Quarterly data address hygiene

Hi,

I'm curious as to how many Tessitura clients are updating account records from address hygiene reports.  We get quarterly reports from TRG of people who have moved and I've been asked to investigate how we could update these records.  There are over 2000 records and instead of hiring a bunch of interns for data entry, I figured I would reach out to see if anyone else has a solution that has worked for them. 

It appears that the TRG file would need to be tweaked before I could update using the NCOA utility. 

 Anyone have any advice or experience with this?

Parents
  • This is great, Jackie.

     

    I’ll try and change the code to these and see how it goes!  (In Test first, of course…)

    I will contact you if I have any issues leaving me scratching my head.  I appreciate your help! J

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Jackie Guy
    Sent: Wednesday, April 09, 2014 1:05 PM
    To: Tiffany Evans
    Subject: RE: [Tessitura Technical Forum] Quarterly data address hygiene

     

    I apologize for the delayed response.  We modify the data programmatically using the following steps:

     

    NCOA PROCESS STEPS

    1. Load Export/Import into T_NCOA_SESSION

    2. LOAD data into TW_NCOA_INCOMING TBL

    3. REMOVE ANY NON-USA ADDRESSES

    4. Move APT to line 2

    5. Remove VIPs

    6. Run puncuation/address update

    7. Remove undeliverable restriction

    8. RUN NCOA PROCESS REPORT THROUGH TESSITURA

     

    The ncoa_foot is the only column that is needed.  Let me know if you need specifics.  I have provided my contact information below if needed.

     

     

    Jackie Guy

    Sr. Systems/Database Administrator

    Chicago Symphony Orchestra

    312.294.3318

    guyj@cso.org

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Tiffany Evans
    Sent: Thursday, April 03, 2014 3:42 PM
    To: Guy, Jackie
    Subject: RE: [Tessitura Technical Forum] Quarterly data address hygiene

     

    Oh Jackie, that's good to hear!

    Do you modify the returned data manually or do you have a procedure that does it for you?  How do you use the NCOA process to complete it when there are columns that appear to be missing? 

     

    From: Jackie Guy <bounce-jacquelineguy8869@tessituranetwork.com>
    Sent: 4/3/2014 3:17:26 PM

    Tiffany -

     

    We are a TRG customer and we update our addresses from the hygiene reports.  In the process, we modify the returned data to meet our data entry standards and then use the Tessitura NCOA process report to complete.

     

    Jackie Guy

    CSO

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Ryan Rowell
    Sent: Thursday, April 03, 2014 2:35 PM
    To: Guy, Jackie
    Subject: Re: [Tessitura Technical Forum] Quarterly data address hygiene

     

    Hi Tiffany,

    I looked into this same thing a while ago before we decided to use the Tessitura recommended NCOA company MBS (though I think their name may have changed).
    Though I don't have an answer for you, I thought I'd post what notes I have from that in the off chance that something might prove useful to you. 

    Using TRG for NCOA

    TRG records do not appear to have the NCOA footnote tag which is required for importing into Tessitura. The address hygiene certificate 2 report does list what those footnotes are, however the files with the addresses don't appear to have that column included.

    The tables (for reference) involved in that are TX_NCOALINK_RESULT_ACTION and TR_NCOALINK_ACTION.

    TRG does their NCOA processing via Acxiom Corporation.

    Though the footnote is not included we may be able to simply associate the Good Moves, Bad Moves, and Undeliverable with the  TR_NCOALINK_ACTION table.

    Example

    Good Move = 1 (Match - New address returned. Record will be updated.)

    Bad Move = 2 (Matched but no new forwarding address returned. Record will not be updated. Do not mail.)

    Undeliverable = 4 (No address change was returned, and the address could not be standardized. Do not mail. )

    All other records could be imported with 3 (No address change was returned but the record will be updated with the standardized address.)

    From: Tiffany Evans <bounce-tiffanyevans7088@tessituranetwork.com>
    Sent: 4/3/2014 11:18:09 AM

    Hi,

    I'm curious as to how many Tessitura clients are updating account records from address hygiene reports.  We get quarterly reports from TRG of people who have moved and I've been asked to investigate how we could update these records.  There are over 2000 records and instead of hiring a bunch of interns for data entry, I figured I would reach out to see if anyone else has a solution that has worked for them. 

