 So welcome to Banner Bunch. We do this, I think I already said this, we do this monthly. We try to cover a small topic and then give you guys a great opportunity to do some learning about Banner. We've got a pretty standard agenda that we go through. We do a little introductions because we love for you to meet our team and then we have our training. This month we're doing person searching. Very good skill set to have in Banner and it's also a little bit timely. We'll talk about that and then then we have an open forum where you can ask questions about person searching or anything. So we'll do our best to answer. So we have Kim Damon on our crew programmer, Mark. He's our DBA, Sis Ammon, Tyler Lafferty in the alpaca shirt. Theresa Patterson and on the end Lori Peterson. Carl Rhodes is telecommuting today. He's actually up in Salem. Lena, our administrative manager, is probably committed. Katherine Williams. Myself, I'm Gabe Williams and Michael Cuelliners, our CIO, our team's leader. So how many people here do person searching? I've got some sort of training on person searching in Banner. Yeah, pretty much everybody. This will be a really good refresher for you if you might learn a few things. But one of the bigger reasons why we're doing this is part of our baseline project. We're going to change it. Sorry. We're not actually... We're not changing any of the functionality. Everything you know and love is still available to you, but we're changing the navigation. We run down through this and I'll talk you through what's changing. So Banner, when it's delivered, has several forms that you can use for searching in many different ways. But by default, when you're like spading or pee-pain or one of those, you go to do a person search. The default would be to go to SOA IDN. It's a basic person search form. From there, you can go to an advanced person search form, SOA IDNS work or some of the others. Well, we have changed in our production instance right now. It's currently out there. We actually deleted the basic person search. You straight to the advanced person search where you have the address and everything else in there. By going to baseline, what this means is when you're in there and you go to do a person search, you'll actually go to the basic person search first. And if you need more information, then you can go on to the advanced person search. So that navigation is changing, but all the functionality is still there. We'll walk through all the forms so you know what they do and all that. There's also a bunch of other forms. They're more specific to job functions like finance has several different forms to search for vendors. POA IDN, I don't even know if you guys know that, NHR, ROA IDN for financial aid. SOA comp is a finance one that's working for companies. And SOA EDEN is a form where you look for red-out items, probably making the period that it does that. And if anybody cares, we just baseline SOA comp. And SOA comp had a couple of mods that we took out with their banner. So I'm going to go in a banner. We're going to walk through these forms and do some person searching and play around. We need a lot of hints and tips. This should be awesome. How do I change? So in a manner, I'm going to develop right now. This is where we have everything, baseline, detest is being set up this week as well. All these changes are going to go into production on our maintenance week in December 10th. So that's coming up in about a week and a half. I usually start searching from SCADEN, but you can really do this from anywhere. You can do it from QPADEN, you can do it from F-Team Vend, or to DAS, or any of those forms. When I'm in here and I've got an ID field, you can click on the search button. It'll give you some options. You can go person search, which will go to SOLIDEN. You can do a non-person search, which will go to Silicon. Most people don't do that, or you can do an alternate ID search. What most people do is a person search. A hot key to get here is F9. This is the basic person search. So this is the change that everyone that's used to do a person search is sometimes struck by the visual difference here. But it's not that scary. It's just less information. The last name, first name, birth date, gives you a birth change indicator in there. There's not a lot in here because it's assuming that you just look for a name. There's probably going to be a few people with that, but you can figure it out. So if I was to search for myself, I know my name's Gabriel Williams. I can go in here and I can click the execute query button, or I can hit F8, which is the hot key for this. And it'll bring up everybody with the name Gabriel Williams in the system. And you'll notice that I typed out the full name there. So if you type out the full name, it'll look for exactly what you typed in. There's actually a Gabriel, Gabrielle, Andrea Williams out there. But it pulled back me and you can, if you have my birth date or you know my middle name, you know exactly which one you're looking for. One thing that's hard to see down here, it's probably the screen. So there's also a button for case insensitive and case sensitive query. You'll notice that I had to actually highlight or uppercase the first character there. I didn't really need to do that because right now the default in this form is case insensitive. So if I was to do that same query, but I'll do