THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: November 9, 2003 06:19 AM Sunday; Rod Welch

Document format in SDS records to support email using F1 F3.

1...Summary/Objective
2...Knowledge Space Fast and Easy to Construct Managing Documents
3...File Access Menu Modify to Specify Document to Format for Analysis
4...00702 Macro 58 Modify to Support Formatting Received Docs in SDS
5...Modify File Access Menu to Create Template to Analyse Document
6...Analyse Document Menu Modify File Access to Create New Template
7...File Access Menu Modify to Create Template to Analyse Document
....Function Keys and Mouse Modified
8...Outline Format Selected or Avoided by Clicking on Menu Text or Spaces
9...00702 Process Files DMS Directory List for Analysis in SDS Record
10...Get Command Load File Specification
11...Position Document to Analyse in SDS Record Automatically
12...Select Document to Analyse from Directory Listing F1 F3
13...0608 F1 F3 Select Document to Analyse from File Access List
14...F1 F3 Macro File 0608 Expedites Selection of Document to Analyse
15...050405 SDS Diary Menu Add Choice to Analyse Document
16...050411 DMS Menu Add New Functions for Analysing Document in SDS


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

SUBJECTS
Received Documents Shift Text Lines to Desired Left Margin
Menu F1 F3 Specify Documents Format Email in SDS Records Using Get Co
SDS Analyse Documents F1 F3 Macro 58 to Provide Template for User to

