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Prospective Student Portal A Technical Perspective

Prospective Student Portal A Technical Perspective. Presented by: Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead. Background Who is La Salle University What is our Prospective Student Portal (PSP) Prospective Student Portal Project Overview PSP Technologies

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Prospective Student Portal A Technical Perspective

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  1. Prospective Student PortalA Technical Perspective Presented by: Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

  2. Background • Who is La Salle University • What is our Prospective Student Portal (PSP) • Prospective Student Portal • Project Overview • PSP Technologies • PSP Interface / Account Creation Process • Tracking Prospective Students • PSP Targeted Announcements • PSP Outcomes Agenda

  3. Who is La Salle University ? • Our History: • La Salle is a Catholic, comprehensive University founded by the Christian Brothers in Philadelphia in 1863. • Committed to personalized, humanistic, practical education. • Our Campuses: • Main Campus  Northwest Philadelphia • Satellite Campus  Newtown, Bucks County (25 miles north of Philadelphia)

  4. Who is La Salle University ? • Our Students: • 7,000 undergraduate, graduate, and continuing education students annually • Three schools: • Arts and Sciences • Business • Nursing • Student Demographics: • 25 states • 37 countries • Two-thirds of undergraduates live on campus • 90% of graduate students are working professionals attending part-time

  5. What is our Prospective Student Portal ? • Terminology: • Prospective Student Portal • PSP • Portal • Luminis • Targeted Announcements/Messaging • Focused messages (similar to emails) delivered within the Portal Framework • LDAP = Lightweight Directory Access Protocol

  6. What is our Prospective Student Portal ? cont… • Provides Prospective Students with: • Information on: • Academics • Admissions • Financial Aid • Scholarships • “Experience Life at La Salle University” • Apply Online • Personalized/Customized Content: • Status of Application • Status of Financial Aid • Targeted Announcements • “Pulled” Channels

  7. PSP Project Overview • Project Goals: • User-Initiated Account Creation • Integration with SCT’s Product(s) • BANNER, WebCT • Pre-Populated Web Application • Future Products: Workflow, etc… • Personalized Content • Personalized Target Announcements • 4-5 Month Implementation Schedule • January 2003 to May 2003

  8. PSP Project Overview • Project Timeline: • Portal Installation/Backup/Training • 4-Weeks • PSP Planning • 3-Weeks  Functional Specifications • 2-Weeks  Technical Specifications • PSP Development • 4-Weeks • PSP Content Creation • 3-Week • PSP Testing • 2-Weeks • PSP User Interface Setup (“look & feel”) • 1-Week

  9. PSP Project Overview cont… • Implementation Team Computer Governance Portal Action Team Technical Team Content Team Marketing/Training Team Kathy Carmichael SCT Consultant

  10. PSP Technologies • Oracle PL/SQL Packages • 2 Account Creation/Interface Packages • ZWSKPSPL • Builds Interface/Web Pages; Data-Entry Edits • ZWSKPLIB • Driver for Account Creation; Emails via UTL_SMTP • Based on BANNER Self-Serve Package Architecture • WebTailor Customizable Text • Linked via WebTailor to Customized Cascading Style Sheets (*.css) • 1 BANNER to Portal Integration Package • ICSRKSEV • Transfers Role, Major, Interests Attributes to Portal LDAP • Based on BANNER “Intcomp” Package Architecture

  11. PSP Technologies • Luminis Configuration • Create Access Groups / Roles • Prospective Students (High Level) • Prospective Day • Prospective Evening • Prospective Graduates

  12. PSP Technologies • Luminis Configuration cont… • Create New Content Layout Owners for Roles: • Prospect, ProspectDay, ProspectEve, ProspectGrad • Modify “dlm.xml” configuration file ($CP_WEBINF/config) … <dlm:fragment name='Prospect' ownerID='prospect-lo' precedence='20'> <dlm:audience evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEvaluatorFactory'> <attribute name='role' mode='equals' value='prospect'/> </dlm:audience> </dlm:fragment> <dlm:fragment name='ProspectDay' ownerID='prospectday-lo' precedence='30'> <dlm:audience evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEvaluatorFactory'> <attribute name='role' mode='equals' value='prospectday'/> </dlm:audience> </dlm:fragment> …

  13. PSP Architecture Overview Portal Access Points Prospective Student Portal Portal Entry Page Portal Account Creation Interface (PL/SQL) BANNER Database Portal LDAP

  14. Accessing the PSP Access Point

  15. Accessing the PSP cont… Access Point

  16. Accessing the PSP cont… Access Point

  17. Accessing the PSP cont… Entry Point and Information

  18. PSP Account Creation Custom Cascading Style Sheet (*.css)

  19. PSP Account Creation cont… • The Matching Process • Match SARPERS (Web Application Tables) • Lowest Common Denominator • Match SPRIDEN (Baseline BANNER Tables) • If match found, then system displays a message that they are already a valid user. • Match SRTIDEN (Web Prospect Tables)

  20. PSP Account Creation cont… • The Matching Process cont… • Example: Match SARPERS • First Name Match: • Sarpers_first_name = PSP_first_name • Sarpers_first_init = PSP_first_name • Sarpers_nickname = PSP_first_name • Middle Name Match: • Sarpers_middle_name1 = PSP_middle_name • Sarpers_middle_name2 = PSP_middle_name • Sarpers_middle_init1 = PSP_middle_name • Sarpers_middle_init2 = PSP_middle_name • substr(Sarpers_middle_name1,1,1) = substr(PSP_middle_name,1,1) • substr(Sarpers_middle_name2,1,1) = substr(PSP_middle_name,1,1) • substr(Sarpers_middle_init1,1,1) = substr(PSP_middle_name,1,1) • substr(Sarpers_middle_init2,1,1) = substr(PSP_middle_name,1,1) • PSP_middle_name IS NULL and First Name Match = TRUE