it lowercase, I'll get the exact same response. If you were to change this to case sensitive, and I don't know why you ever would, you would actually have to put in the capitalization correctly. So that's a big difference between case sensitive and case insensitive. One of the forms that we're going to go to actually is case sensitive by default. And that's not a lot of fun to know about that, otherwise you might not get the results you expect. But what if you don't know if it's Gabriel Gabriel, right? That's where the hotkeys come in. Who knows what the hotkeys are? That's my hand. Where are the hotkeys? Yeah, like a percent, right? Exactly. Percent and underscore. I think that's a five. Or did I say hotkeys? Yeah, I think it was a test. I'm sorry. Wildcards. She understood what I was saying. She did? Yeah. She's scaredy. You're working too. I'm sorry, wildcards. So you have a couple of wildcards that you can use on here. The first one most people probably know about is percent, right? And what that means is that it'll search for anything that starts with WIL and then any number of characters after that. So it could be Williams, it could be Willie, it could be whatever. And so one of the best practices I have is I usually don't even type out more than three characters on this form and then put a percent on there so that I can throw out a wide net and bring back everybody that's even similar. So if I did this to me, Gabriel Williams, you get a whole bunch of different things here. There's Gabrielle Williams or Willie, Gabriel Williams, Gabrielle Williams. There's several different permutations and I can drill it down. It's the one that I'm actually looking for. I know my middle name is P and my birth date is 77. Something to notice here is this change indicator up in the top, right? Sometimes it'll come back with an I and what that means is that the ID that it brought back is not the current ID. It's actually an ID that has changed at some point in the past. If it's an N, it means the name has changed at some point in the past. You can see that these top three rows are actually the same person. Just different ways that their ID or name may be in the system. They still came back with my search because I worked for WIL percent, EGID percent. So just to clarify, if you see the change indicator there, that means it's an old one and it has the change at it. Exactly. It means that that's not current information but it might be the person you're looking for. So there's not a whole lot else in this form. There's different ways to search. Let me show you the underscore. Let's see. I wanted to look for an ID. So some sort of name that starts with ID percent. I'm going to cover a couple of topics here real quick. Who knows what that means, right? Bert knows. These are DIRTS. DIRT records are duplicates. We don't want to actually use these records. So if you ever come across a record that has a name of ID correction in progress, don't use it. I knew you have not found the correct record here. In fact, we're trying to make it a little easier. What we've done is we've started with the letter Z for the ID. We're making a change in the way we handle these so that you can find them a little easier and identify them. If you ever see a record or an ID that starts with a Z and the name is ID correction in progress, don't use it. All of our IDs start with an X or if they don't use U, D to P students starts with a 9. How do we know what record that is attached to? That's where I was going to bring in the underscore. Thank you. So if I did find one, an ID correction in progress, and I wanted to know what is the correct record to use, you can always take this ID. All we've done is change that first character to a Z. Let's see if my copy works on it. So I can look for an underscore, which is a wildcard for one character and one character only, and then put in the rest of the number. Sorry, I wanted to make that first character off. The number score. And now what that will bring back is a duplicate that we have in our system. J Murray or R Murray, this is the correct record for him. No, no, no, no, no, no. You type in the Z and it gives you the X number that it's linked to. That's the bad ID. This is the bad. All those are bad IDs. So if you type in that X, it's a bad ID. You can't do it from here to the game. Okay. That brings in J Murray. Each of these got an ID change. And what they're talking about is if you brought this back to the main page, Shift F3, his current ID is this. This is his good record. Watch out for duplicates. If you have a question about a duper, you're not sure if you've got the right record to ask the registrar's office or HR. They know what the right record is. Or finance, but it's a vendor, but that should work very well. So let's go back there. Do you have any questions about Swade, the basic person search form? I don't know, but I'm back to the search that you did with your three characters and you got Gabby at the top. Yeah. And she had a name indicator. So what happens if you select one or two? It'll still take you back to the right record. It's just you may be confused if her name changes drastically or the ID changes drastically. Well, it's showing what the name was changed from Gabby to Gabriela. That's where the name indicator. But if you went to the record from the top and then you get what's in line three. Exactly. It