tuesday may 8, 2007 michael sessa executive director sheeo/nces network conference & ipeds...
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Tuesday May 8, 2007
Michael Sessa
Executive Director
SHEEO/NCES Network Conference & IPEDS WorkshopSt. Petersburg, FL
Standards Make the World Go Round!
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Overview of PESCCurrent ActivitiesStandards Forum for EducationXML Registry & Repository for
the Education CommunityFuture Activities
AgendaAgenda
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Established in 1997 and located in Washington, D.C., the Postsecondary Electronic Standards Council (PESC) is a non-profit, community-based, umbrella association of colleges and universities; professional and commercial organizations; data, software and service providers; and state and federal government agencies.
PESC’s mission is to lead the establishment and adoption of data exchange standards in education.
The goals of the mission are to enable the improvement of institutional performance and foster collaboration across educational communities in order to lower costs, improve service, and attain system interoperability.
MissionMission
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Pete Nalli, Chair, Director of Architecture and Software Development, DatatelCraig Cornell, Vice Chair, Director of Enrollment Services, NelnetSteve Biklen, Treasurer, President (retired), Citibank Student Loan Corp Represents NASLA David Moldoff, Secretary, President, AcademyOne, Inc.Barbara Clements, Chief Standards Officer, National Transcript CenterJudith Flink, Executive Director of Student Financial Services, University of Illinois SystemBrian Lecher, Executive Vice President of IT, AES/PHEAAMichael Sessa, Executive Director, PESCRick Skeel, Director of Academic Records, University of Oklahoma Represents AACRAOFrancisco Valines, Director of Financial Aid, Florida International University Represents NASFAAAndy Wood, Development Director, Oracle Corporation
Board of DirectorsBoard of Directors
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Adele Marsh, Chair, Vice President of Industry Initiatives, AES
Robert King, Vice Chair, Director of Strategic Development, Citibank
Paula Brower, Banner Student Product Manager, SunGard Higher Education
Holly Hyland, Management Analyst, Office of Federal Student Aid, US Department of Education
Adriana Farella, Executive Director, Strategy & Analytics, College Board
Bruce Marton, Associate Director, Student Information Systems, University of Texas at Austin
Eddie Upton, Systems Analyst Manager, University of Mississippi
Steering CommitteeSteering Committee
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Members AACRAO*, AcademyOne, Inc., AES, Bowling Green State University, California Community College System, CBA, Central Connecticut State University, Citibank*, COHEAO*, College Board*, Columbia University, Community College of the Air Force, Dartmouth College, Datatel, EdFinancial Services, EFC*, ELM Resources, Florida State University, Georgetown University, George Washington University, Georgia Board of Regents, Iowa State University, Law School Admission Council*, Miami University-DARS, NASFAA*, NASLA, National Career Assessment Services, Inc. (NCASI), National Student Clearinghouse, National Transcript Center, NCHELP*, Nelnet, Northern Illinois University, Ohio Board of Regents, Ontario College Application Services (OCAS), Oracle, Purdue University, Sallie Mae*, SmartCatalog, SunGard Higher Education*, SLSA*, Texas A & M University, TG, University of Alaska System, University of Denver, University of Illinois at Chicago, University of Illinois Student Financial Services, University of Illinois at Urbana Champaign, University of Lethbridge, University of Maryland – University College, University of Minnesota, University of Mississippi, University of Northern Iowa, University of Oklahoma, University of Phoenix, University of South Florida, University of Texas at Austin, University of Virginia, USA Funds*, US Department of Education*, Vangent (formerly Pearson)*, Virginia Polytechnic Institute, Wachovia Education Finance, Xap
Affiliates Access Group, ACT*, ACE, California School Information Services, College Source, ConnectEdu, Docufide, Educause*, First Marblehead Education Resources, IDAPP, IMS Global Learning Consortium, Jenzabar, JP Chase Morgan Bank NA, JustIQ, Key Bank, Regent Education, SIFA, Triand
