spring cleaning: easy ways to tidy your customer data
TRANSCRIPT
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Charleston Conference November 2013
Christine Orr
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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
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One: Get Ready
1. What problem are you trying to solve?
2. Prioritize your records
3. Gather tools & resources
…and a tip
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Two: 3 Easy Things You Can Do Right Now
Really.
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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
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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)
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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
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First draft only, for now.
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Step 2: Fill in what is missing
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Step 3: Put everything in its proper place
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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
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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
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Three: Next Steps
1. Evangelize the style sheet
2. Encourage & enforce good data governance practices where you can
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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
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To sum up:
It’s absolutely worth it
You can do it
…But don’t do it alone
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Christine Orr
Sales Director, North America
Ringgold Inc.
+1 540.359.6620
ORCID: http://orcid.org/0000-0003-1362-3330