Using Merge/Purge Plus with Dispatcher4 · Using Merge/Purge Plus with Dispatcher4 iii E NHANCEMENT...

Using Merge/Purge Plus with Dispatcher4

Software Release 6.5.0

November 2006

For MVS, VSE, Linux, Unix, Open VMS, and Windows

© 2006 Group 1 Software, Inc.

All rights reserved. Group 1 Software is a registered trademark of Group 1 Software, Inc. Group 1, the Group 1 logo, The Marketing Software Company and Merge/Purge Plus are trademarks of Group 1 Software, Inc. Pitney Bowes and "Engineering the flow of communication" are trademarks of Pitney Bowes, Inc. All other marks are trademarks or registered trademarks of the respective owners.

Group 1 Software, Inc. holds a nonexclusive license to publish and sell ZIP+4® databases on optical and magnetic media.

GROUP 1 SOFTWARE, INC DOCUMENTATION DEPARTMENT STE 600 4200 PARLIAMENT PL LANHAM MD 20706-1844

CASS, CASS Certified, DPV™, eLOT, FASTforward, NCOALink™, LACSLink, Postal Service, Post Office, POSTNET, RDI™, United States Post Office, USPS®, United States Postal Service, ZIP Code™, and ZIP+4 are registered trademarks of United States Postal Service (USPS®). This list is not exhaustive of the trademarks belonging to the Postal Service.

Group 1 Software is a non-exclusive licensee of USPS® for NCOALink™ processing.

Prices for Group 1's products, options and services are not established, controlled or approved by USPS® or United States Government. When utilizing RDI™ data to determine parcel-shipping costs, the business decision on which parcel delivery company to use is not made by the USPS® or United States Government.

A Reflection of Our Commitment to You... The Group 1 Software Mission Statement“The first and foremost objective of Group 1 Software is the total, unreserved satisfaction of each Group 1 Client — satisfaction with Group 1 products and product support, with Group 1 people and with all other facets of the Client relationship. Every other Corporate objective is subordinate to and is addressed by this one.”

DMPP650OPGUI

E N H A N C E M E N T S U M M A R Y

Product: Merge/Purge Plus 6.5.0

The major enhancements included in this release are summarized below.

The product is now compiled using ACUCOBOL-GT instead of Micro Focus. This change is reflected in Chapter 15 of the Merge/Purge Plus User’s Guide, which discusses the use of Merge/Purge Plus in different processing environments.

An option has been added allowing you to count multi-buyer records whose priority falls below the purge file code in a duplicate group and write said records to the multi-buyer file. This involves a change to one of the Dispatcher4 screens—the Duplicate/Match Analysis Reports Options dialog box—shown on pages 5-16 and A-36 of Using Merge/Purge Plus with Dispatcher4. The DUPREC parameter record for MPP30 (see page 7-33 of the Merge/Purge Plus User’s Guide) has also been updated to include this option.

The DUPCTL parameter record for MPP50 now features an option in positions 16-18 to specify a location to store the Multi-Buyer Level code. See pages 11-2 through 11-3 of the Merge/Purge Plus User’s Guide for more information.

Minor edits and corrections have been made throughout the guides.

For a complete list of enhancements and fixes in this release, please refer to the release letter that accompanied your software and documentation. You can also download a copy of the release letter from the secure area of the Group 1 website (www.g1.com).

Using Merge/Purge Plus with Dispatcher4 iii

http://www.g1.com

iv Release 6.5.0/November 2006

T A B L E O F C O N T E N T S

ENHANCEMENT SUMMARYProduct: Merge/Purge Plus 6.5.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

BEFORE YOU BEGIN

Important Information

The Merge/Purge Plus Graphical User Interface (GUI) . . . . . . . . . . . . . . . . . . . . xPurpose of This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xFinding the Information You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiConventions Used in This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiRelated Group 1 Software, Inc. Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiiIf You Need More Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv

The Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiveService . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xivEducation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

To Obtain Additional User's Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvYour Comments Are Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi

CHAPTER 1. SETTING UP YOUR MERGE/PURGE PLUS JOB

1. Pick the Merge/Purge Plus Step in Dispatcher4 . . . . . . . . . . . . . . . . . . . . . . . . 1-22. Set Up Your Input File in Dispatcher4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-33. Set Up Your Output File in Dispatcher4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-84. Set Up Additional Files in Dispatcher4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

CHAPTER 2. SELECTING THE COMPARISON SETTINGS FOR YOUR MERGE/PURGE PLUS JOB

The Merge/Purge Plus Primary Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Defining Comparison Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Define ZIP/Postal Code Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Surname Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Individual Name Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8House Number Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Street Name Comparisons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10Post Office Box Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12Rural Route Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13Apartment Number Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14General Address Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15Household Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16Overall Comparisons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17Resident Comparisons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18

Resetting Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19Multiple Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19Single Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20

CHAPTER 3. SELECTING DATA SETTINGS FOR YOUR MERGE/PURGE PLUS JOB

Introduction to the Data Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Using Merge/Purge Plus with Dispatcher4 v

Table of Contents

Input File Treatment Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Input Address Format Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Input ZIP Code/Postal Code Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Input Name Treatment Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Input Gender Code Treatment Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Defining the Input Record Sequence Dialog Box . . . . . . . . . . . . . . . . . . . . . 3-8

Defining Memory Load Requirements Dialog Box . . . . . . . . . . . . . . . . . . . . . . . 3-9Defining the Format and Location of Input File Codes . . . . . . . . . . . . . . . . . . . 3-11

Define File Codes Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11Treatment of Unknown File Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13Change File Codes Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14

Defining Broker Names and File Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15Broker Names and Codes Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15Assign File Codes to Brokers Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17

Defining the Layout and Format of Output Records . . . . . . . . . . . . . . . . . . . . . 3-18Define Output Record Layout Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 3-18

Posting Data to Survivor Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21Adding Sequence Numbers to Output Records . . . . . . . . . . . . . . . . . . . . . . . . . 3-25

Add Sequence Numbers to Output Records Dialog Box . . . . . . . . . . . . . . . 3-25Sequence Error Treatment Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26

CHAPTER 4. SELECTING OPTIONAL SETTINGS FOR YOUR MERGE/PURGE PLUS JOB

Introduction to the Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Limiting Input Records to Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Limit Processing by Skipping Input Records . . . . . . . . . . . . . . . . . . . . . . . . . 4-3Limit Processing by ZIP/Postal Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4Limit Processing to a “Sampling” of the Input File . . . . . . . . . . . . . . . . . . . . 4-5

Limit Multi-Buyer Comparisons to Portion of File Code . . . . . . . . . . . . . . . . . . . 4-5Defining Uniqueness Criteria. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6Determining the Survivor Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7Defining Algorithms for Determining Survivors. . . . . . . . . . . . . . . . . . . . . . . . . . 4-9Modify Priority Based on Record Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10Defining Rules for Dropping Records from Clean Files . . . . . . . . . . . . . . . . . . 4-12Defining the Processing Exit Routine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14General Output Exit Routine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16Change Parser Names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17Job Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18

CHAPTER 5. SELECTING REPORT OPTIONS FOR YOUR MERGE/PURGE PLUS JOB

Introduction to the Reports Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Selecting Basic Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Defining Report Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Limiting Records Processed for Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4Selecting and Rejecting Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5

Defining Constant Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Defining Required Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8

Defining Options for Required Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9

Extract File Data Print Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10

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Report Format Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12

Duplicate Elimination Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12File Code Formatting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13

File Code/State Counts Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14Defining File Code/State Counts Options . . . . . . . . . . . . . . . . . . . . . . . . . 5-14Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Match/Duplicate Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15Selecting Match/Duplicate Analysis Reports . . . . . . . . . . . . . . . . . . . . . . . . 5-15Report Formatting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17

Duplicate File Data Print. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18Defining Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18Report Format Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19Defining Exit Routines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21

Unmatched Duplicates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22Defining Printing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23

CHAPTER A. PARAMETER AND DIALOG BOX CROSS-REFERENCE

Parameters by Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3Data Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19Reports Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-29

Dialog Boxes by Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-40

CHAPTER B. MERGE/PURGE FIELD LABELS

Input File Field Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2Output File Definition Field Labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-3

INDEX

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Table of Contents

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B E F O R E Y O U B E G I N


This chapter discusses the purpose and use of this guide, how its conventions are presented, and how to obtain assistance from Group 1 Software, Inc.

The Merge/Purge Plus Graphical User Interface (GUI) . . . . . xivPurpose of This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xivFinding the Information You Need . . . . . . . . . . . . . . . . . . . . . . . xvConventions Used in This Guide . . . . . . . . . . . . . . . . . . . . . . . . xviRelated Group 1 Software, Inc. Books . . . . . . . . . . . . . . . . . . . . xviiIf You Need More Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii

The Website. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviiieService . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviiiEducation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix

To Obtain Additional User's Guides . . . . . . . . . . . . . . . . . . . . . xixYour Comments Are Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . xx


The Merge/Purge Plus Graphical User Interface (GUI)

With the help of the Merge/Purge Plus GUI and Dispatcher4, you can set up and run your Merge/Purge Plus jobs using point and click operations. Parameters and other options are configured behind the scenes based on the input you provide to the GUI. This user’s guide includes a reference between the GUI and the parameters it influences, giving you the flexibility to combine parameter-based and GUI-based configuration.

Setting up a job starts in Dispatcher4, which functions as a wrapper to all product-specific Group 1 GUIs. You begin by defining the record type of your input file, the record length, and the specific fields in your input file. You then select which output files or reports you want Merge/Purge Plus to generate.

With all file-related selections complete, work continues in the Merge/Purge Plus GUI. A series of dialog boxes lets you select how you want to run your job. For example, you may select how to treat various types of records, how to match addresses, and what to do with unmatched addresses.

Once you have configured Merge/Purge Plus using the GUI, you return to the Dispatcher4 environment. At this point you may either run your Merge/Purge Plus job, or select other Group 1 applications to run before or after Merge/Purge Plus.

When you initiate processing, a dialog box indicates the progress and status of your job.

Purpose of This Guide

This user’s guide serves three main goals:

Providing an introduction to the Merge/Purge Plus GUI.

Taking you step by step through a sample job.

Offering a cross-reference between the GUI and the parameters each dialog box configures.

Before you use this guide, you should:

Read the Merge/Purge Plus User’s Guide to familiarize yourself with the functions of Merge/Purge Plus if you are a new user.

Read the Dispatcher4 User’s Guide.

Familiarize yourself with the Dispatcher4 environment.

Because this guide focuses only on the Merge/Purge Plus GUI, refer to the Merge/Purge Plus Users’s Guide or the Dispatcher4 User’s Guide if you need more information about some of the options available.

x Release 6.5.0/November 2006

Finding the Information You Need

Finding the Information You Need

The following table summarizes the chapters in this guide.

Table 1: Using Merge/Purge Plus with Dispatcher4 Overview

Chapter Description

Chapter 1. Setting Up Your Merge/Purge Plus Job

Covers all the steps required to set up a Merge/Purge Plus job using Dispatcher 4.

Chapter 2. Selecting the Comparison Settings for Your Merge/Purge Plus Job

Explains how to select the comparison settings for your job.

Chapter 3. Selecting Data Settings for Your Merge/Purge Plus Job

Explains all options available under the Data menu.

Chapter 4. Selecting Optional Settings for Your Merge/Purge Plus Job

Explains all options available under the Options menu.

Chapter 5. Selecting Report Options for Your Merge/Purge Plus Job

Explains all options available under the Reports menu.

Appendix A. Parameter and Dialog Box Cross-Reference

Describes which parameters are configured through the dialog boxes.

Appendix B. Merge/Purge Field Labels

Describes the field labels used in Merge/Purge Plus.

Using Merge/Purge Plus with Dispatcher4 xi


Conventions Used in This Guide

This guide uses the following typefaces and symbols for presentation purposes:

Bold Indicates a button, check box, field, folder, keyboard key, list box, path, radio button, text box, toolbar, or user input.

Italic Indicates a book name, dialog box, menu, or window.

Script Indicates system information, such as scripts or screen data.

“Quoted” Indicates one of the following (1) text that appears on a screen, window, text, or dialog box, such as a message or list box option or (2) text that you are to type (you do not type the quotation marks).

NOTE: Indicates important information or warnings.

1 Indicates numbered steps in a process.

.. Indicates spaces (blanks) in parameter record images or example data.

This column is used for references to other sections or chapters containing related information.

Throughout this manual, the term “Windows” refers to either Microsoft Windows NT or Windows 2000 operating systems unless otherwise specified.

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Related Group 1 Software, Inc. Books

Each dialog box of the Merge/Purge Plus GUI is briefly described in the procedure section and fully explained in the Appendix. In the Appendix, all the fields and options of the dialog box are numbered.

A table below the screen shot lists the parameter record that each option or field configures.

Related Group 1 Software, Inc. Books

The following books are also available when you buy Merge/Purge Plus:

Merge/Purge Plus User’s Guide for Open Systems

Merge/Purge Plus User’s Guide for iSeries.

For more information about Group 1 Software, visit the Group 1 Software, Inc. website at http://www.g1.com.

Field Parameter Record Position Content1 ALG PS 8 Y, N2 ALG PS 10 Y, N

12

Using Merge/Purge Plus with Dispatcher4 xiii

http://www.g1.com


If You Need More Help

If you are unable to resolve a problem, a Group 1 Technical Support Representative can help guide you to a solution. When you call Group 1 Technical Support, please have the following information ready:

A description of the task you were performing

The resulting reports (specifically, the Execution Log and Parameter Record Listing).

Reporting complete details to Technical Support will help you and the technical support representative quickly resolve the problem.

Group 1 Software technical support representatives work closely with you so that:

Your questions on using Merge/Purge Plus are answered quickly

Any problems you may encounter while using Merge/Purge Plus are resolved.

The Technical Support Hotline number for customers in the United States and Canada is 800-367-6950.

The Website

You can also find out about Group 1 products and services through the Group 1 Software Web site at http://www.g1.com. Registered users can obtain electronic copies of product documentation, join online discussion forums, download software and databases, find out about our training classes, or sign up for Group 1’s List Services. From the home page, click Support and log in to the Customer Support area.

NOTE: NOTE: Registered users are those who have a maintenance agreement with Group 1 Software. Contact Technical Support to obtain your user ID and password.

eService

eService, available through the Group 1 website, provides supported Group 1 Customers with direct access to Service Requests and the Group 1 Solutions Knowledge Base. You can search for your own Service Requests, search the Group 1 Knowledge Base, and access a variety of other Technical Support services. You must be a registered user, with an ID and password, to access eService.

xiv Release 6.5.0/November 2006

To Obtain Additional User's Guides

Education

Group 1 Software offers comprehensive training courses on all of its products, allowing you to maximize the usability of your software.

Group 1 offers access to its courses in three ways: public seminars, eLearning, and on-site training. You can choose the option that best fits your needs.

For information about public seminars or eLearning classes, visit our website at www.g1.com/Education.

For information about on-site training, contact the Group 1 Education Manager at (301) 918-6392.

To Obtain Additional User's Guides

To obtain electronic copies of our product manuals, go to the Group 1 website at www.g1.com and click on Customer Login in the upper right corner. Log in with your User ID and password. On the left side of the window under “Technical Services” click on Documentation to download copies (.pdf files) of available user guides.

NOTE: To view.pdf files, you must have Adobe Acrobat Reader version 5.0 (or later) installed on your PC. If you do not have Acrobat Reader, you can download it for free from http://www.adobe.com.

Using Merge/Purge Plus with Dispatcher4 xv


Your Comments Are Welcome

We appreciate and welcome your comments concerning this guide! If you have suggestions, please let us know. A Documentation Comment Form is available online at http://www.g1.com/Support/Forms/. You may also make product enhancement suggestions using the System Enhancement Form located at this address.

For your convenience, you may also submit change requests by clicking on the Report an Error button located at the bottom of each page of the PDF version of this guide. You will be redirected to a feedback form where you can enter your comments.

As another option, comments may be sent via snail mail to the following address:

Group 1 Software Inc. Attn.: Documentation Manager 4200 Parliament Pl Ste 600 Lanham MD 20706-1844

With your help and suggestions, we can continue to provide quality software.

