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TO: INTEGRA COMPUTING, Box 72063, Marietta, GA 30007-2063 ReSearch ver 5.5 Name __________________________________________________________ Firm Name __________________________________ Phone ________________ Address __________________________________________________________ City _________________ State ___ Zip _______ County ________ # Professionals _____ # Employees ____ Type of Practice ________________ I first heard of Integra Computing from ___________________________________ Prices and availability are subject to change without notice. Send unregistered** copies of the following: ___ copies of TickleX at $10 ea $_____ ___ copies of MT-Tracker at $15 ea $_____ ___ copies of Nifty at $10 ea $_____ ___ copies of PopForm at $10 ea $_____ ___ copies of ReSearch at $10 ea $_____ ___ copies of BillPower at $10 ea $_____ ___ copies of BillPower Plus at $15 ea $_____ Send registered** copies of the following: ___ copies of RAMdesk at $50 [$25 w/TickleX/BillPower] $_____ ___ copies of PopForm at $50 [$25 w/TickleX/BillPower/MT-Tracker]$_____ ___ copies of ReSearch at $50 [+ $60 EXTRA to get 1 hr support]* $_____ ___ copies of TickleX at $50 [+ $60 EXTRA to get 1 hr support]* $_____ ___ copies of MT-Tracker at $75 [+ $110 EXTRA to get 2 hr support]* $_____ ___ copies of BillPower at $100 [+ $110 EXTRA to get 2 hr support]* $_____ ___ copies of BillPower Plus at $150 [+ $200 EXTRA to get 4 hr support]* $_____ To have programs supplied on 3.5" media, enclose $5.00 extra PER PROGRAM $_____ If you don't live in the U.S., Canada, or Mexico, please add $10.00 more $_____ TOTAL ORDER $_____ ___% Sales Tax for ___________ county, if you're a GA resident $_____ Please enclose a CHECK or MONEY ORDER in US dollars -- GRAND TOTAL $_____ (purchase orders unaccompanied by actual payments won't be accepted) I have read and agreed to all the terms of the Disclaimer found below. _______________________________________ _________________ SIGNATURE DATE * Telephone support will be provided if you pre-purchase it with this order form. Such support must be used within a year. When you need assistance, you may reach Integra Computing (404-973-3586) most weekdays from 4:30pm to 6:30pm, Eastern Time. Because so much time is required to respond to mailed correspon- dence, letters requesting assistance may not be answered. If you need help, call -- don't write. But please don't even call unless you've pre-purchased support with this order form; if you call without having prepaid for support, each call will cost you a minimum of $15, plus $1.50 per minute. ** Unregistered software is programmed to remind you to register. Please note that no credit will be given at the time of registration for the cost of an unregistered copy. BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, RAMDESK, NIFTY AND THEIR INSTRUCTIONS ARE PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND (INC- LUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE). NO ORAL OR WRITTEN INFORMATION OR ADVICE PROVIDED BY INTEGRA, ITS DEALERS, DISTRIBUTORS, AGENTS, OR EMPLOYEES SHALL CREATE A WARRANTY OF ANY KIND REGARDING BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, RAMDESK, OR NIFTY, AND YOU MAY NOT RELY UPON SUCH INFORMATION OR ADVICE. NEITHER INTEGRA NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DELIVERY OF BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, RAMDESK, OR NIFTY SHALL BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF BUSI- NESS PROFITS, BUSINESS INTERRUPTION, AND LOSS OF BUSINESS INFORMATION) AR- ISING FROM THE USE OF (OR INABILITY TO USE) BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, RAMDESK, OR NIFTY. -- LICENSE: BillPower, TickleX, MT-Tracker, PopForm, ReSearch, Nifty, RAMdesk, and their documentation are copyrighted in 1985 to 1990 by R.A. Kelly. You may use any program on as many computers as you like, as long as it is never ins- talled with a SERIAL NUMBER (provided to you when you register as a user) on more than one computer at a time and as long as you do not alter the program in any way. You may distribute any of these programs to potential new users, pro- vided that you never divulge your SERIAL NUMBER to anyone, that you charge no fee for the program, and that you do not bundle it with (or use it as an incen- tive to purchase or lease) any other product or service, without the written consent of R.A. Kelly. All rights not expressly granted above are reserved in R.A. Kelly. -- DISCLAIMER: BillPower, TickleX, MT-Tracker, PopForm, ReSearch, Nifty, and RAMdesk may contain design and programming flaws. Before using ANY software on a regular basis, try estimating the potential harm that could result from your reliance upon it. Please don't use any of these programs unless you're willing to as- sume the associated risks, such as billing and report inaccuracies and data loss. BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, NIFTY, RAMDESK, AND THEIR INSTRUCTIONS ARE PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND (INCLUD- ING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE). NO ORAL OR WRITTEN INFORMATION OR ADVICE PROVIDED BY INTEGRA, ITS DEALERS, DISTRIBUTORS, AGENTS, OR EMPLOYEES SHALL CREATE A WARRANTY OF ANY KIND REGARDING BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, NIFTY, OR