99d5108d76
Orthogonal boolean column alongside category, computed in classifier.py's new is_medical_center(). Always flags MED CTR-tagged titles and the existing HS CLIN PROF/-HCOMP patterns regardless of campus; additionally flags generic clinical-workforce titles (physicians, nurses, dentists, pharmacists, therapists, techs, etc.) only at the five campuses that operate a UC-owned academic medical center (UCSF, UCLA, UCD, UCI, UCSD), since those titles are indistinguishable from Student Health Services staff elsewhere. SHS-tagged titles are always excluded. Threaded through as a --group-by dimension for --aggregate-output and as a column on --top-earners-output rows, alongside the per-employee CSV.
444 lines
17 KiB
Python
444 lines
17 KiB
Python
"""
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classifier.py
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==============
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UC employee title classification engine: sorts every employee into one of
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8 analytical categories based on job title (and, for non-academic staff,
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gross pay). Independent of any particular data source — feed it a raw
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title string and (optionally) a gross pay figure.
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CATEGORIES (8 total)
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---------------------
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Categories are organised around the UC Academic Senate membership rules
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(Regents Standing Order 105.1), as listed at senate.ucla.edu/senate-membership
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SENATE_FACULTY
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All titles that carry Academic Senate membership (excluding administrative
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officers such as Chancellor, Dean etc. which are kept in SENIOR_MANAGEMENT):
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- Professor series (all ranks: Full/Assoc/Asst, all pay plans: AY/FY/HCOMP/
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B/E/E/SFT-VM/Law/1-9 etc.)
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- Professor of Teaching / SOE / PSOE (Senate members)
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- Professor of Clinical X (all ranks) -- Senate per SO 105.1
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- Professor-in-Residence (all ranks) -- Senate per SO 105.1
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- Acting Professor and Acting Professor of Teaching (all ranks) -- Senate
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- Instructor and Instructor-in-Residence -- Senate
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- Emeritus/Recall faculty (retired from Senate title)
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- AES Agronomists and Astronomers (tenure series)
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NON_SENATE_ACADEMIC
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Academic titles that do NOT carry Senate membership:
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- Health Sciences Clinical Professor series (HS CLIN PROF) -- explicitly
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listed as non-Senate; kept visible because their HCOMP supplements make
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total pay structurally different from regular faculty
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- Adjunct Professor series
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- Visiting Professor series (including Vis Asst/Assoc Prof)
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- Assistant Acting Professor (different from Acting Assistant Professor,
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which IS Senate)
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- Clinical Associate series
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- Non-Senate Instructional / Lecturers (all variants including LECT-AY,
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LECT-FY, LECT-AY-1/9, Summer Session, Continuing etc.)
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- Professional Research series
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- Project Scientist series
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- Specialist / Cooperative Extension series
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- Visiting Professional Research / Visiting Scholars
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- Volunteer Clinical Professor
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- Librarians, Academic Coordinators, Academic Administrators
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- Postdoctoral Scholars (non-student, non-Senate)
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SENIOR_MANAGEMENT -- kept as-is (anchored patterns to avoid false positives)
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ATHLETICS -- kept as-is (separated to avoid inflating SMG totals)
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STUDENT_TRAINEE -- TAs, GSRs, Readers, Residents, Interns, Student workers
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SENIOR_PROF_STAFF -- non-academic staff, gross pay >= $100k
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PROF_STAFF -- non-academic staff, $40k <= gross pay < $100k
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SUPPORT_STAFF -- non-academic staff, gross pay < $40k
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Pay thresholds for SENIOR_PROF_STAFF vs PROF_STAFF vs SUPPORT_STAFF are
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applied to gross_pay and can be overridden per-call via classify_title()'s
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senior_threshold / support_threshold arguments.
