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best way to archive records?

 
 
Kathy R.
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      11th Feb 2010
I am creating a membership database for a church. Individual
information is in three basic tables:

tblFamily
FamLastName (for entire family)
Address

tblIndividual
FirstName
MiddleName
LastName (takes care of hyphenated married names, or different names for
children, etc.)
BirthDate
MarriageDate

tblMembership
JoinDate
JoinManner
TerminationDate
TerminationManner
and more...

Once a person leaves the membership of the church I need to "archive"
the information. It needs to be kept for our permanent records. What
is the best way to do this? My two thoughts would be:

1) set up duplicate tables and move the "archive" information to it

or

2) Create an active/not active field in the tblIndividual and keep all
the information, both active and archived in the original set of tables.

Is one way or the other better or more efficient? Is there some other
way that I haven't thought of that would work better?

Thank you for your help and input!

Kathy R.
 
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Jeff Boyce
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      11th Feb 2010
My preference is to add a TerminationDate field. That way, I don't have to
find other tables or other databases to pull up historical information.

By the way, your tblMembership doesn't appear to include "members". Do your
"and more..." fields include either a [FamilyID] foreign key or a
[IndividualID] foreign key?

Regards

Jeff Boyce
Microsoft Access MVP

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"Kathy R." <(E-Mail Removed)> wrote in message
news:nPVcn.71287$s%.(E-Mail Removed)...
>I am creating a membership database for a church. Individual information
>is in three basic tables:
>
> tblFamily
> FamLastName (for entire family)
> Address
>
> tblIndividual
> FirstName
> MiddleName
> LastName (takes care of hyphenated married names, or different names for
> children, etc.)
> BirthDate
> MarriageDate
>
> tblMembership
> JoinDate
> JoinManner
> TerminationDate
> TerminationManner
> and more...
>
> Once a person leaves the membership of the church I need to "archive" the
> information. It needs to be kept for our permanent records. What is the
> best way to do this? My two thoughts would be:
>
> 1) set up duplicate tables and move the "archive" information to it
>
> or
>
> 2) Create an active/not active field in the tblIndividual and keep all the
> information, both active and archived in the original set of tables.
>
> Is one way or the other better or more efficient? Is there some other way
> that I haven't thought of that would work better?
>
> Thank you for your help and input!
>
> Kathy R.



 
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Jerry Whittle
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      11th Feb 2010
2. However I like Jeff's idea of making it a Date field as that would answer
two question: If they are inactive and when did that happen.

1. That's almost always a bad idea including moving the records to another
database.

If you change the table structure of the 'active' table, but forget to do
the 'inactive' table, the records might not move correctly.

Speaking of moving, it becomes a 2 step process of appending to the inactive
table then deleting from the active. If someone becomes active again, you
have to do things in reverse.

If you need membership info from both tables, you'll need a Union query
which are somewhat cumbersome and slow.
--
Jerry Whittle, Microsoft Access MVP
Light. Strong. Cheap. Pick two. Keith Bontrager - Bicycle Builder.


"Kathy R." wrote:

> I am creating a membership database for a church. Individual
> information is in three basic tables:
>
> tblFamily
> FamLastName (for entire family)
> Address
>
> tblIndividual
> FirstName
> MiddleName
> LastName (takes care of hyphenated married names, or different names for
> children, etc.)
> BirthDate
> MarriageDate
>
> tblMembership
> JoinDate
> JoinManner
> TerminationDate
> TerminationManner
> and more...
>
> Once a person leaves the membership of the church I need to "archive"
> the information. It needs to be kept for our permanent records. What
> is the best way to do this? My two thoughts would be:
>
> 1) set up duplicate tables and move the "archive" information to it
>
> or
>
> 2) Create an active/not active field in the tblIndividual and keep all
> the information, both active and archived in the original set of tables.
>
> Is one way or the other better or more efficient? Is there some other
> way that I haven't thought of that would work better?
>
> Thank you for your help and input!
>
> Kathy R.
> .
>

 
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Kathy R.
Guest
Posts: n/a
 
      16th Feb 2010
Thank you gentlemen! Sometimes the best answer is staring you (or me)
right in the face. I already have the "TerminationDate" in the
membership table so I can use that to show whether they are active/inactive.

And yes, Jeff, the "and more" includes foreign keys for both the
FamilyID and the IndividualID. Thanks for checking though. As I said,
sometimes it's the simplest things that I miss.

Kathy R.

Kathy R. wrote:
> I am creating a membership database for a church. Individual
> information is in three basic tables:
>
> tblFamily
> FamLastName (for entire family)
> Address
>
> tblIndividual
> FirstName
> MiddleName
> LastName (takes care of hyphenated married names, or different names for
> children, etc.)
> BirthDate
> MarriageDate
>
> tblMembership
> JoinDate
> JoinManner
> TerminationDate
> TerminationManner
> and more...
>
> Once a person leaves the membership of the church I need to "archive"
> the information. It needs to be kept for our permanent records. What
> is the best way to do this? My two thoughts would be:
>
> 1) set up duplicate tables and move the "archive" information to it
>
> or
>
> 2) Create an active/not active field in the tblIndividual and keep all
> the information, both active and archived in the original set of tables.
>
> Is one way or the other better or more efficient? Is there some other
> way that I haven't thought of that would work better?
>
> Thank you for your help and input!
>
> Kathy R.

 
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