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INTELLI-TRIEVE is a "weighted retrieval" utility for users of dBase III, dBase III+ and compatible database managers. Weighted retrieval is a way of sorting database records with greater flexibility than a simple sort. The weighted retrieval sorts on multiple fields, but it allows you to put numeric "importance" on different fields and then totals your database's "score" over several different fields. INTELLI-TRIEVE performs weighted retrieval by comparing each record in a database to user-defined selection criteria and produces a copy of the database with the records arranged in descending order of acceptability. The result is an entirely new view of your data, one that cannot be attained through standard indexing, filtering or sorting operations. A simple, menu-driven process helps you choose a database and the fields that are to be included in the weighted retrieval calculations. Decide how each field is to be judged and weighted, without reworking your database or program. The function is nondestructive and leaves the original files intact. New files are created with the data rearranged according to the sort criteria.
Disk No 811 Program Title: INTELLI-TRIEVE PC-SIG version 1 INTELLI-TRIEVE is a weighted retrieval utility for users of dBASE III, dBASE III+ (trademarks of Ashton-Tate), and compatible database managers. The weighted retrieval capability provided by INTELLI-TRIEVE is a powerful and versatile tool that performs a very complex task easily without programming. Weighted retrieval has been available for years to users of powerful mainframe systems like IBM's CICS. Intelli-Trieve now brings this powerful concept to microcomputer users. INTELLI-TRIEVE performs weighted retrieval by comparing each record in a database to user-defined selection criteria, and producing a copy of the database with the records arranged in descending order of acceptability. The result is an entirely new 'view' of your data, one that cannot be attained through standard indexing, filtering or sorting operations. INTELLI-TRIEVE allows you to extract new and valuable information from your data in ways that were not considered in the original database design - without altering the structure of your databases. INTELLI-TRIEVE's simple, menu-driven process allows you to choose a database, indicate which fields are to be included in the weighted retrieval calculations, and how each field is to be judged and weighted. INTELLI-TRIEVE then reproduces the database, ordered by the new selection criteria, after which you can apply your DBMS's browsing and reporting capabilities to view your new information. INTELLI-TRIEVE doesn't try to do those things your DBMS already does so well, and which you've invested time and effort to master. It provides added value instead of reinvented wheels. Weighted retrieval is well suited to aiding you in selecting securities investments based on your definition of the relative importance of factors such as volatility, price, price-to-earnings ratios, volume - all considered and weighed simultaneously. Another use is to perform any sort of complex and detailed preference matching, from the traditional dating service to job/candidate matching, business site selection or student admissions. Sales people can use INTELLI-TRIEVE to develop efficient leads based on demographic and geographic criteria they set to match the product and its market. INTELLI-TRIEVE is a unique and useful utility for those businesses which have extensive, detailed dBase III files. It can let you sort your data in a way that no other program can. The program is menu driven and extremely easy to use, even a novice user should have no trouble at all making use of INTELLI-TRIEVE's powerful features. There is a documentation file included which can be viewed from within the program (choose HELP from the main menu), or printed to your printer using the DOS PRINT command. Usage: Buisness (dBase III) Utility System requirements: INTELLI-TRIEVE will run on any IBM-PC or compatible with at least 256 K of memory and one disk drive. The function performed by INTELLI-TRIEVE is nondestructive, that is it leaves your original database files intact and creates new files with the data rearranged according to your sorting criteria. How to start: From the DOS prompt, Type: IT (press enter) Suggested Registration: $19.00 File descriptions: IT EXE INTELLI-TRIEVE main program IT DOC Documentation file for INTELLI-TRIEVE READ ME Note from the author PC-SIG 1030D E Duane Avenue Sunnyvale Ca. 94086 (408) 730-9291 (c) Copyright 1987 PC-SIG Inc.
