Department Analytics Project Data Capture Guidelines

TARGET AUDIENCE
Department Analytics Curation Teams

PURPOSE OF THIS DOCUMENT

This document provides an overview of the Department Analytics Project and describes the
workflow and specific policies that must be followed in collecting faculty data for the project.

BACKGROUND, OVERVIEW AND PROJECT GOALS

Background:
Departments are central to every university, and they concentrate on several critical activities:

1. Talent Acquisition: Attracting the right faculty and students

2. Funding and Performance Assessment: Evaluating their financial health and overall
performance
3. Promotion and Recognition: Identifying and showcasing the achievements of
individuals within the department
4. Predictive Analytics: Understanding the potential impacts of faculty changes, such as
the departure of a faculty member or the arrival of a new one, on the department’s
research strengths, student outcomes, and funding.
5. Peer Comparison: Comparing and benchmarking across similar departments and
universities to devise better strategies, develop new ideas and plans to compete and
grow.

We are developing a new module called the Departmental Analytics Module within an Elsevier
product called SciVal that will enable departments to perform the activities above efficiently and
accurately.

DEFINTIONS
Faculty: The term faculty may be used to refer to individuals or organizations. It can refer to
individuals involved in teaching, research, and administration at a university, college, or other
educational institution. See for example the list of faculty at the Economics Department at
Harvard University. It can also refer to organizations within a university such as Harvard
University’s Faculty of Arts and Science or the Faculty of Arts and Sciences at Rutgers
University-Camden. In this document when we use the term faculty, we mean individuals and
not organizations.

PROJECT OVERVIEW
The goal is to build a robust data infrastructure or "data spine" to support the new Departmental
Analytics Module. We will follow the approach outlined below:
  Initial Data Collection: Start by gathering data independently to build a foundational
dataset.
 Contributory Data Strategy: Encourage universities to contribute their own data, such as
faculty rosters and PhD student information, which will be integrated with our collected
data. This strategy addresses the "cold start" problem by using initial data to attract
further contributions from universities.

The data spine we’re creating will underpin the Departmental Analytics Module and feed into a
front-end interface within SciVal.

The initial focus is on collecting data only for academic organizations. In future we may collect
data for corporate, nonprofit, governmental, and other types of organizations. We will collect the
specified data for around 150K faculties for various departments at 50 universities in the US.
The data will be captured initially in spreadsheets. Once the PersonTool is ready, data will be
captured in the PersonTool instead of spreadsheets.

WORKFLOW OVERVIEW
Step 1:

Picking up tickets:

Pick up the assigned Jira tickets. Each ticket will contain a link to a dedicated folder.

What’s in the Folder:

 Data Model Template

 A sample Excel file with data already populated for all the fields for an example
department to be used as a reference (labeled “sample:)
 An Excel file for the department to be worked upon with pre-populated data for the first 9
field (labeled “department-ticket”)
 An Excel file for the department in the “department-ticket” file with some of the data
automatically prepopulated (labeled "LLM")

Step 2:

 Change the status to "Working on" in Jira

 Identify the assigned department from the ticket
 Review department-ticket details: Examine the FacultySourceTargets information and
the FacultySourceURLs provided
 Open the prepopulated LLM spreadsheet
 Go to the department's official webpage
 Validate that for the first 9 fields that the data is the same in the LLM spreadsheet and
the department-ticket file. If discrepancy go to the departmental directory webpage
(FacultySourceURL), If unsure escalate to QA
  Verify the accuracy of the rest of the prepopulated data in the LLM Sheet using the
Guidelines provided in this document.
 Make corrections or additions to the LLM sheet as needed based on the guidelines
provided in this document
 Add a comment in the comments column as “Added” for the newly added faculty by
suppliers, “Deleted” for the faculty which do not belong to the department and
“Duplicate” if the faculty repeated multiple times in the LLM sheet

Step 3:

 Upload the completed and validated spreadsheet in the pointed folder (file name?)
 Change the status to “Done” in Jira on completion

Step 4:

 Elsevier QA Team will retrieve the completed sheets and will perform validation of the
data
 Once validation is completed, the QA team will provide feedback in the Jira ticket
 If issues are identified during validation:
o The Jira ticket status will be changed to "Working on"
o The ticket will be reopened for necessary revisions
 The assigned team will address the feedback
 Steps 1-3 will be repeated until the QA team approves the work
OVERVIEW OF TASK
The task involves researching and compiling data for a list of faculties at various universities.
The goal is to create a list that provides detailed information about each faculty, including their
personal information, professional information, educational information, research focus, and any
other relevant details along with their corresponding Scopus IDs.

Key Steps

1. Data Collection
 Gather information on faculty members including personal details, employment
history, academic qualifications, contact information, research interests, and any
other relevant details outlined in the university’s website or faculties personal or
professional web pages.
2. Data Entry and Organization
  The data will be captured initially in spreadsheets. Once the PersonTool is ready,
data will be captured in the PersonTool instead of spreadsheets. Enter collected
data accurately. Organize the data in a structured manner according to the
specified fields and categories.
 Ensure consistency and uniformity in data formatting and presentation
3. Verification, Validation and Quality Assurance
 Verify accuracy and completeness of the entered data through cross-referencing.
 Address any discrepancies or missing information promptly through follow-up
communication and verification processes.
 Implement quality assurance measures to uphold the integrity and accuracy of
the faculty roster data.
4. Updates and Maintenance
 Regularly update the faculty roster to reflect any changes in faculty members'
personal information, employment status, academic credentials, or research
interests.
5. Compliance
 Ensure compliance with data protection regulations and organizational policies
regarding the handling and storage of sensitive faculty information.
6. Reporting and Analysis:
 Generate reports, summaries, or analyses from the faculty roster data as
requested by management or other stakeholders.

ACCURACY TARGETS

Maintain high quality in capturing the faculty data.

DELIVERY DATE
All work for the project must be completed and released by the end of the first quarter of
2025. Faculty data for 25 universities should be captured by the end of 2024 and the
faculty data for the remaining 25 universities by the end of first quarter of 2025.
TEMPLATE FOR CAPTURING DATA
Use this excel sheet template to capture the data.

GUIDELINES TO CAPTURE DATA

Sources for Data Collection

To find information about the faculty, explore the department webpages. Faculty will be listed
under various categories like People, Faculty, Core Faculty, Primary Faculty, Standby Faculty,
Associated Faculty, Visiting Faculty, Guest Faculty, Emeritus Faculty, Adjunct Faculty,
Secondary Faculty, Research Faculty, Emeritus Faculty etc.

Use the following sources:

 1. Departmental directory. The URL for the departmental directory is provided in the tickets.
2. University, departmental and faculty webpages including those where the faculty
member previously worked or obtained their degrees.
3. CV
4. Lab webpages
5. Faculty personal webpages
6. GitHub
7. Wikipedia

Do not capture data from LinkedIn and any other unauthorized third-party sources

Mandatory Fields
Data must be captured for the following fields. They cannot be left empty.

 MembershipOrgName, MembershipOrgID, MembershipMainOrgName,

MembershipMainOrgID, FacultySourceTargets, FacultySourceURLs, FacultySourceType,
FacultySourceDescription, FacultySourceOrgID.
 Name, FamilyName, GivenName
 RawFullRoleTitle, FullRoleTitle, RoleTitle
 RoleSetting, RoleStatus, RolePersona, RolePersonaType
 MembershipStatus, MembershipType, MembershipPriority
 PersonStatus
 PersonStatusSourceURLs is mandatory when there is a value populated in BirthDate and
DeathDate
 RawDegreeUniversitiesCities and RawDegreeUniversitiesCountries are mandatory when
there is a value in RawDegreeUniversities
 MembershipSourceURLs is mandatory when there is a value populated in
MembershipStartYear, MembershipEndYear
 ResearchAreaSourceURLs is mandatory when there is value populated in ResearchAreas

Controlled Vocabulary Fields

For the fields below, the data captured cannot be free text. For each field, the appropriate value
must be captured from a controlled vocabulary that will be provided.