Thank you.

xvi Release 6.5.0/November 2006

http://www.g1.com/Support/Forms/

C H A P T E R 1

Setting Up Your Merge/Purge Plus Job

This chapter takes you through all the steps required to set up a Merge/Purge Plus job using Dispatcher 4.

NOTE: A large part of the set-up process takes place in Dispatcher4. It is therefore strongly recommended that you familiarize yourself with Dispatcher4 by reading the Dispatcher4 User’s Guide before working with the Merge/Purge Plus GUI.

1. Pick the Merge/Purge Plus Step in Dispatcher4 . . . . . . . . . . . . . . . 1-22. Set Up Your Input File in Dispatcher4 . . . . . . . . . . . . . . . . . . . . . . . 1-33. Set Up Your Output File in Dispatcher4 . . . . . . . . . . . . . . . . . . . . . . 1-84. Set Up Additional Files in Dispatcher4 . . . . . . . . . . . . . . . . . . . . . . . 1-9

Using Merge/Purge Plus with Dispatcher4 1-1

Setting Up Your Merge/Purge Plus Job1

1. Pick the Merge/Purge Plus Step in Dispatcher4

Dispatcher4 handles all file-related functions. Setting up your Merge/Purge Plus job therefore begins in Dispatcher4.

NOTE: For more information about Dispatcher4, see the user’s guide you received with Dispatcher4.

1 Start Dispatcher4.

2 Select the Merge/Purge Plus step from the job steps bar by clicking on it once.

Layout Area

Merge/Purge Plus Step

Job

Step

s B

ar

Merge/Purge PLus Step

1-2 Release 6.5.0/November 2006

2. Set Up Your Input File in Dispatcher4 1

3 Move your cursor into the layout area and click once to place the Merge/Purge Plus step in your job. An input and output file will appear automatically on the layout area along with the Merge/Purge Plus icon.

At this point, you have set up a job consisting of one step, Merge/Purge Plus. You could now place additional steps after or before the Merge/Purge Plus step. Please refer to your Dispatcher4 User’s Guide for more information.

2. Set Up Your Input File in Dispatcher4

Now that you have selected Merge/Purge Plus as a step in your job, you must define your input and output files. You should know the following things about your input file before you proceed:

Which fields are in the input file

The starting position of each field

The length of each field

The format of each field.

Output File

Merge/Purge Plus Step

Input FileInput File Output File

Merge/Purge Plus



For this sample job, we will work with a sample file that shipped with Dispatcher4. The file is called lvpc.nam and is located in the /data directory you installed with Dispatcher4. The sample file has the following fields:

The record type is line sequential.

You will now enter this information into Dispatcher4.

Name Length StartName 30 1Piece ID 9 31List Code 2 101Address 1 35 106City 20 141State 2 161ZIP Code 5 163



1 Double-click on the Merge/Purge Plus input file in the layout area to define your input file. The File Format Module dialog box appears.

2 Click on the Select Remote File button. The Select from the remote computer dialog box appears. Point to the /data directory, select the “lvpc.nam” file, and click OK.

3 In the File Format Module dialog box, select the proper record type from the list box (in this case, select line sequential).

4 Now enter the record length (for this sample job, the length is 280).

At this point, you will enter information about your input records:

Which fields are in the input record

The starting position of each field

The length of each field.

Select Remote File Button



5 Place your pointer at the beginning of a field, then hold down the mouse button. Drag the pointer to the last byte in that field. The area you select will become highlighted as you drag the pointer. At the end of the field, release the mouse button.

As soon as you release the mouse button, the Add Field dialog box appears.

6 Click in the list box to see a list of field names. To select a field name, click on the name, then click the OK button. If necessary, use the scroll bar to view names that are not displayed. Or, use the type-ahead feature if you know the name of the field.

When you select a field name, it appears in the Record Format Layout area on the File Format Module dialog box (see the screen on the previous page).

To remove a field, right-click on it and select delete.

Position your pointer at the first byte of a

field, then hold down the mouse button and drag to the end of the bytes in the field

Record Format Layout area



NOTE: To manually add new field information, click in one of the columns of the last row of the list of fields. (See the File Format window pictured on the previous page.) For example, click in the last row under the Name column. The space you clicked is selected indicating that you can type new information. Use the Tab key on your keyboard to highlight the next item in the row. Enter the field ID, starting position, and length (the field name will be added automatically). Once that information is entered, press your keyboard’s Return key. You can also edit existing field information by clicking in the row/column where you want to change information. Once the area is selected, you can enter the new information.

7 Continue adding fields and specifying the starting positions and field lengths until you have defined all the fields on your input record.

8 When you have finished defining fields, click one of the following buttons:

OK — to save your settings and close the dialog box.

Cancel — to close the dialog box without saving your settings.



3. Set Up Your Output File in Dispatcher4

Double-click on the output file. The File Format Module dialog box appears. Specify the following for your output file:

Record Type

Record Length.

NOTE: You only need to define the layout of input files. Output file layout is generated automatically. Each following step automatically recognizes the file layout from the previous step.


4. Set Up Additional Files in Dispatcher4 1

4. Set Up Additional Files in Dispatcher4

1 In the Job Step pane, select the report or additional file you want to define.

2 In the Job Properties pane, specify the following:

Report or additional file name

Record type (additional files only)

Record length (additional files only).

The Job Step pane and the Job Properties panes are labeled below. See the Dispatcher4 User’s Guide for more information on how to use the Job Step and the Job Properties panes.

You are now ready to select your program functions and run your Merge/Purge Plus job.

Job Properties PaneJob Step Pane

Layout Area




C H A P T E R 2

Selecting the Comparison Settings for Your Merge/Purge Plus Job

This chapter covers everything you need to know about configuring your comparison settings for your job.

The Merge/Purge Plus Primary Window . . . . . . . . . . . . . . . . . . . . . . . 2-2Defining Comparison Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Define ZIP/Postal Code Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Surname Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Individual Name Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8House Number Comparisons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Street Name Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10Post Office Box Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12Rural Route Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13Apartment Number Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14General Address Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15Household Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16Overall Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17Resident Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18

Resetting Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19Multiple Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19Single Comparison. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20


Selecting the Comparison Settings for Your Merge/Purge Plus Job2

The Merge/Purge Plus Primary Window

In the layout area of Dispatcher4, double-click on the Merge/Purge Plus step. This invokes the Merge/Purge Plus application. The first window that appears is the Merge/Purge Plus primary window.

The primary window lets you access the most important settings for Merge/Purge Plus. These settings are briefly described below.

Data, Options, and Report dialog boxes are discussed in later chapters.

Menu Bar: The menu bar categories are Data, Options, Reports and Help. Use these to access additional Merge/Purge Plus dialog boxes and refine your processing requirements. Use Help to access the Help system provided with Merge/Purge Plus.

Use the First __ Bytes of Each Input Record field: Enter a number, from 1 to 9999, indicating the number of beginning bytes to use for comparison/duplicate elimination purposes.

The menu bar


The Merge/Purge Plus Primary Window 2

Comparison Type settings are discussed in the next section.

Comparison Type selection box: Lists all of the comparison types, with their associated default comparisons. If you define any non-default comparisons, these will be marked with an asterisk. Select a comparison type, then use the Set button to define specific settings for that comparison type.

Processing Type radio buttons: Indicate how to handle duplicates.

Run Which Steps check boxes: Select the tasks you want Merge/Purge Plus to complete.

The tasks you will perform from the Merge/Purge Plus primary window are briefly described below.

1 To begin formatting the input record for your job, enter a number from 1 to 9999 in the Use the First__Bytes field. This value indicates to the number of beginning bytes Merge/Purge Plus will use for the comparison/duplicate process.

2 After entering the number of bytes, you may accept the default settings in the Comparison Type selection box, or you may choose to change the default comparison settings Merge/Purge will use to determine duplicates.

3 If you choose not to accept Merge/Purge’s default settings, click on the comparison type to display the Define Comparison dialog box. Choose the setting to specify the degree of individual match and other duplicate criteria for your desired comparison:

Equal—The input record field must match the comparison field exactly.

Medium—The input record field can be a somewhat close match to the comparison field.

Tight—The input field must be an almost exact match with the comparison field.

Loose—The input field can be similar to, but does not have to match, the comparison field.

Other—Other inclusion/exclusion criteria are available, depending on the comparison type.

4 When you have finished changing the comparison settings, click the OK button at the bottom of the primary window.

5 Use the options under Data, Options, and Reports to define your input files, other processing options, and reports for your job.

6 Exit the Merge/Purge Plus application and run your job from Dispatcher4. See your Dispatcher4 User’s Guide for details.



Defining Comparison Settings

Use the Define Comparisons dialog boxes to define:

Whether or not to compare a specific record element

The “closeness” or degree of match the comparison record must achieve to be considered a match

Special duplicate or non-duplicate (inclusion or exclusion) criteria.

At first you will see the default comparison settings on the primary Merge/Purge Plus window. If you change any of these settings, you will see the wording change and an asterisk (*) appear next to the comparison setting. For example, if you change “ZIP/Postal Code Is No Comparisons” to Medium, the comparison setting will read, “ZIP/Postal Code is Medium.” The comparisons and their default settings are listed in Table 2-1. Each comparison setting dialog box is further described in the sections below.

Table 2-1: Defaults Settings for the Merge/Purge Plus Comparisons

Comparison Default Setting

ZIP/Postal Code No comparison

Surname/Company Name Medium

Individual Name No comparison

House Number Medium

Street Name Medium

Post Office Box Medium

Rural Route and Box Medium

Apartment Number Medium

General Address Medium

Household Medium

Overall Medium

Resident Medium


Defining Comparison Settings 2

Define ZIP/Postal Code Comparisons

Use the Define ZIP/Postal Code Comparison dialog box to specify the degree of individual match and other duplicate criteria for the ZIP/Postal Code comparison field. The default setting is No Comparison.

1 From the primary Merge/Purge Plus window, highlight ZIP/Postal Code is No Comparison from the Comparison Type box.

2 Click the Set button. The Define ZIP/Postal Code Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare ZIP/Postal Codes to determine duplicates.

Equal: Input record field must match the comparison field exactly.

Medium: The input record field can be a somewhat close match to the comparison field.

Tight: The input field must be an almost exact match with the comparison field.

Loose: The input field can be similar to, but does not have to match, the comparison field.

No Comparison: The input field will not be compared.



4 Turn on the Duplicate if the First Three Characters are Equal check box if you want to send automatically to the duplicates file any record whose first three ZIP/Postal Code field characters equal that of the comparison record.

5 Turn on the Duplicate if Names and ZIP Codes Match Exactly check box if you want to send automatically to the duplicates file any record whose name and ZIP Code/Postal Codes match character-for-character.

6 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the ZIP/Postal Code comparison type, indicating a non-default comparison setting.

Surname Comparisons

Use the Define Surname/Company Name Comparison dialog box to specify the degree of individual match and other duplicate criteria for the Surname/Company Name comparison fields. The default setting is Medium.

1 From the primary Merge/Purge Plus window, highlight Surname is Medium from the Comparison Type box.

2 Click the Set button. The Define Surname/Company Name Comparison dialog box appears.



3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare surnames and company names to determine duplicates.





4 Turn on the Duplicate if the Initial Letter of the Names is Equal check box if you want to send automatically to the duplicates file any record whose first Surname/Company name field character equals that of the comparison record.

5 Turn on the Specify Name Treatment check box if you want to enable the “Treat All Names as” radio button group.

6 Select a radio button to indicate the method to use in analyzing names for the duplicates file. Natural indicates that all names are assumed to be “natural” names, even if they are “resident” or “occupant”. Resident indicates that all names are to be treated as “resident” names, meaning that the name will not contribute to the comparison.

7 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the Surname comparison type, indicating a non-default comparison setting.



Individual Name Comparisons

Use the Define Individual Name Comparison dialog box to specify the degree of individual match and other duplicate criteria for the name comparison field. The default is No Comparison.

1 From the primary Merge/Purge Plus window, highlight Individual is No Comparison from the Comparison Type box.

2 Click the Set button. The Define Individual Name Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare individual names to determine duplicates.







4 Check the Duplicate if Same Name Except one has a Title and the Sex of the other Unknown check box if you want to send automatically to the duplicates file any record that matches these criteria.

5 Check the Not Duplicate if one Title is “Miss” and the other Title is “Mrs.” check box if you want to prevent Merge/Purge Plus from sending any record matching these criteria to the duplicates file.

6 Check the Not Duplicate if one Record is Determined to be a Company Record box, if you want to prevent Merge/Purge Plus from sending Company records to the duplicates file.

7 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the Individual comparison type, indicating a non-default comparison setting.

House Number Comparisons

Use the Define House Number Comparison dialog box to specify the degree of individual match and other duplicate criteria for the house number comparison field. The default setting is Medium.

1 From the primary Merge/Purge Plus window, highlight House Number is Medium from the Comparison Type box.

2 Click the Set button. The Define House Number Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare house numbers to determine duplicates.







4 Check the Not Duplicate if the House Number Lengths are not Equal check box if you want to prevent Merge/Purge Plus from sending any record meeting this criterion to the duplicates file.

5 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the house number comparison type, indicating a non-default comparison setting.

Street Name Comparisons

Use the Define Street Name Comparison dialog box to specify the degree of individual match and other duplicate criteria for the street name comparison field. The default setting is Medium.

1 From the primary Merge/Purge Plus window, highlight Street Name is Medium from the Comparison Type box.

2 Click the Set button. The Define Street Name Comparison dialog box appears.



3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare street names to determine duplicates.





4 Check the Not Duplicate if the Highway Number is Unequal check box if you want to prevent Merge/Purge Plus from sending any record meeting this criterion to the duplicates file.

5 Check the Not Duplicate if the First Character of the Street Name is not Equal check box if you want to prevent Merge/Purge Plus from sending any record meeting this criterion to the duplicates file.

6 Check the Not Duplicate if the First Four Characters of the Street Name are not Equal check box if you want to prevent Merge/Purge Plus from sending any record meeting this criterion to the duplicates file.

7 Check the Not Duplicate if Street Directionals are not Equal check box if you want to prevent Merge/Purge Plus from sending any record meeting this criterion to the duplicates file.

8 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the street name comparison type, indicating a non-default comparison setting.



Post Office Box Comparisons

Use the Define Post Office Box Comparison dialog box to specify the degree of individual match and other duplicate criteria for the post office box comparison field. The default setting is Medium.

1 From the primary Merge/Purge Plus window, highlight Post Office Box is Medium from the Comparison Type box.

2 Click the Set button. The Define Post Office Box Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare post office boxes to determine duplicates.





4 Check the Do not compare if one Record Contains a P.O. Box, the other a Rural Route Box check box if you want to prevent Merge/Purge Plus from sending any record meeting this criteria to the duplicates file.

5 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the post office box comparison type, indicating a non-default comparison setting.



Rural Route Comparisons

Use the Define Rural Route and Box Comparison dialog box to specify the degree of individual match and other duplicate criteria for the rural route and box comparison field. The default setting is Medium.

1 From the primary Merge/Purge Plus window, highlight Rural Route and Box is Medium from the Comparison Type box.

2 Click the Set button. The Define Rural Route and Box Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare rural routes to determine duplicates.





4 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the post office box comparison type, indicating a non-default comparison setting.



Apartment Number Comparisons

Use the Define Apartment Number Comparison dialog box to specify the degree of individual match and other duplicate criteria for the apartment number comparison field. The default setting is Medium.

1 From the primary Merge/Purge Plus window, highlight Apartment Number is Medium from the Comparison Type box.

2 Click the Set button. The Define Apartment Number Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare apartment numbers to determine duplicates.





4 Check the Not Duplicate if only one Record Contains an Apartment Number check box if you want to prevent Merge/Purge Plus from sending any record meeting this criterion to the duplicates file.

5 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the apartment number comparison type, indicating a non-default comparison setting.



