support faster and easier. (see examples on
041329 -        061018. ref SDS 15 0001  The notion "knowledge" applied through
041330 -        "knowledge management" to discover, construct, maintain, find,
041331 -        and apply the correct order connecting cause and effect makes
041332 -        complexity an asset rather than an overwhelming liability under
041333 -        the 2nd law of thermodynamics, reviewed on 040312, ref SDS 14
041334 -        5P9I, applying the "locality principle reviewed also on 040312.
041335 -        ref SDS 13 YH4G
041337 -         ..
041338 -        Examples...
041339 -
041340 -            Hey Fred; what's the story on the Lopez property
041341 -            procurement?
041342 -
041343 -            Hey Fred; what's the story on the widget claim?
041345 -         ..
041346 -        Finding the "story" on anything using information management
041347 -        methods requires looking in the filing cabinet for folders, and
041348 -        checking email and directories on the computer for files,
041349 -        correspondence, spreadsheets, and documents, and then finding
041350 -        parts that relate to the subject of interest, and exclude
041351 -        everything else, and then placing extracted information in
041352 -        chronological order.  This is rarely done, because Knowledge
041353 -        Management takes a lot of hard work using traditional
041354 -        information management reported on 000307. ref SDS 7 767G
041355 -
041356 -            Hey Fred; what's the story on responsibility for widget
041357 -            repairs?  Didn't we have a meeting on that last month?
041359 -             ..
041360 -            Hey Fred; what's the story on delays for widget repairs?  I
041361 -            thought Widgets-R-Us agreed to fix mistakes they made last
041362 -            year?
041364 -             ..
041365 -            Hey Fred; what's the story on failure at the Beaver Falls
041366 -            power plant?   Tommy at Widgets-R-Us said we made the
041367 -            repairs 2 years ago, to expedite the work, but failed to
041368 -            follow their instructions, so the $500M loss is on us.
041369 -            What really happened?  Ouch!!!  Can we talk about this at
041370 -            lunch? (see example on 940611. ref SDS 3 8239)
041372 -         ..
041373 -        Context management is highly complex process of focusing on
041374 -        details in the "big picture" that control the "bottom line,"
041375 -        explained on 890523. ref SDS 1 G14K  Context uniquely
041376 -        identifies details in relation to hierarchically layered
041377 -        organic structures of cause and effect that drive getting
041378 -        things done correctly, on time, and within budget.  Managing
041379 -        context entails identification and positioning in organic
041380 -        structure that pinpoints critical details, like "finding a
041381 -        needle in a haystack" of correlations, implications, and nuance
041382 -        that are often overlooked by busy people.  Context management
041383 -        also entails assembing the record on meetings, calls,
041384 -        documents, research, and work showing objectives, requirements,
041385 -        and commitments, including governance in laws, regulations,
041386 -        policy, and contracts, together with pattern and practice from
041387 -        work performance that may have impliedly modified formal
041388 -        instruments which control responsibility and accountability on
041389 -        one thing, and excludes everything else.
041390 -
041392 -         ..
041393 -        Subject Descriptions Creative Labor Intensive Task
041394 -
041395 -        Constructing subject account code structures that maintain
041396 -        order for control and predictability based on the organic
041397 -        pattern of work (see locality principle, reviewed on 040312,
041398 -        ref SDS 13 YH4G), and writing subject descriptions is largely a
041399 -        creative task of deliberation that is labor intensive, complex,
041400 -        frustrating, and expensive, often requiring minutes and hours
041401 -        of investment, essential for avoiding greater frustration and
041402 -        expense from misunderstanding noted by Campbell as the price
041403 -        people pay for reliance on assumption, i.e., erroneous memory
041404 -        and paradigms, reviewed on 900303. ref SDS 2 4456
041406 -         ..
041407 -        Common, uniform subject account code structures and
041408 -        descriptions for related context, sometimes called records
041409 -        management, taxonomy, and oncology reduce time required for
041410 -        constructing subject assignments from minutes and hours to only
041411 -        one second.  Uniform structure and descriptions build shared
041412 -        meaning from frequency of use, where shared experience grows a
041413 -        common culture.  This part of context management was updated
041414 -        today in the SDS subject index for Contacts and Projects.