 MembershipStatus
 MembershipType
 MembershipPriority
 PersonStatus
 PersonalPageSourceType
 RolePersona
 RolePersonaType
 RoleSetting
 RoleStatus
 Gender
Fields to Capture from Tickets
The data for the following fields will be provided in the tickets. Capture the following 9
fields from tickets. The data for these fields must match the data in the tickets exactly.

This data is pre-populated in the tickets using the guidelines below.

1. MembershipOrgName: Contains the name of the Department for which we are collecting
the faculty data

2. MembershipOrgID: Contains the OrgID of the Department

3. MembershipMainOrg: Contains the OrgName of the parent (the name of the university).

4. MembershipMainOrgID: Contains the OrgID of the parent

5. FacultySourceURLs: Contains the URL where the list of the people connected to the
Department can be found. This is the key URL that we start with to collect data.
Examples
 https://drexel.edu/coas/academics/departments-centers/english-philosophy/faculty/
This is the URL for the departmental directory for the Department of English and
Philosophy, Drexel University which provides a listing of the various categories of people
connected to the Department
 https://www.math.princeton.edu/people
This is the URL for the departmental directory for the Department of Mathematics,
Princeton University, Drexel University which provides a listing of the various categories
of people connected to the Department.
 https://music-cms.ucsd.edu/people/index.html
This is the URL for the departmental directory for the Department of Music, UC San
Diego which provides a listing of the various categories of people connected to the
Department.

6. FacultySourceType: Contains the type of the FacultySourceURL. This should be a

normalized name that describes the URL such as DepartmentPeopleDirectory or
DepartmentFacultyDirectory. See the Sources tab in the vocabulary sheet for a complete
listing.
Examples:
 If the URL is: https://www.math.princeton.edu/people, the FacultySourceType is
DepartmentPeopleDirectory
 If the URL is https://drexel.edu/coas/academics/departments-centers/english-
philosophy/faculty/, the FacultySourceType is DepartmentFacultyDirectory

7. FacultySourceDescription: Contains the names of categories of people in the source URL

for whom we want to collect data. Capture the category name exactly as it appears on the
website.
8. FacultySourceTargets: This is a normalized version of the name for the categories of
people in FacultySourceDescription. In most cases the FacultySourceTarget and
FacultySourceDescription contain the same category name. See the table below. You can
also find this in the sources tab in the vocabulary sheet.

FacultySourceDescription FacultySourceTarget
Faculty Faculty
Current Faculty Faculty
Tenure-Track Faculty Faculty
Primary Faculty Faculty
Senate Faculty Faculty
Core Faculty Faculty
Senior Faculty Faculty
Junior Faculty Faculty
Joint Faculty Joint Faculty
Past Faculty Past Faculty
Teaching Faculty Teaching Faculty
Adjunct Faculty Adjunct Faculty
Emeritus Faculty Emeritus Faculty
Research Faculty Research Faculty
Affiliate Faculty Affiliated Faculty
Affiliated Faculty Affiliated Faculty
Associated Faculty Associated Faculty
Courtesy Faculty Courtesy Faculty
Visitors Visitors
Visiting Faculty Visiting Faculty
Visiting Fellows Visiting Fellows
Voluntary Faculty Voluntary Faculty
Senior Lecturers Lecturers
Lecturers Lecturers
Instructors Instructors
Senior Preceptors Preceptors
Preceptors Preceptors
Researchers Researchers
Post-doctoral Researchers Post-doctoral Researchers
Postdocs Post-doctoral Researchers
Post-doctoral Research Associates Post-doctoral Research Associates
Affiliated Scholars Affiliated Scholars
Secondary Faculty Secondary Faculty
In Memoriam Faculty In Memoriam
9. FacultySourceOrgID: The OrgID of the department of the faculty for whom we are
collecting data from the facultysourceURL.

SeqNo in LLM sheet

Each LLM sheet will have a unique SeqNo assigned to each individual record.

 Suppliers must maintain the SeqNo provided in the LLM sheets for each faculty
member without any modifications, ensuring it remains the same as the original
input.
 If additional faculty are added, suppliers should continue the sequence from the
last number. For example, if a department's LLM sheet includes 20 faculty
members numbered 1–20, any new entries should begin with SeqNo 21 and
follow sequentially.
 Suppliers must ensure that there are no duplicate SeqNo values in the files at the
time of delivery.

Instructions to extract HTML Source Page

Save the HTML source page of each faculty source URL to ensure all faculty members
are captured.

1. Open the department page of faculty list.

2. Click CTRL+S to save the page with appropriate name (same as LLM sheet
format) with extension of .html.
3. Upload the saved html page to HTML folder of supplier's gateway.

Field Descriptions and Policies

Capture the data for the fields listed below using the guidelines described below.

 Sources: Use the sources listed in the Sources for Data Collection section above to
capture the data. Start with the FacultySourceURL provided in the ticket. If the
provided URL is inactive or does not match the provided FacultySourceTarget,
escalate to QA team.
 Focus only on the specified SourceTargets to capture the data:
o Do not capture data for Students, Pre-doctoral Scholars or Pre-doctoral Fellows
(since they are students), Alumni, Administrative Staff, or Executive Committees. In
case of any confusion or doubts escalate to QA team.
o Do capture faculty associated with programs since our focus is on departments. For
example, do not capture Graduate Field Faculty at the Department of Economics at
Cornell University or the Training Faculty at the Department of Neurobiology at Duke
 University since these are programs that involve individuals from multiple
departments.
Examples:
 Department of Computer Science, University of Pittsburgh
From the department directory link above capture only data for people listed under
o Full-time Faculty
o Part-Time Instructors
o Emeritus Faculty
o Former Faculty
o In Memoriam
Do not capture data for people listed under Staff, Alumni, CSC Officers, CS GSO
Officers, UMC Officers, WiCS Officers, Undergraduate Students, Ph.D. Students,
Master's Students, Former Staff.

 Department of Epidemiology and Biostatistics, Drexel University

Capture date for people listed under:

o Faculty
o Emeritus Faculty
o Secondary Faculty Appointments
o Affiliate Faculty
Do not capture data for people listed under Staff

 Department of Electrical and Computer Engineering, Princeton University

Capture date for people listed under:

o Faculty
o Research Staff
o Visitors

If any of the Research Staff or Visitors are students, do not capture their data. For example,
do not capture data for Visitor Bo (Percy) Peng since he is a Visiting Student Research
Collaborator

Do not capture data for Administrative Staff and Graduate Students

FIELDS

1. Name (previously called RawName), FamilyName, GivenName, MiddleName,

AliasName, NameSuffix

Name, FamilyName and GivenName columns are mandatory fields and should not be blank.

Name: Go to the Department directory website and capture the faculty names exactly as listed
on the department directory website in the Name column.
  Ensure case sensitivity when capturing faculty names. If names are listed in uppercase,
convert them to proper format with only the first letter of each name capitalized.
 Do not capture faculty Names (previously called Raw Names) from any other sources.
 Exclude prefixes such as Dr., Mr., or Mrs. when capturing names.

