Last Updated on January 30, 2008
Banner General V7.5
Data
Standards Group
The Administrative Systems Power Users Group is charged with designing, maintaining, coordinating, and supervising the manner in which we enter and code institutional data. Our goal is to standardize processes across computer systems and across departments so that the institution can accurately report out information and analyze data. The group includes representatives from key administrative and technical offices involved in data collection at Dickinson. These include Admissions, Development, Financial Aid, Financial Operations, Global Education, Human Resources, Institutional Research, Institutional Systems, Public Safety, Registrar's Office, and Residence Life. The group is chaired by the Director of Institutional Research because that office is ultimately responsible for external reporting and analyzing institutional data. The group reports to and advises the Director of Institutional Systems.
The Administrative Systems Power Users Group reviews the policies and standards for data entry in Banner a minimum of twice a year. Questions or concerns regarding these standards or how these standards might affect existing jobs, workload or data entry, should be reported to the Data Standards Group member associated with your department as soon as possible. These issues, especially those that affect multiple departments, will be brought to the Data Standards Group for immediate discussion.
The Data Standards Group makes its decisions using the following guiding principles in line with Dickinson's goal to be a unified and integrated college:
- While each department has immediate responsibility for one aspect of Dickinson, we want to keep a unified approach to how we enter and code our data so that the whole college can benefit from the information one office may provide. We work for Dickinson first and our departments, second.
- Whenever possible we will not "reinvent the wheel" by creating data standards in a vacuum; but rather, we will use externally prevalent data standards in order to facilitate efficiency and reporting. As these external standards change, we will adjust our standards accordingly. (For example, we will use US Postal Code standards in all US address fields to improve mailing efficiency and to enable us to use Postal Code software.) We will also stay alert to external trends or changes in reporting and data submission that may impact how we enter and code our data and revise our standards accordingly.
- Whenever possible, we will reduce the impersonal "bureaucratization" that can occur with standardized data entry by allowing for personalization of individualized data (such as name, title, etc.). Dickinson prides itself on personal attention and on being a community; as such we should allow our members to choose how we address them when we have that option.
- We want to ensure data integrity from one person to the next, from one department to the next, from one administrative system to the next, and from one year to the next. In order to do this, we will design standards that make sense for data entry staff as well as for data reporting and analysis. We will provide documentation for departments to use to train and supervise data entry staff and for technical staff to use as a reference guide. We will work to mediate any conflicts that arise between or among departments. We will try to maintain standards from one cycle or year to the next whenever possible and reasonable in order to allow for longitudinal analyses.
Data Coding Standards
The Dickinson College Data Standards Guide is a document to aid continuing and new employees in performing their data maintenance functions. Data standards are vitally important in protecting the data assets of the institution and the College takes seriously upholding those standards. The college’s ability to report and use the data in our enterprise systems and data warehouse are dependent on the adherence to the standards outlined in this guide.
It is the intent for this guide to be a living document with the review of each standard occurring on a regular basis.
This document will be maintained electronically and will be available to anyone interested. Coordinating data entry standards training for persons granted modify access to Banner is the responsibility of each department manager and should include directions on access to and the contents of this document.
To differentiate
from a data configuration or coding standard and data entry standards,
data entry standards are italicized.
-
Most recents changes adopted by the adminsitrative Power Users Group will appear in a 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 Power Users
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 SunGardHE 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 to keep several things in mind. First, each table differs in how many characters
can be used for its validation code. They can vary from 1 to 30. Second, decide whether it makes more sense to use numbers, letter codes,
or a combination of numbers and letters. Third, 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, 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. Banner 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 Banner generates an 8-digit
number sequentially.
The Data
Standards Group reviewed many options for defining ID numbers.
The group was 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 use. Initially it was 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, the group 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 (CBORD)
is phasing out the use of social security numbers as the primary ID, it was decided that this was the best long-range option. The first ID number generated by Banner was 900000001.
For lenders used in the Financial Aid Office, Banner ID numbers are created using the six-digit Commonline lender code. For guarantors, the Commonline three-digit guarantor code is used. For both, the letters "FA ONLY" are added to the end of the non-person name.
Alternate
ID Numbers
Banner stores alternate ID numbers for persons and non-persons.
The Data Standards Group decided that these fields will 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 users to search on fields that other data fields
holding the same information may not permit.
