Oracle Calendar Peer Institutions Policies and Procedures

In our efforts to determine what decisions other institutions have made with respect to calendar policies and best practices, we submitted a number of questions to the following institutions, all either currently offering or in the process of offering Oracle Calendaring Services:

    California Polytechnic State University – Chris Broome
    University of Wisconsin – Madison – Guy Stalnaker
    University of North Carolina – Chapel Hill – Stephen Braswell

Their responses are summarized below.

Who can schedule whom?

CalPoly:
At present, any staff and/or faculty can schedule any other staff and/or faculty. The scheduled person chooses whether to accept or decline the meeting.

Under OCS, we plan to extend the same service to students, so anyone can schedule anyone.

A side note: we have about 2,000 students who are FERPA’d. We are meeting with our Registrar’s office next week to determine how we will have to handle such students. Some of the plans and statements that follow may need different processes for such students.

Wisc.:
This question and the one which follows are related. When we decided to purchase and deploy a campus-wide calendaring system, we first had to decide whether we wanted a PIM or an interactive scheduling system. Since PIMs are available for free from Internet web sites like Yahoo and MSN, spending a half million dollars to duplicate them locally seemed an exorbitant waste of money. So, we chose Steltor's Corporate Time because it met an extensive list of requirements created by a cross-departmental team AND it allowed interactive scheduling.

Because interactive scheduling was one of the reasons we got the calendar system in the first place, it then made sense that we'd set account parameters to take advantage of this fact. We did this because of our belief (borne out by research) that most users will not alter the initial application settings, electing in their ignorance (not in its bad connotation) to simply use the application until such time as circumstances force them to review those settings.

So, after that long-winded discourse :-) We set **all** accounts such that times-only are visible for all users and can-invite-me is allowed. We explicitly state this in our Policies and Procedures and explain our reasoning. Thus far, there have only been a few, frankly crotchety older professors, who've thrown a fit about this. We think that the potential for younger professors, staff, and students to have the option of changing how they interact with the calendar system available to them worth the abuse.

UNC-CH:
For the past four or so years we have hosted the CS&T/Steltor/Oracle Calendar for faculty and staff only. We recently deployed a separate server for students with Oracle Calendar 9.0.4.2 in Collaboration Suite mode (using OID for LDAP). We plan to migrate our faculty/staff accounts to that server soon and have everyone on one server.

Anyone can and will be able to schedule anyone and see anyone's calendar. We are working on policies and documentation on how individuals can restrict their schedules if they want.



Who can see whose calendar?

CalPoly:
Anyone can see anyone’s calendar, but:

Wisc:
See above:

UNC-CH:
See above



Who do you see (by default) when you search for someone?

CalPoly:
By default you will see their name, with their ‘Public’ and ‘Normal’ entries.

Wisc:
Now, this is different. We CANNOT restrict the visibility of anyone who has a calendar account in the present version of CorpTime 54 that we have in production. It's simply not possible. At the very least only a name is visible depending on how you map directory attributes. We know that this violates FERPA guidelines as implemented on our campus, but there's simply nothing we can do about it at this time, it's either deny them a calendar account entirely, or tell them that at the most their name is visible in the system, but nothing else is.

Thus, to answer your question directly, by default everyone is available and can be found by a search. The key of course is not whether they can be found, but what can be seen in their agenda once they are found. If their access rights are set such that nothing is visible, then all that the searcher will see is a blank agenda with nothing in it.

UNC-CH:
By default, you can see times only. Individuals have to go change that option if they want it different.

Everyone is available by search. We have some individuals that restrict their directory information. If they do not want people to be able to search for them in our regular electronic directory, we do not allow them to get an account at all. It looks like a later patch might allow some individual restrictions on information but it may not do what I think it does.



Do you pre-populate student calendars with their class schedules?

CalPoly:
Not in place or planned at this time. This is under consideration as a future project phase. We currently use CollegeNet’s Resource25 product for class scheduling and will be looking at downloading Resource25 data into Oracle calendar after OCS is implemented. We also use BlackBoard, with some similar and complimentary features.

The group handling capabilities of Oracle Calendar are not very comprehensive at this time and  would make implementation of class lists a major sub-project.

Wisc:
We do not. We thought at first to populate all agenda with the campus Academic Schedule, but even that was vetoed. What we did was create a campus events import/subscription process that allows students to manually subscribe to things like athletic events (football schedule, their class schedule, etc.).

UNC-CH:
We don't pre-populate this information. We have a programmer that is working on a sort-of "opt-in" piece where students can go to a web page, log in, and add their class schedules. A second phase of that would include the academic schedule, sports schedules, etc. The only thing we add for everyone is University holidays.



