Express Entry Users Guide
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ExpressEntry User’s Guide
Copyright Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Melissa Data Corporation. This document and the software it describes are furnished under a license agreement, and may be used or copied only in accordance with the terms of the license agreement. Copyright © 2006 by Melissa Data Corporation. All rights reserved. Information in this document is subject to change without notice. Melissa Data Corporation assumes no responsibility or liability for any errors, omissions, or inaccuracies that may appear in this document.
Trademarks ExpressEntry is a registered trademark of Melissa Data Corp. Windows is a registered trademark of Microsoft Corp. The following are registrations and trademarks of the United States Postal Service: CASS, CASS Certified, DMM, DPV, DSF2, eLOT, First-Class Mail, LACSLink, NCOALink, PAVE, Planet Code, Post Office, Postal Service, RDI, Standard Mail, U.S. Postal Service, United States Post Office, United States Postal Service, USPS, ZIP, ZIP Code, and ZIP + 4. NCOALink, LACSLink and DSF2 are provided by a nonexclusive licensee of the USPS. Melissa Data is a nonexclusive licensee of the USPS for DPV processing and a Limited Service Provider Licensee of the USPS for NCOALink. The prices for NCOALink and DPV services are not established, controlled, or approved by the United States Postal Service. All other brands and products are trademarks of their respective holder(s). Document number: EE0506UG Last Update: May 22, 2006 MELISSA DATA CORPORATION 22382 Avenida Empresa Rancho Santa Margarita, CA 92688 Phone: 1-800-MELISSA (1-800-635-4772) Fax: 949-589-5211 E-mail: [email protected] Internet: www.MelissaData.com
For the latest copy of this reference guide, visit http://www.MelissaData.com/tech/expressentry.htm
Dear Valued Customer, Thank you for purchasing Express Entry. I am confident you will find this product valuable in your efforts to optimize data entry and address validation. You will be able to quickly and easily verify any U.S. address, add the ZIP + 4 Code, and transfer the data to your target application. Melissa Data has been helping data quality professionals such as yourself for over 21 years. We've designed our products and services to meet your most demanding data quality concerns, while keeping them easy to use, flexible, and most of all, affordable. Please don't hesitate to ask for help with any data quality concern you may have. We're at your service with mailing and marketing software and databases, programmer and developer tools, data enhancement services, mailing lists, maps, and direct marketing agency services. I promise you will get assistance from a knowledgeable staff ready to help you achieve the highest level of data quality to meet your business goals. Your feedback is always important to me. Please don't hesitate to email your comments or suggestions to [email protected]. I look forward to hearing from you. .
Raymond F. Melissa President
User’s Guide 2006
EXPRESSEntry Input Addresses Faster
Express Entry User’s Guide
i
Table of Contents Welcome to Express Entry...............................................................................1 Installing Express Entry ...................................................................................1 Server Installation ................................................................................................. 1 Client Installation................................................................................................... 2
Starting Express Entry .....................................................................................3 Using Express Entry ........................................................................................3 Creating or Modifying Templates .....................................................................6 Name the Template............................................................................................... 7 Adding Fields ........................................................................................................ 7 Available Fields ..................................................................................................... 8 Select Keystrokes ............................................................................................... 11 Reordering Fields and Keystrokes in a Template ............................................... 12 Removing Fields and Keystrokes from a Template ............................................ 12 Saving the Template ........................................................................................... 12 Deleting a Template ............................................................................................ 12 Creating a Keystroke........................................................................................... 13 Deleting a Keystroke ........................................................................................... 13
Options...........................................................................................................13 View Template Format ........................................................................................ 13 Switch Output Template...................................................................................... 14 Path..................................................................................................................... 14 Use Upper Case.................................................................................................. 15 Use International Names..................................................................................... 15
Information Codes..........................................................................................17 Sample Template 1: Data Entry.....................................................................18 Sample Template 2: Business Letter Header ................................................18
Express Entry User’s Guide
1
Welcome to Express Entry Express Entry enables you to catch address errors before they get into your documents, spreadsheets and databases. Using the same technology that powers MAILERS+4, Express Entry can check an address and verify that it falls within a valid address range according the United States Postal Service. Then the application will apply a customized template to transfer the data to a target application without retyping, in the correct order with the necessary punctuation, carriage returns and tabs. Whether you are typing a business letter or performing data entry, Express Entry will reduce errors caused by incorrect addresses or typing mistakes.