RAMDESK, AND YOU MAY NOT RELY UPON SUCH INFORMATION OR ADVICE. USE OF BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, NIFTY,OR RAMDESK IS ENTIRELY AT YOUR OWN RISK. NEITHER INTEGRA NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DELIVERY OF BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, NIFTY, OR RAMDESK SHALL BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF BUSI- NESS PROFITS, BUSINESS INTERRUPTION, AND LOSS OF BUSINESS INFORMATION) ARISING FROM THE USE OF (OR INABILITY TO USE) BILLPOWER, TICKLEX, MT-TRACKER, POPFORM, RESEARCH, NIFTY, OR RAMDESK, EVEN THOUGH INTEGRA MAY BE ADVISED THAT SUCH DAMAGES ARE POSSIBLE. -- AGREEMENT: As used in this Agreement, the terms "BillPower" ,"TickleX", "MT-Tracker", "PopForm", "ReSearch", "Nifty", and "RAMdesk", if not followed by a series or version designation, mean any version or series of BillPower, BillPower Plus, TickleX, MT-Tracker, PopForm, ReSearch, Nifty, or RAMdesk provided to you now or in the future. Your attempt to use BillPower, TickleX, MT-Tracker, PopForm, ReSearch, Nifty, or RAMdesk constitutes your acceptance of the terms set forth in the foregoing LICENSE and DISCLAIMER (which are incorporated into this Agreement). Your attempt to use BillPower, TickleX, MT-Tracker, PopForm, ReSearch, Nifty, or RAMdesk also constitutes your agreement that if you bring any legal action relating to BillPower, TickleX, MT-Tracker, PopForm, ReSearch, Nifty, or RAM- desk, 1) your sole remedy for the damages for which any defendant is found lia- ble (including direct, indirect, incidental and consequential damages) will be the recovery of whatever you paid to register as a user of the program, and 2) you will pay all defendants' attorneys fees and other legal costs if you do not prevail on all claims made in your pleadings. The terms of this Agreement are governed by Georgia law. If any of this Agreement's terms shall be held invalid to any extent, the remainder of this Agreement shall be unaffected by such invalidity. THE ABOVE PARAGRAPHS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN YOU AND INTE- GRA. NO ORAL OR WRITTEN COMMUNICATION, INFORMATION, OR ADVICE FROM ANY SOURCE MAY ALTER THE AGREEMENT AS SET FORTH ABOVE. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR OF LIABIL- ITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO SOME OF THE ABOVE EXCLUSIONS AND LIMITATIONS MAY NOT APPLY TO YOU. YOU MAY HAVE OTHER RIGHTS WHICH MAY VARY FROM STATE TO STATE. RESEARCH (ver 5.5) INSTRUCTIONS If you're using an unregistered copy of the program, it will begin to beep at you in several weeks, reminding you that it's time to register. Don't worry -- no data will be destroyed, and you'll always be able to use the program, despite the fact that you delay registering. SECTION 1. INTRODUCTION ReSearch, the research, document, and evidence organizer, is a member of the ManageX Time & Billing software series. It is designed with an interface similar to the other programs in the series, and, where appropriate, it will access the data files maintained by these programs. Please see the appendix for an overview of the other progr- ams in the series. ReSearch allows you to enter notes on evidence, research you're conducting, etc. You may enter such things as the source, page, and line numbers where each item you enter can be found. You may also enter an eleven-line summary of the item and indicate the subject cat- egory into which the item falls. A note's subject and its abbrevia- tion are very useful in finding specific individual notes among hun- dreds or thousands. A prime use of this program is to create print- outs of research data, sorted alphabetically by subject abbreviation. Another use is to keep tabs on documents and other evidence (who sent it, who received it, its current location, etc). Finally, it can be used to prepare a chronological report of a sequence of events which may have been entered at random into the data base. You may string several consecutive records together if just one isn't long enough for you. And, at any time in the future, you may sort though your notes by several criteria, sending the sorted data to the printer, the screen, or a text file on your hard disk. Each data base file you open may have up to 32,000 records and up to 500 subject/type categories. You may establish any subject/type categories you desire for each data base, or you may copy previously- established categories from one data base to another. You may keep as many 32,000-record data base files as your hard disk will hold, and you may sort through several at a time when you're looking for infor- mation. SECTION 2. THE BUILDING BLOCKS Before you begin using ReSearch, you should first acquaint your- self with some basics. To begin with, make sure your monitor's con- trast is set so that the screen can display different shades. If it's not set properly, ReSearch's instructions will occasionally seem con- fusing. Sec.2.A Keyboard Entries Using ReSearch requires you to make data entries at your compu- ter keyboard. When you are asked to `enter' something, you should type in the response at the keyboard and then finish your entry by pressing RET (the return key). `Enter', therefore, implies that you will complete your entry with a RET. If you are asked merely to `press' a key, you should not press RET after you have pressed