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-
- select one of the following help options:
-
- 1) introduction
- 2) phonetic search
- 3) leading letters search
-
- name search:
- 4) splitting a name into three fields
- 5) rules used by the program for matching names
- 6) Spanish surnames
- 7) examples
-
- 8) country search
- 9) extracting one source
- 10) printout and file dump
- 11) reconfigure the program
- 12) ordering updates or annotations/photocopies of source material
-
- 1. INTRODUCTION
-
- This database is a cumulative name index that cites sources where the
- name is mentioned. It includes names of both individuals and groups. If the
- source mentioned that the name was located in or associated with a foreign
- country for a period of years, this information was included. The United
- States is not included in the country list because this would have made
- data entry unmanageable.
-
- Because of the country information that was required, sources in
- that were already indexed, such as most books, were read and re-indexed.
- Many of the sources have never been indexed before anywhere. Some were
- already indexed, but important names were skipped for some reason. And many
- books were thoroughly indexed, but for the purposes of this database it was
- too thorough and wasted too much space. Generally speaking, a judgment was
- made to skip casual references to celebrities unless the information was
- new or substantive, and preference given to more obscure names that would
- be impossible to locate with conventional reference materials.
-
- 2. PHONETIC SEARCH
-
- Often you hear a name but have no idea how it should be spelled. Other
- times you see names that have been transcribed from other languages, and
- several variations of the spelling are common. The phonetic search allows
- you to get a list of entries that might be phonetically close to name you
- want. You won't see the citations, just the name itself. But now you can use
- the name search to get the citations.
-
- The phonetic search asks for the probable spelling and then searches
- all files that contain names which start with the first letter. It analyzes
- every name in those files according to how the letters representing various
- hard consonant sounds are grouped in those names. If the first three groups
- in any of those names match the first three groups in the probable
- spelling, then the name is produced.
-
- For example, if you didn't realize that no apostrophes are used in
- this database, then the phonetic search is one way you could discover this,
- since an apostrophe in the probable spelling has no sound equivalent and
- would therefore be ignored. Usually the leading letters search is preferable
- to the phonetic search, because it is several times faster. But you must know
- the first three letters of the name before you can use it.
-
- 3. LEADING LETTERS SEARCH
-
- Besides the phonetic search, another way of producing a list of search
- candidates is with the leading letters search. As long as you are certain
- about the first three letters of the name, you can use this option. If you
- are certain about more letters, you can narrow your choices further.
- Finally, if you know one or more leading letters of the next name field,
- you can get even more specific.
-
- Be specific with names that are quite common, such as SMITH, but if a
- name is uncommon then you might lose the information you want by being too
- specific. The point is to produce a useful amount of information in the
- shortest time. Your technique should not produce too many or too few names,
- relative to what is available.
-
- There is so much variation with proper names that it is difficult to
- be consistent in entry format. Last names with spaces are particularly
- tricky, because they are frequently not used consistently from citation to
- citation. It takes a certain amount of proficiency before you can be certain
- that the name you want is not listed. You could stack more than one name
- search at a time to accommodate variations, but the phonetic and leading
- letter searches are probably faster for locating candidates.
-
- 4. SPLITTING A NAME INTO THREE FIELDS
-
- Perhaps you noticed from the leading letters search that the spacing
- between the different portions of a name provides a clue as to how that
- name is split between the three fields. These fields are called most
- significant, next, and least. The reason for the computer jargon is to
- avoid the confusion of "last" and "first" name, which works fine with
- individuals but not with groups.
-
- The most significant is the individual's last name. Sometimes it is a
- double last name, with both names separated by a space in this field. For
- group names, it is the first name of a group. Even here we ocassionally
- have a double name, but only when it would seem illogical to split it, as
- with groups that have UNITED STATES for the first name.
-
- The next significant is the individual's first name or initial. In
- most cases, WILLIAM is used rather than BILL, JOHN rather than JACK, DONALD
- rather than DON. Frequently you have to account for such variations in your
- search technique. For groups, the next name is the second word of the name.
-
- The least significant for individuals is the middle name or initial,
- and for groups it is everything that didn't fit in the other two fields.
