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Working With the EDM for Sun Master Index

Searching for Object Profiles on the EDM

The following topics provide step-by-step instructions to help you perform the various types of searches available on the EDM. To move from one field to another on the search pages without using the mouse, press the Tab key. Note that the name of the Local ID section is configurable, and might have a different title.

Performing an EUID Lookup on the EDM

To search for an object profile using only an object’s EUID, you need to enter the EUID number in the EUID Search section of the Lookup page. This type of search should result in only one matching profile.

Figure 6 Lookup Page

Figure shows the EUID and Local ID lookup page.

ProcedureTo Perform an EUID Lookup

  1. On the Search page, select app_name Lookup from the Search Types drop-down list (where app_name is the name of the master index application) .

  2. In the Enterprise Unique ID section, enter the object’s EUID.

  3. Click Search or press Enter to initiate the search.

    The View/Edit page appears, displaying detailed information about the object whose EUID you entered.

Performing a Local ID Lookup on the EDM

To search for an object profile by its local ID in a specific system, you need to enter search criteria in the Local ID section of the Lookup page. This type of search should result in only one matching profile. If the Local ID field contains alphabetic characters, the criterion is case-sensitive.

Note –

The name of this section might have been modified for your implementation. See your system administrator for more information.

ProcedureTo Perform a Local ID Lookup

  1. On the Search page, select app_name Lookup from the Search Types drop-down list (where app_name is the name of the master index application)

    The Lookup page appears (see Figure 6).

  2. In the System field, enter the computer system, such as a registration system, for which the object’s local ID is known.

  3. In the Local ID field, enter the object’s unique identification code at the specified system.

    Note –

    If alphabetic characters are entered in this field, the search is case-sensitive. This field name might have been modified for your implementation.

  4. Click Search or press Enter to initiate the search.

    The Search Result page is bypassed, and the View/Edit page appears.

Performing an Alphanumeric Search on the EDM

To perform an alphanumeric search for an object profile, you need to specify identifying information for the object on the Alphanumeric Search page. This type of search might result in several matching profiles.

Note –

Make your search as specific as possible. This type of search does allow wildcard characters; use a percent sign (%) to indicate unknown characters. Any required fields are marked with an asterisk (*). If at least one field in group of fields is required, the fields in that group are marked with a dagger (†). In addition, range searching is supported for any field type that has two fields, one with “From” appended to the name and one with “To” appended to the name (for example, “DOB From” and “DOB To”). If your EDM is set up for range searching, see the system administrator for more information about how it is configured.

Figure 7 Alphanumeric Search Page

Figure shows a sample alphanumeric search page.

ProcedureTo Perform an Alphanumeric Search

  1. On the Search page, select app_name Search from the Search Type drop-down list (where app_name is the name of the master index application).

  2. Select the option button next to Alpha Search.

  3. Enter the search criteria for the object you want to find.

  4. Click Search or press Enter to initiate the search.

    The Search Result page appears with a list of matching profiles. If only one matching profile is returned, the View/Edit page appears.

    Note –

    The system administrator can choose whether to display the EUID field or the local ID and system fields on this page. Any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.

Performing a Phonetic Search on the EDM

To perform a phonetic search for an object profile, you need to specify identifying information for the object on the Phonetic Search page. This search might return several profiles.

Figure 8 Phonetic Search

Figure shows a sample phonetic search page.

ProcedureTo Perform a Phonetic Search

  1. On the Search page, select app_name Search from the Search Type drop-down list (where app_name is the name of the master index application).

  2. Select the option button next to Phonetic Search.

  3. Enter the search criteria for the object you want to find.

    Note –

    Certain combinations of data might be required to perform a phonetic search. See your system administrator for more information. For more information about phonetic searches, see Advanced Search.

  4. Click Search to initiate the search.

    The Search Result page appears with a list of matching profiles. If only one matching profile is found, the results page is bypassed and the View/Edit page appears.

    Note –

    The system administrator can choose whether to display the EUID field or the local ID and system fields on this page. Any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.

Performing a Blocker Search on the EDM

To perform a blocker search for an object profile, you need to specify identifying information for the object on the Blocker Search page. This search might return several profiles.

Figure 9 Blocker Search

Figure shows a sample blocker search page.

ProcedureTo Perform a Blocker Search

  1. On the Search page, select app_name Search from the Search Types drop-down list (where app_name is the name of the master index application).

  2. Select the option button next to Blocker Search.

  3. Enter the search criteria for the object you want to find.

    For more information about criteria combinations for blocker searches, see Advanced Search. See your system administrator if you do not know the criteria combinations defined for the blocker search.

