The review of first generation coding was completed in Summer 2021. Undergraduate applicants for terms Spring 2022 or later will be evaluated based on the new process. Applicants to earlier semesters than Spring 2022 is subjected to the original code.

Due to the sensitive nature of First Generation data, all reports using the UM_FIRST_GEN flag or student group must receive approval (if not already approved) by completing our First Generation Data Usage Request form. There is an existing catalog of data systems/locations that have already been identified and approved.

In the new process, FGEN student group will be automatically loaded as applications are processed. The code for the daily batch load process is below.

SQL for FGEN group load process
SELECT
  DISTINCT
  MY.EMPLID,
  MY.INSTITUTION
  FROM (Select
          A.EMPLID,
          A.INSTITUTION,
          A.Admit_Term,
          CASE WHEN A.EMPLID IN ((SELECT CC.EMPLID
                                    FROM SYSADM.PS_ISIR_PARENT CC
                                   WHERE CC.EFFDT    = (SELECT MAX(CC_ED.EFFDT)
                                                          FROM SYSADM.PS_ISIR_PARENT CC_ED
                                                         WHERE CC.EMPLID = CC_ED.EMPLID
                                                           AND CC_ED.EFFDT <= SYSDATE)
                                     AND CC.EFFSEQ   = (SELECT MAX(CC_ES.EFFSEQ)
                                                          FROM SYSADM.PS_ISIR_PARENT CC_ES
                                                         WHERE CC.EMPLID = CC_ES.EMPLID
                                                           AND CC.EFFDT = CC_ES.EFFDT)
                                     AND CC.AID_YEAR = (SELECT MAX(CC_EA.AID_YEAR)
                                                          FROM SYSADM.PS_ISIR_PARENT CC_EA
                                                         WHERE CC.EMPLID = CC_EA.EMPLID
                                                           AND CC.EFFDT = CC_EA.EFFDT)
                                    AND CC.FATHER_GRADE_LVL IN ('1', '2')
                                    AND CC.MOTHER_GRADE_LVL IN ('1', '2'))
                                  UNION
                                    (SELECT DTS.EMPLID
                                       FROM SYSADM.PS_STDNT_GRPS_HIST DTS
                                      WHERE DTS.STDNT_GROUP = 'FGEN'
                                        AND DTS.EFFDT >= to_date('08/01/2021', 'MM/DD/YYYY')
                                        AND DTS.EFF_STATUS = 'A'
                                        AND DTS.EMPLID      = A.EMPLID)
                                  UNION
                                 (SELECT DD.EMPLID
                                    FROM SYSADM.PS_RELATION_VW DD
                                   WHERE (DD.PEOPLE_RELATION IN ('M', 'FA', 'PR', 'SF', 'SM')
                                      OR DD.GUARDIAN_RELATIONS IN ('LG', 'PG'))
                                     AND DD.HIGHEST_EDUC_LVL IN ('B','C', 'D', 'E', 'F')
                                     AND DECODE(DD.HIGHEST_EDUC_LVL,' ',1, 'A',2, 'B',3, 'C',4, 'D',5, 'E',6, 'F',7, 'G',8, 'H',9, 'I',10, 'J',11, 'K',12, 'L',13) =
                                         (SELECT MAX(DECODE(EE.HIGHEST_EDUC_LVL,' ',1, 'A',2, 'B',3, 'C',4, 'D',5, 'E',6, 'F',7, 'G',8, 'H',9, 'I',10, 'J',11, 'K',12, 'L',13))
                                            FROM SYSADM.PS_RELATION_VW EE
                                           WHERE DD.EMPLID = EE.EMPLID
                                             AND (EE.PEOPLE_RELATION IN ('M', 'FA', 'PR', 'SF', 'SM')
