Data
Configuration, Entry, and Coding Standards
for the 1College Project
The
Data Standards Group has been charged by the 1College Project Steering
Committee to review and decide upon the manner in which we will configure,
enter, and code general data in the new Banner system. Due to the tight
implementation deadline, the Data Standards Group must develop the preliminary
standards by the end of February, 2005. After that, the Group will review
the validation tables brought to it by the 1College Project teams. This
document is a work-in-progress. It reflects the discussions and decisions
of the Group on data standards and serves as a guideline for those who
will set up the new system and the conversion from Colleague. As time
progresses, this document will become the main reference guide for data
standards in Banner.
To differentiate
from a data configuration or coding standard and data entry standards,
data entry standards are italicized.
Conversion
issues will appear in blue font.
Action
items for the Data Standards group will appear in red font.
About
Forms
Banner uses forms for data entry and viewing. A form is what a user sees
on his/her computer screen when using the Banner system; although a form
can have multiple windows. Each form is assigned a 7-character code. The
first character indicates the primary module/owner of the form such as
"G" for General (shared across modules), "S" for Student
(many of which are also shared across modules), "A" for Advancement,
"F" for finance, "P" for HR/Payroll, "R"
for Financial Aid, etc. See Banner documentation for more information
on form/table naming conventions.
About
Validation Tables
Banner uses validation tables to store codes for certain valued fields.
A downward arrow appears next to these fields on the Banner screens. If
a user clicks on the downward arrow, the list of values (LOV) for that
field appears. The LOV includes the validation code and validation description.
This document includes the common validation tables used across Banner
modules. Like forms, Banner uses naming conventions for corresponding
validation tables. Tables beginning with "G" are general tables
shared across modules. Some common tables begin with "S" because
they were originally in the student module in early versions of Banner
but are now shared across modules. Tables specific to one module (student,
advancement, etc.) are not included in this document unless the Data Standards
Group has been asked to review them by the department.
In a validation
table there is a column with a check box labeled "system required."
The system required value is delivered by SCT because it is used in some
delivered process and cannot be changed by the user (for example, IPEDS
reporting). DO NOT CHECK THE SYSTEM REQUIRED BOX BY MISTAKE BECAUSE ONLY
A SYSTEM ADMINISTRATOR CAN UNCHECK IT.
About
Coding
In developing codes for the validation tables, it's important that we
keep several things in mind. First, each table differs in how many characters
we can use for its validation codes. They vary from 1 to 30. Second, we
need to decide whether it makes more sense to use numbers, letter codes,
or a combination of numbers and letters. Third, we need to remember that
Banner automatically sorts the codes in ascending order (numbers first,
then alphabetically). Since data entry staff will need to go through the
list of values for a coded field, we should try to make the most common
codes appear at the top of this list, or make the codes simple enough
that they can be easily memorized.
Null Values
This document assumes that null values in Colleague/Benefactor will be
imported as null values unless otherwise specified in the validation table.
Identification
Numbers
Banner
ID Number
Each person and non-person record in Banner has a unique identification
number. The Banner System uses a one-up numbering sequence of up to 9
character spaces. The first character can be either a number or letter.
It will remain constant for all ids. After the first character, the system
uses a one-up numbering sequence in which the system generates an 8-digit
number sequentially.
The Data
Standards Group reviewed many options for how we would define the number.
We were concerned, at first, with using a number as the constant first
character because it might coincide with an existing social security number
which certain third-party systems currently use. Initially we decided
to use the letter "D" for Dickinson, followed by the 8-digit
number. However, concern was later raised that this would cause an unnecessary
burden for data entry staff who used the number pad to enter ids into
the system. Consequently, we opted to use the number "9" followed
by the 8-digit number. Since the Social Security Administration currently
does not use the 900 sequence and the third-party system in question (CBOARD)
is phasing out the use of social security numbers as the primary ID, we
felt that this was the best long-range option. The first id number to
be generated by Banner will be 900000001.
Alternate
ID Numbers
Banner allows us to capture alternate ID numbers for persons and non-persons.
The Data Standards Group decided that we will use these fields to store
the Colleague, Benefactor, and Recruitment Plus identifiers and any others
that come up during conversion. The Alternate ID field also captures the
history of changes to a person/non-person's name or ID with an action
date. We can choose to remove alternate IDs but we need to establish a
procedure for doing so. Alternate IDs uses the same validation table as
name types and are viewed from the Name and Address Information Form.
