kendall7e_ch15 designing accurate

Upload: meynard-baptista

Post on 14-Apr-2018

214 views

Category:

Documents


0 download

TRANSCRIPT

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    1/65

    Designing Accurate

    Data Entry Procedures

    Systems Analysis and Design, 7eKendall & Kendall

    15

    2008 Pearson Prentice Hall

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    2/65

    Kendall & Kendall 15-2

    Learning Objectives

    Understand the uses of effective coding tosupport users in accomplishing their tasks

    Design effective and efficient data captureapproaches for people and systems Recognize how to ensure data quality

    through validation

    Articulate accuracy advantages of userinput on ecommerce Web sites

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    3/65

    Kendall & Kendall 15-3

    Accurate Data-Entry Objectives

    Effective coding

    Efficient data capture

    Effective data capture

    Assuring data quality through validation

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    4/65

    Kendall & Kendall 15-4

    Major Topics

    Effective coding

    Types of codes

    Guidelines for coding

    Validation methods

    Check digits Ecommerce accuracy

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    5/65

    Kendall & Kendall 15-5

    Effective Coding

    Data that are coded require less time toenter

    Coding helps to reduce the number ofitems entered

    Coding can help in sorting of data

    during the data transformation process Coded data can save valuable memoryand storage space

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    6/65

    Kendall & Kendall 15-6

    Human Purposes for Coding

    Keeps track of something

    Classifies information

    Conceals information

    Reveals information

    Requests appropriate action

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    7/65

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    8/65Kendall & Kendall 15-8

    Simple Sequence Codes

    A number that is assigned to somethingif it needs to be numbered

    No relation to the data itselfFigure 15.1 Using a simple sequence code

    to indicate the sequence in which orders

    enter a custom furniture shop

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    9/65Kendall & Kendall 15-9

    Simple Sequence Codes

    (Advantages) Eliminates the possibility of assigning

    the same number

    It gives users an approximation of whenthe order was received

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    10/65Kendall & Kendall 15-10

    Simple Sequence Codes

    (Disadvantages) When you do not wish to have someone

    read the code to figure out how many

    numbers have been assigned When a more complex code is desirable

    to avoid a costly mistake

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    11/65Kendall & Kendall 15-11

    Alphabetic Derivation Codes

    A commonly used approach inidentifying an account number

    Figure 15.2 Identifying the account of a magazine

    subscriber with an alphabetic derivation code

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    12/65Kendall & Kendall 15-12

    Alphabetic Derivation Codes

    (Disadvantages) When the alphabetic portion is small or

    when the name contains fewer

    consonants than the code requires Names like ROE - become RXX

    Some of the data may change

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    13/65Kendall & Kendall 15-13

    Classification Information

    Affords the ability to distinguishbetween classes of items

    Must be mutually exclusive

    Classification codes

    Block sequence codes

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    14/65Kendall & Kendall 15-14

    Classification Codes

    Used to distinguish one group of datawith special characteristics from another

    Can consist of either a single letter or anumber

    A shorthand way of describing a

    person, place, thing, or event Listed in manuals or posted so thatusers can locate them easily

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    15/65

    Kendall & Kendall 15-15

    Classification Codes

    Use a single letter for a code

    Figure 15.3 Grouping tax-deductible items

    through the use of a one-letter classification

    code

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    16/65

    Kendall & Kendall 15-16

    Block Sequence Codes

    An extension of the sequence code

    Data are grouped according to commoncharacteristics

    Simplicity of assigning the nextavailable number (within the block) to

    the next item needing identification

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    17/65

    Kendall & Kendall 15-17

    Figure 15.5 Using a block sequence codeto group similar software packages

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    18/65

    Kendall & Kendall 15-18

    Concealing Information

    Codes may be used to conceal ordisguise information

    Cipher Codes

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    19/65

    Kendall & Kendall 15-19

    Cipher Codes

    The direct substitution of one letter foranother, one number for another, or

    one letter for a number

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    20/65

    Kendall & Kendall 15-20

    Figure 15.6 Encoding markdown prices with a ciphercode is a way of concealing price information fromcustomers

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    21/65

    Kendall & Kendall 15-21

    Revealing Information

    Sometimes it is desirable to revealinformation to specific users through a

    code Makes the data entry more meaningful

    for humans

    Significant-Digit subset codes Mnemonic codes

    Unicode

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    22/65

    Kendall & Kendall 15-22

    Significant-Digit Subset Codes

    Used to help describe a product byvirtue of its membership in many

    subgroups Possible to locate items that belong to a

    certain group or class

    Inquiries may be performed on aportion of the code

    Useful for a marketing product

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    23/65

    Kendall & Kendall 15-23

    Figure 15.7 Using a significant-digit subset code helpsemployees locate items belonging to a particulardepartment

