KS ENR Functional Training Module 3: Understanding Courses and Course Offerings.

KS ENR Functional Training Module 3: Understanding Courses and

Course Offerings

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... to the third of six (6) functional training modules on KS Enrollment

For the most current information and details, please visit KS ENR Functional Training

Welcome ….

# Module Orientation Follow-up

1 Understanding KS Enrollment 10/19/11 10/27/11

2 Understanding the Enrollment Environment 11/2/11 11/10/11

3 Understanding Courses and Course Offerings 11/30/11 12/8/11

4 Understanding Programs and Program Offerings 12/14/11 —

Modules 1 – 4 Recap — 1/11/12

5 Understanding Cross-Cutting Concepts 1/25/12 2/2/12

6 Understanding Academic Planning 2/8/12 2/16/12

https://wiki.kuali.org/display/STUDENT/KS+ENR+Functional+Training

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For agenda details, presenter contact information and supporting materials, please visit

Module 3 - Understanding Courses and Course Offerings

Topics and Presenters

Item Presenter Project Role

Welcome and Context Carol Bershad Analysis Team, Lead KS Product Manager

Course Offering • Concepts and Terminology• Wireframes• Services

Bob Jansson Kristina BatisteCathy Dew

Analysis Team, SME UX Team, DesignerServices Team, Lead

Course Registration• Concepts and Terminology• Wireframes• Services

Hugh Parker Kristina BatisteCathy Dew

Analysis Team, BAUX Team, DesignerServices Team, Lead

Course Assessment• Concepts and Terminology• Wireframes• Services

Mike HuynhKristina BatisteCathy Dew

Analysis Team, BAUX Team, Designer Services Team, Lead

Wrap Up Carol Bershad Analysis Team, Lead KS Product Manager

Facilitator Dan Symonds Analysis Team, SME

Logistics Coordinator Cheryl Medley Project Mgmt Coordinator

Critical Observer Ruth Schleifer Analysis Team, BA

https://wiki.kuali.org/display/STUDENT/Module+3+-+Understanding+Course+and+Course+Offerings

Overall Training Objective:: To equip participants with a solid understanding of the functional framework of the KS Enrollment Module and the associated business artifacts as they currently exist.

Module 3 Objectives:: To provide a more in-depth understanding of the following functional areas of KS ENR, including key concepts and terminology and the status of all related analysis and design artifacts (i.e., requirements, service contracts and wireframes) “Course Offerings” “Course Registration” “Course Assessment”

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Objectives and Expectations

You are HERE

We are HERE

Where we all WANT TO BE

“Teaching you to fish”

“Pulling you up”

Offer Courses

Register for Courses

Grade Courses

Enroll in Programs

Assess Progress in Programs

Explore Programs

Plan Programs

Offer Programs

Setup the Environment

Set up Users

Student FacingInstitution Facing

Manage Info and Preferences

Holds

Exemptions

Academic Record

KS Enrollment

KS Curriculum Management

UW My Plan

KS Accounts3.Course

Offering

4.Course Registration

6.Program Offering

9.Academic Planning

9.Academic Planning

7.Program Enrollment

1. Setup

2.People and Permissions

2.People and Permissions

8.Program Assessment

5.Course Assessment

10.Academic Record

XCutting

XCutting

KS Scheduling

KS Program Audit

Kuali is like a Jelly Doughnut. You don’t really know what it’s about until

you bite into it. And then, just when you decide it’s good, you drop a big

blob of jelly on your best t-shirt.

Courses and Course Offering

In the beginning was the CLU

And the CLU was good!

