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  • Digital Library Technologies Group
  • Baker-Berry Library
  • Hanover, NH 03755
 

Banner Student to Millennium patron record conversion

Input Data

Banner Student data is supplied in a file containing one line per record (person).

The data is in a fixed format as follows [field name(field length)]:

dart_id(6), name(32), SSN(9), hinman_box(4), local_phone(13), home_street1(30), home_street2(30), home_street3(30), home_city(20), home_state(2), home_zip(10), country(28), home_phone(13), local_street1(30), local_street2(30), local_street3(30), local_city(20), local_state(2), local_zip(10), major(4), dplan(1), class_year(2), grad_term(3), stype(1), statcat(1), ptype(3), descript(1)

The SSN field only contains a Social Security Number if the dart_id is less than '85000'. Otherwise it contains the dart_id with the check digit mapped to a two-digit number (A=01, B=02, etc) and in either case it goes into the Alternate ID field in Innopac.

These are defaults which may be reset by data either read from the record or set during the record processing.

Set the home library to 'dart'.

Set the ptype to '000'.

Set the descript to 'z'.

Set the stat_cat to 'u'.

Set the dept/affil (pcode3) to '000'.

Set the pmessage to ' ' (space).

Record Processing

Valid dart_id's are looked up in the DND to get an email address for notices.

Ptype and stat_cat are set from the values in the record.

If the descript is blank, set it to '-' otherwise set it to the value in the record.

If the class_year is a 2-digit number this is either an undergrad or a Tuckie. If the descript is 't' then set the classification field to 'TU' (Tuck) otherwise set it to 'UG'. If the class_year is not a 2-digit number then the code maps to an entry on the class_codes table (which is defined in the filter).

If the class year is 'DM' (Med student) construct a class_year from the first 2 digits of the grad_term field and turn it into a 4-digit year.

Set the dept_affil field by looking up the major code in the majors table (in the filter).

If the dplan is 'L' and the ptype is '001' (grad student on leave term) set the mblock to '-'.

If the dplan is 'A', 'D' or 'N' (admin withdrawal, deceased, not enrolled) set the mblock to 'a', 'd' or 'n' respectively.

Otherwise set the mblock to '-' (not blocked).

Set the expiration date to either the date they expect to get their degree (if they are an undergrad and if they have a valid grad_term set) or 1 year from 'today', whichever is earliest.

Create a local address from the Hinman box if one was supplied.

If the student is not in residence this term use the home address and telephone, otherwise use the local address and telephone.

If this is a grad student the major department info doesn't determine dept_affil so set that to '000'.

If there's no dart_id, set pcode1 (descript) to 'q'.

If there's no ptype, set the ptype to '255'.

If there's no descript, set the descript to '-'.

If there's no stat_cat, set the stat_cat to '-'.

If there's no dept_affil, set the dept_affil to '000'

Error Conditions

Records with no name are skipped.

Records whose stype is 'S' (special) or 'X' (transient) are skipped.

Records whose dart_id is empty or invalid are skipped.

BANNER Export format

The fields are fixed length as follows:

START  END  SIZE  DESCRIPTION                  Format/Comments
1    6     6  Dartmouth ID
7   38    32  Name                         Last, First Middle Suffix
39   47     9  SSN                          (if available)
48   51     4  Hinman Box
52   64    13  Local phone                  (xxx)xxx-xxxx
65   94    30  Home address street line 1
95  124    30               street line 2
125  154    30               street line 3
155  174    20               city
175  176     2               state code
177  186    10               zip
187  214    28               country         (if not USA)
215  227    13  Home phone                   (xxx)xxx-xxxx
228  257    30  Local address street line 1
258  287    30                street line 2
288  317    30                street line 3
318  337    20                city
338  339     2                state code
340  349    10                zip
350  353     4  Primary major                (if available)
354  354     1  Dplan for current term       (for undergrads)
355  356     2  Class year                   (see below)
357  359     3  Expected grad term           YYT (term values below)
360  360     1  Banner student type          (list below)
361  361     1  stat-cat                     (derivation below)
362  364     3  ptype                        (derivation below)
365  365     1  descript                     (derivation below)

Class year codes:

YR	DESCRIPTION
00	Class of 2000
01	Class of 2001
02	Class of 2002
87	Class of 1987
91	Class of 1991
92	Class of 1992
94	Class of 1994
95	Class of 1995
96	Class of 1996
97	Class of 1997
98	Class of 1998
99	Class of 1999
DM	Dartmouth Medical School
EC	ECS Program (GR)
GR	College of Arts & Science-Gr
GS	Graduate Special (GR)
LS	MALS Program (GR)
SC	Special Community (UG)
SD	UCSD Exchange (UG)
SX	Summer Special (UG)
TH	Thayer School of Engineering
TU	Amos Tuck School of Business
UG	College of Arts & Science-UG

Expected graduation terms:

T =
1 winter
3 spring
6 summer
9 fall

Student type codes:

S	DESCRIPTION
0	Undeclared
C	Continuing
G	New Graduate Student
N	New First Time Freshman
P	New Professional Student
S	Special
T	Transfer
X	Transient

stat-cat field definition:

if student is dead 'x'
else if student level is 'UG' 'u'
else 'g'

ptype field definition:

if student is dead '000'
else if student type is 'S' '000'
else if student level is 'UG' '000'
else '001'

descript field definition:

if student is dead 'd'
else if student type is	'X' 'v'
else if student level is 'UG' 'x'
'GR'		'x'
'DM'		'm'
'TU'		't'
'TH'		'e'
else blank