General Address Comparison

Use the Define General Address Comparison dialog box to specify the degree of individual match and other duplicate criteria for the general address comparison field. The default setting is Medium.

1 From the primary Merge/Purge Plus window, highlight General Address is Medium from the Comparison Type box.

2 Click the Set button. The Define General Address Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare general addresses to determine duplicates.




4 Check the Duplicate if Names are Similar and no Address Elements in Common check box if you want Merge/Purge Plus to send any record meeting this criteria to the duplicates file.

5 Check the Not Duplicate if no Address Elements in Common check box if you want to prevent Merge/Purge Plus from sending any record meeting this criteria to the duplicates file.



6 Check the If Equal Names, not considered Duplicate Before Street Names are Compared check box if you want to prevent Merge/Purge Plus from sending any record with a name equal to that of the comparison record to the duplicates file until after the street names are compared.

7 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the General Address comparison type, indicating a non-default comparison setting.

Household Comparisons

Use the Define Household Comparison dialog box to specify the degree of individual match and other duplicate criteria for the household comparison field. The default setting is Medium.

1 From the primary Merge/Purge Plus window, highlight House Hold is Medium from the Comparison Type box.

2 Click the Set button. The Define Household Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare household matches to determine duplicates.




No Comparison: The input field should not be compared.

4 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the household comparison type, indicating a non-default comparison setting.



Overall Comparisons

Use the Define Overall Comparison dialog box to specify the degree of individual match and other duplicate criteria for the overall duplicate comparison. The default is Medium.

1 From the primary Merge/Purge Plus window, highlight Overall is Medium from the Comparison Type box.

2 Click the Set button. The Define Overall Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare Overall matches to determine duplicates.




4 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the overall comparison type, indicating a non-default comparison setting.



Resident Comparisons

Use the Define Resident Comparison dialog box to specify the degree of individual match and other duplicate criteria for the resident comparison field. The default is Medium.

1 From the primary Merge/Purge Plus window, highlight Resident is Medium from the Comparison Type box.

2 Click the Set button. The Define Resident Comparison dialog box appears.

3 Select one of the Degree of Individual Match radio buttons to describe the match setting you will use to compare resident matches to determine duplicates.






Resetting Comparisons 2

4 Check the Do not compare Apartment Numbers check box if you want to prevent Merge/Purge Plus from comparing the input apartment number field to that of the comparison record.

5 Check the Not Duplicate if only Address Information Available is Rural Route/Highway Number check box if you want to prevent Merge/Purge Plus from writing any input record meeting this criteria to the duplicates file.

6 Check the Not Duplicate if the First Four Characters of the Street Name are not Equal check box if you want to prevent Merge/Purge Plus from writing any input record meeting this criteria to the duplicates file.

7 Click OK to save your settings and return to the primary Merge/Purge Plus window. You will see an asterisk in front of the overall comparison type, indicating a non-default comparison setting.

Resetting Comparisons

After you have defined comparison criteria for your records you can easily change the comparison settings for one or several of your comparison statements. You can reset them to their original (default) setting or change the comparison criteria you defined.

Multiple Comparisons

Follow these steps to reset one or more comparisons to their default settings. These instructions assume that you are starting from the primary Merge/Purge Plus window.

1 While pressing the <CTRL> key, highlight the settings that you want to change in the “Comparison Type” box.

2 Release the <CTRL> key.

3 Click the Reset button.

4 The asterisks are removed from the selected comparisons, indicating that their settings have been reset to default.



Single Comparison

Follow these steps to reset a single comparison to its default comparison setting. These instructions assume that you are starting from the primary Merge/Purge Plus window.

1 Highlight the setting you want to change.

2 Click the Reset button.

3 You will see the comparison, with the asterisk removed, indicating that it has resumed the default comparison setting.

4 Repeat steps 1 through 3 as needed, or follow the instructions for changing multiple comparison settings.


C H A P T E R 3

Selecting Data Settings for Your Merge/Purge Plus Job

All options available under the Data menu are discussed in this chapter.

Introduction to the Data Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Input File Treatment Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Input Address Format Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Input ZIP Code/Postal Code Format. . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Input Name Treatment Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Input Gender Code Treatment Dialog Box . . . . . . . . . . . . . . . . . . . . . . 3-6Defining the Input Record Sequence Dialog Box. . . . . . . . . . . . . . . . . . 3-8

Defining Memory Load Requirements Dialog Box . . . . . . . . . . . . . . . 3-9Defining the Format and Location of Input File Codes . . . . . . . . . . . 3-11

Define File Codes Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11Treatment of Unknown File Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13Change File Codes Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14

Defining Broker Names and File Codes . . . . . . . . . . . . . . . . . . . . . . . 3-15Broker Names and Codes Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 3-15Assign File Codes to Brokers Dialog Box . . . . . . . . . . . . . . . . . . . . . . . 3-17

Defining the Layout and Format of Output Records . . . . . . . . . . . . 3-18Define Output Record Layout Dialog Box. . . . . . . . . . . . . . . . . . . . . . 3-18

Posting Data to Survivor Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21Adding Sequence Numbers to Output Records . . . . . . . . . . . . . . . . . 3-25

Add Sequence Numbers to Output Records Dialog Box . . . . . . . . . . . 3-25Sequence Error Treatment Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . 3-26


Selecting Data Settings for Your Merge/Purge Plus Job3

Introduction to the Data Menu

Options for defining various input file treatments, memory load requirements, file codes and broker name options, and output record treatments are provided under the Data menu. Each of these options is described below. Although the menu options are discussed in the order in which they appear on the menu, similar options or options performing related tasks are grouped under the same heading.

Input File Treatment Options

The first type of options under the Data menu discussed concern your input files. You may have up to three input files, but all three must have the same record layout. For Merge/Purge to process your files you must specify information about both the format and the content of the files. You can use the screens described below to specify input file attributes.

Input Address Format Dialog Box

Use the Input Address Format dialog box to define the format of the input address field(s), and to determine if addresses are Canadian or U.S.

1 From the Data menu, select Input Address Format... The Input Address Format dialog box appears.


Input File Treatment Options 3

2 Select one of the Address Format radio buttons to indicate the format of the addresses as they appear in your input file. Choose from the following:

Single Line --- Use this radio button if your input addresses are in a single line, such as 123 Main St Holyoke MA 01040.

2 to 6 Fields (Segments) --- Use this radio button if your input address is in multiple fields, not necessarily adjacent to each other, such as:

123 Main St Jack Donofrio Holyoke MA USA 01040

2 to 6 Lines - All Address Data --- Use this radio button if your input address in in multiple lines containing address data only, such as:

123 Main StHolyoke MA01040

2 to 6 Lines - Last Contains City/State/ZIP --- Use this radio button if your input address is in multiple lines, with the last line containing city, state, ZIP Code data, such as:

123 Main St . . Holyoke MA 01040

2 to 6 Lines - One or More Contains City/State/ZIP --- Use this radio button if your input address is in multiple lines, with the city, state, ZIP Code data in separate lines, such as:

123 Main St Holyoke MA 01040

3 Select one of the Country Treatment radio buttons to indicate the country of origin of your input addresses.

Analyze Address to Determine US/Canada — Use this radio button if your input file contains both Canadian and U.S. addresses. Merge/Purge Plus will look at each country field to determine the address origin.

All Addresses are in US — Use this radio button if your input file contains only U.S. addresses.

All Addresses are in Canada — Use this radio button if your input file contains only Canadian addresses.

4 Click OK to save your definition and return to the primary Merge/Purge Plus window.



Input ZIP Code/Postal Code Format

Use the Input ZIP Code/Postal Code Format dialog box to indicate the format and position of the ZIP Code/Postal Code in your input records.

1 From the Data menu, select Input ZIP Format... The Input ZIP Code/Postal Code Format dialog box appears.

2 Select one of the Format in Records radio buttons to indicate the format of your input ZIP/Postal Codes.

Character - Fixed: Turn on this radio button if the input ZIP/Postal Codes appear in character format and always start in the same position in the input ZIP/Postal Code field, as follows:

....+....1....+....2....+....3....+....4....+....5RECORD 1 01040-1401 JOS A SHARPERRECORD 2 85254-1626 JOSEPH SHARPLEYRECORD 3 20601-1234 JAMES SHARPLEY

Packed - Fixed: Turn on this radio button if the input ZIP/Postal Codes are in packed decimal format, and always start in the same position in the input ZIP/Postal Code field, as follows:

....+....1....+....2....+....3....+....4....+....5RECORD 1 01040-1401 JOS A SHARPERRECORD 2 85254-1626 JOSEPH SHARPLEYRECORD 3 20601-1234 JAMES SHARPLEY



Character - Floating: Turn on this radio button if the input ZIP/Postal Codes are in character format, floating within the boundaries of the input ZIP/Postal Code field, as follows:

....+....1....+....2....+....3....+....4....+....5RECORD 1 01040-1401 JOS A SHARPERRECORD 2 85254-1626JOSEPH SHARPLEYRECORD 3 20601-1234 JAMES SHARPLEY


Input Name Treatment Dialog Box

Use the Input Name Treatment dialog box to determine the treatment of the input name field when Merge/Purge determines that the field contains a company or a person’s name.

NOTE: Merge/Purge uses indicators such as Inc., P.A., etc., to determine company names.

1 From the Data menu, select Input Name Treatment... The Input Name Treatment dialog box appears.



2 Select one of the Name Treatment radio buttons to indicate how Merge/Purge Plus will treat the input record name field data:

Analyze to Determine Person/Company — Use this radio button if your input file contains both individual and company names. Merge/Purge Plus will look at each input name field to determine the field content.

All Names are Personal — Use this radio button if your input file contains only individuals' names.

All Names are Company — Use this radio button if your input file contains only company names.


Input Gender Code Treatment Dialog Box

Use the Input Gender Code Treatment dialog box to specify how Merge/Purge Plus will process the input records' gender codes. You will define if the gender codes are already in the input records and how to handle an invalid gender code.



1 From the Data menu, select Input Gender Treatment... The Input Gender Code Treatment dialog box appears.

2 Select one of the Obtain Gender Code From radio buttons to indicate if Merge/Purge Plus must determine gender codes by looking at first names and, possibly, maturity suffixes; or to indicate if the gender code is already present in the input records.

If you select the Determine Gender Code from Name Elements radio button, click OK to save your definition and return to the primary Merge/Purge Plus window.

If you select the Gender Code is Already in Input Records, Merge/Purge Plus activates the When an Invalid Code is in an Input Record Group.

3 Select one of the When an Invalid Code is in an Input Record radio buttons, indicating the action Merge/Purge Plus should take when it encounters an invalid gender code.

4 If you select the Determine the Gender Code; Report All Errors radio button, Merge/Purge Plus activates the Maximum Number of Errors Before Terminating Processing field.



5 In the Maximum... field, enter a number, from 0 to 999 to indicate the maximum number of gender code errors allowed before Merge/Purge Plus terminate’s processing.

NOTE: This value is required if you select the Determine the Gender Code; Report All Errors radio button.


Defining the Input Record Sequence Dialog Box

Use the Input Record Sequence dialog box to specify the sequence of the records in the input file(s) by specifying the fields that make up the sequencing key.

1 From the Data menu, select Input Record Sequence... The Input Record Sequence dialog box appears.

2 In the Location field, enter a number from 1 to 9999, indicating the location of the first sequence segment.

3 In the Length field, enter a number from 1 to 99, indicating the length of the first sequence segment.


Defining Memory Load Requirements Dialog Box 3

4 If this field is in Packed Format, check the Packed Format box.

5 Click Add to put the current definition in the display list box.

6 Repeat steps 2 through 5, as needed, to define additional sequence segments. Any segment that you define as Packed Format will show up in the display list box with Packed next to it.

7 When you have completed your definitions, click OK to save your changes and return to the primary Merge/Purge Plus window.

Defining Memory Load Requirements Dialog Box

Follow the steps below to define the memory load requirements for the current Merge/Purge Plus job. This definition makes it possible for you to optimize Merge/Purge Plus processing by controlling the comparison data memory allocation based on your system’s processing capability.

1 From the Data menu, select Memory Load... The Memory Loads dialog box appears.



2 In the Number of Sequencing Characters to Use field, specify a number from 1 to 99, indicating the number of sequence segment characters to use for each memory load comparison.

3 In the Maximum Number of Records to be Loaded field, specify a number from 1 to 9999, indicating the maximum number of records to load into memory prior to each comparison.

4 In the Number of Street Address Characters to Use, specify the number of street address characters of records to load into the memory load.

5 In the Break Length field, specify a number, from 1 to 99, indicating the break length for the memory load you are defining.

6 Check the Only if Non-Blank check box if the break length only applies to strings without blanks.

7 Click Add to save your memory load definition.

8 Repeat steps 2 through 6, as needed, to define additional memory loads.

NOTE: You may define a maximum of 20 memory loads.

9 Click OK to save your definition(s) and return to the primary Merge/Purge Plus window.


Defining the Format and Location of Input File Codes 3

Defining the Format and Location of Input File Codes

Before defining file codes, you must know all the file codes found in each input record. In addition, you need to know more specific information about each file code including: file code description, the file code priority relative to others, and whether the file code found in the record is a purge file code. You can use the screens described below to define your file codes.

Define File Codes Dialog Box

Use the Define File Code dialog box to define the output and treatment of input file codes, and additional write and read options for each file code you define. You may define up to 2500 file code types.

1 From the Data menu, select File Codes... The File Codes dialog box appears.

2 Select one of the Format in Input Records radio buttons to describe the format of your first set of file codes.

If you select the Not in Records radio button, Merge/Purge Plus activates the Write File Code to Input Records group. This allows you to specify the file code name, and allows you to indicate if you want to overwrite the current file code field data.



3 In the Location field, specify a number, from 1 to 9999, to define the starting location of the current file code.

4 In the Length field, specify a number, from 1 to 9, to define the length of the current file code.

5 Click Add to display the Define File Code dialog box.

6 In the File Code field, enter a maximum of 9 characters for the current file code name.

7 In the Relative Priority field, enter a number, from 001 to 999, indicating the relative priority of the current file code.

NOTE: The lowest Relative Number has the highest priority.

8 In the Special Treatment group, select one of the radio buttons to describe the treatment, if any, to apply to the current file code.


Defining the Format and Location of Input File Codes 3

9 In the Additional Options group, select one of the radio buttons to indicate if you want to apply special processing options to the current file code definition.

10 In the Input File group, select the radio button indicating which input file contains records with the current file code. The number of the input file corresponds to the order you added your input files in the File Names and Details dialog box.

11 In the Write to Which Output Files radio button group, determine if you want Merge/Purge Plus to write the current file code to both the clean file and extra file, only the clean file, only the extra file, or neither file.

12 Check the Exclude as Driver Record box if you want to exclude records with this file code from being used as the driver record in duplicate groups that are together in the same memory load.

13 Click OK to return to the File Codes dialog box. You will see your definition in the File Code list box.

14 Repeat steps 2 through 13 to define up to 2499 more file codes.

15 Click OK to save your file code definitions and return to the primary Merge/Purge Plus window.

Treatment of Unknown File Codes

Use the Treatment of Records with Unknown File Codes dialog box to indicate how Merge/Purge Plus will handle unknown file codes it encounters during processing.

1 From the Data menu, select Unknown File Codes... The Treatment of Records with Unknown File Codes dialog box appears.



2 Turn on one of the When an Unknown File Code is Encountered radio buttons.

Continue Processing; treat all unknown file codes as a single file code, with the lowest possible priority — Merge/Purge Plus will group all unknown codes and give them a 999 priority.

Continue Processing; Bypass all records with unknown file codes — Merge/Purge Plus will ignore all unknown file codes and will process to end-of-file.

Terminate Processing — Merge/Purge Plus will stop processing if it encounters an unknown file code.

3 Click OK to return to the primary Merge/Purge Plus window.

Change File Codes Dialog Box

Use the Change File Codes dialog box to modify a specific input file code value.