Installing Express Entry Express Entry has two components that need to be installed separately. The server installation includes the data files that Express Entry uses to verify and format addresses. The client install includes the actual Express Entry application. It's possible to install the data files and the application to the same computer, but if you intend to have more than one person using Express Entry, you can install the data files on a network server. When you receive the updated data files, you only need to install them to a single location, rather than installing them once for every person using Express Entry.
Server Installation 1
Insert the Express Entry CD into your CD-ROM drive.
2
Click the Start Menu and select Run.
3
Type "D:\setup-server.exe" and click OK. Substitute the correct drive letter if your CD-ROM drive is not drive letter D.
4
The installer starts. Click Next.
5
Click Next to accept the default installation directory.
6
Click Install.
7
The Installer copies the data files from the CD to the Database subdirectory of the installation directory.
8
Click Finish.
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Express Entry User’s Guide
Client Installation 1
Insert the Express Entry CD into your CD-ROM drive.
2
Click the Start Menu and select Run.
3
Type "D:\setup.exe" and click OK. Substitute the correct drive letter if your CD-ROM drive is not drive letter D.
4
The installer starts. Click Next.
5
Select the button to accept the license agreement and click Next.
6
Click Next to accept the default installation directory.
7
Click Next to accept the default name for the Program Menu folder.
8
Select Program files only if you used the server installation to install the data files on a remote computer to be accessed by multiple client computers.
9
Select Full Installation to install both the program and the data file to the local machine. A computer with a full installation can act as a server to other client installations of Express Entry.
10 Place a check in the checkbox if you want to create an Express Entry icon on your desktop. 11 Click Next.
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12 Click Install. 13 The installer will copy the files to your hard disk. 14 Click Finish.
Starting Express Entry To Start Express Entry: 1
Click the Start Menu and select Programs and the Express Entry folder.
2
Click Express Entry.
Using Express Entry
Express Entry has a simple, three-step work flow. In addition to Express Entry, you will need to be running the "target" application that will be receiving data from
4
Express Entry User’s Guide Express Entry. The target application must be the one immediately below Express Entry in the task list. In other words, when you are in Express Entry, it must be the first application that Windows would switch to if you held down the ALT key and pressed the TAB key. 1
Hold down the ALT key and press TAB to return to Express Entry.
2
Type the address that you want to enter into your application. At a minimum, Express Entry requires a street address and either a city and state or a ZIP Code. Name and Company are not required for Express Entry to check the address but can be included if you want the program to pass this information on to your application.
3
Click Search for Address
4
Express Entry will search the address database to verify that this address matches a valid range in the national database. If it does, it will display the standardized address in the list below. If it does not, or if the program has found multiple possible matches, it will display all possible matches in the list below.
5
If Express Entry has found multiple matches for the submitted address, select the range that matches the entered address.
6
Click Send Data to Application.
Express Entry User’s Guide 7
The address data will be copied to the target application using the current template.
5
6
Express Entry User’s Guide
Creating or Modifying Templates Templates determine what information is sent to other applications and in what order, as well as any additional keystrokes, like tab characters or the enter key, that are needed to insert the data into the target application. To modify or create a template, click the Action Menu and Select Manage Templates. Express Entry displays the Template Output screen. To create a new Template, select from the Templates list.
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Name the Template In the Template Name text box, type a name for this template. You can also type a more detailed description in the Description text box.
Adding Fields Fields contain data derived from the address data entered. Every template needs at least one field. Any given field can only be added once to a template. The available fields are shown in the Address Fields box at the bottom. There are two categories, Name and Address. Within Address, there are several other subcategories. If you see a "+" next to an item in this list, it is a category and not a field. Click the "+" to see a list of fields within that category. To add a field to the current template: 1
In the Address Format list, select the field or keystroke that is already in the template that you want to come before the field that you are about to add. For example, if you wish to add Zip5 after State, select the State field in the Address Format box.
2
Select the field that you want to add to the template.
3
Click the ">>>" button.
8
Express Entry User’s Guide 4
The selected field is added to the Address Format box, right below the last selected field.
Available Fields Address Carrier Route
The Carrier Route represents the delivery route of single mail carrier. Sorting by carrier route is the basis of many postal Discounts
City Abbreviation
If the full city Name is longer than 13 letters, this field returns the 13-letter abbreviation of the city name.