Entering data here allows us to search on fields that other data fields
holding the same information may not permit.
Social
Security Number
The Data Standards Group decided that we will not use the Social Security
Number as the primary ID number for any person record due to privacy issues
and complications with non-resident aliens. Unlike Colleague, we will
not use any dummy Social Security Numbers in Banner. During
the data conversion process, we will have to identify the dummy Social
Security Numbers and make sure they are not carried over into Banner.
Data Entry
Standard: All Social Security Numbers are to be entered in the SSN field
as a full number (without any spaces or hyphens). If we do not have a
social security number for a person, we will leave the field blank. Never
enter dummy Social Security Numbers into Banner.
Confidentiality
Flags
There are multiple confidentiality flag fields in the Banner system because
they are module-specific. The Data Standards Group is primarily concerned
about the use of the confidentiality flag in the student module since
it affects so many departments. We need to develop
a policy on who checks it, why, and when.
Names
and Titles
Names
In the General Person module, name information is entered and viewed in
the General Person Identification Form (SPAIDEN). Similar forms exist
in the Advancement module (APAIDEN) and the Human Resources module (PPAIDEN).
This is the same form you would use to view ID, Alternate ID, and name
information. The data fields on this form are:
ID (9-digit
generated by Banner for new records)
Name Type
(coded field using validation table GTVNTYP)
Last Name
(up to 60 characters)
First
Name (up to 15 characters)
Middle
Name (up to 15 characters)
Prefix
(up to 20 characters)
Suffix
(up to 20 characters)
Pref.
First Name (up to 30 characters)
Non-Person
Name (up to 60 characters)
The ID is
automatically generated by Banner when a new person or non-person record
is created. The name and title fields are free form fields. Only the name
type field is a coded field on this form. It uses the GTVNTYP validation
table.
The Banner
System allows for multiple names and name types per person or non-person
record. For each record, we can create specific name types based on contact,
function, or service. Names types are also associated with address types
and telephone types (see section V).
The "Current
Name" fields are used to store a person or non-person's legal or
primary name (last, first, middle, etc.). If the name type field is blank,
then the name is the current name. The current name fields are the primary
names associated with the ID of that person/non-person record. It's what
you first see when you look in the system but it may not be the primary
one used for departmental or operating purposes. For this reason, you
can create additional versions of a person or non-person's name which
are associated with a specific name type. You can only have one name
per name type.
About
Name Types
Name types were first developed for the Advancement model in Banner but
it was so useful that Banner expanded it to be used by other modules.
Since some name types are module-specific, the table below includes the
primary department responsible for developing the code for that name type.
The overall list, however, is the responsibility of the Data Standards
Group to define and maintain. Name types can be used to conduct searches,
to print letters or processes for a specific group, etc. Name type is
used for both person and non-person records. Name types are not required
for every record. The name information that is entered first is the current
name but can be updated continually. The name type field can be used to
store alternate names. It is optional and does not need to be used for
every record. It can store history of name changes or it can store alternate
names or naming conventions. Examples include birth name, previous name,
maiden name, alpha name (sort order for non-person), graduation/diploma
name, also known as/nickname/alias. The benefit of the name type is that
it is searchable and can facilitate finding a person or non-person who
may have been known by different names over time or for different purposes.
Even though some of these names are stored elsewhere (like under "preferred
name"), those fields are not searchable so creating a separate name
type could facilitate searches). Alternate ID numbers are similarly constructed
and used.
GTVNTYP:
NAME TYPE is used for both the alternate ID type and the name
type. We decided that we will use the current name field to store the
legal name when we have it or the primary name. For employees and financial
aid applicants, the legal name is the one on their social security cards.
Example for
"The Henry L. Luce Foundation"
1. The Current Name field would have "The Henry L. Luce Foundation"
2. You could create a name type of alias/also known as of "Luce Foundation"
and "Henry R. Luce Foundation."
3. You could also create a name type of alpha of "Henry L. Luce Foundation/The"
Data Entry Standard: Names are to be entered as the person has specified
or using title case format (see glossary for details on title case format).