* Founder
MembershipMembership
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Technical Advisory Board
Submission Advisory Board
Change Control Board
Steering Committee
Course Inventory
Data Transport Transcript Request/Response
Transcript Ackn. & Batch
Workgroups
HierarchyHierarchyBoard of Directors
Degree Audit Request/Response
Education Test Score Report
Admission Application
Student Aid Inquiry
Randy Mertens
Chair
Monique Snowden, Texas A & M
Chair
Steve Margenau, Great Lakes
Chair
Taxonomy
EA2 Task Force
High School Transcript
Online Loan Counseling
Charlie Leonhardt, Georgetown
Chair
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Meeting ScheduleMeeting ScheduleBoard Every other month + Annual Summer Retreat
Steering Committee Every month (1st Monday) + Annual Summer Retreat
Membership Twice per year
Summits Twice per year (focused on Workgroups & Boards) Winter Summit (Jan/Feb) + Board + Steering
Committee + AACRAO SPEEDE + NCHELP ESC Fall Summit (Oct) + Board + Steering Committee +
Membership + AACRAO SPEEDE
Annual Conference on Technology and Standards
April (held in partnership with CBA, EFC, & NCHELP) 5th Annual Conference on Technology & Standards
Washington DC 4/28/08 – 4/30/08
+ Board + Membership + AACRAO SPEEDE
Standards Forum Boards and Workgroups
Weekly
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Key factors in higher education: Access Affordability Success
Data exchange along the student lifecycle Secondary to Postsecondary Postsecondary to Postsecondary
Elimination of redundancy Reusability of data Recycling of data
PESC Policy SupportsPESC Policy Supports
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
“Coopetition” – Cooperation among competitors for the greater common good
No single law, model, or mandate can standardize higher education
Agreement to not compete on data exchange, that the education network/super highway is a necessary commodity
Development and adoption is voluntary and consensus-based
Lessons learned from the ATM network and SEVIS
PESC – New ParadigmsPESC – New Paradigms
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Agreement to compete on price and service Collaboration through PESC – our cornerstone
principle, a neutral objective third party, levels the playing field and allows a trusting environment
PESC does not benefit from the national standards agreed upon by the community
Ability to rely on consistent, accurate data exchange frees you up to focus on the needs of students
PESC – New ParadigmsPESC – New Paradigms
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
AACRAO’s SPEEDE Committee Data Quality Campaign NASFAA’s Technology Initiatives Committee NCHELP’s ESC Committee SIFA US Department of Education
– Office of Federal Student Aid (FSA)
Industry PartnersIndustry Partners
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Reaching out to ensure usability and coordination CCSSO HR-XML IMS Global Learning Consortium Internet2 Joint Information Systems Committee (JISC) – UK NCES OASIS Open Source Student Services System Office of Planning, Evaluation, and Policy Development SHEEO
OutreachOutreach
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Milestone - 82 Members and Affiliates – 6 Partners Board and Steering Committee Working in Harmony Significant National and International Adoption Formal Policies and Procedures for Development 5 Standards Approved High School Transcript, College Transcript, Common
Record: CommonLine (CRC), Data Transport Standard (DTS), Online Loan Counseling
2 “Standards” Submitted Degree Audit, Transcript Request and Response
6 “Standards” in Development Admission Application, Course Inventory, Education Test Score, Student Aid Inquiry, Taxonomy, Transcript Ack. & Batch
Organizational GrowthOrganizational Growth
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Paper Forms Wet Signature Common Forms and Common Applications Online Applications and E-Sign Proprietary Formats EDI eXtensible Markup Language - XML
Evolution of Data ExchangeEvolution of Data Exchange
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Continuing to promote usage statistics and implementation as provided by the Internet Server at the University of Texas at Austin
Continuing to include appropriate EDI sessions at conferences and summits
Communicating that SPEEDE continues to serve as experts on the subject of EDI development and implementation
EDI embraced and used by admissions and registrar functions but not for financial aid
