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November 20, 20071
Pennsylvania BANNER Users Group
2007
Automating the Freshman Parent Load
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
The Old Way Reasons for Change Specifications The New Way Lessons Learned & Phase 2 Q & A
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The Old Way
One constituent record Paper forms – see handout Change to two constituent records
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Reasons for Change
Time and training Repetitive Error control Wealth Screening Fall phonathon and mailing
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Specifications
Existing RPE’s – including from PABUG My Vision - Handout Unknown University Project IT’s Vision
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The New Way
Online form for student data entry – see handout
Pulls information from SOAFOLK Manual review by Development Services Batch upload
– Already a constituent– Not a constituent
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Technical Information
Web based interface Code written in PLSQL Utilizes Common Matching API (gb_common) Other API’s used for creating new records:
– gb_identification– gb_bio – gb_telephone– gb_email– gb_address
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Lessons Learned & Phase 2
Extremely successful overall Issues to resolve
– Twins– Existing Donor Categories– Address Name– Withdrawal Students– International Addresses– Legacy Information
Future – use Oracle Web services and additional API’S
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Phase 3?
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Open to the Floor
Questions Comments
