Banner is the name of the new integrated software purchased from SCT Corporation and tailored for the University of Portland. It eventually will replace the overburdened and non integrated systems which the University has been using for over a decade.

Banner offers the University a tremendous increase in the quantity and quality of information it can maintain as well as increased accessibility to that information, enhanced data security and compatibility across functional areas of responsibility.

Banner is modular, meaning that there are modules for different functional areas. There is an Alumni-Development module, a Finance module, a Financial Aid module, a Human Resources/Payroll module and a Student module. There also is a General module which ties all of the functional modules together. A persons ID number, name, address, etc... is contained within the General module and is shared by the other modules. Alumni information is maintained within the Alumni/Development module and Payroll information is maintained within the Human Resources/Payroll module but common information would be shared by both modules.

Banner is a collection of forms with imbedded instructions used to enter data, modify data, delete data and query data. Banner simply provides the screens and programs necessary to manipulate data. The data itself is stored in tables residing in an Oracle database. It is a relational database meaning that tables are linked together by means of some internal identification number and therefore data redundancy is limited. One table might have a students ID number and the course numbers that he/she is enrolled in. A separate table has the course numbers and the course descriptions. The course numbers would link the two tables together providing a course number and its description. There are over 1,200 tables in the Banner system.

	SECTION	PAGE
IDENTIFICATION NUMBERS	A	1
NAME STANDARDS	B
Last Name .	B	1
Middle Name	B	2
First Name	B	3
Non Person	B	4
ADDRESS STANDARDS	C
Types	C	1-2
Format
Address	D	1-7
City	E	1-5
States, Provinces, Trust Territories	F	1
Zip Code	G	1
Nations	H	1-3
Military	I	1
Samples	J	1
Source of Change	K	1
TELEPHONE STANDARDS	L
Types	L	1
Format	L	2
DATE STANDARDS	M	1
GENDER STANDARDS	N	1 Rev. 2.12

SOCIAL SECURITY NUMBER STANDARDS	O	1
VETERAN FILE NUMBER STANDARDS	P	1
LEGACY CODE STANDARDS	Q	1
MARITAL STANDARDS	R	1
CONFIDENTIALITY	S	1
ETHNIC STANDARDS	T	1
RELIGION STANDARDS	U	1
PREFIX STANDARDS	V	1-3
SUFFIX STANDARDS	W	1-2

Enter the word GENERATED into the Key Id block, next block (will automatically enter generated into the next Id block, return to add a new record to the BANNER system when you wish the system to generate the identification number.

Persons & Non-Persons All identification keys consist of a unique 9 digit number.

All information is typed in upper/lower case format, i.e., not all caps or all lower case letters.

Hyphens may be used to separate double last names (sometimes used in Hispanic names or by women who wish to utilize their maiden and married names, i.e., Cooper-Smith). However, if there are two last names (un-hyphenated i.e., Monica Lou Creton Quinton), Lou Creton would be input as the Middle Name and Quinton would be input as the Last name.

Always omit spaces between syllables (i.e., Mc, Mac, La, etc.) and the main portion of the name. However, if the portion of the name is an abbreviation rather than a syllable (i.e., Saint = St), a space is maintained between the name elements (i.e., John R St Pierre).

All information is typed in upper/lower case format, i.e., not all caps or all lower case letters. Enter the entire middle name if available for identification purposes.

The period is not used in the middle name field. The system will generate the period after the middle initial and entering a period after an initial will cause it to duplicate, i.e., Jack R.. Smith.

Exception: Person name is John A.H. Smith-a period is entered after the single character first initial in the middle name field but not after the second single character.

Exception: When entering an un-hyphenated double last name such as Monica L. Creton Quinton a single character in the middle name field which is followed by another name is followed by a period:

All information is typed in upper/lower case format, i.e., not all caps or all lower. Always enter the entire first name when available even if they prefer to use the initial of their first name and prefer their middle name.

The period is used after a single character initial in the first name field only when all that is available is an initial:

Single Character First Names should be entered with a period. In those cases where a single character is designated as first name, place the single character in the first name field followed by a period.

Preferred First Name should be entered into the preferred name field, i.e., S. Paul Smith. S. would be entered into the first name field, and Paul would be entered into the preferred name field in addition to the middle name field.

All information is typed in upper/lower case format, i.e., not all caps or all lower. Enter the full legal name of the non-person.

