Sigcat Software Showcase 1992

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re:Search(R) Tutorial The re:Search(R) Interactive Demo Disk gives you all the capabilities of the re:Search(R) product, with the exception of building your own index. Tutorial General rules Throughout this demo the following general rules apply: ■ Help is always available by pressing F1. ■ All command selections may be made by either: 1) Entering the Upper case letter in the command, or 2) Moving the highlight bar with arrows and pressing Enter. ■ Scrolling text or an image may be accomplished by using the up/down/left/right arrow keys. ■ Enter will always get you deeper into an option, Escape will always bring you out. If re:Search(R) has been properly installed, you will now see on your screen: ■ The re:Search(R) logo. ■ The Main Menu. Main Menu Options There are five options in the Main Menu: ■ sYstem - System level options, Exit ■ Library - Select Subject Area of Catalog for access to Documents ■ Browse - Browse a Document ■ Search - Specify Text Search ■ Print - Print a complete document Library When re:Search(R) comes up on your screen, the Library option is automatically highlighted, assuming that the first logical action you'll want to take is to access data from documents in a library. Selecting a Subject Area or Catalog ■ Choose the Library option by pressing Enter. ■ SUBJECT AREAS are enclosed in brackets. Catalogs are not. The subject areas in this demo library are [re:Search General Demo] and [re:Search Sigcat Demo]. The catalogs in this demo are FIRMR Documents and CD-ROM Titles and Publications, found in the Sigcat demo; Images, Manuals, Newsletters and Readings, found in the General Demo, and finaly the Tutorial catalog. (However, many subjects and catalogs may be stored in the library.) ■ Highlight the Subject Area you want (choose either [re:Search General Demo] or [re:Search Sigcat Demo]), and press Enter. ■ Then highlight the Catalog you want (try Newsletters in [re:Search General Demo] or FIRMR Documents in [re:Search Sigcat Demo]), and press Enter. ■ In the Main Menu: The Browse option will automatically be highlighted. re:Search(R) assumes that the next logical action you'll want to take is to browse. If, however, you wish to perform a search, simply choose the Search option. Browse Once you've selected a Catalog or Subject Area, you're ready to browse the documents contained in it. ■ Press Enter, and a document list appears. ■ Highlight the document you want. ■ Press F3 to open the Field window and view field values, Esc closes the Field window. ■ To browse the document, press Enter. (To browse documents with images, try `Personal Financial Planning #2' or `Personal Financial Planning #8' in the Newsletters catalog, or any of the documents in the Readings catalog). As soon as you select a document for browsing, the Browse Window closes, and the first page of the document is displayed. The document is enclosed in a frame, which contains several useful items: ■ The document title is displayed at the top of the frame. ■ A pointer appears on the left side of the frame. The pointer tells you which line on the screen is active; for example, the line adjacent to the pointer is the top line for scrolling and is the line at which you can post a "sticky note." ■ A small rectangle appears in an otherwise shaded column along the right side of the frame. This is a `yardstick' to indicate the depth of the current page within the document. ■ The number of printed pages in the document is displayed at the lower right corner of the frame. Browsing a Document: ■ Home/End - Moves immediately to the top or end of the document. ■ PgUp/PgDn - Scrolls through the document, up or down, one screen at a time. ■ Arrow Keys - Scrolls through the document, up/down/left/right, one line at a time. ■ Numeric Keys 1, 2,...9 - Jumps to a percentage location within the document (10%, 20%, 90%). Notice that the small white rectangle indicates how far you are into the document. ■ F3 to open the Field window and view field values, Esc closes the Field window. ■ Images » - Use arrow keys to position left margin pointer » to Image line. Press Enter to open up the image. To reduce an image from 10% up to 100%, use Numeric Keys 1...0 . To zoom an image from 110% up to 200%, press Alt-1 (for 110%), up to Alt-0 (for 200%). Use arrow keys (up/down/left/right) to scroll an image, or press Ctrl-arrow key. Press Esc to exit an image. ■ Sticky Note Pointer ≡ - Use arrow keys to position left margin pointer ≡ to relevant line. Press Enter to view/edit/create a sticky note. Press Esc to save the note. Press DEL key to delete a note. Press INS key to post the last-deleted note. Press Ctrl-N to find the next sticky note. ■ Print Sticky Note - Press Alt-P (hold down the Alt key and press the P key) while you are still viewing the sticky note. This will print the catalog name, document name, line at which the sticky note was placed, sticky note, and time of last modification. ■ Print Page(s) - Press P. ■ Mark and Copy - Press M to mark a section of text and/or image, using the up/down arrow keys. Press C to Copy segment to export file. ■ Mark and Print - Press M to mark a section of text and/or image, using the up/down arrow keys. Press P to Print. Text will be printed with imbedded images. ■ Exit - To exit from a document, press the Esc key. Search re:Search(R) has a number of powerful capabilities for searching and retrieving text: Simple