Defining Name Display Settings

To define how the system displays names throughout Contributor Relations pages, use these components: Name Display Type (SCC_NMD_TYP_TBL) and Name Display Type Parameters (SCC_NMD_TYP_PRM).

This section provides an overview of name display and discusses how to:

  • Define a name display type.

  • Configure name display rules.

The Name Display framework provides a configurable solution that allows institutions to define how a display name appears throughout the Contributor Relations product. This functionality specifically focuses on how a display name appears at the top of the page (at Level 0), not elsewhere on the page. Note that this functionality only impacts pages accessed through the Contributor Relations menu; the style and formatting does not follow to a component accessed from a link within a component or which results in a transfer to a component not on the Contributor Relations menu.

Page Name

Definition Name

Navigation

Usage

Name Display Type

SCC_NMD_TYP_TBL

Set Up SACR > Product Related > Contributor Relations > CR Common Definitions > Name Display Type Setup

Set the various display properties for a display name.

Name Display Type Parameters

SCC_NMD_TYP_PRM

Click the Edit Parameters button on the Name Display Type page.

Further configure how the system displays names throughout Contributor Relations.

Access the Name Display Type page (Set Up SACR > Product Related > Contributor Relations > CR Common Definitions > Name Display Type Setup).

Image: Name Display Type page

This example illustrates the fields and controls on the Name Display Type page. You can find definitions for the fields and controls later on this page.

Name Display Type page

There are four delivered Style choices: PABOLDBLUETEXT, PABOLDTEXT, PSTEXT, and STRONG; PSTEXT is the default value. The system always applies the style you select here to a display name, regardless of any additional parameters. After saving this page, click the Edit Parameters button to access the Name Display Type Parameters page, where you can further define how names will appear.

Access the Name Display Type Parameters page (Click the Edit Parameters button on the Name Display Type page).

Image: Name Display Type Parameters (1 of 2)

This example illustrates the fields and controls on the Name Display Type Parameters (1 of 2). You can find definitions for the fields and controls later on this page.

Name Display Type Parameters (1 of 2)

Image: Name Display Type Parameters (2 of 2)

This example illustrates the fields and controls on the Name Display Type Parameters (2 of 2). You can find definitions for the fields and controls later on this page.

Name Display Type Parameters (2 of 2)

Name Types

Field or Control

Definition

Name Type

Select a name type, which is defined on the Name Type Table page. You can assign multiple name types (such as Primary, Preferred, and Legal) to each Name Display Type. The value selected here determines which name type the system displays for a person's record on the Name Display subpage at Level 0 in a component.

Order

Rank the Name Type in the Name Type hierarchy for the Name Display Type. The system uses this hierarchy in the Display Name resolution process, and determines the particular name display options to use for a display name.

Default Name Field

Select from three delivered options: Use Formal Name, Use Name, or Use Name Display. If no Country Rules are specified, the Default Name Field value is used to derive the Display Name.

Country Rules

You can define multiple sets of country rules for each Name Type. For example, your institution might define English country rules for the primary name type and Belgian country rules for the preferred name type. If you specify country rules, then you must select an option in the Name Field group box.

Field or Control

Definition

Format Using

The system only displays Campus Solutions-supported countries in this list.

Test EmplID

Add person IDs to this grid, which allows you to select test IDs to see how a name actually appears on a page based on the rules entered. You can only add IDs whose names include parts associated with the country.

Name Field

Use the fields in this group box to override the Default Name Field option in the Name Types group box and customize names for a specific country format. You can define the name's appearance part by part, as you go; the appearance of each ID added to the Name Display Test group box refreshes on any field change you make.

There are four options in this group box: Use Name Display, Use Formal Name, Use Name, and Use Name Parts. If you select the Use Name Parts option, the Name Parts grid appears. The grid displays Name Fields specific to the country selected.

Field or Control

Definition

Part Type

Available options are: Name Field, Space, or User Defined.

Name Field: contains values that are dependent on the selected country format such as First Name, Middle Name, Last Name.

Space: allows you to add a single space between other part types. Spaces can only be specified from Part 2 onward.

User Defined: allows you to define other characters (such as commas or periods), or a character string up to 35 characters long.

Name Field

The values that appear in this column are country-specific, based on your selection in the Format Using field.

Dependency

Enter a number to specify a dependent Part, so that parts are only displayed when their dependent parts contain a value. For example, if a prefix is listed but a person has no prefix associated with their name record, the system ignores the entire prefix (name part, punctuation, and spaces) and moves to the next part in the list.

Ignore Criteria

This group box is hidden by default; select the Ignore Rules check box to make it appear. Use the fields here to ignore any Name Field parts of a name. For example, you can make selections here to remove any special characters (such as * or !) used as placeholders for people with single names in your database.