1205 -
1205 -    ..
1206 - Summary/Objective
1207 -
120701 - Follow up ref SDS 6 0000.
120702 -
120703 - Expanded feature to format documents in SDS for analysis.  There is
120704 - now a menu template that displays a default filename.  The menu
120705 - permits flexibility editing filenames, so that more than one file can
120706 - be processed in a single step.  Formatting the document with and
120707 - without outline structure is supported. ref SDS 0 1H6N  The user need
120708 - merely position the cursor generally rather than be exact in where a
120709 - document will be entered in the record.  A complementary function was
120710 - added to DMS File Access function called with F1 F3.  The menu in the
120711 - file list now offers a choice to select a file for analysis in an SDS
120712 - record and to use or omit outlining. ref SDS 0 JO67
120713 -
120714 -
120715 -
120716 -
120718 -  ..
1208 -
1209 -
1210 - Evaluation
1211 -
121101 - Knowledge Space Fast and Easy to Construct Managing Documents
121102 -
121103 - Follow up ref SDS 6 PI7K.
121104 -
121105 - The new system requires one additional click.  Previously, when the
121106 - menu choice was selcted for analysing a document in an SDS record, the
121107 - document....
121109 -                         ..
121110 -                        C: sd 10 x.txt
121111 -
121112 - ...was immediately formatted in the SDS record with an outline format.
121113 - ref SDS 6 PI5G  To analyse another document, the user had to open the
121114 - document and file it to the name c: sd 10 x.txt.  This was a lot of
121115 - extra work that discourages analysis, as reported on 000307,
121116 - ref SDS 5 5182, despite Drucker's call that analysis is the core
121117 - responsibility of management, reviewed on 931130. ref SDS 3 7911
121119 -  ..
121120 - Now when....
121121 -
121122 -                     Document Analyse in SDS
121123 -
121124 - ...is selected in the "Diary" menu of an SDS record, another menu
121125 - appears that shows...
121127 -                         ..
121128 -                        ANALYSE DOCUMENT
121130 -          ..
121131 -         Enter or Click to execute                ESC=Quit
121133 -          ..
121134 -         C: SD 10 X.TXT
121136 -          ..
121137 -         Edit specificaton to analyse another document
121138 -
121139 -
121140 - ...showing the same default document, x.txt
121142 -  ..
121143 - The user can edit this default specification to analyse a different
121144 - document, if needed.  In addition, instead of using an outline format,
121145 - the user can click or move the cursor and press Enter on the space
121146 - between "...execute" and "ESC=Quit," and, also, anywhere beyond the
121147 - file specification to avoid using an outline format. ref SDS 0 1H6N
121148 - These choices are complementary and are fast and easy to make, all at
121149 - the cost of an extra click.
121151 -  ..
121152 - New menu choices in the File Access listing provide further flexibilty
121153 - to construct and maintain an effective Knowledge Space. ref SDS 0 JO67
121154 -
121155 -
121156 -
121158 -  ..
1212 -
1213 -
1214 - Planning
1215 -
121501 - File Access Menu Modify to Specify Document to Format for Analysis
121502 -
121503 - On 030823 developed macro 00702 to expedite entering documents into
121504 - SDS records using the Medit get command and applying standard SDS line
121505 - number format for Knowledge Space. ref SDS 6 5L6J
121507 -  ..
121508 - At that time developed idea to apply File Access, normally called with
121509 - F1 F3 to run macro 58, for a menu where the user can accept the
121510 - default filename or edit the filename to use a different path and
121511 - filename. ref SDS 6 OG5M  This gives the user flexibility to identify
121512 - several documents at once for analysis in an SDS record, rather than
121513 - identify documents sequentially, which takes a lot more time.
121515 -  ..
121516 - Gary mentioned the other day that some scenarios for document analysis
121517 - work better without the control of outline structure.  This creates an
121518 - additional requirement for flexibility that makes selecting formats
121519 - for outlining or traditional narrative fast and easy; so this is
121520 - provided. ref SDS 0 1H6N
121521 -
121522 -
121523 -
121525 -  ..
121526 - Line 1970, ref OF 4 BM5J, -entry 58 in 000002
121527 -
121528 -    This begins macro 58 that opens a menu in the screen for opening a
121529 -    file.
121530 -
121531 -    Will modify this when called by macro file 00702 to use the get
121532 -    command for entering a received document into an SDS record with a
121533 -    consistent format.
121535 -  ..
121536 - On 030823 there was concern that developing this capability would
121537 - require additional compiler space. ref SDS 6 OG5M  Work during
121538 - September, October and into November recovered considerable compiler
121539 - space, especially on 031022 modifying the design of the menu system.
121540 - ref SDS 7 0001  Turned out today, however, that this improvement can
121541 - be done without adding to compiled code by doing all modifications in
121542 - 00702.
121543 -
121544 -
121545 -
121546 -
121547 -
121549 -  ..
1216 -
1217 -
1218 - Progress
1219 -
121901 - 00702  Macro 58 Modify to Support Formatting Received Docs in SDS
121902 -
121903 - Follow up ref SDS 6 5L6J.
121904 -
121905 - Line 30, ref OF 1 414J, in 00702
121906 -
121907 -    -goto start
121908 -    -goto execute