Name
Returns the full city name.
Company
Returns the contents of the company text box on the main Express Entry screen.
Congressional District
Returns the two-digit Congressional district number associated with the submitted address's ZIP + 4 code. If a state only has one representative, this number will be 01.
Country
Returns the two-letter for the country where the submitted address is located. The two possible values are "US" for the United States and "CA" for Canada.
County FIPS
Returns the FIPS Code for the county where the submitted address is located. The Federal Information Processing Standard (FIPS) is a 5-digit code defined by the U.S. Bureau of Census. The first two digits are the state code and the last three indicate the county within the state.
Name
Returns the name of the county where the submitted address is located.
Express Entry User’s Guide Delivery Point Code
9 Returns the two-digit delivery point code associated with the input address. This 2-digit string makes up the 10th and 11th positions of a 12-digit POSTNet barcode.
Delivery Point Check Digit
Returns the one-digit number representing the check digit associated with the submitted address. In 12-digit POSTNet barcodes, the ZIP Code is used for positions 1 to 5, the Plus4 code for positions 6 to 9, the delivery point code for positions 10 and 11, and this check digit for position 12.
GeoCode Latitude
Returns the latitude in degrees of the centroid for the five-digit ZIP Code of the submitted address.
Longitude
Returns the longitude in degrees of the centroid for the five-digit ZIP Code of the submitted address.
LACS
Returns a one-character string which indicates if the input address has undergone a conversion to city-style street addresses. If the address has been converted to a citystyle address within the last year, this field will return the letter "L."
Parsed Address Range
Returns the numeric portion of the street address.
Directions Post
Returns any direction information preceding the street name.
Pre
Returns and direction information that follows the street name.
10
Express Entry User’s Guide Private Mailbox Name
Returns the text description portion of a CMRA mailbox number.
Range
Returns the numeric portion of a CMRA mailbox number.
Street Name
Returns the street name, minus any suffix.
Suffix
Returns the standardized suffix portion of the street name, such as “ST”, “RD”, “AVE” or “BLVD”.
Suite Name
Returns the text descript of any secondary address range, such as “SUITE”, “BLDG” or “APT”.
Range
Returns the numeric portion of any secondary address range, such as a suite or apartment number.
Private Mailbox
Returns the full CMRA mail box number.
State
Returns the two-character abbreviation for the state.
Street
Returns the full street address.
Street2
This field is not currently used.
Suite
Returns the secondary address, such as a suite or apartment number.
Time Zone Code
Returns a two-digit code for the time zone where the address is located.
Name
Returns the name of the time zone where the address is located.
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Type Code
Returns a one-character code for the type of address.
String
Returns a text description of the address type.
Urbanization
Returns the urbanization code for Puerto Rican addresses only.
Zip Plus4
Returns the four-digit extension of the ZIP + 4 code.
Type
Returns a one-digit code if this special type of ZIP Code (used for military bases, P.O. boxes or a unique ZIP Code assigned to a specific facility.
Zip5
Returns the five-digit ZIP Code.
Name First
Returns the given name portion of the person’s name.
Gender
Returns a one-character code for the gender derived from the first name.
Last
Returns the family name portion of the person’s name.
Middle
Returns any middle initials or names.
Prefix
Returns any titles or honorifics preceding the person’s name, such as “Dr.” or “Ms.”
Suffix
Returns any honorifics or generational suffixes, such as “Jr”, “IV” or “MD”.
Select Keystrokes Keystrokes are characters like tabs, carriage returns, spaces and anything else required to properly format your data before sending it to the target application.
12
Express Entry User’s Guide The procedure for adding a keystroke to the template is identical to that for adding a field. 1
Select the keystroke from the Keystroke list.
2
Click the >>> button.
3
The keystroke will be added directly below the currently selected item in the Address Format list.
Reordering Fields and Keystrokes in a Template You can change the order of fields and keystrokes that have already been added to a template. 1
Select the field or keystroke from the Address Format list by clicking on it.
2
Click the up arrow above the Address Format box to move the field or keystroke higher in the template order.
3
Click the down arrow above the Address Format box to move the field or keystroke lower in the template order.
Removing Fields and Keystrokes from a Template To remove a field or keystroke from the current template: 1
Select the field or keystroke from the Address Format list by clicking on it.
