Automated Merge Record Page

The Automated Merge Record page contains options that let you define the scope of the auto merge and schedule the auto merge on the Job panel and set the criteria for finding and merging/householding People records on the Options panel. Once you've set your criteria and compiled or compiled and merged, this criteria information is retained on the History panel. Actions on the Automated Merge page let you find and then merge and household records (Compile and Merge/Household), just find the records (Compile Only), or merge and household found records (Merge/Household Records).

Job Panel

Fields on the Job panel let you define the scope of the auto merge, view the status, schedule the date and time of the merge and select the feedback level for the log file. Once the Auto Merge has been started, most of the fields on this panel are not accessible; they show the options that were selected for the Auto Merge.

AutoMerge Job ID

This field contains the ID of the Auto Merge. IQ automatically assigns the next sequential ID to each auto merge job. This ID provides the link to the Automated Merge record on the list of Auto Merges page.

Scope

Use the Scope field to indicate whether you want to run the Auto Merge on the entire People database or just a portion of it. Click in the field to display a list of options and select the scope which best meets your need:

• A Full Auto Merge checks all of the People records in the database against each other.

• A Fast Full Auto Merge also checks all of the People records in the database against each other, but takes less time to process because it limits the options for finding duplicates.

• An Incremental Auto Merge checks all of the People records that have been added to the database since the last Full or Incremental Auto Merge, first against each other, then against all other records in the database. Note: The Incremental option is not available until a Full Auto Merge has been run.

• A Partial Auto Merge checks the records in a select list against all of the records within that list, against the records in another select list, or against all of the other records in the People database.

When you select a scope of Partial, two fields appear below the Scope field for entry of the select lists you're using for your partial merge.

Select List of People to Merge/Household – the select list containing People records you want to check for duplicates and households. Click in the field to display the available select lists. Click a list to return it to the field. The select list does not need to be alphabetized.

Select List of People to Compare Against – the list of records you want to compare the first list to. Click in the field to display the available select lists. Click a list to return it to the field. The select list does not need to be alphabetized.

To compare the list in the first field to itself, enter the same list that you entered in the first field.

To compare the first list against another list, enter the name of the other list.

To compare the first list against the entire People database, leave this field blank.

Status

This field defaults to New when you add a new auto merge and remains empty until the process reaches one of the following:

• Compiling – Auto Merge is compiling the list containing sets of duplicates and household records.

• Compile Interrupted – The Auto Merge was interrupted or canceled during or after the compile process. This Auto Merge cannot be continued. If you want to run an AutoMerge with the same options, you must start over.

• Compile Failed – An error has occurred during the compile step, and the process stopped before completion. The cause of the error is recorded in the log file.

• Compile Complete – The records have been compiled but not merged. To merge and household the records found with the compile process, click the AM ID link and click the Merge/Household button at the bottom of the Automated Merge page. If you do not want to merge and household the records, you must interrupt the Auto Merge before you can start a new one.

• Merging – The Auto Merge is merging and householding the records as a background job.

• Merge Interrupted – The Auto Merge was interrupted or canceled during the merge process. To restart the merge process, click the Restart Merge/Household button at the bottom of the Automated Merge page.

• Merge Failed – An error has occurred during the processing step, and the process stopped before completion. The cause of the error is recorded in the log file. To restart the merge process, click the Restart Merge/Household button at the bottom of the Automated Merge page.

• Merge Complete – The records in the compiled list have been processed—merged and householded.

Start Date and Time

You can start the Auto Merge immediately or delay it until a later date or time. If you leave the Start Date and Start Time fields blank, the Auto Merge begins immediately. If you want to delay the start of the Auto Merge, enter a date in the Start Date field by typing it or by clicking the calendar icon and selecting it from the calendar. If you want the Auto Merge to begin at a specific time on that date, enter a time in the Start Time field.

Feedback Level for Log File

This setting controls the amount of information that IQ records in the log file during both steps of the Auto Merge process. It is recommended that you accept the default level of zero, because increasing the feedback level will dramatically increase the size of the log file and slow down the Auto Merge process. You should only increase the feedback level when running an Auto Merge on small amounts of people, or if you're encountering problems with a particular area of the Auto Merge process. Your IT Consultant can assist you with reading and evaluating information in the log file and selecting the appropriate feedback level.

Options Panel

The Options panel is divided into three sections: Automated Merge Options lets you set general Auto Merge options, including whether to merge or household the records, whether to merge and household automatically or manually, the method of identifying matches, and the destination record when merging; Options for Finding Records to Household let you choose to use last name alternatives when looking for household members and Options for Finding Records to Merge let you set additional criteria for identifying duplicate records, and indicate what to do with records that have different prefixes, middle names, suffixes, or birth dates.

History Panel

The History panel shows the following results of the compile or merge:

• The number of People records identified as duplicates and the number of records they will be merged into.

• The number of People records identified as belonging to an existing household and the number of households these records will be householded to.

• The number of People records added to the manual merge list and the number of sets they've been placed in.

• The date and time at which the Auto Merge process was started, the date and time at which the compile or merge was completed, and the total elapsed time.

Exclusions Panel

The Exclusions tab appears after the first step (i.e. Compile Only) of an Auto Merge is complete. This panel allows you to enter set numbers from the Detail Report into the Add Sets to Above Exclusion List field, so that when you run the second step (i.e. Merge/Household), IQ will not merge or household the records that are in the excluded sets.