Support for ANSI EDISupport for ANSI EDI
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Postsecondary Transcripts 2005 vs. 2006
0
20,000
40,000
60,000
80,000
100,000
Month
Numbe
r
2006 81,373 35,725 36,902 44,516 84,665 66,754 51,889 73,880 43,333 44,505 45,654 50,961
2005 61,974 32,634 32,866 39,792 71,493 58,547 39,750 61,164 35,169 36,207 42,242 43,814
January February March April May June July August September October November December
Support for ANSI EDISupport for ANSI EDI
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Admission Applications 2005 vs. 2006
0
20,000
40,000
60,000
80,000
100,000
Month
Numbe
r
2006 82,805 43,973 40,118 31,338 26,913 19,219 16,171 13,716 24,935 54,329 88,920 67,584
2005 60,316 34,888 31,608 27,317 21,090 16,099 11,925 10,419 20,275 38,198 66,391 50,769
January February March April May June July August September October November December
Support for ANSI EDISupport for ANSI EDI
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Test Score Reports 2005 vs. 2006
0
10,000
20,000
30,000
40,000
50,000
Month
Numbe
r
2006 18,022 15,961 4,423 12,794 2,574 25,196 3,879 3,403 5,520 7,462 46,548 33,557
2005 16,892 17,307 4,382 17,597 13,275 14,659 3,464 4,258 6,679 28,550 26,412 38,517
January February March April May June July August September October November December
Support for ANSI EDISupport for ANSI EDI
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
All Transactions 2005 vs. 2006
0
100,000
200,000
300,000
400,000
Month
Numbe
r
2006 289,393 152,222 140,278 153,737 215,882 198,994 145,142 186,907 144,450 189,875 259,599 226,557
2005 216,019 130,350 140,158 141,311 186,043 162,809 107,549 149,737 108,157 166,923 202,113 203,514
January February March April May June July August September October November December
Support for ANSI EDISupport for ANSI EDI
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Founded August 4, 2000 Serves as the operational and development arm of
PESC “Candidates” for standards are proposed,
developed, and processed by the Standards Forum Governed by a Steering Committee Includes multiple Boards and Workgroups
Standards Forum for EducationStandards Forum for Education
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
CommonLine 4
CommonLine 5
PELL
Common Record
Direct Lending
Campus-Based
2001 20032002
?
?
Servicing/CAM
FAFSA/ISIR
Required
Begin Migration ??
20052004
Phases out CL95, CL96, CL3
Phased out
Phased out
Phased out
Optional
2006
Early Adopters
Begin Migration ?
Evolution of Data Exchange in Student AidEvolution of Data Exchange in Student Aid$80 billion/year
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
FAFSA - ISIR
Certification
MPN
Disbursement
Guarantee
Changes
Graduation
Repayment
Payoff
Deferment
Consolidation
Forbearance
Sales
Delinquency
Cure - Claim
NSLDS
Subrogation
799 - LARS
Life of the Loan
Evolution of Data Exchange in Student AidEvolution of Data Exchange in Student Aid
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Standardizing simple data elements Design approach: object-oriented, three-tier architecture Populating “Core Main” data dictionary with all simple core
components/elements “Sector” libraries allow migration from where an organization
or sector is today to national standards A simple core component in a sector library, which still
must be in Core Main, may have a slightly different definition
“Complex” core components/elements, the grouping of several simple core components/elements, follow the same methodology
Core ComponentsCore Components
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Released to PESC Membership in October 2004 for comment period, to Education Community March 2005
Focus is on collaboration, submission, approval, and maintenance
Includes: Process PESC Guidelines for XML Architecture and Data Modeling Users Guide for XML Registry and Repository for the
Education Community
Policies and ProceduresPolicies and Procedures
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
The Process The Process
Review by SAB & Steering
CommitteeApproved?
Notification to Steering Committee
PESC Membership vote
Step 1: Request Made – Letter of Intent
Change Control Board Review
Step 2:
Workgroup Formed – Submission Development
Step 3:
Completed Candidate Proposed
Step 4: Public Comment
Step 5:
PESC Membership Vote
Step 6:
Ratification
Returned withExplanation
Workgroup Formed – Candidate Developed
Approved?