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"""
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import re
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CATEGORIES = [
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"SENATE_FACULTY",
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"NON_SENATE_ACADEMIC",
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"SENIOR_MANAGEMENT",
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"ATHLETICS",
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"STUDENT_TRAINEE",
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"SENIOR_PROF_STAFF",
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"PROF_STAFF",
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"SUPPORT_STAFF",
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]
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CATEGORY_LABELS = {
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"SENATE_FACULTY": "Senate Faculty",
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"NON_SENATE_ACADEMIC": "Non-Senate Academic",
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"SENIOR_MANAGEMENT": "Senior Management (SMG)",
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"ATHLETICS": "Athletics",
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"STUDENT_TRAINEE": "Student / Trainee",
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"SENIOR_PROF_STAFF": "Senior Prof/Staff (>=$100k)",
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"PROF_STAFF": "Professional Staff ($40k-$100k)",
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"SUPPORT_STAFF": "Support Staff (<$40k)",
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}
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# Pay thresholds (adjustable per-call)
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SENIOR_STAFF_THRESHOLD = 100_000
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SUPPORT_STAFF_THRESHOLD = 40_000
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def _fmt_threshold(v: float) -> str:
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if v == int(v) and v % 1000 == 0:
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return f"${int(v) // 1000}k"
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return f"${v:,.0f}"
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def category_labels(senior_threshold: float = SENIOR_STAFF_THRESHOLD,
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support_threshold: float = SUPPORT_STAFF_THRESHOLD) -> dict:
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"""CATEGORY_LABELS with the staff-tier labels reflecting the actual
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thresholds passed to classify_title(), instead of the defaults."""
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labels = dict(CATEGORY_LABELS)
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labels["SENIOR_PROF_STAFF"] = f"Senior Prof/Staff (>={_fmt_threshold(senior_threshold)})"
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labels["PROF_STAFF"] = (f"Professional Staff ({_fmt_threshold(support_threshold)}"
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f"-{_fmt_threshold(senior_threshold)})")
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labels["SUPPORT_STAFF"] = f"Support Staff (<{_fmt_threshold(support_threshold)})"
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return labels
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def _rx(*patterns):
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return [re.compile(p, re.IGNORECASE) for p in patterns]
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# ---------------------------------------------------------------------------
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# Pattern blocks — tested in the order listed in classify_title()
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# ---------------------------------------------------------------------------
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# 1. STUDENT / TRAINEE
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# Tested first because some student titles contain "PROF" or "INSTR".
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# Medical residents are trainees, not staff.
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_STUDENT_RX = _rx(
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r"\bGSR\b",
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r"\bGRAD(?:UATE)? STUDENT RES",
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r"\bTEACH(?:ING)? ASST\b",
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r"[-\s]GSHIP\b",
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r"\bASSOC IN ", # Associate-in-[dept]-GSHIP student series
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r"\bREMEDIAL TUTOR\b",
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r"\bTUT\b", # Tutor (GSHIP and non-GSHIP)
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r"\bREADER\b", # Reader / Special Reader
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r"\bPOSTDOC",
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r"\bPOST[ -]?DOCTORAL",
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r"\bINTERN(?!AL)", # Intern but not Internal
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r"\bRESID(?:ENT)?\s+PHYS", # Resident Physician (medical trainees)
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r"\bPOST D\.?D\.?S\b",
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r"\bCLIN(?:ICAL)? TRAINEE\b",
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r"\bVET(?:ERINARY)?.*(?:INTERN|RESIDENT)\b",
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r"^STDT\b", # Student worker prefix
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r"^STUDENT\b", # Student 1/2/3/4, Student Researcher etc.
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r"\bSTUDENT RESEARCHER\b",
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r"\bTEACHING FELLOW\b",
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)
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# 2. ATHLETICS
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# Tested before SMG so coaches don't match DEAN/DIR patterns.
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_ATHLETICS_RX = _rx(
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r"\bHEAD COACH\b",
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r"\bATH(?:LETIC)? COACH\b",
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r"\bINTERCOL ATH\b",
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r"\bATH DIR\b",
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r"\bATHLETICS DIR",
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r"\bATH ASSOC DIR\b",
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r"\bASC HEAD COACH\b", # Associate Head Coach (GCC abbreviation)
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r"^COACH (?:ASSISTANT|SPEC)\b", # Assistant/Specialist Coach series (2024)
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r"^RECR COACH\b", # Recreation Coach series
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r"^ATH (?:MANAGER|TRAINER|SUPERVISOR|PROFL)\b", # Athletics staff series
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r"^SPORTS MEDICAL ATH\b", # Sports Medical Athletic Trainer
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r"\bATH PROFL\b", # Ath Profl series
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)
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# 3. SENIOR MANAGEMENT
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# Anchored/specific patterns to avoid false positives like
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# "Assistant TO Dean" or "Director of Nursing".