041415 -        ref SDS 0 F066
041417 -         ..
041418 -        The concept of "populating related accounts" with common
041419 -        subject descriptions can be grasped from considering a meeting
041420 -        to discuss launching a new project.  The Subject Index may
041421 -        have accounts for...
041422 -
041423 -        1)  Meetings... specific event covering...
041424 -        2)  Organizations... everyone at the meeting:  5, 10, 30 people
041425 -        3)  Cost... who pays, how much, when
041426 -        4)  Schedule... who is doing what, when
041427 -        5)  Planning... procedures, reviews, changes
041428 -        6)  Approvals... government, contractor, buyer
041429 -        7)  Communication... requirements feedback traceability
041431 -         ..
041432 -        Each of these seven (7) major "subjects" might in turn have an
041433 -        array of 5, 10, 20 subjects.  (see also the Magical Number 7,
041434 -        paper by George Miller, and review on 990303. ref SDS 6 6177)
041436 -         ..
041437 -        Hierarchy manages complexity with only a few primary subjects
041438 -        that are easily grasped by the conscious mind.  Below primary
041439 -        account structures that are commonly recognized for general
041440 -        organization of daily work, sometimes called a "work breakdown
041441 -        structure (WBS), see above, ref SDS 0 EP9L, Control Fields
041442 -        divide the continuous stream of daily information into SDS
041443 -        record segments that differentiate meaning, and application to
041444 -        work by assigning subjects, similar to putting a document in a
041445 -        file folder stored in a filing cabinet.  Control Fields can
041446 -        have multiple (1, 5, 10, 50...) specific, customized subject
041447 -        account descriptions of unique scope.  Subject accounts can be
041448 -        described with several hundred characters and can have
041449 -        alternate descriptions for multiple views.  This part of
041450 -        context management takes minutes and hours to perform.
041452 -         ..
041453 -        The multiplicity of relationships quickly expands to hundreds
041454 -        of subjects for a single event, e.g., a meeting.  The human
041455 -        mind handles the vastness of context management easily, but
041456 -        mostly subconsciously and erroneously.  Moving a greater share
041457 -        of context management from subconscious to concious processing
041458 -        improves accuracy, but exposes complexity that overwhelms span
041459 -        of attention.  Accurate, effective context management requires
041460 -        tools to reduce mistakes, and discover opportunities for saving
041461 -        lives, time, and money.
041463 -         ..
041464 -    2.  Tools construct, navigate, and tend the Garden of Knowledge
041465 -
041466 -        This is how accounts are constructed and located navigating
041467 -        within the Subject Index using the keyboard, menus, and the
041468 -        mouse to execute functions that reduce the time and effort for
041469 -        context management explained in para 1. ref SDS 0 EP9L
041471 -         ..
041472 -        Tools that set up new accounts with established primary account
041473 -        templates provide uniform structure and descriptions that
041474 -        significantly reduce the burden of cognitive overhead for
041475 -        managing complexity, per above. ref SDS 0 9T42  Constructing a
041476 -        baseline of common primary accounts, explained above,
041477 -        ref SDS 0 9T4K, was significantly improved today to expand,
041478 -        simplify, and reduce time and effort, per below. ref SDS 0 1573
041480 -         ..
041481 -    3.  Subject assignments to SDS record Control Fields
041482 -
041483 -        Granular assignment of granular subjects enables finding
041484 -        specific details quickly when needed, and enables assembling
041485 -        all of the details on a specific subject without commingling
041486 -        irrelevant data and information.
041488 -         ..
041489 -        Tools enable customized assignments for finding and assembling
041490 -        the record that gives people the power of knowledge for command
041491 -        and control of the work (see explanation on 040312, ref SDS 13
041492 -        YH4G).  This means opening the Subject Index to a specified
041493 -        location, navigating to a relevant subject "area" to assign an
041494 -        account back to a Control Field that sets the "subject" for
041495 -        content in an SDS record segment, as a matter of simple
041496 -        volition, i.e., in seconds and minutes, rather than hours,
041497 -        days, and weeks.
041499 -         ..