2
Click the <<< button to remove it from the template.
Saving the Template To save changes to the current template, click the Save Template button. If you do not save, your changes will be lost when you exit the Template Output screen.
Deleting a Template To delete a template, select the template from the Templates list and click the Remove Template button. Click the Yes button to confirm that you want to delete the template.
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Creating a Keystroke If you need to add a keystroke that is not currently listed in the Keystroke list, you can add one. 1
Click the Create Keystroke button.
2
Express Entry displays a facsimile of a standard keyboard.
3
Click the key you wish to add to the available keystrokes.
Deleting a Keystroke If you no longer need a keystroke, you can delete it from the list of available keystrokes. 1
Select the item on the Keystrokes list that you want to delete.
2
Click the button with the image of a trash can.
Options The Options menu contains several additional functions for configuring and customizing Express Entry.
View Template Format This option displays the contents of the currently selected template.
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Express Entry User’s Guide
Switch Output Template Use this option to change which template Express Entry will use when sending data to the target application.
1
Click the Options menu and select Switch Output Template.
2
Select the template to use by clicking on it.
3
Click OK.
Path
This option tells Express Entry where to find the data files. Use this option to set your datapath initially or if you have moved your data files to another folder. 1
Click the Options menu and select Path.
2
Click Browse and locate the directory or network share which contains the Express Entry data files.
3
Click Open.
4
Click OK.
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Use Upper Case When checked, this option causes Express Entry to send its data to the target application in all upper case. Click on the Option menu and click Use Upper Case to toggle this option on or off.
Use International Names When checked, this option changes the main Express Entry screen to use Canadian postal terms: "Municipality" instead of "City," "Province" instead of "State" and "Postal Code" instead of "ZIP." Click on the Option menu and click Use International Names to toggle this option on or off.
Allow Non-Verified Addresses When checked, this option will permit Express Entry to send data to a target audience, even if it could not be matched to valid address range in the postal database. The non-verified data will still be standardized, meaning that standard postal punctuation and abbreviation will be applied. Click on the Option menu and click Allow Non-Verified Addressrd to toggle this option on or off.
Send and Close When checked, this option will cause Express Entry to automatically minimize itself after sending data to the target application. Click on the Option menu and click Send and Close to toggle this option on or off.
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Express Entry User’s Guide
View The View menu has two options, Standard and Reverse. Reverse flips the order of the entry fields on the main Express Entry screen. ZIP Code is first and Name is last.
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Information Codes The following section lists the codes returned by the Time Zone, Address Type and Zip Type fields.
Time Zones Code Time Zone
Code Time Zone
0
Miltary Time
9
Alaska Time
4
Atlantic Time
10
Hawaii Time
5
Eastern Time
11
Samoa Time
6
Central Time
12
Marshall Island Time
7
Mountain Time
14
Guam Time
8
Pacific Time
15
Palau Time
Address Type Code Address Type F
Firm or Company
G
General Delivery
H
Highrise or Business Complex
P
PO Box
R
Rural Route
S
Street or Residential
ZIP Type Code Code
ZIP Type
P
A ZIP Code used only for PO Boxes
U
Unique: A ZIP Code assigned to an organization or government institution such as the IRS.
M
Military: A ZIP Code assigned to an APO/FPO.
Empty A standard ZIP Code.
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Express Entry User’s Guide
Sample Template 1: Data Entry The following example of a template could be used in conjunction with a database application. This example doesn’t necessarily reflect any specific database application and assumes that the application uses the TAB key to advance from field to field. This example simply sends the basic name and address information to the target application, including the Delivery Point Bar Code data. Last • TAB • First • TAB • Middle • TAB • Street • TAB • Suite • TAB • City Name • TAB • State • TAB • Zip Zip5 • “-” (dash) • Zip Plus4 • TAB • Country • TAB • Delivery Point Code • TAB • Delivery Point Check Digit
Sample Template 2: Business Letter Header Express Entry can also be used to verify and standardize an address when typing a letter in Microsoft Word or another word processing application. The following example would output a formatted address that be used for a business letter heading or an envelope. Prefix • BLANKSPACE • First • BLANKSPACE • Middle • BLANKSPACE • Last • BLANKSPACE • Suffix • ENTER • Street • ENTER • Suite • ENTER • City Name • “,” (comma) • State • Zip Zip5 • “-” (dash) • Zip Plus4
Copyright Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Melissa Data Corporation. This document and the software it describes are furnished under a license agreement, and may be used or copied only in accordance with the terms of the license agreement. Copyright © 2006 by Melissa Data Corporation. All rights reserved. Information in this document is subject to change without notice. Melissa Data Corporation assumes no responsibility or liability for any errors, omissions, or inaccuracies that may appear in this document.
