PESC Update Tuesday December 7, 2004 Michael Sessa Executive Director Communicate ~ Collaborate ~...

PESC UpdateTuesday December 7, 2004

Michael Sessa

Executive Director

Communicate ~ Collaborate ~ InnovateCommunicate ~ Collaborate ~ Innovate

Bruce Marton

Associate Director, SIS

University of Texas at Austin

JA-SIG Tuesday December 7, 2004

Overview of PESC Industry Relationships Current Activities PESC Architecture Future Activities

AgendaAgendaAgendaAgenda


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.

Overview of PESCOverview of PESCOverview of PESCOverview of PESC



Board of DirectorsMichael Berberet, Manager of Business Development, Government Solutions, PearsonSteve Biklen, Treasurer, President (retired), Citibank Student Loan Corp, Represents NASLA Judith Flink, Director of Student Financial Services, University of Illinois @ ChicagoBill Hollowsky, Senior Director of Applications Development, Oracle CorporationMark Jones, Vice Chair, Vice President of Marketing and Business Development, National Student

ClearinghouseDallas Martin, President, NASFAADavid Moldoff, Represents Sungard SCTRobert Morley, Associate Registrar, University of Southern California, Represents AACRAOPete Nalli, Secretary, Director of Software Architecture, DatatelKeith Riccitelli, Chair, Director of Global Sourcing, Sallie MaeMichael Sessa, Executive Director, PESC



Steering Committee

Ed Hauser, General Manager for SCT Banner Student and Financial Aid Systems, Sungard SCT, Chair

Holly Hyland, Management Analyst, Office of Federal Student Aid, US Department of Education Robert King, Director of Strategic Development, Citibank

Adele Marsh, Vice President of E-Commerce Initiatives, AES

Bruce Marton, Associate Director, Student Information Systems, University of Texas at Austin


Overview of PESCOverview of PESCOverview of PESCOverview of PESC Members

AACRAO, AES, California Community College System, CBA, Citibank, COHEAO, CollegeBoard, Columbia University, Community College of the Air Force, Datatel Inc., edfinancial, Educaid, EFC, ELM Resources, Florida State University, George Washington University, Iowa State University, Law School Admission Council, Lumina Foundation, Miami University-DARS, NACUBO, NASFAA, NASLA, National Student Clearinghouse, NCHELP, Nelnet, Northern Illinois University, Oracle, Pearson, PeopleSoft, Princeton Review, Purdue University, Sallie Mae, Sungard SCT, SLSA, Susquehanna University, Texas A & M University, University of Illinois at Chicago, University of Illinois System, University of Maryland – University College, University of Minnesota, University of Northern Iowa, University of Oklahoma, University of Phoenix, University of Texas at Austin, University of Virginia, USA Funds, US Department of Education, Virginia Polytechnic Institute

AffiliatesAccess Group, ACT Inc, ACE, California School Information Services, Docufide, Educause, First Marblehead Education Resources, IDAPP, IMS Global Learning Consortium, Jenzabar, KHEAA, RDA Corporation, SIF



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

Winter Summit held in partnership with SPEEDE – San Diego 2/17/05 – 2/18/05;

Fall Summit held in partnership with AACRAO’s Technology Conference – Atlanta 10/11/05 – 10/12/05

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

Technology and Standards 2nd Annual – Washington DC 5/2/05 – 5/4/05


Industry PartnersIndustry PartnersIndustry PartnersIndustry Partners

US Department of Education – Office of Federal Student Aid (FSA)

AACRAO’s SPEEDE CommitteeNCHELP’s ESC CommitteeAACRAOCBA, EFC, NCHELP


Current ActivitiesCurrent ActivitiesCurrent ActivitiesCurrent ActivitiesFocus on MembershipSupport for EDIAuthenticationStandards Forum for Education

Development Initiatives XML Registry and Repository Policies and Procedures Hierarchy


