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Affiliation Types and Qualifiers

The Person Registry supports a systematic classification of individuals by source Stanford business systems according to their status and relationship with the University. This coding was first developed through the University ID system to meet the needs of describing status and eligibility for services in the ID Card and SUNet ID systems. It has formalized through the cognizant business offices -- HR, Faculty Affairs and Registrar's Office -- to provide a set of relationship categories that other systems can use as a basis for authority and eligibility rules without knowing the system-specific details of the business systems behind the categories.

For the computing infrastructure, there are four primary affiliations at Stanford: Student, Faculty, Staff and Affiliate. The first three are the heart of the Stanford community, and the qualifications which indicate what kind of student you are, or your status as an employee, are direct reflections of meaningful business categories supported by the relevant enterprise administrative systems.

The fourth primary affiliation, Affiliate, indicates a person is not directly affiliated with Stanford as a student, faculty or staff, but has been granted some privilege or service by a campus service provider (e.g., sponsored SUNet ID, Library visitor, etc) and is recognized as a current, if not full fledged, participant in some aspect of campus life.

Codifying these categories through the Registry allows other systems to understand the relationship a user or client has with the University and respond accordingly. The presence of such information makes it simple for new systems to craft policy and services based on meaningful and useful relationship boundaries as determined by the central administration. These codes are an important part of developing application authority rules.

A person...

  • may have more than one relationship with the University or related organizations, so multiple affiliations are possible.
  • may have more than one affiliation of exactly the same kind, e.g., joint faculty appointments or a student in more than one degree program.
  • may have more than one affiliation of the same kind but with different qualifiers, e.g., student (undergraduate) and student:incoming (graduate).
  • may have more than one affiliation of different kinds, e.g., be both staff and a student.

For a given relationship, the affiliation codes reflect the lifecycle of that relationship, a single thread in an association with Stanford that can change over time. Conversely, no individual relationship should need to express more than one affiliation at the same time for that relationship. That would be an indication that there were actually two relationships at play. Examples of typical lifecycles:

 

      student:contingent   ...   student:incoming   ...   student   ...   student:recent   ...   student:nonactive
      staff:academic   ...   staff:onleave   ...   staff:academic   ...   staff:retired
      staff:casual   ...   staff:nonactive
      faculty   ...   faculty:emeritus
Affiliation Display Value Rank (10 is highest) stanford: privgroups Online Listing SUNet ID
Eligibility
Organization Type Qualifier stanford acad admin
stanford student   Student 10 yes yes   yes Full
stanford student onleave Student 11 yes yes   yes Full
stanford student postdoc Scholar 12 yes yes   yes Full
stanford student ndo Student 60   yes   yes Full
stanford student incoming Student, incoming 70       yes Full
stanford student contingent Student, candidate 80         Base
stanford student notregistered Student (not registered) 93         Base
stanford student recent Former student 94         Base
stanford student nonactive Former student 96          
 
stanford faculty   Faculty 20 yes yes yes yes Full
stanford faculty onleave Faculty 20 yes yes yes yes Full
stanford faculty emeritus Faculty, emeritus 21 yes yes yes yes Full
stanford faculty otherteaching Faculty other teaching 22 yes yes yes yes Full
stanford faculty affiliate Faculty affiliate 23 yes yes yes yes Full
stanford faculty slac Faculty 24 yes yes yes no Full
stanford faculty retired * Faculty, retired 90   yes yes yes Full
stanford faculty nonactive Former faculty 97          
 
stanford staff   Staff 30 yes   yes yes Full
stanford staff academic Academic staff 30 yes yes yes yes Full
stanford staff onleave Staff 30 yes   yes yes Full
stanford staff emeritus Staff, emeritus 31 yes   yes yes Full
stanford staff otherteaching Other Teaching/Research 32 yes yes yes yes Full
stanford staff temporary Temporary staff 34     yes yes Base
stanford staff casual Staff 35     yes yes Base
stanford staff affiliate Staff affiliate 36       yes Base
sumc staff   Staff 50       yes Base
stanford staff retired Staff, retired 91          
stanford staff student Student staff 92          
stanford staff nonactive Former staff 98          
sumc staff nonactive Former staff 99          
 
stanford affiliate fellow Fellow 85     yes yes Base
stanford affiliate visitscholarvs Visiting Scholar 86     yes yes Base
stanford affiliate visitscholarvt Visiting Scholar Short Term 87     yes yes Base
stanford affiliate sponsored Affiliate 89     yes ** yes  
stanford affiliate courtesy Affiliate 90          
stanford affiliate nonactive Former affiliate 99          