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Course Offering: The Creation Process

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So, what is a “CLU” anyway, and why should I care?CLU = Canonical Learning Unit

In the COURSE context: Approved Courses Formats and Activities Course Attributes Course Rules

Course Offering: Blueprint of a Course

ENGL 101: Academic WritingCanonical

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Course Format An approved configuration of

a course

Courses can have multiple Formats

Formats can have multiple Activities


ENGL 101: Academic WritingCanonical

Format 1 Format 2

(On-line)LectureLecture Discussion

Course Activities The activity through which

learning is imparted to the student

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ENGL 101: Academic Writing



Instance

Canonical

Format 1 Format 2

Course Offering Is an instance of a CLU Is associated with a

Academic Time Period Is what a Student Registers

for Inherits some Attributes

from the CLU (e.g., course number)

Has its own additional Attributes (e.g., seat count)

Inherits some Rules from the CLU (e.g., pre-requisites)

Has its own additional Rules (e.g., restrictions)

Lecture 2MW 12PM-1PM

304 DEN Hall

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Course Offerings # of “sections” Seat count Days, times, Locations Instructors




Lecture 1MW 10AM -11AM

304 DEN Hall

Discussion 1 Disc T 8AM-9AM

ALA Hall 204

Discussion 2 Disc F 2PM-3PM

ALA Hall 201

Lecture 3TTH 8AM-9AM

Online

ENGL 101 Academic Writing


DEN Hall 206

Discussion 4Disc T 3PM-4PM

DEN Hall 201

Format 2

CLU CourseCLU Format

Course OfferingActivity Offering Format 1

Instance

Canonical

Format 1 Format 2

Canonical Course Course Name, Number Formats dictate valid

activity configurations

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Registration Groups


304 DEN Hall


304 DEN Hall


ALA Hall 204


ALA Hall 201

Lecture 3 TTH 8AM-9AM

Online



DEN Hall 206


DEN Hall 201

Format 2

Format 1

Activities

RegGroup 01 Lec 1, Dis 1








RegGroup 09 Lec 3

Registration Groups

Example: Students register for Lecture and

Discussion combinations; they pick ONE

OR

OR

OR

OR

OR

OR

OR

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Registration Groups


304 DEN Hall


304 DEN Hall


ALA Hall 204


ALA Hall 201

Lecture 3 TTH 8AM-9AM

Online



DEN Hall 206


DEN Hall 201

Format 2

Format 1

Activities

RegGroup 01 Lec 1

RegGroup 03 Dis 1

RegGroup 05 Dis 3

RegGroup 02 Lec 2

RegGroup 04 Dis 2

RegGroup 06 Dis 4

RegGroup 09 Lec 3

Registration Groups

Example: Students register for Lecture and Discussion separately; they pick

ONE OF EACH

OR

AND

OR

OROR

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As a Central Administrator or Departmental Administrator, I want to roll over offerings from previous term(s) so that they can be modified for a new term.

As a Central Administrator or Departmental Administrator, I want to create a course offering in a term by selecting from a list of approved canonical courses from the approved course inventory

Course Offering: Main User Stories

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The Creation Process Rollover

Central Departmental

Create from Catalog Ad-hoc Bulk

Course Offering: Course Creation

How might “rollover” work, look and feel? Course Rollover Wireframes

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http://ux.ks.kuali.org.s3.amazonaws.com/wireframes/R2.0/Course%20Offering/start.html

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Also supports Cross listed courses Joint courses Co-located courses Sequential courses Final Examinations

Course Offering: Course Management

Credits

Scheduling Days and Times Locations

Instructors

Prerequisites

Eligibility Requirements

How might “management of course offerings” work, look and feel? Course Offering Management Wireframes

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http://ux.ks.kuali.org.s3.amazonaws.com/wireframes/R2.0/Course%20Offering/start.html

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Seat Pools and Seat Counts, what’s the difference?

Working with Seat Pools Course Registration Management Eligibility Requirements Waitlists

Course Offering: Seat pools

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Registration Queues Wait Lists

Automatic Manual Somewhere in between

Hold Lists

Included in Rollover

Setup when creating courses from catalog

Course Offering: Registration Queues

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But What About Scheduling?