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_SMG_RX = _rx(
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r"^CHANCELLOR\b",
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r"^CHANC\b",
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r"\bVICE CHANC\b",
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r"\bVICE[ -]CHANC\b",
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r"\bASSOC VICE CHANC\b",
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r"\bASST VICE CHANC\b",
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r"^PROVOST\b",
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r"\bVICE PROVOST\b",
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r"\bASSOC VICE PROVOST\b",
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r"\bASST VICE PROVOST\b",
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r"^EXEC VICE AND PROVOST\b",
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r"\bPROVOST\b", # catches Executive Vice and Provost, Senior VP variants
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r"\bVICE PRES\b",
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r"^PRESIDENT\b",
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r"^DEAN\b", # Anchored: DEAN at start, not "Assistant to Dean"
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r"^DEAN AST\b", # Assistant Dean (2015 GCC form)
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r"^DEAN ASC\b", # Associate Dean (2015 GCC form)
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r"^ACT/INTERIM DEAN\b",
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r"^DEAN UNIV EXT\b",
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r"\bDIR EXEC\b",
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r"\bEXEC DIR\b",
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r"\bEXECUTIVE DIRECTOR\b",
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r"\bLAB(?:ORATORY)? DIRECTOR\b",
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)
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# 4. SENATE FACULTY
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# All titles conferring UC Academic Senate membership under SO 105.1,
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# excluding administrative officers (Chancellor, Dean etc.) which are in SMG.
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#
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# Key inclusions confirmed from senate.ucla.edu/senate-membership:
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# Professor (all ranks + pay plans)
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# Professor of Teaching (SOE/PSOE) -- Senate
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# Professor of Clinical X (all ranks) -- Senate (NOT the HS series)
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# Professor-in-Residence (all ranks) -- Senate
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# Acting Professor / Acting Professor of Teaching (all ranks) -- Senate
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# Instructor / Instructor-in-Residence -- Senate
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# Emeritus (retired from Senate title) / Recall Faculty
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_SENATE_RX = _rx(
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# --- Core professorial series (all ranks, all pay plans) ---
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# Anchored at ^ to avoid matching "ADJ PROF", "VIS PROF", "HS CLIN PROF" etc.
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r"^(?:ASST\s+|ASSOC\s+)?PROF-(?:AY|FY|HCOMP|SFT-VM)\b",
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r"^(?:ASST\s+|ASSOC\s+)?PROF-AY-", # B/E/E, 1/9, 1/10, LAW variants
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r"^(?:ASST\s+|ASSOC\s+)?PROF-FY-",
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r"^(?:ASST\s+|ASSOC\s+)?PROF-SFT-VM\b",
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r"^(?:ASST\s+|ASSOC\s+)?PROF-HCOMP\b", # bare HCOMP (GCC full-prof titles)
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# --- Professor of Teaching / SOE / PSOE (Senate) ---
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r"^(?:ASST\s+|ASSOC\s+)?PROF OF TEACH\b",
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r"^(?:ASST\s+|ASSOC\s+)?PROF OF TEACH-",
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r"PROF(?:\s+OF)?\s+TEACH.*EMERITUS",
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# --- Professor of Clinical X (all ranks) -- Senate per SO 105.1 ---
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# NB: "HS CLIN PROF" (Health Sciences series) is NON-Senate and is
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# caught in NON_SENATE_ACADEMIC. This pattern matches the non-HS variant.
