CONTACTS 
0201 - Knecht, Haley, Lawrence & Smith    415 896 6930 fax 0818
020101 - Mr. Russ Bryson; Systems Administrator; Administration

SUBJECTS
SDS Trial, Training, Schedule, New Tasks, F1
SDS Records, Follow Up
Remembering (linked records)
Notepad, replace, 910425
Too busy to manage effectively
Automated Integration applying SDS/POIMS
Thinking Through Writing, SDS Expedites Reading & Writing
Integrate Schedule and Diary, Makes SDS
Automated Integration, Summary Linked to Details
Traceability to Original Sources
Convert Information into Knowledge

1913 -    ..
1914 - Summary/Objective
1915 -
191501 - Made good progress even though we had only a few hours after getting
191502 - the Sony monitor and mouse configured.
191503 -
191504 - Russ asked for another training meeting next Wednesday.  He created a
191505 - schedule task, using his record for today, as the template.  He will
191506 - call me in the morning to set a specific time.
191507 -
191508 - We entered 3 or 4 tasks from his Organizer program, as tasks in his
191509 - Schedule for next Monday.
191510 -
191511 - Investing Intellectual Capital
191512 -
191513 - Russ noticed how the core concept of POIMS technology, cited at ref
191514 - SDS 8 line 236, is applied when we used information from prior records
191515 - to solve a variety of matters today, e.g. line 170601 below.  He said
191516 - SDS is a "spreadsheet" of knowledge and ideas" that is not available
191517 - in his Organizer program.
191518 -
191519 - Russ asked how long it took to write the memo at ref DIP 2 line 27.
191520 -
191521 -    I explained the memo itself takes about 1 second to produce, once
191522 -    the record is created.  The record may have taken 30 minutes or so
191523 -    to create, off-site.
191524 -
191525 -     ..
191526 -    Stop Worrying
191527 -    Convert Information into Knowledge - Thinking Through Writing
191528 -
191529 -    SDS empowers capturing the record when nothing else is going on,
191530 -    and then returning to strengthen understanding as events unfold.
191531 -
191532 -    This provides a productive use of time, when managers typically
191533 -    just "worry" about what they have forgotten, and worry about mental
191534 -    scenarios of alternatives, then worry they will not be able to
191535 -    remember alternatives in time to act.  SDS makes this thinking time
191536 -    more productive. It is not necessary to fill it out all at once. We
191537 -    take cursory notes on site, and later can add context, assign
191538 -    subjects, create links to prior related events, other documents,
191539 -    and schedule follow up.  These are the ordinary things people think
191540 -    about after any important event.  SDS provides an efficient
191541 -    environment for writing it down to shape, test and preserve our
191542 -    thoughts.
191543 -
191544 -    POIMS technology, that guides SDS design, calls this...
191545 -
191546 -
191547 -                     "thinking through writing."
191548 -
191549 -
191550 -    ....which provides effective proactive buisnss intelligence for
191551 -    solving problems, rather than just worrying. ref OF 7 3742
191552 -
191553 -    This practice creates a constant synergy between...
191554 -
191555 -
191556 -                 planning, performing, reporting
191557 -
191558 -
191559 -    ...daily work, discussed on 931027, ref SDS 8 WK6I, that converts
191560 -    information into knowledge, through the process....
191561 -
191562 -
191563 -                          Plan
191564 -                          Organize
191565 -                          Integrate
191566 -                          Measure
191567 -
191568 -
191569 -    ....explained in POIMS supported by SDS. ref OF 7 0001
191570 -
191571 -    See also discussion on "Knowledge Revolution" in Van Kasper Review,
191572 -    July 1993, on 931008. ref SDS 6 VN3L
191573 -
191574 -
191575 - Russ said Gerry was in the office today.  He tried getting Gerry's
191576 - attention tion to let him know I was here, but could not break into
191577 - the discussion.
191578 -
191579 -
191580 -
191581 -
191582 -
191583 -
1916 -