    It appears that the TRG file would need to be tweaked before I could update using the NCOA utility. 

     Anyone have any advice or experience with this?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • This is great, Jackie.

     

    I’ll try and change the code to these and see how it goes!  (In Test first, of course…)

    I will contact you if I have any issues leaving me scratching my head.  I appreciate your help! J

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Jackie Guy
    Sent: Wednesday, April 09, 2014 1:05 PM
    To: Tiffany Evans
    Subject: RE: [Tessitura Technical Forum] Quarterly data address hygiene

     

    I apologize for the delayed response.  We modify the data programmatically using the following steps:

     

    NCOA PROCESS STEPS

    1. Load Export/Import into T_NCOA_SESSION

    2. LOAD data into TW_NCOA_INCOMING TBL

    3. REMOVE ANY NON-USA ADDRESSES

    4. Move APT to line 2

    5. Remove VIPs

    6. Run puncuation/address update

    7. Remove undeliverable restriction

    8. RUN NCOA PROCESS REPORT THROUGH TESSITURA

     

    The ncoa_foot is the only column that is needed.  Let me know if you need specifics.  I have provided my contact information below if needed.

     

     

    Jackie Guy

    Sr. Systems/Database Administrator

    Chicago Symphony Orchestra

    312.294.3318

    guyj@cso.org

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Tiffany Evans
    Sent: Thursday, April 03, 2014 3:42 PM
    To: Guy, Jackie
    Subject: RE: [Tessitura Technical Forum] Quarterly data address hygiene

     

    Oh Jackie, that's good to hear!

    Do you modify the returned data manually or do you have a procedure that does it for you?  How do you use the NCOA process to complete it when there are columns that appear to be missing? 

     

    From: Jackie Guy <bounce-jacquelineguy8869@tessituranetwork.com>
    Sent: 4/3/2014 3:17:26 PM

    Tiffany -

     

    We are a TRG customer and we update our addresses from the hygiene reports.  In the process, we modify the returned data to meet our data entry standards and then use the Tessitura NCOA process report to complete.

     

    Jackie Guy

    CSO

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Ryan Rowell
    Sent: Thursday, April 03, 2014 2:35 PM
    To: Guy, Jackie
    Subject: Re: [Tessitura Technical Forum] Quarterly data address hygiene

     

    Hi Tiffany,

    I looked into this same thing a while ago before we decided to use the Tessitura recommended NCOA company MBS (though I think their name may have changed).
    Though I don't have an answer for you, I thought I'd post what notes I have from that in the off chance that something might prove useful to you. 

    Using TRG for NCOA

    TRG records do not appear to have the NCOA footnote tag which is required for importing into Tessitura. The address hygiene certificate 2 report does list what those footnotes are, however the files with the addresses don't appear to have that column included.

    The tables (for reference) involved in that are TX_NCOALINK_RESULT_ACTION and TR_NCOALINK_ACTION.

    TRG does their NCOA processing via Acxiom Corporation.

    Though the footnote is not included we may be able to simply associate the Good Moves, Bad Moves, and Undeliverable with the  TR_NCOALINK_ACTION table.

    Example

    Good Move = 1 (Match - New address returned. Record will be updated.)

    Bad Move = 2 (Matched but no new forwarding address returned. Record will not be updated. Do not mail.)

    Undeliverable = 4 (No address change was returned, and the address could not be standardized. Do not mail. )

    All other records could be imported with 3 (No address change was returned but the record will be updated with the standardized address.)

    From: Tiffany Evans <bounce-tiffanyevans7088@tessituranetwork.com>
    Sent: 4/3/2014 11:18:09 AM

    Hi,

    I'm curious as to how many Tessitura clients are updating account records from address hygiene reports.  We get quarterly reports from TRG of people who have moved and I've been asked to investigate how we could update these records.  There are over 2000 records and instead of hiring a bunch of interns for data entry, I figured I would reach out to see if anyone else has a solution that has worked for them. 

    It appears that the TRG file would need to be tweaked before I could update using the NCOA utility. 

     Anyone have any advice or experience with this?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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