brings back the current information. The ID on, if there's Gabby and Gabriela, your S numbers are exactly the same. Yeah. Okay. And that's not always going to be the case. Yeah. Yeah. Exactly. More than three, I think, so to speak. I mean, most of the time, this form's probably going to be used. But sometimes you need a little bit more information. Like I really don't know if the person I'm looking for has what their real name is or their birth date, and both these could be yet, and you don't have to go all the way back to Spain and start surfing around for information where you can use the options here and go to that advanced person search. Just wait and see. Another option we've found is you can right click here and get to the options. High five to Kevin for finding that. We actually didn't know about that. So if you go to the advanced person search, this is the one that you know this is the one that has all the address information or registration information. And you can do the exact same search. So my caps lock is on. One thing to notice here is that that didn't bring back anything. That's because this form is case sensitive. It's one of the downfalls of this form being baseline. So you have to actually capitalize that first letter if you're going to use this form. Or use an underscore. Or use an underscore for the first character. That's always a good option. And now we can go down and see what the address is and how it's different. You can see the gender. You can see their current student and what their major is. It gives you a lot more information if you're really on the fence as to which record is the correct one you're looking for. The functionality is pretty much the same. This one also has a sound x search where your search for names that sound like what you're looking for. I've had mixed results with this over the years. Some people really love it. Some people can't stand it. I know that if I search for Gabriel Williams, it doesn't look like the right results. So instead of Gabriel Williams, I'll look for something else. I have to actually start a search first before I go in there. Or execute one. You can click in there and then type in the name as it sounds to you. It'll bring back results. It's the same execute query button. It might filter down the results that you have. Sound x is actually available in the basics person search form too. If you want to search on that control page down next block, you can do a sound x there as well. One other thing you might want to find out is there's no social security numbers on this form. Correct. Going to baseline on this, we had a modification to it that had a call for social security number. That's not available here. However, there is a baseline search form for social security number, which you can get to from any of these. GUI ALTI. And here you can search by social security number. And it's very similar to the basic person search. You just have that extra column. Another search form that I really like. I've used this one quite a bit. Is US search GUI SRCH. Where you can search by email address or phone number. You can use additional ID as well. But the only additional ID we have in the system is the CCWD ID. And I don't know if anyone actually knows those. They top their heads. Research is right. But I can go in here and use my wild cards and find anybody with an email address and search will present. The trick with this form though is you don't execute a query. It's really weird. I have to admit this. You actually next block down to get your research results. And it'll bring back anybody with that email address. If you clicked in that. Or if you double clicked in that. Double clicked on. If you did roll back. Let's try a phone number. Double clicked down here. You can double click down in your spot. You can do that in any form. Double click is a next block in any form. As long as there's a solid line. That I didn't know. Which is your favorite tool to learn. Wow. So high-five for drinks. There are almost as you need the source. Or more. So, if you know somebody's email address or how it began. We can almost always find. So let's see, let's go back to PowerPoint slide. So we looked at Sweden, the basic person search, which is now going to be the default. We looked at Sweden, which is the advanced person search that everybody's familiar with. We looked at Gua Search and Dualty. We can look at the rest of these if anybody wants to. Covered wildcards. Sensitive versus insensitive. The name indicator and how do I identify birds? Those are the IDs or the name is ID correction and progress. Let me use those. Kimmy's got a comment. Didn't you have Theresa add things to the options tab? I have to make baseline that so I can... Right, so... Because you can read them. These options. Right, you can get to any of these forms back and forth. In fact, this is something we can configure adding more or less forms to the options. We've set up all of these search forms that they all point to each other. So you can always navigate between them and use them all. So if any of you were used to it on your person search, seeing that little red dirt over there, you will actually have to go to options or right click and do the GWR dirt if you want to look at any dirt information. Yeah, we have a dirt form out here that's available. So I think we're at the point where we can ask questions. I'm giving