SUBJECTS
Help
Menus, mouse, keyboard, function keys

2105 - Summary/Objective
2106 -
210601 - We did a little work on menus and context sensitive Help.  Showed how
210602 - help can be opened for an explanation of a menu item, by clicking on
210603 - any of the 3 columns in front of the description within a menu box.
210604 -
210605 - Showed how to click on lines in Help that say:
210606 -
210607 -        Press F1 for more information...etc.
210608 -
210609 -     ...on these lines, User can press <Enter> with cursor on the line
210610 -     or, click on the line, and Help will go to the section that
210611 -     offers additional information on the referenced topic.
210612 -
210613 -
210614 -
210615 - Russ said that so far, he has has found Help is well written.
210616 -
210617 -
210618 -
210619 -
2107 -

SUBJECTS
Sony Monitor, KHLS, Loan for SDS evaluation, 931029
KHLS SDS Trial, Hardware Support, Color Monitor

2305 - Summary/Objective
2306 -
230601 - Installed Sony monitor, including video and power cables, per analysis
230602 - at ref SDS 8 line 212.
230603 -
230604 - Monitor booted up and ran well.
230605 -
230606 -
230607 - SVGA - 800 x 600
230608 -
230609 - Initially, we tried setting up Windows to run in 1024 x 768.  Did
230610 - this from within Windows program.  After we booted the computer, we
230611 - could not get Windows to come up.
230612 -
230613 - Review of Russ' video controller manual, indicated it seemed to
230614 - support 1024 x 768 only for Win 3.0.  Since Russ is running Win 3.1,
230615 - decided to install mode 800 x 600.  We used the Win 3.1 "Setup"
230616 - routine, from DOS in the Windows directory, to make this configura-
230617 - tion.
230618 -
230619 -     This worked, and Russ felt having the "larger" desktop than the
230620 -     640 x 480 VGA mode he had been running with the composite monitor,
230621 -     was a big improvement.
230622 -
230623 - Russ said the color will help his evaluation of SDS, since he found
230624 - out yesterday and earlier today, it was too difficult to distinguish
230625 - SDS screens on his composite monitor.  SDS screens and menus are much
230626 - easier to see in color.
230627 -
230628 -
230629 -
2307 -

SUBJECTS
KHLS SDS Trial, Installation,
Office/Desk/Computer Ergonomics
Ergonomics Impact Productivity
Work space configuration

2707 - Summary/Objective
2708 -
270801 - I suggested that since the Sony is a bigger monitor, Russ might
270802 - consider arranging it in the corner of the "L" of his desk, so there
270803 - is some perspective between him and the monitor.  The current
270804 - configuration places him within inches of the screen, and this is
270805 - generally not good.  With the monitor positioned between each leg of
270806 - his working area, there would be ample room to lay out documents that
270807 - typically have to be considered while working on the computer.  It
270808 - also allows the arms to rest on the table which avoids fatigue during
270809 - extended work sessions.
270810 -
270811 -     Russ will work with his standard configuration, and evaluate the
270812 -     above points as more experience is gained.  He mentioned having
270813 -     tried a variety of different arrangements.
270814 -
270815 -
270816 -
270817 -
2709 -

SUBJECTS
KHLS SDS Trial, Hardware Support, Mouse
Property Management, Software, Win 3.1, Mouse failing, 930408
Mouse for User interface