041500 -        Since, as noted the complexity of a single meeting might
041501 -        require constructing several hundred subjects, which can take 5
041502 -        - 10 minutes, per account, and making assignments to Control
041503 -        Fields in SDS record segments, per above, ref SDS 0 9T5S,
041504 -        custom assignments that take individually only seconds, can
041505 -        still add up to take many hours for context management, i.e.,
041506 -        to "organize the record," as a component (step 2 of 8) for
041507 -        Communication Metrics, explained in POIMS. ref OF 11 QZ4K
041509 -         ..
041510 -        Automated tools, i.e., an SDS "engine" for context management,
041511 -        reduces many hours to 20 minutes or so, by both constructing
041512 -        multiple new subject accounts, and making multiple assignments
041513 -        back to the Control Fields in about one (1) second.  This
041514 -        engine was initially developed on 070511, ref SDS 16 0001, and
041515 -        was improved within the past few weeks to eliminate flaws and
041516 -        streamline the process.  Improvements were reported on 070511
041517 -        to have a comprehensive history of how the code works.
041518 -        ref SDS 16 DI7J
041519 -
041520 -
041521 -
0416 -

SUBJECTS
Primary Accounts and Sub-primary Accounts Create Modify Copy to New
New Account Templates Subject Index Primary Accounts and Sub-primary

0604 -
060501 -  ..
060502 - Organization Individual Template Accounts Consolidated
060503 - Template Subject Accounts Simplify Consolidate Process
060504 - Comprehensive Subject Template Accounts Contacts Projects
060505 - Work Breakdown Structures Common Uniform Account Primary Descriptions
060506 -
060507 - SDS subject index accounts are a work breakdown structure; this gets
060508 - mixed up here and there with cost accounts, but generally WBS
060509 - complements cost control, explained on 950202. ref SDS 4 5093
060511 -  ..
060512 - Changed elements and order of primary subaccount templates for
060513 - Contacts and Projects.  Eliminated separate template accounts for
060514 - organizations and individuals.  Today (actually over the past week)
060515 - combined everything into a single template.  People can then edit a
060516 - new set of accounts to elminate anything not applicable, and can add
060517 - accounts to customize the account structure.
060519 -  ..
060520 - We might wind up eliminating "projects," since this is an element of
060521 - Contacts.  Projects are performed by people and organizations, and so
060522 - have a natural hierarchial association at that level.  Actually,
060523 - everything can be organized based on Contacts.
060525 -  ..
060526 - Research might be effective as a separate account, but even in that
060527 - case association with people and organizations seems fundamental.
060529 -  ..
060530 - Created new sublevels for more primary accounts, and created
060531 - sub-sub-accounts for personnel.  The new code design today that
060532 - supports unlimited recursive sublevels accomplishes this support with
060533 - greater flexibility than the prior code.  In practice there are only 4
060534 - or 5 levels.
060535 -
060537 -  ..
060538 - Subject Account Sublevels Coding for Construction Totally Revised
060539 -
060540 - Changed the code today from constructing new standardized subaccounts
060541 - with templates, per above, ref SDS 0 EQ60, by getting lists from the
060542 - disk, to instead opening the template accounts and saving to the new
060543 - account directory and filename identification.  This turned out to be
060544 - implemented with nested, recursive cycles that reduce the code, and
060545 - increase speed and reliability of processing.
060547 -  ..
060548 - Speed of new system is striking creating 20 - 30 account files almost
060549 - instantly, reducing the exercise to mere volition.  This means people
060550 - can spend as much time as needed to formulate subject index templates
060551 - that can then be implemented instantly when needed.
060553 -  ..
060554 - Fixed the prior problem, so now processing ends in the new account sub
060555 - level, after creating it, so work can commence immediately without
060556 - having to execute another command.
060558 -  ..
060559 - Problem occurred for project primary account.  Today, set 00000 as
060560 - template account.  Projects already uses 00000 for Master Project
060561 - list.  Need to add flexibility so the template account can be
060562 - anything.  Need to set up new template accounts for projects, which is
060563 - the same as for contacts.  Actually, wound up solving these problems.
060565 -  ..
060566 - Previously sublevel accounts were constructed by entering mark 2 for
060567 - the target location; moving the template account and calling the menu
060568 - choice for a new template.  This has the advantage of using any
060569 - account as the template.  On 040325 improvements retained this method,
060570 - and added another choice to open the menu and select either an
060571 - organization or a personal subject account. ref SDS 12 0P61
060573 -  ..