121909 -    -goto esc
121910 -
121911 -        Modified beginning of op to use macro 58 for a template to
121912 -        configure a menu for reading a document into an SDS record and
121913 -        constructing a format that applies the flexible structure of
121914 -        knowledge space, per planning on on 890523, ref SDS 1 P13O, and
121915 -        citing line numbers. ref SDS 1 T1VQ  A theory of Knowledge
121916 -        Space was developed on 960620, ref SDS 4 3516, that is
121917 -        explained in POIMS. ref OF 7 034J  Knowledge Space requires
121918 -        managing documents in the context of related history and the
121919 -        organic structure of context.
121920 -
121921 -
121922 -
121924 -  ..
121925 - Modify File Access Menu to Create Template to Analyse Document
121926 - Analyse Document Menu Modify File Access to Create New Template
121927 - File Access Menu Modify to Create Template to Analyse Document
121928 -
121929 - Line 70, ref OF 1 HU8H, -label start in 00702
121930 -
121931 -    -label start
121932 -    setcnt 93 1117
121933 -    macro 58
121934 -    setcnt 93 0
121935 -
121936 -        setcnt 93 1117 flag for File Access macro 58 to exit before
121937 -        error message that stops processing so commands in this macro.
121938 -        00702 can modify the template created for File Access.  setcnt
121939 -        93 0 resets flag for file access menu so it will funciton
121940 -        normally on next pass.
121941 -
121943 -     ..
121944 -    loc_cur 8 36
121945 -    ins_text ! ANALYSE DOCUMENT !
121946 -
121947 -        Now that macro 58 has created the template, modify File Access
121948 -        menu to create a different menu for entering a document into an
121949 -        SDS record and formatting for analysis using the code developed
121950 -        for 00702 on 031015. ref SDS 6 5L6J
121951 -
121953 -     ..
121954 -    loc_cur 9 18
121955 -    ins_text !Enter or Click to execute                ESC=Quit!
121957 -         ..
121958 -        Change instructions for function keys explaining User need
121959 -        merely click to execute.  There are several options...
121961 -     ..
121962 -    loc_cur 11 18
121963 -    ins_text !                                                              !
121964 -
121965 -        Clear any prior entries from File Access process
121966 -
121968 -  ..
121969 - Line 80, ref OF 1 XW9K, -label start in 00702 about 40 lines below
121970 -
121971 -    ins_text !C: SD 10 X.TXT!
121972 -
121973 -        Enter default document file specification to read into the SDS
121974 -        record for analysis. Default filename is always x.txt which the
121975 -        User can accept or edit, per planning above, ref SDS 0 3Q62,
121976 -        that is implemented below. ref SDS 0 1H6N
121977 -
121979 -     ..
121980 -    loc_cur 13 18
121981 -    ins_text !Edit specification to analyse another document!
121982 -    loc_cur 14 35
121983 -    ins_text !=================!
121984 -    loc_cur 11 27
121985 -
121986 -        Give some minumal instructions; Clear unneeded comment on last
121987 -        line of menu. Place cursor on filename ready to edit by
121988 -        pressing Enter.  Since the cursor starts on a character, the
121989 -        default format will be outline, but by moving the cursor to the
121990 -        left to the blank space, or by moving to the right in front of
121991 -        the spec, or double clicking this area, the User can easily
121992 -        select a standard narrative format, per planning above,
121993 -        ref SDS 0 GG7G, that is implemented below. ref SDS 0 1H6N
121994 -
121995 -
121997 -     ..
121998 -    Function Keys and Mouse Modified
121999 -
122000 -
122001 - Line 120, ref OF 1 WY6L, -label start in 00702 about 80 lines below
122002 -
122003 -    pfent @c:\sd\03\00702 -gg click
122004 -    pfb1 @c:\sd\03\00702 -gg click
122005 -    pf2
122006 -    pf3
122007 -
122008 -        Macro 77 called by the standard op in macro 58 turns off all
122009 -        function keys for the File Access menu.  Modify Enter to call
122010 -        the same code for the Left click operation to execute this new
122011 -        feature.  Reset F2 and F3 because they are set in macro 58 for
122012 -        file access which is not needed in this application.
122013 -
122015 -     ..
122016 -    pfesc @c:\sd\03\00702 -gg esc
122017 -    pfb2 @c:\sd\03\00702 -gg esc
122019 -         ..
122020 -        Modify ESC to use the code macro 584 to close the menu and then
122021 -        purge this macro file from memory. Change assigment of right
122022 -        click to also ESC
122023 -
122025 -     ..
122026 -    setcolor 3 14
122027 -    errormsg Document enter into SDS record for analysis
122028 -
122029 -        Restore color to error message for this op.
122030 -
122031 -
122033 -  ..
122034 - Outline Format Selected or Avoided by Clicking on Menu Text or Spaces
122035 -
122036 - We need a way that is fast and easy to create or omit the outline
122037 - structure, per objectives, ref SDS 0 0001, and planning. ref SDS 0
122038 - GG7G  Evaluation after creating the code indicates this is fast and
122039 - easy. ref SDS 0 PQ4G
122041 -  ..
122042 - Decided to use the following (see layout above. ref SDS 0 PQ4G)
122043 -
122044 -    1.  When the template menu appears there are two places to
122045 -        execute....
122046 -
122047 -        a.  The pointer is already on the message that says Enter or