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r"^(?:ASST\s+|ASSOC\s+)?PROF OF CLIN\b",
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r"^(?:ASST\s+|ASSOC\s+)?PROF OF CLIN-",
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# --- Professor-in-Residence (all ranks) -- Senate ---
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r"^(?:ASST\s+|ASSOC\s+)?PROF IN RES\b",
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r"^(?:ASST\s+|ASSOC\s+)?PROF IN RES-",
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# --- Acting Professor and Acting Professor of Teaching -- Senate ---
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# "Acting Professor" IS Senate; "Assistant Acting Professor" is NOT.
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# Pattern: ACT [ASSOC|ASST] PROF (without "ASST ACT" order which = non-Senate)
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r"^ACT\s+PROF\b",
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r"^ACT\s+PROF-",
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r"^ACT\s+ASSOC\s+PROF\b",
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r"^ACT\s+ASSOC\s+PROF-",
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r"^ACT\s+ASST\s+PROF\b",
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r"^ACT\s+ASST\s+PROF-",
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r"^ACT\s+(?:ASSOC\s+|ASST\s+)?PROF OF TEACH\b",
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r"^ACT\s+(?:ASSOC\s+|ASST\s+)?PROF OF TEACH-",
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r"^ACT\s+(?:ASSOC\s+|ASST\s+)?PROF OF CLIN\b",
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r"^ACT\s+(?:ASSOC\s+|ASST\s+)?PROF OF CLIN-",
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r"^ACT\s+(?:ASSOC\s+|ASST\s+)?PROF IN RES\b",
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r"^ACT\s+PROF-AY-LAW\b", # Acting Prof Law series
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# --- Instructor / Instructor-in-Residence -- Senate ---
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r"^INSTR\b",
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r"^INSTR-",
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r"^INSTRUCTOR\b",
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r"^(?:ASST\s+|ASSOC\s+)?INSTR IN RES\b",
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# --- Regents' Professor (endowed Senate title) ---
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r"^REGENTS'? PROF\b",
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# --- Emeritus / Recall (retired from Senate title) ---
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r"\bPROF(?:ESSOR)?[-\s]EMERITUS\b",
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r"\bPROF(?:ESSOR)?\s+EMERITUS\b",
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r"^RECALL FACULTY\b",
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# --- Specialty tenure series (Senate) ---
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r"^(?:ASSOC\s+|ASST\s+)?AGRON AES(?:-AY|-FY|-B/E/E|-SFT-VM)?$",
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r"^(?:ASSOC\s+|ASST\s+)?ASTRONOMER(?:-AY|-FY)?$",
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)
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# 5. NON-SENATE ACADEMIC
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# Academic titles WITHOUT Senate membership per SO 105.1 and senate.ucla.edu.
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_NON_SENATE_RX = _rx(
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# --- Health Sciences Clinical Professor series (explicitly non-Senate) ---
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r"^HS\s+(?:ASST\s+|ASSOC\s+)?CLIN PROF\b",
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r"^HS\s+(?:ASST\s+|ASSOC\s+)?CLIN PROF-",
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r"^HS\s+CLIN INSTR\b", # HS Clinical Instructor
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r"^HS\s+CLIN INSTR-",
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# --- Adjunct Professor series ---
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r"\bADJ(?:UNCT)?\s+PROF\b",
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r"\bADJ\s+INSTR\b",
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# --- Visiting Professor series (non-Senate) ---
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# "VIS PROF", "VIS ASST PROF", "VIS ASSOC PROF"
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r"\bVIS\s+(?:ASST\s+|ASSOC\s+)?PROF\b",
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r"\bVIS\s+(?:ASST\s+|ASSOC\s+)?PROF-",
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# --- Assistant Acting Professor (non-Senate; reversed word order matters) ---
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r"^ASST\s+ACT\s+PROF\b",
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r"^ASST\s+ACT\s+PROF-",
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# --- Clinical Associate series ---
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r"^(?:ASST\s+|ASSOC\s+)?CLIN PROF\b", # non-HS clinical (no HS prefix)
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r"^(?:ASST\s+|ASSOC\s+)?CLIN PROF-",
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r"\bCLIN PROF-VOL\b", # Volunteer Clinical Professor
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# --- Non-Senate Instructional / Lecturers (all variants) ---
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r"\bLECTURER\b",
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r"\bLECT\b", # LECT-AY, LECT-FY, LECT-AY-1/9 etc.