FamilyName, GivenName, MiddleName, AliasName, NameSuffix

 From the Name, extract and separate the Family Name, GivenName, MiddleName,
AliasName and NameSuffix
o FamilyName – this is the last name of the person
o GivenName – this is the first name of the person
o MiddleName - Middle names are sometimes fully spelt out but most commonly
only the initial of the middle name is provided as in the examples below.
o AliasName - this is an alternate GivenName that is sometimes provided on the
webpage. It is usually indicated in parentheses right next to the first name. It
must be captured only if it is provided as in the examples below. Do not add an
Alias Name by shortening GivenName for example William to Will or Dave for
David.
o NameSuffix: Sime names include a suffix such as Jr. Sr. or II

 If the MiddleName, AliasName, or NameSuffix are not found in the department directory
look for them in faculty personal websites, lab webpages, CV, GitHub and Wikipedia.
Capture them in the respective columns without altering the data in the Name column.

 Leave the MiddleName, AliasName, and NameSuffix columns blank if these details are
not found.

Examples:

Name, FamilyName, GivenName, MiddleName

1. Stephen Y. Chou Name found in the department faculty directory webpage of the
Department of Electrical and Computer Engineering, Princeton.
University.
Name: Stephen Y. Chou
FamilyName: Chou
GivenName: Stephen
MiddleName: Y. (Capture along with dot)

2. Lokchun K. Gustin Law Name found on the faculty webpage from the Department of
Philosophy, The University of Chicago
Name: Lokchun K. Gustin Law
FamilyName: Gustin Law
GivenName: Lokchun
MiddleName: K. (Capture along with dot)
 3. Tian-Ming Fu Name found on the faculty webpage at the Department of
Electrical and Computer Engineering, Princeton University
Name: Tian-Ming Fu
FamilyName: Fu
GivenName: Tian-Ming

AliasName
1. Lei (Stanley) Qi Name found on the faculty webpage at Stanford University
FamilyName: Qi
GivenName: Lei
AliasName: Stanley

NameSuffix
1. Amos B. Smith III Name found in the department faculty directory webpage of the
Department of Chemistry at University of Pennsylvania
Name: Amos B. Smith III
FamilyName: Smith
GivenName: Amos
MiddleName: B
NameSuffix: III

2. Joe Harrington name from departmental directory of the Department of Economics,

Drexel University
Joseph E. Harrington,Jr name from CV
Name: Joe Harrington
FamilyName: Harrington
GivenName: Joesph
AliasName: Joe
MiddleName: E.
NameSuffix: Jr.

2. PersonalPronounsText, Gender, GenderText, GenderSourcesURLs

PersonalPronouns: Capture PersonalPronouns for e.g., she/her/hers, he/him/his,

they/them/theira as given in the source. Capture only if they are explicitly mentioned on the
website. Do not make assumptions or infer PersonalPronounsText.

Examples: (Click on the Faculty name and check for PersonalPronouns on the website)

1. Gary Bernstein
Standing Faculty
Reese W. Flower Professor of Astronomy and Astrophysics
He/him/his
PersonalPronounsText: he/him/his
 2. Robyn Sanderson
Standing Faculty
Assistant Professor
She/her/her
PersonalPronounsText: she/her/her

GenderText
a. Capture a sentence that mentions a faculty member’s gender using pronouns like “He,”
“She,” “His,” “Her,” or “Him” or “They”, “Them” from their personal or departmental
website.
b. If such sentences are not available on the personal website, search other sources like
their CV, Wikipedia, Lab webpage, or GitHub.
c. Record the full, complete sentence that includes the gender reference from these
sources if available.
d. If multiple sentences mentioning the faculty member’s gender are available on the
website, capture just one sentence.
Examples:
 Tasneem A. Siddiqui, PhD
GenderText- She uses innovative ways to make critical scholarship/research available to
local, national, and global communities.
 Usha Sankar - multiple sentences are available on the faculty personal website. Capture
any one sentence.
a. Her research is at the intersection of air quality, health outcomes, and climate
change.
OR
b. She is one of the co-founders of Project FRESH Air (Fordham Regional
Environmental Sensors for Healthy Air) at Fordham University.

Gender: Capture gender based on the faculty's photograph, personal pronouns text, and
gender text. Use the controlled vocabulary list below to assign gender. This is also available in
the controlled vocabulary sheet.

Man
Woman
Transgender
Non-Binary
Genderqueer
Agender
Genderfluid
Gender Non-Conforming
Bigender
Other
  Assign man if the GenderText or PersonalPronouns text mentions he, his, or him
 Assign woman if the GenderText or PersonalPronouns mentions she, her or hers
 Do not assign any of the other genders in the vocabulary unless the GenderText
mentions the specific gender (non-binary, transgender, Genderqueer etc.)
 If the text uses the pronouns, they, them, theirs, and does not specifically mention a
gender such as non-binary, transgender etc., assign “other” as gender
 If there is no PersonalPronouns text and no GenderText, but we can clearly tell from the
photograph if it is a male or female assign man or woman.
Example:
o Dilip Arumugam is listed under Researcher at the Department of Computer
Science, Princeton University. There is no photograph, PersonalPronouns text or
GenderText but we can identify from the name that it is a male.
 If there is no PersonalPronouns text, no GenderText, and no photograph, leave the
gender blank

GenderSourcesURLs – Capture the URLs where the gender information is captured

(PersonalPronounsText, GenderText, Gender with photo). If multiple sources are used, capture
all the URLs and separate them with a pipe symbol without spaces.

3. RawFullRoleTitle, FullRoleTitle_1, RoleTitle_1, FullRoleTitle_2, RoleTitle_2

 RawFullRoleTitle: Go to the department directory webpage provided in the

FacultySourceURL in the ticket and capture the faculty title exactly as listed on
the directory website in RawFullRoleTitle.
o Double check that this URL is for the particular Department that you are working
on.
o Do not capture RawFullRoleTitle from other sources unless the department
directory faculty website does not provide the title. In such cases search in other
sources like CV, faculty personal page, lab webpage, and Github.
o Capture role titles that pertain to the department that you are capturing data for
since we need data specific to that department. Role titles that mention other
departments should not be captured.

 FullRoleTitle_1 and FullRoleTitle2:

o If a faculty member holds multiple titles or roles, capture one title in
FullRoleTitle_1 and the second in FullRoleTitle_2. Record any additional titles in
the Notes column.
o Do not capture editorships of journals as FullRoleTitle_1 or FullRoleTitle_2
o Do not capture endowed chairs as FullRoleTitle_1 or FullRoleTitle_2. Endowed
chairs are an honor and not a role title. Faculty with endowed chairs or named
professorships receive additional support to pursue their research and develop
their careers.
o Similarly, do not capture Named chairs as FullRoleTitle_1 or FullRoleTitle_2.
These are also honors and not role titles.
 RoleTitle_1: Capture the normalized version of FullRoleTitle_1 using the guidelines
below. The purpose of the normalization is to group roles by category (Professors,
Assistant Professors, Associate Professors, Adjunct Professors, Teaching Professors,
Researchers, Visiting Scholars etc.).
o Remove mentions of department or university names from the title
o Remove descriptors in front of title such as:
Distinguished from Distinguished Professor or University from University
Professor or Distinguished University from Distinguished University Professor.
The RoleTitle for all these is Professor.
o Do not remove parts of the title that belong with the job title. Words such as
Associate, Assistant, Adjunct, Teaching, Visiting, Research, Clinical, Emeritus
are part of the role title and should be retained in RoleTitle. For example, in the
following titles, the FullRoleTitle and RoleTitle are the same:
o Assistant Professor
o Assistant Clinical Professor
o Assistant Teaching Professor
o Associate Professor
o Associate Clinical Professor
o Associate Teaching Professor
o Associate Professor Emeritus
o Adjunct Professor
o Adjunct Instructor
o Adjunct Lecturer
o Professor Emeritus
o Teaching Professor
o Teaching Professor Emeritus
o Teaching Professor Emerita
o Research Professor
o Clinical Professor
o Clinical Research Professor
o Visiting Fellow
o Visiting Scholar

