Rules and Stuff

1. Rules and Stuff Linda Wirgau Data Specialist

2. What are the mnemonics

3. RFEI – File Element Inquiry

4. D Data – single valued field (example: First Name) • L List – multi-valued (example: address.lines; house number and street on one line then apt number on another) • Q pointer – multi-valued pointer (example: parent child relationships) • X pointer – single valued pointer (points to one and only one record in another file…example: Citizenship and countries • A Associated – multi-valued in a file that relates to one or more fields in that file (example: app.career.goals and app.career.goal.change.dates) • T Text – its text RFEI – File Element Inquiry

5. Big bucket first • All applicants is probably too big we have 126K applicant records • Try instead applicants with a Start term of 2013FA, 2013WI or 2013SP • Then try Freshman and not Transfers • Do you want international in this rule ? Work from the top down

6. RLDE – Rules Definition

7. With – use with to start a grouped set of conditions and connect it to the previous set • And – use to connect the previous line with the current line (note: the record must pass both sets of criteria for a true to result) • Every – use to check every value within a multi-valued field (note: each value in the list must meet the criteria for a true to result) • Or – use to connect with the previous line (note: only one needs to result true for the record to pass) • Or Every – use when you want to connect the previous line of criteria with the current line and want a record to pass one or the other. (note: remember what “every” does? It also applies here) • Or With – use to start a new grouped set of conditions and to connect to the previous set where you want one set or the other to pass • Or With Every - use to start a new grouped set of conditions and to connect to the previous set where you want one set or the other to pass but now add “every” • With Every – use to start a grouped set of conditions and to also check every value within a multi-valued field Connectors – what?! Why?!

8. RLDE – Rules Definition

9. RLDT – rules definition detail

10. RLDE – Rules Definition

11. Work from the top down • Choose the big bucket first • Try and stick to the easy connectors Easy right?!

12. When testing • Find a few id’s that pass and fail your rule! RLTD - Test and Debug

13. RLTD – Rules Test (should fail)

14. RLTD – page 2

15. RLTD – Rules Test (should pass)

16. RLTD – Rules Test (whew! It passed!)

17. Rules sit unless you use them somewhere • To assign a counselor using the rule you just wrote you’ll need to use form ARAR Assign a territory rule to a counselor!

18. ARAR – Adm Rep assignment rules

19. ARAR – list of rules

20. Just because I think its cool! RLPC – Rules Processing Form

21. RLPC – Rules Savelist Processing

22. Rules processing results

23. Linda Wirgau Admission & Fin Aid Data Specialist Kalamazoo College lwirgau@kzoo.edu Thank you!