1 / 47

PESC Update Tuesday December 7, 2004

Communicate ~ Collaborate ~ Innovate. Bruce Marton Associate Director, SIS University of Texas at Austin. Michael Sessa Executive Director. PESC Update Tuesday December 7, 2004. Agenda. Overview of PESC Industry Relationships Current Activities PESC Architecture Future Activities.

tobit
Download Presentation

PESC Update Tuesday December 7, 2004

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Communicate ~ Collaborate ~ Innovate Bruce Marton Associate Director, SIS University of Texas at Austin Michael Sessa Executive Director PESC Update Tuesday December 7, 2004

  2. Agenda • Overview of PESC • Industry Relationships • Current Activities • PESC Architecture • Future Activities

  3. Overview of PESC • Mission 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.

  4. Overview of PESC • Board of Directors Michael Berberet, Manager of Business Development, Government Solutions, Pearson Steve Biklen, Treasurer, President (retired), Citibank Student Loan Corp, Represents NASLA Judith Flink, Director of Student Financial Services, University of Illinois @ Chicago Bill Hollowsky, Senior Director of Applications Development, Oracle Corporation Mark Jones, Vice Chair, Vice President of Marketing and Business Development, National Student Clearinghouse Dallas Martin, President, NASFAA David Moldoff, Represents Sungard SCT Robert Morley, Associate Registrar, University of Southern California, Represents AACRAO Pete Nalli, Secretary, Director of Software Architecture, Datatel Keith Riccitelli, Chair, Director of Global Sourcing, Sallie Mae Michael Sessa, Executive Director, PESC

  5. Overview of PESC • Steering Committee Ed Hauser,General Manager for SCT Banner Student and Financial Aid Systems, Sungard SCT, Chair Holly Hyland,Management Analyst, Office of Federal Student Aid, US Department of Education Robert King,Director of Strategic Development, Citibank Adele Marsh,Vice President of E-Commerce Initiatives, AES Bruce Marton,Associate Director, Student Information Systems, University of Texas at Austin

  6. Overview of PESC • Members AACRAO, AES, California Community College System, CBA, Citibank, COHEAO, CollegeBoard, Columbia University, Community College of the Air Force, Datatel Inc., edfinancial, Educaid, EFC, ELM Resources, Florida State University, George Washington University, Iowa State University, Law School Admission Council, Lumina Foundation, Miami University-DARS, NACUBO, NASFAA, NASLA, National Student Clearinghouse, NCHELP, Nelnet, Northern Illinois University, Oracle, Pearson, PeopleSoft, Princeton Review, Purdue University, Sallie Mae, Sungard SCT, SLSA, Susquehanna University, Texas A & M University, University of Illinois at Chicago, University of Illinois System, University of Maryland – University College, University of Minnesota, University of Northern Iowa, University of Oklahoma, University of Phoenix, University of Texas at Austin, University of Virginia, USA Funds, US Department of Education, Virginia Polytechnic Institute • Affiliates Access Group, ACT Inc, ACE, California School Information Services, Docufide, Educause, First Marblehead Education Resources, IDAPP, IMS Global Learning Consortium, Jenzabar, KHEAA, RDA Corporation, SIF

  7. Overview of PESC • Operational Schedule • Board Meetings Every other month • Steering Committee Meetings Every month • Membership Meetings Twice per year • Workgroup Summits Twice per year Winter Summit held in partnership with SPEEDE – San Diego 2/17/05 – 2/18/05; Fall Summit held in partnership with AACRAO’s Technology Conference – Atlanta 10/11/05 – 10/12/05 • Annual Conference on May (held in partnership with CBA, EFC, and NCHELP) Technology and Standards 2nd Annual – Washington DC 5/2/05 – 5/4/05

  8. Industry Partners • US Department of Education – Office of Federal Student Aid (FSA) • AACRAO’s SPEEDE Committee • NCHELP’s ESC Committee • AACRAO • CBA, EFC, NCHELP

  9. Current Activities • Focus on Membership • Support for EDI • Authentication • Standards Forum for Education • Development Initiatives • XML Registry and Repository • Policies and Procedures • Hierarchy

  10. Focus on Membership • Site Visits • Interviews • Sponsorships • PR: Meetings, Conferences, Advisory Boards, Speaking Engagements

  11. Support for EDI • 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

  12. Authentication • Analyze, evaluate, and communicate issues and initiatives for the Membership • Educate PESC membership and higher education community • Identify how authentication might be applied in the education space • Evaluate leverage points, benefits, and issues presented by employing standard student authentication in education-related initiatives • Track major influential organizations: Federal Government, FSA, EAP • Make recommendations for further PESC action

  13. Standards Forum for Education • XML Postsecondary Transcript • Jointly developed by the Standards Forum for Education, SPEEDE, and ESC • Based on PESC XML Technical Specifications and Education Data Dictionary • July 2004: version 1.0 approved by PESC Members and released as PESC approved standard

  14. Standards Forum for Education • Common Record (loans and grants) • For PELL and Direct Lending: 2002-3 Early adopters 2003-5 Optional 2005-6 Required • For FFELP and Alternative Loans: 2002-3 CommonLine 5 2004-5 Convergence to CRC begins 2005-6 Industry convergence

  15. Standards Forum for Education FAFSA - ISIR Graduation Sales Certification Repayment Delinquency MPN Payoff Cure - Claim Consolidation Guarantee Subrogation Disbursement Deferment NSLDS 799 - LARS Changes Forbearance Life of the Loan

  16. Standards Forum for Education ? CommonLine 4 Phases out CL95, CL96, CL3 ? CommonLine 5 Common Record Phased out PELL Early Adopters Optional Required Phased out Optional 1.0 Required Direct Lending Phased out Campus-Based FAFSA/ISIR Begin Migration? Servicing/CAM 2001 2002 2003 2004 2005 2006