3006 - Summary/Objective
3007 -
300701 - Got mouse to work in SDS under Win 3.1 in a window.  Used solution at
300702 - ref SDS 2 line 38, for problem of mouse failing in Win 3.1 window,
300703 - reported at ref SDS 8 line 185.
300704 -
300705 - Got mouse driver from CPU #3 in:
300706 -
300707 -                  c: 00 013
300708 -
300709 -   Mouse.sys
300710 -
300711 -   Per instructions at ref OF 1 line 24, we put mouse.sys and mouse.ini
300712 -   in Win 3.1 directory.
300713 -
300714 -   ...and set
300715 -
300716 -      Config.sys
300717 -
300718 -      DEVICEHIGH=H:\00\02\MOUSE.SYS
300719 -
300720 -
300721 -      Autoexec.bat
300722 -
300723 -      SET MOUSE=H:\00\02
300724 -
300725 -          ...where "H:\00\02"   =  location of Windows program
300726 -
300727 -
300728 - The Windows program on Russ' computer is in the directory:
300729 -
300730 -                    c: windows
300731 -
300732 -
300733 - After we got it configured, the mouse seems to work well in SDS under
300734 - Windows.  Russ, likes having the mouse available for SDS in Windows,
300735 - so he can switch to other tasks quickly, which is the main idea of
300736 - multi-tasking, embodied in the POIMS concept.
300737 -
300738 -
300739 -
300740 -
3008 -

SUBJECTS
KHLS SDS Trial, Hardware, Memory Management

3104 - Summary/Objective
3105 -
310501 - 580 K Free
310502 -
310503 - I loaded the mouse high, but still need to do diagnostics to make sure
310504 - they have maximum conventional memory available for SDS.  I noticed
310505 - on a chkdsk they seem to have about 580K free, but would like to get
310506 - this up to 620 or so.  That may not be possible with the overhead of
310507 - their network.
310508 -
310509 -      I noticed "NOEMS" is set in autoexec.bat on the smartdrv.exe
310510 -      spec.  This picks up a few K, but eliminates the ability to use
310511 -      Lotus EMS memory feature.  Since they are using Excell, this may
310512 -      not be a problem.
310513 -
310514 -
310515 -
310516 - OS2 Could Provide 740K Free
310517 -
310518 - I would expect that for $150, they could install os2 2.1 for their
310519 - network system manager, this would give them 750K free, plus provide a
310520 - much better multi-tasking environment.  It would also run their Win
310521 - 3.1 stuff.
310522 -
310523 -     Russ said he is familiar with os2 2.1 and agrees it could be
310524 -     helpful at KHLS.  He was pleased to learn it would provide an
310525 -     additional 150K or more of conventional RAM, relative to their
310526 -     present configuration.
310527 -
310528 -
310529 -
310530 -
3106 -

SUBJECTS
KHLS SDS Trial, Hardware, Modem

3204 - Summary/Objective
3205 -
320501 - Inquired about this for off-site support, ref SDS 8 line 061353.
320502 -
320503 -     Russ does not have a modem, but this matter is under consideration.
320504 -     He recognizes how helpful it would be for me to be able to support
320505 -     KHLS without coming into the office.
320506 -
320507 -     I could loan them an FM 14400 baud modem, to evaluate the advant-
320508 -     ages of working in this way.  I explained that with CloseUp
320509 -     software running at 14400, their computer can be used as a remote
320510 -     work station.  Off-site support is greatly enhanced.
320511 -
320512 -
320513 -
320514 -
3206 -

SUBJECTS
Installation, Other Programs, Windows, Icon, PIF
Installation, Other Programs, Windows, Screen Delay

3405 - Summary/Objective
3406 -
340601 - Installed special SDS icon from CPU #3 in:
340602 -
340603 -                     h: 00 02 sds4.ico
340604 -
340605 -     ...put it on Russ' computer in:
340606 -
340607 -                     c: windows
340608 -
340609 -
340610 -
340611 - There is a slight hang up returning from Wordperfect in Windows. It
340612 - seems to be cleared, simply by clicking the mouse.
340613 -
340614 -    This type of problem was considered at ref SDS 3 line 091310, and
340615 -    at ref SDS 4 line 050801.  Need to check:
340616 -
340617 -         1.  They have C:\winA20.386, in root directory.
340618 -
340619 -         2.  /c is appended to smartdrv.exe spec in autoexec.bat.
340620 -
340621 -
340622 - Since "/c" retards performance of smartdrv, KHLS may elect to forgo
340623 - this solution, and work with the screen delays.  They can use the
340624 - mouse to click out of the delay, which is very easy, or do reports in
340625 - full screen mode, instead of windows.
340626 -
340627 -
340628 -
340629 -
3407 -