Dplan codes

Code	Description
-	Finished, but not graduated
?	To be determined
A	Administratively Withdrawn
D	Deceased
L	Leave
N	Not Enrolled
NS	Not Coming
O	On Off-Campus program
O	AF FREN LSA Arles
O	BA SPAN FS Baires
O	BF FREN LSA Blois
O	BG GERM FS Berlin
O	BS SPAN LSA Barcelona
O	CB BIOL FS
O	CP PORT LSA Curitiba
O	DE ENGL FS Dublin
O	EP PHIL FS Edinburgh
O	ER REL FS Edinburgh
O	FA ARTH FS Florence
O	FZ ASIA FS Fez
O	GC CLAS FS Greece
O	GM GEOG FS Mexico
O	GP GEOG FS Prague
O	GS SPAN LSA Granada
O	GW ENGL FS Glasgow
O	HE ENVS FS Harare
O	JK ASIA FS Kanazawa
O	LD DRAM FS London
O	LE ENGL FS London
O	LF FREN LSA Lyon
O	LG GOVT FS London
O	LH HIST FS London
O	LM MUS FS London
O	LR RUSS FS Leningrad
O	MD SPAN FS Madrid
O	MG GERM LSA Mainz
O	MR RUSS FS Moscow
O	MS SPAN LSA Morelia
O	NE ENGS FS Nairobi
O	NG GERM LSA Berlin
O	PA AMEL FS Beijing
O	PI ITAL FS Padua
O	PM SPAN LSA Puebla
O	PR RUSS FS St. Petersburg
O	PS SPAN FS Puebla
O	QS SPAN LSA Queretaro
O	RC CLAS FS Italy
O	RI ITAL FS Rome
O	RP PORT LSA Rio de Janeiro
O	SI ITAL LSA Siena
O	SS SPAN FS Salamanca
O	TA ASTR FS Tucson
O	TD ENGL FS St. Augustine
O	TF FREN FS Toulouse
O	TK AMEL FS Tokyo
O	UP PORT FS Curitiba
O	WE EARS FS
O	WG GOVT FS Washington DC
O	WZ EARS FS West US & New Zealand
P	Provisional
R	Resident
T	Transfer term elsewhere
X	On College exchange
X	AM Amherst College 12-coll. exch
X	BO Bowdoin College 12-coll. exch
X	CA Univ. of Calif. at San Diego
X	CO Connecticut College 12-coll.
X	GE German Exchange (Fed. G.Am Cl)
X	HU Hungary Exchange (Karl MarX	U)
X	JA Japanese Exchange (Keio Univ.)
X	KA Kazan State Univ.
X	KB Keble Exchange (Oxford, Eng.)
X	MA Univ. of Mass. (Beijing,China)
X	MC McGill Univ. Montreal, Canada
X	MO Morehouse College (Atlanta,GA)
X	MT Mt. Holyoke Coll 12-coll. exch
X	MY Mystic Seaport Exchange
X	NT National Theatre Inst 12-coll.
X	SM Smith College 12-coll. exch
X	SP Spelman College (Atlanta, GA)
X	ST Stanford Exchange
X	TR Trinity College 12-coll. exch
X	VA Vassar College 12-coll. exch
X	WH Wheaton College 12-coll. exch
X	WI Williams College 12-coll. exch
X	WL Wellesley College 12-coll. exc
X	WS Wesleyan University 12-coll.exc

Notes pertaining to the conversion from SIS to Banner (back in 1998)

1. There's no longer a classification field. This was the field that held values like FR (Freshman), GE (Thayer), GEG (Thayer-Special), GM1, (Med-1YR), SC (Spec-Comm).

This field was used to set the Classific, ptype, descript and stat_cat fields in Millennium.

For ptype my program was only setting the values 000 (undergrad) or 001 (grad student), so they're the only values relevant to this discussion.

Banner will output the ptype, descript and stat_cat fields all pre-set based on the above criteria (which matches what my program was doing):

The Classific variable length field will have slightly different values because the data is less-specific from Banner. These are the codes I'll be loading:

DM	MED
EC	ECS Program
G	GRAD-A&S
GS	GRAD-A&S-SPEC
LS	MALS
SC	SPEC-COMM
SD	UG-UCSD
SX	GRAD-A&S-SPEC
TH	THAYER
TU	TUCK
UG	UNDERGRAD

2. Right now, a DPlan is guaranteed to be set in Banner only for undergrads. The various graduate schools are talking about using it, but haven't decided yet. In the filter program the DPlan was used to determine whether the student was in residence or not. If they were not in residence, then their record was loaded with a mblock set to block privileges. Their in residence status also told us which address and phone to list as ADDRESS1 and PHONE1.

As I read the program, it looks like we defaulted to granting privileges for grad students if there was no DPlan assigned in SIS. I have kept the same logic here.

3. Social Security numbers are optional in Banner records. DartID is the only mandatory unique identifier. I have set up the program to reject any record that does not have a DartID. If the SSN is present in the Banner record, I'll load it into Innopac. But it won't be an error if it is missing.

Last Updated: 1/5/12