 RoleTitle_2:
o Capture the normalized version of FullRoleTitle_2 only for the second role
title that is specific to the Department. These include roles such as Chairman
of the Department or Head of Department or Assistant Head of the Department.
For all other second role titles such as Deans, Assistant and Associate Deans,
Provosts, Directors of Programs, Directors of Centers, Directors of Labs,
Coordinators leave this field empty.
o Titles that use the word Chair: Only the FullRoleTitle Chairman of the
Department can be standardized as RoleTitle Chair. There can be only one
Chair in each department. For other types of chairpersons, RoleTitle_2 should be
 left blank. Similarly, there can be only one Director in each department. For other
types of directors, RoleTitle_2 should be left blank (See examples 5 and 7 below)

Examples:

FullRoleTitle and RoleTitle are the same

1. Jeffrey McKee Department of Anthropology, Ohio State University

RawFullRoleTitle: Professor
FullRoleTitle_1: Professor
RoleTitle_1: Professor

2. Michele Marcolongo Department of Materials Science and Engineering, Drexel

University
RawFullRoleTitle: Professor Emerita
FullRoleTitle_1: Professor Emerita
RoleTitle_1: Professor Emerita

3. Arman Adibi Department of Electrical and Computer Engineering, Princeton University

RawFullRoleTitle: Postdoctoral Research Associate
FullRoleTitle_1: Postdoctoral Research Associate
RoleTitle_1: Postdoctoral Research Associate

Mentions of Departments/disciplines/research areas should not be included in

RoleTitle

1. Mohammad R. Seyedsayamdost Department of Chemistry, Princeton University

RawFullRoleTitle: Professor of Chemistry
FullRoleTitle_1: Professor of Chemistry
RoleTitle_1: Professor

2. Sharrelle Barber
RawFullRoleTitle: Associate Professor of Epidemiology
FullRoleTitle_1: Associate Professor of Epidemiology
RoleTitle_1: Associate Professor

RoleTitle should not include descriptors before role

1. Erin Moore Department of Anthropology, Ohio State University
RawFullRoleTitle: Dr. Carl F. Asseff Assistant Professor in Anthropology and the History
of Medicine
FullRoleTitle_1: Dr. Carl F. Asseff Assistant Professor in Anthropology and the History of
Medicine
RoleTitle_1: Assistant Professor
2. Stephen Y. Chou Department of Electrical and Computer Engineering, Princeton
University
RawFullRoleTitle: Joseph C. Elgin Professor of Engineering
FullRoleTitle_1: Joseph C. Elgin Professor of Engineering
RoleTitle_1: Professor

3. Frank Schorfheide Department of Economics, University of Pennsylvania

RawFullRoleTitle: Christopher H. Browne Distinguished Professor of Economics
FullRoleTitle_1: Christopher H. Browne Distinguished Professor of Economics
RoleTitle_1: Professor

4. Jesus Fernandez-Villaverde Department of Economics, University of Pennsylvania

RawFullRoleTitle: Howard Marks Presidential Professor of Economics
FullRoleTitle_1: Howard Marks Presidential Professor of Economics
RoleTitle_1: Professor

Endowed Chairs should not be captured as FullRoleTitles or RoleTitles and

should not be confused with the role title Chair of Department
1. David Han Department of Electrical and Computer Engineering, Drexel University
RawFullRoleTitle: Bruce Eisenstein Endowed Chair, Professor of Electrical and
Computer Engineering
FullRoleTitle_1: Professor of Electrical and Computer Engineering
RoleTitle_1: Professor

2. Spiro Mancoridis Department of Computer Science, Drexel University

RawFullRoleTitle: The Auerbach Berger Chair in Cybersecurity, Distinguished Professor
of Computer Science
FullRoleTitle_1: Distinguished Professor of Computer Science
RoleTitle_1: Professor

3. James D. Hamilton Department of Economics, UC San Diego

RawFullRoleTitle: Robert F. Engle Endowed Chair in Econometrics, Distinguished
Professor
FullRoleTitle_1: Distinguished Professor
RoleTitle_1: Professor

4. John T. Groves Department of Chemistry, Princeton University

RawFullRoleTitle: Hugh Stott Taylor Chair of Chemistry; Professor of Chemistry
FullRoleTitle_1: Professor of Chemistry
RoleTitle_1: Professor

Examples of other types of recognition awarded to faculty that should not be

captured in RoleTitles
 At MIT for ecample, Career Development Professorships are a a recognition awarded to
early-stage faculty.

Hahn, Jeremy Department of Mathematics, MIT

RawFullRoleTitle: Rockwell International Career Development Assistant Professor of
Mathematics
FullRoleTitle_1: Assistant Professor
RoleTitle_1: Assistant Professor

RoleTitle_2 should be populated only for Heads/Assistant Heads/Associate

Heads/Interim Head of Departments or Chair/Assistant Chair/Associate
Chair/Interim Chair of the Department. For all other roles it should be left blank.

1. Young-Hoon Ahn Department of Chemistry, Drexel University

RawFullRoleTitle: Associate Professor; Chair of Chemistry Graduate Program
Committee
FullRoleTitle_1: Associate Professor
RoleTitle_1: Associate Professor
FullRoleTitle_2: Chair of Chemistry Graduate Program Committee
RoleTitle_2: Blank

2. Eric Brewe - Department of Physics, Drexel University

RawFullRoleTitle: Associate Dean of Graduate Education; Professor of Physics and
Science Education; Teaching, Learning, and Curriculum; CASTLE
FullRoleTitle_1: Professor of Physics and Science Education; Teaching, Learning, and
Curriculum; CASTLE
RoleTitle_1: Professor
FullRoleTitle_2: Associate Dean of Graduate Education
RoleTitle_2: Blank

5. Mark Stehr - School of Economics, Drexel University

RawFullRoleTitle: Director, School of Economics, Professor Economics
FullRoleTitle_1: Director, School of Economics
RoleTitle_1: Director
FullRoleTitle_2: Professor Economics
RoleTitle_2: Professor

6. Anton Fordn Department of Philosophy, The University of Chicago

RawFullRoleTitle: Associate Professor, Philosophy; Deputy Dean, Humanities Division
FullRoleTitle_1: Associate Professor, Philosophy
RoleTitle_1: Associate Professor
FullRoleTitle_2: Deputy Dean, Humanities Division
RoleTitle_2: Blank
5. Vibhas Madan Department of Economics, Drexel University
RawFullRoleTitle: Dean; R. John Chapel, Jr. Dean's Chair, Professor
Economics
FullRoleTitle_1: Professor Economics
RoleTitle_1: Professor
FullRoleTitle_2: Dean
RoleTitle_2: Blank

6. Andrew Appel Department of Computer Science, Princeton University

RawFullRoleTitle: Eugene Higgins Professor, Director of Undergraduate Studies
FullRoleTitle_1: Eugene Higgins Professor
RoleTitle_1: Professor
FullRoleTitle_2: Director of Undergraduate Studies
RoleTitle_2: Blank

7. Yvonne Michael Department of Epidemiology and Biostatistics, Drexel University

RawFullRoleTitle: Professor of Epidemiology and Interim Chair of the Department of
Epidemiology and Biostatistics
FullRoleTitle_1: Professor of Epidemiology
RoleTitle_1: Professor
FullRoleTitle_2: Interim Chair of the Department of Epidemiology and Biostatistics
RoleTitle_2: Interim Chair

Roles with other departments should not be captured in FullRoleTitle or RoleTitle.