Do not enter titles, prefixes, or suffixes in the name field. Use those
fields instead. Do not use special characters such as the pound sign (#)
or the tilde (~) because these have special meaning in SQL. Other punctuation
may be used as specified by the person or non-person including commas,
apostrophes, and hyphens. Do not enter foreign language symbols such as
accents because they are not recognized by Banner.
For non-person
records, enter the full name as specified by that non-person including
any article that may appear in the first field (such as "The Henry
R. Luce Foundation"). Then use name types to add different versions
of that name without the first article--"A," "An,"
or "The"-(such as "Henry R. Luce Foundation" and "Luce
Foundation."
Unusual
Circumstance: If a person has only one name (not a last and a first),
enter that name in the last name field and the preferred first name field
but enter only a "space" in the first name field.
Preferred
First Name
This field is used to store a person's nickname or other name that he/she
prefers to be addressed by other his/her first name.
Data Entry Standard: Only enter a preferred first name if it differs
from the first name. Otherwise, leave it blank. Enter it as the person
has provided it or using title case format.
Middle
Name
In Banner this field stores either a middle initial or a middle name if
there is one.
Data Entry Standard: If a person has supplied either a middle initial
or a middle name, enter it in this field. For initials, do not enter a
period. Leave this field blank if no middle name is provided. If more
than one middle name or initials are provided, enter them as space allows
(up to 15 characters) but do not enter a period after either initial.
Titles
In additions to storing names, the SPAIDEN form allows you to store titles
in the prefix and suffix fields. These fields are free form fields in
Banner so multiple prefixes and/or suffixes are permitted. Use the abbreviated
form of prefixes/suffixes unless otherwise specified by the person. Include
periods and commas as needed. If no prefix or suffix is provided, leave
these fields blank. For any one title, enter only one corresponding prefix
or suffix. Do not enter duplicate prefixes and suffixes. For example if
she says her name is Dr. Mary Smith enter "Dr." in the prefix
field but nothing in the suffix field but if she says her name is Mary
Smith, MD, leave the prefix field blank but enter "M.D." in
the suffix field. Although we want to personalize the use of prefixes
and suffixes as much as possible, we would also like to have some shared
formats to allow for maximum comparison across modules. Below are links
to tables that should be used as a guideline for abbreviating prefixes
and suffixes for departments' convenience. These are taken from an external
standard, The Chicago Manual of Style.
Data Entry
Standard: Do not enter general salutations into the prefix field (Mr.,
Miss, Ms., Ms.). Enter only special prefixes (such as Dr., etc.). If no
prefix or suffix is provided, leave the field(s) blank.
Abbreviate
prefixes and suffixes unless the person has specified not to. Use tables
below for all prefix and suffix abbreviations unless the person has specified
another preference. Please note spacing and punctuation in tables. Sometimes
there is a space and sometimes not.
Do not use corresponding prefixes and suffixes. Choose one or the other
for each title (whenever possible based on the person's preference). For
example, either Dr. Margaret Jones or Margaret Jones, M.D. but never Dr.
Margaret Jones, M.D.
Do not
use Esq. with other titles (except Jr., Sr. II, III, etc.). For example,
if someone is both Esq. and M.A., drop the Esq.
Multiple prefixes should be entered in the order provided by the person
but with no commas between them. For example: Rev. Dr. Margaret Jones
Multiple
suffixes should also be entered in the order provided by the person but
with a comma and space between each one. For example: Margaret Jones,
M.D., M.Div.
Address
Address information is entered and viewed in the Address Information Window
(part of the SPAIDEN form). The data fields in this window are:
Address
Type (coded field using validation table STVATYP)
From Date
To Date
Street
Address (2 lines up to # characters each)
City (up
to # characters)
State/Prov.
(coded field using validation table STVSTAT)
Zip/PC
(coded field using validation table GTVZIPC)
County
(coded field using validation table STVCNTY)
Nation
(coded field using validation table STVNATN)
Phone
(up to 14 digits: 3-digit area code, 7-digit number, and 4-digit extension)
Phone
Type (coded field using validation table STVTELE)
Address
Source (coded field using validation table STVASRC)
All addresses
must have an address type associated with it. Each module can select the
type of address that they want to use as the default address on their
screens or processes.
