Procedures for starting up with the CARDS Ratings system

 

Installation on your computer

Outline

 

To establish your club in the CARDS ratings system there are a few basic steps that must be followed.

 

 

 From then on your club and its members are in the CARDS system.

 

Install Firebird database software

The recommended database software is the open source (free) version which is available from FireBird. See http://www.firebirdsql.org/ for more details. Firebird install kit is available from this site at Firebird-1.5.3.4870-0-Win32.exe (2.7 Mb).

Make sure you install both CLIENT AND SERVER.

The alternative is Interbase from Borland. See Borland for a discussion on the technical aspects of Interbase. If you wish to order Interbase from Borland go to the Borland site

Using the Firebird product is simple and cheap and as far as the CARDS program is concerned is all you really need.

Once the database software is installed you will no longer need to worry about its installation in any later updates.

Install CARDS software

Install the CARDS latest release. Download from here.
Run the program and follow the prompts and using the default values when in doubt.

The first time you start up CARDS, you will be asked to set the first time options.

Set the path to the masterfile folder. This is the path to the folder (directory) where you will place your club members database.

Members’ masterfile

 

Where you have been using the ASE Scorer version 7 simply export the members’ details  from that masterfile to a text file which can be imported into CARDS.

 

In ASE7 use the option [Names] [File] [Save] to produce a text file. Save this file in some convenient folder (e.g. c:\ase7\text).

 

Define a new masterfile in CARDS. Use the option [System] [Club Members] or press F9.

Select the option [File] [New club DB]. Name your file appropriately. Press [Save].

 

If the screen “ABF clubs” appears then choose your club name or press [Cancel]. Fill in your club details as required.

 

At this point the next step may be performed as well. In the “Ratings club name” enter the name you prefer as the CARDS club name. For example the “Cairns bridge club” might choose “cairns” as the name. Choose a single word that best describes your club.

 

Press [OK] and the masterfile is then established. You may be asked if you want to import your members into the file. Say yes. From the list of import sources choose the one that suits you. If you wish to import the file saved above from ASE7 choose the “ASE version 7” option from the list. If you do not have a current list of members choose the “ABF names” option. Press [Import] and in the case of ASE7 you will need locate the file and press [Open].

 

If you have an empty masterfile you can import the names by selecting the option [Imports] [Members from file] and the same import dialogue mentioned above will be shown.

 

Define the CARDS club name

 

If you did not define the CARDS ratings club name when you set up your club masterfile then follow these simple steps.

 

This name is used as the default file name during export and import options used each month. It is also the name used by the CARDS system to identify the club during the update procedure.

 

From your main screen select [System] [Club details]. Alternatively from the members masterfile screen (F9) select [Options] [Club details].

 

Click in the last field “name” within the group “Ratings club name”. Enter the name you prefer as the CARDS club name. For example the “Cairns bridge club” might choose “cairns” as the name. Choose a single word that best describes your club.

 

Click [OK].

 

Check there are no members that are already in the CARDS system

 

Once players are in the CARDS rating scheme they are identified by one “bridge name” in all the clubs they participate. This is used in preference to a “number” like the ABF number as it only means another number to remember.

 

Even so the CARDS system will use the national ABF number to identify players if no other information is available about the player. Therefore there is no need to worry about identifying players who have an ABF number and play at other clubs where they are already participating in the CARDS system.

 

On the other hand there is an issue where you have players who do NOT  have an ABF number AND are already participating in the CARDS system. In that case you will need to find out what their “bridge name” is from the other club or from CARDS at support@asecomputing.com.

Once you have that “bridge name” go to that member’s details in the masterfile and enter their “bridge name” before the next step.

 

Produce a members’ ratings export file

 

Go to the members masterfile screen (F9) and select the option [File] [Export players for ratings] and save the file as a text file (e.g. cairns.txt). Email this file to support@asecomputing.com. Making a zip file of the text file before sending via email would make it smaller and also eliminated problems caused by some email software that interferes with text files.

 

Once this file is processed by the CARDS system your club will be part of the ratings system. You will be emailed (or choose to download from the Internet) your club’s CARDS file (e.g. cairns.cds). This should happen within 24 hours of sending the initial ratings export file. Once this file is loaded into your members’ masterfile your club is fully participating in the scheme (see below for details on this procedure).

 

NOTE the members’ masterfile used to produce the ratings export file will always be the CARDS members’ masterfile. You should take care in managing this file with regular backup copies made. This file contains all your ratings information and the event history.

 

Load the latest CARDS file into your members’ masterfile

 

This procedure can be done manually or automatically. When CARDS is started it automatically checks to see if there is a recent CARDS file on the Internet. The computer needs to be connected to the Internet for this to succeed.