Do instructors populate student calendars with tests, exams, etc?

CalPoly:
No. This may be a future enhancement to be integrated with Resource25 and/or BlackBoard, as in the question above.

Wisc:
We are actively working on this in two facets. One is to allow faculty and instructors a method to import into their agendas their teaching schedule, and the other is a mechanism that will allow them to make their class syllabi available for students to import into their agendas. The first is complicated by the available data we have in our data systems. The second is complicated by devising a mechanism using which syllabi information can be formatted correctly for importing. We have the delivery method (the event importing system mentioned above), we just need to work out the data part of things--always the most problematic.

UNC-CH:
No. We have just released our student calendar service about two months ago. We are only beginning with class schedules and the academic calendar.



Who can block whom?

CalPoly:
Anyone can block anyone. However, it might not be wise to block your manager/dean/department chair (etc) from seeing your public and normal calendar entries.

Wisc:
Anyone can block anyone--that's how the access rights of CorpTime work.

UNC-CH:
Anyone can block anyone--that's how the access rights of CorpTime work.



At what point in the account process is the calendar account created?

CalPoly:
At present, calendar accounts are created for Faculty/Staff when the Human Resources feed submits them as new employees.

Student assistant and resource accounts are created manually, via a request form.

Wisc:
We set it up so that when new students, faculty, and staff activate their NetID, this process gets them access to a campus-maintained dial-in pool, the UW portal, Mail, and Calendar systems.

UNC-CH:
Other than email, all extra services our department provides that are tied to a user ID require the customer to go to a web page and request to be "subscribed" to the extra service. This includes calendar, web space, personal cgi access, Oracle accounts for individuals, and research computing services.



When are calendar accounts removed?

CalPoly:
This varies:
Wisc:
Twice a year following defined procedures inactive NetIDs are identified, then the service accounts are destroyed after a minimal wait period.

UNC-CH:
Our deletion process for non user ID and email services is a bit...lacking. As I get time, I plan to set up an automated procedure that scans the expired users list and removes those accounts, which likely won't happen until after the person is gone for at least two months. In the meantime, this is a manual process.

We don't plan on providing this service to alumni. Our Alumni Association provides an email forwarding service and other similar services to alumni. Our organization's scope is focused to active students and employees.



Are folks allowed to opt-out of using the calendar system?

CalPoly:
No – they get (or will get in OCS) an account.  However, whether they use it or not is up to them. A substantial number of our faculty don’t use their accounts today, so their calendars appear to be empty.

Some departments use the calendar very heavily for scheduling meetings and people are quite religious about posting their unavailable time.  Others can be quite lax.

Wisc:
If you mean are they given the option of refusing the creation of a calendar account, then no. But there's nothing, of course, that mandates that they MUST use their calendar unless that comes from within their department or from colleagues. In fact, though we currently have some 70,000 created and thus 'active' accounts, use is only at about 5-10% of that total. We're working on a 'build it and they will come' model :-)

UNC-CH:
Our users are opted-out at user ID creation. We don't require them to subscribe or use the service.



Additional information and online policies/resources:

CalPoly:
Cal Poly has been using the Oracle Calendar on HP Servers since about 1997 – it was originally HP OpenTime, Steltor then acquired the product and named it CorporateTime. Oracle later bought out Steltor and named it Oracle Calendar.

We currently have a project underway (Project PolyComm) to migrate from the above HP-based calendar and HP OpenMail to Oracle Collaboration Suite, which will run on clusters of Dell/LINUX servers.

Our present calendar implementation only provides calendar accounts for staff & faculty – no students, except those student assistants who need them. We have about 2,600 calendar accounts, including about 400 student assistants.

When we move to OCS in the fall, we will give calendar accounts to everyone. This will add about 22,500 student accounts. We plan to have staff & faculty on one calendar node and students on one or more other calendar nodes.

Please see the ‘Policies’ link at:

http://its.calpoly.edu/

for information on policies we have in place.

Wisc:

http://www.doit.wisc.edu/calendaring

UNC-CH:

http://calendar0.isis.unc.edu/swc/images/english/helptoc.htm

Web site...yeah. Not really. We inherited this service from our sister IT organization almost two years ago and are still working on getting policies and documentation together. We've been working more to get things going internally than getting the documentation done. I hope to correct this issue soon.

Here is the little that we do have:

http://help.unc.edu/?search=calendar

Note: calendar.unc.edu = faculty/staff calendar service, schedule.unc.edu = student calendar service, and they eventually will be combined.

Back to Oracle Calendar Policy Steering Committee page

Last Updated 7/30/04 nlil