Address types
are connected to telephone types but are distinct validation tables. However,
you can associate an address type with a telephone type in the address
type code validation table so that it appears on the address information
window. It would be the primary number for that address type that would
show up on that window. You can store multiple numbers for each telephone
type which can be viewed in the telephone window. If you enter the telephone
number on the address type window, there will be an assumed association
with that address. You can have multiple addresses for person and non-person
records using address types. You can store historical information as well
as future information. You can use a hierarchy to select addresses. For
example, for billing you may first look for a billing address, if there
is none, then send it to the campus address, if there is none, then send
it to the permanent address. Typically you don't repeat the same address
in each address type. Each address type is a unique address for that person/non-person
record. Instead, you use a hierarchy as described above to select the
appropriate address for your purpose. You can only have one active address
per address type at any one time.
Don't delete
addresses, just put in an end date before entering the new address. We
want to keep the history of addresses in the system. Do not use the inactive
flag to render an old address inactive. If you do this, you can never
use the address again. Instead, use the start and end dates on the address
to render it inactive.
STVATYP:
ADDRESS TYPE is used to designate specific types of addresses
per person/non-person record.
Here
are some examples of how we would code different address types for four
typical Dickinson scenarios:
Scenario
1: A visiting scholar, whose permanent residence is Cameroon, is living
in an apartment on Louther Street for the semester he is at Dickinson.
As a member of the sociology department, he also has an office in Denny.
His address
in Cameroon would be coded "PR"
His address
on Louther Street would be coded as "CR"
His office
number and building would be coded as "CA"
Scenario
2: A Dickinson junior and her family live in Baltimore, MD. As a Dickinson
matriculant she has been assigned a HUB Box as her on campus address.
A French major, she's spending her junior year in Toulouse, France. She's
living in an apartment in Toulouse but receives her Dickinson mail at
the Dickinson Center.
Her address
in Baltimore would be coded as "PR"
Her HUB
Box number would be coded as "CA"
Her Toulouse
apartment address would be coded as "CR"
The Dickinson
Toulouse Center address would be coded as "MA"
Scenario
3: A Dickinson first-year student lives with his mother and stepfather
in Great Neck, NY. His parents are divorced. His father and stepmother
live in New York, NY. As part of the divorce settlement, both parents
are paying his college expenses. In addition, his grandfather set up a
trust fund for his education. He passed away recently but an executor
controls the trust.
His address
in Great Neck would be coded as "PR"
His HUB
Box number would be coded as "CA"
His father's
address would be coded as "B1"
The executor's
address would be coded as "B2"
Scenario
4: An admitted applicant has sent in a deposit to hold a place in the
entering first-year class. She and her family live in Santa Fe, New Mexico.
She is currently in boarding school in Andover, Massachusetts and will
graduate on June 15th. She has notified us that she and her family will
be at their summer house in Hilton Head, South Carolina for the month
of July.
Her address
in Santa Fe would be coded as "00/PR"
Her address
at boarding school in Andover would be coded "ML" and have
an end date of "June 15"
Her address
in Hilton Head would be "SL" and have a start date of "July
1" and an end date of "July 31"
STVASRC: ADDRESS SOURCE CODE
Banner can also store an address source-where the address came from. These
use the Address Source Code validation table (STVASRC). The Data Standards
Group decided that we will not develop this list since some departments
don't plan to use this feature. Instead, each department will utilize
this in their module as appropriate to their needs.
Data Entry Standards for Entering Address Information
The Data Standards Group decided that we will use data entry standards
for US addresses that conform with the US Postal Service recommendations.
For international addresses, we will use what the person/non-person has
provided us with. Although the US Post Office would prefer us to use all
uppercase, some offices may still prefer to use "proper" or
title case. Therefore, we will enter address data into Banner using title
case. Anyone who wants to conform to USPS recommendations can reformat
the address information into uppercase. (It's trickier to reformat uppercase
information into title case and requires manual proofing.) We will, however,
use uppercase for the name of the country in an international address.
This will be built into the STVNATN validation table. Here are key instructions
for formatting address information provided by the US Postal Service.
More information is available on its website: www.usps.com.
