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Organization Units Data Format

The following fields are defined for the Organization Units XML.  An example of an XML file is below the chart. 
After preparing the XML file(s), you can import them using the Import Organizations job in the Administrative menu. See Importing_Research_Organization_Units for more information.
Data Element Occurs Description

Code

<code>

1

The code of the unit. The same code should be used as in the loader for researcher information.

The code must be unique.

Name

<name>

1

If not supplied will default to code

Alternative names

<altname>

0-n

 

External Identifiers + Type

<external_id>

0-n

Any external identifiers. These could be global or local.

Types:

FundRef

  • INSI
  • HESA
  • UCAS
  • UKRLP
  • OrgRef
  • Wikidata
  • GRID
  • Pivot ID
  • Other

Unit type

(unit_type)

1

The type of unit. Below are the codes. Customers can change the label.

  • university
  • faculty
  • school
  • college
  • department
  • institute
  • research_center
  • library
  • administration
  • service
  • other

Description

(description)

0-1

Free text

This would display in an “organization profile” in the public facing portal.

Contact – email

(contact_email)

0-n

Email

This would display in an “organization profile” in the public facing portal.

Contact – phone

+ type

(contact_phone)

0-n

Types:

  • office
  • fax
  • other

This would display in an “organization profile” in the public facing portal.

Address

(address)

0-n

This would display in an “organization profile” in the public facing portal.

Webpages

0-n

This would display in an “organization profile” in the public facing portal.

Email suffixes

0-n

An email suffix that indicates the organization. This information can be useful for matching authors in external capture – e.g. uiowa.edu

organization_units sample XML


The schema is XML and is nested. Note that the top level – the university – should not be included as this level will be created automatically by the system based on the Alma institution.  Any unit/sub-unit should appear only once. If it has a number of sub-units, they should all be listed under the one unit.
Here is an example of an org unit XML file with subunits.

<?xml version="1.0" encoding="UTF-8"?>
<organization_units xsi:noNamespaceSchemaLocation="organization_units.xsd" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
   <unit>
      <unitData>
          <organizationCode>gsdfhdfg</organizationCode>
          <organizationName>Chemistry Department</organizationName>
          <organizationCategory>INTERNAL</organizationCategory>
          <organizationType>EDUCATION</organizationType>
          <unitType>DEPARTMENT</unitType>
          <description>description</description>
          <status>ACTIVE</status>
          <data>
             <addressDataList>
                <city>city</city>
                <country>country</country>
                <line1>line1</line1>
                <line2>line2</line2>
                <line3>line3</line3>
                <line4>line4</line4>
                <line5>line5</line5>
                <note>note</note>
                <postalCode>postalCode</postalCode>
                <stateProvince>stateProvince</stateProvince>
             </addressDataList>
             <alternativeNameList><value>value</value></alternativeNameList>
             <alternativeNameList><value>value</value></alternativeNameList>
             <emailDataList><email>email</email></emailDataList>
             <emailDataList><email>email</email></emailDataList>
             <emailSuffixList><value>value</value></emailSuffixList>
             <keywordList><value>value</value></keywordList>
             <organizationExternalDataList>
               <id>id</id>
               <type>FUNDREF</type>
             </organizationExternalDataList>
             <organizationExternalDataList>
                <id>id</id>
                <type>FUNDREF</type>
             </organizationExternalDataList>
             <phoneDataList>
                <phone>phone</phone> 
                <phoneTypeList>OFFICE</phoneTypeList>
             </phoneDataList>
             <webPagesDataList><url>url</url></webPagesDataList>
         </data>
    </unitData>
    <subUnits>
      <unit>
        <unitData>
           <organizationCode>sfsdfsdfa</organizationCode>
           <organizationName>Magnetic Resonance Center</organizationName>
           <organizationCategory>INTERNAL</organizationCategory>
           <organizationType>EDUCATION</organizationType>
           <unitType>INSTITUTE</unitType>
           <description>description</description>
           <status>ACTIVE</status>
           <data> … </data>
        </unitData>
        <subUnits>…</subUnits>
     </unit>
     <unit>
        <unitData>
           <organizationCode>sfsdfsdfa</organizationCode>
           <organizationName>Magnetic Resonance Center</organizationName>
           <organizationCategory>INTERNAL</organizationCategory>
           <organizationType>EDUCATION</organizationType>
           <unitType>INSTITUTE</unitType>
           <description>description</description>
           <status>ACTIVE</status>
           <data> … </data>
        </unitData>
        <subUnits>…</subUnits>
     </unit>
     <unit>
        <unitData>
           <organizationCode>sfsdfsdfa</organizationCode>
           <organizationName>Magnetic Resonance Center</organizationName>
           <organizationCategory>INTERNAL</organizationCategory>
           <organizationType>EDUCATION</organizationType>
           <unitType>INSTITUTE</unitType>
           <description>description</description>
           <status>ACTIVE</status>
           <data> … </data>
        </unitData>
        <subUnits>…</subUnits>
    </unit> </subUnits>
</unit>
</organization_units> 
 
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