Heuristics

 I.  ESTABLISHED:

A. People DB

 ( see below:  III. Field Definitions )

1. 1. Business Rules:

1 . Business offices to have a permanent assignment of the students who are working with PIs in their division. Offices, keys etc for the students are handled in the business office and unless there is a major change (e.g. new advisor in different business office) this would stay fixed throughout the student's tenure.  The people database record should NOT be modified to reflect quarterly changes in the source of student funding.

Graduate students: 1) the department enters information for all incoming students, 2) these records are handed over to the business office early in the first year.   ( J. Gee addressing concern brought by D. Boomer of CASPO.  April 2015 )

Automated reports should provide business offices with information to determine grad students' advisors.   Will generate this report.

B. Scripps Directory

1. "Dept/Division" is a calculated value where

1. 1. if `business_office` exists use it

   2. else if `home_dept` exists use it  ( via PPS )

   3. else if `dept`s exist use any one of them (= People 'Dept Affiliation' field )

2.  Similarly, "Title" is also a calculated value where

1. 1. if  'Directory Title' exists use it
   2. else if `display_title` exists use it
   3. else if `title` exists use it  (= People 'Working Title' (via Blink))
   4. else if `sio_role` exists use it
   5. else if `pps_role` exists use it  ( FYI, this data is not used anywhere else on SIO web sites )
      
      

C. Scripps Scholars

CONTACT (sidebar)  

1. 1. mailcode

   2. phone

   3. home_dept (PPS)

      i. dept

      ii. display_title

      d. title = working title (via Blink)

      e.sio_role

      f. nickname

      people_id (internal)

DEPT BLOCK - (header)

1. 1. business office (* mandatory)

   2. home_dept

2. 1. 1. dept

      2. display_title

      3. title = working title (via Blink)

      4. sio_role

FRONT (view)

1. 1. people id

   2. business_office

   3. home_dept

2. 1. 1. dept

      2. display_title

   2. title  = working title (via Blink)

      1. sio_role

3. 1. phone (if empty, will not display)

   2. mail_code (if empty, will not display)

D. Scripps Profiles

        E.  Faculty List

            /wiki/spaces/SIOMEGA/pages/54072965

*** Other heuristics on MegaSite:  PHP modules...  /wiki/spaces/SIOMEGA/pages/54073070 

   II. PENDING: 

1. Current List for PO Curricular Groups:

https://scripps.ucsd.edu/doctoral/program-areas/physical-oceanography-po

Question for Web Committee: Where should these folks maintain web visibility?:

Scripps Scholars
Scripps Profile
Scripps Directory
Curricular Groups Member display ( do all members interact with students  ??) 

Additional question for Web Committee: What’s the protocol if member requests to not be listed?

Do we maintain web visibility for some and/or all of the following:
Scripps Scholars
Scripps Profile
Scripps Directory
Curricular Groups Members display = OR ≠ Curricular Group Mentors (where Mentors interact with students  - students can contact these members) ??

2.    Lal, Devendra  :  seeking further clarification.  His record was never updated by HR - all updates were automated in PeopleDB via campus uploads.  Currently doesn't have an sio_role and UCSD status is 'Active' via an apparent 'override':

| 6134507 | UPDATE | pps_status | Separated |Active | Y | 365 |

Ed Frieman :  had sio_status set to 'Deceased' by Michelle Park in October 2013.  In October 2014, Tomo changed UCSD_Status from 'Active' to 'Separated'.  

On Oct 6, 2014, at 2:58 PM, Tomohisa Kusano <tkusano@ucsd.edu> wrote:

we had manually set his record to show up indefinitely
on directory when he separated in PPS on Apr 2013.

I just removed that setting;
directory info will automatically update to reflect this within an hour.

When should  'Deceased' be set in sio_status ??   If so, what should this flag accomplish ??  we could come up with definitive rules when SIO Status = Deceased and Display Title has  a value  

Scripts Profile is 'active'; in perpetuity ??

Should he continue to be active in Scripps Scholars ??  

On what pageShould there be mention of the Obit ??  How about for  Ed Frieman ??

"Also, ... there is a special case for Lal to not display his contact info." ( via Edgar )

3.   Edge Cases ??  

a.  Maya deVries:  Notified Michelle Jared of last name discrepancies.   ( I did contact Maya and said that 'deVries'  is her preferred convention even though it doesn't match her Passport and SS name, which is why it is 'wrong' in PPS.  

Active& 'No'  https://siointra.ucsd.edu/secure/people2/report.php?r=6b3553a2

(Monica Bailey is apparently not reporting on this field even though she was one of the main data entry HR people to use field.  Another was Michelle Parks who is no longer here.)

