Ohio Articulation and Transfer Tools Update

Ohio Articulation and Ohio Articulation and Transfer Tools UpdateTransfer Tools Update

February 22, 2007February 22, 2007

February 22, 2007February 22, 2007 TAG Point PersonsTAG Point Persons 22

Data Driven ToolsData Driven Tools

Approved Course Bulletin Board – Approved Course Bulletin Board – already shownalready shown

Surveys for TAG improvementSurveys for TAG improvement TAG Course Management SystemTAG Course Management System Articulation and Transfer Articulation and Transfer

ClearinghouseClearinghouse


Survey ToolsSurvey Tools

Use of short surveys for TAG Use of short surveys for TAG Panel supportPanel support

Data collection for Articulation Data collection for Articulation and Transfer Clearinghouseand Transfer Clearinghouse

Other needs that may ariseOther needs that may arise www.surveymonkey.comwww.surveymonkey.com


Business TAG OAN Business TAG OAN SurveySurvey Purpose: to determine which 4-year Purpose: to determine which 4-year

institutions do and do not require institutions do and do not require course work corresponding to Business course work corresponding to Business TAG OANsTAG OANs

Asked about courses required, offered, Asked about courses required, offered, not offerednot offered

Results available at: Results available at: http://www.surveymonkey.com/Report.http://www.surveymonkey.com/Report.asp?U=320463223800asp?U=320463223800


Business TAG Survey ResultsBusiness TAG Survey Results(as of 2/21/07)(as of 2/21/07)


Business TAG Survey Results - Business TAG Survey Results - 22


TAG Course Management TAG Course Management SystemSystem

Management of TAG and OAN Management of TAG and OAN informationinformation

On-line submission of course materials, On-line submission of course materials, matching information, and withdrawalsmatching information, and withdrawals

On-line support of materials reviewsOn-line support of materials reviews Integrated support of review rubricsIntegrated support of review rubrics Extendable to other initiatives – e.g. Extendable to other initiatives – e.g.

CT2, Stackables, and AP CreditsCT2, Stackables, and AP Credits


TAG and OAN TAG and OAN InformationInformation TAG descriptionTAG description

– Transfer Module recommendationsTransfer Module recommendations– Major requirementsMajor requirements

OAN descriptionOAN description– CreditsCredits– PrerequisitesPrerequisites– Learning OutcomesLearning Outcomes


On-line submission of On-line submission of institutional informationinstitutional information Course materials – create a TAG Course materials – create a TAG

course catalog or inventorycourse catalog or inventory Match – use the inventory to create Match – use the inventory to create

matches and submit for reviewmatches and submit for review– Closely align submission data with Closely align submission data with

learning outcomes and review rubriclearning outcomes and review rubric Withdrawal – submission of withdrawal Withdrawal – submission of withdrawal

notificationsnotifications All forms are web-based under All forms are web-based under

password –protectionpassword –protection– Only your institution’s workOnly your institution’s work


On-line support of materials On-line support of materials reviewsreviews

Web-based course material reviewsWeb-based course material reviews Rubrics integrated into the processRubrics integrated into the process Electronic workflowElectronic workflow

– Notification of new submissionsNotification of new submissions– RemindersReminders

Dispositions submitted electronicallyDispositions submitted electronically SecureSecure

– Only your panel’s workOnly your panel’s work– Dispositions under control of point personDispositions under control of point person

Flows into Clearinghouse, Bulletin Board, etc.Flows into Clearinghouse, Bulletin Board, etc.


ReportingReporting

Browse and retrieve course Browse and retrieve course materialsmaterials

Status reportingStatus reporting– StatisticsStatistics– IndexesIndexes

By panel/TAGBy panel/TAG By institutionBy institution


How will we get there?How will we get there?

Create two advisory groupsCreate two advisory groups– SubmittersSubmitters– Panel membersPanel members

Quick exploratory studyQuick exploratory study Iterative development Iterative development

methodologymethodology


Articulation and Transfer Articulation and Transfer ClearinghouseClearinghouse

Why is Ohio Doing an Articulation Why is Ohio Doing an Articulation and Transfer Clearinghouse?and Transfer Clearinghouse?

What is the Articulation and What is the Articulation and Transfer Clearinghouse?Transfer Clearinghouse?

How will it work?How will it work? How will we implement it?How will we implement it?