060574 - Today, decided to integrate personal and organizational templates into
060575 - a single comprehensive template, and let people edit new accounts to
060576 - meet particular requirements.  As a result, there will now be only a
060577 - single template account, and only one (1) choice for New Account
060578 - Template," per below. ref SDS 0 YB4L
060580 -  ..
060581 - Apart from projects, Contacts is a major account for organizing the
060582 - record, because people and organizations are foundations of community,
060583 - which SDS supports with tools and practices for Communication Metrics,
060584 - explained on 950327. ref SDS 5 WO9P
060586 -  ..
060587 - The challenge is recognizing and applying variable directories for
060588 - index files that represent complex organic subject structures.  The
060589 - current code figures out this directory structure, gets a list of
060590 - files on the disk for subject account templates; opens all of the
060591 - file, and saves them to directories and filenames for the new account
060592 - codes.  This has various flaws, which have not been easy to understand
060593 - and fix, including that the process is not comprehensive nor flexible
060594 - to accomodate changes as needed in templates, per above. ref SDS 0
060595 - 615K
060596 -
060598 -  ..
060599 - Algorithm Code for Assigning New Account Primary Subjects
060600 -
060601 - Decided to eliminate all prior code and start over with a simplified
060602 - design.  This is comprehensive.  People can customize templates and
060603 - apply them without having to revise the code.
060604 -
060605 -    1.  Mark target account for processing.
060607 -         ..
060608 -    2.  Capture account identification string.
060610 -         ..
060611 -    3.  Open processor and calculate and post zone command, and post
060612 -        command to change template account codes to the new account
060613 -        code.
060615 -         ..
060616 -    4.  Capture account description 40 char, and save in processor for
060617 -        entering in new account template.
060619 -         ..
060620 -    5.  Find template account at the top of the file, 00000
060621 -
060622 -        This turned out to be a problem because 00000 is used in the
060623 -        project account for the master project list.
060625 -         ..
060626 -        The problem was fixed by changing the master project account
060627 -        from f: 03 00000 to f: 03 0000M, and by changing the code from
060628 -        "hard wiring" the template account to 00000 so that any account
060629 -        can be designated by starting the process on another account
060630 -        line other than 00000, and launching the process on the dots,
060631 -        rather than the default location of the first character in the
060632 -        account description.
060634 -         ..
060635 -    6.  Open template account.
060637 -         ..
060638 -    7.  Enter description saved in processor in step 2.
060640 -         ..
060641 -    8.  Change account codes in the template index to the new account
060642 -        code.
060644 -         ..
060645 -    9.  Save template account to directory and filename structure for
060646 -        the new account.
060648 -         ..
060649 -   10.  Open each account that has sublevels in the template shown by a
060650 -        "*" and save each one to the new account directory structure,
060651 -        per step 4.
060653 -         ..
060654 -   11.  When all "*" accounts have been processed in the current level,
060655 -        step back to the prior level, and check for "+" symbol showing
060656 -        all accounts have been processed; if the symbol is not
060657 -        encountered, look for another "*" account; the code requires
060658 -        one or the other to occur.
060660 -         ..
060661 -   12.  When "+" symbol is encountered, processing is completed; open
060662 -        new account ready for work by user.
060664 -         ..
060665 -   13.  Return control to user.
060666 -
060667 -
060668 -
060670 -  ..
0607 -
0608 -
0609 - 2115
0610 -
061001 - 03505 Template for New Primary Account Using Existing Structure
061002 -
061003 - Follow up ref SDS 12 0P61, ref SDS 9 QE86.
061005 -  ..
061006 - Line 70, ref OF 2 M18J, -label indv4 in 03505
061007 -
061008 -    -label indv4
061009 -    setcnt 74 1
061010 -    chrcnt 1 0
061011 -    -if @1 = 46 -goto upafT
061012 -    of 0
061013 -    loc_cur 0 1
061014 -    chrcnt 252 0
061015 -    ic 43
061016 -    z 1 80
061017 -    fr /.. /
061018 -    macro 8
061019 -
061020 -        setcnt 74 1 identifies op for organization template; this has
061021 -        generally been abandoned to use a single comprehensive work
061022 -        breakdown structure.