11.  Clean up deprecated 'overrides' from prior version of People:

mysql> select * from people_override where active = 'Y';
+-----------+--------+------------+--------------------------------+----------+--------+-------------+
| people_id | action | field      | value1                         |
value2   | active | override_id |
+-----------+--------+------------+--------------------------------+----------+--------+-------------+
|   4476042 | INSERT | home_dept  | DEVELOPMENT                    |
NULL     | Y      |          53 |
|   6356661 | INSERT | pps_status | volunteer                      |
NULL     | Y      |          29 |
|   8315078 | INSERT | home_dept  | V/C DEV AND UNIV REL           |
NULL     | Y      |          32 |
|   7506211 | INSERT | home_dept  | CMBB                           |
NULL     | Y      |          40 |
|   7506211 | INSERT | pps_role   | Vis Grad                       |
NULL     | Y      |          41 |
|   7506211 | INSERT | pps_status | Active                         |
NULL     | Y      |          42 |
|   2277551 | UPDATE | pps_status | Separated                      |
Active   | Y      |          57 |
|   2277551 | INSERT | pps_role   | Volunteer                      |
NULL     | Y      |          58 |
|   1638046 | DELETE | email      | rlfisher@ucsd.edu              |
NULL     | Y      |          64 |
|   9425108 | INSERT | title      | Visiting Scholar               |
NULL     | Y      |         161 |
|   9425108 | UPDATE | pps_status | Separated                      |
Active   | Y      |         160 |
|   6607215 | UPDATE | pps_status | Separated                      |
Active   | Y      |         315 |
|   2936339 | INSERT | dept       | GRD                            |
NULL     | Y      |         155 |
|   4539812 | INSERT | dept       | GRD                            |
NULL     | Y      |         168 |
|   1166192 | INSERT | title      | Volunteer                      |
NULL     | Y      |         169 |
|   4736840 | INSERT | dept       | scripps dept                   |
NULL     | Y      |         200 |
|   6405599 | INSERT | nickname   | J. Douglas                     |
NULL     | Y      |         236 |
|   6134507 | UPDATE | pps_status | Separated                      |
Active   | Y      |         365 |
|   2085966 | UPDATE | pps_role   | Staff                          |
Academic | Y      |         364 |
|   7568822 | INSERT | pps_status | Active                         |
NULL     | Y      |         262 |
|   7568822 | INSERT | title      | Senior Director of Development |
NULL     | Y      |         260 |
|   7568822 | INSERT | home_dept  | Development                    |
NULL     | Y      |         264 |
|   5261507 | INSERT | title      | Volunteer                      |
NULL     | Y      |         298 |
|   5261507 | UPDATE | pps_status | Separated                      |
Active   | Y      |         296 |
|   5261507 | INSERT | pps_role   | Volunteer                      |
NULL     | Y      |         301 |
|   5985861 | UPDATE | pps_status | Separated                      |
Active   | Y      |         309 |
|   5985861 | INSERT | pps_role   | Academic                       |
NULL     | Y      |         311 |
|   5985861 | INSERT | acad_role  | Visiting Scholar               |
NULL     | Y      |         312 |
|   2085966 | UPDATE | acad_role  | Academic Coordinator           |
Director | Y      |         363 |
|   9745504 | INSERT | section    | BIO                            |
NULL     | Y      |         350 |
|   2468836 | INSERT | section    | EARTH                          |
NULL     | Y      |         351 |
|   3535194 | INSERT | section    | OCNS&ATMOS                     |
NULL     | Y      |         353 |
+-----------+--------+------------+--------------------------------+----------+--------+-------------+

III. Field Definitions:

Special:    sio_status

Bold & Italics = People DB 'active'

IV. Tool Tips:   https://sio-stash.ucsd.edu/projects/SSA/repos/sio-people-database/browse/config.xml

V.  Stored Procedures:

A.  Candidates

  1. heuristic for the large font 'name+dept+sio role'  used in the View/Edit page, top left:   <last name> <nickname (if exists) | first name> < middle initial> <home department> < so_role>

( as for Davidson somebody needs to save a new business_office for him.      Sent email to Monica and Diane. -lxa   Monica confirmed change on 2/25/15. )

2. Proper Capitalization of People's names.  ( brought up by James )

3.  'Sabbatical' and 'Appointment Pending' values in sio_status... make the record ‘Active’  (via Tomo )

 4. SIO End/Departure Dates set Flag to remove Person from directory. ( Sea Grant issue, discussed with Tomo already )

5.  Delete erroneous records.

B.  Approved

C.  In Production

VI. Attachments:

VII. NOTES:

*****

Curricular Groups Member display on SIO Mega (specific to Physical Oceanographers):
https://scripps.ucsd.edu/testemilik

Current List for PO Curricular Groups:

https://scripps.ucsd.edu/doctoral/program-areas/physical-oceanography-po

***reference attachment 1A. for logic

Proposed People DB instructions to data stewards If Emeritus / Mentor (i.e. interacts with students)


Display Title: Emeritus
SIO Status - one of the following: 
RTAD
RTAD PENDING
RETIRED

*****  other options:

Deceased

Appointment Pending

Sabbatical

Other Pending Issues:

****

VIII. Meeting Minutes     ( action items in ()s )

A.  February 25, 2015 Web committee 

• Needs: 
  1. Reporting - Jeff Gee
  2. Stored Procedures - Web programmers 

• Freeman Gilbert should be taken care of after new rules are implemented.
  
  

• from I. Established:  

I. C. Scripps Scholars

CONTACT (sidebar)   heuristics missing Business Office check.   (Luis to JIRA for Edgar)

• from II. Pending:

 1.  Members by Curricular Group.   Requested by PO & IGPP -  (Jeff Gee says each division will provide a static list to web group to be used on Mega Site.  He will send email to department heads. )

 2.  Deceased people:    As soon as flag is set in sio_status, remove from directory,  add link to obituary notice in Profile and update title to reflect DOB - DOD, and Scripps Scholars site will remain up in perpetuity if it was pre-existing.  Landing page will not display deceased person in list of Scripps Scholars sites.    (Luis to Store Procedures )

(Luis to notify HR data stewards of new Decease flag.)

3. It is confirmed we follow official PPS name.    (Luis to notify HR data stewards of new protocol)

Added to Stored Procedures.

4,6,7.  The SIO Separation, SIO Departure fields and Past Affiliate values need to be checked to determine  'active' vs 'inactive' at SIO.  PostDocs and Grads' Scripps Scholars sites should remain accessible for 1 year after person is considered 'inactive'.   If value: Past-affiliate is set in sio_status AND (Separated Date OR  Departure Date) is in past, then person's profile and directory listing are immediately unpublished.  ( Luis to JIRA )