searching, Boolean searching, Proximity searching, and Wildcard searching. You can use the capabilities individually, or you can combine them. Simple Searches A simple search is a search for a specific word, phrase, or number. To initiate a search: ■ Select a Catalog or Subject Area using the Library option. ■ Highlight the Search option, and press Enter. ■ Type in the word or phrase you wish to search for in the box under the instruction `Enter Search Text'. In Newsletters, try the word medicare. Press Enter. In FIRMR Documents, try the word government or environment. Press Enter. A pull-down window known as the Search Options Menu appears: Current search - Displays current search criteria New Search - Cancels current search and initiates a new search And ... - These are called Boolean operators. They are used to Or ... refine or enlarge the search and noT by letting you add a word, phrase, or text, and conducting a search that depends on the relationship of the current search text to the addition. View - View a Document The message at the bottom of the screen indicates how many times the search text was found (Hits) and in how many documents. Once re:Search(R) has completed the initial search, it assumes that you'll want to view the documents containing the Hits. That's why it automatically highlights the word View in the Search Options Menu. However, you have a choice: ■ You can View the Hit List and the Individual Hits, as re:Search(R) assumes you'll want to do immediately; or ■ You can reduce the number of Hits--i.e., Refine the Search-- by selecting other options in the Search Options Menu. Viewing the Hit List ■ With the menu item View highlighted, Press Enter. A list of documents containing hits of the current search will be displayed. This list is displayed in Rank Order, that is, the documents with the most hits are displayed at the top of the list and the documents with the fewest hits are displayed at the bottom of the list. The hit list may also be displayed in Document Order, where the list is displayed by alphabetical order of documents in the catalog. To Toggle between Rank and Document Order: ■ Press Alt-O (hold down the Alt key and press the O key) Scaling and Zooming Images re:Search will automatically scale images to the size of the screen, and then allow the user to zoom (reduce and enlarge) the image from 10% to 200% Zooming an image may take several seconds if your image is large in size. ■ To view an image, use the arrow keys to position left margin pointer » to Image line. Press Enter to open up the image. ■ To reduce an image from 10% up to 100%, use Numeric Keys 1...0 . For instance, to reduce an image to 50%, press 5. ■ To enlarge an image from 110% up to 200%, press Alt-1 (for 110%), up to Alt-0 (for 200%). For instance, to zoom an image to 150%, press Alt-5. ■ To scroll an image, use arrow keys (up/down/left/right), or press Ctrl-arrow key. ■ Press Esc to exit an image. Printing Hit List Documents To Print the Hit List: ■ Press Alt-P. re:Search(R) will print the catalog name, the search that was used, and the list of documents hit along with the number of hits per document. The hit list will be printed in the same order (Rank or Document) that is shown on the screen. To Print a Single Document: ■ Highlight the document while the hit list is shown on the screen and press Alt-D. To Print All Documents: ■ Press Alt-A. Viewing Individual Hits ■ Highlight the first document you want to view. Press Enter. The same keys are used in viewing a document during a search as browsing a document (Please refer to Browsing a Document). However, after a search, you will want to view the individual hits of the word or phrase you've entered, so the following keys apply: ■ Ctrl-Home/Ctrl-End - First hit/Last hit ■ Ctrl-PgUp/Ctrl-PgDown - Previous hit/Next hit ■ Space Bar - Return to most recent hit viewed ■ Esc - Return to Main Menu Refining a Search You can refine your current search or compound a new search using Boolean operators, Proximity searches, Directional searches, and Wildcard searches, in any combination. Boolean Searches - And ... Or ... and noT ... are called Boolean operators. They are used to refine or enlarge the search by letting you add a word, phrase, or text and conducting a search that depends on the relationship of the current search text to the addition. And ... (A And ... B). re:Search(R) finds the documents that contain both A and B. It will display individual hits of A and B within documents that contain both. This Boolean operator may narrow or enlarge the search that began with A alone. Or ... (A Or ... B). re:Search(R) finds the documents that contain either A or B or both. It will display individual hits of A and B in all documents that contain one or the other or both. Or... is usually used to enlarge the search. and noT ... (A and noT ... B). re:Search(R) finds only those documents that contain A and not B. It will display only hits of A that occur in those documents. and noT ... is usually used to narrow the search. To perform a Boolean search: ■ Esc to Search options menu. Highlight New search and perform a simple search. ■ After a successful search, highlight a Boolean operator in the Search Options Menu. Type in word or phrase. Press Enter. Try the following searches in Newsletters: ■ inflation (simple search) And... recession ■ stocks (simple search) Or... bonds ■ income (simple search) and noT... deferred and in FIRMR Documents: ■ government (simple