PhD Manager user data

PhD Manager requires more data than other Haplo Research Manager modules, because it needs details of postgraduate research projects as well as academic researchers and staff.

Postgraduate Researchers should be included in the feed once they have enrolled (unless PhD Manager is managing your Recruitment and Admissions process.) All other users can be included whether or not they are involved in a postgraduate research project.

Data will typically be sourced from your student records system and HR system, and provided as structured data in JSON or XML.

All users

All users must have:

  • Name (split into title, first and last name fields)
  • Username/ID (see notes below)
  • Email
  • Organisational unit
  • Category of user: Academic staff, Non-academic staff, Postgraduate Researcher (student)

Additionally, your institution may wish to provide:

  • Nationality: Specific nationality, or wider categories such as Home or International
  • Disability information
  • REF Unit of Assessment (for UK institutions only)

See the example user feed file.

Usernames

The username of a user must be unique within the data files, so that users can be unambiguously matched. In addition, either the username or email address will have to match the identifier used to identify users when they log in.

Usernames are opaque to the user sync, and can be any string or identifier. Note that usernames are case insensitive, and internally are converted to lower case. The identifiers used as the username must not differ only in case, eg JSmith and jsmith must refer to the same user.

If a record duplicates the username of a previous record, it will be ignored with an error in the logs.

While it’s not an enforced constraint, it is advised that email addresses are unique for avoiding ambiguity. This is particularly important for authenticating users through external identity systems that use the email address to identify the authenticated user.

Mappings for data provided as a code

Many of the fields will be provided as codes to unambiguously identify things like organisational units, visas and and programmes of study.

You should not include the human readable names within the feed. Instead, please provide Haplo with a mapping that specifies how to interpret the codes. This information can be provided in any format, for example a spreadsheet or a document.

Student project data

As well as the required information above, students must have:

  • Registration/enrolment start date
  • Programme of study
  • Mode (full time or part time)
  • Status (active, suspended, etc)

and optionally,

  • Visa type (especially for Tier 4 monitoring for UK institutions)
  • Supervisors (as usernames)
  • Project title
  • Scholarship/studentship information
  • Programme of study

Additional data and revisions to user feed

The list of data here is not exhaustive. Your institution will probably need additional data to be synchronised to enable implementation of business rules and provide necessary information to your users.

In addition, the integration architecture will determine how data is transferred between systems.

Some of these requirements will only be discovered during the design phase of the implementation. If so, you may need to provide a revised data file at a later stage of the implementation project.

Project data and setup tasks

Additional data about the project and historical changes need to be provided alongside the user data.

Organisational structure
Submission deadline
Historical changes
Past projects
Example user feed file
Sending initial data files