Categories

Purpose:

Categories have long been a confusing part of the Shuksan system. They are provided via the whatami tool and other tools to many different applications but have had very little documentation provided with them. This document will attempt to give a better understanding of what categories are and how they should be used.

Background:

The primary role categories is to define Uniform Access (UA) service sets for UW NetIDs. Categories also define a UW NetID's affiliations as well as defining a UW NetID's type. These three roles have caused a large increase in the number of categories and have created confusion and complexity in Shuksan. Over the past couple of years the number of categories has expanded from 8 to roughly 40. There are many categories that only exist to define different affiliations and have the exact same UA service sets. There categories that were created to distinguish the UW NetID type. There are also categories that only define a service set and do not define an affiliation, which makes it confusing to when attempting to look at affilations.

The person registry team is in the process of providing a better way to show affilations and will most likely provide something that defines UW NetID type. At the point that this is developed there should no longer be a dependance upon categories to show affiliations and it will not only greatly decrease the complexity of categories but it will also limit the applications interested in categories to only ones who are tied to UA services.

Categories can be associated with a source record as a primary source category or a as an extended source category. They can also be associated with the UW NetID record as a sourceless extended category.

Scope:

This document focuses on the types and affiliations of category. It does not specify the service set each category has.

Source Codes:

Below is a list of the data sources in the shuksan table. For more information on source codes visit the whatami v1 support pages.

Code Source Short Description

1 Faculty/Staff UW Employee Database (HEPPS)

2 Student UW Student Database (SDB)

3 Clinician Clinician feed from MCIS

4 AVF Auxiliary Validation File - Maintained by C&C accouting office

7 Advance Feed from database used by the Office of Developement and the Alumni Association

UW NetID Types:

There are four different types of UW NetIDs. With a few exceptions, the UW NetID Type can be determined by looking at the category and source.

Code Name Short Description

P Personal A UW NetID that belongs to a single person for life.

S Shared A group UW NetID.

R Reserved A system account that should not generally be used to authenticate.

T Temporary An account that is used by a single person but only temporarily.

Categories:

Category	eduPerson Affiliation	Name	UW NetID Type	Source(s)
1	Source 2: student, member Source 4: affiliate	Undergraduate Student	P	2,4
2	Source 2: student, member Source 4: affiliate	Graduate Student	P	2,4
3		External	S	4
4	Source 1: employee, staff, member Source 4: affiliate	UW staff	P	1,4
5	Source 1: employee, faculty, member Source 4: affiliate	Faculty	P	1,4
6		System overhead	R	4
7		~~Other (retired)~~
8		Billed accounts (research)	S	4
10		Mail List	R	4
11		Departmental Accounts	S	4
12		Course Accounts	S	4
13	affiliate	Clinician	P	3,4
14	employee, staff, member	Student Employee	P	1
15	affiliate	Affiliate Employee	P	1
16	alum	Alumni	P	7
17	affiliate	Clinician (NetId only)	P	3
18	student, member	EO Techfee Student	P	2
19	student, member	Non-Techfee Student	P	2
20	affiliate	Applicant	P	2
21		SAO Account	S	4
22		Clinical Supplemental	S	4
23		Clinical Supplemental (no svc)	S	4
24		Supplemental Account (no svc)	S	4
25	affiliate	Person (no svc)	P	4
26	affiliate	Patient	P	3
27		C&C System Administration	S	4
28	affiliate	Development Affiliate	P	7
29	affiliate	MyUW.net Paid
30		~~Caccluster (retired)~~
31		Grandfathered 2MB Student
32		MGH staff
33		Temporary Patron	T	4
34	member	Retired Staff	P	4
35	member	Retired Faculty	P	4
36		Red User
37		Shiva User
38		Green/Bank User
39	affiliate	DLC Student	P	4
40	affiliate	DLC Educator	P	4
101		Temporary #1	R
102		Temporary #2	R

Detailed descriptions:

Undergraduate Student (1):

SDB Source - If you want to completely understand when a person will receive an undergraduate category 1 or any other category from the student database you will need to read the derivation of SDB category document, however basically this category represents an undergraduate student from the SDB Source. In order to be in this category the individual must have a sdb_class code of greater than 0 and less than 7 and have one of the following sdb_status codes:

sdb_status:      Description:
A                Admitted for a future quarter and has confirmed intent 
                 to enroll by paying the Enrollment Confirmation Deposit.
E                Actively enrolled for the current quarter. This is higher
                 than the official 10th day count because that count
                 excludes extension students and others not taking any
                 state-funded classes.
P                Not enrolled for the current quarter, but have registered
                 for a future quarter.
X                Former Student

