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Tuesday May 8, 2007 Michael Sessa Executive Director

Standards Make the World Go Round!. Tuesday May 8, 2007 Michael Sessa Executive Director. SHEEO/NCES Network Conference & IPEDS Workshop St. Petersburg, FL. Overview of PESC Current Activities Standards Forum for Education XML Registry & Repository for the Education Community

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Tuesday May 8, 2007 Michael Sessa Executive Director

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  1. Standards Make the World Go Round! Tuesday May 8, 2007 Michael Sessa Executive Director SHEEO/NCES Network Conference & IPEDS Workshop St. Petersburg, FL

  2. Overview of PESC Current Activities Standards Forum for Education XML Registry & Repository for the Education Community Future Activities Agenda

  3. Mission 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.

  4. Pete Nalli, Chair, Director of Architecture and Software Development, Datatel Craig Cornell, Vice Chair, Director of Enrollment Services, Nelnet Steve Biklen, Treasurer, President (retired), Citibank Student Loan Corp Represents NASLA David Moldoff, Secretary, President, AcademyOne, Inc. Barbara Clements, Chief Standards Officer, National Transcript Center Judith Flink, Executive Director of Student Financial Services, University of Illinois System Brian Lecher, Executive Vice President of IT, AES/PHEAA Michael Sessa, Executive Director, PESC Rick Skeel, Director of Academic Records, University of Oklahoma Represents AACRAO Francisco Valines, Director of Financial Aid, Florida International University Represents NASFAA Andy Wood, Development Director, Oracle Corporation Board of Directors

  5. 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 Committee

  6. Membership • 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

  7. Hierarchy Board of Directors Charlie Leonhardt, Georgetown Chair Steering Committee EA2 Task Force Change Control Board Submission Advisory Board Technical Advisory Board Workgroups Randy Mertens Chair Monique Snowden, Texas A & M Chair Steve Margenau, Great Lakes Chair Admission Application Degree Audit Request/Response Student Aid Inquiry Course Inventory Education Test Score Report Taxonomy Data Transport High School Transcript Transcript Request/Response Transcript Ackn. & Batch Online Loan Counseling

  8. Meeting Schedule

  9. 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 Supports

  10. “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 Paradigms

  11. 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 Paradigms

  12. Industry Partners • 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)

  13. 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 Outreach

  14. Organizational Growth • 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 ApprovedHigh School Transcript, College Transcript, Common Record: CommonLine (CRC), Data Transport Standard (DTS), Online Loan Counseling • 2 “Standards” SubmittedDegree Audit, Transcript Request and Response • 6 “Standards” in DevelopmentAdmission Application, Course Inventory, Education Test Score, Student Aid Inquiry, Taxonomy, Transcript Ack. & Batch

  15. Paper Forms Wet Signature Common Forms and Common Applications Online Applications and E-Sign Proprietary Formats EDI eXtensible Markup Language - XML Evolution of Data Exchange

  16. 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 EDI

  17. Support for ANSI EDI

  18. Support for ANSI EDI

  19. Support for ANSI EDI

  20. Support for ANSI EDI

  21. Standards Forum for Education • 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

  22. Evolution of Data Exchange in Student Aid $80 billion/year ? CommonLine 4 Phases out CL95, CL96, CL3 ? CommonLine 5 Common Record Phased out PELL Early Adopters Optional Required Phased out Begin Migration ? Direct Lending Phased out Campus-Based FAFSA/ISIR Begin Migration ?? Servicing/CAM 2001 2002 2003 2004 2005 2006

  23. Evolution of Data Exchange in Student Aid FAFSA - ISIR Graduation Sales Certification Repayment Delinquency MPN Payoff Cure - Claim Consolidation Guarantee Subrogation Disbursement Deferment NSLDS 799 - LARS Changes Forbearance Life of the Loan

  24. 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 Components

  25. Policies and Procedures • 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

  26. The Process Step 2: Workgroup Formed – Submission Development Step 3: Completed Candidate Proposed Approved? Step 1: Request Made – Letter of Intent Review by SAB & Steering Committee Approved? Workgroup Formed – Candidate Developed N Change Control Board Review Y Returned for additional information Y N Notification to Steering Committee Returned with Explanation Step 5: PESC Membership Vote Approved? Step 4: Public Comment PESC Membership vote N Returned with Explanation Y Step 6:Ratification

  27. A Single Registry & Repository XML Registry and Repository for the Education Community • Developed and owned by FSA • Administered by PESC • Stores PESC approved standards

  28. XML Registry and Repository for the Education Community

  29. XML Registry and Repository for the Education Community

  30. XML Registry and Repository for the Education Community

  31. XML Registry and Repository for the Education Community

  32. XML Registry and Repository for the Education Community

  33. 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 Standard

  34. Data 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

  35. 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 Authentication

  36. 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 ? Current Implementations

  37. Certification Program Data exchange along student life cycle IPEDs XML Upload “One” Standard for pk20 Future Development

  38. 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

  39. “One” Standard for pK20 SIFA and PESC pK12 higher education SIFA – SIF Specification PESC - Standards Jointly Developed SIFA Developed PESC Developed

  40. 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

  41. The “Movement” Free Code (Standards or Modules) Allows Greater Control Requires Resources and Maintenance Alternative to Packaged Modules Cost Differential is TBD Open Source

  42. 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 Direction

  43. 10th Year Anniversary 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

  44. Additional 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

  45. The Cost of Non-Standardization

  46. Standards Make The World Go Round! Michael Sessa Executive Director PESC One Dupont Circle NW, Suite 520 Washington DC 20036 Sessa@PESC.org 202-293-7383

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