1 From the Data menu. select Change File Codes... The Change File Codes dialog box appears.


Defining Broker Names and File Codes 3

2 File Code in Record field, specify the file code to change (up to 9 digits). Enter the new value if you want to rename the file code in the New File Code field.

3 Check the All Multi-Buyer Codes check box if the current file code pertains to all multi-buyer codes.

4 Mark the Effective for All File Codes check box if the current definition applies to all file codes.

5 Choose one of the Input File radio buttons to determine to which input file the current file code is attached.


Defining Broker Names and File Codes

A broker name is the identification assigned to a list provider. You can assign file codes to a broker to determine the accuracy of the list a specific broker provides. You may define up to 500 separate broker names/codes and up to 5 file codes per broker. By tracking broker names and codes, you can collect information such as:

The names of the brokers providing the fewest duplicate names

The names of the brokers providing the best leads

The list getting the most responses

This information is included on the Duplicate Elimination Summary Report.

Broker Names and Codes Dialog Box

Use the Broker Names and Codes dialog box to define full names and codes (maximum of 9 characters) for all of the list brokers providing names and address records for the current job.

The following steps show you how to define unique broker codes for each list broker who provides you with name-and-address lists.



1 From the Data menu, select Broker Names... The Broker Names and Codes dialog box appears.

2 In the Broker Code field, enter a maximum of 9 characters to assign to a particular broker.

3 In the Full Broker Name field, enter a maximum of 20 characters of the broker name to correspond to the current broker code.

4 Click Add to place the current definition in the Defined Brokers list box.

5 Repeat steps 2 through 4 to define up to 499 additional broker codes.

6 Click OK to return to the primary Merge/Purge Plus window, saving your definitions.


Defining Broker Names and File Codes 3

Assign File Codes to Brokers Dialog Box

Use the Assign File Codes to Brokers dialog box to associate each defined file code with a defined broker name. You may assign up to 500 separate broker names/ file codes. This information is included on the Duplicate Elimination Summary Report.

Follow these steps to associate each broker to file codes you define.

1 From the Data menu, select Assign File Codes/Brokers... The Assign File Codes to Brokers dialog box appears.

2 Click the drop-down arrow to the right of the File Code list box to display a list of file codes you defined on the Define File Codes dialog box.

If you neglected to define all of your file codes, you can click the [File Codes] button to display the Define File Codes dialog box.



3 In the Assign File Codes to Brokers dialog box, highlight the file code that you want to assign to a particular broker.

4 Click the drop-down arrow to the right of the Broker Name list box to display a list of brokers you defined on the Broker Names and Codes dialog box.

If you neglected to define all of your brokers, you can click the Brokers button to display the Define Broker Names and Codes dialog box.

5 In the Assign File Codes dialog box, highlight the broker name that you want to relate to the file code you selected.

6 Click the Add button to place the current definition in the Associated File Codes and Brokers list box.

7 Repeat steps 2 through 6 to define up to 499 additional broker/file code pairs.

8 Click OK to save your definitions and return to the primary Merge/Purge Plus window.

Defining the Layout and Format of Output Records

In addition to the information found in your input records, Merge/Purge Plus can write additional data to your output records. The screens described below allow you to select the additional information you want written to your output records.

Define Output Record Layout Dialog Box

Use the Output Record Layout dialog box to specify storage locations for the optional elements that can be written to the output records. After you define, change, or delete a record, you will see the field name, location, and length in the Output Record Layout list box. You can use this dialog box to define output record layouts for both the Duplicate and Clean records files.


Defining the Layout and Format of Output Records 3

1 From the Data menu, select Output Layout... The Output Record Layout dialog box appears.

2 Click one of the Display Layout for which file radio buttons to see either the Duplicate or Clean file layout.

3 In the Output Fields to Add list box, highlight the output field you want to define.

4 Click Add. Merge/Purge Plus displays the Define Field dialog box.



NOTE: The Define Field dialog box changes depending upon the field you are defining. For example, if you are defining File Code, you may fill in any Location and Length you require. For File Code, you will not be able to choose a Store on Which Files radio button, since Merge/Purge does this for you. However, if you are defining Priority Number, the maximum field length is filled in for you. You can choose the Store on Which Files radio button that you prefer, since Merge/Purge Plus has no requirement for Priority Number.

5 In the Location field, specify the starting location to which Merge/Purge Plus will store the current output field. In the Length field, specify the length of the current output field.

6 Click OK to save the current output field definition. Merge/Purge Plus closes the Define Field dialog box and returns to the Output Record Layout dialog box. You will see your definition in the Output Record Layout/Location/Length list box.

7 Repeat steps 2 through 6 to define additional output fields.



Posting Data to Survivor Records 3

Posting Data to Survivor Records

The Posting Data to Surviving Record dialog box contains (unsorted) up to 50 survivor record post operations. It displays all of the post operations you define to move data from the dropped records to the surviving record of each duplicate group. Use the Add, Modify, and Remove buttons to make changes to your selection. Use the Move buttons to change the order of entries. When you select Add, Modify or Remove, you will access the Define Posting Details dialog box to view, add, change, and delete post operations for this job.

Posting allows you to move or accumulate information from one record to another record in its duplicate group.

For example, consider this duplicate group:

14609 DAWSON MARK FILECD1 10014609 DAWSON MARK FILECD2 200 3015557268

The first record has the higher priority (100) and will go to the clean file. The second record is the dropped record. Thus, we can move the area code and telephone number from the dropped record to the survivor record using Move Posting.

To access this dialog box:

1 From the Data menu, select Posting to Survivor Record... The Posting Data to Surviving Record dialog box appears.



2 Click Add. The Define Posting Details dialog box appears.

3 Select one of the Current Posting Type radio buttons for the current posting definition.

There are four types of posting:

Add Posting: Adds specific fields from duplicate records to survivor records. If a dropped record contains an apartment or suite number, you will want to post this to a survivor record missing this field.

Copy Posting: Uses duplicate record information to complete a blank survivor record field.

Bit Posting: Compares two fields, bit-by-bit. When comparing the bits, if at least one bit is on (1 versus 0), the resulting bit is switched to 1.

Replace posting: Replace a survivor record field with a field from the dropped record.


Posting Data to Survivor Records 3

4 Define the Duplicate Record (source) field that you will post to the survivor record by entering the location and length. In the Location field, specify a number, from 1 to 9999, to indicate the starting location of the duplicate record comparison field you are defining for the current posting operation.

In the Length field, specify a number, from 1 to 16, to define the length of the duplicate record comparison field you are defining. EXCEPTION: If you set the Format field to Binary, the Length field must contain 1, 2, or 4.

5 In the Format list box, select the format for the duplicate record comparison field you are defining: Character (default), Packed, or Binary.

6 Check the Set Field to Null check box to clear the comparison field after posting it to the survivor record.

7 In the File Code Sub String Location group, define the file code sub-string to which you want to restrict posting.

In the Location field, specify a number, from 1 to 10, to indicate the starting location of the file code sub-string to which you are restricting posting.

In the File Code Sub String Length field, specify a number, from 1 to 16, to define the length of the file code sub-string to which you will restrict posting. EXCEPTION: If you set the Format field to Binary, the Length field must contain 1, 2, or 4.

In the File Code Sub String Text field, enter a text string that will be stored on your survivor record. The length of this text string cannot exceed the length specified in the Length entry field.

8 Define the Survivor Record (target) field to which you will post the dropped record information.

In the Location field, specify a number, from 1 to 9999, to indicate the starting location to which you will post the Duplicate Record data.

In the Length field, specify a number, from 1 to 16, to indicate the starting location to which you will post the Duplicate Record data. EXCEPTION: If you set the Format field to Binary, the Length field must contain 1, 2, or 4.

In the Format list box, select the format for the field you are defining: Character (default), Packed, or Binary.



9 In the File Code Sub String Location group, define the file code sub-string to which you want to restrict posting.

In the File Code Sub String Location field, specify a number, from 1 to 10, to indicate the indicate the starting location of the file code sub-string that you wish to restrict posting to.

In the File Code Sub String Length field, specify a number, from 1 to 16, to define the length of the file code sub-string that you will restrict posting to. EXCEPTION: If you set the Format field to Binary, the Length field must contain 1, 2, or 4.

In the File Code Sub String Text field, enter a text string to store on your survivor record. The length of this text string cannot exceed the length specified in the Length entry field.

10 Click OK to save your definition and return to the Post Data to Surviving Record dialog box.

You will see your definition in the Defined Post Operations List box.

11 Repeat steps 2 through 6 to define up to 49 more post operations.



Adding Sequence Numbers to Output Records 3

Adding Sequence Numbers to Output Records

The screens described below allow you to assign and administer sequence numbering in your output files.

Add Sequence Numbers to Output Records Dialog Box

Use the Add Sequence Numbers to Output Records dialog box to assign sequence numbers to each of the records in any or all of the three output files.

Follow these instructions to add sequence numbers to each record in one or all of your output files.

1 From the Data menu, select Post Sequence Numbers... The Add Sequence Numbers to Output Records dialog box appears.



2 Select one of the Output File radio buttons to start the current sequence definition.

3 In the Position in Record group, specify the starting Location and Length of the first output file sequence numbers.

4 Select one of the Format radio buttons to specify the format of the sequence numbers for the current output file.

5 In the Value Restrictions group, specify the Starting Value and Value Limit of the sequence numbers for the current output file.

6 Click Add to place the current definition in the list box at the bottom of the Add Sequence Numbers to Output Records dialog box.

7 Repeat steps 2 through 6 to define sequence number format for the other output files, if desired.


Sequence Error Treatment Dialog Box

Use the Sequence Error Treatment dialog box to define how Merge/Purge Plus will handle the sequence error(s) it encounters.

Follow these instructions to define error treatment for each record in one or all of your output files.


Adding Sequence Numbers to Output Records 3

1 From the Data menu, select Sequence Errors... The Sequence Error Treatment dialog box appears.

2 Select one of the radio buttons in the When a Sequence Error is found group to determine what Merge/Purge Plus should do when it encounters a sequence error. The following options are available:

Bypass Offending Record; Treat as End-Of-File -- Merge/Purge Plus skips the record with the error and does not read any more records from any input file. Processing terminates.

Bypass Offending Record; Continue Sequence Checking -- Merge/Purge Plus continues sequence checking for the records remaining in the input file even if it finds a sequencing error. It does not include the out-of-sequence record in duplicates processing.

Continue Processing Offending Record; Continue Sequence Checking -- Merge/Purge Plus continues processing the out-of-sequence record, it considers it when looking for duplicates, and continues checking the sequencing of all input files.

Continue Processing; Discontinue Sequence Checking on File in Error; Continue Sequence Checking on Other Input Files -- Merge/Purge processes all records in the file, but does not continue sequencing processing on the file with the sequencing error. The program continues processing and does a sequencing check on all other input files.

Prompt Operator -- Merge/Purge Plus requires you select one of the options explained above.




C H A P T E R 4

Selecting Optional Settings for Your Merge/Purge Plus Job

All options available under the Options menu are discussed in this chapter.

Introduction to the Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Limiting Input Records to Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Limit Processing by Skipping Input Records . . . . . . . . . . . . . . . . . . . . . 4-3Limit Processing by ZIP/Postal Code. . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4Limit Processing to a “Sampling” of the Input File . . . . . . . . . . . . . . . . 4-5

Limit Multi-Buyer Comparisons to Portion of File Code . . . . . . . . . . 4-5Defining Uniqueness Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6Determining the Survivor Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7Defining Algorithms for Determining Survivors . . . . . . . . . . . . . . . . 4-9Modify Priority Based on Record Content . . . . . . . . . . . . . . . . . . . . . 4-10Defining Rules for Dropping Records from Clean Files . . . . . . . . . . 4-12Defining the Processing Exit Routine . . . . . . . . . . . . . . . . . . . . . . . . . 4-14General Output Exit Routine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16Change Parser Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17Job Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18


Selecting Optional Settings for Your Merge/Purge Plus Job4

Introduction to the Options Menu

Options for limiting the records selected for processing, defining uniqueness criteria, determining survivor records, and establishing rules to drop records from files are provided under the Options menu. Each of these options is described below. Although the items are discussed in the order in which they appear on the menu, similar options or options performing related tasks are grouped under the same heading.

Limiting Input Records to Process

With Merge/Purge Plus, you do not have to process an entire input name-and-address file. Instead, you can specify the section of the input file to process. There are four ways to limit processing.

By range of ZIP/Postal Codes: Merge/Purge Plus processes the records whose ZIP or Postal Codes fall within the range you specify.

NOTE: Merge/Purge Plus assumes that you have sorted input records into ZIP/Postal Code sequence. Therefore, Merge/Purge Plus skips all records in the input file until it encounters the first record with a ZIP/Postal Code that is equal to or higher than your Starting ZIP/Postal Code. Similarly, when Merge/Purge Plus reaches the first record with a ZIP/Postal Code higher than the Ending ZIP/Postal Code, it stops reading input records.

By skipping records: Define the number of records at the beginning of the input file that will be skipped before processing can begin.

By defining the maximum number of records to process: You can specify a maximum number of records (for example, process 500).

By sampling the file: Specify the number of records to process in comparison to the total number of records in the input file.


Limiting Input Records to Process 4

Limit Processing by Skipping Input Records

1 From the Options menu, select Limit Records... The Limit Records to Process dialog box appears.

2 To skip records at the beginning of the input file, enter the number in the Number of Records to Skip field.




Limit Processing by ZIP/Postal Code


2 Enter the lowest ZIP Code in the Starting ZIP Code field

NOTE: Merge/Purge Plus assumes that you have sorted input records into ZIP Code sequence. Therefore, Merge/Purge Plus skips all records in the input file until it encounters the first record with a ZIP Code that is equal to or higher than your Starting ZIP Code. Similarly, when Merge/Purge Plus reaches the first record with a ZIP Code higher than the Ending ZIP Code, it stops reading input records.

3 Enter the highest ZIP Code in the Ending ZIP Code field.



Limit Multi-Buyer Comparisons to Portion of File Code 4

Limit Processing to a “Sampling” of the Input File

Follow these steps to limit processing to a portion of the duplicate file records.


2 To process only a set number of records, selected in order from the beginning of the input file, enter the number in the Maximum Number of Records to Process field.

3 If you want to process an exact number of records, at evenly spaced intervals throughout the input file, enter the total number of input records in the Total Number of Records in File field, and enter the number of records to process in the Number of Records to Process field.

4 Click OK to return to the primary Merge/Purge window.

Limit Multi-Buyer Comparisons to Portion of File Code

Use the Limit Multi-Buyer Comparisons to Portion of File Code dialog box to specify a portion of the file code that will help to determine duplicate multi-buyer records exist.

1 From the Options menu, select Limit Multi-Buyer Compare... The Limit Multi-Buyer Comparisons to Portion of File Code dialog box appears.

2 In the Location field, specify a number between 1 and 9, indicating the starting location of the comparison sub-string. The sum of the Location and Length fields cannot exceed 10.

3 In the Length field, specify a number between 1 and 9, indicating the length of the comparison sub-string. The sum of the Location and Length fields cannot exceed 10.




Defining Uniqueness Criteria

Uniqueness criteria allows you to force Merge/Purge Plus to treat certain records as unique that would otherwise be considered duplicates. You can compare fields by file code sub-string/character string or by character string only.

Follow these steps to define the criteria that a record must meet to be "forced" as a unique record.

1 From the Options menu, select Force Unique... The Force Records to be Unique dialog box appears.

2 If you are comparing by File Code Sub-String, specify the starting Location and Length of the File Code Sub-String comparison field. Next, specify the Current Comparison Definition details.

If you are comparing by Current Comparison Definition only, specify the starting Location and Length of the field you are using.


Determining the Survivor Record 4

3 Select the Field is in Extract Area check box if this statement applies to the current definition.

4 Select the Don't Compare if Field is Blank in Either Record if you want to automatically ignore blank fields.

5 Turn on one of the If Comparison Fields are radio buttons and one of the Then Records are radio buttons to define your If..Then statement.