061024 -         ..
061025 -        Initial idea -if @1 = 46 -goto upafT opens the idea to use any
061026 -        account as the template by starting the process on a dot rather
061027 -        than on the default position of the account description.
061029 -         ..
061030 -        chrcnt 252 0 saves the initial account line to provide an
061031 -        anchor for indentifying when processing is completed.
061032 -
061034 -  ..
061035 - Line 100, ref OF 2 QZ4L, -label indv4 in 03505 about 60 lines below.
061036 -
061037 -    setcur 1 0
061038 -    of @1
061039 -    loc_cur 0 40
061040 -    z 1 180
061041 -    fl / /
061042 -    rel_cur 0 1
061043 -    chrcnt 254 0
061044 -    savescr 10
061045 -    ic 32
061046 -    setcnt 86 1
061047 -    loc_cur 0 1
061048 -    macro 1182
061049 -    getscr 10
061050 -    ic @254
061051 -
061052 -        The cursor is on the left margin of the account description.
061053 -        setcur 1 0 and of @1 offsets the screen to this column, so the
061054 -        code can read the account description for transfer to the new
061055 -        account template.  fl / / finds the nearest complete word;
061056 -        chrcnt 254 0 captures the character of the beginning of the
061057 -        word, and then it is blanked, so macro 1182 will read to the
061058 -        end of the string to find double spaces.  ic @254 then puts the
061059 -        character back.
061060 -
061061 -
061063 -  ..
061064 - Line 120, ref OF 2 KS3H, -label indv4 in 03505 about 80 lines below.
061065 -
061066 -    e c:\sd\03\03505
061067 -    line                                                       && *%4
061068 -    loc_cur 3 10
061069 -    setcnt 86 1
061070 -    macro 1181
061071 -
061072 -        Open macro processor and find a line where the zone and change
061073 -        commands are constructed, and enter the account description
061074 -        for later entering into new account template.
061075 -
061076 -
061078 -  ..
061079 - Line 140, ref OF 2 PR5K, -label indv4 in 03505 about 100 lines below.
061080 -
061081 -    e sndx
061082 -    macro 9
061083 -    rel_cur 0 -5
061084 -    fl / /
061085 -    rel_cur 0 1
061086 -    setcnt 86 180
061087 -    setcnt 87 46
061088 -    setcur 1 0
061089 -    addcnt 1 1
061090 -    setcnt 72 @1
061091 -    setgbl 72 @1
061092 -    macro 1182
061093 -    setcnt 2 @100
061094 -    subcnt 2 181
061095 -    setgbl 73 @2
061096 -
061097 -        e sndx returns to subject index; macro 9 puts cursor on
061098 -        beginning char of account description; rel_cur 0 -5 moves
061099 -        cursor onto the format line of dots that separates the code
061100 -        from the description, so that fl / / finds the space in front
061101 -        of the part ofthe account string that is unique for the current
061102 -        account. rel_cur 0 1 moves the cursor to the 1st char of the
061103 -        unique part of the account code; setcur 1 0 addcnt 1 1 setgbl
061104 -        72 @1 captures the start position to zone the change command;
061105 -        setcnt 86 180 macro 1182 captures the account code and saves in
061106 -        global counters starting with 180; setcnt 2 @100 puts the
061107 -        account string length (number of characters) in counter 2;
061108 -        subcnt 2 181 adjusts for starting the counter at 180; setgbl 73
061109 -        @2 saves the string length for the zone command.
061110 -
061112 -  ..
061113 - Line 170, ref OF 2 2X8G, -label indv4 in 03505 about 130 lines below.
061114 -
061115 -    e c:\sd\03\03505
061116 -    line                                                       && *%4
061117 -    loc_cur 3 14
061118 -    setcnt 86 180
061119 -    macro 1181
061120 -
061121 -        Open processor and post ID code string for new account for
061122 -        later use.
061123 -
061124 -
061126 -  ..
061127 - Line 180, ref OF 2 0257, -label indv4 in 03505 about 150 lines below.