1. Jonathan E. Spanier Department of Material Sciences and Engineering, Drexel
University
RawFullRoleTitle: Hess Family Chair Professor, Department Head of Mechanical
Engineering and Mechanics, Professor of Materials Science and Engineering, Professor
of Electrical Engineering and of Physics (courtesy)
Economics
FullRoleTitle_1: Professor of Materials Science and Engineering
RoleTitle_1: Professor
FullRoleTitle_2: Blank
RoleTitle_2: Blank

2. Antonios Zavaliangos Department of Material Sciences and Engineering, Drexel

University
RawFullRoleTitle: A. W. Grosvenor Professor of Materials Science and Engineering,
Affiliate Faculty of Mechanical Engineering and Mechanics
Economics
FullRoleTitle_1: A. W. Grosvenor Professor of Materials Science and Engineering
Professor
 RoleTitle_1: Professor
FullRoleTitle_2: Blank
RoleTitle_2: Blank

3. Andrew Frederick Smith Department of English and Philosophy, Drexel University

RawFullRoleTitle: Professor of Philosophy and Environmental Studies; Department
Head, Biodiversity, Earth and Environmental Science
FullRoleTitle_1: Professor of Philosophy and Environmental Studies
RoleTitle_1: Professor
FullRoleTitle_2: Blank
RoleTitle_2: Blank

Editorships of Journals should not be captured in FullRoleTitle or RoleTitle

1. Doreen Alvarez Saar Department of English and Philosophy, Drexel University

RawFullRoleTitle: American Literature Editor, Rocky Mountain Review of Language and
Literature, Professor of English
FullRoleTitle_1: Professor of English
RoleTitle_1: Professor

4. RoleStartYear_1, RoleStartYear_2, RoleEndYear_1, RoleEndYear_2

RoleStartYear
 RoleStartYear indicates the year a faculty member began their position in the
department, specific to their RoleTitle. This information can be found on the faculty
member’s personal website, CV, lab page, GitHub, or occasionally in the department
directory.
 Search for the faculty’s personal website, CV, lab page, and GitHub to locate the
RoleStartYear. Then record the RoleStartYear_1.
 Record the RoleStartYear_2 corresponding to RoleTitle_2.
 If the RoleStartYear is not found, leave the column blank.

RoleEndYear
 RoleEndYear indicates the year when a faculty member transitioned to a new position or
role within the department or moved to a different organization.
 This information can be found on the faculty member’s personal website, CV, lab page,
GitHub, or occasionally in the department directory.
 Search for the faculty’s personal website, CV, lab page, and GitHub to locate the
RoleEndYear. Then, record the RoleEndYear_1 that corresponds to RoleTitle_1
 Record the RoleEndYear_2 corresponding to RoleTitle_2.
 If the RoleEndYear is not found, leave the column blank.
Examples:
Herschel Rabitz - Department of Chemistry, Princeton University
RawFullRoleTitle- Charles Phelps Smyth ’16 *17, Professor of Chemistry Commented [A(1]: There is no field now called
Academic Experience section of his CVhas RoleBeginYear and RoleEndYear information. RawRankTitle

• Assistant Professor of Chemistry, Princeton University, 1971 - 1976

• Affiliated Member and Acting Director (1981), Program in Applied and Computational
Mathematics, Princeton University, 1974 - Present
• Associate Professor of Chemistry, Princeton University, 1976 - 1980
• Professor of Chemistry, Princeton University, 1980 - Present
• Chairman, Department of Chemistry, Princeton University, July 1993 - June 1996
• Andlinger Center for Energy and the Environment, 2013

Herschel Rabitz is a professor in Chemistry. So, the RoleStartYear as a professor should be

1980.

5. RoleSetting_1, RoleSetting_2- RoleSetting categories include Academic, Corporate,

Nonprofit, Government, and Independent. For now, we will be capturing data for Academic
organizations. Therefore, RoleSetting_1 should be set to “Academic”.

6. RoleStatus_1, RoleStatus_2

 RoleStatus refers to whether a faculty member is employed on a full-time or part-time

basis within the department. Commented [A(2]: Data model doc also has value
 To determine the faculty member’s status, review the information available on their "Other"
personal website, CV, lab page, GitHub, or the department directory.
 Capture the appropriate status (Full-time or Part-time) based on the information found. If
no specific status is mentioned, default to Full-time.
 This column should not be left blank

Examples for Part-time:

1. Mihai Anitescu - Professor (Part-Time)

2. David Reid - Lecturer (part-time)
3. Carlos Wagner - Professor (Half-time)

7. RolePersona_1, RolePersona_2

 RolePersona refers to the specific categories or classifications used to define an

individual’s role or position within an organization, particularly in academic settings. It
helps in identifying the function and responsibilities associated with that role.
 For now, we will capture RolePersona for only academic organizations and ignore the
categories for Corporate, Nonprofit, Government, and independent organizations.
 RolePersonas for academic organizations must be assigned from the controlled
vocabulary listed below (Also available in the tab Roles in the vocabulary spreadsheet).
o Faculty
 o Student (we are currently not capturing data for students)
o Postdoctoral Researcher
o Researcher
o Leader
o Administrator
o Librarian
o Specialist
o Artist
o Ensemble Director
 Assigning the RolePersona:
o Look at the RoleTitle_1 for each faculty member and identify the relevant
RolePersona and capture in the column RolePersona_1. Examples of titles that
map to each of the RolePersonas are in the tab Roles in the vocabulary
spreadsheet).
o Similarly, when there is a RoleTitle_2 captured for the faculty look at the
RoleTitle_2, identify the relevant RolePersona and capture in the column
RolePersona_2
o If any faculty member’s title does not fit into the RolePersonas listed above,
escalate the case to Quality Assurance for review.

Examples for each RolePersona:

1. Faculty: Assistant Professor, Associate Professor, Adjunct Professor, Professor,

University Professor, Distinguished Professor, Distinguished University Professor,
Lecturer, Visiting Faculty, Affiliate Faculty, Lecturer with the Rank of Professor,
Visiting Professor, Visiting Lecturer, Preceptor
2. Student: Currently we are not capturing data for students
3. Postdoctoral Researcher: Presidential Postdoctoral Research Fellow, Postdoctoral
Research Associate, Postdoctoral Fellow
4. Researcher: Research Scholar, Scholar, Research Associate, Research Scientist,
Scientist, Senior Scientist, Visiting Fellow, Fellow, Associate Research Scholar,
Visiting Research Scholar, Senior Research Software Engineer, Research Specialist,
Research Assistant, Research Affiliate, Principal Research Scientist, Senior
Research Systems Analyst, Principal Investigator, Visiting Scholar
5. Leader: Chairman of the department, Director, Dean, Vice-Chancellor, Chancellor,
Provost, Department Head
6. Administrator: Academic Coordinator, Coordinator
7. Specialist: Senior Professional Specialist, Professional Specialist, Client Support
Specialist, Professional Drosophila Specialist, Imaging & Analysis Specialist
8. Artist

8. RolePersonaType_1, RolePersonaType_2

 RolePersonaType specifies categories for the RolePersona.

  Capture the RolePersonaType for only the Faculty RolePersona.
For all other RolePersonas (Postdoctoral Researcher, Leader, Administrator,
Researcher, Librarian, Specialist and Artist) capture RolePersonaType as Standard
 RolePersonaType for Faculty must be assigned from a controlled vocabulary listed
below.
o Tenure-Track
o Graduate
o Research
o Clinical
o Teaching
o Practice
o Adjunct
o Visiting
o Voluntary
o Guest
o Visiting|Teaching
o Adjunct|Teaching
o Clinical|Research
o Clinical|Teaching

 Assigning the RolePersonaType:

o Review the assigned RolePersona_1 for each faculty, identify and capture the
correct RolePersonaType in the column RolePersonaType_1 for each faculty
member
o Similarly, look at the assigned RolePersona_2 for each faculty, identify and
capture the correct RolePersonaType in the column RolePersonaType_2
o There can be more than one RolePeronaType, use pipe symbol to capture
multiple RolePersonaType.
o If a RolePersonaType does not fit into any of the categories listed below,
escalate the case to Quality Assurance for review

Examples of RolePersonaTypes for the Faculty Persona

 Tenure-Track: Professor, Associate Professor, Assistant Professor.