╔═════════════════════════════════════════════════════════════════════════╗ ║ <<<< Disk #811 INTELLI-TRIEVE >>>> ║ ╠═════════════════════════════════════════════════════════════════════════╣ ║ To copy the documentation to your printer type: ║ ║ COPY IT.DOC PRN (press enter) ║ ║ ║ ║ To start the program type: IT (press enter) ║ ╚═════════════════════════════════════════════════════════════════════════╝
INTELLI-TRIEVE (tm) Copyright 1987, Richard Ray Viets, All Rights Reserved Intelli-Trieve is a weighted retrieval utility for users of dBASE III, dBASE III+ (trademarks of Ashton-Tate), and compatible database managers. The weighted retrieval capability provided by Intelli-Trieve is a powerful and versatile tool that performs a very complex task easily - without programming. Weighted retrieval has been available for years to users of powerful mainframe systems like IBM's CICS. Intelli-Trieve now brings this powerful concept to microcomputer users. Intelli-Trieve performs weighted retrieval by comparing each record in a database to user-defined selection criteria, and producing a copy of the database with the records arranged in descending order of 'acceptability'. The result is an entirely new 'view' of your data, one that cannot be attained through standard indexing, filtering or sorting operations. Intelli-Trieve allows you to extract new and valuable information from your data in ways that were not considered in the original database design - without altering the structure of your databases. Intelli-Trieve's simple, menu-driven process allows you to choose a database, indicate which fields are to be included in the weighted retrieval calculations, and how each field is to be judged and weighted. Intelli-Trieve then reproduces the database, ordered by the new selection criteria, after which you can apply your DBMS's browsing and reporting capabilities to view your new information. The goal of Intelli-Trieve is to provide an easy way to extract new and valuable information from existing data. You can use it immediately, and in minutes see an increase in the value of your data. Intelli-Trieve doesn't try to do those things your DBMS already does so well, and which you've invested time and effort to master. It provides added value instead of reinvented wheels. What are some of the ways you can apply the power of Intelli- Trieve? Weighted retrieval is well suited to aiding you in selecting securities investments based on your definition of the relative importance of factors such as volatility, price, price- to-earnings ratios, volume -all considered and weighed simultaneously. Another use is to perform any sort of complex and detailed preference matching, from the traditional dating service to -1- job/candidate matching, business site selection or student admissions. Sales people can use Intelli-Trieve to develop efficient leads based on demographic and geographic criteria they set to match the product and its market. Executives responsible for purchasing decisions can rely on Intelli-Trieve to simplify the complex task of weighing the relative merits of hundreds of competing products, based on dozens of independently considered criteria. With Intelli-Trieve existing databases, designed for yesterday's information needs, can be made to reveal new information, based on the demands of today. A WEIGHTED RETRIEVAL EXAMPLE A simple example of how weighted retrieval might be used in solving a marketing problem will demonstrate Intelli-Trieve's power and ease of use. The object in the example is to extract qualified sales leads from a database consisting of thousands of records, each of which contains varied - and often incomplete- demographic data about one person. Suppose the product we wish to sell is a fast, expensive sports car which only a very small portion of the people represented in our database can afford, or would even want. In order to maximize our efforts we will want to contact the most likely candidates first, in the order of their sales potential, and avoid wasting our time on those unlikely to buy our product. We might know, for example, that men are more likely to indulge themselves with a sports car; especially if they are single. We also know that our chances of making a sale increase if our prospect earns $40,000 a year or more, and we have an even greater chance of making a sale to someone making over $60,000. Suppose we also think that prospects within three months of their fortieth birthday may be especially susceptible because of 'midlife crisis'. And finally, we know we will have greater success among those whose last automobile purchase was at least two years ago, especially if the purchase price of the old car was over $8,000. If that purchase was not financed we stand an even better chance of making the sale. The standard methods of filtering or indexing might be able to extract from the data those who met ALL our criteria, but precious few sales leads would result. Worse still, many excellent leads would be lost altogether because a prospect failed to meet one criteria, even while meeting all the others. In our example we give more weight to single men, but a married man with a high income and an aging car who is close to forty would be well worth contacting. And we really don't want to -2- eliminate those whose fortieth birthday has already passed. With the ordinary capabilities of microcomputer DBMS's we would probably end up being less