the appropriate key. `Press' means that you need make only one key- stroke; 'enter' implies that more that one keystroke is permissible, since all entries must end with RET. Sec.2.B Control characters On-screen instructions will frequently instruct you to press control characters. A control character is represented graphically as a letter preceded by an up caret (eg: ^A or ^H). If you are instructed to press a control character, you must hold the Ctrl key down, while simultaneously pressing the appropriate letter key. For example, to press ^O, hold down the Ctrl key and tap the "O" (or "o") key. Do not actually press the up carrot key; the up carrot is used merely as a graphic representation of the control key. Sec.2.C The RET key RET (the return key) serves two functions in ReSearch. First, it is the key used to end all entries. And second, if, in response to a screen prompt, you press it before you press any other keys, it acts to tell the program that you wish to ignore the prompt and retain the current response, if any. If, for instance, ReSearch asked you a name, you could just press RET, and the program would infer that you wished to ignore the question. Depending upon the circumstances, ReSearch would then move on to the next question in a series, or it would abort the procedure in which the question occurred. ESC (the Escape key) will usually serve to tell ReSearch not only to ignore a response, but also to abort the procedure entirely. Sec.2.D Pausing When you find the computer in the middle of some lengthy proce- dure, such as printing a report, and you want to pause, press the space bar. Doing so will cause the process to stop until you press the space bar again. This use of the space bar will not work in all of the program's operational modes, but it will in most. Pressing the space bar may take a few seconds to have an effect, so be patient. Sec.2.E Aborting If, instead of wishing that the computer pause in the middle of a procedure, you prefer to abort that procedure altogether, press ESC (the Escape key). As with the space bar, this key may not work in all parts of the program, and it may take a few seconds to work. Sec.2.F Printer Toggling and Sending Reports to a Disk File Whenever you are about to have a report printed on the screen, and you would prefer that it be printed on your printer, press ALT-P before the report preparation begins. ALT-P is the printing toggle, and it turns the flow of data to the printer on and off. You may alternatively send the data to a disk file, instead of the printer, by pressing ALT-F (in place of ALT-P). The file created or appended, named "TEXT.MX", may then be modified with most any text editor. Sec.2.G Message Line The last line on the display screen will nearly always have a message for you. The message will often contain either instructions or an error message. If you are ever unclear about what you are supposed to do next, look at the message line, which will be printed in reverse video. If the intent of the message is not clear, you might find an explanation of it in the MESSAGES section of these instructions. Sec.2.H Help General on-line help will appear whenever you press the F1 key. More specific help is also available when you are entering a subject abbreviation in the (M)ake mode. To obtain a listing of all the abb- reviations being used by the current data base, press the F1 key when the cursor is at the abbreviation item. To limit the list to only those abbreviations beginning with a certain letter, press that letter just before you press F1. SECTION 3. SETTING UP If you have a color video board in your computer, ReSearch will expect you to tell it what color combination you want. Press B to change the background color, M to change the main foreground color, and S to change the secondary foreground color. Press the RET key when you're happy with the color combination. If you're using a laser printer, you should edit the RS.BAT file, changing the line that read "ReSearch" to "ReSearch x x LASER". Other possible changes to the RS.BAT file will be discussed in the approp- riate sections below. SECTION 4. USING RESEARCH Using ReSearch is straightforward in concept: start the program by entering "RS" at your computer's DOS prompt; then, tell ReSearch which data base file you'll be using; use the (M)ake option to add a new note to the data base; or use the (E)dit option to make changes to a record that has previously been entered; if you need to hunt through the data base for some information or prepare a report, you use the (H)unt option. In actuality, however, you must give a good deal of forethought to how you want to organize each data base you create. Before you open a new data base, you should, for example, decide what sort of information you want it to contain and what keywords you wish to use in searching through it. It is recommended that, before you begin using the program "for real", you first experiment with a "practice" data base. This practice will benefit you when you decide to use the program for real data. Sec.4.A Entering ReSearch When you enter the program, you will be shown a listing of all the data base files (if any) presently on the hard disk, and you'll be asked to enter the name of the data base file with which you intend to work. If you're opening a new file, give it a one- to