                                              OR EE.GUARDIAN_RELATIONS IN ('LG', 'PG'))))) THEN 'Y' ELSE 'N' END FIRST_GEN_YES,
          CASE WHEN A.EMPLID IN ((SELECT CC.EMPLID
                                    FROM SYSADM.PS_ISIR_PARENT CC
                                   WHERE CC.EFFDT    = (SELECT MAX(CC_ED.EFFDT)
                                                          FROM SYSADM.PS_ISIR_PARENT CC_ED
                                                         WHERE CC.EMPLID = CC_ED.EMPLID
                                                           AND CC_ED.EFFDT <= SYSDATE)
                                     AND CC.EFFSEQ   = (SELECT MAX(CC_ES.EFFSEQ)
                                                          FROM SYSADM.PS_ISIR_PARENT CC_ES
                                                         WHERE CC.EMPLID = CC_ES.EMPLID
                                                           AND CC.EFFDT = CC_ES.EFFDT)
                                     AND CC.AID_YEAR = (SELECT MAX(CC_EA.AID_YEAR)
                                                          FROM SYSADM.PS_ISIR_PARENT CC_EA
                                                         WHERE CC.EMPLID = CC_EA.EMPLID
                                                           AND CC.EFFDT = CC_EA.EFFDT)
                                     AND (CC.FATHER_GRADE_LVL = '3'
                                      OR CC.MOTHER_GRADE_LVL = '3'))
                                  UNION
                                 (SELECT DD.EMPLID
                                    FROM SYSADM.PS_RELATION_VW DD
                                   WHERE (DD.PEOPLE_RELATION IN ('M', 'FA', 'PR', 'SF', 'SM')
                                      OR DD.GUARDIAN_RELATIONS IN ('LG', 'PG'))
                                     AND DD.HIGHEST_EDUC_LVL IN ('G','H', 'I', 'J', 'K', 'L')
                                     AND DECODE(DD.HIGHEST_EDUC_LVL,' ',1, 'A',2, 'B',3, 'C',4, 'D',5, 'E',6, 'F',7, 'G',8, 'H',9, 'I',10, 'J',11, 'K',12, 'L',13) =
                                         (SELECT MAX(DECODE(EE.HIGHEST_EDUC_LVL,' ',1, 'A',2, 'B',3, 'C',4, 'D',5, 'E',6, 'F',7, 'G',8, 'H',9, 'I',10, 'J',11, 'K',12, 'L',13))
                                            FROM SYSADM.PS_RELATION_VW EE
                                           WHERE DD.EMPLID = EE.EMPLID
                                             AND (EE.PEOPLE_RELATION IN ('M', 'FA', 'PR', 'SF', 'SM')
                                              OR EE.GUARDIAN_RELATIONS IN ('LG', 'PG'))))) THEN 'Y' ELSE 'N' END FIRST_GEN_NO
            FROM SYSADM.PS_ADM_APPL_PROG A
           WHERE A.Admit_Term >= '2220'
             AND A.ACAD_CAREER = 'UGRD'
             AND A.EFFDT       = (SELECT MAX(AA.EFFDT)
                                    FROM SYSADM.PS_ADM_APPL_PROG AA
                                   WHERE A.EMPLID        = AA.EMPLID
                                     AND A.ACAD_CAREER   = AA.ACAD_CAREER
                                     AND A.STDNT_CAR_NBR = AA.STDNT_CAR_NBR
                                     AND A.ADM_APPL_NBR  = AA.ADM_APPL_NBR
                                     AND A.APPL_PROG_NBR = AA.APPL_PROG_NBR)
             AND NOT EXISTS (SELECT JAJ.EMPLID
                               FROM SYSADM.PS_STDNT_GRPS JAJ
                              WHERE JAJ.STDNT_GROUP = 'FGEN'
                                AND JAJ.EMPLID      = A.EMPLID
                                AND JAJ.INSTITUTION = A.INSTITUTION)) MY
 WHERE MY.FIRST_GEN_YES = 'Y'
   AND MY.FIRST_GEN_NO <> 'Y'
order by 1
;

The UM_FIRST_GEN field is available for reporting on UM_STUD_EXT_VW and UM_STUD_CENS_VW. The code for the views is below.

