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S U M M A R Y


DIARY: November 16, 1995 07:54 AM Thursday; Rod Welch

Develop ideas for SDS record summary, Action Items, highlighting, menus.

1...Summary/Objective
............................Headlines


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

SUBJECTS
Subjects, Action Items
Action Items, 950729
Highlight, Follow up, 910326
Menu Bar/Box Design/Appearance
Assignments, System Design, SDS Records
Priority, Highlighting
Views Headings, Subjects, Actions, Follow ups
Multiple Views Controlled Visibility Summariz
Intelligence Summary Multiple Views Computer
Controlled Visibility Manage Complexity Summa

1712 -    ..
1713 - Summary/Objective
1714 -
171401 - Follow up ref SDS 16 0000.
171402 -
171403 - Developed idea to create a new menu choice for SDS records to contain
171404 - the various choices for summarizing the record.
171405 -
171406 -    [On 990427 Morris wants links prioritized. ref SDS 20 0558]
171407 -
171408 -
171409 -
1715 -
1716 -
1717 - Progress
1718 -
171801 - This morning I am thinking about changing the color code scheme back
171802 - the way it was so we only assemble underlined heading lines in a new
171803 - menu catagory called
171804 -
171805 -                            Headlines
171806 -
171807 -     and maybe including the 4th color which uses the k flag to
171808 -     identify headings of non-underlined lines which occur for example
171809 -     in the middle of a paragraph.
171810 - ..
171811 - We could make a new SDS record menu bar field called "View" and
171812 - in it have the following:
171813 -
171814 -                        Subjects
171815 -                        Headlines
171816 -                        Action Items
171817 -                        Follow Up Links
171818 -
171819 -    This offers a variety of ways to "view" information in an SDS
171820 -    record.  It recognizes there are concept pointers called "headings"
171821 -    or "Headlines."  There are Action Items.  There are larger blocks
171822 -    of information that are identified according to "Subjects" and
171823 -    each block can have multiple subjects.
171824 -
171825 -        [On 990303 scientific paper says human memory assembles
171826 -        information into "chunks." ref SDS 19 2838]
171827 -
171828 -    The problem with "Subjects" is that it can be confused with the
171829 -    main menu choice to open the Subject Index.  This menu operation is
171830 -    to summarize the current SDS record based on the subjects of each
171831 -    record segment.  Currently it is called "Summary."  I don't like
171832 -    that term because all of the operations in the "View" menu
171833 -    summarize in one way or another the record. So, we will try calling
171834 -    this View menu choice that was formerly "Summary" the new name of
171835 -    "Segments".
171836 -
171837 -                        Subject Segments
171838 -                        Headings
171839 -                        Action Items
171840 -                        Follow Up Links    [        ]
171841 -
171842 -        Headings will be anything underlined or with the "j" flag.
171843 -
171844 - I am using the 2nd highlight to show where follow up was done, but I
171845 - am also using brackets for this to signify forward links.  Think I
171846 - will just use the brackets to identify forward links, and when it
171847 - seems helpful to highlight them will use the 2nd color.  Reporting
171848 - will be only on the bracket symbol. We could make another menu option
171849 - under View for the brackets.
171850 -
171851 -      [See work creating forward links at ref SDS 17 line 80.]
171852 -
171853 - Actually I am going to use the 4th color for formal Action Items, and
171854 - keep the 3rd color which is white for headings. This is because there
171855 - are already a lot of headings colored white, and I don't want to
171856 - capture them in an Action Item report.  The difficulty with this idea
171857 - is that there are just as many 2nd color items identified for Follow
171858 - Up Links.
171859 -
171860 -      [See work on assembling Action Items, Headings and Subjects in
171861 -      current SDS record at ref SDS 17 line 42.]
171862 -
171863 -
1719 -
1720 -
1721 - 000003
1722 -
172201 - Follow up work at ref SDS 2 line 45 where we work on menu macro 280.
172202 -
172203 - Line 270 -entry 80, about 70 lines below, tried to change the SDS
172204 - record, main menu bar from:
172205 -
172206 -     File  Edit  Contacts  Records  Subjcts  Diary/Reports  Docments  Other
172207 -
172208 -  ...to
172209 -
172210 -     File  Edit  Contacts  Records  Subjcts  Reports  Docments  View  Other
172211 -
172212 - The significant changes are:
172213 -
172214 -       1.  From "Diary/Reports" to "Reports."
172215 -
172216 -       2.  Adding "View" between "Documents" and "Other"
172217 -
172218 - We have to change the menu read fruction for "Documents" and add a
172219 - new menu read operation for "View."
172220 -
172221 -           This is moderately important in removing "Diary" from the
172222 -           menu bar.  It tells the User how to get a Diary.
172223 -           Theoretically "Reports" does this because the User is
172224 -           getting a "Diary" report.  However, from a learning
172225 -           perspective, this is an extra mental step.
172226 -
172227 -
172228 -
1723 -
1724 -
1725 - 061120
1726 -
172601 - Follow up work at ref SDS 12 line 93.
172602 -
172603 - Line 1555 -label lpy12, change this to only assemble pending Action
172604 - Items for the reasons under para 1 under "Progress" above.
172605 -
172606 - This is a little more complicated because the code is using counter 7
172607 - to distinguish the type of report which can be either pending items
172608 - only or all action items, per ref SDS 11 line 208.
172609 -
172610 - Line 1575 -label lpx12, I am changing the selection criteria as
172611 - follows from:
172612 -
172613 -       -if @7 = 1 -if @1 != 102 -if @1 != 106 immed d
172614 -
172615 -   ...to:
172616 -
172617 -       -if @7 = 1 -if @1 != 102 -if @1 != 107 immed d
172618 -
172619 -   This should avoid having all of the Header lines show up as Action
172620 -   Items in the Action Item report.  It will get only lines coded red
172621 -   which is Automatic Follow Up, and green, which is the new Action
172622 -   Item color for non-Automatic Follow Up items.
172623 -
172624 - Will change following line:
172625 -
172626 -     -if @7 = 2 -if @1 != 102 -if @1 != 106 -if @1 != 107 immed d
172627 -
172628 -   ...to:
172629 -
172630 -     -if @7 = 2 -if @1 != 102 -if @1 != 107 -if @1 != 109 immed d
172631 - ..
172632 - This requires adding a new highlight flag "m" for Alt F10.  I
172633 - think the idea is that something originally flagged as green, can be
172634 - changed to another color so it shows up in the report.
172635 -
172636 - If I make this change, then I have to modify a lot of other Report
172637 - stuff, including printing macros.
172638 -
172639 - Need to change the Alt F10 feature and the line counter code.
172640 -
172641 -    On 920927 highlight system is explained. ref SDS 1 0000
172642 -
172643 -
172644 -  ..
1727 -
1728 -
1729 - 0611230
1730 -
173001 - Follow up work at ref SDS 11 line 217.
173002 -
173003 - Line 130 -label over, about 20 lines below,
173004 -
173005 - This is a little subtle and complicated for me to muddle through this
173006 - evening.  It is something about setting a flag to distinguish the
173007 - status of an Action Item.  I am eliminating consideration of postion 7
173008 - which was about whether an Action Item was still Pending.
173009 -
173010 - The code change this evening is, I think, intended to assemble a
173011 - report on "Completed" Action Items.  I am unable to fully explain the
173012 - elements and interrelationships this evening.
173013 -
173014 -    [See follow up at ref SDS 18 line 68.]
173015 -
173016 -
173017 -
173018 -
173019 -