Data Integrity Soup to Nuts Skip Adolph, CPPM, CF Judy Windle, CPPS Objectives • Data Integrity: What does it mean? • Understand Common Pitfalls • Review Deadly Offenders • Understand how to achieve and maintain clean, consistent data Data • DATA: – da·ta: noun • A plural of datum. • (used with a plural verb) individual facts, statistics, or items of information • (used with a singular verb) a body of facts; information Integrity • INTEGRITY: – in·teg·ri·ty (noun) • Adherence to moral and ethical principles; soundness of moral character; honesty • The state of being whole, entire, or undiminished: to preserve the integrity of the empire • The state of being whole. Entire, or undiminished data that reflects the effectiveness and adequacy of a property management system Data Integrity RECORDS INTEGRITY IS SOLEY DEPENDANT ON DATA INTEGRITY – DATA INTEGRITY: • The absence of unintended changes or errors in some data • Integrity implies that the data is an exact copy of some original version • Integrity may further imply that the information represented by data that has been validated Common Pitfalls • Acronyms – HP – APC – SEM – LOL, TY, TTYL • HUH?! What do these mean? • Abbreviations – INC – CO – CORP – LLC Common Pitfalls • Misspellings – Hewlett Packhard – Cannon – Motorolla • Duplicates – E-3400 – E3400 – Latitude E3400 • Zero’s and not O’s – OOOOOOOO12345 – E543O Common Pitfalls Common Pitfalls And the Bane of Asset Data Management is… PUNCTUATION! Common Pitfalls ` \ / } ^ # ; ] ” @ ~ … < > ! _ , ‘ = * : + ( [ “” & | { ) ? Common Offenders MFR S/N MDL DESC Common Offenders • Manufacturers: – HP – HP CORP– Hewlett Pacard – Hewlet Packard – Dell – Dell Computer Co. – RIM – Research in Motion – Blackberry – Apple – Apple Computer – Mac – General Motors – GM – Chevy – Chevrolet – American Power Corporation – APC – Amazon – Staples – Home Depot Common Offenders • Model Numbers, Part Numbers, Stock Numbers: – XPS – M1530 – XPS/M1530 – M1530 Laptop – 1430/300.5111/20 Rev # 0 – 90000 – 1949/100- 25 – Silverado 1500 HD “Extended Cab Pick-up” – Pickup, F350 (HVY DTY) – 4150.300.121/22 – 100 [Alum] – Latitude E5430 – E5430 – E-5430 Common Offenders • Descriptions: – Computer, Laptop – Computer, Portable – Laptop Computer, Portable Laptop – Computer, Tablet – Portable Tablet Computer – Desktop Computer – Computer, Desktop – Computer, Desktop (W/ Monitor, Keyboard, Mouse) – Desktop Computer (W/ 17” Flatscreen Color Monitor) – Truck – Truck, Pickup – Pickup Truck Where to begin… “If you take care of the small things, the big things will take care of themselves.” • Steps to achieve clean, consistent data: – Address the Challenge – Create a Plan – Execute and Manage – Maintain Address the Challenge • Focus on the weaknesses… – Recognize the need for data cleanup – Understand the importance of clean data – Identify the cause behind the inconsistencies Create a Plan • Assign one, centralized office or person to lead the cleanup effort • Establish uniform naming conventions, processes, polices (or guidance) and training programs – This will drive future consistency, accuracy and standardization • “Manufacturers will always be entered as…” • “Location entries are always based on…” Create a Plan • Prepare – Assign specific resources – Define the scope • Decide what problem areas you want to focus on • Plan how to obtain and organize the data • Understand the amount of data you may have to clean up • Determine timeframe • Document ALL decisions – Make available to personnel – Update as decisions are changed overtime Execute and Manage • Educate users on new decisions • Gear up cleanup team – Provide supporting documentation – Provide necessary tools • Analyze the data – If limited resources are available, focus on one problem area at a time – Microsoft® Excel is your friend!! • Break down into categories and start with broadest level first – Locations: State, City, Street Address, Floor, Room, etc. Execute and Manage • Execute the cleanup – Once all categories are organized and broken down into elements or levels, it is time to clean up • Remember the key steps to follow – – – – Eliminate duplicate entries Correct misspellings Adjust data to reflect new naming conventions Map asset records to correct entries • Wrap up – Review and make adjustments Maintain • Lessons learned • Knowledge transfer • Continue to educate and enforce • Improve office communication • Execute cleanup efforts annually • Consider list of value data fields Summary Understand the BIG picture • Balance structure, flexibility and usability of the system • Property data should be: – – – – Descriptive Standard Reportable Audit ready • Steps to clean up 1. Address the Challenge 2. Create a Plan 3. Execute and Manage 4. Maintain Questions