Trademarks ExpressEntry is a registered trademark of Melissa Data Corp. Windows is a registered trademark of Microsoft Corp. The following are registrations and trademarks of the United States Postal Service: CASS, CASS Certified, DMM, DPV, DSF2, eLOT, First-Class Mail, LACSLink, NCOALink, PAVE, Planet Code, Post Office, Postal Service, RDI, Standard Mail, U.S. Postal Service, United States Post Office, United States Postal Service, USPS, ZIP, ZIP Code, and ZIP + 4. NCOALink, LACSLink and DSF2 are provided by a nonexclusive licensee of the USPS. Melissa Data is a nonexclusive licensee of the USPS for DPV processing and a Limited Service Provider Licensee of the USPS for NCOALink. The prices for NCOALink and DPV services are not established, controlled, or approved by the United States Postal Service. All other brands and products are trademarks of their respective holder(s). Document number: EE0506UG Last Update: May 22, 2006 MELISSA DATA CORPORATION 22382 Avenida Empresa Rancho Santa Margarita, CA 92688 Phone: 1-800-MELISSA (1-800-635-4772) Fax: 949-589-5211 E-mail: [email protected] Internet: www.MelissaData.com
For the latest copy of this reference guide, visit http://www.MelissaData.com/tech/expressentry.htm
Dear Valued Customer, Thank you for purchasing Express Entry. I am confident you will find this product valuable in your efforts to optimize data entry and address validation. You will be able to quickly and easily verify any U.S. address, add the ZIP + 4 Code, and transfer the data to your target application. Melissa Data has been helping data quality professionals such as yourself for over 21 years. We've designed our products and services to meet your most demanding data quality concerns, while keeping them easy to use, flexible, and most of all, affordable. Please don't hesitate to ask for help with any data quality concern you may have. We're at your service with mailing and marketing software and databases, programmer and developer tools, data enhancement services, mailing lists, maps, and direct marketing agency services. I promise you will get assistance from a knowledgeable staff ready to help you achieve the highest level of data quality to meet your business goals. Your feedback is always important to me. Please don't hesitate to email your comments or suggestions to [email protected]. I look forward to hearing from you. .
Raymond F. Melissa President
User’s Guide 2006
EXPRESSEntry Input Addresses Faster
Express Entry User’s Guide
i
Table of Contents Welcome to Express Entry...............................................................................1 Installing Express Entry ...................................................................................1 Server Installation ................................................................................................. 1 Client Installation................................................................................................... 2
Starting Express Entry .....................................................................................3 Using Express Entry ........................................................................................3 Creating or Modifying Templates .....................................................................6 Name the Template............................................................................................... 7 Adding Fields ........................................................................................................ 7 Available Fields ..................................................................................................... 8 Select Keystrokes ............................................................................................... 11 Reordering Fields and Keystrokes in a Template ............................................... 12 Removing Fields and Keystrokes from a Template ............................................ 12 Saving the Template ........................................................................................... 12 Deleting a Template ............................................................................................ 12 Creating a Keystroke........................................................................................... 13 Deleting a Keystroke ........................................................................................... 13
Options...........................................................................................................13 View Template Format ........................................................................................ 13 Switch Output Template...................................................................................... 14 Path..................................................................................................................... 14 Use Upper Case.................................................................................................. 15 Use International Names..................................................................................... 15
Information Codes..........................................................................................17 Sample Template 1: Data Entry.....................................................................18 Sample Template 2: Business Letter Header ................................................18
Express Entry User’s Guide
1
Welcome to Express Entry Express Entry enables you to catch address errors before they get into your documents, spreadsheets and databases. Using the same technology that powers MAILERS+4, Express Entry can check an address and verify that it falls within a valid address range according the United States Postal Service. Then the application will apply a customized template to transfer the data to a target application without retyping, in the correct order with the necessary punctuation, carriage returns and tabs. Whether you are typing a business letter or performing data entry, Express Entry will reduce errors caused by incorrect addresses or typing mistakes.
