FINDING REPORTING GOLD
IN THE VOYAGER TABLES
BURIED
TREASURE:
SESSION 9
Alan Manifold
Systems Implementation Manager
Purdu...
THE TOOLS
IN THE BLURB FOR THIS SESSION, I MENTIONED THREE
TOOLS:
1. THE VOYAGER CLIENTS
2. THE ENTITY-RELATIONSHIP DIAGRA...
VOYAGER CLIENTS
THERE’S NO BETTER PLACE
THAN THE VOYAGER
MODULES TO FIND THE RIGHT
VALUES, AND THE RIGHT
RELATIONSHIPS.
E-R DIAGRAMS
X
THE E-R, OR ENTITY-
RELATIONSHIP,
DIAGRAMS GIVE LOTS
OF INFORMATION
ABOUT THE TABLES
AND HOW THEY
RELATE TO...
TABLES IN ACCESS
LOOKING AT THE
CONTENTS OF THE
TABLES GIVES YOU
A GREAT DEAL OF
INFORMATION.
DESIGN VIEW, EVEN
THOUGH YOU...
THE CERTA-QUERY SYSTEM
1. Map out what results you want
2. Create a strategy using the E-R diagrams
3. Identify desired va...
STEP 1: MAP OUT RESULTS YOU WANT
EXAMPLE: WHAT
TITLES COST LESS
THAN $25, WHAT
FUNDS DID I USE
TO PAY FOR THEM
AND HOW MUC...
STEP 2: CREATE A STRATEGY
USING THE E-R DIAGRAMS
I START WITH THE
LEDGERS & FUNDS
E-R DIAGRAM,
SINCE WE ARE
TALKING ABOUT
...
CREATE A STRATEGY
USING THE E-R DIAGRAMS
THE PURCHASE_ORDER AND INVOICE CONNECTIONS
LEAD ME TO THE PURCHASE ORDER & INVOIC...
CREATE A STRATEGY
USING THE E-R DIAGRAMS
THE PURCHASE ORDER &
INVOICE DIAGRAM
SHOWS AN INDIRECT
LINK BETWEEN
LINE_ITEM AND...
STEPS 3 AND 4
STEP 4: PICK A TABLE
FROM THE E-R DIAGRAMS.
SOME TABLES ARE
IMPORTANT ENOUGH THAT
YOU SHOULD JUST LEARN
THEI...
STEP 5: COMPARE TABLE TO CLIENTS
THE “BIB RECORD ID” LOOKS LIKE A BIB_ID, SO I TRY IT,
AND THE AUTHOR AND TITLE FOR THAT R...
STEP 6: ADD TABLE AND CHECK LINKS
THE FIRST STEP IS JUST TO
GET THE CHOSEN TABLE
INTO THE QUERY. SINCE
THIS IS THE FIRST T...
STEP 7: MAKE THE QUERY RETURN
ENOUGH DATA TO VERIFY IT
THE FIRST VERSION IS QUITE
SIMPLE, BUT IT ASSURES ME
THAT I’VE GOT ...
STEP 8: VERIFY RESULTS AGAINST
ALL POSSIBLE SOURCES
SEEING THE BIB
INFO FROM THE
ACQ MODULE
SHOULD BE
ENOUGH, BUT IT
CAN’T...
STEP 9: REPEAT FROM STEP 3
3. IDENTIFY DESIRED
VALUE IN CLIENTS
4. PICK A
TABLE
FROM THE
E-R
DIAGRAMS
WE HAVE
BIB_ID, SO
W...
REPEAT FROM STEP 3
5. COMPARE TABLE TO
CLIENTS
6. ADD TABLE AND CHECK LINKS
7. RETURN
ENOUGH DATA
TO VERIFY THE
QUERY
REPEAT FROM STEP 3
8. VERIFY RESULTS
AGAINST ALL
POSSIBLE SOURCES
WE REPEAT THIS FOR ALL TABLES,
OFTEN RUNNING MORE THAN O...
