tuesday may 8, 2007 michael sessa executive director

Tuesday May 8, 2007

Michael Sessa

Executive Director

SHEEO/NCES Network Conference & IPEDS WorkshopSt. Petersburg, FL

Standards Make the World Go Round!

4/23/07 Standards Make The World Go Round5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop

Overview of PESCCurrent ActivitiesStandards Forum for EducationXML Registry & Repository for

the Education CommunityFuture Activities

AgendaAgenda


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.

MissionMission


Pete 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

Board of DirectorsBoard of Directors


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

Steering CommitteeSteering Committee


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, 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 (OCAS), Oracle, 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*, Vangent (formerly Pearson)*, 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

MembershipMembership


Technical Advisory Board

Submission Advisory Board

Change Control Board

Steering Committee

Course Inventory

Data Transport Transcript Request/Response

Transcript Ackn. & Batch

Workgroups

HierarchyHierarchyBoard 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


Meeting ScheduleMeeting ScheduleBoard Every other month + Annual Summer Retreat

Steering Committee Every month (1st Monday) + Annual Summer Retreat

Membership Twice per year

Summits Twice per year (focused on Workgroups & Boards) Winter Summit (Jan/Feb) + Board + Steering

Committee + AACRAO SPEEDE + NCHELP ESC Fall Summit (Oct) + Board + Steering Committee +

Membership + AACRAO SPEEDE

Annual Conference on Technology and Standards

April (held in partnership with CBA, EFC, & NCHELP) 5th Annual Conference on Technology & Standards

Washington DC 4/28/08 – 4/30/08

+ Board + Membership + AACRAO SPEEDE

Standards Forum Boards and Workgroups

Weekly


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 Policy SupportsPESC Policy Supports


“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

Lessons learned from the ATM network and SEVIS

PESC – New ParadigmsPESC – New Paradigms


Agreement to compete on price and service Collaboration through PESC – our cornerstone

principle, 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

PESC – New ParadigmsPESC – New Paradigms


AACRAO’s SPEEDE Committee Data Quality Campaign NASFAA’s Technology Initiatives Committee NCHELP’s ESC Committee SIFA US Department of Education

– Office of Federal Student Aid (FSA)

Industry PartnersIndustry Partners


Reaching out to ensure usability and coordination CCSSO HR-XML IMS Global Learning Consortium Internet2 Joint Information Systems Committee (JISC) – UK NCES OASIS Open Source Student Services System Office of Planning, Evaluation, and Policy Development SHEEO

OutreachOutreach


Milestone - 82 Members and Affiliates – 6 Partners Board and Steering Committee Working in Harmony Significant National and International Adoption Formal Policies and Procedures for Development 5 Standards Approved High School Transcript, College Transcript, Common

Record: CommonLine (CRC), Data Transport Standard (DTS), Online Loan Counseling

2 “Standards” Submitted Degree Audit, Transcript Request and Response

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

Organizational GrowthOrganizational Growth


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

Evolution of Data ExchangeEvolution of Data Exchange


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

EDI embraced and used by admissions and registrar functions but not for financial aid

Support for ANSI EDISupport for ANSI EDI


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




Founded August 4, 2000 Serves as the operational and development 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

Standards Forum for EducationStandards Forum for Education


CommonLine 4

CommonLine 5

PELL

Common Record

Direct Lending

Campus-Based

2001 20032002

?

?

Servicing/CAM

FAFSA/ISIR

Required

Begin Migration ??

20052004

Phases out CL95, CL96, CL3

Phased out

Phased out

Phased out

Optional

2006

Early Adopters

Begin Migration ?

Evolution of Data Exchange in Student AidEvolution of Data Exchange in Student Aid$80 billion/year


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

Evolution of Data Exchange in Student AidEvolution of Data Exchange in Student Aid


Standardizing simple data elements Design approach: object-oriented, three-tier architecture 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

Core ComponentsCore Components


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

Policies and ProceduresPolicies and Procedures


The Process The Process

Review by SAB & Steering

CommitteeApproved?

Notification to Steering Committee

PESC Membership vote

Step 1: Request Made – Letter of Intent

Change Control Board Review

Step 2:

Workgroup Formed – Submission Development

Step 3:

Completed Candidate Proposed

Step 4: Public Comment

Step 5:

PESC Membership Vote

Step 6:

Ratification

Returned withExplanation

Workgroup Formed – Candidate Developed

Approved?

Approved?Returned for

additional information

Returned with Explanation

N

YN

N

Y

Y


XML Registry and Repository for the Education Community

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

A Single Registry & Repository A Single Registry & Repository


XML Registry and Repository for the Education CommunityXML Registry and Repository for the Education Community


DTS – PESC Approved National Education Community Standard

A solution specifically for education Other specifications not sufficient Addresses .net & Java interoperability Option to use free Internet Server at

University of Texas at Austin

Data Transport StandardData Transport Standard


Data Transport StandardData Transport Standard Standards

HTTP1.1, SSL2.0, SOAP1.1, XML, WSDL2.0, zLib (RFC 1950), Base64 (RFC 3548), UUID, X.509

SSL encryption of HTTP Streams WS-Security / XML-DSIG – digital signature

standards Strong authentication with non-repudiation X.509 encryption keys and certificate authorities


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

AuthenticationAuthentication


Current ImplementationsCurrent Implementations CRC and DTS being piloted in Student Aid. Organizations are pairing the XML High School

Transcript and the XML College Transcript together to handle all electronic transcript needs in: California Georgia Indiana Michigan Ontario Texas ?


Future DevelopmentFuture Development

Certification Program Data exchange along student life cycle IPEDs XML Upload “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“One” Standard for pK20


“One” Standard for pK20

PESC - StandardsSIFA – SIF Specification

pK12 higher education

SIFA Developed Jointly Developed PESC Developed

SIFA and PESCSIFA and PESC


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

“One” Standard for pK20“One” Standard for pK20


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


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

PESC Strategic DirectionPESC Strategic Direction


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

10th Year Anniversary 10th Year Anniversary


Additional InfoAdditional Info

www.PESC.org The Standard – PESC’s monthly eNewsletter Fall 2007 Summit

October 15 - 16, 2007 at Ritz-Carlton Montreal 5th Annual Conference on Technology & Standards

April 28 – 30, 2008 Hyatt Capitol Hill


The Cost of Non-StandardizationThe Cost of Non-Standardization


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!Standards Make The World Go Round!

tuesday may 8, 2007 michael sessa executive director

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