Variations in spelling of first name - database

As part of a contact management system I have a large database of names. People frequently edit this and as a result we run into issues of the same person existing in different forms (John Smith and Jonathan Smith). I looked into word similarity but it's easy to think of name variations which are not similar at all (Richard vs Dick). I was wondering if there was a list of common English first name variations that I could use to detect and correct such errors.

I would crawl all wikipedia pages (there is an available dump of wikipedia data) on people names, e.g., http://en.wikipedia.org/wiki/Teresa (from http://en.wikipedia.org/wiki/Category:English_given_names), and create an index that you can use to suggest people correct forms (you will rank them by the number of first name variants in your database). Unfortunately I do not know. such a database.

This thread points to a list of nickname/first name maps from the census:
http://deron.meranda.us/data/nicknames.txt

Related

Is there a Google Apps Script for Fuzzy Lookups?

I have a list of companies on a spreadsheet that is rarely updated. I'll call it List A.
I also have a constantly updating weekly list of companies (List B) that should have entries that match some entries on List A.
The reality is that the data extracted from List B's company names are often inconsistent due to various business abbreviations (e.g. The Company, Company Ltd., Company Accountants Limited). Sometimes, these companies are under different trading names or have various mispellings.
My initial very not intelligent reaction was to construct a table of employer alias names, with the first column being the true employer name and the following columns holding alises, something like this: [https://i.stack.imgur.com/2cmYv.png]
On the left is a sample table, and the far right is a column where I am using the following array formula template:
=ArrayFormula(INDEX(A30:A33,MATCH(1,MMULT(--(B30:E33=H30),TRANSPOSE(COLUMN(B30:E33)^0)),0)))
I realized soon after that I needed to create a new entry for every single exact match variation (Ltd., Ltd, and Limited), so I looked into fuzzy lookups. I was really impressed by Alan's Fuzzy Matching UDFs, but my needs heavily lean towards using Google Spreadsheets rather than VBA.
Sorry for the long post, but I would be grateful if anyone has any good suggestions for fuzzy lookups or can suggest an alternative solution.
The comments weren't exactly what I was looking for, but they did provide some inspiration for me to come up with a bandaid solution.
My original array formula needed exact matches, but the problem was that there were simply too many company suffixes and alternate names, so I looked into fuzzy lookups.
My current answer is to abandon the fuzzy lookup proposal and instead focus on editing the original data string (i.e. company names) into more simplified substring. Grabbing with a few codes floating around, I came up with a combined custom formula that implements two lines for GApps Script:
var companysuffixremoval = str.toString().replace(/limited|ltd|group|holdings|plc|llp|sons|the/ig, "");
var alphanumericalmin = str.replace(/[^A-Za-z0-9]/g,"")
The first line is simply my idea of removing popular company suffixes and the "the" from the string.
The second line is removing all non-alphanumerical characters, as well as any spaces and periods.
This ensure "The First Company Limited." and "First Company Ltd" become "FirstCompany", which should work with returning the same values from the original array formula in the OP. Of course, I also implemented a trimming and cleaning line for any trailing/leading/extra spaces for the initial string, but that's probably unncessary with the second line.
If someone can come up with a better idea, please do tell. As it stands, I'm just tinkering with a script with minimal experience.

What are the arguments against merging contact details into a single field?