Domestic
Addresses should be formatted in this order:
1. "Name and/or "Attention:" line. Print or type address
clearly in center of envelope (Use 10, 12, 14 pts for best readability)
2. First and foremost, the endorsement should be clear and legible:
use all caps, no punctuation, and left justify the margin
3. Always use directionals in address (e.g., "N" for north
and "S" for south)
4. Use abbreviated locators in address (e.g., APT, ST, AVE)
5. Include RM (Room), FL (Floor), STE (Suite), or APT (Apartment) #
on same line as (and after) street address
6. Use two letter state abbreviations in address block
7. Use ZIP+4® (if known) on last line following city and state
8. This is the barcode area; if you do not have a program that calculates
and prints the correct barcode, then leave this area blank.
International Addresses should be formatted the same way but include
the nation/country in all capital letters on the last line.
Data Entry
Standards for Secondary Unit Designators
We will use the US Postal Service abbreviations for all domestic addresses.
International addresses will be entered as provided by the person/non-person.
The list is available at this web site: http://www.usps.com/ncsc/lookups/abbreviations.html#secunitdesig
Data Entry
Standards for Street Addresses
We will utilize the US Postal Service recommendations for all address
information, including Street Address data entry conventions. We will
use theabbreviations for street suffixes available at this web site: http://www.usps.com/ncsc/lookups/abbreviations.html#suffix
After purchasing
software from www.greatdata.com, city and state data will be linked to
zip code for US addresses. Data entry staff will first enter the US zip
code and then the other fields will be automatically populated. All of
these fields will need to be entered manually for international addresses.
STVCNTY: COUNTY CODE
These will be downloaded from the software we purchase from www.greatdata.com.
STVSTAT: STATE CODE
The Data Standard Group decided that we will the US Postal Codes. We will
also include Canadian provinces as state codes at the request of Development.
The US Postal Codes are the same as the FIPS alpha codes used by IPEDS
with one exception (the US Minor Outlying Islands). The full list of postal
codes is below and also available at this web site: http://www.usps.com/ncsc/lookups/abbreviations.html#states
GTVZIPC:
ZIP/POSTAL CODE
These will be downloaded from the software we purchase from www.greatdata.com.
STVNATN:
NATION CODE
The Data Standard Group decided that we will the EDI Codes. We decided
not to use SEVIS Codes because we have to few. We may need to revisit
this later if our reporting requirements for international students and
visitors change. (A list of all EDI Codes can be found at this web site:
www.pesc.org/info/docs/130appb.pdf). There is a slight overlap with state
codes (Puerto Rico, US Virgin Islands, and the US Minor Outlying Islands).
The US Postal Service prefers us to code these as states, not nations.
The US Postal Service requests that the nation name be in uppercase.
Telephone
Number
Telephone numbers can be viewed and entered using the General Person Telephone
Form (SPATELE). The data fields on this form are:
Phone
Type (coded field using STVTELE validation table)
Area Code
Phone
Number
Phone
Extension
Address
Type
Prime
flag
Unlisted
flag
Inactive
flag
International
Phone Number
Comment
You can also
enter telephone number directly from the address form but those numbers
will consequently be associated with that address and address type.
E-Mail Address
E-Mail Addresses are entered and viewed on the E-mail Address form (GOAEMAL).
A person or non-person's web site would also be stored here. The data
fields on this form are:
E-mail
Type (coded field using the GTVEMAL validation table)
E-mail
Address (free form field up to # characters)
Preferred
flag (check to denote this as the preferred e-mail address)
Inactive
flag
Display
on web flag
URL flag
(check to distinguish a web page from an e-mail address)
You can have
multiple e-mail addresses (and web pages) per e-mail type. Use the preferred
flag to indicate the one that should be used most often.
Emergency
Contact Information
Users can enter and view information on a person's emergency contact information
in the Emergency Contact Form (SPAEMRG). (In the HR Module, this information
is viewed from the PPAIDEN form.) The data fields on this form are:
Priority
Contact
Name
Relationship
(coded field using the STVRELT validation table)
Address
Type (coded field using the STVATYP validation table)
Address
(3 lines)
City
State/Prov
Zip/PC
Nation
(coded field using the STVNATN validation table)
Phone
A person
record can have multiple emergency contacts. Use the priority field to
rank order them. NOTE: You cannot use the phone number field on this form
to enter or store international phone numbers.