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r"^LECT-",
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r"\bSR\s+LECT\b",
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r"\bSENIOR\s+LECT\b",
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r"\bLECT\s+IN\b", # Lect In Summer Session
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r"\bCONT(?:INUING)?\s+EDUCATOR\b",
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r"\bSUPV\s+OF\s+TEACH\s+ED\b",
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# --- Professional Research series ---
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r"\bPROF(?:ESSIONAL)?\s+RES(?:EARCHER)?\b",
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r"\bSR\s+RES\b",
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r"\bASSOC\s+RES\b",
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r"^RES-(?:FY|AY)\b",
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r"^ASST\s+RES-",
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# --- Project Scientist series ---
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r"\bPROJ(?:ECT)?\s+SCI(?:ENT)?",
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r"\bVIS\s+PROJ\s+SCI", # Visiting Project Scientist
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# --- Specialist / Cooperative Extension series ---
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# Anchored to avoid "PHYSICIAN SPECIALIST", "IT SPECIALIST" staff titles
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r"^(?:SR\s+|ASSOC\s+|ASST\s+)?SPECIALIST(?:\s+AES|\s+COOP|\s+NEX|\s*$)",
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r"\bCOOP\s+EXT\s+(?:SPEC|ADVISOR|ADV)\b",
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# --- Recall/Recall-type lecturer ---
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r"\bLECT-RECALL\b",
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r"\bPROF-RECALL\b", # Recalled ladder faculty (post-emeritus)
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# --- Librarians (non-Senate academic series) ---
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r"\bLIBRARIAN\b",
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# --- Academic Coordinators / Administrators ---
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r"\bACAD(?:EMIC)?\s+COORD\b",
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r"\bACAD(?:EMIC)?\s+ADMIN\b",
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)
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# ---------------------------------------------------------------------------
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# Normalisation
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# GCC (State Controller) uses title case with full words:
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# "Assistant Prof-Ay", "Associate Prof-Ay", "Visiting Prof", "Acting Prof-Ay"
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# UCOP uses abbreviated upper case: "ASST PROF-AY", "ASSOC PROF-AY"
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# Normalise to upper case + UCOP abbreviations so all patterns work on both.
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# ---------------------------------------------------------------------------
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_GCC_EXPANSIONS = [
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(re.compile(r"\bASSISTANT\b"), "ASST"),
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(re.compile(r"\bASSOCIATE\b"), "ASSOC"),
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(re.compile(r"\bVISITING\b"), "VIS"),
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(re.compile(r"\bACTING\b"), "ACT"),
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# GCC 2024 uses "Professor-Ay" instead of "Prof-Ay".
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# Also catches the UCSB corruption "Professoressor" (doubled suffix).
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(re.compile(r"\bPROFESSOR(?:ESSOR)?\b"), "PROF"),
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]
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def normalise(t: str) -> str:
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"""Upper-case, collapse whitespace, expand GCC full-word rank abbreviations."""
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t = re.sub(r"\s+", " ", t.upper().strip())
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for pattern, replacement in _GCC_EXPANSIONS:
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t = pattern.sub(replacement, t)
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return t
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def classify_title(raw_title: str, gross_pay: float = 0.0,
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senior_threshold: float = SENIOR_STAFF_THRESHOLD,
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support_threshold: float = SUPPORT_STAFF_THRESHOLD) -> str:
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t = normalise(raw_title)
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if any(rx.search(t) for rx in _STUDENT_RX):
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return "STUDENT_TRAINEE"
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if any(rx.search(t) for rx in _ATHLETICS_RX):
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return "ATHLETICS"
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if any(rx.search(t) for rx in _SMG_RX):
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return "SENIOR_MANAGEMENT"
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# Senate faculty tested before non-Senate so that e.g. PROF OF CLIN
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# (Senate) doesn't fall through to the CLIN PROF (non-Senate) pattern.