search) And... operations Once again you can choose to view the Hits in context within the documents, or you can use the Boolean operators as many times as you like to refine or expand the search. Each time you expand your search with another Boolean operator, re:Search(R) treats the completed part of the search as a unit (or operand) and then operates on the newly specified operand. Try your own boolean searches and experiment. Proximity Search In addition to searching for phrases and using Boolean operators, re:Search(R) offers other techniques to make searching more selective and responsive to your needs. As often happens, you might not even know what specific word or phrase to search for. Or you may not want to see all the Hits for a given selection. Rather, you may want to view Hits of particular words that may not be right next to each other but that fall within a few words of each other. In such cases, a proximity search will meet your needs. To conduct a proximity search: ■ Start a New search. In the Search Text Entry Box, type in the first word or phrase that you want. ■ Skip a space and type the symbol @, followed (without skipping a space) by a number. The number represents the range of the proximity search. ■ Skip a space and type the concluding word or phrase for the proximity search. You can add a proximity search to a current search by appending it to a Boolean operator. You could, for instance, try the following searches: In Newsletters: ■ estate @3 tax ■ federal And ... estate @3 tax In FIRMR Documents: ■ government @10 agencies ■ planning @10 budgeting re:Search(R) treats proximity searches as units. So in the second example above, it would not search for And ... estate. It would search for federal first AND then search the documents that met the condition for the occurrence of estate within 3 words of tax. Directional Searches Unless you instruct it to do otherwise, re:Search(R) automatically conducts unidirectional searches. But you can choose to make proximity searching bidirectional. For the example above, unidirectional means that re:Search(R) will display only those Hits where tax occurs within three words after the occurrence of the word estate. Bidirectional, on the other hand, means that re:Search(R) will display Hits where tax occurs within three words before or after an occurrence of the word estate. To choose Bidirectional searching: ■ Press Esc to return to the Main Menu. ■ Highlight sYstem. ■ Search bidirectionally (OFF) is highlighted. ■ Press Enter to toggle. Search bidirectionally (ON) should now be highlighted. ■ Press Esc to return to the Main Menu. ■ Return to the Search option by highlighting Search in the Main Menu. ■ Start the proximity search, as described on Proximity Searches above. Multiple Proximity Search A multiple proximity search is a powerful means for refining your search even more. In the Newsletters catalog, suppose you want to locate all Hits in which reduce occurs within a certain number of words of estate and tax. To locate those Hits, you'd conduct a multiple proximity search. To perform the above multiple proximity search, you might enter the following in the Search Text Box: ■ reduce @5 estate @3 tax You can add a multiple proximity search to a current search by appending it to a Boolean operator. For example: ■ income trust And ... reduce @5 estate @3 tax re:Search(R) treats multiple proximity searches as units. Wildcard Searches Sometimes you want to locate references to a word whose exact spelling you don't know. Or to an idea for which several words or phrases exist. Or to a word that may appear as a noun, verb, adjective, or adverb. Or to a word that may appear in singular or plural form. A wildcard search enables you to search for a segment of a word or phrase so you can catch all of its variations. For instance, in the sample catalog, suppose we wish to view Hits for references to children. But we know that there may be references cited not only as children but also as child and child's. To perform a wildcard search for children and its potential variations, we would go into Newsletters and type the following in the Search Text Box: ■ child* where an asterisk (*) represents the wildcard. In other words, for the above search, re:Search(R) will locate all occurrences of the word child*, no matter what follows the letters child (including spelling errors or typos). Wildcard searches accommodate both simple searches as well as proximity searches. For example, you can search for: ■ child* (simple search) ■ child* OR ... income (simple search using the Boolean operator Or...) ■ child* @5 income (proximity search) Wildcards may also appear in front of and embedded in a word. Please note that these wildcard searches may take longer to complete than a wildcard which appears at the end of a word. Only one wild card is allowed per word. The following are valid wildcards: ■ *ild ■ ch*d Wildcard searches can be combined with the various other searches available. You can add a wildcard proximity search to a current search by appending it to a Boolean operator. For example: ■ securit* And ... mutual fund* Or ... growth stock* A single wildcard character (*) may be used to indicate 'any word'. Following are all valid uses of this feature: ■ estate * tax (up to one word between "estate" and "tax") ■ estate * * * tax (up to three words between "estate" and "tax") Field Searches Documents can also be searched via pre-defined fields. These fields (up to 