eight-character name. Make the name as descriptive as possible. A data base that contains research of a general nature might, for instance, be called "RESRCH1". A suggested scheme for naming case files is that you use the first three characters of the client's last name and the first three characters of his last name, followed by a number. For ins- tance, the first file you open for the John Smith case might be called "SMIJOH1". If you would prefer to work with a diskette in drive A, place a disk into the drive and enter "A", instead of a file name. If you're using floppies for your research, make sure that you use each diskette for only ONE project. For example, don't try to keep on one diskette files for both 1) the JOHN SMITH business research and 2) the JOHN SMITH v. ELLEN SMITH divorce research. If you're using the hard disk for your data base files, and if you're now opening a new one, you will be asked to enter the name of a file from which you want to copy subject abbreviations. If you wish to create this file's abbreviations "from scratch" as you enter data into the file, you should just press RET. But you might prefer instead to copy the abbreviations from a related old file as you open the new one. The advantage of doing so is that the new file you're opening will already have an abbreviations listing before you start; therefore, you can save some time entering data, because you won't have to create abbreviations "on the fly" as you make individual entries. Finally, if you're opening a new file, you'll be asked to enter a a few items. One is a description of the file's contents. The gener- al research file mentioned above (RESRCH1) might be described as fol- lows: "General Legal Research". If the new file will contain records for a particular case, you might enter the style of the case (eg: the SMIJOH1 file might be described as "John Smith v. Harvey Jones"). Other things you may wish to include in the description include the responsible person's initials and the date you open the file. Two other items you'll be asked to enter, if you're opening a new file, are the names of two untitled miscellaneous "fields". Each re- cord in the file will contain many fields of information, such as a date, a source, and a recipient. All the fields, except the last two, are pre-defined. The last two fields are for miscellaneous text en- try, and they may be defined by you. You should enter a 1-to 9-char- acter name for each of these fields. See Sec.4.B for a discussion of the fields that are pre-defined; only after you've seen what fields are already available can decide what extra fields you'll need. If are unsure about what to name the extra fields, just enter "Misc1" and "Misc2" for each one respectively. If you're not opening a new file and can't seem to remember which one contains the information you want, press ^V to view/change the files' descriptions. Then, enter the name of the file you wish to open (if you want to change a file's description and miscelleous fields, type it's name and press ^O, instead of the RET key). Sec.4.B (M)aking a data base record To enter a record into the data base, press "M" when the MAIN MENU is on the screen. Then, fill in each appropriate blank item. When asked for a subject abbreviation, enter a 1- to 8-character keyword by which you intend this record to be indexed for quick ret- rieval and alphabetical sorting. If the abbreviation you enter is not already part of the data base, you'll be asked to formally enter it. If it is already in the data base (having been entered as the abbrevi- ation for a prior record), the subject to which it refers will be dis- played and the cursor will move on to the next item. If you want to index this record by more than one subject, you'll be given the oppor- tunity to do so when you have finished filling it in. Other items that you may enter are described below: DATE: Enter whatever date you think is pertinent to the type of information being entered. For instance, if you're describing an occurrence, you may wish to enter the date that it took place. This will help you later on, when you want ReSearch to prepare a chronological report of a sequence of events . If you're just entering a simple research note, you might use today's date. SOURCE/AUTHOR: Here, enter the source of the information that you're summarizing. For instance, you might enter "S.E. Reporter", or "John Smith Deposition". If you're summarizing a document without a title, you should enter the document's author. PAGE/LINE: These items will help you find the exact source of the summary. They're of particular value when you need an accurate citation to a specific quotation, to case law, or to a deposition. RECIPIENT/ADDRESSEE: If this record describes a document or other evidence, you might wish to enter the person to whom it was addressed or the one who actually received it. LOCATION: If you're involved in complex litigation, you'll need to keep track of where your evidence is locat- ed. TYPE: This item will assist you in future searches through the data base. You should enter here an abbre- viation for the category into which the source for this information falls. Is it a document? Physical evidence? Research? An event? Make up whatever short category abbreviations you wish. With some forethought, your scheme of assigning types will prove to