Rensselaer Directories Jon Finke Server Support Services Agenda

Rensselaer Directories Jon Finke Server Support Services

Agenda • • • Data Flow Directory Administrators Dirinfo How to make changes TSV file (Tab Separated Values) Futures

Data Flow

Data Sources • Banner – Finance – HR/Payroll • Telecom • Departmental Administrators • Individuals

Types of Data • Department Hierarchy • Person Master Record – Last Name – First Name • • Titles Address/Phone Other Directory Information Additional Department Affiliation

Finance Department Hierarchy

Directory Department Hierarchy

Department Info • • ORGN Parent Department (ORGN) “Common Name” Abbreviation Include Department in the Directory Include Staff Alternate Department

Directory Master • Last Name, First Name • Include in the Directory – Employment Status – Department – Job Classification – Manual Override • Department – Payroll – Directory

Titles • Picked up automatically from Banner – ADS. ZFACTSTAF • Manual Overrides are possible by the Department Administrators. • One Title person! – Well, there is an alternative

Address Data Flow Dirinfo HR Simon (Change Queue) Banner (Spraddr) Simon Directory Address Printed Directory Online Directory

Similar Paths • Publish Home Address • Telephone (sprtele) – Campus – Home – Publish Home Address • Preferred First Name (spbpers)

Non Banner Info • • • Fax Number Preferred Email Address Home Page URL RPI Class Year Family Info (name)

Addition Department Affiliation • • • Manual Process Add a person to a department. Only appears in the Department Directory Titles selected from list. Not available via the web (yet). All other info the same

Auxiliary Entries • Things that are not departments, not people. • Might belong to a department – Library Reserve desk • Might stand alone – Computer Dialup Line • University Telephones

Directory Department Administrators • • You Guys! Departments can have more than one You can admin more than one department Can make changes to directory info on behalf of people in that department • Departments are People too!

Dirinfo • Character Based Tool – Available on RCS – Was available on Banner (older version) – Being phased out • Web Based Dirinfo page – http: //www. rpi. edu/dept/tele/ – Department Administrator – Bookmark it!

Making Changes • Display the Person • Type over the text in the fields you want to change • Press the “Update Record” button • Changes will appear online overnight

Tab Separated Values Files • • Snapshot of everyone you can administer Can go automatically into a spreadsheet Additional sorting/processing up to you. Available at the directory admin page

Futures • Admin Assistant Entry – Department Head at start of department listing • • • Secondary Department Affiliations Division or Department Directories Additional Fields for TSV files Emergency Contact Info? What else?