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

XMerge – A Merge Utility for Colleague NWEUG 2014 Seattle U. Frank Yue fyue@tyteanalytics.com. Is This What Your Student Records Look Like?. Is This You?. The Problem of Duplication. There is always data duplication.

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

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  1. XMerge – A Merge Utility for ColleagueNWEUG 2014 Seattle U. Frank Yue fyue@tyteanalytics.com

  2. Is This What Your Student Records Look Like?

  3. Is This You?

  4. 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. Resolving the Data Duplication Issue A tool to MERGE the duplicate records identified A utility to IDENTIFY potential duplicate records based on user defined criteria

  6. Solution - Identify 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.

  7. Solution - Identify Compare multiple FIELDS in multiple FILES. Apply varying algorithms and sensitivity.

  8. Solution - Identify Review report and IDENTIFY potential duplicates.

  9. Solution - Identify TMR_REPORT: 01-01-2014 BIOGRAPHIC SECTION (Name) 0035009 Doe, Jane A ##/##/#### ###-##-#### WebMenu: 0035292 Doe, Jane A 09-10-1966 432-47-9844 WebMenu: STUDENT OTHER NAMES SECTION 0035009 User Name: Former: Nickname: 0035292 User Name: jdoe1234 Former: Smith Nickname: ADDRESS SECTION 0035009 H 12 Spot Lane Pleasantville,NY 10021 0035292 H 12 Spot Lane Pleasantville,NY 10021 PHONE SECTION 0035009 HO 212-555-1234 0035292 HO 212-555-1234 0035292 WO 972-555-9876 Compare similar records. Identify which record to merge to.

  10. Solution - Identify Person ID: 0035292 ----------------------------------- 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 Person ID: 0035009 ----------------------------------- ADDRESS 1 MRG APPLICANTS 1 MRG MAILING 1 MRG PERSON 1 MRG ----------------------------------- Compare similar records. Identify which record to merge to.

  11. Solution - Merge TyteXMerge MERGE records in multiple files based on the IDENTIFIED duplicate entries. A programmatic method for consistently merging duplicate records.

  12. Solution - Merge TyteXMerge takes the duplicate entries identified in Tyte DupReport, identifies the files associated with the records, and merges the duplicate records into a single entry. Every time a TyteXmerge report is run, all current Colleague files are searched, whether custom or delivered. TyteXmerge supports all Colleague defined file tables whether Ellucian or custom.

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

  14. Solution - Merge 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.

  15. Solution - Merge Sample Merge Code 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

  16. Solution - Services 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).

  17. Summary • 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

  18. Conclusion XMerge…

  19. Merge Utility for PERSON Records and Related Files • NWEUG 2014 IT presentation • Presenter: Frank Yue • fyue@tyteanalytics.com • Fill out evaluation forms! Q&A?

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