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Stretching PeopleSoft Delivered Functionality to the Max!. Friday, November 11, 2005 11:30-12:20 USM 2005 Regional Conference. Dr. Leontye Lewis Director of Education Coppin State University. Karen LeDrew Senior Consultant Cedar Crestone. Mark Max Managing Partner iStrategy Solutions.

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Stretching peoplesoft delivered functionality to the max

Stretching PeopleSoft Delivered Functionality to the Max!

Friday, November 11, 2005 11:30-12:20

USM 2005 Regional Conference


Stretching peoplesoft delivered functionality to the max

Dr. Leontye Lewis

Director of Education

Coppin State University

Karen LeDrew

Senior Consultant

CedarCrestone

Mark Max

Managing Partner

iStrategy Solutions


Stretching peoplesoft delivered functionality to the max

Dr. Leontye Lewis

Director of Education, Coppin State University, has worked in higher education, specifically teacher education, since 1999 and has served on multiple NCATE/State review teams.

Karen LeDrew

Senior Consultant, CedarCrestone with 27 years in higher education including 7 years as a Functional Lead for the PeopleSoft Student Records & Academic Advisement modules.

Mark Max

Managing Partner at iStrategy with 15 years experiencefocused on analytic applications and data warehousing. Chief architect of iStrategy HigherEd Analytics student data warehouse product.


Stretching peoplesoft delivered functionality to the max

The Faculty of Education at Coppin State University was experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

The CedarCrestone consultant developed a set of Milestones and Special Requirement Usages to leverage delivered functionality and create rules to track candidate progress. “Sub-milestones” that could be graded were developed to record performance on the rubrics for various milestones.

The complex NCATE reporting requirements were incorporated into iStrategy’s Higher Ed Analytics data warehouse application to provide a range of reports that show completion rates and status by milestone, program and plan.


Presentation overview
Presentation Overview experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • Development requirements

  • Delivered functionality

  • Phased progression rules

  • Milestone Usage

  • SA Setup

  • Lessons Learned

  • Reporting tools


Defining the requirements
Defining the Requirements experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • NCATE Assessment System Requirements

    • defined in 2001

    • developed around Conceptual Framework

  • Electronic system to manage reporting developed in legacy software application

  • Challenge: to develop system in PeopleSoft used to apply requisite benchmarks and outcomes


Defining the requirements1
Defining the Requirements experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • Conceptual framework and outcomes

  • Relationship between outcomes and NCATE expectations:

    • Data by cohort (semester/year)

    • Data across program, outcome, unit

    • Report performance for specific rubrics

      • 2, 3 rating = satisfactory

      • 1 rating = unsatisfactory


Delivered functionality
Delivered Functionality experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

Key Ingredients:

  • Milestones & Milestone Templates

  • Academic Advisement Engine

    • Special Requirement Usage

    • Dynamic Conditions

    • Entity Groups

  • AA Reporting


Phased progression rules

Phase I experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

Phase IIA

Phase IIB

Phase III

Admission to Education

Admissions to Methods Courses

Admission to Student Teaching

Exit from Program

Phased Progression Rules

Templates were created for every Phase for each UGRD Plan/Sub-Plan

Similar set up for Graduate education phases


Data collection 1
Data Collection 1 experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.


Data collection 2
Data Collection 2 experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.


Milestone usage
Milestone Usage experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • High-level milestones created to track education benchmarks

    • used in phased progression rules

  • Milestones created for rubric scores

    • referred to as “sub-milestones” because they were not used in AA rules

    • used for NCATE reporting


Milestone templates

Program experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

A&SU

EDU

EDG

# Milestones included:

85

95

87

Milestone Templates

Milestone Templates created by Program for ease of entry

All milestones added at once when student is admitted to education major.


Sa setup 1
SA Setup 1 experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • Requirement Groups needed for rules:

    • 29 UGRD

    • 30 GRAD

  • Created Special Requirement Usages to isolate phased progression from AA rules:

    • TEPR

    • GTEP


Sa setup 2
SA Setup 2 experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • Dynamic Conditions

    • Created for each Milestone for mix and match flexibility in the AA Rules

  • Entity Groups

    • Set up to handle multiple Programs/Plans with the same milestone requirements


Sa setup 3
SA Setup 3 experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • Grading Basis = TEP

    • Grades 1, 2, 3

  • Transcript Type

    • TEPR

    • GTEP

  • Several Sub-Plans

    • for each track


Lessons learned 1
Lessons Learned 1 experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • Special Requirement Usages:

    • Maximum of 30 Requirement Groups per Special Requirement Usage

  • Milestones:

    • AA won’t run if more than 99 on a student record!


Lessons learned 2
Lessons Learned 2 experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • Academic Structure doesn’t work the same with Special Requirement Usages:

    • set pre-conditions down to lowest level

    • create rule for each Plan/Sub-Plan combination

    • Entity Groups of limited value


Requirement example
Requirement Example experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.


Requirement group example
Requirement Group Example experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.


Reporting tools istrategy highered analytics

Information Access experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

  • Restructured for reporting efficiency

  • Substantial Derived information

  • Dimensional Data Model

  • 100+ Measures

  • 70+ Dimensional Attributes

HigherEd Analytics

Dashboard (web)

HigherEd Analytics

Data Warehouse

ProClarity

(Web, Rich, Excel)

MS Excel/

MS Access

Pre-built Edits and

Transformations

Open Relational

Reporting Tools

(e.g., Crystal, Bus.

Objects, Cognos, Brio)

Automated

Source Data

Extraction

DW Staging

Database

Reporting ToolsiStrategy HigherEd Analytics


Ncate data model
NCATE Data Model experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

Student

Effective Term

Milestone

Completion Term

Milestone

Fact Table

Plan

Grade

  • Measures:

  • Student Count

  • Attempt Count

  • Completed Milestones

  • Completion %

  • % Grade 2 or 3

  • Avg. Grade

Status


Data model transformation
Data Model - Transformation experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

Source Tables

PS_

Acad_Prog

  • Select specific Career, Program, Plans

  • Max Effective Date and Seq Nbr for each Student and Career combination

PS_

Acad_Plan

PS_

Acad_SubPlan

ETL Stored Procedure

Milestone

Fact Table

PS_Mlstn_

Atmp

  • Join by EmplID and MilestoneNbr

  • Select greatest Attempt_Nbr where Attempt_date is not null and Career, Program, Plans in specified list

PS_Stdnt_

Car_Mlstn


Live demo coppin milestone reporting using istrategy highered analytics
Live Demo: experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.Coppin Milestone Reporting usingiStrategy HigherEd Analytics


Questions
Questions? experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.


Need more information
Need More Information? experiencing ever more complex NCATE reporting requirements and finding it difficult to track the progress of its education graduates through various phases of its Teacher Education program.

Dr. Leontye Lewis:

llewis@coppin.edu

Karen LeDrew:

karen.ledrew@CedarCreston.com

Mark Max:

mmax@istrategysolutions.com