Focus on MembershipFocus on MembershipFocus on MembershipFocus on Membership

Site VisitsInterviewsSponsorshipsPR: Meetings, Conferences, Advisory Boards,

Speaking Engagements


Support for EDISupport for EDISupport for EDISupport for 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


AuthenticationAuthenticationAuthenticationAuthentication

Analyze, evaluate, and communicate issues and initiatives for the Membership

Educate PESC membership and higher education community Identify how authentication might be applied in the education

space Evaluate leverage points, benefits, and issues presented by

employing standard student authentication in education-related initiatives

Track major influential organizations: Federal Government, FSA, EAP

Make recommendations for further PESC action


XML Postsecondary Transcript Jointly developed by the Standards Forum for

Education, SPEEDE, and ESC Based on PESC XML Technical Specifications and

Education Data Dictionary July 2004: version 1.0 approved by PESC Members

and released as PESC approved standard

Standards Forum for EducationStandards Forum for EducationStandards Forum for EducationStandards Forum for Education


Common Record (loans and grants)• For PELL and Direct Lending:

2002-3 Early adopters2003-5 Optional2005-6 Required

• For FFELP and Alternative Loans:

2002-3 CommonLine 52004-5 Convergence to CRC begins2005-6 Industry convergence



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



CommonLine 4

CommonLine 5

PELL

Common Record

Direct Lending

Campus-Based

2001 20032002

?

?

Servicing/CAM

FAFSA/ISIR

Optional

Required

Begin Migration?

20052004

Phases out CL95, CL96, CL3


Phased out

Phased out

Phased out

Optional

2006

Early Adopters

1.0 Required



Initiatives in Process Request/Response of XML Postsecondary Transcript Request/Response of Degree Audit Online Loan Counseling Secondary to Postsecondary (S2P) XML Transcript Data Transport

Requests made for: Admissions Application, Test Scores, Course Catalogue


Standards Forum for EducationStandards Forum for EducationStandards Forum for EducationStandards Forum for EducationPolicies and Procedures

Released to PESC Membership in October 2004 for comment period

Released to Education Community in December 2004 Focus is on collaboration, submission, approval, and maintenance

XML Registry and Repository Developed and owned by FSA Administered by PESC Stores PESC approved standards



Technical Advisory BoardSubmission Advisory BoardChange Control Board

Steering Committee

S2P Transcript

Data Transport

Transcript Request/Response

Loan Counseling

Workgroups

Hierarchy Board of Directors

Degree Audit Request/Response


Standards ForumStandards Forum

Formed by Postsecondary Electronic Standards Council in May 2000

XML Standards for Education• Use existing specification whenever possible• Utilize what works in EDI, learn from what

didn’t Establish work groups on topics determined by

Forum participants• Core Components Workgroup• Technology Workgroup• Architecture Team


Community ParticipationCommunity Participation

AACRAO SPEEDE Committee NCHELP Electronic Standards Committee Department of Education SIS Vendors Colleges


XML Schema FeaturesXML Schema Features

Minimum/Maximum Length Required/Optional Repeatable Format: Number, Date etc. Code lists Mandatory choice User-defined extensions


XML Schema ExtensibilityXML Schema Extensibility

Extensions Substitutions References to other Schemas

• Take all or part• Modify as needed


Extensibility with NamespacesExtensibility with Namespaces

Identifies the source of an XML definition set• Use URI or URN• http://www.w3.org/2001/XMLSchema• urn:org:pesc:core:CoreMain:v1.0.0

Distinguishes different objects with the same name

Allows schema referencing• Use import feature


Core ComponentsCore Components

Data dictionary Core Components XML Schema

• Data Formats• Business processes• Data Relationships• Naming conventions


Domain interoperabilityDomain interoperability

Common rendering of core re-used elements

Common code sets for shared concepts

Consistent technology standards and best practices


Development StandardsDevelopment Standards

Modularity and re-usability• form, fit and function

Naming conventions• no abbreviations

• some acronyms ok

• consistent naming• “Code”, “Indicator”, “ID”

• UpperCamelCase


Development Standards (cont.)Development Standards (cont.)