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Other variations of course offerings supported include :: Joint courses are two separate course offerings each with their own

activity offerings The “joint” nature results in a room and resource sharing indicator sent

to the scheduling system

Cross-listed courses offerings will result in multiple course offerings that share the same set of activities Registration groups, with separate seat pools support enrollment

restrictions for each cross listed identifier

The concept of a "room share" is strictly a scheduling concept and not specifically represented in this service

Course Offering Service Design

Course Registration

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The Joy of Training

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As a Student, I want to access the registration system to register for classes for a specific term

As a Student, I want to be added to a Wait List for a specific offering

As an Administrator, I want to register a Student in one or more offerings

Course Registration: Main User Stories

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Types of Eligibility Registration – basic eligibility to register for a specific

term, without regard for specific offerings or how the offerings interact

Course – eligibility to register in a particular offering Schedule – eligibility to register with regard to all

offerings in the registration cart and all offerings already on one’s schedule

Course Registration: Reviewing Eligibility

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Course Eligibility

Can I access the registration function?

Can I submit this request?

Can I add or drop this offering?

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Type When Examples Affected Activity

Registration Prior to being able to access the registration cart

Pre-registration checks, no holds, mandatory acknowledgements

Prevented from accessing the cart, configurable to allow early saves

Course While in the cart, trying to add an offering

Requisites, major restrictions, is space available

Prevented from adding an offering to the cart

Schedule When submitting the registration cart

Time overlaps in offerings, other conflicts

Prevented from submitting the cart


Exemption – a persistent ability to allow an activity that would have been otherwise prevented In KS Students will need the ability to request an exemption Administrators will need the ability to create and apply an exemption

to a Student Example – exempting a requisite due to life experience

Override – a one-time, non-reusable ability to allow an activity that would have been otherwise prevented Employed by administrators when a requested exemption is not

appropriate in that particular case Example – allowing a Student to register for two offerings with time

conflicts

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Course Registration: Reviewing Exemptions

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What kinds of queues do we expect in Kuali Student?

Wait List – an ordered list of Students who wish to register in an offering for which they are eligible, but there is insufficient space One way onto the list, three ways to transition off

Hold List – an ordered list of Students who want to register in an offering, but are not eligible; there is a presumption they will become eligible later; hold lists are processed after wait lists Example – a 300-level Physics offering is open to only Physics majors

until the first day of the term, then open to all majors. A Mechanical Engineering major might want to get on the hold list

Course Registration: Registration Queues

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Types of Tools Registration Cart – a graphical holding area

to collect offerings while browsing a catalog or schedule of classes Is transactional, not a planning tool Can be added to and saved ahead of time for submission later

One-Click – a means to select a single offering and add it to a Student’s schedule with minimal overhead

Course Registration: Registration Tools

How Students search for offerings

How Students select offerings and place them in the cart

Show indications of not passing eligibility checks

Show how Students submit their carts and the results of the new offerings on their schedules

Show how Students place themselves on a wait list or into a hold list

Show what is different for an Administrator registering a Student Course Registration - Wireframes

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Course Registration: Wireframe Demo

http://ux.ks.kuali.org.s3.amazonaws.com/wireframes/R2.0/Registration/start.html

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What is tuition? – assessed amounts based on a tuition schedule, usually a spectrum of credits Can be pro-rated by credits and resident (legal) status Can be simpler, as in part-time or full-time Example – 6 credits cost $2,145; 10 - 18 cost $3,525

What are fees? – assessed non-tuition amounts associated with a course, program, or something more general Examples – $100 lab fee, $500 Executive MBA fee

Sigma Systems will be contributing Student Account calculation and assessment functionality; there is still uncertainty surrounding the specifics

Course Registration: Tuition and Fees

Show how general fees might be displayed in the cart

Show how course fees might be displayed in the cart as a result of adding or dropping an offering

Show how tuition amounts might be displayed in the cart as a result of adding or dropping an offering Course Registration - Wireframes

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Course Registration: Fees Wireframes Demo

http://ux.ks.kuali.org.s3.amazonaws.com/wireframes/R2.0/Registration/start.html

Getting Students into Courses Registration Request Represents the student's request for registration

for course offering(s) Registration Request Item Represents a single transaction request to

create or modify the student's relationship with a registration group Registration Response Provides the overall status of the transaction and/or warnings or error messages as a result of processing the transaction

Registration Item Response The detailed registration response status of the individual registration item

Course Registration A relation structure representing the student's relation to a CourseOffering

Waitlist Represents a list of students who wish to register to a Reg Group but cannot because of seat unavailability