NOTE: Ampersand "&" is used if it is part of the official name of the company, otherwise spell out "and".

Note: Although List Field Values offers additional type codes, these are the only address type codes used for non-person records.

CODE	DESCRIPTION	EXPLANATION
BU	Business	Place where individual works or in the case of a business, the primary address
*CA	Campus	A University of Portland address for students, faculty, staff, etc.
CU	Custodian	Address of a custodian of an individual
EE	Electronic Mail	Electronic mailing address, i.e., Bitnet, Compuserve, Prodigy
EM	Emergency Contact	Person to contact in case of an emergency
FA	Financial Aid	Address received on a financial aid form
MA	Mailing	Mailing address if different from permanent address
P1	Parent(s)	Parent address of an individual
P2	Parent(s) Second	Second parent address of an individual
PR	Permanent	Primary address for individual
LO	Local	A local address of residence excluding U of P Campus if different from PR or MA address

*For a Campus address enter the building, department, etc., in the Street field, Campus in the City field, do not enter anything in the State and Zip fields, and enter 157 (USA) into the Nation Field. Example:

All information is typed in upper/lower case format, i.e., not all caps or all lower.

Use the symbol "&" rather than spelling out "and". Symbols such as "%" (in care of) should not be used. "In Care Of" should not be used.

If the address is a multi-unit apartment or building, place the room, suite, or apartment number to the right of the street address. If the secondary unit designator is not provided and only a # along with the number is provided i.e., 3454 N Jones #4 - remove the "#" and leave a space. (Although the # sign is preferred by the US Postal Service, ORACLE does not permit its use within BANNER, therefore, NEVER use # sign).

Compass directions which are used to identify the geographic area of a city are always abbreviated.

Non-person BANNER address format allows three lines of street address information. Three address lines cause a problem when printing one-inch labels. If both the street address and PO Box number need to be maintained, enter the street address on the first line and the PO Box number on the second address line:

Do not enter data into the second address line until data has been entered into the first address line. Only use the first two lines.

All information is typed in upper/lower case format, i.e., not all caps or all lower.

Use the symbol "&" rather than spelling out "and". Symbols such as "%" (in care of) should not be used. "In Care Of" should not be used.

Compass directions which are used to identify the geographic area of a city are always abbreviated.

BANNER address format allows three lines of street address information. Three address lines cause a problem when printing one-inch labels. If both the street address and PO Box number need to be maintained, enter the street address under the permanent address and the PO Box under the mailing address:

Do not enter data into the second address line until data has been entered into the first address line. Only use the first two lines.

Note: There are times when the zip code for the street address is different from the zip code for the PO Box, i.e., a Beaverton street address and a Portland PO Box number.

All information is typed in upper/lower case format, i.e., not all caps or all lower.

Do NOT enter Canadian Provinces into the City Field. Canadian Provinces are Alberta, British Columbia, Labrador, Manitoba, New Brunswick, New Foundland, Northwest Territories, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan, Yukon and have their own code for entry into the State Field. Note: Canadian addresses must include the city in the City Field and the Province in the State Field. Enter 27 (Canada) into the Nation field.

State codes MUST be entered for all U.S. and Canadian addresses. Refer to the following chart for the appropriate codes for U.S. states and Canadian provinces:

If a state and possession code is not provided on the "Two Letter State and Possession Abbreviations" chart, contact x7300 - Computer Services. *See Section I, Page 1 - Military

A Hyphen must be used when the entire 9 digit zip code is available. If the last four digits are unavailable, enter the first five digits without the hyphen.

A NATION code is required for all non-U.S. addresses and for campus addresses.***

Do NOT enter a NATION code for U.S. addresses with the exception of CAMPUS addresses they must have 157 (United States of America) entered.