061128 -
061129 -    immed /
061130 -    loc_cur 3 1
061131 -    errorcnt 0 0
061132 -    z 1 21
061133 -    -if @74 = 1 l-/ 00000./
061134 -    -if @74 = 2 l-/0000I/
061135 -    -if @0 = 0 -goto upafT
061136 -    macro 9
061137 -    beep
061138 -    errormsg  Need Template account 0000O or 00001
061139 -    -goto errors
061140 -
061141 -        immed / places target new account at top of screen for doing
061142 -        search.  z 1 21 can look for 00000. at the primary level, and a
061143 -        secondary level for using the template file in personnel
061144 -        indexes. -if @74 = 1 l-/ 00000./ is a legacy approach to find
061145 -        the template subject index; it still works even though at this
061146 -        time we have abandoned alternate templates, per above.
061147 -        ref SDS 0 F066  If a template account is not found, return an
061148 -        error message.
061149 -
061150 -
061152 -  ..
061153 - Line 220, ref OF 2 0303, -label upafT in 03505
061154 -
061155 -    -label upafT
061156 -    of 0
061157 -    loc_cur 0 @72
061158 -    setcnt 86 1
061159 -    setcnt 87 46
061160 -    macro 1182
061161 -    e c:\sd\03\03505
061162 -    line                                                       && *%4
061163 -    loc_cur 3 7
061164 -    setcnt 86 1
061165 -    macro 1181
061166 -    e sndx
061168 -         ..
061169 -        The cursor is on the line for the template account; loc_cur 0
061170 -        @72 places cursor on 1st column of unique template account
061171 -        code; set string read to start at counter 86 and stop on a dot.
061172 -        macro 1182 reads the template account string; open the
061173 -        processor and save the template account string in frong of the
061174 -        new account string for ease in swapping these parameters in
061175 -        processing. e sndx returns to the subject index for next step.
061176 -
061178 -  ..
061179 - Line 240, ref OF 2 PQXX, -label upafT in 03505 about 30 lines below
061180 -
061181 -    of 0
061182 -    loc_cur 0 1
061183 -    z 10 80
061184 -    errorcnt 0 0
061185 -    fr /.. /
061186 -    -if @0 = 0 -goto okp......................... ref SDS 0 U24G
061187 -    beep
061188 -    macro 23
061189 -    errormsg  Call ops make new project on Template line
061190 -    -goto errors
061191 -
061192 -        Move cursor to left margin that begins template account
061193 -        description, i.e., on the T in Template.
061194 -
061196 -  ..
061197 - Line 260, ref OF 2 B57H, -label okp in 03505
061198 -
061199 -    -label okp
061200 -    macro 22
061201 -    @c:\sd\03\03501 #2
061202 -
061203 -        macro 22 saves cursor position in sndx at template account
061204 -        description; calling 03501 #2 opens template account to next
061205 -        level showing details.
061206 -
061208 -  ..
061209 - Line 270, ref OF 2 VZ8O, -label okp in 03505 about 20 lines below
061210 -
061211 -    e c:\sd\03\03505
061212 -    line                                                       && *%4
061213 -    loc_cur 4 3
061214 -    getgbl 1 72
061215 -    inscnt 1 0
061216 -    rel_cur 0 1
061217 -    getgbl 2 73
061218 -    addcnt 1 @2
061219 -    inscnt 1 0
061220 -    loc_cur 3 7
061221 -    setcnt 86 1
061222 -    macro 1182
061223 -    loc_cur 5 4
061224 -    setcnt 86 1
061225 -    macro 1181
061226 -    ic 47
061227 -    pushc
061228 -    loc_cur 3 14
061229 -    setcnt 86 1
061230 -    macro 1182
061231 -    popc
061232 -    macro 1181
061233 -    ins_text !/* 1!
061234 -
061235 -        e c:\sd\03\03505 opens the processor; line..... *%4 command
061236 -        jumps zone and change commands to top of screen for entering
061237 -        parameters that customize processing based on account
061238 -        structures encountered; loc_cur 4 3 positions cursor to enter
061239 -        zone command parameters; loc_cur 3 7 positions cursor to read
061240 -        template account code from temporary storage entered above.