Hold Until List Another type of waitlist for students who want to enroll in a course but are ineligible because of some criteria which will expire

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Course Registration Service Concepts

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Basic eligibility1. is alive2. has been admitted or confirmed intent

Holds cleared1. has unpaid library fine2. has not paid last term's bill

Acknowledgements confirmed1. has acknowledged Honor Code2. has verified Emergency Contact3. has applied to graduate

Eligible for term1. Basic eligibility2. is student expected in term3. registration period is open4. Holds cleared5. Acknowledgements confirmed6. international student has checked in 7. mandatory Advising Check8. cannot have already earned more than X credits

Evaluating Registration Eligibility

Everyone

Graduating Seniors

ERROR

Warning

International Students

Freshman

Error -- or --Short circuit

Summary of

evaluation

Course Assessment

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As an Instructor, I will submit grades, so the university can record students’ level of mastery of the course work.

As a Grader, I will assign grades for the Activity Offerings for which I have grading responsibilities

As a Central Administrator, I will configure the grading environment, so grades will be recorded appropriately when required.

Course Assessment: Epic User Stories

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How are students’ performance assessed? Standard Letter Grades A, B, C, D, & F Other Grading Scales

Pass or Fail Numeric

When are students’ performance assessed? Mid-Term: For purposes of measuring progress Final Grades: Credit awarded

How and When Courses Assessed?

Mid-Term Grades

Final Grades

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Grade Roster Primary mode to submit grades Lists all students in activity offering Ability to save partial list before

submitting grades

Grade Roster Delegation Teacher’s Assistants and Graders Rights can vary

Example: TAs can save, but not submit grades

Grade Rosters

Math 101

1 John Doe A

2 Jane Doe A

3 John Smith B

4 Jane Smith A-

5 John Chan B

6 Tommy Trojan A+

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Currently Kuali Student E1, E2, E3 WILL NOT track course assignment grades WILL NOT be a document repository for students in course WILL NOT track attendance WILL NOT submit grades from LMS WILL import from LMS WILL export to LMS

Not Learning Management System

LMS

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Grading Opens Instructor, Grader, & TA can start

inputting grades

Grading Closes Grades are required to be

submitted

Grades Posted Grades are posted to student

records Credit is awarded

Grade Changes All late submissions and changes

will require administrator approval

Grading Periods

Mid-Term Grading Closes

Grade Changes

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Authorizations Who can Assign Grades Who can Change Grades Who can View Grades

Setup Valid Grade Scales Grading Roster Grading Periods

Assessment Environment Configuration

Grade Roster Wireframes Course Assessment Wireframes

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Course Assessment: Wireframes Demo

http://ux.ks.kuali.org.s3.amazonaws.com/wireframes/R2.0/Course%20Assessment/start.html?Page=Chemistry_100

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Grading Service

Constrains (offer options)

Constrains (student options)

System calculates Admin Grades

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Grading Service

Academic Record

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Module 3:: Supporting Materials

Module 3:: Follow-up Date: December 8, 2011 Time: 12pm – 2pm ET | 9am – 11am PT Post questions/issues: KS ENR Training, Module 3:: Questions/Issues

Module 3:: Evaluation Please complete short survey:: KS ENR Training, Module 3 Evaluation

Module 4:: Understanding Programs and Program Offerings Date: December 14, 2011 Time: 12pm – 4pm ET | 9am – 1pm PT Functional Areas

6. Program Offering

7. Program Enrollment

8. Program Assessment

Wrap-Up

https://wiki.kuali.org/display/STUDENT/Module+3+-+Understanding+Courses+and+Course+Offerings#Module3-UnderstandingCourseandCourseOfferings-SupportingMaterials

https://docs.google.com/a/kuali.org/document/d/10b1nkC57lWZ8GzO0T6zFpNeVTEJdDxYkp1j1rYpNYyE/edit

https://catalyst.uw.edu/webq/survey/cbershad/151025

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Questions?

KS ENR Functional Training Module 3: Understanding Courses and Course Offerings.

Documents

Transcript of KS ENR Functional Training Module 3: Understanding Courses and Course Offerings.