The Data
Standards Group decided upon the following codes to identify the relationship
of the emergency contact to the person. The Health Center was consulted
as well and they agreed with these codes.
Demographic
(or biographic) information on persons is entered and viewed in the General
Person Information form (SPAPERS). (For The Human Resources Product, this
is not a separate form but a window on the PPAIDEN form.) The data fields
on this form are:
ID (with
associated current name)
Gender
(select from three radio button choices)
Date of
Birth
SSN/SIN/TFN
Age (calculated
field from Date of Birth)
Confidentiality
flag
Citizen
(coded field using STVCITZ validation table)
Ethnic
(coded field using STVETHN validation table)
Marital
(coded field using STVMRTL validation table)
Religion
(coded field using STVRELG validation table)
Legacy
(coded field using STVLGCY validation table)
Vet. File
No.
Veteran
Category
Active
Duty Separation Date
Deceased
flag (check to indicate that this person is deceased)
Deceased
date
Gender
The fields defining gender are built into Banner. Data entry staff can
select one of the following radio buttons:
Current R+ Code
(Data Stu: Gend_Num)
Corresponding
Colleague Code
(PERSON: GENDER)
Female
1
F
Male
2
M
Not Available
(null)
(null)
The default
is "Not Available" until a gender is indicated. Conversion
issue: Make sure that missing genders are converted into "Not Available."
Race/Ethnicity
There are two code tables in Banner for race/ethnicity. One is for our
institutional purposes and the other is for IPEDS reporting. For the institutional
definition, the Data Standards Group decided that we will use the codes
in Recruitment Plus (R+) which come from the Common Application. We will
use the Common Application race/ethnicity codes for this field since this
is the first way we capture this data for students. While the Common Application
allows applicants to select multiple race/ethnicities, the Admissions
Office only enters one into R+. Currently, the Admissions Office uses
the following hierarchy to select which race/ethnicity is entered if multiple
are reported:
Af-am >
any other min category > white or other
Also Af-am or hispanic/PR/Mex-am > asian or nat-am
We will revise
employment forms to capture the Common Application race/ethnicity codes
in the future for employees but we will ask them to select only one.
For existing
records, we will use the equivalents as indicated in the table for data
conversion.
Banner
also has an ethnic code table used for IPEDS reporting. See Section VII
for more information.
Citizenship
All person records include a citizenship status code on the General Person
Information Form. These codes are located in the STVCITZ validation table.
We will use the codes from the Common Application. These are the same
types that we currently use in Colleague.
International
Information
Information on international persons is entered and viewed on the International
Information Form (GOAINTL). The data fields on this form are:
Visa Type
Code (coded field using STVVTYP validation table)
Visa Number
Nation
of Issue
Issuing
Authority (coded field using STVVISS validation table)
Port of
Entry (coded field using STVPENT validation table)
Entry
flag
Number
of Entries
Date Requested
Date Issued
Start
Date
End Date
Document
Code
Document
Description
Document
Source Code
Document
Source Description
We will use
the following visa codes in Banner. (The full list of INS visa codes are
available at this web site: http://uscis.gov/graphics/services/visas.htm)
Since Banner only allows 2 characters for the validation code, we have
abbreviated codes with three characters and noted the actual visa number
in the validation description.
For
conversion, please note that the DataStu:Visa_Num field in Recruitment
Plus corresponds with (STVCITZ) Citizen Type in Banner, not visa type.
Global Education will enter visa information for students (and others)
directly into Banner. Human Resources will enter visa information for
employees directly into Banner.
STVPENT:
PORT OF ENTRY
We will not enter this data in Banner. It will be automatically generated
by SEVIS but it may not be available for all international students/visitors.
Another window
associated with the GOAINTL form is the Nationality/Family Information
window. This window has the following data fields on it:
Nation
of Birth (coded field using STVNATN validation table)
Nation
of Citizen (coded field using STVNATN validation table)
Native
Language (coded field using STVLANG validation table)
Sponsor
Employment
Type
Foreign
Tax ID
Spouse
Accompany Person To Country (drop down box)
Number
of Children Accompanying Person
Signature
for Availability of Funds (drop down box)
STVLANG:
NATIVE LANGUAGE
We will not enter this data into Banner so we do not need to create a
validation table for this field. Should we decide to collect this information
in the future, we may choose to use the EDI codes as we have done for
nations.