What is the Articulation and What is the Articulation and Transfer Clearinghouse Transfer Clearinghouse (ATC)?(ATC)? The ATC establishes a statewide transfer The ATC establishes a statewide transfer

support mechanism tosupport mechanism to– Securely move electronic transcripts between Securely move electronic transcripts between

the state-supported institutions using the state-supported institutions using nationally accepted standardsnationally accepted standards

– Consistently apply the state-wide Articulation Consistently apply the state-wide Articulation and Transfer course equivalencies and Transfer course equivalencies established through TAGs, OANs, and review established through TAGs, OANs, and review processesprocesses

– Flexibly respond to changes in policies, Flexibly respond to changes in policies, curriculum, and technologycurriculum, and technology


Why do I need the Why do I need the ATC?ATC? Facilitate routing of electronic Facilitate routing of electronic

transcripts in nationally accepted, transcripts in nationally accepted, standard formatstandard format– PESC XML with Ohio implementation detailsPESC XML with Ohio implementation details

Off-load institutional complexity in Off-load institutional complexity in application of course equivalency rulesapplication of course equivalency rules

Consistently and comprehensively Consistently and comprehensively apply the rules based on latest faculty apply the rules based on latest faculty panel decisionspanel decisions


Course Mapping ExampleCourse Mapping Example Suppose OSU has indicated that MATH123 matches the learning outcomes Suppose OSU has indicated that MATH123 matches the learning outcomes

of OTM001of OTM001 Suppose CSCC has indicated that MTH 166 matches the learning Suppose CSCC has indicated that MTH 166 matches the learning

outcomes of OTM001outcomes of OTM001 Suppose WSUN has indicated that MTHM101 and MTHM102 together Suppose WSUN has indicated that MTHM101 and MTHM102 together

match the learning outcomes of OTM001match the learning outcomes of OTM001 WSUN also has indicated that MTHM200 matches the learning outcomes of WSUN also has indicated that MTHM200 matches the learning outcomes of

OTM 001OTM 001

Suppose the Math Panel approves all these matches starting WI06Suppose the Math Panel approves all these matches starting WI06

Suppose I take MTH166 at CSCC in AU2005 – no match!Suppose I take MTH166 at CSCC in AU2005 – no match!

Suppose I take MTH166 at CSCC in WI2006 and apply to transfer to WSU Suppose I take MTH166 at CSCC in WI2006 and apply to transfer to WSU and OSU after SP2006and OSU after SP2006

ATC supplements my transcript destined for OSU with OTM001 and ATC supplements my transcript destined for OSU with OTM001 and MATH123 informationMATH123 information

ATC supplements my transcript destined for WSUN with OTM001 and ATC supplements my transcript destined for WSUN with OTM001 and MTHM101 and MTHM102 information as well as MTHM200MTHM101 and MTHM102 information as well as MTHM200


Doesn’t CAS already do this?Doesn’t CAS already do this?

CAS provides similar information for planning CAS provides similar information for planning purposespurposes

ATC provides support for official transcript ATC provides support for official transcript exchange when a student moves between exchange when a student moves between campusescampuses

We will continue to address the overall Ohio We will continue to address the overall Ohio Transfer and Articulation Architecture with Transfer and Articulation Architecture with CASCAS


Delivery of Delivery of functionalityfunctionality Production – Production – Pilot appx. 3/1/07, production appx. 4/1/07Pilot appx. 3/1/07, production appx. 4/1/07

– Web page to send transcriptWeb page to send transcript– Web service to send transcriptWeb service to send transcript– Web page to receive transcriptWeb page to receive transcript– User interfaceUser interface– Security modelSecurity model– Electronic communication – emailElectronic communication – email

June UpdateJune Update– Acknowledgement to source institution that transcript was received and processed by Acknowledgement to source institution that transcript was received and processed by

destinationdestination– Full Security ModelFull Security Model– Institutional Configuration User InterfaceInstitutional Configuration User Interface

Course equivalency in supplement – Course equivalency in supplement – Pilot appx. 7/1/07, production appx. Pilot appx. 7/1/07, production appx. 8/1/078/1/07

TBD - Ohio Transfer Module in supplementTBD - Ohio Transfer Module in supplement

Further enhancements…Further enhancements…

Today’s process

Long term new process


Demonstration Demonstration ScenarioScenario Gabriella Settle (not a real Gabriella Settle (not a real

student) has requested her student) has requested her transcript be sent from Lorain transcript be sent from Lorain County Community College to the County Community College to the University of Cincinnati via University of Cincinnati via Lorain’s web siteLorain’s web site

Request has been received in Request has been received in Lorain’s Records Office.Lorain’s Records Office.


Business ProcessesBusiness Processes

At LorainAt Lorain– Records office willRecords office will

clear student’s accountsclear student’s accounts initiate an electronic process to extract student initiate an electronic process to extract student

data from Lorain’s Jenzabar TE Student data from Lorain’s Jenzabar TE Student Information System, format the transcript in the Information System, format the transcript in the agreed upon standard, and deliver it to the agreed upon standard, and deliver it to the Central Clearinghouse via a web service callCentral Clearinghouse via a web service call

At CincinnatiAt Cincinnati– Registrar’s Office will periodically log onto Registrar’s Office will periodically log onto

the Central Clearinghouse to see if any the Central Clearinghouse to see if any transcripts are available to view or transcripts are available to view or download via a web page interface.download via a web page interface.