Alternate ID Number Table |
| AKNM |
Also Known As |
| ALNM |
Alpha Name |
| BNID |
Benefactor ID |
| BRNM |
Birth Name |
| CBID |
CBOARD ID |
| CLID |
Colleague ID |
| DPNM |
Diploma/Graduation Name |
| MDNM |
Maiden Name |
| MRGD |
SPRIDEN_ID of merged record |
| ORNM |
Originator Name |
| PRNM |
Previous Name |
| RPID |
R+ ID |
| RPNM |
R+ Name |
| SSID |
Self Service ID |
| USER |
SSB Username |
| VEND |
Vendor Sole Proprietor |
ID numbers are preceded by the letters "RP" when the records are added to Banner through the Recruitment Plus (R+) interface system.
Social
Security Number
The Data Standards Group decided that the social security
number will not be used as the primary ID number for any person record due to privacy issues
and complications with non-resident aliens. Dummy social security numbers will not be used in Banner. During
the data conversion process, dummy social
security numbers were identified and 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.
The Financial Aid Office uses a dummy social security number of 999-99-9999 when determining aid. These dummy numbers are added to and viewed only on Banner tables, they are not visible via a Banner form.
Confidentiality
Flags
There are multiple confidentiality flag fields in Banner 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.
The student confidentiality indicator is used to remove students from all publicly released listings, including Commencement Program, directory, etc. Confidential students still appear on advisee and class listings on Self-Service and on CLIQ, but are marked with the word "Confidential."
HR uses the confidentiality flag to indicate exclusion of an employee's home address/phone from the campus roster.
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), the Human Resources module (PPAIDEN) and the Finance module (FOAIDEN). 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 module 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 Power Users
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 Table |
| AKNM |
Also Known As |
| ALNM |
Alpha Name |
| BNID |
Benefactor ID |
| BRNM |
Birth Name |
| CBID |
CBOARD ID |
| CLID |
Colleague ID |
| DPNM |
Diploma/Graduation Name |
| MDNM |
Maiden Name |
| MRGD |
SPRIDEN_ID of merged record |
| ORNM |
Originator Name |
| PRNM |
Previous Name |
| RPID |
R+ ID |
| RPNM |
R+ Name |
| SSID |
Self Service ID |
| USER |
SSB Username |
| VEND |
Vendor Sole Proprietor |
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, use the legal name as shown 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.
Name Change Policy
The following chart is to be used to show office responsibility when making name changes:
GTVNTYP: Name Change Policy Table |
| Name Type |
Office Responsible |
Note |
| Current students |
Registrar's Office |
First day of classes and while student is a current student |
| Graduated students |
Advancement |
The day after graduation |
| New students |
Admissions |
Up to the first day of classes |
| Employees |
HR Services |
While employed at Dickinson |
| Student Employees |
Registrar's Office |
Student working at Dickinson |
| Employees who are students |
HR Services |
Employee who is taking Dickinson classes |
| Vendor |
Finance Office |
As needed by Finance Office |
Duplicate Policy
When duplicates are identified in Banner, the spriden record is updated by an Applications Support Analyst to mark the record as a duplicate. If the duplicate identified is a person, the word DUPLICATE is entered into the middle name field. If the duplicate is a non-person, the word DUPLICATE in parenthesis is added to the end of the non-person name. The word DUPLICATE is always capitalized and always inside parenthesis for non-persons.
After DUPLICATE is added to the person or non-person name, an email is generated by the Applications Support Analyst to the dup_pidm email list, alerting other offices on campus that the duplicate was identified and reported.
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: Enter general salutations into the prefix field (Mr.,
Miss, Mrs., 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.
Contact
Information
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 (3 lines up to 30 characters each)
- City (up
to 20 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. 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.
The most current PR address should be the highest sequence number for the PR type.
An address change report is created daily and emailed to appropriate personnel to communicate address changes.
Zip codes should be entered without hyphens.
STVATYP: Address Type Table |
| Address Type Code |
Description |
Note |
PR |
Permanent legal residence |
This will be used as the primary address for all person and nonperson records |
B1, B2, B3 |
Student Billing |
potentially multiple |
BI |
Billing Address |
|
CA |
Campus |
office # and building for employees |
CH |
Check Address |
if not permanent residence |
CR |
Current Residence |
if not permanent residence |
EM |
Emergency |
|
HB |
Hub Box |
Student Hub Box |
MA |
Mailing |
if external and different from permanent |
P1, P2, P3 |
Parent’s Addresss |
Potentially multiple |
SE |
Seasonal |
short-term/temporary |
SH |
Ship To |
|
UK |
Unknown |
|
WK, W2, W3, W4 |
Work |
for persons (potentially multiple) |
Ask group - There are three types not listed here, but are on the STVATYP table (users can see if they click the drop down box): BU Business (5 rec), PA Parent (191 rec) and BI Billing (28 rec). Should we add these 3 to this table for clarification? Perhaps if code is no longer used we can add "No Longer Used" under Note column?