* faculty:retired is not an expected affiliation per current HR-policy, but might arise in transient situations based on a strict (and proper) interpretation of the HR data, for instance, the wrong JCC or during a window between retirement and emeritus status.
** Not all affiliate:sponsored people are in the administrative privgroup, only those that are sponsored directly by individuals in a department. This excludes certain bulk sponsorships, e.g., for summer conferences.

  • Affiliation: This is expressed in two parts -- a primary affiliation type and an optional qualifier. This value is available to authorized applications in a directory attribute called suAffiliation. The value will either be a one-part unqualified affiliation code, e.g., "staff", or a two-part qualified code, e.g., "faculty:emeritus".
    • The four primary University affiliations, Student, Faculty, Staff and Affiliates exist in the context of a relationship with a contributing organization. The two organizations represented in the current Registry are Stanford and SUMC (Stanford University Medical Center, including the Hospital and Clinics). So affiliations are meaningful in the context of the organization in which they exist, and a fully qualified affiliation expresses organization, affiliation and optional qualifier together -- e.g., stanford:staff, stanford:faculty:emeritus, sumc:staff.
    • Note also that ALL non-Stanford affiliations rank lower than "stanford" affiliations, but within an organization are ranked per above.
  • Display Value: A text expansion of the encoded values, suitable for presentation in a non-programmatic setting. Where an affiliation is shown in a directory entry, this is the value that will be used, though the presence of a display value does not imply a public directory entry.
  • Rank: Precedent given to source systems data when examined for "best" value to be used in setting Registered Name, Email, Home Address etc. Note that values are generally arbitrary and relative only, though values 90 and above are considered "deprecated" sources -- they will only be used in the absence of any higher affiliation. A table ordered by rank is shown below.
    • No single ranking can be perfect for all needs. The principles underlying these ranking assignments were to place strong academic relationships first (student/faculty before staff), with student taking the top position because it has the most restrictive business rules that should be applied first. The critical example of this is that ferpa privacy rules need to take precedent over other visibility settings. The outbound Person XML document presents affiliations in their ranking order. Downstream systems that needs to know of specific relationships, e.g., "retired faculty" should understand that such a relationship might be present but not always the first/highest relationship shown.
  • Stanford privgroups: One goal of this information is to provide a common definition of the current/active members of the Stanford community, one that would correspond to that set of people general embraced automatically by systems and services that support that community. It can stand alone, such as in rules for site-licensed software, or defining directory access limited "to authenticated Stanford Community". Or it can be just a useful starting point for determining eligibility or privileges.
    • The Stanford Community consists of all current/active faculty/staff and students. Membership in one of these groups, and in the Stanford Community itself, is expressed by the Privilege Groups maintained in the Registry as a reflection of current affiliations.
    • The stanford column (stanford_ind in the table) is the source of 2 privgroups. A "yes" in the stanford column indicates that there should be both a stanford:stanford privgroup, and a privgroup corresponding to the value in the affiliation type column -- stanford:student, stanford:faculty or stanford:staff. A blank in the stanford column indicates the absence of both privgroups.
    • The acad column (academic_ind in the table) indicates there should be a stanford:academic privgroup, while the admin column (administrative_ind in the table) indicates there should be a stanford:administrative privgroup.
    • Note that each affiliation "authorizes" the privgroups indicated, but only one privgroup of each kind should exist in the entry.
  • Online Listing: a "yes" indicates a relationship that qualifies for a public directory entry (StanfordWho/whois).
  • SUNet ID Eligibility: "Full" indicates eligibility for "regular" (i.e. free, University authorized) services. "Base" is for SUNet ID alone for authentication, but no services.

Here is a view of the affiliations table ordered by Rank. It shows the institutional bias towards academic over administrative affiliations, and shows that the priorities follow the "Stanford" community first. However, rules of eligibility and authorization do not necessarily follow such a neat pecking order, as shown by the representative service columns.

