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Upgrading Shouldn't Be A Degrading Experience

Upgrades, Part I: Software | Make Your Pick and Buy It
Out With The Old, In With The New | Know Thyself
Go Fish | Think "WHAT" and then "HOW"
Oops! Wrong Upgrade | Don't Sweat the Joneses | Moderation Is A Virtue

Welcome to article #2 of the Mac Perspective. Before we get into the topic for this issue, I'd like to thank Clay Ramsey for giving me a call to confirm that somebody read my first column and was inclined to respond. It reminded me that I forgot to mention I would be delighted to hear from you, too. Good or bad, I'd love to know your reaction to this column. Did it help or hinder you? Was it a waste of your time? Was it wonderful? And, of course, send in your questions! How can I prove my expertise without a challenge? Now, on with the show...

Upgrades, Part I: Software

Upgrading: a rather broad term which can apply to software or hardware. It is familiar to anyone who has just concluded months of research for the proper computer. Then they find the system and software they ultimately have purchased has immediately started down the road to obsolescence because a new, more powerful, and (gulp!) CHEAPER model or version was just released. I must admit, where hardware is concerned, this could not be better exemplified by any other computer than the Mac these days. Turns out, I have as much to say about software as hardware, so this issue is dedicated to software only. TOP END

Make Your Pick and Buy It

"Software," "Applications," "Programs"--it's all the same. For first-time users in this realm, at least there is some sense of protection from the "to be, or not to be" aspect of the upgrade dilemma because most makers provide free upgrades to buyers within a certain time after their purchase: usually three to four months. So, setting aside how you go about choosing which application to get, you don't have to worry about having to fork over more dough (for a couple of months, anyway) if a new version is released.

In fact, in these cases, the decision to upgrade is made for you. The only things to consider are the minor inconvenience of forgetting the little bit you have already become accustomed to in order to learn newer features and commands. It may SEEM like a pain, but it is relatively small compared to users who have invested years in learning the intricacies of their programs.

Impending new upgrades should not make you procrastinate your initial purchase. Don't worry about the rumor of the hint of the allusion of the proposed proclamation that an announcement is soon to be made about the release date of the notice for the next level. No matter what you do, you'll end up spending more very soon one way or another. TOP END

Out With The Old, In With The New

Upgrading is also a peril familiar to the long-time system user like me. I think the "knee-jerk" reaction to the question, "Should I upgrade" is generally, "Why, of course! How am I gonna keep up with the rest of the rabbits in this race unless I have the latest, fastest, bestest of everything?" But there are a lot of things to consider.

For these advanced users, software upgrade announcements might garner a response something to the effect of, "Oh, God! Not again! I just got used to the last version." You immediately begin to wonder which of your favorite features has been mutilated or done away with completely. And I can certainly recall many old-to-new conversion nightmares. For instance, PageMaker, at one point fairly early in the game, changed its leading from a static method (adding 2 points to the font size, i.e. leading for 10 pt. type was 12 pts. and 100 pt. type was 102 pts.) to a proportional method (multiplying the font size by a pre-set amount, i.e. a multiplier of 120% meant 12 pt. leading for 10 pt. type and 120 pt. leading for 100 pt.). The feature was an improvement visually. The result, however, was a disastrous truncation of the last few lines of text in every article in a converted file. Yipes! TOP END

Know Thyself

Some people might have a reaction more like, "It's about time! This old version could use a face lift." But, depending on what you do with your computer, you may or may not need to change. In my case, since I have a typesetting business, I generally like to have the latest and most powerful versions of software because solving my customers needs demands more and more capability. But, let's say your main computer use is a system of established spreadsheets that were derived from a proven manual method that has not changed in years. Why upgrade to Excel version 21.1.a? How often do you make new and different spreadsheets? Are you satisfied with the results of your current version? These are more important questions. Not everybody needs 3D, day-glo, revolving pie charts and hyper-advanced, scientific, statistical annotation functions. TOP END

Go Fish

Another problem with software upgrades is changes in the key commands and menu layouts. Fortunately, this is one area where the format on Macs is especially useful. Because you have the choice on the Mac of using command keys OR pull down menus--and the nifty balloon help on System 7 (if the software company has made effective use of it)--learning new things is much easier. I actually rate the quality of software by how quickly I can adjust to its structure and how far I can get in running it without opening the manual. I am confident, based on my experience of a general across-the-board consistency with other applications, that I can familiarize myself with any new version (or new program, for that matter) in an afternoon. You just keep poking and prodding and experimenting until you find the new stuff, learn where they put the old stuff, and figure out what each command does.

