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How to find/match student records in a post-SSN age?

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Page 1: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

How to find/match student records in a post-SSN age?

Page 2: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Visiting

Scholars

GMATACT

PCAT SAT

GRETSIHigh School

Transcripts

ESL

Prospective

Students

Graduate

Apps

Law School AppsCollege

Transcrip

ts

Undergraduate

Apps

Page 3: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Visiting

Scholars

GMATACT

PCAT SATGRE

TSIHigh School Transcripts

ESL

Prospective

Students

Graduate

Apps

Law School AppsCollege

Transcrip

ts

Undergraduate

Apps

Last First Middle

Address DOB SSN Sex

SMITH JOHN 2 E 13TH ST CHICAGO, IL 60601 03/25/83

Page 4: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Visiting

Scholars

GMATACT

PCAT SAT

GRETSIHigh School

Transcripts

ESL

Prospective

Students

Graduate

Apps

Law School AppsCollege

Transcrip

ts

Undergraduate

Apps

Last First Middle

Address DOB SSN Sex

SMITH JOHN 2 E 13TH ST CHICAGO, IL 60601 03/25/83

SMITH JOHN R. 2 E 13TH ST CHICAGO, IL 60601 03/25/83 123-45-6789 M

Page 5: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Visiting

Scholars

GMATACT

PCAT SAT

GRETSIHigh

School Transcripts

ESL

Prospective

Students

Graduate

Apps

Law School AppsCollege

Transcrip

ts

Undergraduate

Apps

Last First Middle

Address DOB SSN Sex

SMITH JOHN 2 E 13TH ST CHICAGO, IL 60601 03/25/83

SMITH JOHN R. 2 E 13TH ST CHICAGO, IL 60601 03/25/83 123-45-6789 M

SMITH JOHN ROBERT 2ND EAST 13TH STREET CHICAGO ILLINOIS 60601

03/25/1983 6789 M

Page 6: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Visiting

Scholars

GMATACT

PCAT SAT

GRETSIHigh School

Transcripts

ESL

Prospective

Students

Graduate

Apps

Law School AppsCollege

Transcrip

ts

Undergraduate

Apps

Last First Middle

Address DOB SSN Sex

SMITH JOHN 2 E 13TH ST CHICAGO, IL 60601 03/25/83

SMITH JOHN R. 2 E 13TH ST CHICAGO, IL 60601 03/25/83 123-45-6789 M

SMITH JOHN ROBERT 2ND EAST 13TH STREET CHICAGO ILLINOIS 60601

03/25/1983 6789 M

SMITH JOHNNY 03/25/1983 M

Page 7: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Last First Middle

Address DOB SSN Sex

SMITH JOHN 2 E 13TH ST CHICAGO, IL 60601 03/25/83

SMITH JOHN R. 2 E 13TH ST CHICAGO, IL 60601 03/25/83 123-45-6789 M

SMITH JOHN ROBERT 2ND EAST 13TH STREET CHICAGO ILLINOIS 60601

03/25/1983 6789 M

SMITH JOHNNY 03/25/1983 M

SMITH JOHNATHON ROBERT 2ND EAST 13TH STREET CHICAGO ILLINOIS 60601

03/25 123-45-6789 M

Visiting

Scholars

GMATACT

PCAT SAT

GRETSIHigh School

Transcripts

ESL

Prospective

Students

Graduate

Apps

Law School AppsCollege

Transcrip

ts

Undergraduate

Apps

Page 8: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Receiving less information◦ SSN no longer used in many cases◦ DOB no longer used or only partially provided ◦ Privacy Concerns : both individual and FERPA

Foreign student population increasing Mobile society = more fluid data

◦ Frequent address changes◦ Multiple email addresses◦ Multiple phone numbers

What has led to this situation?

