Step 06 - Generate status codes

Many titles carry a qualifier about the person’s status in the role: FORMER, INTERIM, PRESIDENT-ELECT, EX OFFICIO, AT LARGE, CO-CHAIR. The qualifier matters for analysis (an interim CEO, a past president) but would split one title into many crosswalk entries. gen_status_codes() detects each qualifier, records it as a 0/1 flag, and removes it from the title, or, for a few that change the role, keeps a standard form.

Before and after

before (TitleTxt5)	after (TitleTxt6)	flags set
FORMER CFO	CFO	FORMER.X
ACTING CFO	CFO	INTERIM.X
INTERIM EXECUTIVE DIRECTOR	EXECUTIVE DIRECTOR	INTERIM.X
PRESIDENT-ELECT	PRESIDENT	FUTURE.X
PAST PRESIDENT	PRESIDENT	FORMER.X
OUTGOING TREASURER	TREASURER	OUTGOING.X
EMERITUS TRUSTEE	TRUSTEE	FORMER.X
BOARD MEMBER THRU	BOARD MEMBER	OUTGOING.X
TRUSTEE EXOFFICIO	TRUSTEE	EXOFFICIO.X
MEMBER AT LARGE	MEMBER	AT.LARGE.X
CO-CHAIR	CHAIR	CO.X
FIRST VICE PRESIDENT	VICE PRESIDENT
REGIONAL DIRECTOR	REGIONAL DIRECTOR	REGIONAL.X
FOUNDER	FOUNDER	FOUNDER.X
EXECUTIVE DIRECTOR	EXECUTIVE DIRECTOR	FOUNDER.X
TREASURER	TREASURER

A person’s flags apply to all of their titles: in “FOUNDER & EXECUTIVE DIRECTOR”, both rows carry FOUNDER.X.

What it does

gen_status_codes()
|
+- remove number words and ordinals (FIRST, SECOND, ...)
+- flag_and_keep()     flag, write one standard form:  EXOFFICIO, REGIONAL
+- flag_and_remove()   flag, delete the qualifier:     FORMER, FOUNDER, FUTURE, INTERIM,
|                                                     OUTGOING, PARTIAL, SCHED O, AT LARGE
+- get_variants()      all the spellings of one status, as one regular expression
+- share flags across a person's rows
+- clean up            drop a trailing EXOFFICIO, a CO- prefix (flag CO.X), NON-VOTING,
                       stray parentheses and punctuation

• REGIONAL stays in the title, because a regional director is a different job. EXOFFICIO stays only when it is the whole title (EXOFFICIO BOARD MEMBER).
• PARTIAL marks a partial year: a date in the title, or an outgoing, future or part-year status.
• A title with both FORMER and FUTURE (“from … until”) keeps FORMER only.

The flags become former.x, interim.x, future.x, outgoing.x, partial.x, ex.officio.x, at.large.x, co.x, region.x, founder.x, sched.o.x and date.x in the final output. The Taxonomy article defines each one.

Assets

Asset	Type	Used for	Load it with
status.codes	crosswalk (package data)	maps each qualifier spelling (status.variant) to its status (status.qualifier)	get_status_codes() or data(status.codes)
number.words	word list (package data)	number words and ordinals to remove	data(number.words)

The crosswalk’s source is data-raw/crosswalks/status-codes.csv in the source repository.

sc <- get_status_codes()
dim(sc)
#> [1] 294   2
table(sc$status.qualifier)
#> 
#>  AT LARGE   CURRENT EXOFFICIO    FORMER   FOUNDER    FUTURE   INTERIM  OUTGOING 
#>         5         1         4        14         4        30         6        33 
#>   PARTIAL  REGIONAL   SCHED O 
#>        10       182         5
head(sc[sc$status.qualifier == "INTERIM", ], 10)
#>    status.variant status.qualifier
#> 59            INT          INTERIM
#> 60        INTERIM          INTERIM
#> 61        PRESENT          INTERIM
#> 62         ACTING          INTERIM
#> 63           TEMP          INTERIM
#> 64      TEMPORARY          INTERIM

Try it

get_variants("FORMER", sc)    # all the spellings of FORMER, as one regex
#> [1] "\\bCEASED\\b|\\bDECEASED\\b|\\bEMERITUS\\b|\\bFORMER\\b|\\bFRMR\\b|\\bIMMED PAST\\b|\\bIMMEDIATE\\b|\\bIMMEDIATE PA\\b|\\bIMMEDIATE PAST\\b|\\bPAST\\b|\\bIMMED PAST\\b|\\bPREVIOUS\\b|\\bPRIOR\\b|\\bRETIRED\\b"

x <- c("IMMEDIATE PAST CHAIR", "OUTGOING CEO", "ACTING DIRECTOR", "TREASURER")
remove_status(x, get_variants("FORMER",  sc))
#> [1] " CHAIR"          "OUTGOING CEO"    "ACTING DIRECTOR" "TREASURER"
remove_status(x, get_variants("INTERIM", sc))
#> [1] "IMMEDIATE PAST CHAIR" "OUTGOING CEO"         " DIRECTOR"           
#> [4] "TREASURER"

Input: TitleTxt5. Output: TitleTxt6, without status qualifiers, and one flag per status. Continue with step 07.