you everything that we know about person searching. Have there been any changes in the go-match in regards to person searching? Go-match hasn't changed. Go-match has been baseline since we turned it on last year. Everybody knows what go-match is, right? There's a few nods, but not everybody. Go-match is where we create records in banner. This is a system called common matching. So if you're doing data through an entry into banner, you're going to create records or a match up to a record that already exists. Use the full go-match. You don't do all the searching out here. Go-match actually doesn't search for you, and I can show you what that looks like. If I was to click generate ID here and not everybody has this access, it would take me to go-match. And here I can enter in a lot of information and it'll search the database for somebody under the assumption that if it doesn't find that person, it can create a new record. It does find that person. It'll take you to them. Last year, about this time, we did a common matching training. You can do another one again at any point in the future because for the people that are doing entries, this is really important to know how to use. If this is used incorrectly or lightly, then that's where the dirt's come from. We create dirt. It's got a couple of caveats to go with it. It doesn't work really well if you made names, which is something that we can cross right back here. But it works really well. It has slowed down the dirt that we're creating. Does that answer your question? Yeah, this is staying baseline. And I think a good point that came out of the training on common matching last year is that if you're searching for somebody, if that's all you're doing, you use the person search function. If you know that you would create a record if it's brand new, if that's your function, even data entry, that's when you use common matching. So it's two different functionalities. Searching for somebody versus creating new records and entering into the system. Does that make sense? All right. Well, that's sort of a question to be asked. How is that quite good? Is this a shocking change with the advanced search versus basic search? This is something that we're trying to be really careful with to communicate as much as we can because if you didn't know it was common and you went to go search for a specific person, then the form's completely different, right? I'm sure that would be shocking. I guess I'm confused because anytime I search for somebody, I always get that form anyway. It's waiting? I guess. I don't know. It's about when... You're going to start keeping, right? And you do your person search. It's very similar. It takes a lot of time. So that's the difference between P-pagnets or anything? Right. Another thing to note is you don't have to go through those forms to get to the search forms. You can always just type in the form that you want right here and it'll take you straight there. Other questions, comments? The person searching is very much an arch. It's something that you get better at than where you do it. One of the probably the best tips I ever got was the one you use three or four characters and put a percent on the end. You know? When we're at the chopper, we usually start with a surrogate. What's a surrogate? You can get there as well. So if we do a search from there. Right. Those are things. From here, if you click on this, you can go to person search. It's a base search. Right. And if you really want the address and everything, you can always go to options. You can get the advanced search. It's an extra step, but it's still available. You can't just type in the way you want. Yes, we can. But if you're in Sephardis, you can't type in this way. Other questions? I gave mention that he uses three characters in a wild card. You don't have to put anything. Well, you have to put something. Yes, somewhere. But if you have a Margaret and she could be going by Peggy, then you're not going to find her looking for a plurality or an impossibility. So you don't have to put anything in that. Right. Because we're searching by with the birthday to come. Yes. Birthdays are a great way to identify people. There's nothing else. Well, the two of the gaffings that were at the caperels at the bottom that were there, one had a middle initial and one did not. They were both the same year, the same birth month. And one was July 1st and one was July something else. So are they the same person? You know, then you have to go search something else. Yeah, they're all really close. And so it's nice to have a little bit more information to tell which one to etch. Especially if you're dealing with the John Smiths or any of those. There's not a whole lot of Gabriel Williams out there, although there's more than I would expect. They're going to put you in a dress and then one just likes you. Gabrielle? Yeah. There's actually a Gabrielle and Nicole Williams that's following me around from the institution to the institution. She worked for the state too. Other questions. That was a good one. You can navigate to these forms from anywhere that you can do a search. The wild cards work as well. You can do wild card searches anywhere you can do searching. So if I was in a form where I can search for background institutions, I can look for anything or Albany and do a search. Those wild cards work the same way. So any place