Using a Cross-Reference File - trillium_discovery - trillium_quality - 17.2

To create a cross-reference file

1. Create an external cross-reference file with a text editor, using the following guidelines:
   • The file must be sorted by window key.
   • It can be fixed length or delimited, but all the window key values must be padded with trailing spaces, so that they are exactly equal to the length of the window key attribute.

   The cross-reference file for Window Key 01 example above would look like the following:

   AR578SL

   BS419BE

   TS224LF

2. Create a schema file that corresponds to the cross-reference file. The schema must use the same name for the window key attribute as is used by the Relationship Linker or Reference Matcher. (Default : Window_Key_01)

   After you create the cross-reference file, specify the settings and run the Relationship Linker or Reference Matcher process.

To specify the cross-reference file

1. From the Navigation or Project View, right-click the Relationship Linker or Reference Matcher process and select Edit Process. The editing window displays.
2. Click the Process tab.
3. Click Advanced and select the Window Sizing tab.
4. Select Look up key in cross-reference file, and if found append attribute to key.
5. Click Upload next to Table containing list of window keys to split. A file selection window opens.
6. Navigate to and select the file and Files of type of the cross-reference table and click Open. The file name and its directory path display in the Table containing list of window keys to split field.
7. Click Upload next to Schema for this table. A file selection window opens.
8. Navigate to and select the file and Files of type of the schema file for the cross-reference file and click Open. The file name and its directory path display in the Schema for this table field.
9. In the Attribute to use to make window key more granular, click the drop-down list and select the attribute that contains a data element you want to use as the tiebreaker or secondary window key.

   This attribute should have an element that distinguishes rows within the given window key. The Relationship Linker or Reference Matcher will append the value contained in this attribute to the window key at processing time and make the window key more unique. For example, if the specified attribute is Date_of_Birth, it will append the value contained in Date_of_Birth to the window keys listed in the cross-reference file.

   Example

   Window_Key_01	Date_of_Birth	window key at processing
   AR578SL	04161960	AR578SL04161960
   BS419BE	06241951	BS419BE06241951
   TS224LF	03171985	TS224LF03171984

10. (Optional) Click the Delimiter drop-down list and select the delimiter used in the table file.
11. Click Back.
12. Click Finish.

    Before running the Relationship Linker, you must rerun the Sort for Linking process to avoid splitting rows between windows.

To re-run the Relationship Linker or Reference Matcher process

1. Sort the Relationship Linker or Reference Matcher input using the primary window key and secondary window key.

   Example

   If your primary window key is WINDOW_KEY_01 and you specify DATE_OF_BIRTH for the secondary window key values, you will need to add that as the second attribute in the Sort directly following the window key attribute.

   • Original sort - WINDOW_KEY_01 
   • New sort - WINDOW_KEY_01,DATE_OF_BIRTH
2. After you rerun the Sort for Linking, run the Relationship Linker or Reference Matcher process.