User Manual

SmartAddresser 5The SmartAddresser 5 Show Duplicates window offers two methods of duplicatedetection, shown by the tabs at the top of the screen: Basic and User Defined. TheBasic duplicate detection process finds duplicates by matching specific predefined fieldsin the database. The User Defined duplicate detection method allows you to control thefields (or portions of a field) that you wish to match on. For the purposes of thistutorial, we will be using the Basic method of detection.• Click on the Basic tab if it's not already selected.• Select "Person" as your chosen match code.• Set the Priority Record to "Original". This tells SmartAddresser 5 which recordyou want to keep when finding duplicates. Original flags the record closest tothe top of the list as the priority record, while Newest would keep the recordclosest to the bottom.• Enable the A.K.A. Dictionary in the lower right-hand corner of the window. TheA.K.A. Dictionary includes common match code references that aid in duplicatedetection. For example, Bob would be flagged as a match for Robert; Mike forMichael, etc. For more information on the A.K.A. Dictionary, see the A.K.A.Dictionary section of the help guide.• Select the "Use Soundex" option. This uses a unique algorithm to comparenames that sound similar. For example, Carrie and Kari.• Leave the address match threshold at 80%. This adjusts the percentage ofcharacters in the Address field that the program will use to detect duplicates bysearching the field from left to right. This percentage is of the entire field, notjust the data within it!• Ensure that "Review Duplicates" is selected. This will present you with awindow showing all matches after running the detection, allowing you tomanually make changes if desired.• Click Start. The duplicate detection engine will then query the data andpresent you with the Review Duplicates window:20