We have a customer that insists on putting contact details, at this time first and last names, into a single field. Take, for example, Mr. Bob Smith and Mrs. Jane Smith. Mr. Bob and Mrs. Jane would be entered into the first name field and Smith would be entered into the last name. It gets messier if the contacts have different last names or if there is a hyphenated name. The customer only wants one contact record so they came up with this system and implemented it on their own.
Our system is designed around contacts and each individual person is intended to be an individual contact, even married. Due to some of the attributes we must assign to people and notes we need to keep, a contact-centric approach is best. The above issue occurs in about 1/3 of the cases we handle.
Internally, my team has discussed how to sell the customer on using the database the way it was designed. We listed form letters and contact lists as being the main reasons for keeping the data clean and in the fields we designed. For example, using our recommendation, the customer will have much more granular control over form letter creation and sorting of data.
Any suggestions for how we sell this to the customer?
Tell them what they can get out of your system is only as good as what gets put in. If they want to enter inconsistent data, the cost they'll pay down the line is the inability to generate letters or mailing lists in the future.
They may need to learn this lesson the hard way for themselves. I see more problems with switching the names, for example, entering Smith as the first name and Bob as the last.
Also, can you make both fields required?
It sounds like what they want to enter is similar to AddressLine1, AddressLine2. It's just a poor design, I thought you had 2 name fields but they would only enter data in one of them (the first name).
All you can do it try to help them when they ask for it. They'll get the system they deserve.
Just show your customer the normal forms for database design:
> http://www.phlonx.com/resources/nf3/
Tell him that these normal forms are designed to make the database more manageable over time and make it more flexible.
Can't you just create a view that holds First and Last name together? For some servers you can also create editable views... So your customer will be happy and data will be stored normalized.
I'd try to put it in terms of money and time. You're going to spend more time trying to keep duplicates out of a db with their design, more time building relevant reports or queries (constantly having to parse a block name field... do they want address all in one too?!?), more money to scrub the data (either themselves or someone else) if they ever want to send the data to a third party for analysis and metrics.
It sounds like they don't want to let go of their design, maybe partly because they understand it. You may want to try and meet them halfway somehow at first, and involve them in the process of making incremental improvements to the design. That way they can see and understand the benefits that right now may just be over their head, pushing them out of their comfort zone. They have to trust you with their baby :)
The best argument is that you won't be responsible for the behavior of the database unless they put things where they belong.
If they want to make a single mailing to each "household", then I'm sure your app can do that. (Probably already does.) Y'all just have to come to terms on what "household" means. Since there may be rented rooms or long-term guests, it doesn't always mean "only one mailing piece per address".
FWIW, I've been doing this stuff for decades, and I still find doctors and attorneys (and their staffs) the hardest people to deal with. One time, I walked out of a meeting (and, of course, lost the chance to bid on the contract) when a doctor's IT guy stood up, pounded his fist on the table, and screamed at me over and over, "Doctors are not people! Doctors are not people!".

I need help splitting addresses (number, addition, etc)