SUBJECTS
KHLS SDS Trial, Training, Other Programs, Wordperfect
Installation, Other Programs, Wordperfect
Writing a Letter
Document Log
Deleting Files, F1 Shift F8
Integrate Existing Systems

4009 - Summary/Objective
4010 -
401001 - Set up Wordperfect interface as follows:
401002 -
401003 -     1.  Initially, we found Wordperfect is called with following
401004 -         routine:
401005 -
401006 -               f: batch wp.bat
401007 -
401008 -     2.  Wp.bat calls Wordperfect, as follows:
401009 -
401010 -               c: wp51 wp
401011 -
401012 -     3.  I set up ref OF 10 line 4 and line 9, to use the directory:
401013 -
401014 -               c: wp51
401015 -
401016 -
401017 - Tested by creating a few documents.  When WP is booted, there is a
401018 - log-in query for 3 char.  I entered "rod" and other strings on
401019 - different log-ins, they all seemed to work.
401020 -
401021 -
401022 -      Pending Improvements
401023 -
401024 -      Russ will experiment next week with further refinements of this
401025 -      initial configuration.
401026 -
401027 -
401028 -
401029 - Writing a Letter - F1 F8
401030 -
401031 - Developed interface between Wordperfect and SDS Doc Log and letter
401032 - writing:
401033 -
401034 -     Help Procedures
401035 -
401036 -     Used instructions in Help for "Writing a Letter" to create a doc
401037 -     log spec in an SDS record Ref field, and that when the file is
401038 -     opened, SDS automatically addresses the letter, and posts the
401039 -     date, doc ID, salutation, and close.
401040 -
401041 -          Subject Assignments - F1 Alt F1
401042 -
401043 -          Showed how F1 F8 fills out all of the primary document id
401044 -          fields, except for primary "subject" level, which for KHLS
401045 -          would typically be a case number.
401046 -
401047 -          This field is entered using F1 Alt F1 on the control field
401048 -          line that has the case number in the subject field.
401049 -
401050 -
401051 -     SDS also creates any directories on the disk that may be needed
401052 -     for the subject structure.
401053 -
401054 -
401055 -     Wordperfect
401056 -
401057 -     After the above steps, which take about 10 seconds, User can then
401058 -     use SDS "Print" menu in the letter format file, to remove the pcl
401059 -     and file the document.  Then add the "w" to the end of the docu-
401060 -     ment file ID spec, and open the document in Wordperfect to add any
401061 -     editing enhancements, that may be needed.
401062 -
401063 -     We discussed that for 90% of business letters, all of the writing
401064 -     can be done directly in the SDS letter format file.
401065 -
401066 -
401067 -
401068 - Deleting a Letter - F1 Shift F8
401069 -
401070 - We did this to demonstrate how user can change their mind.  User can
401071 - also open the "Records" menu, and select "Delete Item" to remove a
401072 - letter from the disk and from the SDS record.
401073 -
401074 -
401075 -
401076 - Doc Log & Reports
401077 -
401078 - Ran several reports to show that immediately after specifying a letter
401079 - to be written, it begins showing up in the Doc Log report, and that in
401080 - the report screen, the User can open the letter, the SDS record where
401081 - it was created, and any response letter.
401082 -
401083 -
401084 -    Program Improvement
401085 -
401086 -    Think I will let writing a letter macro, save the SDS record when
401087 -    the doc is opened.  Same for deleting a file.  Both of these
401088 -    should save the SDS record to insure a correlation between what is
401089 -    in the record and what is on the disk.
401090 -
401091 -
401092 -
401093 -
4011 -

