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

XMerge – A Merge Utility for ColleagueNWEUG 2014 Seattle U.

Frank [email protected]

NWEUG 2014 Seattle U.

Is This What Your Student Records Look Like?


Is This You?


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.


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


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


Compare multiple FIELDS in multiple FILES. Apply varying algorithms and sensitivity.

Solution - Identify


Review report and IDENTIFY potential duplicates.

Solution - Identify

NAM_DOEJOHNA

STAFF-12345STUDENT-12349STUDENT-45678

DOE, JOHN ADOE, JOHN ADOE, JOHN A JR

1961040119900614

123456789987654321123456789 DUP

NAM_SMITHJOHNJSTAFF-44444STUDENT-55555

SMITH, JOHN JSMITH, JOHN J 19841223

234567891234567891 DUP

SSN_777777777

STAFF-666666STUDENT-777777VENDOR-888888

STUMEISTER, JANE HSTUMEISTER, JANE HJANE STUMEISTER

19740229777777777777777777777777777 DUP


Solution - Identify

TMR_REPORT: 01-01-2014BIOGRAPHIC SECTION (Name)0035009 Doe, Jane A ##/##/#### ###-##-#### WebMenu: 0035292 Doe, Jane A 09-10-1966 432-47-9844 WebMenu: STUDENTOTHER NAMES SECTION0035009 User Name: Former: Nickname: 0035292 User Name: jdoe1234 Former: Smith Nickname: ADDRESS SECTION0035009 H 12 Spot Lane Pleasantville,NY 100210035292 H 12 Spot Lane Pleasantville,NY 10021PHONE SECTION0035009 HO 212-555-12340035292 HO 212-555-12340035292 WO 972-555-9876


Solution - Identify

Person ID: 0035009-----------------------------------ADDRESS 1 MRGAPPLICANTS 1 MRGMAILING 1 MRGPERSON 1 MRG-----------------------------------

Person ID: 0035292-----------------------------------ACAD.CREDENTIALS 1 MRGADDRESS 2 MRGAPPLICANTS 1 MRGAR.ACCTS 1 AR.INVOICES 30 AR.PAYMENTS 16 FIN.AID 1 ISIR.FAFSA 8 ISIR.NSLDS 1 MAILING 1 MRGPERSON 1 MRGPERSON.AR 1 PERSON.ST 1 MRGST.GE.WORK 1 STUDENT.ACAD.CRED 36 MRG…and 12 more files that can be merged


Tyte XMerge MERGE records in multiple files based on

the IDENTIFIED duplicate entries.A programmatic method for consistently merging duplicate records.

Solution - Merge


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


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


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


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


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


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


Conclusion

XMerge…


NWEUG 2014 IT presentation Presenter: Frank Yue

[email protected] Fill out evaluation forms!

Q&A?

Merge Utility for PERSON Records and Related Files

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

Documents

Transcript of XMerge – A Merge Utility for Colleague NWEUG 2014 Seattle U.