The Business Master (3rd Edition)

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3by5 STARTER KIT Version 3.0 INSTRUCTION MANUAL Written for the IBM PC, XT and AT (c) Copyright 1986 Softshell Corporation, 1100 Benjamin Road, POB 649 Bel Air, MD 21014 Phone (301) 879-4486 TABLE OF CONTENTS REGISTRATION FORM TECHNICAL SUPPORT FORM CHAPTER 1. INTRODUCTION Overview of 3by5 for the PC .................... 1 3by5 Models .................................... 2 Using this Manual .............................. 3 Note to Color Monitor Owners ................... 3 Potential Uses of 3by5 ......................... 4 3by5 Newsletter ................................ 5 Custom Applications ............................ 5 CHAPTER 2. GETTING STARTED NOTATIONS USED IN THE 3by5 MANUAL .............. 7 INSTALLATION PROCEDURES ........................ 8 Equipment Needed to Run 3by5 ................. 8 Files on the 3by5 diskette ................... 9 Installing 3by5 .............................. 10 CHAPTER 3. TRAINING LESSONS ............................... 11 LESSON 1 - Searching 3by5 Files ................ 12 LESSON 2 - Building and Editing 3by5 Files ..... 19 LESSON 3 - Copying and Sorting Records ......... 31 CHAPTER 4. EDITING EDIT COMMAND ................................... 41 3by5 EDITOR .................................... 41 ENTERING TEXT .................................. 42 BACKSPACING .................................... 42 MOVING THE CURSOR .............................. 43 FIELDS ......................................... 43 EDITOR COMMANDS ................................ 44 Block Command <Alt><F4> ...................... 44 Bold Command <F6> ............................ 44 Count Command <Ctrl><F1> ..................... 44 End Command <Esc>, <F10> ..................... 45 Field Command <F9>, <Ctrl><<Enter> ........... 45 Help <F1> .................................... 45 Margin Command <Shift><F8> ................... 46 Move Command (Copy/Cut/Erase/Insert) ......... 46 Print Command <Shift><F7> .................... 47 Underline Command <F8> ....................... 47 CHAPTER 5. SEARCHING SEARCH COMMAND ................................. 49 SEARCH OPTIONS ................................. 50 Display Format ............................... 50 Output File .................................. 51 Output Mode .................................. 51 Count ........................................ 51 Mode ......................................... 51 SEARCH KEYS .................................... 52 Single Search Keys ........................... 52 Multiple Search Keys ......................... 52 SEARCH MENU COMMANDS ........................... 54 Search Command ............................... 54 Edit Command ................................. 54 Key Command .................................. 55 Forward Command .............................. 55 Backward Command ............................. 55 Goto Command ................................. 55 Print Command ................................ 56 Write Command ................................ 56 Quit Command ................................. 56 CHAPTER 6. PRINTING ....................................... 57 PRINT COMMAND .................................. 58 FORM COMMAND ................................... 59 PRINT FORM CODES ............................... 73 SHEET COMMAND .................................. 75 DIRECT COMMAND ................................. 77 CODES COMMAND .................................. 78 HARDWARE COMMAND ............................... 79 TOP COMMAND .................................... 80 CHAPTER 7. FILE COMMANDS .................................. 81 OPEN COMMAND ................................... 83 Building a 3by5 File ......................... 84 Index Density ................................ 86 Opening a non-3by5 File ...................... 88 Building a non-3by5 File ..................... 89 CLOSE COMMAND .................................. 90 RECORDS COMMAND ................................ 91 Copying Records .............................. 92 Sorting Records while Copying ................ 93 Moving Records ............................... 94 Erasing Records .............................. 94 LIST COMMAND ................................... 95 DIRECTORY COMMAND .............................. 97 INDEX COMMAND .................................. 