How we get there.

We begin by going back in time…

We

∗ 2006 – Registrars charged with investigating EDX options

∗ 2009 – MACRAO’s Missouri E-Transcript Summit ∗ 74 members representing 26 schools, plus MDHE

∗ 2011 – MWSU became MCC’s first “official” trading partner

∗ 2012 – First “live” exchange of XML transcripts

MCC’s most recent journey

∗ Cost savings analysis showed we would save around $30,000 (conservatively) annually

∗ Education yourself ∗ PESC Standards – www.pesc.org ∗ Clearinghouse ETX – www.transcriptservices.org

∗ MRTI changes the whole conversation about institutional priority and establishing trading partners

Gain institutional buy-in

∗ Staffing: Who is your EDX Coordinator or team members.

∗ What are the staff roles and responsibilities? ∗ Determine deliverables, timelines, etc. ∗ Testing ∗ Ongoing Operations/Maintenance

Develop a project plan

∗ Will you import the data into your ERP system or will you convert raw data into a PDF for printing/linking?

Define your scope

OR

∗ EDX Capable? ∗ Determine how quickly you can move from paper,

to PDF, to XML ∗ Data Extraction/Data Mapping ∗ Communication Capabilities ∗ Document Management ∗ Reporting Capabilities

Review SIS capabilities

∗ Sign ETX Contract ∗ Complete ETX Profile Setup Form: ∗ Determine the number of FTP mailboxes ∗ List file types for sending and receiving (PDF, XML) ∗ Designate contacts and email addresses for file

notifications

Register with Clearinghouse ETX

∗ Share your progress or ask questions on the MOACRAO listserv.

∗ Check for updates on the MOACRAO website- www.moacrao.org

Share strategies

∗ If your ERP has XML capabilities, identify which additional tables need to be built out ∗ Banner schools – we know there are some known defects that affect some pieces of

data from appearing or appearing correctly. ∗ Institutional decisions affecting how you code students or modify the system may

require additional work-arounds to delivered system functionality.

∗ Utilize PESC standards: http://www.pesc.org/interior.php?page_id=164 . ∗ NOTE: Some State-level standards may need to be developed which should be taken into

consideration (identification of Reverse Transfer transcript, etc.)

∗ XML Implementation guide for college transcripts (same link as above). ∗ Any guidance given from MRT Policy for additional data considerations.

Code, map, crosswalk

Automate your process

∗ Send ∗ Data Extraction to Flat File ∗ Translate Flat File to EDX ∗ Send EDX Data ∗ Receive Acknowledgements ∗ Reconcile

Acknowledgments ∗ Report/Archive

∗ Receive ∗ Receive EDX Data ∗ Translate EDX Data to Flat

File ∗ Upload into SIS and/or Print

Transaction ∗ Generate and Send

Acknowledgments

∗ Set-up transcript request and responses

Test with a trading partner

∗ Evaluate process ∗ Make modifications, if necessary

Review and go live

∗ Share your progress or ask questions on MOACRAO listserv

∗ Check for updates on the MOACRAO website- www.moacrao.org

Continue to share

Questions?

In order to succeed, your desire for success should be greater than your fear of failure

~ Bill Cosby