be invaluable. You might begin or end each type with some unique two- character sequence that identifies it as belonging to a certain major category (containing several sub-types). For instance, you might assign all summaries with chrono- logical importance a type beginning with `@-'. That way, you can later produce a report that includes all records whose types are `@-accdnt', `@-hsptl', etc. You're urged to set up and play with a practice data base in order to get the "hang" of how best to assign types. See the discussion of Hunt Gates, below, for more details on producing reports. ID NUMBER: If your firm assigns ID numbers to documents and evidence, you can follow them with ReSearch if you fill in this item. MISCELLANEOUS FIELDS 1 AND 2: The last two fields are user-definable text fields. You will define them when you open a data base for the first time. The first field may contain up to twenty-five characters, and the second may have up to fifteen. The records in each data base you open may have different MISC1 and MISC2 fields, de- pending upon the data base's particular needs. You might be interested to know that you can also re-define the LOCATION and ID NUMBER fields if you wish. The instruc- tions for doing so will appear as you open each new data base. You are allowed up to 11 lines for summarization. The fewer lines you use, the less disk space will be used in storing the record. You may enter anything you wish into the summary area. Assume, for instance, that this record is a summary of a letter that mentions five people. If you think that it will be important for you to be able to sort through all your documents by peoples' names (among other things), you should be sure to include the name of each person cited in the letter. You might also wish to state the relationship each person has to the matter at hand, as well as to each other person. If the standard entry fields that ReSearch supplies for each re- cord do not include one that you think is important, the summary sect- ion may be used as a substitute. For example, if you wish ReSearch had a field for entering an importance factor (to measure how critical the document or other evidence summarized in the record is), you could decide that you will always enter that factor on the first line of each record's summary and precede it with a unique character sequence. If your importance ranking scheme were based upon a numerical weight of 1 to 5, you might enter "!!1" on the first summary line of a record summarizing something of the most critical nature. "!!5" would be used for something that is not very important at all. Later, when you want to find all the items that are extremely important, you could tell ReSearch to hunt for every record whose summary section contains "!!1". Something else you might want to include in the summarization area is whether the item being summarized is privileged information. You could indicate such a record with a unique character sequence, such as !!P. Later, when you're asked to provide the opposition with all documents, you could ask ReSearch to sort through its data base for all records, EXCEPT those that contain "!!P". The resulting report would contain only non-privileged information. As you can see, ReSearch's potential flexibility is enormous. If you plan to consistently use the summary section for some of your pet fields (such as the "importance" factor or the "privileged" notation), try to always put all such those items on the first or second line of the summary. The reason for this request is that doing so will make subsequent searches for these items faster than would be the case if they were to appear nearer the bottom of the summary. When you're finished entering all the information you need, press the F6 key. This will cause the record to be saved on the disk. Next, a new blank record will appear. Fill it in if you wish. But if you're all done, just press F6 again. If the new record is to be a continuation of the last one, just skip down to the Summary/Description area and continue the summary. When done, just press F6. There's no need to waste time filling in any of the other items. ReSearch automatically assumes that if you've left all the other items blank, this record is to be regarded as a continuation of the prior one. You may, instead, want the new record to be a duplicate of the last record in all respects but the subject abbreviation. To do so, simply enter the new abbreviation, skip down to the Summary/Descrip- tion area, and enter "S" (for "same"). ReSearch will then copy all the data from the last record to this one, saving you precious time. You may often wish to enter a summary under two or more different sub- jects. This procedure allows you to easily do so. Don't worry about wasting a lot of disk space on duplicated records, because ReSearch saves only what it needs to for each record. NOTE: A record duplicated as described above will maintain an invisible link to the previous record (unless, while originally entering the duplicate, you change something in its description -- see the next paragraph). ReSearch will assume that you will always want these records to be exact copies of one another (except for their subject/ab- breviations). The linking will insure that subsequent corrections to one or more will also be automatically made in the