Distinguished Professor, University Professor, Distinguished University
Professor, Professor Emeritus
 Research: Research Assistant Professor, Research Associate Professor,
Research Professor, Research Associate, Principal Investigator, Associate
Clinical Research Professor, Assistant Clinical Research Professor
 Clinical:Associate Clinical Research Professor, Assistant Clinical Research
Professor, Associate Clinical Teaching Professor, Assistant Clinical Teaching
Professor
 Teaching: Lecturer, Instructor, Teaching Professor, Associate Teaching
Professor, Lecturer with the Rank of Professor, Senior Advisor, Visiting Lecturer,
 Visiting Instructor, Adjunct Lecturer, Adjunct Instructor, Adjunct Teaching
Professor, Associate Clinical Teaching Professor, Assistant Clinical Teaching
Professor
 Practice: Professor of Practice
 Adjunct: Adjunct Professor, Adjunct Instructor, Adjunct Lecturer, Adjunct
Teaching Professor
 Visiting - Visiting Faculty, Visiting Professor, Visiting Lecturer
 Guest
 Visiting|Teaching – Visiting Lecturer, Visiting Instructor
 Adjunct|Teaching - Adjunct Lecturer, Adjunct Instructor, Adjunct Teaching
Professor
 Clinical|Research – Associate Clinical Research Professor, Assistant Clinical
Research Professor
 Clinical|Teaching – Associate Clinical Teaching Professor, Assistant Clinical
Teaching Professor

9. Emails
 Capture the faculty’s email Id from the department directory.
 If the email Id is not available there, search other sources such as the personal page,
CV, lab page, GitHub, and other relevant sources. Record the email Id in the column
“Emails.”
 If the faculty member has multiple email Ids (e.g., one in the department directory,
another in the CV, etc.), capture all of them using the pipe symbol (|).
 For some faculty members, email Ids in the department directory may be displayed in
uppercase and may include additional spaces and brackets. In such cases, ensure to
format the email Ids correctly.

Examples:
Department of Computer science, Princeton University
Email Id on the website- “abtahi (@cs.princeton.edu)”
Should be captured as - “abtahi@cs.princeton.edu”

Faculty Name- Maria Apostolaki

Emails- apostolaki@princeton.edu
This is the email id found in faculty personal website capture this in Emails column

10. MembershipStatus

This information can be found on the faculty’s personal website, departmental directory pages,
Lab webpages, department news website, GitHub or Wikipedia. Do not use other unauthorized
third-party links to capture this information.

 MembershipStatus is categorized as Active, Separated, Retired, Former. This is a controlled

vocabulary
o Active: Capture the default MembershipStatus as “Active” for faculty members unless
you find explicit mentions in the webpages that they are retired, emeritus, or have
moved to another organization and separated from the department.
o Retired: For faculty who are described as Retired or Emeritus.
o Separated: For faculty who have left the university for another organization
o Former: Assign this status, if it is not clear whether the faculty left to work at another
organization or has retired.

Examples:
1. Active
a. Jia Deng Associate Professor, Department of Computer Science, Princeton
University 1/2023-Present
b. Ivan Julian Dmochowski Professor of Chemistry, University of Pennsylvania, July
2015 – Present

For the above faculties capture the MembershipStatus as “Active”. These faculties
are in the department as is indicated by the word “Present” in the to-date.

2. Separated
Feng Gai - Department of Chemistry, University of Pennsylvania
Edmund J. and Louise W. Kahn Term Professor, Department of Chemistry,
University of Pennsylvania (July 2014 – October 2021)
Chair Professor, College of Chemistry and Molecular Engineering, Peking University
(December 2021 – present)

For this faculty capture the MembershipStatus as “Separated”. This faculty was
Active in the department from July 2014 – October 2021 and currently working in
College of Chemistry and Molecular Engineering, Peking University as Chair
Professor.

3. Retired
a. Larry L. Peterson Larry transferred to emeritus status.
b. William R. Brennen He was promoted to associate professor in 1970, which he
remained until retirement in 2005, at which time he earned emeritus status.

For these faculties capture the MembershipStatus as “Retired”. These faculty

members earned emeritus status meaning retired.

c. In some universities, retired professors may have titles other than Emeritus.
Janet Sonenberg Department of Music and Theater, MIT
RawFullRoleTitle: Professor Post Tenure, Theater
In MIT Professors Post-Tenure are retired professors. See here. So the
MembershipStatus should be Retired
(Note: the role title should be Professor Post Tenure)
 4. Former

11. MembershipStartYear

This information can be found on the faculty member’s personal website, CV, lab page, GitHub,
or occasionally in the department directory.
 MembershipStartYear indicates the year a faculty member joined the department,
regardless of their RoleTitle.
 Search for the faculty’s personal website, CV, lab page, and GitHub and the
departmental directory pages to locate the start year and capture it in the
MembershipStartYear column
 If the MembershipStartYear is not found, leave the column blank.

Examples:

Herschel Rabitz - Department of Chemistry, Princeton University

Academic Experience: (CV)

• Assistant Professor of Chemistry, Princeton University, 1971 - 1976

• Affiliated Member and Acting Director (1981), Program in Applied and Computational
Mathematics, Princeton University, 1974 - Present
• Associate Professor of Chemistry, Princeton University, 1976 - 1980
• Professor of Chemistry, Princeton University, 1980 - Present
• Chairman, Department of Chemistry, Princeton University, July, 1993 - June, 1996
• Andlinger Center for Energy and the Environment, 2013

Currently Herschel Rabitz is a Professor in Department of Chemistry, Princeton

University but he joined the department in 1971 as an Assistant Professor. Capture the
year “1971” as MembershipStartYear

12. MembershipEndYear

 MembershipEndYear is the official end date of a faculty member’s association with a

specific organization.
 For faculty members with a MembershipStatus of Retired, Former, or Separated, search
for the MembershipEndYear on their personal website, lab page, Wikipedia, or GitHub.
 If the end year is found, record it in the MembershipEndYear column. If not, leave the
column blank.

13. MembershipSourceURLs- Capture the URLs from where the MembershipStatus,

MembershipStartYear, and MembershipEndYear information is captured like CV, Lab, faculty
personal website. If the information is captured from multiple sources capture multiple URLs
using the pipe symbol.
14. MembershipType

 Use the vocabulary below for MembershipTypes:

o Member (default)
o Joint
o Affiliate
o Associate
o Courtesy
o Voluntary
o Visitor
o Guest
o Secondary
o Voluntary

We capture these as they appear on the department webpages. We will add to this list
as we come across other MembershipTypes during the project. We will use the
MembershipType information to determine whether their MembershipPriority should be
primary or secondary as described in the section below on MembershipPriority.