100 per catalog) provide a means to classify and organize documents based on key words, numbers, and dates. In the Newsletters catalog, suppose you want to locate all Hits that occur in a document from the specific year. To locate those Hits, you'd conduct a search using the field search option. For example, to find all documents referencing `insurance' from the year 1989, enter the following word in the search text box: ■ insurance You will find 45 hits across 7 documents. Next, narrow the search by using a Boolean operator with a field search: ■ Select the Boolean operator And... ■ Press F3 while in the Search Text Box to open the Select Field window. ■ Highlight the field name year and press Enter to accept and move to the Select Operator window. ■ Highlight is equal to and press Enter to accept and return to the Search Text Box. ■ Type in the remaining search criteria. In this case, type 1989 and press Enter to invoke search. Your search should look like this: ■ insurance And... #YEAR = 1989 You will find 12 hits across the 2 documents which were published in 1989. In CD-ROM Titles and Publications catalog, located in the [re:Search Sigcat Demo] subject area, suppose you wanted to find a CD-ROM put out by a certain company but can only remember that the company name had the word National in it. You would select [re:Search Sigcat Demo] then CD-ROM Titles and Publications then highlight search and press Enter. When the Search Text Box appears you: ■ Press F3 to open the Select Field window. ■ Highlight the field name SNAME and press Enter to accept and move to the Select Operator window. ■ Highlight contains and press Enter to accept and return to the Search Text Box. ■ Type in National and press Enter. Your search should look like this: ■ #SNAME CT National You will find 36 documents in which the company name contains the word National. Saving and Recalling Searches re:Search(R) now allows you to save and recall frequently used searches: To save a current search: ■ Type in a search as you normally would. For instance, try `coast guard cutter' in the manuals catalog. ■ Select Save search from the Search Menu. ■ When the Enter Search Description box appears, type in a reference name for the search (i.e. `coast guard cutter'). The name may contain up to 60 characters. ■ Press Enter to accept the name and return to the Search menu. To recall a saved search: ■ Select New search from the Search Menu. ■ When the Enter Search Text box appears, press F5. ■ The Select search box will appear. Highlight the search you wish to recall and press Enter. The Search is recalled and performed. When the search is completed, the Select Menu appears. Local Searching within a Document Local searches are performed within a document being browsed or viewed. To perform a local search: ■ Press L and the Enter Local Search Text box will appear. ■ Type the search text (word or phrase, no wildcards or proximity searches) and press Enter. The search begins from the top of the document. When a match is found, the search is terminated and the searched text is highlighted. ■ To find the next occurrence of a local search, press Alt-L (hold down the Alt key and press the L key) Sticky Notes Searching Sticky notes searching works in the same way as local searching, and are performed within a document being browsed or viewed: To perform a sticky note search: ■ Press S and the Enter Sticky Note Search Text box will appear. ■ Type the search text (word or phrase, no wildcards or proximity searches) and press Enter. The search begins from the top of the document. When a match is found, the search is terminated and the sticky note text is highlighted. ■ To find the next occurrence of a sticky note search, press Alt-S. Once you have completed the tutorial, try your own searches. Some good searches in the Manuals catalog are: Figure* (to find images), Coast Guard, and cutter*. The Images catalog contains 16-level color and gray-scale images. Print With re:Search(R), you can print selections from a document displayed on the screen in the Browse or Search mode. To print an entire document, you will use the Print option in the Main Menu: ■ Make sure that printer is turned on and connected properly. ■ Highlight the Print option. Press Enter. ■ A Document Selection Menu will now be displayed. ■ Highlight the document you want to print. Press Enter. Printing will begin. Printing is a background activity. In other words, you can continue to use re:Search(R) while a document is being printed. To abort printing or check print queue, please refer to sYstem: sYstem To use the sYstem option: ■ Highlight sYstem. Press Enter. The sYstem options menu appears. ■ Highlight the option you want: ■ Search bidirectionally ON/OFF - Press Enter to toggle ■ Export session notes ON/OFF - Press Enter to toggle ■ Export Files - Enter export file names for references and notes ■ Abort Printing - Terminates background printing ■ Print queue - Displays print queue ■ Build - Build an index This option is not available in the demo. ■ eXit - Exit to DOS If you have any questions about the re:Search(R) demo disk, please contact us at: ■ Tel - (617) 577-1574 ■ Fax - (617) 577-9517 Special Thanks to the accounting firm of Tofias, Fleishman, Shapiro & Co., P.C. of Cambridge, MA and Quevillon Editions of South Dennis, MA for providing information used in demonstrating the re:Search(R) software. Retrieval Technologies, Inc., One Kendall Square, Building 100, Cambridge, MA 02139