More information

Research Source

Access Research Source information by using Millennium Explorer Profiles>Prospect>Tracking. Research Source rows display as secondary rows with the Prospect Tracking row to which they are linked.

Research Source is a secondary table that provides the means for an institution to schedule and monitor the progress of the donor research activity that is performed for individual constituents. Each row from this table is attached to the constituent's Tracking row and is displayed following that row.

Most Research offices create a standard set of resources or publications that they want to have examined, in order to evaluate a constituent's potential for becoming a major gift contributor. These might include such resources as the Business Periodicals Index which includes most business publications, or individual indexes such as that for the Wall Street Journal. Also included might be: DIALOG database search results, Lexis-Nexis database search results, Marquis' Who's Who Biographies, or the Biography and Genealogy Master Index.

Each row includes a Resource field which identifies a particular publication, database, or other resource that is to be examined in relationship to the constituent who "owns" the row. In addition to the name of the resource, fields are provided for the volume, issue, and page for the resource (when applicable).

Each row in the Research Sources table will focus on the scheduling of research using one of these resources (or others that the institution chooses). Several date fields allow you to track:

The dates of publication of the resource
The date that the request for research was made
The requested (or actual) date of research completion
The last date that this resource was checked
The date that the row was created in the system
The date of the last edit to this row.

The row also contains the name of the person requesting that the research be performed, a flag to indicate whether or not any information was found during the research, and another flag indicating that research has begun (even if it has not yet been completed).

When the research is performed and information is uncovered about the constituent, it should be entered in the appropriate table and row, depending on the nature of the information. Therefore, if relationship or employment information is found, it should be entered accordingly. Personal information would probably be entered in Basic Data, financial info would probably be entered in that table, and so on. Likewise, if the research uncovers a publication or another kind of media that has a reference to or by the constituent, that information should be entered in the Media table. Note that while both the Media and Research Sources tables may contain information about publications, the Research Sources table is designed to maintain information about the schedule and process of performing research, whereas the Media table is designed to maintain the results of that search, if they pertain to a Media reference.

Notes:

Although the Resource Source is secondary to the Tracking table, a Research Source table can be created if no Tracking table exists.
An Administrator can remove the Research Source table from the Millennium Explorer if not used. See Table Options for more information.
Millennium system administrators or the database administrator can configure audit logging for the Research Sources data table. For more information, see Audit Log.

Research Source Field Descriptions

Research Source data is stored in the research_source table. The following fields are included. The field labels and non-displaying designations that are listed here are those that the system uses by default. If you want to override these default settings, you must customize your display definition.

Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.

Field Name Field Label	Lookup Table	Type SQL/Oracle Length [Default] {Check}	Description
reskey non-displaying	none	numeric/number 13,0	The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system field)
resid non-displaying	none	char 10	This field holds the ID number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (system field)
resdoc non-displaying	none	char 1 ['N']	This field holds a Y/N flag to indicate the existence of a linked document for this row. (system field)
resdate no label	none	datetime/date [getdate()]	The date that this Research Sources row was last updated. This field is automatically entered by the system. (system field)
resuserid no label	none	varchar/varchar2 30 [suser_sname()]	The User ID of the operator that last edited this Research Sources row. It is automatically entered by the system. (system field)
resusergrp non-displaying	none	char 1 ['Z']	This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (system field)
reschecked Checked?	none	char 1 ['N'] {'N' or 'Y']	This field acts as a flag to indicate that the research using this resource has been undertaken, whether or not it has been completed.
rescheckdt Checked Date	none	datetime/date	The date on which this resource was checked for information about the constituent. Note that this need not be the date that research using this resource was completed, as that information should be placed in the rescompdt field.
resinfofnd Info Found?	none	char 1 {'N' or 'Y'}	This field contains a flag to indicate whether or not any information was found when the research was performed on this resource.
resresourc Resource	Resource	char 6 [' ']	The resource that has been, or will be examined for information regarding the current constituent.
resrefdate Reference Date	none	datetime/date	The publication date of the resource that is referenced in this row.
resissue Issue	none	char 10	The issue number of the resource that is referenced in this row.
resvol Volume	none	char 10	The volume number of the resource that is referenced in this row.
respage Page	none	char 10	The page number within the resource that is referenced in this row.
resname (Completed) By	none	char 50	The name of the person assigned to perform the research using this resource.
resreqdate Request date	none	datetime/date	The date on which research was assigned or requested using the resource referenced in this row.
resreqby (Requested) By	none	char 50	The name of the person who requested that this research be performed.
rescompdt Completed date	none	datetime/date	The date on which the research was completed on the resource referenced in this row.
resdonrkey non-displaying	none	numeric/number 13,0	This field holds a copy of the key field from the Tracking row to which this row is attached. (system field)
respoint non-displaying	none	numeric/number 10,0	This system-assigned field is no longer used or supported. (system field)
resfnum non-displaying	none	char 2 ['27'] {'27'}	The file (table) number for the Research Sources table. (system field)
rescrdate non-displaying	none	datetime/date [getdate()]	The date that the row was created. (system field)
rescomm no label	none	varchar/varchar2 4000	A free text Comment that may be entered and displayed with this row only.
ressource Source	Source	char 6 [' ']	The source of this Research Source information.
resdate1	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdate2	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resmny1	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny2	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resnum1	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum2	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resyesno	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reslook1	Research Source Lookup1	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
reslook2	Research Source Lookup2	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
reslook3	Research Source Lookup3	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
restext	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
respend non-displaying	none	char 1 ['N'] {'N' or 'Y'}	This field is a flag to indicate that this data row has linked information in the 'pending' research_source table as a result of data entry by the constituent via the Online Constituent Directory. That linked info is awaiting incorporation into this data row. (system field)
resupkey non-displaying	none	numeric/number 13, 0	This field holds the timekey of the pending data row that may be updated from the research_source_pending table. (system field)
resdate3	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdate4	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdate5	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdate6	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdate7	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdate8	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdate9	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdte10	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdte11	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resdte12	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
resmny3	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny4	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny5	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny6	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny7	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny8	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny9	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny10	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny11	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resmny12	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
resnum3	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum4	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum5	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum6	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum7	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum8	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum9	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum10	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum11	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
resnum12	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
reschk1	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk2	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk3	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk4	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk5	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk6	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk7	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk8	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk9	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
reschk10	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
restxt1	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
restxt2	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
restxt3	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
restxt4	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
restxt5	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
resadesrc non-displaying	ade_source	char 30	If this row is created or updated from data that originally came from the research_source_pending table, then this field will hold information about the data's import source. Data from the Online Constituent Directory will have a source of Online Directory. Data from Soft Edit users will have a source of Soft Edit. Data whose import source is the ADE Import Tool can be assigned a value (other than Online Directory or Soft Edit) from the ade_source lookup table by the user who executes the utility, or the source can be blank.

Indices - Research Source

Index	Primary	Foreign	Unique	Fields	Sort
pk_research_source	Y		Y	reskey	ASC
research02		Y		resid	ASC
research03				resdonrkey	ASC

Top of Page