99 FIELDS COMMAND ................................ 100 MEMORY COMMAND ................................ 102 STATUS COMMAND ................................ 103 CHAPTER 8. UTILITIES ..................................... 105 CHAPTER 9. QUIT COMMAND .................................. 107 CHAPTER 10. 3by5 AUTOMATIC START-UP (3by5 and 3by5 Plus) .. 109 CHAPTER 11. VARIABLE LENGTH RECORDS (3by5 Plus Manual) .... 113 CHAPTER 12. DATA DEFINITION FILES (3by5 Plus Manual) .... 115 CHAPTER 13. CORRESPONDENCE MANAGER (3by5 Plus Manual) .... 119 CHAPTER 14. REFERENCE MANAGER (3by5 Plus Manual) .... 121 INDEX WARRANTY 3by5 STARTER KIT Version 3.0 REGISTRATION FORM Name: ________________________________________________ Company:________________________________________________ Street: ________________________________________________ City: ________________________________________________ State: __________________________ ZIP _____________ Telephone: ______________________________________________ (Optional - not to be used for sales purposes) [ ] Send me your next 3by5 News Letter (free). I use 3by5 on a: [ ] IBM PC [ ] IBM XT [ ] IBM AT [ ] COMPAQ [ ] AT&T 6300 [ ] OTHER (please specify manufacturer): Ram memory: Hard disk? (Y/N): Monitor (Monochrome or Color): Printer: I would like to see the following additions to 3by5 (please rate importance on scale 1 (low) to 10 (High)): [ ] More Database capabilites (e.g. numeric fields, date fields) [ ] More Word Processing features [ ] Other Mail to: Softshell Corporation 1100 Benjamin Road P.O. 649 Bel Air, MD 21014 (301) 879-4486 3by5 VERSION 3.0 TECHNICAL SUPPORT REQUEST If you have the 3by5 Starter Kit, this form can be used to obtain technical support from Softshell. Please include a stamped, self- addressed envelope. Name: ________________________________________________ Company:________________________________________________ Street: ________________________________________________ City: ________________________________________________ State: __________________________ ZIP _____________ Telephone: _____________________________________________ 3by5 Model: (3by5 Starter Kit) Equipment: [ ] IBM PC [ ] IBM XT [ ] IBM AT [ ] COMPAQ [ ] AT&T 6300 [ ] OTHER (please specify manufacturer): Ram memory: Hard disk? (Y/N): Monitor (Monochrome or Color): Monitor adapter board: Printer: PROBLEM: Mail to: SOFTSHELL Corporation 1100 Benjamin Road P.O. 649 Bel Air, MD 21014 (301) 879-4486 INTRODUCTION CHAPTER 1 - INTRODUCTION OVERVIEW OF 3by5 PROGRAMS FOR THE PC 3by5 information management programs offer speed, simplicity and versatility in entering, indexing and retrieving free-text and struc- tured data. They are as simple to use as 3x5 card files. You may use 3by5's integrated text editor or any other word processor, text editor or computer program to enter data in any format: words, phrases, sentences, paragraphs or variable length fields. Searching files is fast, thanks to 3by5's unique indexing method (signature screening). Just enter a SEARCH key,and 3by5 will find the first and all subsequent occurrences of the key in your file. More- over, when the key is found, it is displayed in the context of the sentence or record in which it appears. As each occurrence is found, you have the option of continuing the search, editing the record, printing the information, transferring records from one file to another, or ending the search. You may search for partial keys, i.e. an incomplete word or phrase. For example, the search key "CDONA" will locate the name "McDonald" and "MacDonald". You may also search for combinations of key terms which appear in the same sentence or record by using the conjunctions "and" (symbol = "&") or "or" (symbol = "|"). For example, "basic&cobol&ibm|pascal&compaq" will locate records which contain the words "Basic", "Cobol" and "IBM" or the words "Pascal" and "Compaq". A search may be limited to specific fields. For example, if you are searching for Henry George who lives in Washington State, you can search for all records containing "George" in the name field, "Washing- ton" in the state field. You may search and edit up to five files at a time. Standard ASCII files, and WordStar and WordPerfect document files may be searched directly (without indexing) or imported into 3by5 files for editing and indexing. 