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 "º New Account Template                 º"
061467 -    loc_cur 0 80
061468 -    ins_text " @C:\SD\03\03505   "
061469 -    rel_cur 1 -65
061470 -      ins_text "º New Project Template Indivdual       º"
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 -