Claude AI at Caltech
What You Can Use Claude For
- Writing, summarization, and analysis
- Coding and research support
- Brainstorming and productivity
- General day-to-day work tasks
For Caltech Work
- Use Caltech Enterprise Claude whenever available
- Follow course, research, and institutional policies
- Disclose AI usage when required
Data Protection Requirements
Do NOT enter the following into AI tools:
- Student data (FERPA)
- Health or medical data (HIPAA/PHI)
- Unpublished research or intellectual property
- Export-controlled data (ITAR/EAR)
- Sensitive HR, financial, or business data
Entering sensitive data into consumer AI tools may be treated as public disclosure
Subscriptions & Purchasing
Plans
- Standard: ~2× token allocation
- Premium: ~5× token allocation
Key Notes
- Subscriptions are annual only
- You can upgrade by submitting a new request
- Monitor token usage in account settings
How to Purchase
- Submit a request: https://access.caltech.edu/ledger_portal/
- For group purchases: include users in the request notes
After Purchase
- The Help Desk completes account setup after billing
Getting Started: Access & Accounts
How to Access Caltech Claude
- Log in using SSO with your Caltech email
Migrating a Personal Claude Account
Option A — Merge (Recommended)
- Log into your personal account
- Go to Settings → Account → Change email
- Switch to your Caltech email
- Merge into Enterprise
Includes transfer of:
- Conversations
- Projects
- Memory
- Custom instructions
This is permanent; your personal account will be closed
Option B — Manual Export
- Settings → Account → Export Data
- Download ZIP file
Notes:
- No import into Enterprise
- History is reference only
- Projects must be recreated manually
Security Best Practices
- Use the least amount of data necessary
- Validate all outputs (AI can be incorrect or biased)
- Do not share outputs without review
- Keep sensitive and non-sensitive workflows separate
Responsible Use
Follow Caltech principles:
- Disclosure: Be transparent about AI usage
- Data Protection: Safeguard institutional data
- Content Responsibility: Verify AI outputs
- Honor Code: Maintain academic integrity
Working with Documents
- Use OneDrive or SharePoint via Microsoft 365 connector
- Store documents in approved locations
- Follow proper controls when working with institutional data
Privacy
- Use is governed by Caltech data protection policies
- Anthropic privacy terms also apply
- Learn more: https://privacy.claude.com
Frequently Asked Questions
Can I convert my personal Claude account to Caltech?
Yes — update your account email to your Caltech address and merge into Enterprise.
Can I transfer my chats and projects?
Yes, via account merge (recommended). Manual export provides reference only (no import capability).
Can students purchase Claude?
Yes, but a PTA is required. Work with your PI or department admin.
Can I pay via my Bursar account?
No — only PTA-based payment is supported currently. Please contact the Bursar's Office for help.
Can I upgrade from Standard to Premium?
Yes — submit a new request specifying the upgrade
Are monthly subscriptions available?
No — subscriptions are annual only
How do I monitor usage?
You can track token usage in your account settings
When are new models available?
New models are available as soon as they are released
Can Caltech or Anthropic access my data?
Refer to Caltech data policies and Anthropic privacy documentation for details
Advanced: Handling Sensitive or Restricted Data
Use Cowork (Desktop App) When
- Only with Caltech-managed devices
- Drafting emails, reports, or presentations
- Working with non-sensitive documents
- Performing general productivity tasks
Required Controls
- Use browser-based Claude only (not desktop)
- Disable Web Search:
- Start new chat → click "+" → uncheck Web Search
- Keep sessions isolated
- Avoid mixing with external or unverified data
Support & Contacts
- General support / subscriptions: [email protected]
- Security questions: [email protected]