SQL for views
CASE WHEN A.ADMIT_TERM >= '2220' 
  AND A.EMPLID IN (SELECT NC.EMPLID
                     FROM SYSADM.PS_STDNT_GRPS NC
                    WHERE NC.STDNT_GROUP = 'FGEN') THEN 'Y'
WHEN A.EMPLID IN ((SELECT AA.COMMON_ID AS FGEN_EMPLID
                      FROM SYSADM.PS_PERSON_COMMENT AA
                     WHERE AA.INSTITUTION = 'UMS01'
                       AND AA.CMNT_CATEGORY = 'CS1'
                       AND (AA.COMMENTS LIKE '%1st gen%'
                        OR AA.COMMENTS LIKE '%1st Gen%')
                   UNION
                    SELECT BB.EMPLID
                      FROM SYSADM.PS_STDNT_GRPS BB
                     WHERE BB.STDNT_GROUP = 'FGEN'
                   UNION
                    SELECT CC.EMPLID
                      FROM SYSADM.PS_ISIR_PARENT CC
                     WHERE CC.EFFDT = (SELECT MAX(CC_ED.EFFDT)
                      FROM SYSADM.PS_ISIR_PARENT CC_ED
                     WHERE CC.EMPLID = CC_ED.EMPLID
                       AND CC.INSTITUTION = CC_ED.INSTITUTION
                       AND CC.AID_YEAR = CC_ED.AID_YEAR
                       AND CC_ED.EFFDT <= SYSDATE)
                       AND CC.EFFSEQ = (SELECT MAX(CC_ES.EFFSEQ)
                      FROM SYSADM.PS_ISIR_PARENT CC_ES
                     WHERE CC.EMPLID = CC_ES.EMPLID
                       AND CC.INSTITUTION = CC_ES.INSTITUTION
                       AND CC.AID_YEAR = CC_ES.AID_YEAR
                       AND CC.EFFDT = CC_ES.EFFDT)
                       AND CC.FATHER_GRADE_LVL IN ('1', '2', '4')
                       AND CC.MOTHER_GRADE_LVL IN ('1', '2', '4')
                   UNION
                    SELECT DD.EMPLID
                      FROM SYSADM.PS_RELATION_VW DD
                     WHERE (DD.PEOPLE_RELATION IN ('M', 'FA', 'PR', 'SF', 'SM')
                        OR DD.GUARDIAN_RELATIONS IN ('LG', 'PG'))
                       AND DD.HIGHEST_EDUC_LVL IN ('B','C')
                       AND DECODE(DD.HIGHEST_EDUC_LVL,' ',1, 'A',2, 'B',3, 'C',4, 'D', 5, 'E', 6, 'F', 7, 'G', 8, 'H',9, 'I',10, 'J',11, 'K',12, 'L',13) =
                           (SELECT MAX(DECODE(EE.HIGHEST_EDUC_LVL, ' ', 1, 'A', 2, 'B', 3, 'C', 4, 'D', 5, 'E', 6, 'F', 7, 'G', 8, 'H', 9, 'I', 10, 'J', 11, 'K', 12, 'L', 13))
                      FROM SYSADM.PS_RELATION_VW EE
                     WHERE DD.EMPLID = EE.EMPLID
                       AND (EE.PEOPLE_RELATION IN ('M', 'FA', 'PR', 'SF', 'SM')
                        OR EE.GUARDIAN_RELATIONS IN ('LG', 'PG'))))) 
            THEN 'Y'
            ELSE 'N' 
             END FIRST_GEN

Related Page

First Generation Coding Data Issue Documentation

Field Definitions

Click the field names below for definitions and values for some fields which are used in the First Gen calculations.

Highest Education Level

INSTITUTION

EMPLID