  17. Standards Forum for Education • Initiatives in Process • Request/Response of XML Postsecondary Transcript • Request/Response of Degree Audit • Online Loan Counseling • Secondary to Postsecondary (S2P) XML Transcript • Data Transport • Requests made for: Admissions Application, Test Scores, Course Catalogue

  18. Standards Forum for Education • Policies and Procedures • Released to PESC Membership in October 2004 for comment period • Released to Education Community in December 2004 • Focus is on collaboration, submission, approval, and maintenance • XML Registry and Repository • Developed and owned by FSA • Administered by PESC • Stores PESC approved standards

  19. Standards Forum for Education Hierarchy Board of Directors Steering Committee Change Control Board Submission Advisory Board Technical Advisory Board Workgroups Transcript Request/Response Loan Counseling Data Transport S2P Transcript Degree Audit Request/Response

  20. Standards Forum • Formed by Postsecondary Electronic Standards Council in May 2000 • XML Standards for Education • Use existing specification whenever possible • Utilize what works in EDI, learn from what didn’t • Establish work groups on topics determined by Forum participants • Core Components Workgroup • Technology Workgroup • Architecture Team

  21. Community Participation • AACRAO SPEEDE Committee • NCHELP Electronic Standards Committee • Department of Education • SIS Vendors • Colleges

  22. XML Schema Features • Minimum/Maximum Length • Required/Optional • Repeatable • Format: Number, Date etc. • Code lists • Mandatory choice • User-defined extensions

  23. XML Schema Extensibility • Extensions • Substitutions • References to other Schemas • Take all or part • Modify as needed

  24. Extensibility with Namespaces • Identifies the source of an XML definition set • Use URI or URN • http://www.w3.org/2001/XMLSchema • urn:org:pesc:core:CoreMain:v1.0.0 • Distinguishes different objects with the same name • Allows schema referencing • Use import feature

  25. Core Components • Data dictionary • Core Components XML Schema • Data Formats • Business processes • Data Relationships • Naming conventions

  26. Domain interoperability • Common rendering of core re-used elements • Common code sets for shared concepts • Consistent technology standards and best practices

  27. Development Standards • Modularity and re-usability • form, fit and function • Naming conventions • no abbreviations • some acronyms ok • consistent naming • “Code”, “Indicator”, “ID” • UpperCamelCase

  28. Development Standards (cont.) • Use of qualifiers • Generally deprecated • Specified instance of named types preferred • where semantically significant • base named types where specificity not needed • Object-oriented design • Extensions from base types

  29. Core Components Common Data Formats,Relationships Processes Common Data Formats,Relationships Processes Student Loan Schema Transcript Schema Transcript Schema Common Application Domains

  30. Standards Forum Core Components Core Components Data Dictionary Sector Library Sector Library Application Schema Application Schema Application Schema Sector Library Application Schema Application Schema Application Schema

  31. Core Components • All simple types in core • Re-used complex types in core • “model” complex types • Serves as building components for new document types

  32. Sector and Instance • Sector components • Re-usable business concepts • Refining for specific needs • Instance schemas • Single document • Transaction specific

  33. How to reconcile differences • Agree to disagree • Definitions can be refined in sector • Complex types may be re-built • Convergence • Move to core definitions • Unique constructs allowed

  34. Standards Forum Core Components PESC Core Components Data Dictionary CoreMain.xsd Financial Aid Sector Library FFELAlternative.xsd Academic Record Sector Library Academic Record.xsd CommonLine Request .xsd College Transcript Schema CollegeTranscript.xsd CommonLine Receipt.xsd CommonLine Response.xsd CommonLine Roster.xsd CommonLine RosterResponse.xsd

  35. User-defined Extensions • Allows mutually defined sub-schemas • State systems • Regional requirements • Software specific needs • Allows strict standards within system • Other user can ignore. • National ratification not needed

  36. XML Format SPEEDE Transcript (XML)

  37. Next Steps • Schools can begin implementing standard • Mapping to SIS system • New development in XML • University of Texas server supports SPEEDE XML standard Now

  38. Adoption of PESC Standard • SungardSCT Banner 6.2 implementing SPEEDE XML standard in current project • California Community Colleges lists SPEEDE as requirement

  39. Near term development goals • Related Transcript Schemas • Request • Response • Acknowledgement • College Transcript XML Implementation Guide • Degree Audit Schema

  40. Development goals (cont.) • Transport and routing standards (SOAP) • EDI/XML Crosswalk tables • EDI/XML translation software

  41. SPEEDE Training Support • AACRAO Technology Conference • College Transcript Mapping Sessions • XML Implementation • XML Stylesheets • .html • .pdf (Acrobat)

  42. Texas Internet Server • Supports larger scale • Sending • One packet – many destinations • Receiving • One packet - many senders • 3rd Party trust model • Maintain authentication key ring

  43. Hub and Spoke design

  44. XML Enhancements • XML Transport and Routing • Registration of XML capability by Institution • Supporting XML standards

  45. Future Activities • Certification Services • Open Source • Wireless Technology • Membership in OASIS • Reauthorization of HEA

  46. Additional Info • www.PESC.org • The Standard • Winter Workgroup Summit 2005 • 2nd Annual Conference on Technology and Standards • Fall Workgroup Summit 2005

  47. JASIG PESC Update Michael Sessa Executive Director PESC Sessa@PESC.org 202-293-7383 Bruce Marton Associate Director, SIS University of Texas at Austin Bruce.Marton@Austin.UTexas.edu 512-475-7306

More Related