CONTINUING WITH EXAMPLE
THE JUMP FROM LINE_ITEM TO
LINE_ITEM_COPY_STATUS
DOESN’T GIVE ME ANYTHING I
CAN VERIFY, SO I CONTI...
ADD THOSE TWO TABLES AND GET
SOME FIELDS
THE FUND_ID, LEDGER_ID AND AMOUNT FIELDS SHOW
US THAT WE’RE STILL ON THE RIGHT TR...
THE FINAL LINKS IN THE CHAIN
THE LEDGER AND FUND IDS FROM THE
INVOICE_LINE_ITEM_FUNDS TABLE POINT TO THE
LEDGER AND FUND R...
ADD TABLES AND CHECK LINKS
WHEN WE ADD FIRST FUND, THEN LEDGER, THE LINKS ARE
OBVIOUSLY NOT SUFFICIENT. THE FUND TABLE IS ...
STEP 10: CLEAN UP DETAILS
FOR THIS QUERY, THE DETAILS INCLUDE REORDERING
THE FIELDS, TAKING OUT THE FIELDS WE DON’T REALLY...
FINAL COMMENTS
THE CERTA-QUERY SYSTEM IS NOT
DESIGNED TO MAKE IT EASY TO
CREATE QUERIES BUT TO HELP MAKE
SURE THE RESULTS ...
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Buried Treasure: Finding Reporting Gold in the Voyager Tables (using Microsoft Access)

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This presentation was given at the Voyager Users Group Meeting (VUGM) in 2002. It covers some exciting and interesting data fields and techniques for retrieving them out of the Voyager ILS's Oracle tables.

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Buried Treasure: Finding Reporting Gold in the Voyager Tables (using Microsoft Access)

  1. 1. FINDING REPORTING GOLD IN THE VOYAGER TABLES BURIED TREASURE: SESSION 9 Alan Manifold Systems Implementation Manager Purdue University Libraries manifold@purdue.edu
  2. 2. THE TOOLS IN THE BLURB FOR THIS SESSION, I MENTIONED THREE TOOLS: 1. THE VOYAGER CLIENTS 2. THE ENTITY-RELATIONSHIP DIAGRAMS WHOOPS! THAT’S ONE SHORT. THE FINAL ONE IS: 3. THE VOYAGER TABLES IN ACCESS 1. 2. 3.
  3. 3. VOYAGER CLIENTS THERE’S NO BETTER PLACE THAN THE VOYAGER MODULES TO FIND THE RIGHT VALUES, AND THE RIGHT RELATIONSHIPS.
  4. 4. E-R DIAGRAMS X THE E-R, OR ENTITY- RELATIONSHIP, DIAGRAMS GIVE LOTS OF INFORMATION ABOUT THE TABLES AND HOW THEY RELATE TO ONE ANOTHER. KEY Looks like this now
  5. 5. TABLES IN ACCESS LOOKING AT THE CONTENTS OF THE TABLES GIVES YOU A GREAT DEAL OF INFORMATION. DESIGN VIEW, EVEN THOUGH YOU CAN’T CHANGE IT, ALSO YIELDS LOTS OF INFORMATION.
  6. 6. THE CERTA-QUERY SYSTEM 1. Map out what results you want 2. Create a strategy using the E-R diagrams 3. Identify desired value in clients 4. Pick a table from the E-R diagrams 5. Compare table to clients 6. Add the table and check links 7. Make the query return enough data to verify it 8. Verify results against all possible sources 9. Repeat from Step 3 10.Clean up details THE CERTA-QUERY SYSTEM (CLIENTS / E-R DIAGRAMS / TABLES) FOR QUERY DEVELOPMENT IS AN ITERATIVE PROCESS. APPLY THE INNER STEPS TO ONE VALUE, THEN REPEAT THEM FOR EACH VALUE IN TURN.
