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An Introduction to PESC Standards What they are and what they can do for you Jam Hamidi Bccampus PESC TAB member jhamidi@bccampus.ca IT4BC PESC 1

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● Standards are so universally used that they are often taken for granted. While some might consider them to be about as interesting as watching grass grow, without them, modern life as we know it would unravel. IT4BC PESC 2

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● Imagine Tom jumping from Institution to institution over his long “professional” career: ● From province to province. ● From country to country.● Imagine his Transcripts, Achievements, Awards, Loans, Credits, Courses.● Imagine the administrative burden.● Protection of his identity (by law). IT4BC PESC 4

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PESC org● PESC - the Postsecondary Electronic Standards Council● Established in 1997 at the National Center for Higher Education in Washington, DC.● Non-profit, community-based, umbrella association ● AACRAO, ACT, Brigham Young University, Educause, Citibank, COHEAO, Datatel, EFC, ETS, Harbinger-Supply Tech, KPMG, Law School Admission Council, NACUBO, NASFAA, NCHELP, New York University, Pearson, Sallie Mae, Sungard SCT, SLSA, University of Oklahoma, University of Texas at Austin, U.S. Department of Education IT4BC PESC 5

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PESC org● Factors in formation of PESC (90s): ● Y2K ● Electronic Transcripts ● FDSLP (Federal Direct Student Loan Program) ● EASI (Easy Assessor for Students and Institutions) IT4BC PESC 6

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● The hub relieves each sender and receiver of having to connect peer to peer and of having to develop multiple interface formats.● A single change in data needs to be implemented only once.● An organization that plugs into the hub immediately connect with every other organization in the network. IT4BC PESC 11

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Without PESC expect● Increased cost of systems, IT, integration.● Increased cost in resources due to serial, redundant and customized programming for the same data elements.● Slower response to customer needs.● Increased data mapping which jeopardizes data quality and integrity.● More difficult access to data.● Repetitive programming if rules, regulations, or business needs change. IT4BC PESC 13

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● While Provinces can set up their own hubs to manage data exchange within a Province, national standards facilitate data exchange across the country or with other countries.● Peer to peer exchange is possible with national standards.● But a centralized method for exchanging data is needed as well for all institutions that don’t have or want their own hubs or don’t want a peer to peer model.● Canada privacy laws prohibit Student data from crossing into US for exchanges within Canada. IT4BC PESC 14

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Challenges● Broad exchange and transportation of data from one point to another remains unaddressed in higher education.● There is a significant need for a centralized hub or network that can exchange data standards for Institutions.● Without a service, Institutions have to search for a mechanism on their own or build it themselves.● Leaving each entity to build mechanisms on its own is extremely expensive, will take years, and as a result may never actually happen. IT4BC PESC 17

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Challenges● Higher education is far behind other industries in implementation and use of technical standards.● Think of the value of: ● The ATM network ● Credit card networks (VISA, Mastercard, AmEx, etc.) ● Direct deposit● K12 and higher educations own standards. IT4BC PESC 18

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PESC Mission● PESC approved financial aid XML standards implemented in every US College and university.● High School and/or College Transcripts used/implemented in 6 states (CA, GA, IN, NC, OH, VA) and throughout Alberta and Ontario, in pilot phase in BC.● 18 states plan on implementation within 18-24 months● Data Transport Standard implemented in Alberta, a handful of colleges, and with National Student Clearinghouse.● XML College Transcript implemented by SunGard Higher Education. IT4BC PESC 19

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Partners● AACRAO’s SPEEDE Committee – American Association of Collegiate Registrars and Admissions Officers, Standardization of Postsecondary Education Electronic Data Exchange● DQC / InCommon● SHEEO – State Higher Education Executive Officers● SIF Association● SunGard Higher Education● US Department of Education – NCES – National Center for Education Statistics – FSA – Office of Federal Student Aid IT4BC PESC 20

