Standards Make The World Go Round! Michael Sessa, Executive Director.

Standards Make The World Go Round!

Michael Sessa, Executive Director

4/23/07 Standards Make The World Go Round

Overview of PESCCurrent ActivitiesStandards Forum for EducationFuture Activities

Agenda


MissionEstablished 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.


Board of DirectorsPete 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


Steering Committee

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


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, infiNET, 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, Oracle, Pearson*, 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*, 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


Operational Schedule Board Meetings Every other month Steering Committee Meetings Every month Membership Meetings Twice per year Workgroup Summits Twice per year

Winter Summit (January/February) Fall Summit (October)

Annual Conference on April (held in partnership with CBA, EFC, and NCHELP)

Technology and Standards 4th Annual – Washington DC 4/23/07 – 4/25/07

Standards Forum Boards and WeeklyWorkgroups


Support for ANSI 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


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


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



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



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



PESC supports: 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 – New Paradigms “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


PESC – New Paradigms Agreement to compete on price and service Collaboration through PESC, 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


Industry Partners AACRAO’s SPEEDE Committee Data Quality Campaign NCHELP’s ESC Committee Schools Interoperability Framework

Association (SIFA) US Department of Education

– Office of Federal Student Aid


Organizational Growth Milestone - 82 Members and Affiliates Board and Steering Committee Working in Harmony Significant National and International Adoption Formal Policies and Procedures for Development 4 Standards Approved High School Transcript, College Transcript, Common Record:

CommonLine (CRC), Data Transport Standard (DTS)

3 “Standards” Submitted Degree Audit, Online Loan Counseling, Transcript Request and Response

6 “Standards” in Development Admission Application, Course Inventory, Education Test Score, Student Aid Inquiry, Taxonomy, Transcript Ack. & Batch


Standards Forum for Education Founded August 4, 2000 Serves as the operational 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


Modernizing Data Exchange Paper Forms Wet Signature Common Forms and Common Applications Online Applications and E-Sign Proprietary Formats EDI eXtensible Markup Language - XML


Core Components Standardizing simple data elements 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


The Process

Review by SAB & Steering

CommitteeApproved?

Notification to Steering Committee

PESC Membership vote

Step One: Request Made – Letter of Intent

Change Control Board Review

Step Two:

Workgroup Formed – Submission Development

Step Three:

Completed Candidate Proposed

Step Four: Public Comment

Step Five:

PESC Membership Vote

Step Six: Ratification

Returned withExplanation

Workgroup Formed – Candidate Developed

Approved?

Approved?Returned for

additional information

Returned with Explanation

N

YN

N

Y

Y


CommonLine 4

CommonLine 5

PELL

Common Record

Direct Lending

Campus-Based

2001 20032002

?

?

Servicing/CAM

FAFSA/ISIR

R

equi

red

Begin Migration ??

20052004

Phases out CL95, CL96, CL3

Phased out

Phased out

Phased out

Opt

iona

l

2006

Ea

rly A

dopt

ers

Beg

in M

igra

tion

?


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


XML Registry and Repository for the Education Community

Developed and owned by FSA Administered by PESC Stores PESC approved standards


Policies and Procedures 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


Technical Advisory Board

Submission Advisory Board

Change Control Board

Steering Committee

Course Inventory

Data Transport Transcript Request/Response

Transcript Ackn. & Batch

Workgroups

HierarchyBoard 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


Authentication 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, Federal E-Authentication Initiative, Liberty Alliance, NASFAA, NCHELP/Meteor, SHEEO, SIFA, US Department of Education


Outreach Reaching out to ensure usability and coordination

HR-XML IMS Global Learning Consortium Joint Information Systems Committee (JISC) – UK NCES OASIS Open Source Student Services System SHEEO


“One” Standard for pK20 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

Future ActivitiesFuture Activities

PESC - StandardsSIFA – SIF Specification

pK12 higher education

SIFA Developed Jointly Developed PESC Developed


“One” Standard for pK20 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



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


Evolution of Standardization 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



10th Year Anniversary 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



Additional InfoAdditional Info

www.PESC.org The Standard Fall 2007 Summit

October 15 - 16, 2007 in Montreal


Michael Sessa

Executive Director

PESC

One Dupont Circle NW, Suite 520

Washington DC 20036

[email protected]

202-293-7383

Standards Make The World Go Round! Michael Sessa, Executive Director.

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Transcript of Standards Make The World Go Round! Michael Sessa, Executive Director.