122048 -            Click to execute.  Clicking the pointer immediately
122049 -            executes the default format with outlining.
122051 -             ..
122052 -        b.  The cursor is already on the document name to execute, so
122053 -            pressing Enter immediately executes the default format with
122054 -            outlining.  Alternatively, move the pointer and click on
122055 -            the filename specification and this executes the default
122056 -            format with outlining.
122058 -         ..
122059 -    2.  To avoid outline format....
122060 -
122061 -        a.  Under use case scenario "a" above, move the pointer
122062 -            slightly to the right of the instruction to the blank space
122063 -            and click.  This executes the alterternate format that
122064 -            omits outlining.
122066 -             ..
122067 -        b.  Under use case "b", move the cursor to the right beyond the
122068 -            end of the filename specification and press Enter, or move
122069 -            the pointer to the same area and click.  This executes the
122070 -            alternate format that omits outlining.
122071 -
122073 -  ..
122074 - In addition....
122075 -
122076 -    3.  To change your mind and not enter the document into SDS, close
122077 -        the menu without executing the specification by....
122078 -
122079 -        a.  ESC closes the menu.
122081 -             ..
122082 -        b.  Right click
122084 -             ..
122085 -        c.  Click anywhere outside the menu.
122087 -             ..
122088 -        d.  Click ESC=Quit
122089 -
122091 -         ..
122092 -    4.  Change the specified filename from the default x.txt
122093 -
122094 -        The cursor is on the beginning of the filename, enter an
122095 -        alternate name and follow steps 1, ref SDS 0 QT7H, or 2.
122096 -        ref SDS 0 QT8Y
122097 -
122099 -  ..
122100 - Line 160, ref OF 1 8F7K, -label click in 00702
122101 -
122102 -    -label click
122103 -    tl 0
122104 -    setcura 1 0
122105 -    setcnt 104 @1
122106 -    chrcnt 106 0
122107 -
122108 -        This is where execution of Enter and left click begins. setcura
122109 -        1 0 gets initial cursor position to evaluate where user's
122110 -        intent for selecting an outline or standard narrative foramt,
122111 -        per planning above. ref SDS 0 GG7G and detailed analysis.
122112 -        ref SDS 0 1H6N  setcnt 104 @1 stores the initial cursor
122113 -        position for use later.  chrcnt 106 0 determines if the user
122114 -        launched the operation by clicking on a character or a blank
122115 -        space that controls using outline or narrative format, per
122116 -        atove. ref SDS 0 JO8G
122118 -     ..
122119 -    -if @1 < 17 -goto esc
122120 -    -if @1 > 68 -goto esc
122121 -    -if @2 > 10 -goto esc
122122 -    -if @2 = 9 -goto esc
122123 -    -if @2 < 8 -goto esc
122124 -
122125 -    -if @1 > 57 -if @2 = 8 -goto esc
122126 -
122127 -        These are the scenarios to eaisly change your mind, per above.
122128 -        ref SDS 0 QT44
122129 -
122130 -    -if @1 > 16 -if @1 < 42 -if @2 = 8 -goto execute
122131 -    -if @1 > 41 -if @2 = 8 -goto exec2t
122132 -
122133 -                              Set a flag to evaluate whether to call an outline or
122134 -                              omit the outline after the string length is
122135 -                              determined.
122136 -
122137 -    -if @1 > 16 -if @2 = 10 setcnt 174 2
122138 -
122139 -    -goto exec3
122140 -
122141 -
122142 -
122144 -  ..
122145 - 00702  Process Files DMS Directory List for Analysis in SDS Record
122146 -
122147 - Line 190, ref OF 1 HN4O, 200, -label dmsof in 00702
122148 -
122149 -    -label dmsof
122150 -    ecur 76
122151 -    setcnt 174 0
122152 -    e dl_out
122154 -         ..
122155 -        The menu in DMS file access list has called 00702 and so the
122156 -        first step is ecur 76 to return to SDS and set the flag for
122157 -        analysing a document without an outline structure.  Then e
122158 -        dl_out returns to DMS to capture the filename.
122159 -
122160 -
122162 -  ..
122163 - Get Command Load File Specification
122164 -
122165 - Line 300, ref OF 1 JL5M, -label good in 00702
122166 -
122167 -    -label good
122168 -    markcur 3
122169 -    e c:\sd\03\00702
122170 -    line............................... && *%bb
122171 -    loc_cur 4 3
122172 -    setcnt 86 180
122173 -    macro 1181
122174 -    ecur 3
122175 -
122176 -        markcur 3 identifies the SDS record.  e c:\sd\03\00702 opens
122177 -        the processor.  Move to the line were the get command is
122178 -        located and enter the file specification captured from the menu
122179 -        template for from the File Access list.  ecur 3 returns to the
122180 -        SDS record.
122181 -
122182 -
122183 -
122185 -  ..
122186 - Position Document to Analyse in SDS Record Automatically
122187 -
122188 - Line 330, ref OF 1 414J, -label good in 00702
122189 -
122190 -    setlen 1 0
122191 -    -if @1 < 10 -goto sobl
122192 -    macro 134
122193 -    up
122194 -    immed r
122195 -    up
122196 -
122197 -        Decided to allow the function to execute on a text line, and
122198 -        will construct blank space, rather than return an error
122199 -        message.  Macro 134 adds a blank line below the current line.
122200 -
122201 -
122202 -    -label sobl
122203 -
122204 -
122205 -
122206 -
1223 -