you do a search, you can use a wild card. So wild cards aren't specific to person searching. Other questions. Do you have a question? So I'm just wondering if there's an easier way to do this. So if anyone comes up to our desk and they go to OSU and they know their night number and have no clue what their next number is, you always go to Sweden to look up what their other idea is. Is there a slicker way to do that? They know their night number, type of their night number, and confirm that they aren't actually in there in their night number. What was that? If they know what their night number is, type it in just to make sure we don't already have it. I wouldn't even search if you just type in their night number here. And if they don't pop up, then go start searching. So they're wanting to know what their next number is, but we need their next number for things. Which is cool. If they know their night number, look to see whether or not that night number is in the system, because we have them all. If we have already been presented with that value, then it will be in there. Okay. And just go to Sweden. No, just type it into, whatever you want to start with it, but if you actually have an ID number for them. Let me give you an example. Let's say my number changed because I'm now a DPP student. Well Tyler's number is a my number. I want to use a DPP system. If I save this right now, that night number is now my current ID. But if I type in my old number, or 50738, it'll bring me up. Or if I bring up that nine number and then control page down, I can go look at their alternate IDs and see what their next number is. Got it. So you actually don't have to use search for them if you have an ID. Just type it in and go in and make sure. That's with the assumption that we have both information's in there. You already got the correct ID. If you type it in, it brings up a completely different person. Then you'll be able to search on their names. So you can still put the social security number in the ID. If we have it. It's in banner. If it's in banner, it'll bring it up. Other questions? That's a great one. Yeah, we want to definitely simplify things as much as possible. Don't go searching if you don't need to. I'm going to do a song like that. Solve our money problems. Other questions. It doesn't have to be about persons. Maybe you have questions. We'll get into it next month, boss. Yeah. Well, I can give you guys a update on the baseline project. That's where a lot of these changes are coming from. Our baseline project is in full swing right now. We're meeting with all the functional areas, learning what their mods do, why we built something new instead of using the baseline functionality and analyzing that. We're coming up with a lot of projects on what we're going to start attacking. We're starting to make some of those changes now. So this is one of the very first ones where we're doing a lot of cleanup on forums and a lot of modifications weren't doing anything anymore. We're even breaking functionalities for this game, taking care of them, taking them out. We want to make sure that we're communicating as much as possible when we do make changes so that nothing surprises anyone, but right now we're making some pretty minor changes, I think. This is one of the more major changes that we're seeing. Some of the other projects that are coming up will end up being the work at how we do direct deposit or we're really learning a lot about how we can impact the orders for the other projects. Co-port, check-in stations are getting a lot of analysis. The way we use job submission and security in the system is very homegrown. We're doing a lot of work right now in this analysis. We're starting to identify who is a stakeholder, who uses this functionality so that we can start learning what you use it for. So maybe you chat to any of you at any time if you're talking about, well, you notice that you use this form and we want to make sure we understand how the modification is working for you so that it does get a baseline. We can train you up on how to use baseline functionality or get another tool that meets that need or whatever makes sense for that transition. And maybe complementary to that statement is while you guys are going about your business, if there's something that you know is not baseline or you wonder if it is, and you use all the time that is critical to your job, what's that got to know? Because he needs that information and it's good to have it in the back of your mind and start compiling that information now and getting it to him. Instead of being presented to it with a question, what do you do in your daily job that is critical to you and you're going to draw a blank like I would right now? There's a lot of thought and planning going into this. I hope that carries through. If there's anything that does catch up. Do you want to show them again on how they can tell if it's not baseline? Sure. In forms it's really easy. I know spaden is not baseline. Right here it's got a little LB. I mean something in here is homegrown. We did something to this form. We tested it. Right. So that's if the form was delivered by Lucia and we changed it. We also have a lot of forms that we just built from trash here. That's a good one. Let's give you a TITL. Say it. Don't. This one also has one. Well, we're looking at it because this is something we built