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November 20, 20071
Pennsylvania BANNER Users Group
2007
Stewardship and Prospect Reports
November 20, 20072
General Announcements:
Please turn off all cell phones/pagers If you must leave the session early, please
do so as discreetly as possible Please avoid side conversations during the
session Questions will be answered at the end of
the session
Thank you for your cooperation
November 20, 20073
Introduction
Andrea MulrineDirector of Development OperationsUniversity of Scranton
Andrea.Mulrine@Scranton.edu Database / Web developer BANNER school since early 1990’s
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Agenda
Overview Technical Information Stewardship Reports Prospect Profiles Q & A
November 20, 20075
Overview
Information needed Editable reports In-house system, iDODS Programmers
November 20, 20076
Technical Information
Photos are stored in an Oracle table with these fields: – ID: number(10) = PIDM– NAME: varchar2(50) = pidm.jpg extension (ie 98025293.jpg)
– Image: blob
We used examples from Oracle to create our IMAGES_API.Load routine to load into the database – refer tohttp://www.oracle-base.com/articles/9i/ImagesFromOracleOverHTTP9i.php
Photos are in our addendum system - possible to make photos viewable in Banner, but we haven’t pursued
November 20, 20077
Technical Information
PLSQL code extracts from Oracle tables
For photo, code gets the blob and renders as html within the image source tag
Oracle web application utility OWA_UTIL converts the html data to Word
November 20, 20078
Code to transfer HTML to Word
if instr(owa_util.get_cgi_env('HTTP_USER_AGENT'),'MSIE') > 0
then
Owa_Util.Mime_Header ( 'application/vnd.ms-word', False);
htp.print('Content-Disposition:inline;filename="'||v_report_title||'.doc"'); owa_Util.Http_Header_Close
loop through HTML records
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MIME
Short for Multipurpose Internet Mail Extensions, a specification for formatting non-ASCII messages so that they can be sent over the Internet. Many e-mail clients now support MIME, which enables them to send and receive graphics, audio, and video files via the Internet mail system. In addition, MIME supports messages in character sets other than ASCII. There are many predefined MIME types, such as GIF graphics files and PostScript files. It is also possible to define your own MIME types.
In addition to e-mail applications, Web browsers also support various
MIME types. This enables the browser to display or output files that are not in HTML format.
MIME was defined in 1992 by the Internet Engineering Task Force (IETF). A new version, called S/MIME, supports encrypted messages.
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Stewardship Reports
Old method – see handouts New method
– ADADESG, ADACOMT– Web-based interface– Pulls information from Advancement, Student and
Finance– Creates Word document
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Name and Endowment Summary are taken from ADACOMT with specific subject indexes
Financial Summary Principal and Market Value are taken from FGBGENL and FNRUNIT
Financial Summary Funds Disbursed is taken from ADVAWRD and various Student tables
Financial Summary Gift total is taken from Advancement (AGBGIFT / AGBGDES)
Contributor information is taken from Advancement (Address Name – APBCONS_ADDR_NAME)
Scholarships Awarded information is taken from Financial Aid & Student
November 20, 200717
One letter is created for each person coded on the Designation ID tab in ADADESG
Also indicate which address to mail to in ADADESG
Scholarship Name comes from ADACOMT with subject index – SCHCAT
Remaining text comes from web interface
Header and footer are rendered graphic files so pages are ready to print on plain paper
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Prospect Profiles
Old method– Lookup Banner data & retype
New method– Extracts Banner data, including photos– Compiles into formatted Word document
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All information was manually compiled for each report
Template document was difficult to deal with
Only one Prospect Research Analyst
No way to quickly put this together on someone who did not have a profile done in the past
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BANNER data
Name, Class Year
Addresses & Phones
Family Member Names & Ages
Birth Date
Degree info
Employment info
Leadership & Awards are identified through Activity Codes
Photo pulled from Oracle table
November 20, 200724
Giving History
Total Hard Credit
Total Other Credit
List of Designations
Low to High Gift Range
Last Gift Date & Amount
Recent Capital Campaigns
Designations
Pledge Amount
Paid Amount
Placeholders are given for other information to be researched & added
November 20, 200725
Development Activities
Chronological Listing
All event registrations
Visits
Able to add additional types without programmer assistance
Recent Capital Campaigns
Designations
Pledge Amount
Paid Amount
Placeholders are given for other information to be researched & added
November 20, 200726
Prospect Research Reports
Additional information can be added (with programming assistance) as we specify
Reports are completely editable Some items are managed by Advancement –
which event types and activity codes are shown
November 20, 200727
Open to the Floor
Questions Comments
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