Presentation is loading. Please wait.

Presentation is loading. Please wait.

XMerge – A Merge Utility for Colleague NWEUG 2014 Seattle U. Frank Yue

Similar presentations


Presentation on theme: "XMerge – A Merge Utility for Colleague NWEUG 2014 Seattle U. Frank Yue"— Presentation transcript:

1 XMerge – A Merge Utility for Colleague NWEUG 2014 Seattle U. Frank Yue

2 NWEUG 2014 Seattle U. Is This What Your Student Records Look Like?

3 NWEUG 2014 Seattle U. Is This You?

4 NWEUG 2014 Seattle U. The Problem of Duplication There is always data duplication Duplicate records cause financial, academic, and reporting issues Resolution is a very intensive manual process Resolution is not 100% effective! - People make mistakes. - Not all records can be corrected manually.

5 NWEUG 2014 Seattle U. Resolving the Data Duplication Issue A utility to IDENTIFY potential duplicate records based on user defined criteria A tool to MERGE the duplicate records identified

6 NWEUG 2014 Seattle U.  Tyte Dup Report (XTDR) IDENTIFIES potential duplicate records.  Automatically scans records and based on user defined criteria, analyzes the files, and produces a report to compare.  Mantains history of non-duplicate records. Solution - Identify

7 NWEUG 2014 Seattle U.  Compare multiple FIELDS in multiple FILES.  Apply varying algorithms and sensitivity. Solution - Identify

8 NWEUG 2014 Seattle U.  Review report and IDENTIFY potential duplicates. Solution - Identify NAM_DOEJOHNA STAFF STUDENT STUDENT DOE, JOHN A DOE, JOHN A DOE, JOHN A JR DUP NAM_SMITHJOHNJ STAFF STUDENT-55555SMITH, JOHN J DUP SSN_ STAFF STUDENT VENDOR STUMEISTER, JANE H STUMEISTER, JANE H JANE STUMEISTER DUP

9 NWEUG 2014 Seattle U.  Compare similar records.  Identify which record to merge to. Solution - Identify TMR_REPORT: BIOGRAPHIC SECTION (Name) Doe, Jane A ##/##/#### ###-##-#### WebMenu: Doe, Jane A WebMenu: STUDENT OTHER NAMES SECTION User Name: Former: Nickname: User Name: jdoe1234 Former: Smith Nickname: ADDRESS SECTION H 12 Spot Lane Pleasantville,NY H 12 Spot Lane Pleasantville,NY PHONE SECTION HO HO WO

10 NWEUG 2014 Seattle U.  Compare similar records.  Identify which record to merge to. Solution - Identify Person ID: ADDRESS 1 MRG APPLICANTS 1 MRG MAILING 1 MRG PERSON 1 MRG Person ID: ACAD.CREDENTIALS 1 MRG ADDRESS 2 MRG APPLICANTS 1 MRG AR.ACCTS 1 AR.INVOICES 30 AR.PAYMENTS 16 FIN.AID 1 ISIR.FAFSA 8 ISIR.NSLDS 1 MAILING 1 MRG PERSON 1 MRG PERSON.AR 1 PERSON.ST 1 MRG ST.GE.WORK 1 STUDENT.ACAD.CRED 36 MRG …and 12 more files that can be merged

11 NWEUG 2014 Seattle U. Tyte XMerge  MERGE records in multiple files based on the IDENTIFIED duplicate entries.  A programmatic method for consistently merging duplicate records. Solution - Merge

12 NWEUG 2014 Seattle U.  Tyte XMerge takes the duplicate entries identified in Tyte Dup Report, identifies the files associated with the records, and merges the duplicate records into a single entry.  Every time a Tyte Xmerge report is run, all current Colleague files are searched, whether custom or delivered.  Tyte Xmerge supports all Colleague defined file tables whether Ellucian or custom. Solution - Merge

13 NWEUG 2014 Seattle U.  ACAD.CREDENTIALS  ADDRESS  APPLICANTS  APPLICATIONS  INSTITUTIONS.ATTEND  MAILING  PERSON  PERSON.ST  REG.PRIORITIES Solution - Merge  STUDENT.ACAD.CRED  STUDENT.ACAD.LEVELS  STUDENT.COURSE.SEC  STUDENT.HIATUS  STUDENT.PETITIONS  STUDENT.PROGRAMS  STUDENT.REMARKS  STUDENT.RESTRICTIONS  STUDENT.STANDINGS  STUDENT.TERMS  STUDENTS Files Supported

14 NWEUG 2014 Seattle U.  Support for single valued and multi-valued fields.  Keep, Replace, or Merge records for each field.  Support for linked data in multiple files.  Flag records to note that the records have been merged.  All merge actions are logged.  Snapshot of data made prior to merge in case recovery is necessary. Solution - Merge

15 NWEUG 2014 Seattle U.  IF T.SPOUSE = '' THEN  T.SPOUSE = M.SPOUSE  * Don't forget to update the SPOUSE, it would not be cool to leave this one off..  XUPD.SPOUSE = T.SPOUSE  END  IF T.NICKNAME = '' THEN T.NICKNAME = M.NICKNAME  IF T.ETHNIC = '' THEN T.ETHNIC = M.ETHNIC  IF T.PERSON.CHANGE.OPERATOR = '' THEN T.PERSON.CHANGE.OPERATOR = M.PERSON.CHANGE.OPERATOR  IF T.PERSON.CHANGE.DATE = '' THEN T.PERSON.CHANGE.DATE = M.PERSON.CHANGE.DATE  IF T.PERSON.ADD.DATE = '' THEN T.PERSON.ADD.DATE = M.PERSON.ADD.DATE  IF T.SUFFIX = '' THEN T.SUFFIX = M.SUFFIX  IF T.PERSON.NATIVE.LANGUAGE = '' THEN T.PERSON.NATIVE.LANGUAGE = M.PERSON.NATIVE.LANGUAGE  IF T.ANONYMOUS = '' THEN T.ANONYMOUS = M.ANONYMOUS  IF T.DECEASED.DATE = '' THEN T.DECEASED.DATE = M.DECEASED.DATE  IF T.BIRTH.NAME.LAST = '' THEN T.BIRTH.NAME.LAST = M.BIRTH.NAME.LAST  IF T.BIRTH.NAME.FIRST = '' THEN T.BIRTH.NAME.FIRST = M.BIRTH.NAME.FIRST  IF T.BIRTH.NAME.MIDDLE = '' THEN T.BIRTH.NAME.MIDDLE = M.BIRTH.NAME.MIDDLE Solution - Merge Sample Merge Code

16 NWEUG 2014 Seattle U.  Tyte Professional Services can add support for any file table within Colleague.  New file tables are being continually added to the base XMerge package (as consensus allows). Solution - Services

17 NWEUG 2014 Seattle U.  IDENTIFY and MERGE  Flexible – compare multiple fields with flexible criteria  Programmatic – Automate processes for ease of use  Consistent – Minimize human involvement  Auditable – Log changes and create a history Summary

18 NWEUG 2014 Seattle U. Conclusion XMerge…

19 NWEUG 2014 Seattle U.  NWEUG 2014 IT presentation  Presenter: Frank Yue   Fill out evaluation forms! Q&A? Merge Utility for PERSON Records and Related Files


Download ppt "XMerge – A Merge Utility for Colleague NWEUG 2014 Seattle U. Frank Yue"

Similar presentations


Ads by Google