strict, less creative in setting up our 'view' of the data - and therefor less efficient. With Intelli-Trieve, on the other hand, we won't 'lose' good candidates, yet we can still apply all the detailed, complex criteria we can think up to 'qualify' our leads. Intelli-Trieve's menu-driven retrieval criteria specification process allows us to quickly assign each important field's TARGET VALUE and (for numeric and date fields) a RANGE within which we are seeking a MATCH. We also specify a MATCH VALUE to be added to a record's 'weight' if that record's field falls within our desired range; and a NO-MATCH VALUE to be subtracted when the match fails. Some of the fields we are including in our selection criteria will often contain no data. Intelli-Trieve gives you the option of 'disregarding' these 'NULL FIELDS', so as not to unfairly penalize a record for not meeting the match criteria, when the value is simply unknown. Intelli-Trieve accomplishes this in a manner that also avoids favoring records with many 'nulls'. The result is a 'weighted qualification percentage' based on potential and actual scores (adjusted for nulls as specified). It is up to you to decide how much weight to give to each field's meeting, or not meeting, your selection criteria. In our sports car sales example, we might weight each of our criteria as follows: FIELD FIELD TARGET MATCH NO-MATCH DISREGARD NAME TYPE VALUE VALUE VALUE NULLS? ----- ----- ------ ----- -------- --------- SEX CHAR 'M' 500 500 NO MARRIED LOG .F. 100 50 N/A INCOME NUM > 40,000 100 200 NO INCOME NUM > 60,000 200 0 YES BORN DATE 7/1/47 - 9/30/47 400 50 NO LAST_CAR DATE < 7/1/85 200 50 YES CAR_COST NUM > 8,000 100 0 YES FINANCED LOG .F. 200 0 N/A Notice that Intelli-Trieve allows more than one criteria per field, as in the case of INCOME which awards 100 'points' for incomes greater than $40,000, and an additional 200 if income is -3- greater than $60,000. Income below $40,000 results in a point 'penalty' of 200. Consider the sampling of database records below: REC# SEX MARRIED INCOME BORN LAST_CAR CAR_COST FINANCED ---- --- ------- ------ -------- -------- -------- -------- 1 M .T. 25,000 01/23/52 04/01/86 9,500 .T. 2 F .F. 37,000 / / / / 0 3 M .F. 66,500 11/28/44 05/01/83 11,400 .T. 4 M .T. 68,000 08/23/47 04/15/82 23,500 .F. 5 M .F. 41,000 11/25/46 / / 0 Although none of the records meets all the desired criteria, several are very 'acceptable' as defined by our selection criteria. Record #4, for instance, is the best match, even though he is married. Record #3 is a good fit as well, although he misses on age, and he financed his last car. And while our data for record #5 is incomplete, what data we do have shows that he might be a good prospect. The other two records are less hopeful. Intelli-Trieve will create a new copy of the database, in which record #4 will appear first, followed by records #3, #5, #1, and #2. This new, weighted order will allow our hypothetical marketing effort to be most fruitful and efficient. How you use Intelli-Trieve depends on your information needs and the data you have to work with, limited only by your imagination and creativity. INSTALLING AND USING INTELLI-TRIEVE Intelli-Trieve is simplicity itself to install. Simply copy IT.EXE to a diskette or to your hard drive, type 'IT' at the DOS prompt, and the INTELLI-TRIEVE MENU appears. It is a standard 'light-bar' menu; use the up/down arrows to highlight the function you want to use, and then press RETURN. The first menu selection 'REGISTRATION' will give you information on how to become a registered user of Intelli-Trieve, and how registration will benefit you. 'REGISTRATION' will also tell you more about the user survey. The second menu selection, 'SPECIFY RETRIEVAL CRITERIA' allows you to identify the database you wish to use, and the name of the specification criteria file you wish to create. For more information, select this option and press F1 for more help. -4- The third menu selection, 'PERFORM WEIGHTED RETRIEVAL', creates a new database with the fields in weighted order, based on the selection criteria you previously saved in a criteria file. For more information, select this option and press F1 for more help. The fourth menu selection, 'HELP', displays this tutorial. The final option, 'QUIT', returns to the DOS prompt or the program that invoked Intelli-Trieve. SPECIFYING RETRIEVAL CRITERIA In order to create retrieval criteria you must tell Intell-Trieve which database is to be used. You must also name the criteria file to be created. The criteria file must not already exist. After naming the database and criteria files, a screen appears which allows you to name, in turn, each field which you want to include in the weighted retrieval calculations. Numeric, Date, Character, and Logical fields are allowed. You may specify multiple, separate criteria for any individual field. Up to 128 field specifications are allowed. Entering a valid field name displays a screen for that type of field. The information required for a field specification depends somewhat on the type of field, but many of the requirements are the same for all field types. INFORMATION REQUIRED FOR ALL FIELD TYPES MATCH VALUE is the number of 'points' awarded an individual record for 'matching' the criteria set. It can be any positive number or zero. The particular value assigned is up to you, and works in conjunction with all the other MATCH and NO-MATCH VALUES assigned