6 Click Add to place the current definition in the list box at the bottom of the dialog box.

7 Repeat steps 2 through 6 to define up to 19 more uniqueness statements.


Determining the Survivor Record

Follow these steps to specify the duplicate group record comparisons used to determine the survivor record.

1 From the Options menu, select Survivor Comparisons... The Determining Survivor Record by Comparison dialog box appears.



2 Check one or both of the Determine Survivor By check boxes to determine the way(s) in which Merge/Purge will determine a survivor.

If you are choosing to Determine Survivor By Gender, Merge/Purge Plus activates the Survivor Preference radio button group.

3 Choose one of the Survivor Preference radio buttons.

4 If you are choosing to Determine Survivor By Comparison Field, Merge/Purge Plus activates the Comparison Field area.

5 Click the drop-down arrow to the right of the Pre-Defined Field selection box to see a list of field options. Use the scroll bar to move up and down through the list of field names.

If you click on one of the Pre-Defined Field names, Merge/Purge Plus populates the Location and Length fields with that field's definitions.

6 Or, if you wish, click on Undefined Field. If you click on Undefined Field, you must:

Specify the starting Location of the Undefined Field

Specify the Length of the Undefined Field.

7 Click the drop down arrow to the right of the Comparison Type list box to see the comparison values list. Use the scroll bar to move up and down through the list.

8 Highlight the Comparison Type you want to use for the current field.

9 Specify the value to use for the current comparison type/field.

NOTE: The length of this field cannot exceed the Length field value.

10 Repeat steps 2 through 8 to define comparison values for other fields, if necessary.


Defining Algorithms for Determining Survivors 4

Defining Algorithms for Determining Survivors

Use the Algorithms for Determining Survivor Record dialog box to set a priority for determining survivor records. Additionally, this dialog box allows you to specify the records that will be purged if a purge code exists in any of the records among a duplicate group.

Follow these steps to define algorithms for determining the survivor record in each duplicate group for the current job.

1 From the Options menu, select Survivor Algorithms... The Algorithms for Determining Survivor Record dialog box appears.

2 Select one of the Determine Survivor Record by radio buttons to define the algorithm to use for the current job. If you select the Mixed Priority Algorithm, you must specify a number from 1 to 999 in the Modify Priority... field.

Normal Priority: Attaches a normal priority to duplicate record groups.

Priority by Position: Ranks records (best to worst) in duplicate groups.

Random Priority: Determines survivors using random priority assignments.

Semi-Random Priority: Determines survivors using semi-random priority assignments.

Mixed Priority: Specify a priority code (maximum of 999) to determine survivor from mixed priority assignments.



3 Select one of the If a Duplicate Group Contains a Purge File Code radio buttons to define purge file code treatment. The options are:

Purge All Records: Deletes all records occurring in a duplicate group where at least one purge file code exists.

Purge Only Records: Purges only the records with higher priority codes than those on the purge file.

4 Click OK to save the algorithm definition and return to the primary Merge/Purge Plus window.

Modify Priority Based on Record Content

Use the Modify Priority Based on Record Content dialog box to specify the conditions under which Merge/Purge Plus may modify the relative priority of a record.

Follow these steps to specify the conditions under which a record's relative priority will be modified.

1 From the Options menu, select Modify Priorities... The Modify Priority Based on Record Content dialog box appears.


Modify Priority Based on Record Content 4

2 Specify instructions for Modify[ing] Priority for Missing Elements.

3 Specify a Modification Value, from 1 to 9999, indicating the value you will use to change the priority of a record with missing elements.

4 Select one of the radio buttons to indicate if Merge/Purge Plus should Add to the current priority, Subtract from the current priority, or Replace the priority of the record with missing elements.

5 If desired, specify instructions for Modify[ing] Priority of Resident Records.

6 Specify a Modification Value, from 1 to 9999, indicating the value you will use to change the priority of a Resident record.

7 Select one of the radio buttons to indicate if Merge/Purge Plus should Add to the current priority, Subtract from the current priority, or Replace the priority of the Resident record.

8 In the Additional Values to Add group, specify values to add to records who meet the criteria listed. In each case, you may specify a value from 1 to 999.

9 Click OK to save your changes and return to the primary Merge/Purge Plus window.



Defining Rules for Dropping Records from Clean Files

Use the Rules for Dropping Records From the Clean Files dialog box to identify the records that should not --- under any circumstances --- go to the clean file, even if they survive the duplicate/elimination process. If you do not change the default settings on this dialog box, Merge/Purge Plus will send at least one record from the duplicate group to the clean file.

Follow these instructions for defining the rules to use in determining those records to drop from the clean files.


Defining Rules for Dropping Records from Clean Files 4

1 From the Options menu, select Drop Records... The Rules for Dropping Records from the Clean Files dialog box appears.

2 Click the drop-down arrow to the right of the Records to Drop From Mail File list box to see a list of the types of records you can drop. Use the scroll bar to move up and down through the list of record types.

3 Highlight one of the record types to select it.

4 Click the drop-down arrow to the right of the Records to Drop From Extra File list box to see a list of the types of records you can drop. Use the scroll bar to move up and down through the list of record types.

5 Highlight one of the record types to select it.

6 Check the Write Records to Extra File in Extract Format check box, if desired.

7 Select one of the Records to Drop from Both Mail File and Extra File radio buttons. The options are:

Drop All But One Record From Each Duplicate Group: Retain one record from each duplicate group.

Drop All Records From Each Duplicate Group: Retain no records from a duplicate group.

Drop All Multi-Buyer Records: Retain no Multi-Buyer Records.




Defining the Processing Exit Routine

Use the Processing Exit Routine dialog box to specify the name of an exit routine to be called during the duplicate elimination step. You can also use this dialog box to specify at which point(s), during the duplicate elimination process, the exit routine is called. You define:

The exit name

If it is COBOL

When, during duplicate elimination, it is called

The parameter string to pass to the exit routine.

Follow these steps to define a processing exit routine that Merge/Purge Plus will call during the duplicate elimination process.

1 From the Options menu, select Processing Exit Routine... The Processing Exit Routine dialog box appears.


Defining the Processing Exit Routine 4

2 In the Name of Processing Exit Routine field, enter a maximum of 8 characters for the name of the processing exit you will define.

3 Mark the Exit Routine is in COBOL check box unless the exit routine is written in a language other than COBOL.

4 Check one or more boxes in the Call Exit Routine at Which Point(s) in Processing to indicate when Merge/Purge Plus should call the current exit.

Immediately After Reading Each Record from First Input File: Merge/Purge Plus calls the exit routine to begin processing just before the second input file is read.

Immediately After Reading Each Record from Second Input File: Merge/Purge Plus calls the exit routine to begin processing just before the third input file is read.

After Reading Each Record from Third Input File: Merge/Purge Plus calls the exit routine to begin processing just before writing to output files.

When a Duplicate Group has Been Identified and Completed: Merge/Purge Plus calls the exit routine to begin processing just before identifying the next duplicate group.

Just Before Each Pair of Records is Compared: Merge/Purge Plus calls the exit routine to begin processing just before comparing two records.

At the End of the Duplicate Elimination Step: Merge/Purge Plus calls the exit routine to begin processing just after duplicate elimination.

5 Specify the Parameter String to Pass to Exit Routine.

6 Click OK to save your changes and return to the primary Merge/Purge Plus window.



General Output Exit Routine

The Output Exit Routine dialog box allows you to specify a general output exit routine that will be called before each record is passed to the I/O routine that writes it to the output file. This exit routine is called for all records, regardless of the output file to which they are targeted. In cases where you have also specified an output exit routine that is specific to one output file, the record first goes to the exit routine. The exit routine will process the record and then pass it to Merge/Purge Plus. As a final step, Merge/Purge Plus passes the record to the specific exit routine for the specific file.

Use a General Output Exit Routine to process each output record before it is written to an output file. Follow the instructions below.

1 From the Options menu, select Output Exit Routine... The Output Exit Routine dialog box appears.

2 In the Name of Exit Routine field, enter the 8-character exit routine name.

This exit routine will be called just before Merge/Purge Plus is ready to write a record to any output file. Your exit routine must then process the record and pass the record back to Merge/Purge Plus. Merge/Purge Plus then either writes the record to the appropriate output file or pass the record to the processing exit routine.

3 Mark the Exit Routine is in COBOL check box unless the exit routine is written in a language other than COBOL.


Change Parser Names 4

4 In the Parameter String to Pass to Exit Routine field, enter the parameter information to pass to the output exit routine. Specify up to 63 characters to pass with the exit routine.

For more information about this field, please refer to the discussion of the EXITOP parameter record in your Merge/Purge Plus for Open Systems User's Guide.

5 Click OK to close this dialog box and return to the primary Merge/Purge Plus window.

Change Parser Names

Use the Change Parser Names dialog box to specify new names for the routines that Merge/Purge Plus will use to parse input records prior to the duplicate elimination step.

1 From the Options menu, select Change Parser Names... The Change Parser Names dialog box appears.

2 In the US Address Parser field, specify up to 8 characters.

3 In the Canadian Address Parser field, specify up to 8 characters.

4 In the Name Parser field, specify up to 8 characters.




Job Summary

The Job Summary dialog box allows you to view information pertaining to the open Merge/Purge Plus job.

To view a job summary, follow the instructions below:

1 From the Options menu, select Summary. The Job Summary dialog box appears.

2 The Description display field shows the description for the job.

3 The Files Code display field indicates the number of file codes you have defined for the job.

4 The Brokers display field shows the number of brokers defined for the job.

5 The Special Processing Defined display field indicates any special processing items you defined using the Merge/Purge Plus dialog boxes.

6 The Comparison Type list box shows the comparison types defined for the job, and the match level you require for each.



C H A P T E R 5

Selecting Report Options for Your Merge/Purge Plus Job

All options available under the Reports menu are discussed in this chapter.

Introduction to the Reports Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Selecting Basic Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Defining Report Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Limiting Records Processed for Reports . . . . . . . . . . . . . . . . . . . . . . . . . 5-4Selecting and Rejecting Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5

Defining Constant Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Defining Required Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8

Defining Options for Required Reports . . . . . . . . . . . . . . . . . . . . . . . . . 5-8Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9

Extract File Data Print Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10Report Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12

Duplicate Elimination Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12File Code Formatting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13

File Code/State Counts Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14Defining File Code/State Counts Options . . . . . . . . . . . . . . . . . . . . . . 5-14Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Match/Duplicate Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15Selecting Match/Duplicate Analysis Reports . . . . . . . . . . . . . . . . . . . . 5-15Report Formatting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17

Duplicate File Data Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18Defining Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18Report Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19Defining Exit Routines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21

Unmatched Duplicates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22Defining Printing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23


Selecting Report Options for Your Merge/Purge Plus Job5

Introduction to the Reports Menu

Options for defining constants, designating the header and footer text for basic reports, defining report formatting, and selecting the records for each report are provided under the Reports menu. Each of these options is described below. Although the menu options are discussed in the order in which they appear on the menu, similar options or options performing related tasks are grouped under the same heading.

Merge/Purge Plus report options have common screens with similar selections. This chapter describes those “common” screens and the options found in them in the Selecting Basic Report Options section that appears below. Options for all other reports are described under the menu in which they appear.

Selecting Basic Report Options

This section discusses common screens found in Merge/Purge reports. For detailed information about specific reports see detailed descriptions later in this chapter.

Defining Report Headers and Footers

The Headers and Footers for {Report Name} dialog box allows you to specify the text of any header or footer lines to print on all reports for a particular job. You may specify a date to print at the top of all reports. If you do not specify a date, Merge/Purge Plus prints the current system date on your reports. If you change nothing on this dialog box, no special headers and footers will be printed — only the system date will appear on your reports. Although all Header and Footers dialog boxes are the same, for this example, we are using the Header and Footers dialog box for Required Reports.


Selecting Basic Report Options 5

1 From the Reports menu, select Basic (Required) Reports... From the flyout menu that appears, choose Header and Footers... The Header and Footers for Required Reports dialog box appears.

2 In the Main Header field, enter the text that you want to appear at the top of each page of the reports for this job.

3 In the Date field, enter the date that you want to appear on the main header line of your reports. If you leave this field blank, Merge/Purge Plus prints the current system date.

4 In the Header Lines fields, enter the text you want Merge/Purge Plus to print below the main header line on your reports.

5 In the Footer Lines fields, enter the text you want Merge/Purge Plus to print at the bottom of your reports.

6 When you are satisfied with the header and footer information you have entered on this dialog box, click OK to return to the primary Merge/Purge Plus window.



Limiting Records Processed for Reports

Use the Limit Records for {Report Name} dialog box to specify the portion of the duplicate file records to print on the report. There are five ways to limit records. You can limit by:

ZIP Code/Postal Code

Skipping records

Maximum number of records to process

Maximum Number of Pages to Print

Sampling.

The Extract File Data Print, Duplicate File Data Print Analysis, and Unmatched Duplicates reports allow you to use all five options to limit records.

To limit records using all options:

(for this example we are using the Extract File Data Print report)

1 From the Reports menu, select Extract File Data Print. From the flyout menu that appears, choose Limit Records... The Limit Records For Extract File Data Print dialog box appears.


Selecting Basic Report Options 5

2 If you wish to Limit processing by ZIP Code/Postal Code, enter the lowest ZIP/Postal Code in the Starting ZIP/Postal Code field.

NOTE: Merge/Purge Plus assumes that you have sorted input records into ZIP Code/Postal Code sequence. Therefore, Merge/Purge Plus skips all records in the input file until it encounters the first record with a ZIP or Postal Code that is equal to or higher than your Starting ZIP/Postal Code. Similarly, when Merge/Purge Plus reaches the first record with a ZIP/Postal Code higher than the Ending ZIP/Postal Code, it stops reading input records.

3 Enter the highest ZIP/Postal Code in the Ending ZIP Code field.

4 If you wish to skip records at the beginning of the input file, enter the number of records to skip in the Number of Records to Skip field.

5 To process only a set number of records, selected in order from the beginning of the input file, enter that number in the Maximum Number of Records to Process field.

6 If you want to process an exact number of records, at evenly spaced intervals throughout the input file, enter the total number of input records in the Total Number of Records in File field, and enter the number of records to process in the Number of Records to Process field.


Selecting and Rejecting Records

You have the option of selecting or rejecting records based on their file codes. You can use the Select-Reject Records For {Report Name} dialog box to determine the records that should be included or excluded. Although all Select/Reject dialog boxes are the same, for this example we are using the Select-Reject Records for Extract File Data Print dialog box.



1 From the Reports menu, select Extract File Data Print. From the flyout menu that appears, choose Select/Reject Records by File Codes... The Select-Reject Records For Extract File Data Print dialog box appears.

2 In the File Code String field, enter the file code whose records you wish to include or exclude from this report.

3 In the Comparison Type group, select one of the radio buttons to include or exclude the records associated with the current file code string.

4 If necessary, modify the Location and Length fields to accommodate your file code string.

5 Click Add to place the current definition in the list box.

6 Repeat steps 3 through 5 to define up to 100 comparison strings.



Defining Constant Values 5

Defining Constant Values

You can specify constant values to print on the output lines of your reports. These constants will appear in the Duplicate File Data Print or the Extracted File Data Print Reports. You may specify up to nine constants. Follow the procedure below to define constant values.

1 From the Reports menu, select Define Constants... The Define Constants dialog box appears.

2 In the Value field, enter up to 10 characters to print on the Duplicate File Data Print or Extract File Data Print Reports.

3 Click Add to place this definition in the list box.

4 Repeat steps 2 and 3 to specify additional definitions.




Defining Required Reports

The Required Reports are simply the reports Merge/Purge Plus generates automatically and which cannot be suppressed. The following are considered Required Reports:

Job Request Summary report

Processing Exception report

Control Totals reports including:

— Totals by File Code

— Totals by State Counts

— Missing Element Analysis by File Code

Defining Options for Required Reports

You can use the Options for Required Reports dialog box to determine the format in which File Codes appear on your reports.

1 From the Reports menu, select Basic (Required) Reports... From the flyout menu that appears, choose Options... The Options for Required Reports dialog box appears.