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Adoption IT4BC PESC 23

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EdUnify● A web service registry/index with a suite of applications built on top of it.● EdUnify infrastructure allows vendors, academic institutions, and government agencies to register their data interchange specifications.● Users of EdUnify will be able to use these registry and annotation services to: ● Build integrations ● Inventory services ● Access data across higher education. IT4BC PESC 24

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EdUnify Applications• Faculty Search for Expertise, Schedule, etc.• Student Search for Enrollment Status• Student Progress Traceback Search• Teacher Traceback Search• Lookup Program and Course Learning Outcomes and Comparability• Government Agency Data and Information Collection• Applications for Mobile, Portable, or Wearable Computer Devices IT4BC PESC 25

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http://www.pesc.org● Standards and Workgroups ● PESC Approved Standards – Admissions Applications – Education Test Score Reporting – IPEDS – Student Aid – Transcripts – Data Transport Specification – Core Main – Sector Libraries IT4BC PESC 26

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CoreMain● CoreMain v1.8.0 xsd Defines basic types ● Person ● Organization ● Transmission ● Employment ● Etc.. IT4BC PESC 27

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CoreMain● <xs:group name="OrganizationIDGroup">● <xs:annotation> ● <xs:documentation>Allowable Organization IDs - Exclusive choice. As of January 2009, CSIS and USIS are marked as deprecated and will be removed in a future release</xs:documentation>● </xs:annotation>● <xs:choice> ● <xs:element name="OPEID" type="core:OPEIDType"/> ● <xs:element name="NCHELPID" type="core:NCHELPIDType"/> ● <xs:element name="IPEDS" type="core:IPEDSType"/> ● <xs:element name="ATP" type="core:ATPType"/> ● <xs:element name="FICE" type="core:FICEType"/> ● <xs:element name="PSIS" type="core:PSISType"/> IT4BC PESC 28

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Admissions Applications● The Admissions Application standard can be used by any number of organizations to send admissions application data and information to colleges and universities.● Members Approved: – AACRAO - American Association of Collegiate Registrars & Admissions Officers – SunGard Higher Education – Datatel, Inc. – Oracle Corporation – Alberta, Ontario Province-wide Admissions – Etc.. IT4BC PESC 29

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Testscore Reporting● XSD, Implementation Guides IT4BC PESC 31

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Student Aid● XSD, implementation guides IT4BC PESC 32

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Transcripts● XSD, Implementation guides ● AcademicRecord type – Course – Academic Award – Academic Summary ● High School transcript type ● College transcript type ● Transcript Request and Response ● Transcript Acknowledgement ● Transcript Batch IT4BC PESC 33

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Transcripts IT4BC PESC 34

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Transcript Exchange● Currently in Pilot in BC ● SFU (PeopleSoft system integration) ● Kwantlen (Banner system integration) ● Douglas College (Banner system integration)● Hub and spokes model for BC● Last 5 months in Production● Processed 1200 transcripts already● Soon to expand to more institutions IT4BC PESC 38

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DTS● Data Transport Specification ● WebService Oriented ● Published WSDL ● Security aspects including single sign-on● SIF integration coming soon ● SIF has extensive WSDL capabilities ● More REST-like● In its infancy IT4BC PESC 39

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EDI● EDI-PESC Mapping document● EDI Working group within PESC umbrella● SNAP (Statistical Networking Application Project) for K12 exchanges. IT4BC PESC 40

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PESC TAB● Technical Advisory Board ● ACT / SunGard cochairs ● The Technical Advisory Board is responsible for updating and maintaining all technical specifications and for providing guidance on technical and architectural issues related to electronic standards and higher education. IT4BC PESC 41

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Conclusion● PESC provides all standards and information to the education community on its website without charge.● If your organization is not a member, but you use the site and/or use PESC standards, please consider joining PESC as a member and help share the cost of bringing higher education to a new level of interoperability. IT4BC PESC 42