Use of qualifiers• Generally deprecated• Specified instance of named

types preferred• where semantically significant• base named types where specificity

not needed

Object-oriented design • Extensions from base types



TranscriptSchema

Student LoanSchema

CommonApplication

Common DataFormats,Relationships

Processes

Domains

TranscriptSchema

Common DataFormats,Relationships

Processes


Core Components

Data DictionarySector Library

Sector Library

Sector Library

Application Schema

Application Schema

Application Schema

Application Schema

Application Schema

Application Schema

Standards Forum Core ComponentsStandards Forum Core Components



All simple types in core Re-used complex types in core “model” complex types Serves as building components for

new document types


Sector and InstanceSector and Instance

Sector components• Re-usable business concepts• Refining for specific needs

Instance schemas• Single document

• Transaction specific


How to reconcile differencesHow to reconcile differences

Agree to disagree• Definitions can be refined in sector• Complex types may be re-built

Convergence• Move to core definitions

• Unique constructs allowed


CommonLineRosterResponse.xsd

PESC Core Components

Data Dictionary

CoreMain.xsdFinancial Aid

Sector Library

FFELAlternative.xsd

Academic Record Sector Library

AcademicRecord.xsd

College Transcript Schema

CollegeTranscript.xsd

Standards Forum Core ComponentsStandards Forum Core Components

CommonLineRoster.xsd

CommonLineResponse.xsd

CommonLineReceipt.xsd

CommonLineRequest

.xsd


User-defined ExtensionsUser-defined Extensions

Allows mutually defined sub-schemas• State systems• Regional requirements• Software specific needs

Allows strict standards within system Other user can ignore. National ratification not needed


XML FormatXML Format

SPEEDE Transcript (XML)


Next StepsNext Steps

Schools can begin implementing standard• Mapping to SIS system• New development in XML

University of Texas server supports SPEEDE XML standard Now


Adoption of PESC StandardAdoption of PESC Standard

SungardSCT Banner 6.2 implementing SPEEDE XML standard in current project

California Community Colleges lists SPEEDE as requirement


Near term development goalsNear term development goals

Related Transcript Schemas • Request

• Response

• Acknowledgement

College Transcript XML Implementation Guide

Degree Audit Schema


Development goals (cont.)Development goals (cont.)

Transport and routing standards (SOAP)

EDI/XML Crosswalk tables EDI/XML translation

software


SPEEDE Training SupportSPEEDE Training Support

AACRAO Technology Conference• College Transcript Mapping Sessions• XML Implementation

XML Stylesheets• .html• .pdf (Acrobat)


Texas Internet ServerTexas Internet Server

Supports larger scale Sending

• One packet – many destinations

Receiving• One packet - many senders

3rd Party trust model• Maintain authentication key ring


Hub and Spoke designHub and Spoke design


XML EnhancementsXML Enhancements

XML Transport and Routing Registration of XML capability by

Institution Supporting XML standards


Certification Services Open Source Wireless Technology Membership in OASIS Reauthorization of HEA

Future ActivitiesFuture ActivitiesFuture ActivitiesFuture Activities


Additional InfoAdditional InfoAdditional InfoAdditional Info

www.PESC.org The Standard Winter Workgroup Summit 2005 2nd Annual Conference on Technology and

Standards Fall Workgroup Summit 2005


Michael Sessa

Executive Director

PESC

[email protected]

202-293-7383

PESC Update

JASIGJASIGJASIGJASIG

Bruce Marton

Associate Director, SIS

University of Texas at Austin

[email protected]

512-475-7306

PESC Update Tuesday December 7, 2004 Michael Sessa Executive Director Communicate ~ Collaborate ~...

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