061241 -        ref SDS 0 GV5F; loc_cur 5 4 macro 1181, enters template account
061242 -        code for command to change codes in the template subject index
061243 -        file to the new account code.  loc_cur 3 14 macro 1182 do the
061244 -        same for code of the new account.  This customizes zone and
061245 -        change commands to change accounts in the template temporarily
061246 -        to codes for the new account.
061247 -
061249 -  ..
061250 - Line 310, ref OF 2 YO3G, -label chang3 in 03505
061251 -
061252 -    -label chang3
061253 -    e sndx
061254 -    *     TempA  NewAc   Description.....
061255 -    *%4
061256 -    z
061257 -    c /
061258 -    e c:\sd\03\03505
061259 -    line                                                       && *%4
061260 -    loc_cur 3 22
061261 -    setcnt 86 1
061262 -    macro 1182
061263 -    loc_cur 3 7
061264 -    setcnt 86 180
061265 -    macro 1182
061266 -    loc_cur 3 14
061267 -    setcnt 86 190
061268 -    macro 1182
061269 -
061270 -        e sndx returns to Subject Index; zone and change commands are
061271 -        executed to change the account code in the template file to
061272 -        the code for the new account; the open processor again and go
061273 -        back to the line where codes and account description is
061274 -        entered to capture these elements again.
061275 -
061277 -  ..
061278 - Line 350, ref OF 2 1G5M, -label chang3 in 03505 about 40 lines below
061279 -
061280 -    line                                 && *%6
061281 -    loc_cur 4 5
061282 -    split
061283 -    rel_cur 1 0
061284 -    immed d
061285 -    rel_cur -1 0
061286 -    setcnt 86 180
061287 -    macro 1181
061288 -    ic 33
061289 -    e sndx
061290 -    tl 0
061291 -    loc_cur 5 1
061292 -    z 1 80
061293 -    fr /.. /
061294 -    of 20
061295 -    -if @137 != 882 -goto sadeh
061296 -    of 30
061297 -    eol
061298 -    rel_cur 0 1
061299 -    -label sadeh
061300 -    split
061301 -    rel_cur 1 0
061302 -    immed d
061303 -    rel_cur -1 0
061304 -    setcnt 86 1
061305 -    macro 1181
061306 -    of 0
061307 -
061308 -        This code reads the account description stored in the processor
061309 -        and enters in the template file; an innovation appends primary
061310 -        description to sublevel descriptions for clarity and
061311 -        orientation, based on flag 137 = 882, set below. ref SDS 0 SG4L
061312 -
061314 -  ..
061315 - Line 410, ref OF 2 QP5M, -label chang3 in 03505 about 60 lines below
061316 -
061317 -    e c:\sd\03\03501
061318 -    z 1 4
061319 -    l-/*%5 /
061320 -    loc_cur 4 3
061321 -    setcnt 86 1
061322 -    macro 1182
061323 -    e c:\sd\03\03505
061324 -    line                      && *%18
061325 -    loc_cur 4 6
061326 -    split
061327 -    rel_cur 1 0
061328 -    immed d
061329 -    rel_cur -1 0
061330 -    setcnt 86 1
061331 -    macro 1181
061332 -    z 1 80
061334 -         ..
061335 -        This code does a reverse search in 03501 to capture the get
061336 -        file command in 03501 primary subject index processor and
061337 -        converts it into a savx command in the 03505 processor for
061338 -        saving the modified template account index file as the new
061339 -        account subject index file.
061340 -
061342 -  ..
061343 - Line 430, ref OF 2 SC3O, -label chang3 in 03505 about 80 lines below
061344 -
061345 -    -if @267 > 0 -goto 2npass
061346 -    *%6
061347 -    fl !
061348 -    addcnt 267 1
061349 -    rel_cur -1 0
061350 -    ic 120
061351 -    rel_cur 1 -1
061352 -    -goto eash9
061353 -    -label 2npass
061354 -    rel_cur -1 0
061355 -    fl /x/
061356 -    rel_cur 1 0
061357 -    -label eash9
061358 -    setcnt 86 190
061359 -    macro 1181
061360 -    e sndx
061361 -    *%18
061362 -    savx
061363 -
061364 -       This code sets up a method to recursively modify savx command to
061365 -       write template account files to the disk as all of the various
061366 -       new account subject index files.  An x is entered above the
061367 -       beginning character in the directory structure on the first pass
061368 -       of the process.  For each additional template file, the code can
061369 -       find the position for entering the directory string for the new
061370 -       subject account.