Page 9: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Confusion when we have duplicate records Time spent matching records when it

becomes a manual process Time spent merging records Risk of overlay or mashing of student

records◦ Violation of FERPA◦ Angry/upset student – legal consequences

Time spent “unmashing” student records

Impact of this environment

Page 10: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Capture as much information as possible as soon as possible

Steps to ensure best possible matching success

Page 11: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Name – first, middle(not initial), last, suffix Address – differentiate between permanent, local,

foreign, mailing, separate components Phone Email address Date of Birth – complete if possible (privacy concerns)

SSN – if available (privacy concerns)

Gender (privacy concerns)

Citizenship Birth city/Birth Country High School College

What information should we capture

Page 12: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Capture as much information as possible as soon as possible

Normalize or Standardize your data as much as possible(preferably on input)

Steps to ensure best possible matching success

Page 13: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Name Address City St ZIP Phone ------ ----------------- ------------ -- ---------- --------------1 SMITH 2 E 13TH ST CHICAGO IL 60601-2407 (312) 458 99922 2 13 ST EAST CHICAGO IL 60601 SMITH3 SMTH 2 EAST 13TH CHICAGO LAWN IL 312-458-99924 SMITH 2 E THIRTEENTH ST CHICAGO IL 60601 458-99925 SMITH TWO EAST 13TH ST CHICAGO IL 60601 312-458-9991

Name Address City St ZIP Phone ----- ----------- ------- -- ---------- ------------1 SMITH 2 E 13TH ST CHICAGO IL 60601-2407 312-458-99922 SMITH 2 E 13TH ST CHICAGO IL 60601-24073 SMTH 2 E 13TH ST CHICAGO IL 60601-2407 312-458-99924 SMITH 2 E 13TH ST CHICAGO IL 60601-2407 XXX-458-99925 SMITH 2 E 13TH ST CHICAGO IL 60601-2407 312-458-9991

Normalizing or Standardizing your data

Page 14: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Capture as much information as possible as soon as possible

Normalize or Standardize your data as much as possible(preferably on input)

Perform your search in an ever tightening approach but at a high level

Steps to ensure best possible matching success

Page 15: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Capture as much information as possible as soon as possible

Normalize or Standardize your data as much as possible(preferably on input)

Perform your search in an ever tightening approach but at a high level

Compare results on as many attributes as possible and rank based on experience

Steps to ensure best possible matching success

Page 16: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

ATTRIBUTE INCOMING RECORD #1 POINTS

LAST NAME SMITH SMITH 10

FIRST NAME JON JONATHON 10

MIDDLE NAME ROBERT ROBERT 10

SSN 123-45-6789 123-45-6789 80

DATE OF BIRTH 12/21/1993 12/12/1993 -5

GENDER M M 5

EMAIL ADDRESS [email protected] [email protected] 50

HIGH SCHOOL(NASC)

2446178 2446178 15

TOTAL 165 points

Attribute Comparison

Page 17: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Name SSN DOB Sex

Email HS PTS

INCOMING:

SMITH, JON ROBERT

123-45-6789 12/21/93 M [email protected] 2446178

ON FILE:

SMITH, JONATHON 123-45-6789 12/21/93 M [email protected] 2446178 165

SMITH, JOHN 428-95-7895 04/23/85 M [email protected] 6589411 40

SMITH, JUAN 12/12/93 M [email protected] 60

SMITH, JON 12/21/93 70

Record Comparison

Page 18: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Capture as much information as possible as soon as possible

Normalize or Standardize your data as much as possible(preferably on input)

Perform your search in an ever tightening approach but at a high level

Compare results on as many attributes as possible and rank based on experience

When match is found then update where appropriate

Steps to ensure best possible matching success

Page 19: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Capture as much information as possible as soon as possible

Normalize or Standardize your data as much as possible(preferably on input)

Perform your search in an ever tightening approach but at a high level

Compare results on as many attributes as possible and rank based on experience

When match is found then update where appropriate

Normalize and de-duplicate your data periodically

Steps to ensure best possible matching success

Page 20: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

New System Integrations Cloud computing Smartphone payment systems National/State Identification

◦ Health◦ Voter◦ Financial Aid◦ Visa/Immigration

Sharing login credentials (Social Networks)

The Future

Page 21: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Barry McClendonSenior Software Developer/Analyst

Office of Admissions – Information Technology

The University of Texas at [email protected]

Questions?

Page 22: Visiting Scholars GMAT ACT PCAT SAT GRE TSI High School Transcripts ESL Prospective Students Graduate Apps Law School Apps College Transcripts Undergraduate

Barry McClendonSenior Software Developer/Analyst

Office of Admissions – Information Technology

The University of Texas at [email protected]

Questions?

https://joind.in/event/sacrao2012

M2.08 - How to Find/Match Student Records in the Post-SSN Age