Installing Express Entry Express Entry has two components that need to be installed separately. The server installation includes the data files that Express Entry uses to verify and format addresses. The client install includes the actual Express Entry application. It's possible to install the data files and the application to the same computer, but if you intend to have more than one person using Express Entry, you can install the data files on a network server. When you receive the updated data files, you only need to install them to a single location, rather than installing them once for every person using Express Entry.
Server Installation 1
Insert the Express Entry CD into your CD-ROM drive.
2
Click the Start Menu and select Run.
3
Type "D:\setup-server.exe" and click OK. Substitute the correct drive letter if your CD-ROM drive is not drive letter D.
4
The installer starts. Click Next.
5
Click Next to accept the default installation directory.
6
Click Install.
7
The Installer copies the data files from the CD to the Database subdirectory of the installation directory.
8
Click Finish.
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Express Entry User’s Guide
Client Installation 1
Insert the Express Entry CD into your CD-ROM drive.
2
Click the Start Menu and select Run.
3
Type "D:\setup.exe" and click OK. Substitute the correct drive letter if your CD-ROM drive is not drive letter D.
4
The installer starts. Click Next.
5
Select the button to accept the license agreement and click Next.
6
Click Next to accept the default installation directory.
7
Click Next to accept the default name for the Program Menu folder.
8
Select Program files only if you used the server installation to install the data files on a remote computer to be accessed by multiple client computers.
9
Select Full Installation to install both the program and the data file to the local machine. A computer with a full installation can act as a server to other client installations of Express Entry.
10 Place a check in the checkbox if you want to create an Express Entry icon on your desktop. 11 Click Next.
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12 Click Install. 13 The installer will copy the files to your hard disk. 14 Click Finish.
Starting Express Entry To Start Express Entry: 1
Click the Start Menu and select Programs and the Express Entry folder.
2
Click Express Entry.
Using Express Entry
Express Entry has a simple, three-step work flow. In addition to Express Entry, you will need to be running the "target" application that will be receiving data from
4
Express Entry User’s Guide Express Entry. The target application must be the one immediately below Express Entry in the task list. In other words, when you are in Express Entry, it must be the first application that Windows would switch to if you held down the ALT key and pressed the TAB key. 1
Hold down the ALT key and press TAB to return to Express Entry.
2
Type the address that you want to enter into your application. At a minimum, Express Entry requires a street address and either a city and state or a ZIP Code. Name and Company are not required for Express Entry to check the address but can be included if you want the program to pass this information on to your application.
3
Click Search for Address
4
Express Entry will search the address database to verify that this address matches a valid range in the national database. If it does, it will display the standardized address in the list below. If it does not, or if the program has found multiple possible matches, it will display all possible matches in the list below.
5
If Express Entry has found multiple matches for the submitted address, select the range that matches the entered address.
6
Click Send Data to Application.
Express Entry User’s Guide 7
The address data will be copied to the target application using the current template.
5
6
Express Entry User’s Guide
Creating or Modifying Templates Templates determine what information is sent to other applications and in what order, as well as any additional keystrokes, like tab characters or the enter key, that are needed to insert the data into the target application. To modify or create a template, click the Action Menu and Select Manage Templates. Express Entry displays the Template Output screen. To create a new Template, select
Express Entry User’s Guide
7
Name the Template In the Template Name text box, type a name for this template. You can also type a more detailed description in the Description text box.
Adding Fields Fields contain data derived from the address data entered. Every template needs at least one field. Any given field can only be added once to a template. The available fields are shown in the Address Fields box at the bottom. There are two categories, Name and Address. Within Address, there are several other subcategories. If you see a "+" next to an item in this list, it is a category and not a field. Click the "+" to see a list of fields within that category. To add a field to the current template: 1
In the Address Format list, select the field or keystroke that is already in the template that you want to come before the field that you are about to add. For example, if you wish to add Zip5 after State, select the State field in the Address Format box.
2
Select the field that you want to add to the template.
3
Click the ">>>" button.
8
Express Entry User’s Guide 4
The selected field is added to the Address Format box, right below the last selected field.
Available Fields Address Carrier Route
The Carrier Route represents the delivery route of single mail carrier. Sorting by carrier route is the basis of many postal Discounts
City Abbreviation
If the full city Name is longer than 13 letters, this field returns the 13-letter abbreviation of the city name.