Apologies for the fuzzy title...
My problem is this; I have a SQL Server table persons with about 100.000 records. Every person has an address, something like "Nieuwe Prinsengracht 12 - III". The customer now wants to separate the street from the number and addition (so each address becomes two or three fields). The problem is that we can not be sure of the format the current address is in, it could also simply be something like "Velperweg 30".
The only thing we do know about it is that it's a piece of text, followed by a number, possibly followed by some more text (which can contain a number).
A possible solution would be to do this with regexes, but I would much (much, much) rather do this using a query. Is there any way to use regexes in a query? Or do you have any other suggestions how to solve such a problem?
Something like this maybe?
SELECT
substring([address_field], 1, patindex('%[1-9]%', [address_field])-1) as [STREET],
substring([address_field], patindex('%[1-9]%', [address_field]), len([address_field])) as [NUMBER_ADDITON]
FROM
[table]
It relies on the assumption that the [street] field will not contain any numbers, and the [number_addition] field will begin with a number.
SQL Server and T-SQL are rather limited in their processing prowess - if you're really serious about heavy-lifting and regexes etc., you're best bet is probably creating an assembly in C# or VB.NET that does all that tricky Regex business, and then deploying that into SQL-CLR and use the functions in T-SQL.
"Pure" T-SQL cannot really handle much string manipulation beyond SUBSTRING and CHARINDEX - but that's about it.
In answer to your "Is there any way to use regexes in a query?", then yes there is, but it needs a little .NET knowledge. Create a CLR assembly with a user-defined function that does your regex work. Visual Studio 2008 has a template project for this. Deploy it to your SQL server and call it from your query.
Name and Address parsing and standardization is probably one of the most difficult problems we can encounter as programmers for precisely the reasons you've mentioned.
I assume that whoever you work for their main business is not address parsing. My advice is to buy a solution rather than build one of your own.
I am familiar with this company. Your address examples appear to be non US or Canadian so I don't know if their products would be useful, but they may be able to point you to another vendor.
Other than a user of their products I am not affiliated with them in any way.
This sounds like the common "take a piece of complex text that could look like anything and make it look like what we now want it to look like" problem. These tend to be very hard to do using only T-SQL (which does not have native regex functionality). You will probably have to work with complex code outside of the database to solve this problem.
TGnat is correct. Address standardization is complicated.
I've encountered this problem before.
If your customer doesn't want to spring for the custom software, develop a simple GUI that allows a person to take an address and split it manually. You'd delete the address row with the old format and insert the row with the new address format.
It wouldn't take long for typists familiar with your addresses to manually make 100,000 changes. Of course, it's up to the customer if he wants to spend the money on custom software or typists.
But you shouldn't be stuck with the data cleaning bill, either.
I realize that this is an old question, but for future reference, I still decided to add an answer using regex (also so I don't forget it myself). Today, I ran into a similar problem in Excel, in which I had to split the address in street and house number too. In the end, I've copied the column to SublimeText (a shareware text editor), and used a regex to do the job (CTRL-H, enable regex):
FIND: ^('?\d?\d?\d?['-\.a-zA-Z ]*)(\d*).*$
REPLACE FOR THE HOUSE NUMBER: $2
REPLACE FOR THE STREET NAME: $1
Some notes:
Some addresses started with a quote, e.g. 't Hofje, so I needed to add '?
Some addresses contained digits at the start, e.g. 17 Septemberplein or 2e Molendwarsstraat, so I added \d?\d?\d?
Some addresses contained a -, e.g. Willem-Alexanderlaan or a '

First name, middle name, last name. Why not Full Name?