061371 -
061373 -  ..
061374 - Line 470, ref OF 2 0K7N, -label lppl in 03505
061375 -
061376 -    -label lppl
061377 -    errorcnt 0 0
061378 -    z 1 80
061379 -    l /.*./
061380 -    -if @0 > 0 -goto rpl2.......................... ref SDS 0 I86H
061381 -    loc_cur 3 1
061382 -    getgbl 72 72
061383 -    loc_cur 0 @72
061384 -    setcnt 86 180
061385 -    macro 1181
061386 -    z 1 80
061387 -    fr /.. /
061388 -    setcnt 137 999
061389 -    @c:\sd\03\03501 #2
061390 -     ..
061391 -    setcnt 137 882
061392 -    -goto chang3................................. ref SDS 0 YS6H
061393 -
061394 -        This code creates a loop that finds each sublevel account in a
061395 -        subject index template file identified by a "*" loc_cur 0 @72
061396 -        positions the cursor, and macro 1181 enters the part of the
061397 -        account code that identifies a template index - other words,
061398 -        when a template file is opened, the code is switched to the new
061399 -        account code and saved, then each line with a star is switched
061400 -        back to the template code so the next level of the template can
061401 -        be opened and saved to the disk as the new account index.  This
061402 -        allows unlimited hierarchicial depth to be replicated as new
061403 -        account indexes.
061404 -
061406 -  ..
061407 - Line 520, ref OF 2 T43I, -label rpl2 in 03505
061408 -
061409 -    -label rpl2
061410 -    top
061411 -    z 1 80
061412 -    l /.../
061413 -    getgbl 72 72
061414 -    loc_cur 0 @72
061415 -    setcnt 86 180
061416 -    macro 1181
061417 -    @c:\sd\03\03501 #5
061418 -    tl 0
061419 -    macro 12
061420 -    top
061421 -    errorcnt 0 0
061422 -    z 1 1
061423 -    l /+/
061424 -    -if @0 = 0 -goto onah......................... ref SDS 0 IW5I
061425 -    macro 13
061426 -    immed /
061427 -    loc_cur 3 0
061428 -    -goto lppl.................................. ref SDS 0 SG8L
061429 -
061430 -        When all "*" accounts have been processed, the code switches
061431 -        back to the template code, and returns to the prior level to
061432 -        look for "+" symbol entered in the beginning to identify when
061433 -        processing has returned to the original primary level, which
061434 -        indicates the task is completed.
061435 -
061437 -  ..
061438 - Line 560, ref OF 2 VS7H, -label onah in 03505
061439 -
061440 -    -label onah
061441 -    ic @252
061442 -    macro 9
061443 -    @c:\sd\03\03501 #2
061444 -    errormsg  New project accounts created
061445 -    -label errors
061446 -    purge c:\sd\03\03505
061447 -
061448 -        The code found the "+" so everything has been processed; the
061449 -        code opens the primary level for the new account ready for
061450 -        the user to begin work.
061451 -
061452 -
061453 -
061454 -
061455 -
061456 -
061458 -  ..
061459 - 050409  Subject Index Menu Add New Project Template Organiz and Indiv
061460 -
061461 - Follow up ref SDS 12 YB4L.
061463 -  ..
061464 - Line 200, ref OF 3 SM8J, -label subjQ in 050409 about 70 lines below
061465 -
061466 -    ins_text " New Account Template                 "
061467 -    loc_cur 0 80
061468 -    ins_text " @C:\SD\03\03505   "
061469 -    rel_cur 1 -65
061470 -      ins_text " New Project Template Indivdual       "
061471 -      loc_cur 0 80
061472 -      ins_text " @C:\SD\03\03505 #3  "
061473 -      rel_cur 1 -65
061475 -         ..
061476 -        Changed subject index subject mene to show only on option for
061477 -        creating new account templates, and change the name to simply
061478 -        account template.  Unplugged choice for individual template.
061479 -
061480 -
061481 -
061482 -
061483 -
0615 -