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    24/65

    Kendall & Kendall 15-24

    Mnemonic Codes

    A mnemonic (pronounced n-mn'-k) is ahuman memory aid

    Any code that helps the data-entry personremember how to enter the data or the userremember how to use the information is amnemonic

    Using a combination of letters and symbolsaffords a clear way to code a product so thatthe code is easily seen and understood

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    25/65

    Kendall & Kendall 15-25

    Figure 15.8 Mnemonic codes function asmemory aids by using a meaningful combination

    of letters and numbers

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    26/65

    Kendall & Kendall 15-26

    Unicode

    Includes all standard language symbols

    Has room for 65,535 characters

    The full set of Unicode characters aregrouped by language and may be foundat www.unicode.org

    http://www.unicode.org/http://www.unicode.org/
  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    27/65

    Kendall & Kendall 15-27

    Requesting Appropriate Action

    Instruct either the computer or thedecision maker about what action to

    take Function codes

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    28/65

    Kendall & Kendall 15-28

    Function Codes

    Short numeric or alphanumeric codesused to spell out precisely what

    activities are to be accomplished

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    29/65

    Kendall & Kendall 15-29

    Figure 15.9 Function codes compactly capturefunctions that the computer must perform

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    30/65

    Kendall & Kendall 15-30

    General Guidelines for Coding

    Be concise

    Keep the codes stable

    Ensure that codes are unique Allow codes to be sortable

    Avoid confusing codes

    Keep the codes uniform Allow for modification of codes

    Make codes meaningful

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    31/65

    Kendall & Kendall 15-31

    Be Concise

    Overly long codes mean more keystrokes andconsequently more errors

    Long codes also mean that storing theinformation in a database will require morememory

    Short codes are easier for people to

    remember and easier to enter If codes must be long, they should be brokenup into subcodes

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    32/65

    Kendall & Kendall 15-32

    Keep the Codes Stable

    Stability means that the identificationcode for a customer should not change

    each time new data are received Dont change the codes in a mnemonic

    system

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    33/65

    Kendall & Kendall 15-33

    Ensure That Codes Are Unique

    For codes to work, they must be unique

    Do not assign the same code number or

    name to the same items

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    34/65

    Kendall & Kendall 15-34

    Allow Codes to Be Sortable

    Make sure that users can do what youintend to do with the codes you create

    Numerical codes are much easier to sortthan alphanumeric data

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    35/65

    Kendall & Kendall 15-35

    Avoid Confusing Codes

    Avoid using coding characters that lookor sound alike

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    36/65

    Kendall & Kendall 15-36

    Figure 15.12 Combining look-alikecharacters in codes can result in errors

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    37/65

    Kendall & Kendall 15-37

    Keep the Codes Uniform

    Need to follow readily perceived forms

    Keep codes uniform among as well as

    within programs

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    38/65

    Kendall & Kendall 15-38

    Allow for Modification of Codes

    The system will evolve over time

    The coding system should be able to

    encompass change

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    39/65

    Kendall & Kendall 15-39

    Make Codes Meaningful

    Effective codes contain information

    Should make sense to people using

    them Easier to understand, work with, and

    recall

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    40/65

    Kendall & Kendall 15-40

    Using Codes

    Validation programs

    Report and inquiry programs

    GUI programs

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    41/65

    Kendall & Kendall 15-41

    Effective and Efficient Data

    Capture Deciding what to capture

    Letting the computer do the restAvoiding bottlenecks and extra steps

    Starting with a good form

    Choosing a data-entry method

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    42/65

    Kendall & Kendall 15-42

    Deciding What to Capture

    Data that change or vary with everytransaction

    Data that concisely differentiate theparticular item being processed from allother items

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    43/65

    Kendall & Kendall 15-43

    Letting the Computer Do the Rest

    Recording the time of the transaction

    Calculating new values from input

    Storing and retrieving data on demand

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    44/65

    Kendall & Kendall 15-44

    Avoiding Bottlenecks and ExtraSteps

    Data are poured rapidly into the wide mouthof the system only to be slowed in its neck

    because of an artificially created instance ofinsufficient processing for the volume ordetail of the data being entered

    The fewer steps involved in inputting data,

    the fewer chances there are for theintroduction of errors

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    45/65

    Kendall & Kendall 15-45

    Starting with a Good Form

    With effective forms, it is not necessaryto reenter information that the

    computer has already stored, or datasuch as time or date of entry that thecomputer can determine automatically