 

Whether you get the CARDS file via email or Internet download the procedure is the same. From your masterfile screen use the option [Imports] [Player ratings] (this appears automatically if you have chosen to get the latest download from the Internet). The screen will give you the option of download (you placing the file in a convenient folder). Once you have the latest file select the [Update] option, selecting the latest .cds file (e.g. cairns.cds) in the [Open] dialogue.

 

You also have the choice of update type. The update can be “Start of month” or “mid month”. The first time you load the CARDS data use the “Start of month” option, and the first time in any month. If there is ever a second update available during the month use the “mid month” option.

 

Once the initial load of the CARDS file has taken place your club will be participating. You must realise that the rating information does not work for about three months as we need about 13 results from a player before they are rated. So it will be happening in the background for a while. Every time an event is scored the ratings impacts for players are recorded in the event.

 

Processing dates of events and session

 

An event is only included in CARDS month-end processing once it has been finalized. The session date is used during the ratings’ update (but see below for further details on this point).

 

When you run the export option at the end of month all the events in the date range selected will be displayed in the list. NOTE this is the event date, not the date of the  sessions within the event. The session dates within those events are used during the update process and are used to identify the uniqueness of the sessions of play.

 

Therefore events with many sessions need to be handled carefully, particularly where it spans the end of month. This can be handled in one of two ways.

 

(1) Always process an event in the current month.

 

The event is finalized at the end of the month and exported with all other events for the month. When the next session of the event occurs, open the event and re-set finalization when asked. Proceed with the event as usual. Date the sessions correctly during the next month. It is also possible to change the event date to the start of the new month so that it will appear in the list of finalized events for that month (this is purely for your convenience and is not necessary).

 

At the end of the second month finalize the event as usual and export this event again. The sessions from the previous month will be ignored during the next update (as they have already been done last month).

 

Do not change the name of the event as it will be considered a new and different event.

 

Do not change the dates of sessions previously finalized as they will be considered new and different sessions in the next run.

 

(2) Only process the event once it has finished.

 

The event is finalized only when finished. The sessions for the previous month(s) will not appear in the previous month’s reporting. This only occrs when the event is finalized. The impact on the player ratings will remain as calculated during the previous month. The players will not see that impact until next month or the month when the event is ultimately finalized.

 

In the update, the sessions from the previous months will be processed as if they were from this month. It is of no consequence to your reporting or management of your events at the club.

 

Meeting the monthly deadline

 

It is important that the rating’s impacts are supplied at the end of month so the next month will use the latest player ratings as the starting point. We have made a decision to process on the first day of the next month irrespective of whether the impacts of all clubs are available or not.

 

It is important to realize that you do not need the events from all the days of the month in any month’s run. It is better for you to process the month-end a day or two early than to miss the month-end run. Therefore if you think you will be unable to do it on the last day of the month then do it a day or two early, at your convenience.

 

Consequences of missing a month-end update

 

Sometimes for various reasons a club misses the month-end run. When this occurs the month-end update will proceed as usual on the first of the next month. Any clubs that are not in the run will still receive the latest CARDS file for new month and so will have a new starting position for all the players in the events for that month.

 

Note the players will usually have a slightly different rating from the previous month despite not having an impacts from your club applied to their previous rating. This can be due to the players having impacts applied from other clubs. It also can be due to an across the board adjustment made during month-end processing. This part of the calculation is used to maintain the relative positions of the players in the system.

 

All the events from the previous month should be included in the next month’s run. Leave the event dates as they are and include the events for the past two months. The impacts that the players receive in all the events will be applied in the next monthly update.

Handling player’s membership
 

 Any new players to the club are handled automatically. Just add the player to your club file as needed and they will be included in the next monthly run.

 

Care is needed in the paid up membership. A player is deemed to be paid up in the CARDS system when their paid-to-date is not less than the processing date. A player in more than one club is paid up when they are paid up in at least one of the clubs they are attending.

 

When a player is not paid up their ratings impacts do not occur. Their rating remains as it was and may be effected by all other player’s rating changes in each month. The unpaid players tend to have their rating reduced over time, though it may increase, but their relative position in the list of participants tends to remain where it was or at a lower point. Eventually their rating will disappear because of non-participation and they will need to re-establish their position.

 

The player’s “bridge name”  should not be changed in the scorer. The player becomes a different person in the CARDS system if this is changed. The ratings data on file will not be correct for the new person even if the new “bridge name” is correct. To change the person in the system you must delete the wrong player from the scorer and add a new player with their correct “bridge name”. Their rating information will not be updated until the end of month run.

 

 
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