I am trying to find a better approach for storing people's name in the table.
What is the benefits of 3 field over 1 field for storing persons name?
UPDATE
Here is an interesting discussion and resources about storing names and user experience
Merging firstname/last name into one field
You can always construct a full name from its components, but you can't always deconstruct a full name into its components.
Say you want to write an email starting with "Dear Richie" - you can do that trivially if you have a given_name field, but figuring out what someone's given name is from their full name isn't trivial.
You can also trivially search or sort by given_name, or family_name, or whatever.
(Note I'm using given_name, family_name, etc. rather than first_name, last_name, because different cultures put their names in different orders.)
Solving this problem in the general case is hard - here's an article that gives a flavour of how hard it is: Representing People's Names in Dublin Core.
Keep your data as clean as you can!
How?
Ask your user only as few things as you absolutely need at the time you ask.
How you store the name does not matter. What does matter is that
the user experience is as good as can be
you don't have false data in your system
If you annoy the users with mandatory fields to fill in and re-question them several times, they can get upset and not buy into your application right there and then. You want to avoid bad user experiences at all times.
No user cares how easy it is for you to search your database for his middle name. He wants to have a easy, feel good experience, that's it.
What do users do if they are forced to input data like their postal address, or even email address when they only want a "read-only" account with no notifications needed? They put garbage data into your system. This will render your super search and sort algorithms useless anyway.
Thus, my advice would be in any app to gather just as little information from your user as you really need in order to serve them, no more.
If for example you run a online shop for pet food, don't ask your users at sign-up what kind of pets they own. Make it an option for them to fill in once they are logged in and all happy (new customers). Don't ask them their postal address until they order stuff that is actually carried to their house, stuff they pay for and thus care that YOU have their exact coordinates.
This will lead to a lot better data quality and this is what you should care about, not technical details the user has no benefit from....
In your example I would just ask for the full name (not sure though) and once the user willingly subscribes to your newsletter, let the user decide how he/she wants to be addressed...
As others have said, how do you decompose a full name in to its component parts.
Colin Angus Mackay
Jean Michel Jarre
Vincent van Gogh
Pablo Diego José Francisco de Paula Juan Nepomuceno María de los Remedios Cipriano de la Santísima Trinidad Ruiz y Picasso
How do you reliably decompose that lot?
To learn more, see falsehoods programmers believe about names.
I was looking up the Spanish Civil War the other day, and found this exception to most rules:
Francisco Paulino Hermenegildo Teódulo Franco y Bahamonde, Salgado y Pardo de Andrade
Father: Nicolás Franco y Salgado-Araújo
Mother: María del Pilar Bahamonde y Pardo de Andrade
Next time I'm working on a system that has to store names, I'm going to try something radical: designing from the requirements.
What are we going to use the names for?
Name on an address label for the postal service
Greeting on the website
Informal name
Based on what the names will be used for, we'd determine how much information to store. Maybe we allow the user to enter all three of those, including line breaks in the first case (Generalissimo Franco might want his full titles and appointments listed, if he weren't still dead). Maybe we provide First, Middle, Last, Generation as an option, and fill in the rest as defaults. Maybe we offer other common options like Surname, Given Name.
This is in contrast to the old-style First, Middle, Last we've used since before I started programming in COBOL back in 1975, and have "made fit" ever since.
Unfortunately this is kind of like asking what is the best way to store a number in the database. It depends on what you are going to do with it - sometimes you want an int,other times a byte, and sometimes a float. With names it depends on things like what cultures do you expect your users to come from, what you plan on doing with the names (will you be using these names to connect with another system that stores names as "last name, first name"?), and how much you can afford to annoy your users. If this is an internal HR application, you can probably afford to annoy the users a lot, and have a very structured, formal breakdown of name components (there are way more than 3 - don't forget mr/mrs, jr, III, multiple middle names, hyphenated last names, and who knows what else if you are trying to handle names from all cultures). If you have a webapp that users might or might not care about, you can't ask them to care too much.
You may want to search on the 3 separate fields for one and its inexpensive to concatenate for the fullname.
e.g. If you want to search for all the Mr. Nolans your query would be
SELECT Title+' '+FirstName+' '+Surname As FullName
from table where firstname = 'Mr' and surname ='Nolan'
to do this with just the fullnames would be a pain.
I'm English and only have one name. I normally put it in the 'surname' field for least aggravation. I am usually forced to put something in the 'first name' field too, which by definition is wrong.
