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Charleston Conference November 2013 Christine Orr

Spring Cleaning: Easy Ways to Tidy Your Customer Data

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Page 1: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Charleston Conference November 2013

Christine Orr

Page 2: Spring Cleaning: Easy Ways to Tidy Your Customer Data
Page 3: Spring Cleaning: Easy Ways to Tidy Your Customer Data

1 - 2 - 3

One

Get Ready to Clean Your Data

Two

Three Things You Can Do Right Now to Improve Your Data

Three

Next Steps

Page 4: Spring Cleaning: Easy Ways to Tidy Your Customer Data

One: Get Ready

1. What problem are you trying to solve?

2. Prioritize your records

3. Gather tools & resources

…and a tip

Page 5: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Two: 3 Easy Things You Can Do Right Now

Really.

Page 6: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Step 1: Create a Style SheetDefine each data

element Make a list including all fields of

a record, and define what each means (and what it doesn’t)

Decide which elements are required Which must be filled in now as

part of the cleanup effort, or for the creation of any new records

Page 7: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Set naming conventions

To abbreviate or not to abbreviate?

English or Native Language?

UCL:

University College London (UK)

Université Catholique de Louvain (Belgium)

Universidad Cristiana Latinoamericana (Ecuador)

University College Lillebælt(Denmark)

Centro Universitario Celso Lisboa(Brazil)

Union County Library (USA)

Page 8: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Style Sheet: Don’t reinvent the wheel

Any authority files available that you can use? Yes!

ISO Country Code List (ISO 3166)

UN/LOCODE for Cities

Carnegie Classifications Data File

Standard Identifiers (ISNI, Ringgold ID)

Europa World of Learning

Page 9: Spring Cleaning: Easy Ways to Tidy Your Customer Data

First draft only, for now.

Page 10: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Step 2: Fill in what is missing

Page 11: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Step 3: Put everything in its proper place

Page 12: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Data: BeforeID Title FirstName LastName Company Address1 Address 2 City State Postal Country Title

55897 Lt. Worf High Altitude Warfare School

778 North Ring Road, Gulmarg

90044 India Weaponry Weekly

69583 Ms. Deanna Troi Roots of Empathy Continuing Education Dept.

P.O. Box 3232 Toronto ONT Canada European Journal of Empathy and Sympathy

587 Capt. Jean Luc Picard University of Birmingham Shakespeare Institute

Edgbaston Stratford on-Avon UK Leadership Quarterly

55632 Dr. Beverly Crusher Katholieke Univ Leuven Departement Molecularie Celbiologie

5963 Central University Road

Leuven 3000 Belgium Journal of Interspecies Bioengineering

55633 Dr. Bev Crusher KUL Dept of Molecular Cell Bio

5963 Central University Road

Leuven 3000 BE Prognosis Negative: the Journal of Poor Outcomes

55634 Mr. Geordie LaForge UW MSN School of Engineering

960 Vilas St. Madison WI 53706 Advances in Warp Speed Engine Efficiency

55638 Mr. W. Crusher Husson Uvinersity 50 Main Street Bangor Maine 04401-2999

USA Navigational Systems

59648 Dr. Wesley Crusher Sawyer Library, Husson University

Serials Dept. 50 Main Street Bangor ME 04401-2999

USA Child Prodigy Management

58963 Lieutenant Commander Data Starfleet Headquarters Main Library 1 Ellipse Way SF CA Alls Package

57741 Com. William T. Riker Star Fleet 1 Ellipse Way Main Library San Franisco Calif United States

Leadership Quarterly

Z29.30 Librarian Starfleet 1 Ellipse Way Serials Department

San Fran CA United States of America

Annals of Mind Meld Research

58582 Librarian Starfleet 1 Ellipse Way Serials Department

San Francisco Cal. USA Transporter Diagnostics

Page 13: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Data: AfterAccount ID * Prefix FirstName * MI LastName * Title Org Name Account Name * Department Street Address1 * Address 2 City * State Postal * Country *

55897 Lt. Steve Worf Dean of Students

High Altitude Warfare School

Combat Instruction Division

778 North Ring Road

Gulmarg 90044 IN

69583 Ms. Deanna X Troi Roots of Empathy Continuing Education Department

P.O. Box 3231 Toronto ONT M4B 1B7 CAN

58700 Capt. Jean-Luc Picard University of Birmingham

University of Birmingham Shakespeare Institute

Chancellors Office Edgbaston Stratford-on-Avon

CV37 9FX UK

55632 Dr. Beverly Crusher Professor Katholieke Universiteit Leuven

Katholieke Univ Leuven Departement Molecularie Celbiologie

Pulaski Memorial Library 5963 Central University Road

Leuven 3000 BE

55632 Dr. Beverly Crusher Professor Katholieke Universiteit Leuven

Katholieke Univ Leuven Departement Molecularie Celbiologie

Pulaski Memorial Library 5963 Central University Road

Leuven 3000 BE

55634 Mr. Geordie LaForge Dean of Engineering

University of Wisconsin -Madison

School of Engineering 959 Vilas St. Madison WI 53706-2525

USA

55638 Mr. Wesley Crusher Serials Librarian

Husson University

Sawyer Library Serials Department 50 Main Street Bangor ME 04401-2999

USA

55638 Dr. Wesley Crusher Serials Librarian

Husson University

Sawyer Library Serials Department 50 Main Street Bangor ME 04401-2999

USA

58963 Lt. Phillip N. Data Electronic Resources Librarian

Starfleet Starfleet Academy Uhura Information Transfer Center

1 Ellipse Way Serials Department

San Francisco

CA 94121-0001

USA

57741 Com. William T. Riker Starfleet Starfleet Command Fort Baker Mailstop 27 San Francisco

CA 94127-0601

USA

58963 Lt. Phillip N. Data Electronic Resources Librarian

Starfleet Starfleet Academy Uhura Information Transfer Center

1 Ellipse Way Serials Department

San Francisco

CA 94121-0001

USA

58963 Lt. Phillip N. Data Electronic Resources Librarian

Starfleet Starfleet Academy Uhura Information Transfer Center

1 Ellipse Way Serials Department

San Francisco

CA 94121-0001

USA

Page 14: Spring Cleaning: Easy Ways to Tidy Your Customer Data

Three: Next Steps

1. Evangelize the style sheet

2. Encourage & enforce good data governance practices where you can

Page 15: Spring Cleaning: Easy Ways to Tidy Your Customer Data

3. Keep the ball rolling…..

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Review new records on a regular basis

Determine if additional data sets need attention

Educate new staff

Show tangible ROI

….and maintain good data hygiene

Page 17: Spring Cleaning: Easy Ways to Tidy Your Customer Data

To sum up:

It’s absolutely worth it

You can do it

…But don’t do it alone