*** If a foreign nation code is not provided on the "Nation Code" chart, contact x7300 - Computer Services.

Enter the City into the City Field followed by AFB (all CAPS) for Air Force Base. EXAMPLE: 5 202A 2nd St

CODE	DESCRIPTION	EXPLANATION
CALL	Phone Call	Information exchange by telephone
CONV	Conversion Process	Computerized changes
INWN	Individual Written Notice	Notification in writing from the person
PHON	Phonathon	Gathered through phone-a-thon process
POST	Post Office Change	Returns from US Postal Service
PERS	Personal Contact	Information given in person
LOST	Address is Lost	Address is incorrect
STFF	Info provided by Staff	Notification from a staff member
UNDL	Address is undeliverable	Only coded by Computer Services

CODE	DESCRIPTION	EXPLANATION
BI	Billing	Invoicing phone if different from business phone
BU	Business	Primary phone for business or individual's business phone number
CAR	Cellular Car Phone Number	Phone number for car
CUST	Custodian	Custodian of an individual
EM	Emergency Contact	Phone number of person to contact in an emergency
FA	Financial Aid	Phone number to contact regarding financial aid if different from permanent
FAX	Fax Phone Number	Facsimile phone number
HQ	Corporate Headquarters	Business headquarters number if different from business
LC	Local/Campus	Phone number to contact while attending school or working on campus
MG	Matching Gift	Telephone of company matching individual's gift
MODM	Modem Phone Number	Computer modem number of individual or business
P1	Parent(s)	Parent of an individual
P2	Parent(s) Second	Second parent of an individual
PR	Permanent	Phone number of primary address of individual
SB	Corporate Subsidiary	Other companies owned by corporation

If an extension number is provided, enter only the digits of the extension. Do NOT enter EXT or X into the extension field.

All information is typed in upper/lower case format, ie., not all caps or all lower.

If the information is unavailable leave blank. Do NOT enter in 000000000 or 999999999.

Note: Social Security numbers may be added at any time that the information is available by any department. However, if the Social Security number already exists in BANNER and is incorrect you must NEVER change the Social Security number. Please send a memo to the Payroll Office with the requested change. The only office with authorization to make changes in the Social Security Number field is the Payroll Office.

A Legacy Code identifies a relative or friend with whom the University of Portland had or has a relationship. For example, if your mother is an alumnus of the University, your legacy would be mother.

CODE	DESCRIPTION	EXPLANATION
A	Aunt	Sister of parent
B	Brother	Blood brother or step brother
C	Cousin	Aunt or uncle's child
F	Father	Person student considers father
G	Grandparent	Mother or father of parent
M	Mother	Person student considers mother
P	Parents	When mother and father are not mutually exclusive
S	Sister	Blood sister or step sister
U	Uncle	Brother of parent

CODE	DESCRIPTION	EXPLANATION
D	Divorced	Once married but now legally divorced
M	Married	Legally married
P	Separated	Legally married but living apart
S	Single	Never legally married
W	Widowed	Legally married and spouse is deceased
N	Not Known	Marital status is not known

In accordance with the Family Education Rights and Privacy, 1974, as amended, and to ensure maximum safeguards against indiscriminate distribution of information contained in students' personal records, the University of Portland will disclose information of a confidential nature (that is, information not normally available to the general public) only to the students themselves, to a parent/guardian claiming that student as a dependent (as demonstrated through provision of a copy of the parent/guardian's most recent federal income tax return), or to a third party upon receipt of an original written release signed by the student concerned.

Certain exceptions to this include authorized University personnel acting within the student's legitimate interest; organizations conducting studies for educational and governmental agencies; accrediting agencies; appropriate persons in case of health or safety emergencies; agencies or office in connection with the student's applications for a receipt of financial aid; governmental officials as identified by Public Lab 93-380; and an appropriate official in response to a court order or subpoena. Without a signed release, the University can make only "directory information" available for public use in campus directories, publicity of events, honors, and the like.

The following constitutes directory information: name, address, telephone number, name and address of parent, country of citizenship, major field of study, participation in recognized activities and sports, weight and height of members of athletic teams, photographs, dates of attendance, degrees, honors and awards received, class-year in school, and previous educational institutions attended.

CODE	DESCRIPTION
AJ	Adventist/Jehovah's Witness
BA	Baptist
BU	Buddhist
CA	Catholic
CN	Congregational
CR	Christian
CS	Christian Science
EP	Episcopalian
FD	Fundamentalist (Pentecostal, Foursquare, Assembly of God, etc.)
HD	Hindu
IM	Islam/Muslim
JA	Jayne
JE	Jewish
LD	Latter Day Saints (LDS, Mormon)
LU	Lutheran
ME	Methodist
MN	Mennonite
NO	None (specify having no religion)
NR	No Response (did not respond)
OP	Other Protestant
OR	Other Religion
PN	Pentecostal
PR	Prefer not to respond
PS	Presbyterian
QF	Quakers (Friends) Reformed
UC	United Church of Christ
UN	Undeclared (unproclaimed Religion)

NOTE: If adding an individual for the first time and no prefix is specified, please enter Mr. as a default for all males and Ms. for all females.