Approved?Returned for
additional information
Returned with Explanation
N
YN
N
Y
Y
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
XML Registry and Repository for the Education Community
Developed and owned by FSA Administered by PESC Stores PESC approved standards
A Single Registry & Repository A Single Registry & Repository
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
XML Registry and Repository for the Education CommunityXML Registry and Repository for the Education Community
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
XML Registry and Repository for the Education CommunityXML Registry and Repository for the Education Community
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
XML Registry and Repository for the Education CommunityXML Registry and Repository for the Education Community
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
XML Registry and Repository for the Education CommunityXML Registry and Repository for the Education Community
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
XML Registry and Repository for the Education CommunityXML Registry and Repository for the Education Community
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
DTS – PESC Approved National Education Community Standard
A solution specifically for education Other specifications not sufficient Addresses .net & Java interoperability Option to use free Internet Server at
University of Texas at Austin
Data Transport StandardData Transport Standard
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Data Transport StandardData Transport Standard Standards
HTTP1.1, SSL2.0, SOAP1.1, XML, WSDL2.0, zLib (RFC 1950), Base64 (RFC 3548), UUID, X.509
SSL encryption of HTTP Streams WS-Security / XML-DSIG – digital signature
standards Strong authentication with non-repudiation X.509 encryption keys and certificate authorities
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
A business process solved with technical and business interoperability standards
Need to create an environment and network of trust E-Authentication/E-Authorization (EA2) Task Force for a
Common Authentication Framework PESC commission including AACRAO, EAP, Educause, IMS,
Internet2, GSA’s Federal E-Authentication Initiative, Liberty Alliance, NASFAA, NCHELP/Meteor, SHEEO, SIFA, US Department of Education
AuthenticationAuthentication
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Current ImplementationsCurrent Implementations CRC and DTS being piloted in Student Aid. Organizations are pairing the XML High School
Transcript and the XML College Transcript together to handle all electronic transcript needs in: California Georgia Indiana Michigan Ontario Texas ?
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Future DevelopmentFuture Development
Certification Program Data exchange along student life cycle IPEDs XML Upload “One” Standard for pk20
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Alignment and bridging of pk12 and higher education
Purpose is to establish one set of objects/core components across the entire student lifecycle
Migration away from silos and/or stovepipes Realization and implementation will take years
“One” Standard for pK20“One” Standard for pK20
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
“One” Standard for pK20
PESC - StandardsSIFA – SIF Specification
pK12 higher education
SIFA Developed Jointly Developed PESC Developed
SIFA and PESCSIFA and PESC
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Compare and understand uses of e-Transcript and High School Transcript
Prove usability of e-Transcript in pk12 and High School Transcript in postsecondary
Identify and analyze overlapping core components/objects
Determine strategy on a case-by-case basis Store core components/objects in a single
repository
“One” Standard for pK20“One” Standard for pK20
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
The “Movement” Free Code (Standards or Modules) Allows Greater Control Requires Resources and Maintenance Alternative to Packaged Modules Cost Differential is TBD
Open Source Open Source
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Focus has been on external data exchange in higher education
Methodology has followed the lifecycle of a student Strategic direction looks to move beyond student
administrative standards to standardizing internal data exchange from one system/module to another
Long term goal is to standardize student authentication Ability to re-use data provides costs savings
PESC Strategic DirectionPESC Strategic Direction
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Standards Make the Network! Campaign
Case Studies on the Value of Standards in Education
Connecting Kids to College Improving Institutional Performance Investing in the Future
10th Year Anniversary 10th Year Anniversary
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Additional InfoAdditional Info
www.PESC.org The Standard – PESC’s monthly eNewsletter Fall 2007 Summit
October 15 - 16, 2007 at Ritz-Carlton Montreal 5th Annual Conference on Technology & Standards
April 28 – 30, 2008 Hyatt Capitol Hill
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
The Cost of Non-StandardizationThe Cost of Non-Standardization
4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop
Michael Sessa
Executive Director
PESC
One Dupont Circle NW, Suite 520
Washington DC 20036
Sessa@PESC.org
202-293-7383
Standards Make The World Go Round!Standards Make The World Go Round!
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