SUBJECTS
KHLS SDS Trial, Installation, Letterhead for Correspondence
KHLS SDS Trial, Installation, Contacts

4205 - Summary/Objective
4206 -
420601 - We set up a contact record for KHLS, including a return address for
420602 - SDS memos and correspondence, applied in the Doc Log system.
420603 -
420604 -     When we did the sample letters, this showed how the Contacts data
420605 -     base is applied.
420606 -
420607 - Did not have time for Russ to download his contacts in Organizer to an
420608 - ascii file, per our discussion at ref SDS 8 line 061207.  He will do
420609 - this on Monday.
420610 -
420611 -
420612 -
420613 -
4207 -

SUBJECTS
KHLS SDS Trial, Training, General
SDS Records, Format, General
Segmenting Control Fields

4506 - Summary/Objective
4507 -
450701 - Reviewed program diagrams, ref OF 6 - 5, which were not considered in
450702 - detail at first meeting, ref SDS 5 line 061279.
450703 -
450704 -    I drew out a sample of an SDS record to better explain the line
450705 -    number structure and how record segments work, as used in this
450706 -    record.
450707 -
450708 -    Russ has the idea that SDS records are just huge sheets of paper,
450709 -    divided up like a form with flexible fields.
450710 -
450711 -    Explained how control fields, segment the narrative according to
450712 -    subject, and that multiple subjects can be assigned to any
450713 -    segment, so stuff can looked up under a variety of headings.
450714 -
450715 -
450716 - Will mail this record to illustrate the record "segments."
450717 -
450718 -
450719 -
450720 -
4508 -

SUBJECTS
KHLS SDS Trial, Training, Editing

4604 - Summary/Objective
4605 -
460501 - Reviewed from first meeting, ref SDS 8 line 061213.
460502 -
460503 -     Did not have time for Russ to do much hands on stuff today.  Will
460504 -     get into it next visit.
460505 -
460506 -
460507 -
460508 -
4606 -

SUBJECTS
KHLS SDS Trial, Training, SDS Records, Line Numbers
Linking & Citations

4805 - Summary/Objective
4806 -
480601 - Reviewed from first meeting, ref SDS 8 line 061275.
480602 -
480603 -    Demonstrated how links are created using the "Records" menu to
480604 -    "Mark" a target record, then enter the link from the source
480605 -    record.
480606 -
480607 -
480608 -    Showed how linked records use the line numbers to create embedded
480609 -    citations, by:
480610 -
480611 -
480612 -         Procedure
480613 -
480614 -         1.  Place cursor at word in text where citation is needed.
480615 -
480616 -         2.  Use Ctrl F1, or click on Top File position (screen line 2
480617 -             column 79 - 80), to jump to top of SDS record where
480618 -             referenced SDS records are located.
480619 -
480620 -         3.  Open source record with <Enter> or double click from list
480621 -             of references under "SDS records."
480622 -
480623 -         4.  Move down to the line to be cited, and double click
480624 -             within the line number columns (1 - 6).
480625 -
480626 -         What Happens
480627 -
480628 -         The source record is instantly closed, and the link is
480629 -         created at the end of the word designated in step 1.
480630 -
480631 -
480632 -
480633 -    Russ feels this will be very useful, based observing me find the
480634 -    information on fixing the mouse problem from information created in
480635 -    July of 1992, per ref SDS 2 line 081005.
480636 -
480637 -
480638 -
480639 -
480640 -
4807 -

SUBJECTS
KHLS SDS Trial, Training, Subjects

4904 - Summary/Objective
4905 -
490501 - Did a little work on showing the subjects for setting up a new SDS
490502 - account, and that these can be copied from other similar projects or
490503 - cases.
490504 -
490505 -     I need to create these standard subjects for Russ.  Actually need
490506 -     to provide these standard for all new users.
490507 -
490508 -
490509 -
4906 -