Pennsylvania BANNER Users Group 2007 Stewardship and Prospect Reports.

November 20, 20071

Pennsylvania BANNER Users Group

2007

Stewardship and Prospect Reports

November 20, 20072

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered at the end of

the session

Thank you for your cooperation

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Introduction

Andrea MulrineDirector of Development OperationsUniversity of Scranton

[email protected] Database / Web developer BANNER school since early 1990’s

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Agenda

Overview Technical Information Stewardship Reports Prospect Profiles Q & A

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Overview

Information needed Editable reports In-house system, iDODS Programmers

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Technical Information

Photos are stored in an Oracle table with these fields: – ID: number(10) = PIDM– NAME: varchar2(50) = pidm.jpg extension (ie 98025293.jpg)

– Image: blob

We used examples from Oracle to create our IMAGES_API.Load routine to load into the database – refer tohttp://www.oracle-base.com/articles/9i/ImagesFromOracleOverHTTP9i.php

Photos are in our addendum system - possible to make photos viewable in Banner, but we haven’t pursued

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Technical Information

PLSQL code extracts from Oracle tables

For photo, code gets the blob and renders as html within the image source tag

Oracle web application utility OWA_UTIL converts the html data to Word

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Code to transfer HTML to Word

if instr(owa_util.get_cgi_env('HTTP_USER_AGENT'),'MSIE') > 0

then

Owa_Util.Mime_Header ( 'application/vnd.ms-word', False);

htp.print('Content-Disposition:inline;filename="'||v_report_title||'.doc"');       owa_Util.Http_Header_Close

loop through HTML records

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MIME

Short for Multipurpose Internet Mail Extensions, a specification for formatting non-ASCII messages so that they can be sent over the Internet. Many e-mail clients now support MIME, which enables them to send and receive graphics, audio, and video files via the Internet mail system. In addition, MIME supports messages in character sets other than ASCII. There are many predefined MIME types, such as GIF graphics files and PostScript files. It is also possible to define your own MIME types.

In addition to e-mail applications, Web browsers also support various

MIME types. This enables the browser to display or output files that are not in HTML format.

MIME was defined in 1992 by the Internet Engineering Task Force (IETF). A new version, called S/MIME, supports encrypted messages.

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Stewardship Reports

Old method – see handouts New method

– ADADESG, ADACOMT– Web-based interface– Pulls information from Advancement, Student and

Finance– Creates Word document

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Name and Endowment Summary are taken from ADACOMT with specific subject indexes

Financial Summary Principal and Market Value are taken from FGBGENL and FNRUNIT

Financial Summary Funds Disbursed is taken from ADVAWRD and various Student tables

Financial Summary Gift total is taken from Advancement (AGBGIFT / AGBGDES)

Contributor information is taken from Advancement (Address Name – APBCONS_ADDR_NAME)

Scholarships Awarded information is taken from Financial Aid & Student

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One letter is created for each person coded on the Designation ID tab in ADADESG

Also indicate which address to mail to in ADADESG

Scholarship Name comes from ADACOMT with subject index – SCHCAT

Remaining text comes from web interface

Header and footer are rendered graphic files so pages are ready to print on plain paper

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Prospect Profiles

Old method– Lookup Banner data & retype

New method– Extracts Banner data, including photos– Compiles into formatted Word document

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All information was manually compiled for each report

Template document was difficult to deal with

Only one Prospect Research Analyst

No way to quickly put this together on someone who did not have a profile done in the past

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BANNER data

Name, Class Year

Addresses & Phones

Family Member Names & Ages

Birth Date

Degree info

Employment info

Leadership & Awards are identified through Activity Codes

Photo pulled from Oracle table

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Giving History

Total Hard Credit

Total Other Credit

List of Designations

Low to High Gift Range

Last Gift Date & Amount

Recent Capital Campaigns

Designations

Pledge Amount

Paid Amount

Placeholders are given for other information to be researched & added

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Development Activities

Chronological Listing

All event registrations

Visits

Able to add additional types without programmer assistance

Recent Capital Campaigns

Designations

Pledge Amount

Paid Amount

Placeholders are given for other information to be researched & added

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Prospect Research Reports

Additional information can be added (with programming assistance) as we specify

Reports are completely editable Some items are managed by Advancement –

which event types and activity codes are shown

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Open to the Floor

Questions Comments