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 "HB"
- 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 "HB"
- 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 "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 not to 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: https://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. Always use directionals in address (e.g., "N" for north
and "S" for south)
3. Use abbreviated locators in address (e.g., APT, ST, AVE)
We will
use the abbreviations for street suffixes available at this web site: http://www.usps.com/ncsc/lookups/abbreviations.html#suffix
4. Include RM (Room), FL (Floor), STE (Suite), or APT (Apartment) #
on same line as (and after) street address
The list is available at this web site: http://www.usps.com/ncsc/lookups/abbreviations.html#secunitdesig
5. Use two letter state abbreviations in address block
6. Use ZIP+4 (if known) on last line following city and state. Do not enter hyphen's between zip and zip+4.
International Addresses should be formatted the same way but include
the nation/country in all capital letters on the last line.
Click
here for examples of address formatting provided by the US Postal Service.
After purchasing
software from https://www.greatdata.com, city and state data was 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 https://www.greatdata.com. Banner county codes will populate automatically when you enter in the zip code if the county code you are entering is on the zip code table. The zip code table was originally populated from the software purchases from www.greatdata.com. Missing or new zip codes can be added to table by contacting an Applications Support Analyst in the Institutional Systems Department.
STVSTAT: STATE CODE
The Data Standard Group decided to use US Postal Codes. This will
include Canadian provinces as state codes at the request of Advancement.
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 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 purchased from https://www.greatdata.com. The zip code table was originally populated from the software purchased from www.greatdata.com. Missing or new zip codes can be added to table by contacting an Applications Support Analyst in the Institutional Systems Department.
STVNATN:
NATION CODE
The Data Standard Group decided to use EDI Codes. They decided
not to use SEVIS Codes because we have too few. There may be a need to revisit
this later if 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.
Please note that if a nation code is added into the Recruitment Plus Interface, that same nation code will need to be added to the STVNATN Banner table.
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. Do not use hyphens when entering phone numbers.
International phone numbers are entered into Banner by entering the International Access Code (011) in the area code field. Next enter Country Code followed by telephone number using up all available spaces.
(14 spaces available? How does this work? Some international telephone numbers can be up to 15 digits like our Bremen program 011-49-421-218-3187. Remember: Banner V8 will fix issue with international telephone numbers.)
STVTELE: TELEPHONE TYPE |
Validation Code (4) |
Validation Description |
B1, B2, B3 |
Student Billing (potentially multiple) |
BI |
Billing Address |
BU |
Business (for persons) |
CA |
Campus (office # and building for employees |
CELL |
Cell Phone Number |
CH |
Check Address |
CR |
Current Residence (if not permanent residence) |
EM |
Emergency |
FAX |
Fax Number |
MA |
Mailing (if external and different from permanent) |
PAGE |
Pager |
PR |
Permanent legal residence |
SE |
Seasonal (short-term/temporary) |
SERV |
Answering Service |
ST |
Ship To |
TTY |
TTY/TTD |
Ask group - There is a type listed here, but not on the STVTELE table: BL Billing (0 recs). Should we remove from this list?
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 90 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.
GTVEMAL: E-MAIL ADDRESS |
Validation Code |
Validation Description |
DSON |
Dickinson E-Mail Address |
OTHR |
Other E-Mail Address |
OTWW |
Other Web Page |
BUWW |
Business Web Page |
WORK |
Business E-Mail Address |
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.
The above mentioned Emergency Contact Information is not the same information as the Dickinson Red Alert System.
STVRELT:
RELATIONSHIP |
Validation Code |
Validation Description |
B |
Sibling |
D |
Domestic Partner |
G |
Guardian |
O |
Other |
P |
Parent |
S |
Spouse |
U |
Unknown |
Demographic
Information
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 in Banner. Data entry staff can
select one of the following:
Current R+ Code (Data Stu: Gend_Num) |
| Female |
1 |
| Male |
2 |
| Not Available |
(null) |
The default
is "Not Available" until a gender is indicated.