  7. 7. STEP 1: MAP OUT RESULTS YOU WANT EXAMPLE: WHAT TITLES COST LESS THAN $25, WHAT FUNDS DID I USE TO PAY FOR THEM AND HOW MUCH DID I PAY? FOR EACH TITLE, I WILL WANT THE TITLE AND PERHAPS OTHER BIB INFO, THE LEDGER AND FUND NAMES AND THE AMOUNT PAID. FOR THIS EXAMPLE, WE WANT THE RESULTS FOR ALL TITLES IN OUR DATABASE FOR WHICH WE PAID UNDER $25.
  8. 8. STEP 2: CREATE A STRATEGY USING THE E-R DIAGRAMS I START WITH THE LEDGERS & FUNDS E-R DIAGRAM, SINCE WE ARE TALKING ABOUT MONEY. I FIND FUND AND INVOICE_LINE_ITEM_FUNDS, WHICH LOOK USEFUL, BUT I DON’T FIND A LINK TO THE BIB RECORD. THE FUND TABLE SHOWS LINKS TO INVOICE AND TO PURCHASE_ORDER.
  9. 9. CREATE A STRATEGY USING THE E-R DIAGRAMS THE PURCHASE_ORDER AND INVOICE CONNECTIONS LEAD ME TO THE PURCHASE ORDER & INVOICE E-R DIAGRAM. HERE, I FIND THAT PURCHASE_ORDER IS LINKED TO LINE_ITEM, WHICH CONTAINS A BIB_ID TO LINK IT TO BIB_MASTER AND OTHER BIB TABLES.
  10. 10. CREATE A STRATEGY USING THE E-R DIAGRAMS THE PURCHASE ORDER & INVOICE DIAGRAM SHOWS AN INDIRECT LINK BETWEEN LINE_ITEM AND INVOICE_LINE_ITEM_FUNDS, WHICH GIVES ME THE ENTIRE CHAIN I NEED. BIB INFO LINE ITEMS INVOICE LINE ITEMS FUND INFO
  11. 11. STEPS 3 AND 4 STEP 4: PICK A TABLE FROM THE E-R DIAGRAMS. SOME TABLES ARE IMPORTANT ENOUGH THAT YOU SHOULD JUST LEARN THEIR CONTENTS. BIB_TEXT IS PROBABLY THE MOST IMPORTANT OF THESE. IT CONTAINS THE BIB_ID, PLUS AUTHOR, TITLE, ISBN, PUBLISHER, PUBLICATION DATES, ETC. I’LL START WITH IT FOR THIS QUERY, SINCE I WANT THE TITLE. STEP 3: IDENTIFY DESIRED VALUE IN CLIENTS. WE PICK A DESIRED RECORD IN THE ACQ MODULE AND NOTE ITS TITLE, AND WE SEE THAT THERE IS ALSO A “BIB RECORD ID” DISPLAYED.
  12. 12. STEP 5: COMPARE TABLE TO CLIENTS THE “BIB RECORD ID” LOOKS LIKE A BIB_ID, SO I TRY IT, AND THE AUTHOR AND TITLE FOR THAT RECORD MATCH WHAT I’M LOOKING FOR, SO THIS IS THE RIGHT TABLE TO USE.
  13. 13. STEP 6: ADD TABLE AND CHECK LINKS THE FIRST STEP IS JUST TO GET THE CHOSEN TABLE INTO THE QUERY. SINCE THIS IS THE FIRST TABLE, WE DON’T HAVE TO CHECK ANY LINKS, BUT THAT IS PART OF THIS STEP FOR SUBSEQUENT TABLES.
  14. 14. STEP 7: MAKE THE QUERY RETURN ENOUGH DATA TO VERIFY IT THE FIRST VERSION IS QUITE SIMPLE, BUT IT ASSURES ME THAT I’VE GOT THINGS RIGHT. I ADD THE BIB_ID SO I CAN VERIFY THE RESULTS AGAINST THE RECORD I KNOW. WHEN THE QUERY IS COMPLETE, I WILL REMOVE THAT FIELD AND ITS CRITERION.