here. It's not supported by Lucia. There's another one that's SWA, DISC will be used for and now it's got a lot of functionality. We have to determine if we care. Another way to tell us the second character is a W or a Y. That's something that's built here from trash that is completely invented. What's wrong with saying squad title? Squad title? Because it's our same title. This is where if I had said that, he would say, get away. What was your point? Oh, we're always looking for new concepts for future functions. What are some other ideas on trains that you can get? Another idea is we could also do demos for future functionality like degree works or something like that. It isn't quite getting started up, but eventually we're going to get to. Lucia has a mobile app that we own that we haven't turned on or we've got international database that we're turning on here soon. International student scholarship venture. We can always show off future functionality. Right now we're really focused on the baseline aspect. That's our top priority. Getting the system really with a good foundation is a lot easier and a lot more reliable. All right. We have another 10 or 15 minutes or we can shut down earlier. Either way is fine. Again, this is a change that we're aware of. It may affect a lot of people and may throw a lot of people off their routine. How are the sorts of boards going to work with baseline? Baseline job submission. You don't go to Schwartz. You actually just type the job name in here. SRT load is a baseline job for recruiting. You type it in and you create your parameters. For whatever reason, we built a parallel system for just the stuff we built here rather than using this. If you've ever heard someone say Schwartz is going away, it doesn't mean that any of the jobs that are out here are going away. It just means that you have done them in the way that SRT load. Even if they're ones that we built, the jobs are good as long as it's using baseline data. It'll depend on what the job is doing. That makes sense. Many, many, many of these are great because building jobs to automate or report on things is what we want to be using. What was I saying? Other questions? I think I was starting to walk us out of here. I know what I was saying. This change is one of the heavier ones that we feel is going to impact people. If you'd like us to come to your office and talk to a meeting about the change or anything like that, we're more than happy to come visit with you and go over this sort of change or future changes that come along that's really going to impact you or if you're just curious, we're always happy to come. Talk to your office. Talk to the committee. We can just comment match or any of the other functional items out there. We also have access to a lot of the Ellucian training materials. This is called on-demand subscription library for BSL. We can get access to that for a lot of training that Ellucian provides. Training is definitely a focus of ours right now. Yeah. And Lucian Live turns up in March. That's a good shout-out, so I can do it. Lucian Live, who knows what that is? Oh, same here. Lucian Live is the basically global banner conference. So next year, it's Orlando, Florida. I know the keynote speakers, John Cleese. Let me bump that on my phone. What? Yeah, yeah, Lucian Live is a huge conference. There's like 8,000 to 7,000 people around the world. All the schools that use banner and the top best practices and what's changing and really spread the love. You have access to all the vendors there as well. It's, I highly recommend it. It's an expensive conference, but it's well worth it. We send at least two people off to the parks every year. And we try to convince a lot of people from other areas to go as well. Also, another conference that's coming up is one for us, the Lucian's User Group. It seems for a conference, but it's more regional. So this one's just for Pacific Northwest. And next year, it is really important to us because Linmen Community College is hosting the Northwest Lucian's User Group in August. So if you're an expert on something in your area, come talk to me if you guys have the luck to have you present. We're gonna have Kevin do a session on right clicking and pan. Yes. That's gonna be a best. There's a ton of expertise in our school. We really know how to use the system, and we're getting better at it all the time. I'd love to have it. Or if you know somebody in a nearby school or in Oregon or Washington or Northwest, encourage them to talk to us as well. We'd love to have a lot of expertise in this one. And that, that will include Colleen? Yeah, the Lucian makes more than just manner. They make Colleen, they make Power Campus, they make a lot of products. Banders is the biggest one. All right. Any questions about those? Don't make us go back, I have questions. All right, guys. This will be available on YouTube. I'll send it out like I always do. I'll send out the PowerPoint slides, so you can watch them over and over again. And let us know if you have questions or suggestions for future banner boxes. We'll let them talk to you. So our super users that are in the group, your upgrades are put into D-Test, so they're in devil and D-Test right now. The only thing you will not find in those is the changes that need to add back for liver and the login. So that may be pushed on to the next upgrade cycle. Thank you.