others. If, after entering a series of dup- licate records (that differ ONLY in their subject/abbrev- iations), you subsequently edit one of them to correct something (other than its subject/abbreviation), all the other records linked to it will also be updated to ref- lect the correction. If, while originally entering a record, you copy fields from the previous record (by using the "S" des- cribed above), and then (before saving the record) change some wording in the description area, NO LINK will be established with the preceding record. In this case, ReSearch assumes that you used the "S" function simply to facilitate the entry of large amounts of data, but that you don't intend to maintain links among duplicate records. If you think that ReSearch's attempts to link records will cause more problems than they're worth, you may invoke the program in a fashion that prevents linking. To so so, edit the RS.BAT file, changing the line that reads, "ReSearch", to "ReSearch x x x x NOLINK". NOTE: ReSearch maintains a complete listing of both TYPE and SUBJECT abbreviations in the same file. To see an alphabetized listing of this file, press the F1 key when the cursor is positioned at either the "Subject Abbrevia- tion" or "Type" item. This file is maintained to assist you in recalling an abbreviation that may have been used with the data base earlier. Since the same file main- tains both TYPE and SUBJECT abbreviations, and since each abbreviation within the file must be unique, you should not use the same abbreviation for both a subject and a type. For example, if one of your subjects is "Doctor problems" and one of your types is "Document", you shouldn't assign them both the abbreviation, "DOC". If you would like ReSearch to also keep other fields' information (eg: source/author, recipient) in this abbre- viations file, you may force the program to do so. Just edit the RS.BAT file, changing the line that reads, "ReSearch", to "ReSearch x x x x x MANYFIELDS". Sec.4.B (H)unting through a Data Base The (H)unt option allows you to prepare reports on the contents of the file with which you're working. Pressing the F6 key begins the hunt through the file's records. If you begin a hunt without changing any of the hunt gates, all the records in the file will be displayed. That's because, in their default state, they are all "open", allowing all records to pass through them. But if you want to produce a selective report, you have to set the hunt gates accordingly. For instance, if you want a report of only those records pertaining to a particular subject, you should enter its abbreviation at hunt gate A. When you press F6 to begin the hunt, the program will allow only the records whose sub- ject abbreviations match your entry at gate A to pass through and ap- pear on the screen (or printer). Likewise, if you want to find only those records whose summaries contain a certain word, you would enter that word at gate B. Generally, the more hunt gates you fill in, the more discriminating the subsequent hunt will be. Hunts may be made on the basis of partial entries. For instance, if you wish to find all records whose summaries contain the words, "salt" and "salutation", you could enter "sal" at gate B. The hunt would then find all records whose summaries contained the character string "sal". ReSearch also accepts "wildcard" characters. If you want to find all records whose summaries contain either "salt" or "silt", you should enter "s?lt" at gate B. The question mark means, "this posi- tion in the word can be occupied by ANY character." The report pro- duced would find all records whose summaries contained "salt" or "silt", since the second character of the word to be found can be "a" or "i" (or anything else, for that matter). Gates A to D may have up to 10 multiple entries, each separated from the next by a slash. For instance, if you wanted to find all records whose summaries contain either "bull" or "cow", you would enter "BULL/COW" at Gate B. Exclusionary hunts may be conducted by preceding with a minus sign any character sequence entered at Gates A to D. For example, to find all records EXCEPT those whose summaries contain neither "BULL" nor "COW", you would enter "-BULL/-COW" at gate B. Incidentally, "BULL/-COW" would cause the hunt to find all records whose summaries contain "BULL", but do NOT also contain "COW". Remember, any gate that is left blank will be considered to be open, allowing ANY record to pass through. In other words, each record will be deemed to meet that gate's criterion, and, assuming that all the other gates' criteria are also met, will be displayed during the hunt. An exception to this rule occurs when you're doing an "OR" hunt (see discussion of Gate O below). If you want the hunt to be done in alphabetical or chronological order, select gate L or M. But be aware that such hunts are much, much slower than unsorted hunts. Gate N (which will not work until you register as a user) allows you to hunt through more than one data base for the information you're looking for. If you select gate N, you'll be shown a listing of the data bases available to ReSearch, as well as the current que of those already selected for the hunt. To add a data base to the hunt que, press "A" and then enter the name of the data base. To delete a file from the que, press "D". To clear the entire