Any attempt to impose anything more than 'Name' is doomed to be wrong at least some of the time, and sometimes be very frustrating to users. Single names are common in Southern India, Indonesia, and Pakistan (which is hundreds of millions of people) as well as the occaisional weirdo on the UK like me.
The 'first, middle, last' thing is very U.S.-centric. Few other countries think of names that way. Please stop doing it.
Keeping the fields separate allows you to support different output formats and cultures where the family name is written first
Things like ORDER BY firstname or ORDER BY lastname are possible when you break the name up into multiple fields.
Not as easy to do when you mash all names into one field.
About the only thing I can think of is for searching purposes. It's a bit better to search a field using [=] rather than say [like].
If you have no need to display the name as seperate words then go with a single field.
But if you need to do something like [Dear Mr. Achu] then perhaps a 3 field approach would be better.
Most of the time it's there to support writing form letters like, "Mr. so-and-so", or to search/sort by last name which is very common.
Given that first/middle/last may not apply to all cultures, there could be a better approach. It might be better expressed as "informal name" / "formal name" / "legal name" or something like that.
Still, at this point first/middle/last is very common, and from a data entry standpoint it is what everyone expect.
Here's the thing, not even humans can get this right all the time, there's just too much data, and too many special cases. I could change my name right now to be 20 parts, with the middle 13 as my "first" name. Parts of names can contain any number of words, and there can be any number of parts of names. Some people only have 1 name (no surname). Some people have lots of middle names. Some people have first or surnames composed of several words. Some people list their surname first. Some people go by their middle name. Some people go by nicknames that aren't obviously related to their given name.
If you try to guess these conventions in software YOU WILL FAIL. Period. Maybe you'll get it right some of the time, maybe even most of the time, but is even that worth it? In my opinion you should store names as one field and stop trying to be cute by using first names to refer to a person. If you need additional information about a name (e.g. a nickname), ask the user!
Each of the individual names is an atomic piece of data. When they are stored separately then it is easier to print them out in different formats such as Firstname Lastname and Lastname, Firstname.
There is no benefit if you never need to sort or search by first, middle, or last name.
Flexibility.
e.g.
If someone had a double barreled last name and no middle name.
I voted up some of these answers, but if you are looking to avoid repetitive or redundant or messy concatenation in your code, you can always use a computed column in the database or a method in a class which exposes the name consistently reconstructed. If these concatenations are expensive (because you are printing a million statements), you can use a persisted column.
Often you will allow users to specify names like nicknames or friendly names, so that you aren't referring to them by the name in their records or always as Mr. Smith.
It all depends on your requirements. There is no single good answer without the environment it is expected to satisfy.
Not sure how practical it would be, but maybe if cultural sensitivity is important in the context of the application being developed, perhaps a name should be a collection with each element of the collection carrying a value indicating if the name is the addressable "first name" or the addressable "surname" and so on for "title" or anything else that needs to be identified. A name ID could be used to identify the order of the elements for re-composing the full name.
Just have two fields, 'Full Name', and 'Preferred Name' - easy. Supports every name in existance (As long as the language has lexical symbols... So, yes, that excludes languages that do not have a written form).
Just make sure that they are handled in some unicode format, and that application code properly handles unicode conversion.
To me it is simply better to store 3 names so that explicit parsing is necessary later on if the individual components are needed..
You can't always separate surname from full name cleanly and reliably so there's good reason to separate that because you often need surname. After you do that, there are two common approaches:
first_name and middle_name; or
given_names.
(2) is arguably more preferable because people sometimes have more than tow given names and (1) is more inflexible in this regard.
Also, another common field is preferred_name (in addition to the above).
The i18n issue can be a bugger either way. certain cultures use the surname first and the given name last, that strikes the idea of first and last names so we move to fields for surnames and given names. Wait, some cultures don't have a surname or the surname is modified by the gender of the named.
We can get into tribal cultures where the person is renamed on adulthood. "Sitting Bull" childhood name was "Jumping Badger".
This is somewhat of a ramble but what I am showing is that the more fields you have the more accurate the design is. There should be at least a not null 'given name' field and a optional 'surname' field tied to a PK that is an integer. If the aforementioned requirements are observed, fields can be added without issues of breaking queries.
Some of the issues can be solved by also storing an additional column like PreferredName. We do that in our DB and also store prefix column and a suffix column.
e.g
'Prof Henry W Jones Jnr' with preferred name as 'Indiana Jones'.