AVF Source - Several different individuals end up in the AVF with a primary category of 4.
- Student not Currently Eligible - Undergraduate students that are temporarily not eligible for computing services through the SDB but have been deemed eligible for service.
- Snapshot Accounts - When a snapshot is created of an individual's account for a Supoena, PRO office request, AG request then if the account is owned by a UW Student the account is assigned category 4.

Graduate Student (2):

SDB Source - To get a more complete understanding of who will be assigned this category read the derivation of SDB category document. The category represents graduate students including graduate students on leave. Any individual in the SDB with a sdb_class code of greater than 6 and one of the following status codes is assigned a a category 2.

sdb_status:      Description:
A                Admitted for a future quarter and has confirmed intent 
                 to enroll by paying the Enrollment Confirmation Deposit.
E                Actively enrolled for the current quarter. This is higher
                 than the official 10th day count because that count
                 excludes extension students and others not taking any
                 state-funded classes.
L                Graduate students not enrolled now, but on an approved
                 leave of absence.
P                Not enrolled for the current quarter, but have registered
                 for a future quarter.
X                Former Student

AVF Source - Student not Currently Eligible - Graduate students that are temporarily not eligible for computing services through the SDB but have been deemed eligible for service.

External (3):

AVF Source - There are a small number of groups outside the UW who have been grandfathered UW group accounts. These are pay through with an external budget number. We do not create new accounts but this category is here to honor existing acounts.

UW staff (4):

HEPPS Source - This is derived directly from the Employee Type field in the UW HR database. The following Employee Types are listed as category 4.
```
Employee Type:		Name:
B     		 	Bargaining Unit Staff
C		 	Classified Staff
D 			Hall Health Physicians
E		 	Professional Staff
H 			Hourly Staff in Classified Titles
I		 	ICA Contract Staff
P 			Print Plant Staff
S 			Stipend Recipients
T 			Temporary Staff
```
Additional info on staff job classes can be found at Professional Staff Payroll Titles and Classified Staff Job Specifications.
AVF Source - Several different individuals end up in the AVF with a primary category of 4.
- Departmental Sponsored Individuals - Individuals whose computing services sponsored by a UW department.
- Staff not Currently Eligible - Staff members that are temporarily not eligible for computing services through their Payroll affiliation but have been deemed eligible for service.
- Snapshot Accounts - When a snapshot is created of an individual's account for a Supoena, PRO office request, AG request then if it is a UW Staff or Faculty Member the account is assigned category 4.

Faculty (5):

HEPPS Source - This is derived directly from the Employee Type field in the UW HR database. The following Employee Types are listed as Category 5.
```
Employee Type:		Name:
F		  	Faculty
N 			Courtesy Faculty
R		 	Retired Faculty (emeritus & supplemental pay)
```
Additional information on faculty job classes can be found at Faculty and Academic Staff job class codes.
AVF Source - Faculty not Currently Eligible - Faculty members that are temporarily not eligible for computing services through their Payroll affiliation but have been deemed eligible for service.

System overhead (6):

AVF Source - System accounts and listproc lists.

Other (retired) (7):

This category used to identify all shared accounts. The need to specify different UA service sets for shared resources made this category obsolete. It is no longer used. Billed accounts (research) (8):

AVF Source - Billed group accounts for faculty or staff at the UW who want to use UW computing recources for projects not affiliated with the University.

Mail List (10):

AVF Source - Entries are made for mailman lists in order to reserve UW NetID name space for @u.washington.edu forwarding.

Departmental Accounts (11):

AVF Source - Departmental accounts support the electronic presence of a UW department or unit, or support business of the unit requiring multiple people to have access to a single account.

Course Accounts (12):

AVF Source - Course accounts support the activities of a single UW course or course section.

Clinician (13):

Clinician Source -
AVF Source - Snapshot Accounts - When a snapshot is created of an individual's account for a Supoena, PRO office request, AG request then if it is a Clinician the account is assigned category 13.

