Coalesce records on a normal value

Coalescence enables an administrator to redirect references to multiple records containing variants of the same field value to point to a single record, based on a normal value.

About this task

An example of this is the Company table that might have multiple variants of a company name, such as Hewlett-Packard, Hewlett-Packard, Inc., Hewlett-Packard Incorporated, HP, and so on. Potentially, thousands of records might reference each of these duplicate company records. Using the variants of the Hewlett-Packard name as aliases, coalescence unifies all these references into a single record that normalizes the Name field in the Company record to a normal value such as HP.
Note: Coalescing normal values changes the record values permanently. If a rollback is performed, records will be returned to the table, but the normalized values will not be rolled back to the original variants.

Procedure

  1. In a normalization record, select the Coalesce each normal check box.

    This applies coalescence to each normal value in the record.

  2. Create a normal value for this field, including aliases.

    An additional field called Coalesce to appears on the Normal Value form.

  3. Click the magnifier icon in this field and select the specific record from the table (containing this normal value) to which all references should be coalesced.
    Normalization coalesce
  4. Update the record.
    Normalization coalesce
  5. Start all the Alias application data jobs to replace the aliases with the normal value in existing records in the database.

    After these jobs have completed, the Coalesce to normal data jobs start automatically for each alias. These jobs redirect all references to normalized records to the selected coalesce record and remove all duplicate records from the database.