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    46/65

    Kendall & Kendall 15-46

    Choosing a Data-Entry Method

    Keyboards

    Optical character recognition

    Magnetic ink character recognition

    Mark-sense forms

    Bar codes

    RFID

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    47/65

    Kendall & Kendall 15-47

    Keyboards

    Special function keys to open programs

    Keys used to scroll and explore the Web

    Keys that can be programmed withmacros to reduce the number ofkeystrokes required

    Ergonomic keyboards and infrared orBluetooth-enabled keyboards

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    48/65

    Kendall & Kendall 15-48

    Optical Character Recognition

    Increased speed

    Eliminates many of the time-consuming and

    error-fraught steps of other input devices Decentralizes responsibility for quality data

    directly to the unit that is generating it

    The transformation of faxes into documentsthat can be edited

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    49/65

    Kendall & Kendall 15-49

    Magnetic Ink CharacterRecognition

    A reliable and high-speed method that is notsusceptible to accepting stray marks

    If it is required on all withdrawal checks, itserves as a security measure against badchecks

    Data entry personnel can see the numbers

    making up the code if it is necessary to verifyit

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    50/65

    Kendall & Kendall 15-50

    Mark-Sense Forms

    Little training of entry personnel is necessary

    A high volume of forms can be processedquickly

    Stray marks on form can be entered asincorrect data

    Choices are limited to the answers provided

    Difficulty in capturing alphanumeric data Easy to get confused and put a mark in an

    incorrect position

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    51/65

    Kendall & Kendall 15-51

    Bar Codes

    Affords a high degree of accuracy fordata entry

    Saves labor costsAllows the automatic capturing of data

    Tracking of credit card purchases

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    52/65

    Kendall & Kendall 15-52

    Figure 15.17 Bar coding, as shown on this label for groceryproduct, affords highly accurate data entry. Used with thepermission of the Uniform Code Council, Dayton, Ohio

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    53/65

    Kendall & Kendall 15-53

    RFID

    Allows the automatic collection of datausing RFID tags that contain a chip and

    an antenna Passive RFID tags

    Active RFID tags

    Privacy is a concern

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    54/65

    Kendall & Kendall 15-54

    Ensuring Data Quality throughInput Validation

    The critical importance of catchingerrors during input, prior to processing

    and storage cannot be overemphasized Potential problems

    Validating input transactions

    Validating input data

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    55/65

    Kendall & Kendall 15-55

    Figure 15.18 Validating input is important toensure that most potential problems with dataare eliminated early

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    56/65

    Kendall & Kendall 15-56

    Validating Input Transactions

    Submitting the wrong data

    Submitting of data by an unauthorized

    personAsking the system to perform an

    unacceptable function

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    57/65

    Kendall & Kendall 15-57

    Validating Input Data

    Test for missing data

    Test for correct field length

    Test for class or composition Test for range or reasonableness

    Test for invalid values

    Cross-reference checks Test for comparison with stored data

    Setting up self-validating codes (check digit)

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    58/65

    Kendall & Kendall 15-58

    Figure 15.19 Steps in converting a five-digitnumber to a six-digit number containing a checkdigit

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    59/65

    Kendall & Kendall 15-59

    The Process of Validation

    Check first for missing data

    Check the syntax

    Check the semantics

    GUI screens can help to reduce thenumber of human input errors when

    they incorporate radio buttons, checkboxes and drop-down lists

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    60/65

    Kendall & Kendall 15-60

    The Process of Validation(Continued)

    Regular expressions

    Validating XML documents

    DTD

    Schema

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    61/65

    Kendall & Kendall 15-61

    Figure 15.22 These characters are usedin regular expression (pattern) validation

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    62/65

    Kendall & Kendall 15-62

    Accuracy Advantages inEcommerce Environments

    Customers generally key or enter datathemselves

    Data entered by customers are stored forlater use

    Data entered at the point of sale are reusedthroughout the entire order fulfillment

    process Information is used as feedback to customers

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    63/65

    Kendall & Kendall 15-63

    Summary

    Quality of data

    Effective coding

    Effective and efficient data capture

    Validation of data

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    64/65

    Kendall & Kendall 15-64

    Summary (Continued)

    Coding Sequence codes

    Alphabetic derivation codes

    Classification codes

    Block sequence codes

    Cipher codes

    Significant-digit subset codes

    Mnemonic codes

    Uniform character set

    Function codes

  • 7/30/2019 Kendall7e_ch15 Designing Accurate

    65/65

    Summary (Continued)

    Input devices Keyboards OCR

    MICR Mark-sense forms Bar codes

    Input validation

    Input transaction Input data

    Ecommerce