Name
Returns the full city name.
Company
Returns the contents of the company text box on the main Express Entry screen.
Congressional District
Returns the two-digit Congressional district number associated with the submitted address's ZIP + 4 code. If a state only has one representative, this number will be 01.
Country
Returns the two-letter for the country where the submitted address is located. The two possible values are "US" for the United States and "CA" for Canada.
County FIPS
Returns the FIPS Code for the county where the submitted address is located. The Federal Information Processing Standard (FIPS) is a 5-digit code defined by the U.S. Bureau of Census. The first two digits are the state code and the last three indicate the county within the state.
Name
Returns the name of the county where the submitted address is located.
Express Entry User’s Guide Delivery Point Code
9 Returns the two-digit delivery point code associated with the input address. This 2-digit string makes up the 10th and 11th positions of a 12-digit POSTNet barcode.
Delivery Point Check Digit
Returns the one-digit number representing the check digit associated with the submitted address. In 12-digit POSTNet barcodes, the ZIP Code is used for positions 1 to 5, the Plus4 code for positions 6 to 9, the delivery point code for positions 10 and 11, and this check digit for position 12.
GeoCode Latitude
Returns the latitude in degrees of the centroid for the five-digit ZIP Code of the submitted address.
Longitude
Returns the longitude in degrees of the centroid for the five-digit ZIP Code of the submitted address.
LACS
Returns a one-character string which indicates if the input address has undergone a conversion to city-style street addresses. If the address has been converted to a citystyle address within the last year, this field will return the letter "L."
Parsed Address Range
Returns the numeric portion of the street address.
Directions Post
Returns any direction information preceding the street name.
Pre
Returns and direction information that follows the street name.
10
Express Entry User’s Guide Private Mailbox Name
Returns the text description portion of a CMRA mailbox number.
Range
Returns the numeric portion of a CMRA mailbox number.
Street Name
Returns the street name, minus any suffix.
Suffix
Returns the standardized suffix portion of the street name, such as “ST”, “RD”, “AVE” or “BLVD”.
Suite Name
Returns the text descript of any secondary address range, such as “SUITE”, “BLDG” or “APT”.
Range
Returns the numeric portion of any secondary address range, such as a suite or apartment number.
Private Mailbox
Returns the full CMRA mail box number.
State
Returns the two-character abbreviation for the state.
Street
Returns the full street address.
Street2
This field is not currently used.
Suite
Returns the secondary address, such as a suite or apartment number.
Time Zone Code
Returns a two-digit code for the time zone where the address is located.
Name
Returns the name of the time zone where the address is located.
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11
Type Code
Returns a one-character code for the type of address.
String
Returns a text description of the address type.
Urbanization
Returns the urbanization code for Puerto Rican addresses only.
Zip Plus4
Returns the four-digit extension of the ZIP + 4 code.
Type
Returns a one-digit code if this special type of ZIP Code (used for military bases, P.O. boxes or a unique ZIP Code assigned to a specific facility.
Zip5
Returns the five-digit ZIP Code.
Name First
Returns the given name portion of the person’s name.
Gender
Returns a one-character code for the gender derived from the first name.
Last
Returns the family name portion of the person’s name.
Middle
Returns any middle initials or names.
Prefix
Returns any titles or honorifics preceding the person’s name, such as “Dr.” or “Ms.”
Suffix
Returns any honorifics or generational suffixes, such as “Jr”, “IV” or “MD”.
Select Keystrokes Keystrokes are characters like tabs, carriage returns, spaces and anything else required to properly format your data before sending it to the target application.
12
Express Entry User’s Guide The procedure for adding a keystroke to the template is identical to that for adding a field. 1
Select the keystroke from the Keystroke list.
2
Click the >>> button.
3
The keystroke will be added directly below the currently selected item in the Address Format list.
Reordering Fields and Keystrokes in a Template You can change the order of fields and keystrokes that have already been added to a template. 1
Select the field or keystroke from the Address Format list by clicking on it.
2
Click the up arrow above the Address Format box to move the field or keystroke higher in the template order.
3
Click the down arrow above the Address Format box to move the field or keystroke lower in the template order.
Removing Fields and Keystrokes from a Template To remove a field or keystroke from the current template: 1
Select the field or keystroke from the Address Format list by clicking on it.
2
Click the <<< button to remove it from the template.