The key here is to allow yourself the time to play and remember to think conceptually. I know everybody has a job to do. But don't forget about taking 15 minutes at some designated point in your day to explore without concern for a specific result other than learning the new version. (It's called time management--look into it.) This will make you more proficient in a multitude of tasks for months to come. That is, at least until the NEXT upgrade comes out and you start again! TOP END

Think "WHAT" and then "HOW"

Thinking conceptually means to look at your task from the standpoint of WHAT you want to do. Assume that there is a HOW and look for it. Try something, analyze the result, adjust and try, try again. Every word processor should be able to handle basic tasks such as headers and footnotes, cut and paste, multiple ruler formats, spell checking, automatic pagination, etc. The way in which each performs these tasks varies.

My best advice is to learn to enjoy the exploration process. It is a reality. Get used to it. Learn to love it. No matter how good a program is, if the company is going to stay in business it is going to improve its product. TOP END

Oops! Wrong Upgrade

Occasionally, a software company screws up and makes a new version which is inferior to the old version. This happens only if the specific function you consider vital to your job is changed too drastically. If that's the case, go back to the old version (presuming, of course, that you followed the instructions and made back-ups of your files and software in order to revert). It's better to be out a little money but still productive than it is to be crippled forever simply because you want to honor your investment or are too proud to admit a mistake.

This applies in interesting cases. For instance, I'm still running system 6 on my Mac Plus and SE. With the both maxed out at 4 Mbs each, I still don't have the RAM to spare to the memory-hungry System 7. Further, I don't need 7's font handling since I use Suitcase; I have no need for AppleShare (Public Folder works when I need to swap files); and Balloon Help is targeted at novices. Also, many software versions are not compatible on System 7 which would mean required upgrades to programs that run just fine on System 6. TOP END

Don't Sweat the Joneses

All this stuff reminds me of what my grandparents referred to as the "do without" philosophy they learned in the Depression. Basing your desire on your needs is the ultimate test. Are you really crippled with your existing set-up or perhaps just a little bored? Is your desire to get the latest version triggered by some societal "keep up with the Joneses" impulse? Or do you feel the new features which you have thoroughly investigated will enable you to truly be more efficient and productive?

I have never encountered the case where adopting a "wait and see" attitude did not work in the computer industry. Listen to what others are saying. Read the computer trade publications. Let somebody else dive in and discover the triumphs and pitfalls. Then act from an informed position. TOP END

Moderation Is A Virtue

You shouldn't allow yourself to get too far behind in the upgrade game, though. Sometimes the latest version of software will convert the previous version's files but not files from the version before that. (Some upgrades are more forgiving. Microsoft Word Version 4 can open Version 5 files. Now, there's a neat trick!) And usually upgrades are bearable when taken in small steps. Better to pay $75-$150 from one version to the next than to skip now and end up paying much more in one lump sum to convert over several upgrade levels.

Like I said, there's a lot to consider. But if you stay alert to your specific needs, remember to have fun in the learning process, remain flexible (including allowing yourself to go back a step), and turn off the "gotta have it now" impulses you can avoid the experience of software upgrades leaving you feeling degraded. TOP

Bill Bricker specializes in information architecture and computer illustration. He designed the logo for Todd Rundgren's Utopia reunion tour.

#1 Why A Mac?#2 Upgrading#3 Comp 101#4 Hardware Wars#5 Revolution#6 The New Beatles#7 DTP Myths#8 Newlestters#9 Success!
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