 Assigning MembershipType: Identify the MembershipType of the faculty from their

personal website, lab webpage, and Wikipedia. Faculty listed as secondary faculty are
typically not Members but read the description for the individual faculty to determine
MembershipType.
o Member:
 Member faculty are faculty whose primary role is with the department.
They are usually listed on departments webpages under headings such
as “Faculty,” “Core Faculty” or “Primary Faculty” or “Clinical Faculty.”
 If the faculty is listed as an adjunct professor, adjunct lecturer or adjunct
faculty capture the MembershipType as Member.
 If the Faculty is listed as Retired or Emeritus, capture the
MembershipType as Member
 Unless there is clear indication that the faculty is affiliated, associated,
visiting, courtesy, or voluntary faculty or joint faculty, assign the
membership type Member.

o Joint: Assign Joint for faculty with a joint appointment in two different
departments
o Affiliate: Assign Affiliate for all the faculty listed as Affiliated Faculty
o Visitor: Capture MembershipType as Visitor for all visiting faculty, visiting
scholars, visiting fellows, visiting lecturers, etc.
o Associate for all the Associated Faculty. Do not confuse this MembershipType
with the RoleTitle Associate Professor, since this refers to roles rather
than membership types.
 o Courtesy: Assign Courtesy for any Faculty listed as a Courtesy appointment in
the deartment
o If no specific information is found, capture the default MembershipType as
Member.

Examples:

1. Member: See here under the heading Faculty, a listing of the Department of Electrical
and Computer Engineering at Princeton University These are all Members. Always click
on the individual faculty link to confirm that the faculty can be classified as Member.

2. Courtesy
Anne Charity-Hudley Department of Linguistics, Stanford University
RawFullRoleTitle: Associate Dean of Educational Affairs, Bonnie Katz Tenenbaum
Professor of Education and Professor, by courtesy, of Linguistics
MembershipType in the Department of Linguistics should be captured as “Courtesy”

3. Joint
a. Aleksandra Korolova Department of Computer Science, Princeton University
“Korolova is an assistant professor in the department of computer science with a joint
appointment in Princeton's School of Public and International Affairs”
Capture her MembershipType as “Joint”

4. Associate- check the hyperlink with a list of Associated Faculty

a. Ramon van Handel - Associate Professor
b. Emmanuel Abbe- Associate Professor
For the above faculties capture the MembershipType as “Associate”

5. Visitor
a. Rotem Oshman - William R. Kenan, Jr., Visiting Associate Professor for
Distinguished Teaching
b. Barbara Engelhardt - Visiting Research Scholar
For the above faculties capture the MembershipType as “Visitor”

6. Affiliate: This link lists the Affiliated Faculty at the Department of Chemical and
Biological Engineering at Drexel University

7. Voluntary: See here for a list of Voluntary Faculty at the Department of Neurology at
the Yale School of Medicine.

Note: MembershipType should be specific to the Department.

Example: Simone D'Amico- Associate Professor of Aeronautics and Astronautics and, by
courtesy, of Geophysics. Here, the faculty is an Associate Professor in the Department of
Aeronautics and Astronautics, Courtesy Associate professor in Department of Geophysics.
While capturing data for Department of Aeronautics and Astronautics, the MembershipType
should be Member and for Department of Geophysics the MembershipType should be-
Courtesy

15. MembershipPriority

 MembershipPriority is a controlled vocabulary.

o There are two types: Primary and Secondary. Primary is assigned to faculty
whose appointment in the department is their primary role. Secondary applies to
those with a secondary appointment. These are individuals whose primary role is
NOT with the department for which we are capturing the data. Use the
MembershipType information to determine MembershipPriority.
o Primary: Capture the MembershipPriority as Primary for the MembershipType
Member and Joint. MembershipPriority should be Primary unless there is clear
indication that the department is not the individual’s home department, and they
are affiliated or associated or courtesy or voluntary faculty.
o Secondary: Capture the MembershipPriority as Secondary for other membership
types such as Visitor, Affiliate, Associated, Guest, Courtesy, Voluntary.
o If no specific information is found, capture the MembershipType as Primary.

Example: Dani S. Bassett- Department of Physics, University of Pennsylvania

Secondary Appointment Professor of Physics and Astronomy, Electrical & Systems

Engineering, Neurology, and Psychiatry Primary Appointment Professor of Bioengineering

MembershipPriority in Department of physics and Astronomy is Secondary and Primary in

Department of Bioengineering

16. PersonStatus

 Capture the living status of each faculty member.

 By default, set the status to "Alive" unless there is evidence indicating the faculty
member has passed away, in which case mark the status as "Deceased."
o Search for the faculty personal website, department or university website or “In
memoriam pages” in the university webpages, or Wikipedia to see if there is
evidence that the faculty member is deceased
o For faculty listed under “In Memoriam” in the department directory or listed as
deceased in any of the other sources, set the PersonStatus to “Deceased”.
 If no specific information is available capture the default PersonStatus as “Alive”

Examples for Deceased:

a. Howard Stein- Department of Philosophy, The University of Chicago

 Howard Stein died peacefully at his home in Hyde Park on Friday, March 8, 2024, at the
age of 95. Howard was a member of the faculty of the University of Chicago from 1953
to 1960

b. Donald D. Fitts - Department of Chemistry, University of Pennsylvania

Dr. Donald D. Fitts, Professor of Physical Chemistry, died on March 25, 2020, at the age
of 87.

17. BirthDate - Capture the Faculty Date of Birth. (YYYY). Capture only the year Commented [A(3]: what are acceptable sources for
birth dates and death dates?
 Search for faculty personal website, Wikipedia, department or university website and
look for BirthDate
 Capture only the birth year if available. Do not capture the month and day
 If birth year is not available leave the column blank

Examples: Donald D. Fitts - Department of Chemistry, University of Pennsylvania

Born on September 3, 1932, in Concord, NH, the only child of Russell P. Fitts and Elisabeth Y.
Reille Fitts
Capture the BirthDate - 1932

18. DeathDate- For faculty members who have passed away, record the year of their passing.

 Search faculty personal website, department or university website or Wikipedia for

DeathDate
 Capture only the death year if available. Do not capture the month and day
 If death year is not available leave the column blank

Examples:
b. Howard Stein- Department of Philosophy, The University of Chicago
Howard Stein died peacefully at his home in Hyde Park on Friday, March 8, 2024, at the
age of 95. Howard was a member of the faculty of the University of Chicago from 1953
to 1960
DeathDate - 2024
b. Donald D. Fitts - Department of Chemistry, University of Pennsylvania
Dr. Donald D. Fitts, Professor of Physical Chemistry, died on March 25, 2020, at the age
of 87.
DeathDate - 2020

19. PersonStatusSourceURLs- Capture the URLs where the PersonStatus, BirthDate and
DeathDate information is obtained. If the information is captured from multiple sources capture
multiple URLs using the pipe symbol.

20. PersonalPageSourceURL_1, PersonalPageSourceURL_2,

PersonalPageSourceURL_3
Capture the URL where the faculty information is available. Commented [A(4]: This is a vague instruction multiple
pages have faculty information. Instruction should be
 Use Google search to find the faculty information like faculty personal webpage, CV, lab, use the faculty personal webpage and not the
department faculty directory page
Google scholar, GitHub, Wikipedia
 The faculty personal webpage can be found by clicking on the hyperlinks provided in the
department directory webpage.
 Capture one URL each in PersonalPageSourceURL_1, PersonalPageSourceURL_2,
PersonalPageSourceURL_3. Do not capture multiple source URLs in one column
 Do not capture department faculty/people directory links as PersonalPageSourceURL.
 Links to the lab, CV, Google Scholar, and GitHub can sometimes be found on the
faculty’s personal website.
 Leave the column blank, if no information/URLs found for the faculty

Examples: Natalie Pedersen click on the faculty name new tab will open with the faculty
information https://www.lebow.drexel.edu/people/nataliepedersen capture this URL as
PersonalPageSourceURL_1

Google searching the faculty will give the results of CV capture in the column
PersonalPageSourceURL_2 and another faculty personal page, capture in the column
PersonalPageSourceURL_3

21. PersonalPageSourceType_1, PersonalPageSourceType_2,

PersonalPageSourceType_3

Determine the source type for the PersonalPageSourceURL_1, PersonalPageSourceURL_2,

PersonalPageSourceURL_3 from the following categories:

 EmployerProfile: Faculty information found on department website, faculty member’s

previous organization website, or the organization/university website where highest
degree was earned.
 EmployerPersonal: Faculty information found on university webpage but not in the
department.
 EmployerLab: Faculty lab found in the university/department.
 LabPersonal: Personal faculty lab not in the university/department.
 CV: Faculty CV.
 PersonalPage: Faculty personal page not in the university/department.
 Wikipedia: Faculty Wikipedia link.
 GoogleScholar: Faculty Google Scholar webpage.
 GitHub: Faculty GitHub webpage.
 Dissertation.
 Other.
This is a controlled vocabulary.
Capture the respective PersonalPageSourceType for each PersonalPageSourceURL
If the URL does not fit into any of these categories, escalate it to QA team.
22. PersonalPageSourceOrgID_1, PersonalPageSourceOrgID_2,
PersonalPageSourceOrgID_3

 Capture OrgID from OrgResolver for the PersonalPageSourceType - EmployerProfile.