Is normalizing a person's name going too far?

You usually normalize a database to avoid data redundancy. It's easy to see in a table full of names that there is plenty of redundancy. If your goal is to create a catalog of the names of every person on the planet (good luck), I can see how normalizing names could be beneficial. But in the context of the average business database is it overkill?
(Of course I know you could take anything to an extreme... say if you normalized down to syllables... or even adjacent character pairs. I can't see a benefit in going that far)
Update:
One possible justification for this is a random name generator. That's all I could come up with off the top of my head.
Yes, it's an overkill.
People don't change their names from Bill to Joe all at once.
Database normalization usually refers to normalizing the field, not its content. In other words, you would normalize that there only be one first name field in the database. That is generally worthwhile. However the data content should not be normalized, since it is individual to that person - you are not picking from a list, and you are not changing a list in one place to affect everybody - that would be a bug, not a feature.
How do you normalize a name? Not all names have the same structure. Not all countries or cultures use the same rules for names. A first name is not necessarily just a first name. People have variable numbers of names. Some countries don't have the simple pair of firstname/lastname. What if my first name just so happens to be your last name, should they be considered the same in your database? If not, then you get into the problem that last name might mean different things in different countries. In most countries I know of, it is a family name. Your last name is the same as at least one of your parents' last name. On Iceland, it is your father's first name, followed by "son" or "daughter". So the same last name will mean completely different things depending on whether you encounter it in Iceland and the US.
In some cultures it is common when getting married, for the woman to take her husband's last name. In other cultures, that's completely optional, or might even work the opposite way.
How can you normalize this? What information would it gain you? If you find someone in your database who has "Smith" as the last word making up their name, what does that tell you? It might not be their family name. It might only be part of the family name. It might be an honorary in some language, but which according to their culture, should be considered part of the name.
You can only normalize data if it follows a common structure.
If you had a need to perform queries based on diminutive names I could see a need for normalizing the names. e.g. a search for "Betty" may need to return results for "Betty", "Beth", and "Elizabeth"
Yes, definitely overkill. What's a few dozen bytes betewen friends?
Maybe if you work in the Census office it might make sense. Otherwise, see every other answer :)
I would say yes, it is going too far in 95%+ of the cases.
Yes. I cannot think of an instance where the benefits outweigh the problems and query complications.
No, but you might want to normalise to a canonical record for a customer (so you don't get 5 different entries for 'Bloggs & Co.' in your database. This is a data cleansing issue that often bites on MIS projects.
You often don't go over fourth form normalization in a database. Therefore seventh form normalization is quite a bit overboard. The only place this might even be a remotely plausible idea is in some kind of massive data warehouse.
Generally yes. Normalizing to that level would be going to far. Depending on the queries (such as phone books where searches by last name are common) it might be worthwhile. I expect that to be rare.
I generally haven't seen a need to normalize the name, mainly because that adds a performance hit on the join that will always be called, and doesn't give any benefit.
If you have so many similar names, and have a storage problem then it may be worth it, but there will be a performance hit that would need to be considered.
I would say it is absolutely overkill. In most applications, you display folks' names so often, every query involved with that is going to look that much more complex and harder to read.
Yes, it is. It is commonly recognized that just applying all of the Rules of Normalization can cause you to go way too far and end up with an overnormalized database. For example, it would be possible to normalize every instance of every character to a reference to a character enumeration table. It's easy to see that that's ridiculous.
Normalization needs to be performed at a level that is appropriate for your problem domain. Overnormalization is as much a problem as undernormalization (although, of course, for different reasons).
There might be a case where being able to link married/maiden names would be useful.
Recently had a case where I had to rename thousands of emails in exchange because somebody got divorced and didn't want any emails listing her as married_name#company.com
No need to normalize to that level unless the names make up a composite primary key and you have data that is dependant on one of the names (e.g. anyone with the surname Plummer knows nothing about databases). In which case, by not normalizing, you would violate second normal form.
I agree with the general response, you wouldn't do that.
One thing comes to mind though, compression. If you had a billion people and you found that 60% of first names were pulled from 5 very common names, you could use some tricky bit manipulation to reduce the size very significantly. It would also require very customized database software.
But this isn't for the purpose of normalization, just compression.
You should normalize it out if you need to avoid the delete anomaly that comes with not breaking it out. That is, if you ever need to answer the question, has my database ever had a person named "Joejimbobjake" in it, you need to avoid the anomaly. Soft deletes is probably a much better way than having a comprehensive first name table (for example), but you get my point.
In addition to all the points everyone else has made, consider that if you were implementing a data entry operation (for example), and were to insert a new contact, you would have to search your first name and last name tables to locate the correct Id's and then use those values. But then this is further complicated by the occasion when the name is not on the FN and/or LN tables, then you have to insert the new first/last name and use the new id(s).
And if you think that you have a comprehensive list of names, think again. I work with a list of over 200k unique first names and I'd guess it represents 99.9% of the US population. But that .1% = a lot of people. And don't forget the foreign names and misspellings...

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