Defining Required Reports 5

2 Mark one of the Report Format radio buttons to indicate how Merge/Purge Plus should list file codes on these reports.

3 Check the Suppress Records with Inactive File Codes check box to exclude those records from your reports.


Additional Options

The Required Reports menu also includes an option for defining headers and footers. For detailed information on how to define headers and footers, See “Selecting Basic Report Options” on page 5-2.



Extract File Data Print Report

The Extract File Data Print Report produces a listing of the extracted information (data that Merge/Purge Plus identifies from the original record for comparison purposes) from the records in your files. You can use this listing to determine why certain records in your files were or were not considered duplicates based on the comparison criteria Merge/Purge used.

Report Format Options

Use the Format Data for Extract File Data Print dialog box to define constants, print single constants or elements from the input file, and print a field that is in packed format in the input file.

1 From the Reports menu, select Extract File Data Print. From the flyout menu that appears, choose Format Report Data... The Format Data For Extract File Data Print dialog box appears.


Extract File Data Print Report 5

2 Select one of the Format Type radio buttons to describe the format you are defining.

NOTE: Depending upon the definition you specify, you will see a different dialog box. Therefore, you should review the explanation of the Unpack Data Fields dialog box, the Move Data Fields dialog box, and the Concatenate Data Fields dialog box. For this example we have selected the Move radio button.

3 Specify the Location and Length for the format data you are currently defining.

4 Click Add. The Move Data Fields dialog box appears.

5 Click the Location radio button if you want to define a starting location for the data you will move. Enter the location.



6 Check the Location Refers to Extract Area check box if this applies to the current data definition.

7 Click the Constant radio button if you want to define the move for a particular Constant value.

8 Click the drop-down arrow to view a list of defined constants, or click [Constants...] to return to the Define Constants dialog box.

9 Once you complete your definition, click OK to return to the Format Data for Extract File Data Print dialog box.

10 You will see your definition in the list box.

11 Repeat steps 3 through 10 to define additional data formats.


Additional Options

The Extract File Data Print menu also includes options for defining headers and footers, selecting and rejecting records by file code, and limiting records. For detailed information on these options, See “Selecting Basic Report Options” on page 5-2.

Duplicate Elimination Summary

The Duplicate Elimination Summary report summarizes information about the duplicate records in your files. The report lists, by file code and record type, the duplicate records marked for elimination.

File Code Formatting Options

Use the Duplicate Elimination Summary Options dialog box to determine the format and order in which file codes appear in your report. You also have the option of suppressing records with file codes that are designated as “purge” file codes or records with inactive file codes.


Duplicate Elimination Summary 5

1 From the Reports menu, select Duplicate Elimination Summary. From the flyout menu that appears, choose Options... The Duplicate Elimination Summary Options dialog box appears.

2 Turn on one of the Report Format radio buttons to indicate how Merge/Purge Plus should list file codes on these reports.

3 Check the Suppress Records with Purge File Codes check box to exclude those records from your report.

4 Check the Suppress Records with Inactive File Codes check box to exclude those records from your report.


Additional Options

The Duplicate Elimination Summary menu also includes options for defining headers and footers, selecting and rejecting records by file code, and limiting records. For detailed information on these options, See “Selecting Basic Report Options” on page 5-2.



File Code/State Counts Report

Using the State Counts by File Statistics file produced by MPP30, Merge/Purge Plus produces file code and state count reports in a variety of ways; one page per file code with states listed vertically, one page per state with the file codes listed vertically, and one page only with all file codes combined and the states listed vertically.

Defining File Code/State Counts Options

Use the File Codes/State Count Options dialog box to define the format for the File Code/State Counts Report. This dialog box allows you to specify whether or not to suppress records with purge file codes, so they do not show up on the File Code/State Counts Report.

1 From the Reports menu, select File Code/State Counts. From the flyout menu that appears, choose Options... The File Code/State Counts Options dialog box appears.

2 Select one of the Report Format radio buttons to describe the output of the File Code/State Reports data.

3 Select one of the Sort States by radio buttons to describe the order in which the states will be printed on the File Code/State Counts report.

4 Check the Suppress Records with Purge File Codes check box to keep these records from appearing on the File Code/State Counts report.



Match/Duplicate Analysis 5

Additional Options

The File Code/State Counts menu also includes options for defining headers and footers, selecting and rejecting records by file code, and limiting records. For detailed information on these options, See “Selecting Basic Report Options” on page 5-2.

Match/Duplicate Analysis

The Match/Duplicate Analysis report prints one page per file code and shows you statistics about matches between records with that file code and records with other file codes. In this report you can also see the number of records with a specific file code which were rejected, the priority of the file code, and the number of records with a specific file code which were put through List Conversion Plus.

Selecting Match/Duplicate Analysis Reports

Use the Choose Duplicate/Match Analysis Reports dialog box to choose the Duplicate/Match Analysis Reports to print for the current Merge/Purge Plus job.

1 From the Reports menu, select Match/Duplicate Analysis. From the flyout menu that appears, select Choose Reports... The Choose Duplicate/Match Analysis Reports to Print dialog box appears.

2 From the Print Which Reports group box, check one or more boxes to select Duplicate/Match Analysis Reports for the current Merge/Purge Plus job.




Report Formatting Options

Use the Duplicate/Match Analysis Reports Options dialog box to define the format and content of the Duplicate/Match Analysis Reports for the current Merge/Purge Plus job.

1 From the Reports menu, select Match/Duplicate Analysis. From the flyout menu that appears, choose Options... The Duplicate/Match Analysis Reports Options dialog box appears.

2 Select one of the Report Format radio buttons to describe the order in which the list codes will appear.

3 Select one of the Suppress Purge File Codes radio buttons to define when you want file codes to be purged.

4 Check the Suppress Records with Inactive File Codes check box to keep these records from appearing on the Match/Duplicate Analysis report.


Match/Duplicate Analysis 5

5 Check Count Multi-Buyers with Non-Purge File Codes to count multi-buyer records that were purged because their priority fell below the purge file code in a duplicate group. These records will be written to the multi-buyer file. The only exception would be if the purge file code priority was 0, which purges an entire duplicate group.

NOTE: The rest of the multi-buyer options would also have to be activated in order for this to take effect. In addition, you will have to include the extract in the same run as the Match Analysis Report.

6 Check the Suppress Blank Lines on Match Analysis Report check box if you don’t want blank lines in the report.

7 Enter a value between 0 to 9999 in the Match Analysis Minimum field to indicate a threshold for inclusion on the Duplicate/Match Reports.

8 Click OK to save this definition and return to the primary Merge/Purge Plus window.

Additional Options

The Match Duplicate Analysis menu also includes options for defining headers and footers, selecting and rejecting records by file code, and limiting records. For detailed information on these options, See “Selecting Basic Report Options” on page 5-2.



Duplicate File Data Print

The Duplicate File Data Print report shows you one line of data for all of the records in each duplicate group. You can establish a specific layout for this reports. Merger/Purge Plus prints records in your layout with a blank line between the last duplicate record of one duplicate group and the first record of the next duplicate group.

Defining Report Options

Use the Duplicate File Data Print Options dialog box to print a duplicate file data report, or to produce an input file for unmatched duplicates.

1 From the Reports menu, select Duplicate File Data Print. From the flyout menu that appears, choose Options... The Duplicate File Data Print Options dialog box appears.


Duplicate File Data Print 5

2 Select a file type from the File to Use as Input group box.

3 In the Type of Output to Produce group box, select which type of output you want to produce, either a printed report or an input file.

4 In the Duplicate Control Character Value That Indicates New Dup. Group text box, enter a number between 0 and 9 indicating the value which will signal the start of a new duplicate group.

5 Check the Print Single-Record Duplicate Groups check box if you want single-record duplicate groups to print.


Report Format Options

Use the Format Data for Duplicate File Data Print dialog box to define constants, print single constants or elements from the input file, and print a field that is in packed format in the input file.

1 From the Reports menu, select Duplicate File Data Print. From the flyout menu that appears, choose Format Report Data... The Format Data For Duplicate File Data Print dialog box appears.



2 Select one of the Format Type radio buttons to describe the format you are defining.

NOTE: Depending upon the definition you specify, you will see a different dialog box. Therefore, you should review the explanation of the Unpack Data Fields dialog box, the Move Data Fields dialog box, and the Concatenate Data Fields dialog box. For this example we have selected the Move radio button.

3 Specify the Location and Length for the format data you are currently defining.

4 Click Add. The Move Data Fields dialog box appears.

5 Click the Location radio button if you want to define a starting location for the data you will move. Enter the location.

6 Check the Location Refers to Extract Area check box if this applies to the current data definition.

7 Click the Constant radio button if you want to define the move for a particular Constant value.

8 Click the drop-down arrow to view a list of defined constants, or click [Constants...] to return to the Define Constants dialog box.

9 Once you complete your definition, click OK to return to the Format Data for Extract File Data Print dialog box.

10 You will see your definition in the list box.

11 Repeat steps 3 through 10 to define additional data formats.



Duplicate File Data Print 5

Defining Exit Routines

Use the Duplicate File Data Print Exit Routine dialog box to specify the name of an exit routine to be called after each record is processed and before the record is printed. You must indicate if the exit routine is written in COBOL, and you may supply parameter string information to pass to this exit routine.

1 From the Reports menu, select Duplicate File Data Print. From the flyout menu that appears, choose Exit Routine... The Duplicate File Data Exit Routine dialog box appears.

2 In the Name of Exit Routine field, specify up to 8 characters indicating the exit routine name.

3 Mark the Exit Routine is in COBOL check box if the exit routine you are defining is written in COBOL.

4 In the Parameter String to Pass field, specify up to 63 characters to pass with the exit routine.


Additional Options

The Duplicate File Data Print menu also includes options for defining headers and footers, selecting and rejecting records by file code, and limiting records. For detailed information on these options, See “Selecting Basic Report Options” on page 5-2.



Unmatched Duplicates

The Unmatched Duplicates report lists all the potential duplicates found in your files. Merge/Purge Plus considers “potential” duplicates all those records with the same elements. For example, Merge/Purge would consider the following records as potential duplicates:

CHRISTINE PALMER 1205 ROSEMONT LANE 19001

MRS MAXX PALMER 1205 ROSEMONT LN 19001

Some of the elements of name and address records are the same or similar and Merge/Purge tags them as potential duplicates.

Defining Printing Options

Use the Options for Unmatched Duplicates Report dialog box to specify the name of a duplicate file from a different Merge/Purge Plus job to compare with the duplicate file from the current Merge/Purge Plus job. You will specify the location and length of the data within the files to compare, and the location and length of the synchronization string within the records.

1 From the Reports menu, select Unmatched Duplicates. From the flyout menu that appears, choose Options... The Options for Unmatched Duplicates Report dialog box appears.


Unmatched Duplicates 5

2 Specify the Location and Length for the Comparison and Synchronization String definitions for the current job.

3 Select one of the Match Which Type of Records radio buttons.

4 Check the Run Report Twice... check box.


Additional Options

The Unmatched Duplicates menu also includes options for defining headers and footers, selecting and rejecting records by file code, and limiting records. For detailed information on these options, See “Selecting Basic Report Options” on page 5-2.




A P P E N D I X A

Parameter and Dialog Box Cross-Reference

This appendix describes which parameters are configured through which dialog boxes. The dialog boxes are listed in alphabetical order, followed by a table of parameters.

A table at the end of the chapter lists the parameter records in alphabetical order, indicating through which dialog box each parameter is configured.

Parameters by Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3Data Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3

Assign File Codes to Brokers . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3Broker Names and Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4Change File Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5File Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6Define File Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7Input Address Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8Input Gender Treatment . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9Input Name Treatment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10Input Record Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11Input ZIP Code/Postal Code Format . . . . . . . . . . . . . . . . . . . A-12Memory Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-13Post Sequence Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-15Posting Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16Sequence Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17Unknown File Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-18

Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19Change Parser Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19Drop Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-20Force Unique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21Limit Multi-Buyer Compare . . . . . . . . . . . . . . . . . . . . . . . . . . A-22Limit Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-23Modify Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-24Output Exit Routine . . . . . . . . . . . . . . . . . . . . . . . . . . A-25Processing Exit Routine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-26Survivor Algorithms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-27Survivor Comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-28

Using Merge/Purge Plus with Dispatcher4 A-1

Parameter and Dialog Box Cross-ReferenceA

Reports Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-29Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-29Header and Footer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30Format Report Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31Select and Reject by File Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32Limiting Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33File Code/State Counts Options . . . . . . . . . . . . . . . . . . . . . . A-34Choose Reports for Match/Duplicate Analysis . . . . . . . . . . . . . A-35Duplicate/Match Analysis Report Options . . . . . . . . . . . . . . . . A-36Duplicate File Data Print Options . . . . . . . . . . . . . . . . . . . . . . . A-37Duplicate File Data Print Exit Routine . . . . . . . . . . . . . . . . . . . A-38Options for Unmatched Duplicates Report . . . . . . . . . . . . . . . . . A-39

Dialog Boxes by Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-40

A-2 Release 6.5.0/November 2006

Parameters by Dialog Box A

Parameters by Dialog Box

A screen shot of each dialog box in the Merge/Purge Plus GUI is presented. In the screen shot, all the fields and options of the dialog box are numbered. Each field is explained on the table that appears below the screen shot.

Screen shots are displayed in alphabetical order within the menu category in which they appear.

Data Menu

Assign File Codes to Brokers

3

4

1

2



Broker Names and Codes

Table A-1: Assign File Codes to Brokers — Parameter Records by Field

FieldParameter Record Position Content

1 BROKER 18-26, 28-36, 38-46, 48-56, 58-66

your entry

2 BRNAME 18-37 your entry

3 FLCODE 18-26, 28-36, 38-46, 48-56, 58-66

your entry


Table A-2: Broker Names and Codes — Parameter Records by Field




1

2



Change File Codes

Table A-3: Change File Codes — Parameter Records by Field


1 CHANGE 8-16 your entry

2 CHANGE 20-28 your entry

3 MULTIB 8-16 your entry

4 CHANGE 17 X or blank

5 CHANGE 18 A

6 CHANGE 18 B

7 CHANGE 18 C

1

2

3 4

5 6 7



File Codes

Table A-4: File Codes — Parameter Records by Field


1 FLCODE 8 C

2 FLCODE 8 P

3 FLCODE 8 B

4 FLCODE 8 F

5 FLCODE 10-12 your entry

6 FLCODE 14 your entry;

Maximums C=9, P=5, B=2, F=1

1

2

3

4

5 6



Define File Codes

This dialog box appears when you click Add on the File Code dialog box.