que (except for the data base which you are currently accessing), press "C". To return to the Hunt Gates screen, just press RET. Gate O allows you to choose between associating gates A through I with either "AND" or "OR". An "AND" hunt will find all records that contain matches for ALL the gates you've filled in, while ignoring those gates that you haven't filled in. An "OR" hunt, on the other hand, will find all records that contain a match for ANY of the re- cords you've filled in. In other words, an "AND" hunt will allow a record to pass through its filters if that record meets the criteria set by Gate A and Gate B and Gate C and Gate D, and so on. An "OR" hunt will allow a record to pass through the filters if it meets the criteria set by Gate A or Gate B or Gate C, and so on. The effect of leaving Gates A through I blank differs between an "AND" and an "OR" hunt. If you leave these gates blank, an "OR" hunt will allow no records to pass through, while an "AND" hunt will allow ALL records to pass. Hence, if you leave all the hunt gates blank and do an "AND" hunt, the resulting report will contain ALL the records in the data base. But, if you do an "OR" hunt with all the hunt gates blank, then no records at all will appear on the report. Gate P allows you to select whether the report will contain citations only, citations and summaries, or summaries only. If you choose the "Full-Screen Edit" hunt at Gate Q, the data shown for each conforming record will appear on a screen identical to that used in the Edit mode. While it is on the screen, you may edit it just as if you were in the Edit mode. Only one conforming file's data will be displayed on the screen at one time. Unlike the "Con- tinuous" hunt routine, this one will not search for the next conform- ing file unless you press F6 to indicate that you wish to move on. If you want to abort the Hunt routine, press ESC instead of F6. NOTE: If you can edit a record in the Hunt mode, why even bother having an Edit mode? The answer is that, with large data bases, you can find the record you're looking for more quickly in the Edit mode. Sec.4.C Scanning Text Files Most of the entries you make into each of your data bases will probably be made with the (M)ake option on the MAIN MENU. With it, you manually enter the source, pages, lines, subject area, and summary. An automated alternative is to use the (S)can mode to have Re- Search read the source directly from a file on your hard disk. Frank- ly, most people won't use this feature much, because they may have difficulty finding files that ReSearch can read (industry-standard ASCII files) and because it takes time to import text files and review them verbatim. This mode is simply an "added extra" for those few who may need it. In the (S)can mode, you can scan a file and copy blocks of text to the active data base. An advantage of this method is that it saves time, allowing you to quickly place verbatim passages into the data base. If your court reporter, for instance, makes a deposition avail- able to you on floppy diskette, you can have ReSearch transfer it to your hard disk. Then, it will be ready for your perusal. When you enter the Scan mode, you'll be shown a list of the text files currently in the ReSearch research area of the hard disk, and you'll be asked to enter the name of the file you wish to scan. Sec.4.C.1 New Text Files If the file you want is not yet on the hard disk, enter a name for it anyway. ReSearch will look for it, inform you that it's not present, and ask whether you want to copy it from a diskette in drive A. If you answer affirmatively, ReSearch will then show you what's on drive A and ask you which file you wish to copy. After you've iden- tified the file you wish transferred, ReSearch will ask you to desig- nate a new name for it on the hard disk. The new name can be only eight characters long and can contain only letters and numbers. Af- ter you've designated a new name, ReSearch will copy the file from drive A to the hard disk and give it the name you requested. NOTE: ReSearch actually appends ".TX1" to the name you re- quest, but it will rarely show you any more than the one- to-eight-character name you specified. By the way, ReSearch also sets up an index file and gives it, too, the name you designated, followed by ".TX2". Then, ReSearch will request that you enter a 1-to-25-character description of what the file contains (eg: the Bert Cummins 23 December deposition might be called, "B.Cummins 12-23-88"). Whenever you transfer passages from this file to a data base, the "source" item in the data base will be derived from this description. After ReSearch does an initial scan, the file will be displayed on the screen. You will note that all blank lines have been eliminated, so that more text can appear on your screen at once. Then, you'll be asked to move the cursor to the first line of the first actual page and press RET. This step is necessary for the proper identification of page and line numbers. The typical deposi- tion, for instance, has a few introductory pages before the actual "meat" of the document. Unless you tell it otherwise, ReSearch will assume that the first physical page it encounters should be called page "1", even though page 1 is really the third or fourth physical page. You must also properly identify the first line of text