3by5 records may be transferred to ASCII, Wordstar and WordPerfect files. 3by5 programs are not copy protected. They require an IBM PC, XT, AT or 100% compatible microcomputer with at least 256K memory and one disk drive. 1 3by5 This manual contains general instructions for the following 3by5 models: 3by5 Starter Kit The 3by5 Starter Kit is an Adware (ADvertising softWARE) product from Softshell. It is a free, fully functional program designed to intro- duce you to Softshell's 3by5 product line. The Starter Kit includes all the features listed in the 3by5 overview except: 1. Multiple fields and sorting capability are limited to the first 20 records and are for demonstration purposes only. 2. There is no underline or bold capability. 3. The automatic start-up file (AUTO3BY5) is not supported. 3by5 The standard 3by5 program offers you all the features listed in the 3by5 Overview including: 1. Fields: up to fifteen variable length fields. 3. Sort records by one or two fields when copying or printing. 2. Underline and bold commands. 3. Improved indexing for records greater that 512 bytes - faster searches. 4. Multiple print formats for mailing labels, 3by5 cards etc. 5. Auto3by5 file for automatic start-up. It will automatically open your files and set printer parameters, etc. 6. Directory commands: Change, Make and Remove. 7. List files on a disk from within the program along with the date and time last modified, and file size. 3by5 Plus In addition to all the features found in the standard 3by5 program, 3by5 Plus offers: 1. Variable length records (reduces the amount of wasted space on a disk). 2 Improved indexing for very large records (more that ten lines of text). 3. Report generator. Greater control of printing. 4. Reference Manager. Enter journal references in a standard format and the 3by5 Reference Manager will rearrange them into the format required by any journal. 5. Correspondence Manager. Handles all you correspondence needs: writing letters, mail merge, correspondence follow-up. 2 INTRODUCTION USING THIS MANUAL This manual contains general instructions for all of the 3by5 programs. If a feature is not available in all models, it will be labeled with the abbreviation of the models for which it is available or reference will be made to the models on which it is not available. The abbreviations are: 3by5-SK 3by5 Starter Kit 3by5 3by5 Standard 3by5-P 3by5 Plus 3by5-LAW 3by5 Legal 3by5-REF 3by5 Reference Manager 3by5-COR 3by5 Correspondence Manager NOTE TO COLOR MONITOR OWNERS 3by5 writes directly to RAM video for fast updating of the screen. This may cause excessive screen noise on some color monitors. The Utilities Command (Chapter 8) gives instructions on eliminating the problem. 3 3by5 POTENTIAL USES OF 3by5 PROGRAMS The 3by5 product line will satisfy any need for quick entry, indexing and retrieval of free-text data. They have proven valuable in such tasks as: Indexing personal literature collections. Quickly searching client or patient records. Card catalogs for small libraries. Mailing lists of clients, customers, patients. Cataloging and cross-referencing research notes. Writing notes and memos. Cataloging paper documents. Preparing tests from a set of standard questions you have developed. Student records. Litigation support, exhibit files. Medical notes, prescription lists, insurance information. Cataloging slide and video tape collections. Parts inventories. Laboratory reports (3by5 Plus). 4 INTRODUCTION 3by5 NEWSLETTER All registered owners of 3by5 are will receive a 6 month subscription to the 3by5 Newsletter. It contains additional information on using 3by5 (e.g. importing BRS files into 3by5), new product information and customer suggestions and questions. All you have to do to receive the 3by5 Newsletter is to send in your registration form. CUSTOM 3by5 PROGRAMS Softshell will customize 3by5 for your special needs. Several labor- atories and medical facilities use custom versions of 3by5. It is also possible to obtain source code and object code modules for specific applications. For example, the file access routines and search routines. All routines are written in C using the Lattice C compiler. If you have a custom application in mind, send a written Request For Proposal on your company letterhead to: Custom Applications Softshell Corporation P.O. Box 649 Bel Air, MD 21014 5 3by5 6