-
- 5. RULES USED BY THE PROGRAM FOR MATCHING NAMES
-
- The only way to use the name search effectively is to know the rules
- the program uses for determining whether a name in the database matches a
- name requested by the user. The program examines each field in turn and
- makes a yes/no decision. As soon as it comes up with a no, it decides that
- the names don't match. If it decides yes for all three fields, then the
- name and citations are displayed. The rules are the same for both groups
- and individuals:
-
- Most significant field: This field must match exactly for the two
- names, and that includes spaces and punctuation. It does not include upper
- and lower case matching. The only exception to this rule is described in
- the next section on the help menu.
-
- Next significant field: There are three ways to match, and any of the
- three are sufficient. The first is an exact match. The second is if a
- solitary letter in one field matches the first letter of the other field.
- The third is if either or both fields are blank.
-
- Least significant field: The same rules apply here as in the next
- significant field described in the preceding paragraph.
-
- 6. SPANISH SURNAMES
-
- Double last names present a special complication because of the fact
- that the most significant field requires an exact match. In many cases, if
- the Spanish name you want is in the database, it will be entered with the
- mother's name after the father's. There is no way you can get an exact
- match for this field until you determine how it was entered. One way is to
- use the leading letters search with the father's name only, and get a list
- of possible candidates for the name search.
-
- Another way is to skip the leading letters search and force a leading
- letters mode in the name search. In other words, you are forcing an
- exception to the matching rule on this field only. The way this is done is
- to follow the name with a question mark. For example, if you are looking
- for HUMBERTO GOMEZ, you would search for it by using GOMEZ? as the most
- significant name, since you recognize this as a Spanish surname and want to
- include the possibility that the mother's name follows GOMEZ in that field.
-
- Do not use a space in front of the question mark, as this would
- produce GOMEZ only if a space follows Z in the database. At least three
- letters must always precede the question mark.
-
- 7. EXAMPLES
-
- Assume that the name as entered in the database is as follows:
- most significant name: GOMEZ PENA next: HUMBERTO least: [blank]
-
- Now assume that these are some of the ways you attempted to search for
- this name. A yes means you got a match, and a no means that because of some
- rule for matching, the name was a mismatch and did not display. If nothing
- is entered, it means the field was left blank.
-
- 1) most significant name: GOMEZ next: HUMBERTO least: LUIS no
- 2) most significant name: GOMEZ P? next: least: LOU yes
- 3) most significant name: GOMEZ PENA next: H? least: no
- 4) most significant name: GOMEZ? next: HUMBERTO least: LUIS yes
- 5) most significant name: GOM? next: LUIS least: wrong person
- 6) most significant name: GOMEZ PENA next: H least: yes
- 7) most significant name: GOMEZ PENA next: H. least: no
- 8) most significant name: GOMEZ PENA? next: H least: L yes
- 9) most significant name: start search
- (If you make a mistake in a stack of names, enter -1 to back up one entry.)
-
- 8. COUNTRY SEARCH
-
- If the program does not recognize the country you enter, you will be
- shown a list of valid countries. For some countries more than one name is
- valid. For example, by asking for RHODESIA you get all entries for a combined
- Rhodesia / Zimbabwe, but all will be identified as ZIMBABWE, the latest name.
-
- By entering the country and time frame, you get a dump of all entries
- that were associated with that country at a time that overlaps the time you
- requested. In some cases, you may get information that does not turn out to
- be relevant. This is because the database shows a particular country for a
- particular entry only once, and as new sources are added it simply expands
- the time frame to account for the extremes at either end. So if a person was
- in a country at one time, and then again ten years later, it will be treated
- as one long duration. This is a problem for only a very small number of
- country entries.
-
- You can see a chart and graph of the entry-year distribution for the
- first country in your stack at the end of the search. If you want ONLY the
- chart and graph, enter 00 for the beginning year and 00 for the ending
- year. Nothing will display except the chart information at the end.