Saving the Template To save changes to the current template, click the Save Template button. If you do not save, your changes will be lost when you exit the Template Output screen.
Deleting a Template To delete a template, select the template from the Templates list and click the Remove Template button. Click the Yes button to confirm that you want to delete the template.
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13
Creating a Keystroke If you need to add a keystroke that is not currently listed in the Keystroke list, you can add one. 1
Click the Create Keystroke button.
2
Express Entry displays a facsimile of a standard keyboard.
3
Click the key you wish to add to the available keystrokes.
Deleting a Keystroke If you no longer need a keystroke, you can delete it from the list of available keystrokes. 1
Select the item on the Keystrokes list that you want to delete.
2
Click the button with the image of a trash can.
Options The Options menu contains several additional functions for configuring and customizing Express Entry.
View Template Format This option displays the contents of the currently selected template.
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Express Entry User’s Guide
Switch Output Template Use this option to change which template Express Entry will use when sending data to the target application.
1
Click the Options menu and select Switch Output Template.
2
Select the template to use by clicking on it.
3
Click OK.
Path
This option tells Express Entry where to find the data files. Use this option to set your datapath initially or if you have moved your data files to another folder. 1
Click the Options menu and select Path.
2
Click Browse and locate the directory or network share which contains the Express Entry data files.
3
Click Open.
4
Click OK.
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Use Upper Case When checked, this option causes Express Entry to send its data to the target application in all upper case. Click on the Option menu and click Use Upper Case to toggle this option on or off.
Use International Names When checked, this option changes the main Express Entry screen to use Canadian postal terms: "Municipality" instead of "City," "Province" instead of "State" and "Postal Code" instead of "ZIP." Click on the Option menu and click Use International Names to toggle this option on or off.
Allow Non-Verified Addresses When checked, this option will permit Express Entry to send data to a target audience, even if it could not be matched to valid address range in the postal database. The non-verified data will still be standardized, meaning that standard postal punctuation and abbreviation will be applied. Click on the Option menu and click Allow Non-Verified Addressrd to toggle this option on or off.
Send and Close When checked, this option will cause Express Entry to automatically minimize itself after sending data to the target application. Click on the Option menu and click Send and Close to toggle this option on or off.
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Express Entry User’s Guide
View The View menu has two options, Standard and Reverse. Reverse flips the order of the entry fields on the main Express Entry screen. ZIP Code is first and Name is last.
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17
Information Codes The following section lists the codes returned by the Time Zone, Address Type and Zip Type fields.
Time Zones Code Time Zone
Code Time Zone
0
Miltary Time
9
Alaska Time
4
Atlantic Time
10
Hawaii Time
5
Eastern Time
11
Samoa Time
6
Central Time
12
Marshall Island Time
7
Mountain Time
14
Guam Time
8
Pacific Time
15
Palau Time
Address Type Code Address Type F
Firm or Company
G
General Delivery
H
Highrise or Business Complex
P
PO Box
R
Rural Route
S
Street or Residential
ZIP Type Code Code
ZIP Type
P
A ZIP Code used only for PO Boxes
U
Unique: A ZIP Code assigned to an organization or government institution such as the IRS.
M
Military: A ZIP Code assigned to an APO/FPO.
Empty A standard ZIP Code.
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Express Entry User’s Guide
Sample Template 1: Data Entry The following example of a template could be used in conjunction with a database application. This example doesn’t necessarily reflect any specific database application and assumes that the application uses the TAB key to advance from field to field. This example simply sends the basic name and address information to the target application, including the Delivery Point Bar Code data. Last • TAB • First • TAB • Middle • TAB • Street • TAB • Suite • TAB • City Name • TAB • State • TAB • Zip Zip5 • “-” (dash) • Zip Plus4 • TAB • Country • TAB • Delivery Point Code • TAB • Delivery Point Check Digit
Sample Template 2: Business Letter Header Express Entry can also be used to verify and standardize an address when typing a letter in Microsoft Word or another word processing application. The following example would output a formatted address that be used for a business letter heading or an envelope. Prefix • BLANKSPACE • First • BLANKSPACE • Middle • BLANKSPACE • Last • BLANKSPACE • Suffix • ENTER • Street • ENTER • Suite • ENTER • City Name • “,” (comma) • State • Zip Zip5 • “-” (dash) • Zip Plus4
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