Sending institution – Sending institution – records office transcript records office transcript requestrequest


Sending institution – ATC Sending institution – ATC central responsecentral response


ATC Central – Login ATC Central – Login PagePage


Welcome ScreenWelcome Screen


Select InstitutionSelect Institution


Search for Available Search for Available TranscriptsTranscripts


View Transcript DetailsView Transcript Details


XML TranscriptXML Transcript


Screenshot of Draft Formatted Screenshot of Draft Formatted TranscriptTranscript

DRAFT


XML SupplementXML Supplement


Screen Shot of Draft Formatted Screen Shot of Draft Formatted SupplementSupplement

DRAFT


Where are we now –Where are we now –Central Clearinghouse?Central Clearinghouse?

Completed hardware and software Completed hardware and software procurementprocurement

Have implemented 3 development Have implemented 3 development and test environments at Regentsand test environments at Regents

Have started planning for hosting Have started planning for hosting production environmentproduction environment

Established development and Established development and testing infrastructuretesting infrastructure


Deployment strategy Deployment strategy considerationsconsiderations

Which institutions will go into production use Which institutions will go into production use first?first?– What is the level of readiness?What is the level of readiness?

TechnologyTechnology Business ProcessesBusiness Processes

– What is the level of interest?What is the level of interest?– What software platform is being used?What software platform is being used?– How is transfer evaluation done today?How is transfer evaluation done today?– What third party products are in use?What third party products are in use?– What SIS are in use?What SIS are in use?– Are there any SIS changes or upgrades planned?Are there any SIS changes or upgrades planned?

Which institutions will be part of the pilots?Which institutions will be part of the pilots?


Student information Student information systemssystems

Banner, 10

Datatel, 7

Homegrown, 4

Banner Power Campus, 2

CoCo, 2

PeopleSoft, 2

AMS, 2

CAST, 1

Jenzabar, 6


SIS ConsiderationsSIS Considerations

Known ChangesKnown Changes– 1 CAST to Jenzabar1 CAST to Jenzabar– 1 AMS to PeopleSoft – 1/091 AMS to PeopleSoft – 1/09– 1 AMS to TBD (RFP)1 AMS to TBD (RFP)– 1 Homegrown to Datatel – 2/071 Homegrown to Datatel – 2/07– 1 Homegrown to PeopleSoft - 20091 Homegrown to PeopleSoft - 2009– 1 Jenzabar TE to TBD – Fall 20081 Jenzabar TE to TBD – Fall 2008– 1 COCO to Banner – 1/20081 COCO to Banner – 1/2008– 1 COCO to Datatel - TBD1 COCO to Datatel - TBD

Native PESC XML SupportNative PESC XML Support– Banner 7.3Banner 7.3


Institutional support so Institutional support so farfar Established 3 centers focused on institutional Established 3 centers focused on institutional

software development needssoftware development needs Worked with 2 other institutions to validate Worked with 2 other institutions to validate

transcriptstranscripts Initiated bi-weekly communications with SIS Initiated bi-weekly communications with SIS

center leadscenter leads Initiated monthly communications with all Initiated monthly communications with all

institutions to facilitate the technical institutions to facilitate the technical implementation as well business process implementation as well business process redevelopmentredevelopment– Will go to bi-weeklyWill go to bi-weekly

Added Regents staff to assist institutions with Added Regents staff to assist institutions with testing and support.testing and support.


Send Paper Transcripts Paper Transcripts MoveReceive and Process

Paper Transcripts

Send Electronic Transcripts (Web Page,

Web Service)

Process Paper TranscriptsXML

TranscriptATC

Central

Receive Electronic Transcript

(Web Page)

Send Electronic Transcripts (Web Service) Process XML Transcripts

XML Transcript

ATCCentral

Receive Electronic Transcript

(Web Service)

Institutional Process Institutional Process EvolutionEvolution


Institutional Institutional implementation needsimplementation needs Identify single point of contact for all ATC Identify single point of contact for all ATC

implementation mattersimplementation matters Document existing business processesDocument existing business processes

– Send transcriptSend transcript– Receive transcriptReceive transcript– Received-transcript processingReceived-transcript processing

Identify needed changes to sending and Identify needed changes to sending and receiving processesreceiving processes

Document institutional project Document institutional project implementation plan and merge with ATC implementation plan and merge with ATC Central implementation planCentral implementation plan


Future Opportunities and Future Opportunities and Expansions?Expansions?

Other Articulation and Transfer Tools Will Reside on the New ArchitectureOther Articulation and Transfer Tools Will Reside on the New Architecture– Course Materials SubmissionCourse Materials Submission– Course Material ReviewsCourse Material Reviews– Student and Advisor Support ToolsStudent and Advisor Support Tools– Campus Self-ConfigurationCampus Self-Configuration

Migrate BOR Data Collection and Queries to New ArchitectureMigrate BOR Data Collection and Queries to New Architecture Implement Other OSC Initiatives on New ArchitectureImplement Other OSC Initiatives on New Architecture Career/Technical SchoolsCareer/Technical Schools Certificate ProgramsCertificate Programs Private InstitutionsPrivate Institutions High SchoolsHigh Schools Out of State Neighboring InstitutionsOut of State Neighboring Institutions


Thank-you!Thank-you!

Ohio Articulation and Transfer Tools Update

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