CODE	DESCRIPTION
1st Lt.	First Lieutenant
2nd Lt.	Second Lieutenant
Bro.	Brother
Bishop	Bishop
Capt.	Captain
Cmdr.	Commander
Col.	Colonel
CW04	Chief Warrant Officer
Dr.	Doctor
Ensig.	Ensign
Fr.	Father
Hon.	Honorable
Lt.	Lieutenant
Lt. Col.	Lieutenant Colonel
Lt. Cmdr.	Lieutenant Commander
LTJG	Lieutenant (Junior Grade)
Maj.	Major
Miss	Miss
Most Rev.	Most Reverend
Mother Superior	Mother Superior
Mr.	Mister
Mrs.	Married preferred title
Ms.	Ms

CODE	DESCRIPTION
Capt. and Lt.	Captain and Lieutenant
Capt. and Mrs. (Capt. and Mr.)	Captain and Spouse
Col. and Mrs. (Col. and Mr.)	Colonel and Spouse
Dr. and Mrs. (Dr. and Mr.)	Doctor and Spouse
Hon. and Mrs. (Hon. and Mr.)	Honorable and Spouse
Lt. and Mrs. (Lt. and Mr.)	Lieutenant and Spouse
Lt. Col. and Mrs. (Lt. Col. and Mr.)	Lieutenant Colonel and Spouse
Drs.	Doctors
Mr. and Mrs.	Mister and Spouse
Mr. and Ms.	Mister and Miss

Code	Description
B.V.M.	Blessed Virgin Mary
CFRE	Certified Fund Raising Executive
CLU	Chartered Life Underwriter
CPA	Certified Public Accountant
C.S.C.	Congregation of Holy Cross
C.S.J.	Sisters of St. Joseph
D.C.	Doctor of Chiropractic
D.D.	Doctor of Divinity
D.D.S.	Doctor of Dental Surgery
D.M.D.	Doctor of Dental Medicine
D.O.	Doctor of Osteopathy
D.V.M.	Doctor of Veterinary Medicine
Ed.D.	Doctor of Education
II	The Second
III	The Third
IV	The Fourth
Inc.	Incorporated
J.D.	Juris Doctor
Jr.	Junior
LL.D.	Doctor of Laws
Ltd.	Limited
M.D.	Doctor of Medicine
O.D.	Doctor of Optometry
O.S.B.	Order of St Benedict
P.C.	Past Commander, Police Constable, Post Commander
P.E.	Protestant Episcopal
	Section W - Page 2 of 2
Ph.D.	Doctor of Philosophy
Ret.	Retired
R.G.S	Sisters of Our Lady of Charity of the Good Shepherd
R.N.	Registered Nurse
R.N.C.	Registered Nurse Clinician
S.H.C.J.	Society of Holy Child Jesus
S.J.	Society of Jesus
S.N.J.M.	Sisters of Holy Names of Jesus & Mary
Sr.	Senior
S.S.M.O.	Sister of Saint Mary Order
USA	United States Army
USAF	United States Air Force
USAFR	United States Air Force Reserve
USAR	United States Army Reserve
USCG	United States Coast Guard
USMC	United States Marine Corps
USMCR	United States Marine Corps Reserve
USN	United States Navy
USNR	United States Navy Reserve

CODE	DESCRIPTION	EXPLANATION
M	MALE	Description: A male person, man or boy
F	FEMALE	Description: A female person, woman or girl
N	NOT KNOWN	Description: Use N when the information is not available or if the gender cannot be determined by the name, i.e., Chris, Pat, Terry, etc.

CODE	DESCRIPTION
1	American Indian or Alaskan Native
2	Black, Non-hispanic
3	White, Non-hispanic
4	Hispanic
5	Asian or Pacific Islander
6	Race, Ethnicity Unknown

	Section V - Page 2 of 2
M. Sgt.	Master Sergeant
Rev.	Reverend/Priest
Sgt.	Sergeant
SM Sgt.	Senior Master Sergeant
Sister	Sister