SUBJECTS
File Access menu, Macro 58, 0608, 06081
Format Outline Document Analyse Use Get Command and Format with Line
Outline Avoid Format Document Analyse Use Get Command and Format with
File Access Menu Choice Get Document and Format with Line Numbers and
DMS Select Document for Analysis in SDS Record from List of Files Cre

1707 -
170801 -  ..
170802 - Select Document to Analyse from Directory Listing F1 F3
170803 - 0608  F1 F3 Select Document to Analyse from File Access List
170804 - F1 F3 Macro File 0608 Expedites Selection of Document to Analyse
170805 -
170806 - We need a way to select a filename from among a list of files, rather
170807 - than type a filename into the menu template because sometimes people
170808 - forget the name of a file.  Seeing names in a list provides prompts
170809 - that refresh memory, and, if that is not sufficient, then opening the
170810 - file for examination further aids memory.
170812 -  ..
170813 - The File Access feature using F1 F3 to call macro 58 and then macro
170814 - file 0608 supports all of these tasks.
170816 -  ..
170817 - We can add new menu choices to analyse a document in an SDS record
170818 - with and without outlining. ref SDS 0 4M5L
170819 -
170820 -
170821 -
170822 -
1709 -

SUBJECTS
Get Document and Format with Line Numbers and Outline Structure

1803 -
180401 -  ..
180402 - 050405  SDS Diary Menu Add Choice to Analyse Document
180403 -
180404 - Follow up ref SDS 6 XB9H.
180405 -
180406 - Line 100, ref OF 2 MC5N, -label diary in 050405
180407 -
180408 -    ins_text "º Document Analyse in SDS                   º"
180409 -    loc_cur 0 80
180410 -    ins_text " @c:\sd\03\00702  "
180411 -    rel_cur 1 -58
180412 -
180413 -        Modified menu description developed on 030823. ref SDS 6 XB9H
180414 -
180415 -
180416 -
180417 -
180418 -
1805 -

SUBJECTS
Get Document and Format with Line Numbers and Outline Structure
Analyse Document Use Get Command and Format with Line Numbers and Out

1904 -
190501 -  ..
190502 - 050411  DMS Menu Add New Functions for Analysing Document in SDS
190503 -
190504 - Line 70, ref OF 3 BJ8F, in 050411
190505 -
190506 -    ins_text /º Document Analyse in SDS      º/
190507 -    loc_cur 0 80
190508 -    ins_text " @C:\SD\03\00702 #3  "
190509 -    rel_cur 1 -40
190510 -    ins_text /º with Outline format          º/
190511 -    loc_cur 0 80
190512 -    ins_text " @C:\SD\03\00702 #3  "
190513 -    rel_cur 1 -40
190514 -
190515 -        This code provides two lines to click for entering a document
190516 -        into an SDS record for analysis with an outline format.
190518 -     ..
190519 -    ins_text /º Document Analyse in SDS      º/
190520 -    loc_cur 0 80
190521 -    ins_text " @C:\SD\03\00702 #4  "
190522 -    rel_cur 1 -40
190523 -    ins_text /º without Outline Format       º/
190524 -    loc_cur 0 80
190525 -    ins_text " @C:\SD\03\00702 #4  "
190526 -    rel_cur 1 -40
190527 -
190528 -        Added this complementary option to do the same thing without
190529 -        an outline format.
190530 -
190531 -
190532 -
190533 -
190534 -
190535 -
190536 -
190537 -
190538 -
190539 -
190540 -
190541 -
1906 -