Marital Status
We will use the codes in the table below to collect information on a person's
marital status. This will be used mostly by HR and Advancement but will
be shared across modules.
Conversion
issues: Colleague also has the code "CO" meaning correction.
Do not import this into Banner. Also, please note that the code "P"
in Colleague must be changed to "E" in Banner since "P"
will be used for domestic partner.
Religion
We will continue to use the religion codes in Colleague since they are
sufficient for our institutional purposes and admissions doesn't collect
this information in any systematic way.
Converison
Note: The value "20" was not used in this field in Colleague.
Legacy
We will only use this field to capture general profile information on
our students. Development will not use this to identify relationships.
Institutional Research and others will use this field to report out general
legacy statistics on our student body. We will condense the codes from
R+ to accommodate the 1-digit field space. No data will be entered in
Banner, we will convert the data from R+.
Converison
Note: The value "5" is not currently used in thi s field in
Recruitment Plus.
Disability
Information on disabilities for person records is entered and viewed on
the General Medical Information Form (GOAMEDI). We will not use this form
in Banner.
STVSPSR:
DISABILITY TYPE
We will not use this field in Banner so we do not need to create a validation
table for it.
IPEDS
Reporting
IPEDS
Ethnic Codes
Although we know that the federal government is currently reviewing plans
to change how colleges must report race and ethnicity, we will use the
current regulations to plan for the Banner conversion. If any changes
are approved, we will work with Banner to reconfigure how we enter, code,
and store that data. More information on the IPEDS codes is available
at this web site: http://nces.ed.gov/ipeds/glossary/
IPEDS only
wants us to provide race/ethnic data on US Citizens and Permanent Residents.
Non-Resident Aliens are broken out as a separate category. These codes
are listed in the order in which data entry is required for the IPEDS
reports.
IPEDS
Degree Level
The table below provides codes to group students by degree level for IPEDS
reporting. This is delivered by SCT in order to use the automated IPEDS
reporting module.
IPEDS
Degree Award Category
Banner delivers a validation table for Degree Award Categories
used for automated IPEDS Reporting (STVACAT). All of the fields in this
table are system required.
Degrees STVDPLM: DIPLOMA TYPE
We will not use this validation table which provides codes for high school
or equivalent diploma types. We will not enter that information into Banner.
Banner allows
us to store postsecondary degree information on all person records. This
information is shared across modules. This is also the same field used
to store degrees earned at Dickinson. Banner allows you to enter multiple
degrees and institutions per person record. Currently, development enters
alumni degrees in Benefactor and Academic Affairs enters faculty degrees
in Colleague (where earned Dickinson degrees are also stored). These are
located in the DEGREES and ACAD.CREDENTIALS files, respectively. The data
have been entered in a general format but we want to store real and specific
information on every degree. During the conversion, we will carry over
the information in Benefactor and Colleague. Then as new information is
entered into Banner, we will use the more specific formats outlined in
the STVDEGC table below. We will also update old records as we work those
individual files. Otherwise the data will remain general (for example,
"other master's degree" instead of the specific type of degree).
Data Entry
Standard: You must enter a degree earned with the institution it was earned
at. If the institution is unknown, do not enter any degree data. If you
have information on the subject area the degree was earned in, enter it
in the major field. If you don't know, leave this field blank. Do not
enter any degrees that are not postsecondary degrees. If you encounter
a degree not in the degree code list, contact the STCDEGC table owner
to have it added.
Since
any degree can be awarded as an honorary degree, we will use the major
code field to indicate that it is honorary. For honorary degrees, select
the specific degree awarded (Ph.D, J.D., etc.), then select "Honorary"
under the major code.
STVDEGC:
DEGREE CODE
Schools
(High School, College, University, etc.)
The table below lists codes for all types of academic institutions including
high schools, colleges, and universities. The Data Standards Group decided
that we will use the ETS/ACT codes (FICE) so that we can take advantage
of tape loads which includes other information about the institutions
including address information. Otherwise these will have to be manually
entered each time a new institution is added to the system. Recruitment
Plus currently uses the tape loads too but have updated some of the information.
