Add a Local Fuzzy Database

In order to use a Local Fuzzy Database in a locator, on the validation form, or in a script, it first needs to be added to the project. Before adding a Local Fuzzy Database to your project, ensure that the .CSV or .TXT file is formatted correctly.

Note It is best practice not to exceed the supported number of records for a local fuzzy database. The default number of supported records is set to five million records. Databases may exceed this limit, but more memory is required. However, even with increased memory allocated, processing speed may be decreased. Alternatively, you can use a Remote Fuzzy Database that is managed through the KofaxSearch and Matching Server.

You can add a Local Fuzzy Database by following these steps:

  1. On the Project tab, in the Configuration group, select Project Settings Project Settings icon.
  2. Click the Databases tab to view the databases settings.
  3. In the Databases group, click Add. The Add New Database window is displayed.
  4. In the Database Name field, type a descriptive name for the new fuzzy database.
  5. On the Database Type list, select the Local Fuzzy Database type.
  6. Click OK. The Local Fuzzy Database Properties window is displayed.
  7. On the Local Fuzzy Database Properties window, set the following properties in any order:
    1. Select where the Referenced import file (text or csv file) is located, either Filesystem or Web.
    2. If you selected Filesystem, click Browse and navigate to the required .txt or .csv file.

      A copy of the source database file is imported into the file system hierarchy for the project.

    3. If you selected Web, click Browse URL and type in the desired web address.
    4. Optionally, select Yes for the Use Authentication if the specified file is protected and provide a User Name and Password.

      A copy of the source database file is imported into the file system hierarchy for the project.

    5. Click Test to ensure that the URL is available.
    6. Optionally, if case does not matter, select the Ignore case option in the Import Options group.
      All strings are automatically converted to lower case when a search is performed and case is ignored when this option is selected.
    7. Optionally, if the first record entry in the Local Fuzzy Database contains the column header names, select the First line contains caption option in the Import Options group.
    8. Type the field delimiter character that separates entry fields into the Field delimiter option in the Import Options group.
    9. Type the characters that separate compound words in an entry field into the Word separation characters option in the Import Options group.
    10. Type a list of characters to be ignored and excluded when a database entry or field value is returned into the Characters to ignore option in the Import Options group.
    11. Optionally, add, delete, modify, or import string substitutions in the String Substitution group.
    12. Optionally, to update the imported copy of the database automatically when the source database is modified, select the Automatic update from import file option.
    13. Optionally, if you want to store the Local Fuzzy Database in memory, select the Load database in memory option.
    14. Optionally, select the Database processing level to optimize your database searches.
    15. If any of the fields are not present on a document, right-click a database field header in the Field Names group, and select Not present on document.
  8. Click OK to save the Local Fuzzy Database.

    The properties window is closed and the new Local Fuzzy Database is displayed in the list of databases in the Databases group.

  9. Optionally, click OK to close the Project Settings window.
  10. Save the changes to your project.