  15. 15. STEP 8: VERIFY RESULTS AGAINST ALL POSSIBLE SOURCES SEEING THE BIB INFO FROM THE ACQ MODULE SHOULD BE ENOUGH, BUT IT CAN’T HURT TO LOOK AT CATALOGING, TOO.
  16. 16. STEP 9: REPEAT FROM STEP 3 3. IDENTIFY DESIRED VALUE IN CLIENTS 4. PICK A TABLE FROM THE E-R DIAGRAMS WE HAVE BIB_ID, SO WE CAN LINK TO LINE_ITEM
  17. 17. REPEAT FROM STEP 3 5. COMPARE TABLE TO CLIENTS 6. ADD TABLE AND CHECK LINKS 7. RETURN ENOUGH DATA TO VERIFY THE QUERY
  18. 18. REPEAT FROM STEP 3 8. VERIFY RESULTS AGAINST ALL POSSIBLE SOURCES WE REPEAT THIS FOR ALL TABLES, OFTEN RUNNING MORE THAN ONE TEST FOR EACH STEP. FOR INSTANCE, WE COULD REMOVE THE BIB_ID CRITERION FROM THIS QUERY AND SEE MORE RESULTS.
  19. 19. CONTINUING WITH EXAMPLE THE JUMP FROM LINE_ITEM TO LINE_ITEM_COPY_STATUS DOESN’T GIVE ME ANYTHING I CAN VERIFY, SO I CONTINUE TO THE NEXT TABLE IN THE CHAIN, INVOICE_LINE_ITEM_FUNDS. IN THAT TABLE I SEE THAT THE AMOUNT FIELD NEARLY MATCHES WHAT I EXPECT (OFF BY A FACTOR OF 100), SO IT LOOKS LIKE WE’RE OKAY.
  20. 20. ADD THOSE TWO TABLES AND GET SOME FIELDS THE FUND_ID, LEDGER_ID AND AMOUNT FIELDS SHOW US THAT WE’RE STILL ON THE RIGHT TRACK.
  21. 21. THE FINAL LINKS IN THE CHAIN THE LEDGER AND FUND IDS FROM THE INVOICE_LINE_ITEM_FUNDS TABLE POINT TO THE LEDGER AND FUND RECORDS I EXPECT. FUND AND LEDGER ARE TWO MORE TABLES TO MEMORIZE IF YOU DO ACQ REPORTS.
  22. 22. ADD TABLES AND CHECK LINKS WHEN WE ADD FIRST FUND, THEN LEDGER, THE LINKS ARE OBVIOUSLY NOT SUFFICIENT. THE FUND TABLE IS NOT LINKED AT ALL. ALSO, THE E-R DIAGRAMS SHOW THE LINK FROM INVOICE_LINE_ITEM_FUNDS GOING TO FUND, THEN TO LEDGER FROM THERE.
  23. 23. STEP 10: CLEAN UP DETAILS FOR THIS QUERY, THE DETAILS INCLUDE REORDERING THE FIELDS, TAKING OUT THE FIELDS WE DON’T REALLY WANT, CONVERTING THE AMOUNT FIELD TO DOLLARS AND CENTS, AND ADDING THE AMT CRITERION.
  24. 24. FINAL COMMENTS THE CERTA-QUERY SYSTEM IS NOT DESIGNED TO MAKE IT EASY TO CREATE QUERIES BUT TO HELP MAKE SURE THE RESULTS OF QUERIES ARE CORRECT. • THE EMPHASIS IS ON VERIFICATION OF RESULTS • THE PROCESS IS SLOW AND STEADY, MOSTLY SLOW • IF THE DEVIL IS IN THE DETAILS, THIS SYSTEM WON’T HELP MUCH NOW GO OUT AND FIND THAT TREASURE!

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