-
- 9. EXTRACTING ONE SOURCE
-
- Sometimes a citation will be compelling, but you need more information
- before you bother with tracking it down. By using this option you may
- extract all other entries from the same citation. Simply enter sufficient
- letters to lock onto the source, and then if it is a periodical with a
- date, you may want to add the date to exclude entries from the same source
- but different dates. The entry format for the date must be an exact match
- for the format used for that particular periodical. Some periodicals use a
- number sign in front of an issue number, followed by a slash and the year.
- In this case, you would also have to use a number sign and issue number.
- All dates in the database are in the form of MM/DD/YY or MM/YY without
- leading zeros. Quarterlies use SP, SU, F, or W, with a slash and the year.
-
- Occasionally you may want to cross one source with another. Instead
- of Y when asked if this is the correct source, enter 2 and you will be able
- to add a second source. With two sources locked in, only names with both
- sources in their citations will be produced. How many members of the Council
- on Foreign Relations are also on the Forbes 400 richest Americans list, and
- who are they? This is the way to find out.
-
- 10. PRINTOUT AND FILE DUMP
-
- You may add P and/or F to three of the main menu selections to get a
- printout and/or file dump. The printer must be set up externally, because
- the program will not format the printed output. If you want the printer to
- skip over the perforation, for example, this would have to be set up before
- loading this program. The chart at the end of a country search will print,
- but not the graph.
-
- Another way to get a formatted printout would be to use the file dump
- and then print out the new file from your word processor. This simply means
- that you make up a file name, observing the rules of MS-DOS for file names.
- Hard disk users may also use path names in front of the file name.
- Everything that hits will then go to that file in addition to displaying on
- the screen. If the file did not exist, it will be created; if it already
- existed then the new information will be added at the end. If you are using
- a dual floppy system, the file will go to the default drive -- a B: drive
- filename is not permitted because you are switching the B: floppy as
- prompted by the program. Be aware of space limitations on your default
- floppy; some country searches will produce large amounts of material.
-
- 11. RECONFIGURE THE PROGRAM
-
- In the upper right corner of the main menu next to the version number,
- you will see XT/AT, PC5, or PC2. These mean, respectively, the hard disk
- configuration, the configuration that prompts for five data disks in B:
- drive, and the configuration that prompts for two data disks in B: drive.
- The five-disk configuration is for 5.25-inch disks, and the two-disk is for
- 3.5-inch, which hold twice as much data. On some machines, such as some
- laptops, the designation for the prompting drive may have to be changed
- from B: to another letter. If configured for XT/AT, all files must be
- available on the default drive, otherwise you will crash the program with
- a "File not found" error.
-
- You may also configure for reverse video (some people find it easier
- on the eyes) or even choose a cover name for the program (some people want
- a more respectable name before they copy the disks for a friend). Another
- reason for changing the name is that you can load a one-name search from
- the DOS command line by passing it as a parameter. If you choose a short
- name like "S" then you can run a search for JOHN Q PUBLIC from the DOS prompt
- as follows: S PUBLIC J or S PUB? JOHN or S PUBLIC J Q Once you
- change any configuration, it will stay that way until you change it again.
-
- 12. ORDERING UPDATES OR ANNOTATIONS/PHOTOCOPIES
-
- Updates are available for $19.00 if you are a registered user.
- Registration is automatic if your purchase was at the $39.00 price, or
- you may register for $10.00 if you got your copy from a friend or from
- a "Shareware" outfit. Update notices are available from Micro Associates
- with a list of recent sources. An update includes all data, which is always
- cumulative, the latest version of the program, the latest update notice,
- and necessary how-to documentation. It is the same as an original purchase
- except for the price.
-
- All sources cited are filed at Micro Associates, and a photocopy
- service is available. The cost is $12.00 per hour plus ten cents a page,
- postpaid. The time required is for pulling and refiling, and feeding odd
- sizes to the machine; the copier is on-premises. There is no minimum and
- fractions of an hour are prorated. Copies are sent first class, usually the
- next day. For faster service, annotations are also available at $12.00 per
- hour. These may be sent by overnight mail or Telex as requested, with the
- cost added to the total. Invoicing at 30 days net is available, but no
- credit cards are accepted. Contact Daniel Brandt, Micro Associates, P.O.
- Box 5369, Arlington VA 22205, Phone 703-241-5437, Telex 650-304-8285 MCI.
-