Student Employee (14):

HEPPS Source - This is derived directly from the Employee Type field in the UW HR database. The following Employee Types are given a category 14.
```
Employee Type:          Name:
G                       Graduate Student Employee
U                       Undergraduate Student Employee
```

Affiliate Employee (15):

HEPPS Source -This is derived directly from the Employee Type field in the UW HR database. The following Employee Type is given a category 15.
```
Employee Type:          Name:
V			Affiliate
```
The only type V affiliates that are currently imported into the Person Registry are the Howard Hughes Affiliates (job class 0998). There are plans to import the rest of the affiliates into personreg.

An affiliate is a person who works on campus at least 3 days a week with a minimum appointment of 1 year who is not an employee. Some examples of affiliates that are in HEPPS are, State Auditors, Halibut Commission employees, Assistant Attorney Generals, and Henry Art Gallery Employees. There are currently 4 job classes with a type V employee type:
```
  Job Class              Service Set / Description
  0996                   not in use
  0997                   Affiliates w/ Campus directory information
  0998                   Howard Hughes Affiliates
  0999                   Affiliates w/ Campus directory and Husky card.
```

Alumni (16):

Advance Source -

Clinician (NetId only) (17):

Clinician Source -

EO Techfee Student (18):

SDB Source -

Non-Techfee Student (19):

SDB Source -

Applicant (20):

SDB Source -

SAO Account (21):

AVF Source - Student Activity Office (SAO) group accounts provided to official student clubs.

Clinical Supplemental (22):

AVF Source - Specialized UW Medicine departmental accounts that may be used to communicate patient-identifiable health information (PHI).

Clinical Supplemental (no svc) (23):

AVF Source - Specialized UW Medicine departmental accounts that may be used to communicate patient-identifiable health information (PHI) but are only assigned a password and forwarding (no other services).

Supplemental Account (no svc) (24):

AVF Source - There are several different types of cat 24 accounts:
- Vendor Accounts - accounts for for venders to test authentication with UW NetIDs.
- Group Accounts w/ no services - group accounts that only need @u forwarding and the ability to authenticate.

Person (no svc) (25):

AVF Source - Minimum service sponsored inviduals - Individuals who only get @u email forwarding and a password.

Patient (26):

Clinician Source - Patients entered by UW Medicine ITS on a very small scale for several trials.

C&C System Administration (27):

This is an extended category to give permission for special UA service sets to a UW NetID. Development Affiliate (28):

Advance Source -

MyUW.net Paid (29):

This category is a sourceless extended category used to provide MyUW.net services to MyUW.net customers. Caccluster (retired) (30):

This category was originally used to identify individuals with a NDC account (Red, Shiva, Bank, or Green). It is no longer used. Grandfathered 2MB Student (31):

This is a category to permit a specific set of former students for access to a 2 MB email INBOX on the UW mailer cluster. MGH staff (32):

This is a category to give special permission to Computing & Communications Client Services and Learning Technologies consultants for specific UA services. Temporary Patron (33):

AVF Source - Temporary reusable UW NetIDs that are currently used on a small scale by several different groups.

Retired Staff (34):

AVF Source - Used to continue UA services of retired staff. This is not a good category to use to determine if someone is retired.

Retired Faculty (35):

AVF Source - Used to continue UA services of retired faculty. This is not a good category to use to determine if someone is retired.

Red User (36):

This extended category identifies that someone has a red account and is therefor eligible for special UA computing services. Shiva User: (37)

This extended category identifies that someone has a shiva account and is therefor eligible for special UA computing services. Green/Bank User (38):

This extended category identifies that someone has a bank or green account and is therefor eligible for special UA computing services. DLC Student (39):

AVF Source - This is a Digital Learning Commons (DLC) individual. It actually may be a student or employee in the K-12 system.

DLC Educator (40):

AVF Source - This is a Digital Learning Commons (DLC) individual that is eligible to reset and maintain accounts for certain category 39 individuals.

Temporary #1 (101)::

For internal testing only. Temporary #2 (102):

For internal testing only.

Code	Source	Short Description
1	Faculty/Staff	UW Employee Database (HEPPS)
2	Student	UW Student Database (SDB)
3	Clinician	Clinician feed from MCIS
4	AVF	Auxiliary Validation File - Maintained by C&C accouting office
7	Advance	Feed from database used by the Office of Developement and the Alumni Association