Affiliation Display Value Rank (10 is highest) stanford: privgroups Online Listing SUNet ID
Eligibility
Organization Type Qualifier stanford acad admin
stanford student   Student 10 yes yes   yes Full
stanford student onleave Student 11 yes yes   yes Full
stanford student postdoc Scholar 12 yes yes   yes Full
stanford faculty   Faculty 20 yes yes yes yes Full
stanford faculty onleave Faculty 20 yes yes yes yes Full
stanford faculty emeritus Faculty, emeritus 21 yes yes yes yes Full
stanford faculty otherteaching Faculty other teaching 22 yes yes yes yes Full
stanford faculty affiliate Faculty affiliate 23 yes yes yes yes Full
stanford faculty slac Faculty 24 yes yes yes no Full
stanford staff   Staff 30 yes   yes yes Full
stanford staff academic Academic staff 30 yes yes yes yes Full
stanford staff onleave Staff 30 yes   yes yes Full
stanford staff emeritus Staff, emeritus 31 yes   yes yes Full
stanford staff otherteaching Other Teaching/Research 32 yes yes yes yes Full
stanford staff temporary Temporary staff 34     yes yes Base
stanford staff casual Staff 35     yes yes Base
stanford staff affiliate Staff affiliate 36       yes Base
sumc staff   Staff 50       yes Base
stanford student ndo Student 60   yes   yes Full
stanford student incoming Student, incoming 70       yes Full
stanford student contingent Student, candidate 80         Base
stanford affiliate fellow Fellow 85     yes yes Base
stanford affiliate visitscholarvs Visiting Scholar 86     yes yes Base
stanford affiliate visitscholarvt Visiting Scholar Short Term 87     yes yes Base
stanford affiliate sponsored Affiliate 89     yes ** yes  
stanford faculty retired Faculty, retired 90   yes yes yes Full
stanford affiliate courtesy Affiliate 90          
stanford staff retired Staff, retired 91          
stanford staff student Student staff 92          
stanford student notregistered Student (not registered) 93         Base
stanford student recent Former student 94         Base
stanford student nonactive Former student 96          
stanford faculty nonactive Former faculty 97          
stanford staff nonactive Former staff 98          
stanford affiliate nonactive Former affiliate 99          
sumc staff nonactive Former staff 99          

data history

Aug. 19, 2021 Updated staff:otherteaching display value to Other Teaching/Research.
Dec. 9, 2019 Deleted the IDCARD Priv column.
May 25, 2012 Removed the MLA qualifier. Changed sunetID eligibility for student-ndo to FULL.
Oct 25, 2011 Added new affiliate fellow and visiting scholars
Sep 04, 2005: Revise staff:otherteaching; move staff:affiliate from rank 33 to 36; add details to Card privs
Jul 20, 2005: Sync some 9x rankings with database
Jul 19, 2005: Change staff : affiliate/otherteaching to stanford_ind=now
May 22, 2005: Dropped listing=yes from affiliate:courtesy
Apr 18, 2005: Add student:postdoc and faculty:slac;
Delete faculty/staff:incoming, affiliate:null and affiliate:directory;
Dropped column about printed listing eligibility
Some rank tweaking
Feb 25, 2005: Change acad column from null to yes for staff:academic (to match production tables)
Jan 07, 2005: Move affiliate:sponsored to rank=89. Is an active/current affiliation that should contribute to "title". It was originally 90 so it would not list unless there was nothing better. Now it will list even with higher ranked affiliations, but since we withdraw the affiliation when not needed, this won't be a problem.
Jan 05, 2005: Fix print visibilities to accurately reflect that printed listing are for stanford:stanford only
Dec 27, 2004: Mark faculty:retired as deprecated (italicized) for now, add listing=yes for ndo students
Dec 13, 2004: Change "hospital" to "sumc" and add sumc:staff:nonactive.
Dec 07, 2004: Un-italicized student:mla and added ID Card and listing indicators.
Apr 02, 2004: Deprecate "affiliate" and "affiliate:directory", move "affiliate:sponsored" to 90 and enable it for direct online listing.
Aug 04, 2004: Enabled "stanford" privgroup setting for student:mla
Oct 27, 2004: Improved description of privgroup control columns
Last modified August 19, 2021