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Paul has asked for some input regarding his point 2.

As stated, exeGesIS can and will include agreed terminology lists into HBSMR
for new clients. But for existing users the situation is more complex.

The basic problem here is that even when a list of terms for a given field
has been agreed, and an SMR has taken the decision to adopt it, the process
of adopting the new list can be highly complex. The SMR has probably been
using a different list with varying degrees of overlap with the new list,
and may have thousands of records so classified. Migration therefore
involves a number of stages with many pitfalls:
- Adding the new terms to the look-up tables
- Deciding how all existing used terms should be mapped onto new terms
- Changing all existing records to use the appropriate new term
- Removing old terms from the look-up tables
- Deciding how to deal with existing terms that do not readily map onto the
new list

This process then has to be repeated for each new field/list.

Of course this can all be done 'manually' by a system administrator, with
judicious use of update queries etc. However this can be very time-consuming
and there are lots of opportunities to wreak havoc with your data.

What we have suggested is that a generic application could be developed to
help out with this process. It could be a 'bolt-on' to HBSMR, perhaps
accessed from the Admin Functions menu.

This could work for any field where a new list had been agreed - you would
select which one at the time you ran it. The programme would then present a
list of your currently used values, and show the list of new terms. There
would be a mechanism to allow you to map each old term onto a new term, or
to specify that a term could not be mapped. In the latter case, there might
be various options for what to do - you could either opt to include this
term in your new list if you really need it (perhaps this should then be
submitted to whoever is overseeing the list?) or you could just retain it as
a non-current term then go back and edit these manually later. This could be
decided if we go ahead and develop something.

Anyway, once you were happy with the matching of existing terms to new ones,
you would hit Process... and all your records would automatically be
updated, and your look-up table would automatically be filled with the new
list (plus any outstanding terms as mentioned above).

Using something like this it would save huge amounts of time and hassle,
particularly when totted up across all HBSMR sites. This might also be a
much-needed incentive to adopt the new standards, because having to do it
manually might be so daunting/risky/time-consuming that many SMRs simply
wouldn't bother.

Hope this helps, and over to you...

Best wishes

Crispin



~~~~~~~~~~~~~~~~~~~~~
Crispin Flower
exeGesIS SDM Ltd.
Great House Barn
Talgarth
Powys
LD3 0AH
Tel: 01874 712145/711145
Fax: 01874 711156
email: [log in to unmask]
URL: www.esdm.co.uk
~~~~~~~~~~~~~~~~~~~~~





-----Original Message-----
From: Paul Gilman AAG Manager ES [mailto:[log in to unmask]]
Sent: 04 February 2002 14:44
To: [log in to unmask]
Subject: Re: ALGAO Terminology Lists -reaction wanted! -Reply



Jason, Here is my original e-mail again - you responded to item 1 but not to
item 2,

Dear all,
Further to the recent emails from Nigel Pratt regarding these lists, and one
earlier from Veronica Fiorato about consultation types, we have been asking
whether these can be built into the forthcoming release of Exegesis.
However, although this can be done for new installations, it cannot be done
so easily for existing installations as these are likely to be using their
own lists already and these SMRs would have to implement the lists manually
if they wanted to use them. I discussed the issue with Crispin Flower who
suggests it might be possible for Exegesis to create a tool to help users in
the mapping of terms in old lists to those in new lists, and enable much of
the work to be done automatically. This would be potentially of great value
if it could be made generic and help us to implement agreed standards. It
strikes me there are two issues:

1) Is the user community willing to run with the ALGAO lists as currently
drafted or is more work needed to ensure they meet user needs;

2) Is there interest in asking Exegesis to consider developing a generic
application to help users migration their systems to agreed data standards -
there would be a cost implication here but perhaps English Heritage might
consider helping here, as this would clearly be of benefit in implementing
standards,

Paul


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