to other fields. NO-MATCH VALUE is the number of 'points' an individual record is penalized for not meeting the criteria specified. It can be any positive number or zero. If you answer 'Y' to the question, 'DISREGARD NULL FIELDS?', an adjustment will be made to the 'weighted qualification percentage' of any records for which the field contains a zero (numeric), or blanks (date and character). Logical fields are never 'null', and therefor cannot be 'disregarded'. This technique avoids unfairly penalizing records for which information was simply not available. More detail on 'nulls' is contained in the Intelli-Trieve tutorial available from the main menu. NUMERIC FIELDS When specifying retrieval criteria for a numeric field, enter the TARGET VALUE (what you're looking for), and the LOWER and UPPER LIMITS OF THE RANGE. If all three are equal, then an exact match -5- is required. Otherwise, a value between the lower and upper limits, inclusive, will constitute a match. DATE FIELDS When specifying retrieval criteria for a date field, enter the TARGET VALUE (the date you're looking for), and the LOWER and UPPER LIMITS OF THE RANGE. If all three are equal, then an exact match is required. Otherwise, a date falling between the lower and upper limits, inclusive, will constitute a match. LOGICAL FIELDS For logical fields you need only specify which constitutes a match, 'True (T)' or 'False (F)', and what the MATCH and NO-MATCH VALUES are. CHARACTER FIELDS For character fields you may specify any word or phrase up to 20 characters long. Intelli-Trieve matches the word or phrase with the contents of the character field without regard to whether the letters are in upper or lower case; the matching is NOT case- sensitive. FUNCTION KEYS While specifying criteria for an individual field, the ESC key will cancel the individual field specification. When pressed at the field selection screen, the ESC key cancels the entire retrieval specification, and does not save any work. F3 saves the retrieval criteria to the assigned file and returns to the main menu. F1 displays help screens. PERFORMING WEIGHTED RETRIEVAL When you have completed specifying the retrieval criteria for your database you are ready to tell Intelli-Trieve to perform the weighted retrieval calculations and produce a new copy of your database in weighted order. You are asked to name the CRITERIA FILE which contains the retrieval specifications you have created. Include the drive and path if different from the the current DOS defaults. Intelli- Trieve will verify that the file exists, and that it is valid. You are also asked for the name, and optional drive and path, of the output database to be created. The output database must use the extension '.DBF'. If the file already exists it will be overwritten. DO NOT use your database file as Intelli-Trieve's output database - if you wish to have an output database of the -6- same name as your input database, specify a different path or drive, in order to guarantee that Intelli-Trieve's weighted retrieval output will be a sorted COPY of your database. Intelli-Trieve will display messages on the screen as each step in the weighted retrieval process is performed. When the process is complete a message at the top of the screen will confirm that a new database has been created. Use your DBMS to access the information in it. The amount of time required to perform weighted retrieval depends on a number of factors, including the speed of your computer and disk drive, how large your database is, and how complex your retrieval criteria are. The more complex the retrieval criteria the longer the retrieval will take. THIS IS A SHAREWARE PROGRAM The Shareware concept, under which this program is distributed, depends on the direct support of those who use the software. You are asked to contribute $19 to become a registered user of Intelli-Trieve. Your support of this product helps ensure that it will keep up with changes to dBASE and that enhancements will be made to increase its usefulness. As part of Intelli-Trieve's further development process, registered users are asked to complete the short questionnaire which follows and enclose it with your registration check. Your responses will help guarantee that future releases of this program meet the needs of its registered users. SEND TO THE ADDRESS BELOW: -Your $19 contribution (check payable to 'Richard Ray Viets') -Your name, address and phone number -Your completed questionnaire RICHARD RAY VIETS INTELLI-TRIEVE 16 OLDFIELD FARMS ENFIELD, CT 06082 -7- INTELLI-TRIEVE USER QUESTIONAIRE Rank the following possible enhancements to Intelli-Trieve in their order of usefulness to you (1 for most useful, 7 for least): ____ Modify an existing criteria file ____ Onscreen browse of records in weighted order without creating a sorted copy of the database ____ Create a copy of the database in weighted order, but only copy a specified number of the 'best' records ____ Display the weighted qualification percentage (the record's 'score') onscreen ____ Generate a printable text summary of the criteria specified ____ Specify criteria ranges in percentages or +/- units ____ Specify date criteria as day-of-week or month COMMENTS:
Volume in drive A has no label Directory of A:\ FILES811 TXT 3598 8-10-87 4:22p GO BAT 38 8-05-87 8:30a GO TXT 617 8-05-87 8:33a IT DOC 19383 5-12-87 4:34p IT EXE 183168 5-12-87 11:18a 5 file(s) 206804 bytes 113664 bytes free