Table A-5: Define File Codes — Parameter Records by Field (Part 1 of 2)


1 FLCnnn 8-16 your entry



4 FLCnnn 18 blank

5 FLCnnn 18 P

6 FLCnnn 18 S

7 FLCnnn 21 blank

8 FLCnnn 21 A

9 FLCnnn 21 B

10 FLCnnn 21 C

11 FLCnnn 19 X or blank

12 FLCnnn 20 blank

1

3

2

456

7

8910

11

121314

15161718



Input Address Format

13 FLCnnn 20 I

14 FLCnnn 20 R

15 FLCnnn 44 blank

16 FLCnnn 44 M

17 FLCnnn 44 E

18 FLCnnn 44 X

Table A-5: Define File Codes — Parameter Records by Field (Part 2 of 2)


Table A-6: Input Address Format — Parameter Records by Field (Part 1 of 2)


1 ADDRDF 8 M

2 ADDRDF 8 F

3 ADDRDF 8 L

4 ADDRDF 8 I

5 ADDRDF 8 Z

1

2

3

4

5

6

7

8



Input Gender Treatment

6 ADDRDF 52 X

7 ADDRDF 52 U

8 ADDRDF 52 C

Table A-7: Input Gender Treatment — Parameter Records by Field


1 GNDSEX 1-6

2 GNDSEX 8-10 your entry

3 GNDSEX 16 blank

4 GNDSEX 16 X

5 GNDSEX 16 A

6 GNDSEX 18-20 your entry

Table A-6: Input Address Format — Parameter Records by Field (Part 2 of 2)


1 2

3 4 5

6



Input Name Treatment

Table A-8: Input Name Treatment — Parameter Records by Field


1 NAMEDF 57 blank

2 NAMEDF 57 N

3 NAMEDF 57 C

1 2 3



Input Record Sequence

Table A-9: Input Record Sequence — Parameter Records by Field


1 MERGES 8-10, 15-17, 22-24, 29-31, 36-38, 43-45, 50-52, 57-59, 64-66, 71-73

your entry

2 MERGES 12-13, 19-20, 26-27, 33-34, 40-41, 47-48, 54-55, 61-62, 68-69, 75-76

your entry

3 MERGES 11, 18, 25, 32, 39, 46, 53, 60, 67, 74

your entry

1 2 3



Input ZIP Code/Postal Code Format

Table A-10: Input ZIP Code/Postal Code Format — Parameter Records by Field


1 ZPCODE 8 M

2 ZPCODE 8 P

3 ZPCODE 8 F

1 2 3



Memory Load

Table A-11: Memory Loads — Parameter Records by Field (Part 1 of 2)


1 BRKLEN 8 your entry

2 LDLIM 8-10 your entry

3 KEYLEN 8 your entry

12

3

4 5



4 BRKFLD 7-10, 11-13, 14-16, 17-19, 20-22, 23-25, 26-28, 29-31, 32-24, 35-37, 37-40, 41-43, 44-46, 47-49, 50-52, 53-55, 56-58, 59-61, 62-64, 65-67

First two characters in set are the segment definition.

5 BRKFLD 7-10, 11-13, 14-16, 17-19, 20-22, 23-25, 26-28, 29-31, 32-24, 35-37, 37-40, 41-43, 44-46, 47-49, 50-52, 53-55, 56-58, 59-61, 62-64, 65-67

Last character in set X or blank

Table A-11: Memory Loads — Parameter Records by Field (Part 2 of 2)




Post Sequence Number

Table A-12: Post Sequence Number — Parameter Records by Field


1 SEQUN 6 D

2 SEQUN 6 M

3 SEQUN 6 E

4 SEQUN 8-10 your entry

5 SEQUN 12 your entry

6 SEQUN 14 C

7 SEQUN 14 P



1 2 3

4

5

6 7

8 9



Posting Details

Table A-13: Define Posting Details — Parameter Records by Field (Part 1 of 2)


1 POST 8 M

2 POSt 8 A

3 POST 8 R

4 POST 8 O

5 POST 47-49 your entry


7 POST 54 B, C, P

8 POST 56 X, blank



11 POST 31 B, C, P

12 POST 33 your entry


1 2 3 4

56

7

8

9

1011

12 13

14

15 16

17



Sequence Error





Table A-14: Sequence Error Treatment — Parameter Records by Field


1 SEQERR 8 E

2 SEQERR 8 B

3 SEQERR 8 C

4 SEQERR 8 I

5 SEQERR 8 O

Table A-13: Define Posting Details — Parameter Records by Field (Part 2 of 2)


1

2

3

4

5



Unknown File Codes

Table A-15: Treatment of Records with Unknown File Codes — Parameter Records by Field


1 FLCOUT 10 blank

2 FLCOUT 10 I

3 FLCOUT 10 X

1

2

3



Options Menu

Change Parser Names

Table A-16: Change Parser Names — Parameter Records by Field


1 MPMODS 8-15 your entry



1

2 3



Drop Records

Table A-17: Rules for Dropping Records from the Clean Files — Parameter Records by Field


1 SUROPT 10 M, N, S, I, D, U, or blank

2 SUROPT 12 M, N, S, I, D, U, or blank

3 SUROPT 14 X or blank

4 SUROPT 8 N

5 SUROPT 8 E

6 SUROPT 8 M

1

2

3

4 5 6



Force Unique

Table A-18: Force Records to Be Unique — Parameter Records by Field


1 CMPLIM 11 your entry

2 CMPLIM 13 your entry

3 CMPLIM 8-9 NE

4 CMPLIM 8-9 EQ

5 CMPFLD 8-10 your entry

6 CMPFLD 12-13 your entry

7 CMPFLD 22 X or blank

8 CMPFLD 20 X or blank

9 CMPFLD 15-16 NE

10 CMPFLD 15-16 EQ

11 CMPFLD 18 D

12 CMPFLD 18 U

1 2

3 4

5 6 7 8

9 10 11 12



Limit Multi-Buyer Compare

Table A-19: Limit Multi-Buyer Comparisons to Portion of File Code — Parameter Records by Field


1 MLTLIM 8 your entry

2 MLTLIM 10 your entry

1 2



Limit Records

Table A-20: Limit Records to Process — Parameter Records by Field


1 HEADER 60-65 your entry


3 RECLIM 8-16 your entry


5 FILEDF 58-64 your entry

6 FILEDF 66-72 your entry

1

2

3

4

5

6



Modify Priorities

Table A-21: Modify Priorities — Parameter Records by Field (Part 1 of 2)


1 PRIORT 21-24 your entry

2 PRIORT 20 +

3 PRIORT 20 -

4 PRIORT 20 R


6 PRIORT 14 +

7 PRIORT 14 -

8 PRIORT 14 R







1

2 3 4

5

6 7 8

9 10 11

12

13

14

15 16



Output Exit Routine



Table A-22: Output Exit Routine — Parameter Records by Field


1 EXITOP 8-15 your entry

2 EXITOP 17 C or blank


Table A-21: Modify Priorities — Parameter Records by Field (Part 2 of 2)


1

2

3



Processing Exit Routine

Table A-23: Processing Exit Routine — Parameter Records by Field


1 PEXITS 8-15 your entry

2 PEXITS 17 C or blank

3 PEXITS 19 A or blank

4 PEXITS 21 B or blank

5 PEXITS 23 C or blank

6 PEXITS 25 D or blank

7 PEXITS 27 L or blank

8 PEXITS 29 X or blank

9 PEXITS 31-80 your entry

1 2

3

4 5 6 7 8

9



Survivor Algorithms

Table A-24: Survivor Algorithms


1 PRIORT 8 blank

2 PRIORT 8 P

3 PRIORT 8 R

4 PRIORT 8 S

5 PRIORT 8 M


7 PRIORT 7 blank

8 PRIORT 7 P

1 2 3 4 5

6

7 8



Survivor Comparisons

Table A-25: Survivor Comparisons — Parameter Records by Field


1 SURVIV 8 S

2 SURVIV 8 U

3 SURVIV 10 M

4 SURVIV 10 F

5 SURVIV 12-14 your entry


7 SURVIV 19-20 EQ, NE, GT, LT, GE, LE, MN, or MX


1 2

3 4

5 6

7

8



Reports Menu

Report Options

Although this selection appears in and is the same for the Required Reports and the Duplicate Elimination Summary reports, it is only explained once.

Table A-26: Options for Required Reports — Parameter Records by Field


1 REPORT 14 blank

2 REPORT 14 A

3 REPORT 14 p

4 REPORT 14 D

5 REPORT 10 X or blank

1 2

3

4

5



Header and Footer

Although the Headers and Footers option appears in and is the same for the Extract File Data Print, the Duplicate Elimination Summary, the File Code/State Counts, the Match/Duplicate Analysis, the Duplicate File Data Print, and the Unmatched Duplicates reports, it is only explained once.

1

2

3

4

5

Table A-27: Header and Footer for Required Reports




3 UHDxx 7-72 your entry

4 UFTxx 7-72 your entry

5 PAGESZ 8-10 your entry



Format Report Data

Although the Report Format Data option appears in and is the same for the Extract File Data Print and the Duplicate File Data Print reports, it is only explained once.

Table A-28: Format Data for Extract File Data Print


1 MOVE 1-4

2 UNPKxx 1-6

3 FORMAT 1-6

4 MOVE

UNPKxx

FORMAT

8-10

8-10

10-12

your entry

5 MOVE

UNPKxx

FORMAT

12-13

12-13

14-15

your entry

1

2 3

4

5



Select and Reject by File Code

Although the Select and Reject by File Codes option appears in and is the same for the Extract File Data Print, the Duplicate Elimination Summary, the File Code/State Counts, the Match/Duplicate Analysis, and the Duplicate File Data Print reports, it is only explained once.

1 2

3

4

5

Table A-29: Select-Reject Records for Extract File Data Print — Parameter Records by Field


1 FLCSEL

FLCREJ

12-20, 22-30, 32-40, 42-50, 52-60, 62-70

your entry

2 FLCSEL 1-6

3 FLCREJ 1-6

4 FLCSEL

FLCREJ

8 your entry

5 FLCSEL

FLCREJ

10 your entry



Limiting Records

Although the Limit Records option appears in and is the same for the Extract File Data Print, the Duplicate File Data Print, and the Unmatched Duplicates reports, it is only explained once.

Table A-30: Limit Records for Extract File Data Print — Parameter Records by Field







6 NTHSEL 12-14 INC

7 NTHSEL 12-14 EXC

8 NTHSEL 8-10 your entry



1 2

3

4

5

6

7 8

9

10



File Code/State Counts Options

Table A-31: File Code/State Counts Option — Parameter Records by Field


1 REPORT 14 F

2 REPORT 14 S

3 REPORT 14 T

4 REPORT 15 blank

5 REPORT 15 A


1

2 3

4 5

6



Choose Reports for Match/Duplicate Analysis

Table A-32: Choose Reports for Match/Duplicate Analysis — Parameter Records by Field


1 Control Totals are generated automatically.





1 2 3 4 5



Duplicate/Match Analysis Report Options

Table A-33: Duplicate/Match Analysis Report Option — Parameter Records by Field


1 REPORT 14 blank

2 REPORT 14 A

3 REPORT 14 P

4 REPORT 14 D

5 REPORT 8 blank

6 REPORT 8 Z

7 REPORT 8 X

8 REPORT 8 Y


10 DUPREC 31 X or blank


12 REPORT 47-50 your entry

1

2

3

4

5

6

7

8

9

10

11

12



Duplicate File Data Print Options

Table A-34: Duplicate File Data Print Options — Parameter Records by Field


1 MPP60 MPPDUPS

2 MPP60 MPPMAIL

3 MPP60 MPPEXTRA

4 FILEDEF 8-15 MPPDPRT

5 FILEDF 8-15 MPPINPR

6 DUPCTL 24 your entry

7 DUPCTL 26 X or blank

1

2

3

4

5

6

7



Duplicate File Data Print Exit Routine

Table A-35: Duplicate File Data Print Exit Routine — Parameter Records by Field



2 EXITOP 17 C or blank


1

2

3



Options for Unmatched Duplicates Report

Table A-36: Options for Unmatched Duplicates Report —Parameter Records by Field


1 COMPAR 8-10 your entry

2 COMPAR 12-14 your entry

3 SYNCHS 8-10 your entry

4 SYNCHS 12-13 your entry

5 DUPCTL 28 blank

6 DUPCTL 28 X

1

2

3

4

5 6



Dialog Boxes by Parameters

The following table lists all parameters configured through the Merge/Purge Plus GUI, indicating through which dialog box each parameter is configured. The “Menu” column lists the menu from which the respective dialog box can be accessed in the Merge/Purge Plus GUI.

Table A-37: Dialog Boxes by Parameters (Part 1 of 7)

Parameter Positions Associated Dialog Box Menu

BROKER 8-16 Broker Names and Codes Data

BRNAME 18-37 Broker Names and Codes Data

FLCODE 18-26, 28-36, 38-46, 48-56, 58-66

Assign File Codes to Brokers Data

CHANGE 8-16 Change File Codes Data

CHANGE 20-28 Change File Codes Data

CHANGE 17 Change File Codes Data

CHANGE 18 Change File Codes Data

FLCODE 8 File Codes Data

FLCODE 10-12 FIle Codes Data

FLCODE 14 File Codes Data

ADDRDF 8 Input Address Format Data

ADDRDF 52 Input Address Format Data

GNDSEX 16 Input Gender Treatment Data

GNDSEX 18-20 Input Gender Treatment Data

NAMEDF 57 Input Name Treatment Data

MERGES 8-10, 15-17, 22-24, 29-31, 36-38, 43-45, 50-52, 57-59, 64-66, 71-73

Input Record Sequence Data

MERGES 12-13, 19-20, 26-27, 33-34, 40-41, 47-48, 54-55, 61-62, 68-69, 75-76


MERGES 11, 18, 25, 32, 39, 46, 53, 60, 67, 74


ZPCODE 8 Input ZIP/Postal Code Format Data

BRKLEN 8 Memory Load Data

LDLIM 8-10 Memory Load Data


Dialog Boxes by Parameters A

BRKFLD Memory Load Data

SEQUN 8-10 Add Sequence Numbers to Output Records

Data

SEQUN 12 Add Sequence Numbers to Output Records

Data

SEQUN 14 Add Sequence Numbers to Output Records

Data


Data


Data

POST 8 Define Posting Details Add button on Post Data to Surviving Record screen

POST 47-49 Define Posting Details Add button on Post Data to Surviving Record screen

















SEQERR 8 Sequence Error Data

FLCOUT 10 Treatment of Records with Unknown File Codes

Data

MPMODS 8-15 Change Parser Names Options



SUROPT 10 Rules for Dropping Records from the Clean Files

Options


Options


Options


Options

CMPLIM 11 Force Records to be Unique Options

CMPLIM 13 Force Records to be Unique Options

CMPLIM 8-9 Force Records to be Unique Options

CMPFLD 8-10 Force Records to be Unique Options


CMPFLD 22 Force Records to be Unique Options




MLTLIM 8 Limit Multi-Buyer Comparisons to Portion of File Code

Options

MLTLIM 10 Limit Multi-Buyer Comparisons to Portion of File Code

Options





HEADER 60-65 Limit Records to Process Options

HEADER 67-72 Limit Records to Process Options

RECLIM 8-16 Limit Records to Process Options

RECLIM 18-26 Limit Records to Process Options

FILEDF 58-64 Limit Records to Process Options

FILEDF 66-72 Limit Records to Process Options

PRIORT 21-24 Modify Priorities Based on Record Content

Options

PRIORT 20 Modify Priorities Based on Record Content

Options


Options

PRIORT 14 Modify Priorities Based on Record Content

Options


Options


Options


Options


Options


Options


Options


Options


Options

EXITOP 8-15 Output Exit Routine Options

EXITOP 17 Output Exit Routine Options

EXITOP 18-80 Output Exit Routine Options

PEXITS 8-15 Processing Exit Routine Options

PEXITS 17 Processing Exit Routine Options











PEXITS 31-80 Processing Exit Routine Options

PRIORT 8 Algorithms for Determining Survivor Record

Options

PRIORT 10-12 Algorithms for Determining Survivor Record

Options

PRIORT 7 Algorithms for Determining Survivor Record

Options

SURVIV 8 Determining Survivor Record by Comparison

Options

SURVIV 10 Determining Survivor Record by Comparison

Options

SURVIV 12-14 Determining Survivor Record by Comparison

Options


Options


Options


Options

REPORT 14 Options for Required Reports Reports

REPORT 10 Options for Required Reports Reports

HEADER 19-58 Header and Footer Reports

HEADER 8-17 Header and Footer Reports

UHDxx 7-72 Header and Footer Reports

UFTxx 7-72 Header and Footer Reports

PAGESZ 8-10 Header and Footer Reports

FLCSEL

FLCREJ

12-20, 22-30, 32-40, 42-50, 52-60, 62-70

Select-Reject Records Reports

FLCSEL 1-6 Select-Reject Records Reports





FLCSEL

FLCREJ

8 Select-Reject Records Reports

FLCSEL

FLCREJ

10 Select-Reject Records Reports

HEADER 60-65 Limit Records for... Reports

HEADER 67-72 Limit Records for... Reports

REPORT 14 File Code/State Counts Options Reports




REPORT 16 Choose Duplicate/Match Analysis Reports to Print

Reports


Reports


Reports


Reports

REPORT 14 Duplicate/Match Analysis Reports Options

Reports


Reports


Reports


Reports

REPORT 47-50 Duplicate/Match Analysis Reports Options

Reports

FILEDF 8-15 Duplicate File Data Print Options Reports

DUPCTL 24 Duplicate File Data Print Options Reports

DUPCTL 26 Duplicate File Data Print Options Reports

DUPREC 31 Duplicate/Match Analysis Reports Options

Reports

COMPAR 8-10 Options for Unmatched Duplicates Report

Reports





COMPAR 12-14 Options for Unmatched Duplicates Report

Reports

SYNCHS 12-13 Options for Unmatched Duplicates Report

Reports

DUPCTL 28 Options for Unmatched Duplicates Report

Reports




A P P E N D I X B

Merge/Purge Field Labels

This appendix describes the field labels used in Merge/Purge.