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, use the codes
in Recruitment Plus which come from the Common Application. We will
use the Common Application race/ethnicity codes for this field since this
is the first way this data is captured for students. While the Common Application
allows applicants to select multiple race/ethnicities, the Admissions
Office only enters one into Recruitment Plus. 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
STVETHN:
ETHNIC CODE |
Validation Code
2 characters |
IPEDS Ethnic Validation Code |
Current R+ Code
(Data Stu: Eth_Num) |
Corresponding
Colleague Code (PERSON: ETHNIC) |
Validation Description |
AF |
1 |
1 |
BL |
African American, Black |
AS |
3 |
3 |
AS |
Asian American |
HS |
4 |
4 |
HS |
Hispanic, Latino |
IS |
3 |
|
|
Asian, including Indian Subcontinent |
MA |
4 |
6 |
|
Mexican American, Chicano |
NA |
2 |
5 |
AI |
Native American, Alaskan Native |
NH |
3 |
8 |
|
Native Hawaiian, Pacific Islander |
OT |
6 |
|
MU |
Other/Unknown |
PR |
4 |
7 |
|
Puerto Rican |
WH |
5 |
2 |
WH (or null) |
White or Caucasian |
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 use the codes from the Common Application.
STVCITZ:
CITIZEN TYPE |
Validation Code
2 characters |
Current R+ Code
(Data Stu: Visa_Num) |
Corresponding
Colleague Code (PERSON: ALIEN.FLAG) |
Validation Description |
DU |
3 |
D |
Dual US Citizen |
NR |
1 |
Y |
Nonresident Alien |
PR |
2 |
R |
US Permanent Resident |
US |
(blank) |
N (or null) |
US Citizen |
UN |
|
|
Unknown |
Ask group: Add UN Unknown as like on the STVCITZ table - UN added 9/21/05.
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
Use
the following visa codes in Banner. The full list of ICE (Immigration and Customs Enforcement, formerly INS) visa codes are
available at this web site: http://uscis.gov/graphics/services/visas.htm)
Since Banner only allows two characters for the validation code, legacy codes with three characters were
abbreviated 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. HR will enter visa information for
employees directly into Banner.
STVVTYP:
VISA TYPE CODE |
Validation Code |
Corresponding
Colleague Code (PERSON: VISA.TYPE) |
Validation Description |
Visa Description |
A2 |
|
A2 Visa |
Other foreign government official or employee, and members of immediate family |
B |
|
B1 Visa/B2 Visa |
Temporary visitor for business/pleasure |
F1 |
F1 |
F1 Visa |
Academic Student |
F2 |
|
F2 Visa |
Spouse or child of F-1 |
G4 |
G4 |
G4 Visa |
International organization officer or employee, and members of immediate family |
HB |
H1B |
H1B Visa |
Specialty Occupations, DOD workers, fashion models |
H4 |
|
H4 Visa |
Spouse or child of H-1, H-2, H-3 |
J1 |
J1 |
J1 Visa |
Visas for exchange visitors |
J2 |
|
J2 Visa |
Spouse or child of J-1 |
K1 |
|
K1 Visa |
Fiancé(e) |
K3 |
|
K3 Visa |
Spouse of a U.S. Citizen (LIFE Act) |
K4 |
|
K4 Visa |
Child of K-3 (LIFE Act) |
L2 |
|
L2 Visa |
Spouse or child of L-1 |
Q1 |
|
Q1 Visa |
International cultural exchange visitors |
Q3 |
|
Q3 Visa |
Spouse or child of Q-2 |
TP |
|
TPS Visa |
Temporary Protected Status |
VW |
|
VisaWaiver Program |
|
Ask group: STVVTYP table shows B1 and B2 separately, no B. STVVTYP does not show VW VisaWaiverProgram. Remove from list?
STVPENT:
PORT OF ENTRY
It was decided 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
It was decided to enter this information into Banner. For a list of language codes from the Library of Congress, use this link http://www.loc.gov/marc/languages/lang_pt2.html
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.
STVMRTL:
MARITAL STATUS |
Validation Code |
Corresponding
Colleague Code (PERSON: MARITAL.STATUS) |
Validation Description |
D |
D |
Divorced |
E |
E |
Separated |
M |
M |
Married |
P |
P |
Domestic Partner |
S |
S |
Single |
W |
W |
Widowed/Widower |
(Null) |
CO |
|
Religion
Use the table below when entering Banner religion codes.
|