Promotional Scholarship Promotional Scholarship Data Entry Training Data Entry Training

Scholarship Search Scholarship Search and Management and Management

ProjectProject

Project GoalsProject Goals

Raise the profile of all promotional Raise the profile of all promotional scholarships on the Twin Cities scholarships on the Twin Cities campuscampus

Make it easier for students to apply Make it easier for students to apply for promotional scholarshipsfor promotional scholarships

Increase the efficiency and Increase the efficiency and consistency of scholarship consistency of scholarship administrationadministration

Improve the connection between Improve the connection between donors to recipientsdonors to recipients

Sponsors: Craig Swan, Susan Van Voorhis, Kris WrightSponsors: Craig Swan, Susan Van Voorhis, Kris Wright

Project Values

Teacher/Learner model– Learn from you during training– Use your feedback to develop best practices and improve the tools

Use existing resources– Scholarship student selector (UM Reports)– CLA and Carlson’s web-based systems– UMFoundation’s DMS system

Stay in scope– Undergraduate– UMTC Campus

Progress ReportProgress Report

Holistic Business Process AnalysisHolistic Business Process Analysis Holistic Business RequirementsHolistic Business Requirements Promotional Scholarship Database and Promotional Scholarship Database and Search Functional RequirementsSearch Functional Requirements

Promotional Scholarship Database Promotional Scholarship Database Development & TestingDevelopment & Testing

Promotional Scholarship Data EntryPromotional Scholarship Data Entry Search Development & TestingSearch Development & Testing Search Launch - Fall ‘07Search Launch - Fall ‘07

The Promotional Scholarship

A “promotional scholarship” is different from a UMF fund.

A “promotional scholarship” may be made up of one or more aligned fund sources that are grouped together for strategic and promotional purposes.

A “promotional scholarship” can be shared by “DEPTID” units, often simplifying divided administration.

Goal: Complete data on 85% of Goal: Complete data on 85% of Twin Cities promotional Twin Cities promotional scholarships entered before scholarships entered before launchlaunch..

Promotional Scholarship Promotional Scholarship Data EntryData Entry

Scholarship Data Requested

Scholarship DescriptionHow you present your promotional scholarships to students– Title, description, links, contact info

Opportunity CriteriaWhat are the eligibility and awarding requirements?– Demographic– Academic

Data entry directly into PeopleSoft and then linked to promotional scholarships

Why divide description and criteria?

Short-term– Efficiency: Can associate more than one promotional scholarship to a criteria set.

Long-term– Will use criteria sets for other sorts of opportunities

– To search for internships, research opportunities, etc.

How will the search How will the search work?work?

Student Profile / Criteria MatchStudent Profile / Criteria MatchVia x.500 Students will get an Via x.500 Students will get an automatic match to a customized automatic match to a customized list of promotional scholarshipslist of promotional scholarships

“ “What if” scenarios to adjust “My What if” scenarios to adjust “My Profile”Profile”

Wire frame exampleWire frame examplehttp://duck.asr.umn.edu/scholarship

RSS Feeds/XML StandardsRSS Feeds/XML Standards

Descriptive Information Title (255 character limit) Brief search results description (Very important!)

Contact email (Best practice: alias for a role?)

Contact phone Application URL or link to more info Detailed description Active/Inactive Public/Private DEPTID

Demographic Criteria

Preferred gender Preferred age Preferred ethnicity Preferred citizenship status Preferred UM residency status Country / State / County / Zip Code

None of these are required!

Academic Criteria

Minimum GPA / Preferred GPA Honors Credits in progress (Min and max per semester)

Academic Standing Academic Program / Plan / Sub Plan Student Group

None of these are required!

The Concept of “Tags”

Flexible descriptors Used to sort results within the result set

Vocabulary still open for discussion

Must be clear to students and administrators

Security

The DEPTID “tree” reflects the hierarchy of departments and units at the University

DEPTIDs are assigned to promotional scholarships and opportunity criteria sets

Staff are assigned access to one or more “nodes” on the DEPTID tree, and have access to all scholarships at or below that level.

Data Entry

Entering Data into PeopleSoft. – Due NOW!– Go to One Stop Staff and click on People Soft HR/SA.

– Use the Training Manual to navigate to the UM Promotional Scholarship pages.

Best Practice Issues The Search description is the key to attracting a good student fit.

The use of “Tags” should be limited but consistent: a scholarship that will pay for study abroad is different from a scholarship designed to fund study abroad

Name your criteria set something useful Your personal DEPTID may not match your scholarship responsibilities.

Best Practice Q & A on the Wiki

Support

OSF Scholarship Team will be your primary contact.– saosf@umn.edu – Nate Rosckes 612-624-6043– Shannon Schaaf 612-624-2324– Dianne Danov 612-624-2057

Visit the Visit the project’s websiteproject’s website

https://asr.umn.edu/scholarship/OR

Got to asr.umn.edu & click on Scholarship project

Thank YouThank You