Formatted Text Rules

Web Profile Directory Title Formatting Rules

Staff Rules

Default = HR job code (e.g. P&S or Merit classification)

- If a staff employee has working title in HR system, then that title should be used.
- If a staff employee is also appointed as an adjunct lecturer this should be listed under 'current positions'.

Faculty Rules

Default = HR job code (e.g. Assistant Professor, Adjunct Lecturer, etc.)

The following rules pull from faculty special titles by type from the HR system. Hierarchical rank of special titles should be:

Institutional

Stand-alone title

Assistant or Associate Dean

Stand-alone title

Department Executive Officer

Can be paired with an endowed title after DEO title

Endowed (chair, professorship, or fellowship)

Stand-alone for chair and professorship if at rank of full professor (FT11)
Can precede a job code if at rank of assistant or associate professor (FS13, FT12)
Can follow a collegiate administrative title (e.g. DGS, BAPT Director etc.)

Director of Graduate or Undergraduate studies

Can precede endowed title and job code

Other Collegiate or Department Administrator (i.e. Director of IIB, BAPT Director, MFin Director etc)

Can precede endowed title and job code

PhD Rules

Set Directory Title to: PhD Student in Department

- If Role = Student, Status = Current, Degree Objective = PHD, College = Tippie College of Business

Web Profile Display Name

Pulled from Display First Name, Display Middle Name, and Display Last Name fields

Research Interest

Entered with line breaks in TAP; sent to web profile as separate line entries for each line

Author Formatting

Tippie author formatting: Pulled from Academic Name field
- Multiple initials can be displayed
Non-Tippie author formatting: Last name, Initial 1 (First Name), Initial 2 (Middle Name)
- Maximum of two initials displayed

Formatted Text for Activity Types

Activity Type	Subtype	Conditions	Notes	Formatted Text
Award and Honor		-Only include Role if <> to Recipient -Only include end year if populated and <> to start year		Role, Organization, Start Year - End Year
Service - Editorial & Review	-Type = Editorial and Review, Role = Referee/Reviewer	-Role or Other Role Contains Editor -Only include End Month Year if populated -If Special Issue = True, include "Special Issue"	-Only display records from current and previous academic year on web profiles.	Role OR Other Role, Organization - Special Issue: Special Issue Title, Start Month Year - End Month Year.
Education			-HR will enter education records. -Year is not displayed on web profiles.	Degree Objective in Program, Organization
Education - Tippie PhD Students	-Role = Student -Status = Current -Degree Objective = PHD -College = Tippie College of Business	Format graduation <term> if month = -5 - spring -8 - summer -12 - fall		PhD Student in Department, University of Iowa, expected graduation <term> <Graduation Year>
Employment - Current non-UI	-Current non-University of Iowa employment	Current non-UI employment		Title, Department, Organization
Employment - Current UI	-Current University of Iowa employment	Current UI employment	-HR integration will pull in Tippie appointments.	Title, Department
Employment - Former		-Any employment record with an end date populated or former status -Only include Start Month Year - End Month Year is both are populated		Title, Department, Organization, Start Month Year - End Month Year
Grants & Contracts	-Status = Funded or Completed	-Only include Principal Investigators if populated.		Contact's Academic Name (Role), Principal Investigator(s): Principal Investigators. Title. Organization. Status. Start Month YYYY - End Month YYYY.
Licenses & Certifications		-Only include End year if populated. -Only include Sponsoring Organization if populated. -If End Date is prior to TODAY, add (Inactive) to the end of formatted text.		Organization, Sponsoring Organization, Start Year - End Year Organization, Sponsoring Organization, Start Year - End Year (Inactive)
Presentations		If Role = Other, use Other Role field text. -Only include Presenters Names section if populated.		"Title," Role at Organization, City, State OR City, Country, Month Year. (With <Presenters Names>.)
Professional Memberships		-If no start month year, remove comma at the end. -Only include End Year if populated. If End Year is blank, add " - Present"		Organization, Start Year - End Year
Publication - Book	-Type = Book
Publication - Book Chapter	-Type = Book Chapter -Status = Published	-If Country = US, don't include Country name in formatting.		<Authors> (<Year>). <ChapterTitle.> In <Title>. (Vols. <volume>) (<issue>) pp. <page#>. <Editors> (Eds.) <publisherLocation>: <publisher>. DOI: <digitalObjectId>.
Publication - Conference/Workshop Proceeding	-Type = Conference/Workshop Proceeding -Status = Published OR Accepted/In Press	-Remove pp from pageNumber if it exists in the data. -Italicize name of the conference and year If Status = Accepted, add "(In Press)" -If Country = US, don't include Country name in formatting.		<Authors> (<status>). <Title>. In Proceedings of <Name of Conference> <Year>. <volume> (<issue>) <pageNumber>. <Location>. DOI: <digitalObjectId>.
Publication - Dissertation/Ph.D. Thesis	Type = Dissertation/Ph.D. Thesis			<Authors> (<Year>). <Title>. (Type)
Publication - Journal Article/Report (Accepted/In Press)	-Type = Journal Article OR Magazine/Trade Publication Article OR Research/Technical Report -Status = Accepted/In Press	- Remove pp from pageNumber if it exists in the data. -Italicize name of journal/organization, volume, issue, page number. -If status = Published, add Published_year in ().	-Research/Technical Report and Magazine/Trade Publication Article will have the publication name in Other Organization field. All others will use Account Name.	<Authors> (In Press). (Year). <Title>. <Name of Journal> <volume> (<issue>) <pageNumber>. DOI: <digitalObjectId>.
Publication - Journal Article/Report (Published)	-Type = Journal Article OR Magazine/Trade Publication Article OR Research/Technical Report -Status = Published	- Remove pp from pageNumber if it exists in the data. -Italicize name of journal/organization, volume, issue, page number. -If status = Published, add Published_year in ().	-When Type =Research/Technical Report and Magazine/Trade Publication Article Publication name uses Other Organization field. All others will use Account Name.	<Authors> (<Year>). <Title>. <Name of Journal> <volume> (<issue>) <pageNumber>. DOI: <digitalObjectId>.
Publication - Other	-Type = Other Publication Type -Status = Published	-If Country = US, don't include Country name in formatting.	-Publication Name uses Other Organization field.	<Authors> (<Year>). <Title>. (Affiliation.Other_Type__c) Publication name. (Vols. <volume>) (<issue>) pp. <page#>. <Editors> (Eds.) <publisherLocation>: <publisher>. DOI: <digitalObjectId>.
Publication - Working Paper OR In Progress Journal Article	-Type = Working Paper OR In Progress Journal Article -Status <> Published OR Accepted/In Press	-Type = Journal Article AND Status <> Published, add year from status date field. -Don't include journal name.	-Displays in Working Paper section of web profiles.	<Authors> (<Year>). <Title>.
Service - Editorial & Review	-Type = Editorial and Review -Role = Referee/Reviewer OR Other Role contains Editor	-Role or Other Role Contains Editor -Only include End Month Year if populated	-Only display records from current and previous academic year on web profiles.	Role, Organization, Academic Year.
Service - Editorial & Review (Special Issue)	-Type = Editorial and Review -Role = Referee/Reviewer OR Other Role Editor -Special Issue = TRUE	-Role or Other Role Contains Editor -Only include End Month Year if populated -If Special Issue = True, include "Special Issue"	-Only display records from current and previous academic year on web profiles.	Role OR Other Role, Organization - Special Issue: Special Issue Title, Start Month Year - End Month Year.