Advancement Data Collection

The Advancement Data Collection is a subset of the University Data Warehouse containing data from the Development and Alumni Relations Atlas system.

Tables and Data Elements

Tables are listed in alphabetical order. Select Table to obtain the explantion, common uses, primary keys, indexed data elements, and related tables for a table. Select Elements to obtain the definition, list of values, formats, and not null values for each data element in the table. A description of table and data element terminology is in the document What the Warehouse Contains.

Looking for a specific element or caution? Try the searching the collection documentation for particular keywords (search page will open in a new tab).

PS_ADDRESSES_MV
Table    Elements		 PS_UP_PLG_SCHD_DTL
Table    Elements
PS_AV_CNST_TYP_TBL
Table    Elements		 PS_UP_PLG_SCHD_HDR
Table    Elements
PS_AV_INVLV_TBL
Table    Elements		 PS_UP_SALUTATIONS_MV
Table    Elements
PS_AV_PLDG_SCHD
Table    Elements		 PS_URL_ADDRESSES
Table    Elements
PS_AV_RELATE_E
Table    Elements		 WHSE_ADDRESSES_MV
Table    Elements
PS_AV_RELATE_PE
Table    Elements		 WHSE_CAMP_DETAIL_MV
Table    Elements
PS_AV_SRVC_IND_ORG
Table    Elements		 WHSE_CAMPAIGN_INTV_MV
Table    Elements
PS_EMAIL_ADDRESSES
Table    Elements		 WHSE_CONSTITUENTS
Table    Elements
PS_EXT_DEGREE
Table    Elements		 WHSE_DESIGNATION
Table    Elements
PS_EXT_ORG_TBL
Table    Elements		 WHSE_DONOR_SUMMARY_MV
Table    Elements
PS_EXT_ORG_TBL_MV
Table    Elements		 WHSE_GIFT_DETAIL
Table    Elements
PS_NAMES_MV
Table    Elements		 WHSE_GIFT_DETAIL_BEN_MV
Table    Elements
PS_ORG_CONTACT
Table    Elements		 WHSE_GIFT_DETAIL_BEN_YTD_MV
Table    Elements
PS_ORG_LOC_PHONES
Table    Elements		 WHSE_GIFT_DETAIL_YTD_MV
Table    Elements
PS_ORG_LOCATION
Table    Elements		 WHSE_GIFT_SUMMARY
Table    Elements
PS_PERSONAL_PHONE
Table    Elements		 WHSE_GIVING_FREQUENCY
Table    Elements
PS_PRIORWORK_EXPER
Table    Elements		 WHSE_HARD_CREDIT
Table    Elements
PS_RELATIONSHIPS_MV
Table    Elements		 WHSE_LIFE_GIFT_SUMMARY_MV
Table    Elements
PS_SRVC_IND_CD_TBL_MV
Table    Elements		 WHSE_OPEN_PLEDGES_SUMMARY
Table    Elements
PS_SRVC_IND_DATA
Table    Elements		 WHSE_PLEDGE_DISCOUNT_MV
Table    Elements
PS_UP_ACADEMIC_DTA_MV
Table    Elements		 WHSE_REGIONS
Table    Elements
PS_UP_ACADEMIC_MAJ_MV
Table    Elements		 WHSE_SOFT_CREDIT
Table    Elements
PS_UP_ACCOUNT_INTV_MV
Table    Elements		 WHSE_TRANSACTION_DETAIL
Table    Elements
PS_UP_CONTACT_EXCL
Table    Elements		 WHSE_TRIBUTE_ALL
Table    Elements
PS_UP_DECEDENT_DTA
Table    Elements		 WHSE_TRIBUTE_MV
Table    Elements
PS_UP_DONR_RECOG
Table    Elements		  

The Advancement Data Collection refreshes Monday through Saturday nights starting around 7:00 P.M. Contingent on the daily gifts post to the BEN Financials General Ledger, the refresh typically finishes in 3 hours. On Sundays, the refresh starts at 4:00 P.M.

Do Not run queries or reports during the time of the refresh as data may be incomplete. Users can refer to the load status page to find the latest status of specific refresh jobs.

The collection is typically NOT available during the hours:

  • 7:00 P.M. EST through 10:00 P.M. EST Monday through Saturday
  • 4:00 7:00 P.M. EST through 7:00 P.M. EST on Sundays

The Advancement Data Collection is described in the following diagrams. Each diagram illustrates the architiecture of a specific segment of the data collection and identifies the join criteria between tables.

  • The PEOPLE diagram provides access to the core warehouse tables for reporting on individual constituents -- alumni, students, parents, and friends of Penn.
  • The ORG diagram presents the tables used for reporting organization specific data.
  • The GIFTS - DETAIL diagram presents the tables designed to present detail information about gifts and pledges to Penn.
  • The GIFTS-SUMMARY diagram presents the tables designed for analyzing donors' gift histories and other trends over time.

You may register for Atlas training and Atlas Reports training at Workday Learning. Courses available include:

  • Atlas Navigation and Inquiry for New Users- DAR
  • Atlas Reports - DAR

Specialized Data training for this collection is offered on an ad hoc basis -- please contact Enterprise Information & Analytics for assistance with specific training questions. You can also refer to the table and element documentation for information and cautions about specific data.

Individuals who desire access to the Advancement data collection must complete the Advancement Data Access Request eForm and obtain supervisor, school access administrator and Developement and Alumni Relations (DAR) approval.

In general, users of the Advancement Collection will need training on the vocabulary and concepts used in Atlas. You may register for Atlas training through Penn Knowledge Link. You should register for:

  • Atlas Navigation and Inquiry for New Users- DAR
  • Atlas Reports - DAR

Releasing Data Outside the University
Be cautious about releasing Advancement data outside the University. If you do not customarily release data outside Penn, and you receive a request for data to be sent outside the University, contact the Office of DAR Data Services at (215) 898-3062.

Releasing Data Within the University
Within the University, Advancement data may be disclosed only if it is needed to do the business of the University, and only to those who need to know the information in order to do their jobs. If you are not sure whether to fulfill a request for Advancement data, call the Office of DAR Data Services at (215) 898-3062

Query Results
If you save your query results in Excel, pdf, or any other local file type, you must see to it that any sensitive data stored on your peronal computer is safeguarded through physical security, access control software, or encryption. When a computer is left signed to an account, it is easy for someone to gain unauthorized access. Either sign off from your account before you leave your computer or restrict access by some other means (physical security or access control software).

For more information on security and privacy, contact the Office of Information Security.

If you have a question or comment about the Advancement data or data documentation, or have a suggestion for revising the documentation, please contact Enterprise Information & Analytics. For documentation published on the Web, please specify the URL for the documentation that needs to be updated.