Dec 30, 2015
XMerge – A Merge Utility for ColleagueNWEUG 2014 Seattle U.
Frank [email protected]
NWEUG 2014 Seattle U.
Is This What Your Student Records Look Like?
NWEUG 2014 Seattle U.
Is This You?
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.
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
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
NWEUG 2014 Seattle U.
Compare multiple FIELDS in multiple FILES. Apply varying algorithms and sensitivity.
Solution - Identify
NWEUG 2014 Seattle U.
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
NWEUG 2014 Seattle U.
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
NWEUG 2014 Seattle U.
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
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
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
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
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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
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
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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
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
NWEUG 2014 Seattle U.
Conclusion
XMerge…
NWEUG 2014 Seattle U.
NWEUG 2014 IT presentation Presenter: Frank Yue
[email protected] Fill out evaluation forms!
Q&A?
Merge Utility for PERSON Records and Related Files