 Capture the top-level organization OrgID.
 Do not capture OrgID for other PersonalPageSourceType
 (Refer to OrgResolver_Guidelines to capture OrgID)

Examples:

a. Ryan Adams- Professor, Associate Chair in Department of Computer Science, Princeton

University
PersonalPageSourceURL- https://www.cs.princeton.edu/people/profile/rpa
PersonalPageSourceType- EmployerProfile
PersonalPageSourceOrgID- PersonalPageSourceURL is from Department of Computer
Science, Princeton University, the top-level organization is Princeton University so capture the
PersonalPageSourceOrgID for Princeton University, OrgID- 60003269

23. DegreeTitle_1, DegreeTitle_2

 Search for faculty personal webpage, CV, Wikipedia, Github and look for faculty
education information.
 Capture two highest Degree earned like PhD, JD, Dphil, MBA etc. In the columns
DegreeTitle_1 and DegreeTitle_2

Example: Paul Alivisatos- Department of Chemistry, The University of Chicago

Education- B.A. in Chemistry, The University of Chicago, 1981
Ph.D. in Physical Chemistry, University of California, Berkeley, 1986
Higheste degree should be captured – PhD (do not use dots Ph.D. to capture the degree)

24. DegreeDiscipline_1, DegreeDiscipline_2 – DegreeDiscipline refers to a specific branch of

knowledge that is taught and researched within higher education

 Search for faculty personal webpage, CV, Wikipedia, Github and look for faculty
education information.
 Capture the highest degree field of study as DegreeDiscipline_1 and DegreeDiscipline_2
 DegreeDiscipline_1 should correspond to DegreeTitle_1 similarly, DegreeDiscipline_2
should correspond to DegreeTitle_2,

Examples:

a. Ph.D. in Physical Chemistry, University of California, Berkeley, 1986

Capture Physical Chemistry as Degree Discipline
b. Ph.D. in Electrical Engineering and Computer Science, June 2001
Capture Electrical Engineering and Computer Science as Degree Discipline

25. RawDegreeUniversities_1, RawDegreeUniversities_2

  Search for faculty personal webpage, CV, Wikipedia, Github and look for faculty
education information.
 Capture the name of the organization from which the faculty earned their highest degree
in column RawDegreeUniversities_1, RawDegreeUniversities_2. If the degree was
earned from multiple organizations, separate the names using the pipe symbol ‘|’ without
any space. Always capture the top-level organization.
 RawDegreeUniversities_1 should correspond to DegreeTitle_1 similarly,
RawDegreeUniversities_2 should correspond to DegreeTitle_2

Examples:
a. Paul Alivisatos- Department of Chemistry, The University of Chicago
Education- B.A. in Chemistry, The University of Chicago, 1981
Ph.D. in Physical Chemistry, University of California, Berkeley, 1986

DegreeUniversities - University of California, Berkeley

b. Tobias Baumgart - Department of Chemistry, University of Pennsylvania

Education - • PhD in Chemistry from Max Planck Institute and Johannes Gutenberg
University of Mainz (2001)

DegreeUniversities- Max Planck Institute | Johannes Gutenberg University of Mainz

26. RawDegreeUniversitiesCities_1, RawDegreeUniversitiesCities_2

 Capture the city of the DegreeUniversities given the SourceURL.

 If the city information is not provided in the SourceURL, perform a Google search to find
the city information and capture it.
 RawDegreeUniversitiesCities_1 should correspond to RawDegreeUniversities_1 and
RawDegreeUniversitiesCities_2 should correspond to RawDegreeUniversities_2

27. RawDegreeUniversitiesCountries_1, RawDegreeUniversitiesCountries_2

 Capture the country of the DegreeUniversities given the SourceURL.

 If the country information is not provided in the SourceURL, perform a Google search to
find the country information and capture it.
 RawDegreeUniversitiesCountries_1 should correspond to RawDegreeUniversities_1 and
RawDegreeUniversitiesCountries_2 should correspond to RawDegreeUniversities_1

28. DegreeUniversityOrgIDs_1, DegreeUniversityOrgIDs_2

 Capture the OrgIDs for the universities where the faculty earned their highest degree
using OrgResolver.
 Ensure to capture the top-level organization’s OrgID (Refer: OrgResolver_Guidelines).
 Perform a google search to identify if the degree university is merged or renamed with
another org and capture the current organization OrgID.
  DegreeUniversityOrgIDs_1 should correspond to RawDegreeUniversities_1 and
DegreeUniversityOrgIDs_2 should correspond to RawDegreeUniversities_2

29. AwardYear_1, AwardYear_2

 Search for faculty personal webpage, CV, Wikipedia, Github and look for faculty
education information.
 Capture the year in which the faculty's highest degree was completed. Ensure this is the
degree completion year, not the start year
 AwardYear_1 should correspond to RawDegreeUniversities_1 and AwardYear_2 should
correspond to RawDegreeUniversities_2

Examples:

a. Ph.D.: Chemical Physics, Massachusetts Institute of Technology, 1983

AwardYear - 1983
b. Ph.D. in Physical Chemistry, University of California, Berkeley, 1986
AwardYear - 1986

30. ResearchFields

Refer to ResearchAreas_Guidelines to capture the research related fields

32. ScopusIDs – Capture the faculty Scopus Id’s from ID exchange/Scopus (Refer:
ScopusIDs_Guidelines)

33. ScopusIDPrimary- Capture the Scopus ID which has more Documents in Scopus ID Commented [T(5]: What is the rule if there are multiple
Primary column. If the faculty has multiple Scopus IDs with the same number of documents Scopus ids and they have the same number of
documents?
capture any one Scopus ID in ScopusIDPrimary column

34. ScopusIDsSecondary - Some faculty members may have multiple Scopus IDs. Capture Commented [N(6R5]: In this case, we will just capture
any one Scopus Id in the Primary column
the Scopus ID with the highest documents in the Scopus ID Primary column. Record any
additional Scopus IDs in the Scopus IDs Secondary field, separating them with the pipe symbol
‘|’ without any spaces.

35. GrantAwardeeProfileIDs, IrrelevantGrantAwardIDs

Refer to DepartmentAnayticsGrantsGuidelines to capture GrantAwardeeProfileIDs,

IrrelevantGrantAwardIDs

36. Notes: Include any additional information about the faculty in the Notes column. For
instance, if a faculty member has more than two RoleTitles in the department, capture the third
RoleTitle in the Notes column. Ensure all RoleTitles are recorded, but there is no specific order
required for their capture.

37. Comments: Mention the additional comments in comment section

Resources

1. VocabularyExamples
2. IDExchange Person match API
3. OrgResolver
4. JIRA
5. Scopus