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if any(rx.search(t) for rx in _SENATE_RX):
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return "SENATE_FACULTY"
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if any(rx.search(t) for rx in _NON_SENATE_RX):
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return "NON_SENATE_ACADEMIC"
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# Staff: split by pay level
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if gross_pay >= senior_threshold:
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return "SENIOR_PROF_STAFF"
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elif gross_pay >= support_threshold:
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return "PROF_STAFF"
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else:
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return "SUPPORT_STAFF"
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# ---------------------------------------------------------------------------
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# MEDICAL CENTER FLAG
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# ---------------------------------------------------------------------------
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# Orthogonal to classify_title()'s category: marks employees working at a UC
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# academic medical center (clinical/HCOMP faculty, physicians, nurses, and
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# the broader allied-health/hospital-operations workforce), regardless of
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# which of the 8 categories they land in above.
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#
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# Built from actual UC-wages title text, not guessed. Two signals:
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#
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# 1. ALWAYS (any campus): titles that are unambiguous wherever they appear.
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# - "MED CTR" literal substring -- only ever seen on hospital-building
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# facilities/exec titles (MED CTR COOK, CEO MED CTR, etc.), never on
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# clinical professional titles, never at non-medical-center campuses.
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# - HS CLIN PROF / HS CLIN INSTR series (Health Sciences clinical
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# faculty -- same titles already routed to NON_SENATE_ACADEMIC above).
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# - Bare "-HCOMP" ladder titles (Health Sciences Compensation Plan --
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# same titles already routed to SENATE_FACULTY above).
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#
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# 2. ONLY at the 5 campuses that operate a UC-owned academic medical center
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# (UCSF, UCLA, UCD, UCI, UCSD -- UC Riverside has a medical school but no
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# UC-owned teaching hospital of its own): generic clinical-workforce
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# titles (physicians, nurses, dentists, pharmacists, therapists, techs,
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# etc.). These same titles show up identically at every campus (student
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# health services exists everywhere), so outside these 5 campuses they
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# can't be told apart from student health staff by title text alone.
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#
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# EXCLUDED everywhere: any title containing "SHS" (Student Health Services)
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# -- present even at UCSF (e.g. "HC ADM SHS MGR 1"), a distinct campus-wide
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# operation from the hospital system.
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MEDICAL_CENTER_CAMPUSES = frozenset({"UCSF", "UCLA", "UCD", "UCI", "UCSD"})
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_MEDICAL_ALWAYS_RX = _rx(
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r"MED CTR",
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r"^HS\s+(?:ASST\s+|ASSOC\s+)?CLIN (?:PROF|INSTR)\b",
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r"-HCOMP\b",
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)
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_MEDICAL_CLINICAL_STAFF_RX = _rx(
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r"\bPHYSICIAN\b", r"\bPHYSCN\b", r"\bNURSE\b", r"\bANESTHET",
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r"\bDENTIST\b", r"\bPHARM", r"\bTHERAPIST\b", r"\bRESP THER",
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r"\bPERFUSION", r"\bMIDWIFE\b", r"\bAUDIOLOG", r"\bOPTOMETR",
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r"\bDIETIT", r"\bCLIN SOCIAL", r"\bRADIOLOG", r"\bCLIN LAB",
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r"\bPHLEBOTOM", r"\bMED TCHN\b", r"\bNUC MED TCHNO\b", r"\bDIALYSIS\b",
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r"\bULTRASOUND\b", r"\bECHOCARD", r"\bEEG\b", r"\bCATH LAB\b",
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r"\bPSYCHIAT",
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)
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_MEDICAL_EXCLUDE_RX = _rx(r"\bSHS\b")
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def is_medical_center(raw_title: str, campus: str) -> bool:
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t = normalise(raw_title)
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if any(rx.search(t) for rx in _MEDICAL_EXCLUDE_RX):
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return False
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if any(rx.search(t) for rx in _MEDICAL_ALWAYS_RX):
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return True
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if campus in MEDICAL_CENTER_CAMPUSES:
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return any(rx.search(t) for rx in _MEDICAL_CLINICAL_STAFF_RX)
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return False
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