matching rules for data loads – what we’ve learned!
TRANSCRIPT
Matching Rules for Data Loads – What we’ve learned!
Jessica ComfortBusiness Systems Analyst
Goals for today’s presentation
• Review Banner forms used in the set up of a tape load
• Review Banner forms used in the matching process
• Match on Null – how this works• Share what we’ve learned• Learn from each other
Rules for what type of data loads?Currently:ACTAPCAPPEXCWLICFMSINCFSATGRETOEFLSEARCH (PSP, PLP,NRC, ACN, SAN)
What types of data do you load into Banner?
2010 2011 2012 2013 2014 Present
Set up Tape Load Process
• STVCTYP – Contact Code: ACT• STVINFC – Interface Code,
Description, Contact Type, Common Matching: ACT
• STVPREL – Prospect Code, Description, Interface Code, Tape Code: ACT
• STVASRC – Address Source Code, Description: ACT
• SOTCNVT - Needs ACT loaded with a copy from WIQ (optional)
Set up Matching Process
• GTVCMSC – name matching source• GORCMSC – how the data loads,
match type=person, address=MA, phone=MA, email=OFFC
• GORCMRL – set up rules for load type
Banner forms to know
Tape Load Process• SRTPURG – Clears data from temp tables• SRTLOAD (A&U) – Loads data to temp tables• SRRSRIN – Electronic Match Process• SRIPREL – Review records M,N,S,D• SRRPREL – Moves data from temp tables to production tables
Match on Null – What does that mean?
YES –Match on NULL
No –Match on NULL
BANNER DATA BANNER DATA
BirthDay
NULL NULL Data(1) Data(1)
NULL Data(1)
Data(1) NULL
Data(1) Data(1)
Single rule set
*at Michigan Tech, must have Last_Name in ALL rule sets (or what ever you have set in GORCMDD)
Multiple rule sets
Multiple rule sets cont.
***MOST STRICT rule should be LAST rule set!Reference p. 34 of Banner Doc from Ellucian
Results of changes we’ve madeSpring 2012 to Present• Establishment of a team to monitor/discuss the tracking of
data results and time use as a result of changes • Review of data files and the fields each type of load are
comprised of, allowing for customization of each load type to have its own set of rules
• Two-level matching rules have shown a significant decrease in the number of records incorrectly matching to existing Banner records
• Planning upcoming end-user training for use of matching rules and process as related to areas outside of STUDENT.
What we’ve learned
• Importance of standard data requirements for load files (ie., first name, last name, dob, address, city, state, zip, email)
• Understand – Match on null• Single and Multiple Rule sets• Continuous process of evaluation and testingAND
• Exploring options available in GORCMSC
