Date: Thu, 29 Jan 2004 17:25:30 -0600 From: "Fitch, Tyler" 
 Add To Address Book Subject: IPEDS major appointment logic To: 
"Slotnick, Beth" , "Parks, Maureen"  Cc: 
"Welge, Barb" , "Livingstone, Carol J" , "Smith, 
Julie" 

Hello:

Barb Welge asked me to send you the following SAS code and logic for flagging the major 
appointment for IPEDS reporting.  We are contemplating adding such a field to the HR-Pay 
tables we are downloading from the EDW, and probably will also ask DS eventually to add 
the field to the EDW tables.  (Please note that if/when DS does add the field, I will stop 
adding it to our downloaded copies so that we are all using the same field.)  Here's the 
code.

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First, do a PROC SORT:

proc sort data=definesal1; by ssn linefte
                              descending eapline
                              homeord
                              ftex;
run;                                           

Then later, within a DATA step, insert this code.

if last.ssn then headcount=1; else headcount=0;

This will assign the value of 1 to the last record by the sort order, which is the 
headcount record.  Here is an explanation of the sort order:

SSN.  Now EDW_PERS_ID.

LINEFTE.  This is a summation of FTE by the employee groups required for the IPEDS EAP. 
See the attachment below for an explanation of that grouping.  The purpose of this is to 
combine like appointments before flagging one.  Say a person has two 30% faculty 
appointments and a 40% directorship in an administrative rank.  A straight major FTE 
approach would put the person into the administrative category when in fact the person is 
faculty.  Summing FTE by EAPLINE adds the two faculty appointments together (60%) and puts 
them below the administrative appointment (because SAS sorts ascending by default).

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Descending EAPLINE.  These are the employee groups required for the IPEDS EAP.  Faculty 
appointments go to the bottom since they have the lowest EAP line numbers.

HOMEORD.  This is a flag that tells when the appointing department is the same as the home 
department (2) or not (1).  Here is the code that created it, some of which will not be 
relevant in the new environment. 

chome=apt_camp || homedept;  * Concatenate campus acct. & home dept.  *;                                                           

if chome=apt_unit then homeord='2'; else homeord='1'; * Create flag.  *; drop homedept; 
* Drop unneeded field.  *;

FTEX.  This is FTE (with an 'X' added to indicated that it is in decimal form, rather than 
whole numbers as in Paymaster).  It simply puts the major FTE appointment first if all the 
other criteria fail to resolve ties.

PICK 'EM.  Other things equal, the routine flags the last record. ------------------------
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The major problem with this approach is a) it's not strictly a "major FTE" approach but a 
"combining similar appointments" approach that b) would require us to create employee 
groups.  That is something that needs to be done anyway for EAP, but requires agreement of 
all who would use the tables, plus some complex calculations.  One source of possible 
disagreement concerns Deans and other tenured administrators.  In this logic their Dean's 
appointment would in all likelihood be flagged over their tenure appointment (which may be 
low or no FTE).  Note also that tenure-granting department is not in there (because it 
isn't important; only the EAP groups are important).  We could add a flag for it to the 
logic.  One good thing, thanks to Mary Beastall and others, EEO Skill Code is populated in 
Banner/EDW, which greatly simplifies the task for nonacs.  Assuming that field is being 
properly maintained, we would still have to work out rules for academics.

Please let me know if you have any questions or need anything else.

Tyler