Input File Field Labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2Output File Definition Field Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-3

Using Merge/Purge Plus with Dispatcher4 B-1

Merge/Purge Field LabelsB

Input File Field Labels

In Dispatcher4, there are predefined field labels, that is, labels that Merge/Purge Plus requires you use to identify the fields found in your input file. In the File Format Module dialog box you can define the fields found in your input file by clicking on the Name and ID fields. For some input fields, the Name field entry can be user defined, but the ID must be selected from the options provided in the program.

The following table is an overview of the input file field labels for Merge/Purge Plus.

Table B-38: Merge/Purge Input File Labels (Part 1 of 2)

Name Field Merge/Purge Plus ID Purpose Parameter Description

* Address 1 Defines input address line 1

ADDRDF


ADDRDF


ADDRDF


ADDRDF


ADDRDF


ADDRDF

* City Defines input city ADDRDF

* State Defines input state ADDRDF

* ZIP Code Defines ZIP Code ZPCODE ZIP and ZIP+4 defined as a single field

* Name Defines input name NAMEDF Title of Respect

* Name 2 Defines input name NAMEDF First Name

* Name 3 Defines input name NAMEDF Middle Name/Initial

* Name 4 Defines input name NAMEDF Last Name

* Name 5 Defines input name NAMEDF Maturity Suffix

* Name 6 Defines input name NAMEDF Professional Suffix

* Alternate Name Defines input alternate name

NAMEDF (Cols. 50-52)

Alternate name used if any of the primary name fields are blank

Gender Code Gender Code Defines input gender code

GNDSEX

B-2 Release 6.5.0/November 2006

Output File Definition Field Labels B

* The Name label can be the same as the ID label or it can be user defined.

Output File Definition Field Labels

Output field labels are used to describe the fields found in the Duplicates and the Mail (or clean) file generated by Merge/Purge after processing.

The following table is an overview of the input file field labels for Merge/Purge Plus.

Sex Code Custom Field Defines input sex code GNDSEX There is no predefined label for this field

List Code List Code Defines list (file) codes FLCODE

Piece ID Piece ID Defines Piece ID for MailStream Plus

P ATTR Add if linking to MSP step in job

Table B-38: Merge/Purge Input File Labels (Part 2 of 2)

Name Field Merge/Purge Plus ID Purpose Parameter Description

Table B-39: Merge/Purge Output File Definition Field Labels (Part 1 of 2)

Merge/Purge Plus ID Purpose Parameter Descriptions

File (List) Code Posts file/list code data to output

FLCOUT File/List Code - Maximum of 9 characters.

Output ID and Name Field label=List Code

Priority Number Posts priority data to output

FLCOUT Priority Number - Maximum 4 digits

Uniqueness Number Posts data to output CLNREC

DUPREC

Duplicate group unique code number - Maximum 8 digits

Selection Indicator Posts data to output CLNREC

DUPREC

Selection indicator - Maximum 1 character (multi, single buyer/survivor, dropped)

Multi-Buyer Level Posts data to output CLNREC

DUPREC

Code indicating the multi-buyer level - Maximum 2 characters

Number of Duplicates Posts data to output CLNREC

DUPREC

Number of records in duplicate group - Maximum 4 digits

Duplicate Control Character Posts data to output DUPCTL Code indicating that the record is the first one in the duplicate group.

Duplicate Driver Indicator Posts data to output DUPCTL Duplicate driver indicator - Maximum 1 character

Using Merge/Purge Plus with Dispatcher4 B-3

Merge/Purge Field LabelsB

Base Duplicate Class Posts data to output DUPCTL Degree of match between record and driver record - Maximum 2 characters

Individual Duplicate Class Posts data to output DUPCTL Degree of match of individual name between record and driver record - Maximum 1 character

Overflow Indicator Posts output to data CLNREC

DUPREC

Indicates if the record was in a memory overflow

Table B-39: Merge/Purge Output File Definition Field Labels (Part 2 of 2)

Merge/Purge Plus ID Purpose Parameter Descriptions

B-4 Release 6.5.0/November 2006

Index

AAdditional Files

Set-up, 1-9Additional Options

Dupl, 5-21Duplicate Elimination Summary, 5-13Extract File Data Print Report, 5-12File Code/State Counts Report, 5-15Match/Duplicate Analysis Reports, 5-17Required Reports, 5-9Unmatched Duplicates Report, 5-23

AlgorithmsSurvivor Records, 4-9

Apartment NumberComparison Settings, 2-14

Assign File CodesBrokers, 3-17

Assign File Codes to BrokersParameters, A-3

BBasic Report Options, 5-2

Headers and Footers, 5-2Limit records

By Multiple Options, 5-4Limiting Records, 5-4Selecting and Rejecting Records, 5-5

Broker Names, 3-15Broker Names and Codes

Defining, 3-15Brokers

Assign File Codes, 3-17

CChange File Codes, 3-14

Parameters, A-5Change Parser Names, 4-17

Parameters, A-19Choose Reports for Match/Duplicate Analysis

Parameters, A-35Clean Files

Rules for Dropping Records, 4-12Comments, sending to Group 1, xviComparison Settings

Define, 2-4Comparisons

Apartment Number, 2-14General Address, 2-15House Number, 2-9Household, 2-16Individual Name, 2-8Overall, 2-17Post Office Box, 2-12Resetting

Multiple, 2-19Single, 2-20

Resident, 2-18Rural Route, 2-13Street Name, 2-10Surname, 2-6ZIP/Postal Code, 2-5

Constant Values, 5-7Conventions used in this guide, xiiCustomer Support. See Technical Support

DData Menu

Assign File Codes BrokersParameters, A-3

Broker Names and CodesParameters, A-4

Change File CodesParameters, A-5

Define File Codes, A-7File Codes

Parameters, A-6Input Address Format

Parameters, A-8

Using Merge/Purge Plus with Dispatcher4 IX-1

IndexIX

Input Gender TreatmentParameters, A-9

Input Name TreatmentParameters, A-10

Input Record SequenceParameters, A-11

Input ZIP Code/Postal Code FormatParameters, A-12

Memory LoadParameters, A-13

Options, 3-2Input File Treatment, 3-2

Parameters, A-3Post Sequence Number

Parameters, A-15Posting Details

Parameters, A-16Sequence Error

Parameters, A-17Unknown File Codes

Parameters, A-18Define Surname/Company Name Comparison Dialog Box,

2-6Defining Broker Names and Codes

Parameters, A-4Defining Input Fields, 1-5Defining Memory load Requirements, 3-9Defining Uniqueness Criteria, 4-6Dialog Boxes by Parameters, A-40Dispatcher4

Defining Additional Files, 1-9File Format Module, 1-4Input File Set-up, 1-3Job Set-up, 1-2Output File Set-up, 1-8

Drop RecordsParameters, A-20

Dropping RecordsRules, 4-12

Duplicate Elimination Summary, 5-12Additional Options, 5-13File Code

Formatting Options, 5-12Duplicate File Data Print Exit Routine

Parameters, A-38Duplicate File Data Print Options

Parameters, A-37Duplicate File Data Print Report, 5-18

Additional Options, 5-21

Exit Routines, 5-21Formatting Options, 5-19Options, 5-18

Duplicate/Match Analysis Report OptionsParameters, A-36

EElements

Merge/Purge Primary Window, 2-2Enhancements, requesting for this product, xviError

Sequence, 3-26eService, xivExit Routine

General Output, 4-16Exit Routines

Duplicate File Data Print Report, 5-21Extract File Data Print Report, 5-10

Additional Options, 5-12Format Options, 5-10

FFile Code

Formatting Options, 5-12File Code/State Count

Options, 5-14File Code/State Counts Options

Parameters, A-34File Code/State Counts Report, 5-14

Additional Options, 5-15Options, 5-14

File CodesParameters, A-6

File Format Module, 1-5Defining Input Fields, 1-5

Finding the information you need, xiForce Unique

Parameters, A-21Forcing Unique Records, 4-6Format Report Data

Parameters, A-31Formatting

Input Address, 3-2Formatting Options

IX-2 Release 6.5.0/November 2006

IX

Duplicate Elimination Summary ReportFile Code, 5-12

Duplicate File Data Print Report, 5-19Extract File Data Print Report, 5-10File Code, 5-12Match/Duplicate Analysis Reports, 5-16

FormattngInput ZIP Code/Postal Code, 3-4

GGeneral Address

Comparison Settings, 2-15General Output Exit Routine, 4-16

HHeader and Footer

Parameters, A-30Headers and Footers, 5-2Help

getting, xivHouse Number

Comparison Settings, 2-9Household

Comparison Settings, 2-16

Iicate File Data Print Report, 5-21If you need more help, xivIndividual Name

Comparison Settings, 2-8Input Address Format

Input File Treatment Option, 3-2Parameters, A-8

Input FileSet-up in Dispatcher4, 1-3

Input File CodesChanging, 3-14Defining, 3-11Format and Location, 3-11Unknown Codes

Treatment, 3-13

Input File TreatmentInput Gender Code Treatment, 3-6Input Record Sequence, 3-8Options, 3-2

Input Address Format, 3-2Input Name Treatment, 3-5Input ZIP CODE/Postal Code Format, 3-4

Input Gender Code Treatment, 3-6Input Gender Treatment

Parameters, A-9Input Name Treatment, 3-5

Parameters, A-10Input Name Treatment Dialog Box, 3-5Input Record

Formatting, 2-3Input Record Sequence, 3-8

Parameters, A-11Input Records

Limiting, 4-2By Skipping Records, 4-3By ZIP/Postal Code, 4-4Criteria, 4-2Sampling, 4-5

Input ZIP Code/Postal Code Format, 3-4Parameters, A-12

Input ZIP Code/Postal Code Format Dialog Box, 3-4

JJob Set-up

Dispatcher4, 1-2Job Summary, 4-18

LLayout

Output Records, 3-18Limit Multi-Buyer Compare

Parameters, A-22Limit Multi-Buyer Comparisons, 4-5Limit Multi-Buyer Comparisons to Portion of File Code

Dialog Box, 4-5Limit Processing

By Skipping Input Records, 4-3By ZIP/Postal Code, 4-4To Sample, 4-5


IndexIX

Limit RecordsParameters, A-23

Limiting Input Records, 4-2By Skipping Records, 4-3By ZIP/Postal Code, 4-4Criteria, 4-2Sample, 4-5

Limiting ProcessingMulty-Buyer Comparisons, 4-5

Limiting Processing for Duplicate File Data Prints, 4-5Limiting Records

In Reports, 5-4Parameters, A-33

MMatch/Duplicate Analysis

Selecting Reports, 5-15Match/Duplicate Analysis Report, 5-15Match/Duplicate Analysis Reports

Additional Options, 5-17Formatting Options, 5-16

Memory LoadParameters, A-13

Memory Load RequirementsDefinining, 3-9

Merge/Purge ComparisonsSettings

Post Office Box, 2-12Street Name, 2-10

Merge/Purge PlusComparison Settings, 2-3Define, -xFormat Input Record, 2-3Overall Comparison Settings, 2-17Primary Window

Elements, 2-2Merge/Purge Plus Comparisons

Resetting, 2-19Multiple Comparisons, 2-19Single Comparisons, 2-20

SettingsApartment Number, 2-14Default Values, 2-4Define, 2-4General Address, 2-15House Number, 2-9Household, 2-16

Individual Name, 2-8Resident, 2-18Rural Route, 2-13Surname, 2-6ZIP/Postal Code, 2-5

Modify PrioritiesParameters, A-24

Modify Priority Based on Record Content Dialog Box, 4-10Multiple Comparisons

Resetting, 2-19

OObtaining additional user’s guides, xvOptions

Duplicate File Data Print Report, 5-18File Code/State Counts, 5-14Required Reports, 5-8

Options for Unmatched Duplicates ReportParameters, A-39

Options Menu, 4-2Change Parser Names

Parameters, A-19Drop Records

Parameters, A-20Force Unique

Parameters, A-21Limit Multi-Buyer Compare

Parameters, A-22Limit Records

Parameters, A-23Limiting Input Records, 4-2Modify Priorities

Parameters, A-24Output Exit Routine

Parameters, A-25Parameters, A-19Processing Exit Routine

Parameters, A-26Survivor Algorithms

Parameters, A-27Survivor Comparisons

Parameters, A-28Output Exit Routine

Parameters, A-25Output File

Set-up, 1-8Output Records, 3-18


IX

Adding Sequence Numbers, 3-25Layout, 3-18

Overall Comparison Settings, 2-17

PParameters

File CodesDefine, A-7

Parameters by Dialog Box, A-3Parser Names

Change, 4-17Post Office Box

Comparison Settings, 2-12Post Sequence Number

Parameters, A-15Posting Detail

Parameters, A-16Printing Options

Unmatched Duplicates Report, 5-22Processing Exit Routine, 4-14

Parameters, A-26Processing Exit Routine Dialog Box, 4-14Processing Exit Routines

Defining, 4-14Elements, 4-14

Product enhancements, requesting, xvi

RRecord Content

Priority, 4-10Record Format Layout, 1-6Record Priority

Based on Record Content, 4-10Rejecting Records

Basic Report Options, 5-5Report Options

Basic, 5-2Parameters, A-29

ReportsConstant Values, 5-7Limiting Records Processed, 5-4Required, 5-8

Reports Menu, 5-2Basic Report Options, 5-2

Choose Reports for Match/Duplicate AnalysisParameters, A-35

Duplicate File Data Print Exit RoutineParameters, A-38

Duplicate File Data Print OptionsParameters, A-37

Duplicate/Match Analysis Report OptionsParameters, A-36

File Code/State Counts OptionsParameters, A-34

Format Report DataParameters, A-31

Header and FooterParameters, A-30

Limiting RecordsParameters, A-33

Options for Unmatched Duplicates ReportParameters, A-39

Parameters, A-29Report Options

Parameters, A-29Select and Reject by File Code

Parameters, A-32Required Reports, 5-8

Additional Options, 5-9Options, 5-8

Define, 5-8Resetting Comparisons, 2-19Resident

Comparison Settings, 2-18Rural Route

Comparison Settings, 2-13

SSampling

Input Records, 4-5Select and Reject by File Code

Parameters, A-32Selecting

Match/Duplicate Analysis Reports, 5-15Selecting Records

Basic Report Options, 5-5Sequence

Error, 3-26Input Record, 3-8

Sequence Error


IndexIX

Parameters, A-17Sequence Error Treatment Dialog Box, 3-26Sequence Numbers

Adding to Output Records, 3-25Single Comparison

Resetting, 2-20Street Name

Comparison Settings, 2-10Surname

Comparison Settings, 2-6Survivor Algorithms

Parameters, A-27Survivor Comparisons

Parameters, A-28Survivor Records, 4-7

Algorithms, 4-9Posting Data, 3-21

TTechnical Support, xivThe Website, xiv

UUniqueness Criteria

Defining, 4-6Unknown File Codes

Parameters, A-18Treatment, 3-13

Unmatched Duplicates Report, 5-22Additional Options, 5-23Printing Options, 5-22

ZZIP/Postal Code

Comparison Settings, 2-5Limiting Input Records, 4-4


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