The only
problem involves non-USA institutions. These do not have FICE numbers
and are not included in the tape loads. Currently, admissions creates
codes (IN###) for these as they need to. However, if we want to include
international universities that faculty and visiting faculty have graduated
from, this list will expand significantly. For international institutions,
we will use the following coding scheme: Use the 2-digit nation code from
STVNATN followed by a sequential number. The Data Standards Group will
be responsible for adding new codes. We will convert the codes coming
in from Recruitment Plus to fit this coding system.
STVSBGI: SOURCE/BACKGROUND INST
We will use the coding that ETS/ACT uses and will get them from the tape
loads.
The College
Code validation table (STVCOLL) allows a large institution to list multiple
colleges within its organization. Since Dickinson only has one college,
we only need to have a code for Dickinson.
The
tables listed in this section are utilized only by the student module.
For this reason, they will be developed by the department, not the Data
Standards Group. However, they are included in this document because the
department has asked for the DSG's input.
STVBLDG:
BUILDING CODES is used to identify buildings existing at
Dickinson College that are used in the student module (not an exhaustive
list of buildings).
STVCAMP:
CAMPUS CODES is used to define the codes and descriptions for
different campuses within Dickinson College. A campus can be assigned
to persons at the prospect, application, or student stage; to sections;
to degree programs; and to buildings and rooms. Transcripts and grade
mailers can be produced by campus and fee assessment rules can be defined
by campus. These are just a few examples of the use of campus codes.
STVCIPC:
CIP CODES
The Data Standards Group decided that we will use the latest CIP Codes.
Deb will supply us with those currently in use at Dickinson. We only need
to have CIP Codes that associate with current Dickinson majors. We do
not need to apply this to majors of non-Dickinson degrees.
STVDEPT:
DEPARTMENT CODES is to identify the existing departments
at Dickinson College. This is used to assign departments to courses and
faculty. In the Advancement module it is used for gift designations.
The Data
Standards Group decided that we will bring over only new departments.
We will also separate out departments from majors. For administrative
departments, whenever possible, we will use the abbreviation they use
for themselves. For example, the Dean of Students goes by DOS, so that's
what we'll use.
STVTERM:
TERM CODES is used to identify terms used at Dickinson College.
We have to include old term descriptions because we are carrying over
academic history records which correspond to those terms.
For the coding,
we will continue to associate the calendar year with the term in question.
After the calendar year, a two-digit numeric code would be used to designate
the term. Since we will continue to associate specific terms with "subterms"
like study abroad locations, there is a numeric gap between the term codes
to accommodate for all of the individual subterms falling within that
term. Here is an example of how the terms would be coded for the 2006-07
academic year:
200660:
Summer Session II 2006
200670: Fall 2006
200710: January 2007
200720: Spring 2007
200750: Summer Session I 2007
STVTESC:
TEST CODESis used to score valid test codes for SAT, SAT II,
ACT, etc. Dickinson College will also use this form for language placement
exam codes.
Advancement
Module-Specific Tables
The
tables listed in this section are utilized only by the advancement module.
For this reason, they will be developed by the department, not the Data
Standards Group. However, they are included in this document because the
department has asked for the DSG's input.
GTVEXPN: EXPENSE TYPE
is used to validate expense types for solicitations and events. Codes
and descriptions were created by the Development team.
GTVSUBJ:
SUBJECT INDEX is used to validate comment types. Codes and descriptions
were created by Development.
STVHONR:
HONOR is used to validate institutional (not departmental) honors
received from Dickinson. (NOTE: Latin Honors are in STVHONR, departmental
honors are in STVHOND, and dean's list is in STVAST-which also has probation,
etc.)
STVLEAD:
ACTIVITY LEADERSHIP is used to validate activity leadership for
student and non-student activities (e.g. Alumnae or community activities)
in the advancement module only. Codes and descriptions were obtained from
BEN.INTEREST.ROLES.
STVORIG:
ORIGINATOR is used to validate department for various purposes.
Codes and descriptions were compiled from DICKINSON.COM and BEN.FUND.INTEREST.
NOT RELATED TO FOAPAL.
The Data
Standards Group will develop the STVDEPT: DEPARTMENT CODE table in April.
In the meantime, Development will utilize this for their conversion process.
They may try to reconcile it to the department code list later.