on the page. If you don't, ReSearch will assume that the first physical line on the page is line "1", even if that line is just a header contain- ing a title and page number. If you're working with a deposition, you should move the cursor to the first numbered line on the first numbered page and press RET. ReSearch will assume that it should begin counting lines on every subsequent page at the position you've identified as the first line on page 1. Sec.4.C.2 Using the Scan Mode The bottom line of the screen always displays the page and line number (as well as a couple of other items, like the name of the file you're scanning. Use the up and down arrows (or PgUp and PgDn keys) to move through the file. To quickly get to the end of file, press the END key. To go to the beginning of the file, press the HOME key. To move to a particular page, press "P" and then enter the number of the page you wish to appear. To find a word within the body of the file, press "F" and then enter the word to find. After the first occurrence of the word is found, you may find the next occurrence by pressing "N" (for "next"). When you find text that you want copied to the data base, its beginning and end need to be marked. Simply move to the first line you want included and press "M" (for "mark"). Then move down to the end of the block you wish to copy and press "M" again. As you move down, the text you are marking will appear in a different color. After you've pressed "M" a second time, you'll be asked to enter the subject abbreviation applicable to marked-off block of text. ReSearch needs to know the subject so that it will be able to quickly sort through the data base to find this and other passages pertaining to a particular subject. Then, you'll be asked to specify the file to which you wish to send the marked text. If you want to send it to the currently active data base (opened when you first entered ReSearch), enter "DB". To send the text to the printer, instead, enter "P". Or, if you prefer, you may send the text to another separate text file by simply entering the name of the file (up to eight characters). If you specify a file (other than the data base or printer), ReSearch will append ".LBU" to the name you specify and will store the file in the \MANAGEX\DB subdirectory (where the data bases are also stored) If you send the text to the data base ("DB"), the source, page, and line information will also be automatically transferred, along with a pre-set type ("SCAN"). Note that each data base entry is limi- ted to eleven lines of text. If the block you're transferring is lon- ger than eleven lines, more than one data base entry will be made. For example, transferring 24 lines will cause two data base entries, each with eleven lines, to be created, along with a third entry with two lines. Unless you have ReSearch configured otherwise, the text that it sends to other files will be with all blank lines removed (as it ap- pears on the screen). If you prefer the text to be sent with blank lines included, you should press ^O BEFORE you enter the block-sending mode. ^O toggles between "blank lines output" and "NO blank lines output". The current status of the toggle is always shown on the bot- tom line. If "NoBlank" is present, then no blank lines will be out- put; otherwise, blank lines WILL be output (except to the data base, which will not accept blank lines). If, after transferring the marked block to one file or data base, you wish to repeat the procedure to a second file (or to the printer), enter "C" (for "copy). You might even want to transfer the same block to the data base a second time, but this time entering an alternate subject abbreviation. NOTE: If you want to create a data base SUMMARY of the text block you've marked off (after pressing "M" the second time), press the ALT-F2 key when ReSearch askes you for a subject abbreviation. If you enter the subject abbrevia- tion, ReSearch will assume that you want to send verbatim text. If you press ALT-F2, instead, you'll be presented with a new record creation screen. To mark off another block of text, simply use "M" to mark the beginning and end and repeat the procedure outlined above. When you're done with the text file, press the ESC key. Sec.4.C.3 Files That Can Be Scanned. Only industry-standard "ASCII" files can be scanned by ReSearch. All modern word processors can create this type of file, which is needed when different word processors try to read each other's files. When you order depositions, etc., be sure to specify ASCII format (in- cluding end-of-page markers, which some reporting services purposely delete for some reason) rather than a specific word processor's prop- rietary format. Sec.4.D Omitting Files and Records To omit a database or ASCII text file, press ^O at the Main Menu. When you do, you'll be expected to press either "D" (for database) or "T" (for text file). Then, you'll be shown a listing of files of the type you designated. Finally, enter the name of the one you want omitted. To omit an individual record, call it to the screen with the (E)dit function and then press ^O. All you'll actually be doing with this procedure is tagging the record for omission, so that it won't appear on your reports. If you ever need to "un-tag" the record, just call it to the screen with the (E)dit function again, and press ^O.