  4. Click Search to initiate the search.

    The Search Result page appears with a list of matching profiles. If only one matching profile is found, the results page is bypassed and the View/Edit page appears.

    Note –

    The system administrator can choose whether to display the EUID field or the local ID and system fields on this page. Any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.

Performing an EUID Comparison Lookup on the EDM

To perform a search by EUID for multiple profiles to compare, you need to specify each EUID on the Comparison Lookup page. You can enter from two to five EUIDs to compare in the search results list, and then select one or two of the resulting profiles to compare information.

Figure 10 Comparison Lookup Page

Figure shows the comparison lookup page, where you can enter multiple EUIDs for a search.

ProcedureTo Perform an EUID Comparison Lookup

  1. On the Search page, select Comparison Lookup from the Search Types drop-down list.

  2. Enter at least two, and up to five, EUIDs.

  3. Click Search or press Enter to initiate the search.

    The Search Result page appears with a list of matching profiles. To learn how to compare profiles, see Comparing Object Information on the EDM.

Working with Search Results on the EDM

The following topics describe the Search Result page, how to sort and select the profiles that match the searches you perform, and how to print a search result report. The criteria that you entered for a search appear above the results list table on the result page.

Viewing the Results of a Search

The matching profiles that result from an object search appear in table format on the Search Result page. The table displays a limited number of fields contained in the SBR of the object profile.

Figure 11 Search Results List

Figure shows the search results page.

ProcedureTo View the Profiles on the Search Result Page

  1. Perform a search for the object whose profile you want to access.

    If more than one record matches the criteria, the Search Result page appears.

  2. In the results list, view the information presented for each returned profile to determine which profile you want to view.

  3. If an address or telephone number field is included in the results list and contains an ellipsis (“...”), you can click the ellipsis to view additional address or telephone information, as shown in Figure 12 and Figure 13.

    Figure 12 Address Information Page

    Figure shows the popup window that displays complete address information for a resulting profile from a search.

    Figure 13 Telephone Information Page

    Figure shows the popup window that displays complete telephone information for a resulting profile from a search.

  4. When you are finished viewing the additional address or telephone information, click Close.

  5. To view the following page of search results, click Next>.

  6. To return to the previous page of results, click <Previous.

  7. To select a profile to display on the View/Edit page, click the EUID of that profile.

  8. To perform a new search, click New Search in the upper portion of the page.

  9. To view and print the results in a report, click Print Report.

Sorting the Results of Your Search

The matching profiles that result from an object search appear in table format on the Search Result page. By default, the results are sorted by EUID, but you can sort the results by any column in the table.

ProcedureTo Sort the Profiles on the Search Result Page

  1. Perform a search for the object whose profile you want to access.

  2. In the results list that appears on the Search Result page, click the column heading of the column by which you want to sort the results.

    Note –

    Clicking a heading once sorts the profiles in ascending order; clicking the heading a second time sorts the profiles in descending order.

Selecting a Profile from the Results List

From the search results list, you can select one object profile in order to view detailed information for that profile or you can select two object profiles to compare the information in both profiles. You can also select one object profile to compare different components of that profile.

ProcedureTo Select a Profile to View

  1. Perform a search for the object profiles you want to view.

  2. To view detailed information for one object profile, click the EUID of that profile.

    The View/Edit page appears, displaying the parent object for that profile.

  3. To compare two object profiles, select the check boxes to the left of each profile you want to compare, and then click Compare Records.

    The Comparison page appears, displaying a side-by-side comparison of the two profiles.

  4. To compare different components of one object profile, select the check box to the left of the profile you want to view, and then click Compare Records.

    The Comparison page appears, displaying a side-by-side comparison of two instances of the same object profile.

    Note –

    Once a comparison check box is selected in the search results list, it remains checked until you clear it. If you return to the Search Result page from the Comparison page, clear the selected check boxes before making another selection.

Creating and Printing a Search Result Report

You can create a report displaying all results of a search, and then print that report to a designated printer.

ProcedureTo Create and Print a Search Result Report

  1. Perform a search for the object profiles you want to view.

    Note –

    You cannot print a search result report for a search that results in only one matching profile since the Results page does not appear in that case; the View/Edit page appears instead.

  2. In the upper right portion of the Search Result page, click Print Report.

    The Search Result Report page appears (see Figure 14).

    Figure 14 Search Result Report Page

    Figure shows a sample search result report.

  3. To print the report, click Print, and then select a printer from the Print dialog box.

    Note –

    This reporting capability is provided on all search result pages.