  21. PSP Account Creation cont… • The Matching Process cont… • Example: Match SARPERS cont… • Date of Birth Match: • Sarpers_birth_date = PSP_birth_date  DOBMATCH • Sarpers_birth_date IS NULL  DOBISNULL • Otherwise  DOBNOMATCH • Email Match: • SarphonEmalC (cursor) = PSP_email_address • UNIQUE Match: • First Name Match = TRUE • Middle_Name_Match = TRUE • DOBMATCH • Email Match = TRUE

  22. PSP Account Creation cont… Matching Process

  23. PSP Account Creation cont… WebTailor Customizable Text

  24. PSP Account Creation cont… Allowed to Select Multiple Interests

  25. PSP Account Creation cont… User-Defined Username (must be unique)

  26. PSP Account Creation cont… 60-Second Delay For BANNER “Intcomp” Events to Fire

  27. Date: Tue, 21 Oct 2003 15:25:40 -0400 Dear Patrick J. Kelly, I want to thank you for logging into the MyLaSalle admissions portal. I hope that you will login many times over during the next year - longer if you ultimately enroll at LaSalle University. The portal will be continually updated with specific information about your academic and extracurricular interests. The personal messaging, discussion room and customization features of the portal make MyLaSalle a great way to learn about the University. Of course, you will also be able to follow the progress of your application for admission through the portal. You will be asked to log into MyLaSalle by using the following user ID and password. User ID: pakellypa Password: 010180 Please keep these in a secure place. Thank you for your interest in La Salle University. I look forward to working with you in the college choice process. Bob Voss Dean, Admissions and Student Financial Services - La Salle University,Philadelphia, PA From: "LaSalle Admissions" <img@lasalle.edu> | Add to Address Book RE: MyLaSalle Account Information To: "pakellypa@yahoo.com" <pakellypa@yahoo.com> PSP Account Creation cont… Customized Email

  28. PSP Account Creation cont… • UTL_SMTP Package • Verifies a Valid Email Address • Composes and Delivers Email • ZWSKPLIB Package Header /* this constant provides the UTL_SMTP package an address for the SMTP host for sending and verifying email addresses */ mailhost varchar2(30) := 'alpha.lasalle.edu'; sender varchar2(30) := 'img@lasalle.edu';

  29. PSP Account Creation cont… • UTL_SMTP Package cont… • ZWSKPLIB Package Body begin /* assigning a variable to a datatype of smtp_connection will validate the mail host constant */ mail_conn := utl_smtp.open_connection(mailhost, 25); /* this handshake will validate the sender address and open the connection */ utl_smtp.helo(mail_conn, mailhost); utl_smtp.mail(mail_conn, sender); /* in composing this email, the recipient must also be verified */ utl_smtp.rcpt(mail_conn,email_address); /* compose the message */ message := 'Dear ' || first_name || ' ' || middle_initial || ' ' || last_name || ',' || crlf || crlf || 'I want to thank you for logging into the MyLaSalle admissions portal. I hope ' || crlf || 'that you will login many times over during the next year - longer if you ' || crlf || 'ultimately enroll at LaSalle University.' || crlf || crlf || …

  30. PSP Account Creation cont… • UTL_SMTP Package cont… • ZWSKPLIB Package Body cont… … utl_smtp.data(mail_conn, 'MIME-Version: 1.0' || crlf || 'Content-type: text/html' || crlf || ' Date: ' || to_char(sysdate, 'dd Mon YY hh24:mi:ss') || crlf || 'From: ' || 'LaSalle Admissions' || ' <' || sender || '>' || crlf || 'Subject: ' || 'MyLaSalle Account Information' || crlf || 'To: ' || email_address || ' <' || email_address || '>' || crlf || message) /* close the connection */ utl_smtp.quit(mail_conn); …

  31. PSP Account Creation cont… • BANNER Database Collection & Storage: 1) • PSP User Interface Global Arrays: • global_appl_header • global_appl_body 3) 2) • Web Application • Tables: • SARHEAD • SABNSTU • SARPERS • SARADDR • SARPHON • SAREFOS • SARACTV • Web Prospect • Tables: • SRTIDEN • SRTPERS • SRTADDR • SRTEMAL • SRTTELE • SRTPREL • SRTINTS

  32. PSP Account Creation cont… • Assigning PSP Roles/Attributes • ICSRKSEV Package (PL/SQL) • Load Global Array of PSP Records to Process • global_event_tab • BANNER to Luminis Integration Process • Baseline BANNER “Intcomp” Packages • gokparm.send_param_list • Loads GOBEQRC and GOREQRC

  33. PSP Account Creation cont… • Assigning PSP Roles/Attributes cont… • SCT Integration Components on Luminis • Java-Based CORBA Connection to transfer data from BANNER to Portal $SUN_JVM -classpath $SCT/lib/sctevents.jar:$SCT/lib/classes12.zip:$SCT/lib/transactor.jar:$SCT/lib/sctpass.jar com.sctcorp.events.CampusPipelineEventDispatcher -host $EV_HOST -configDir $SCT/events -port 5124 • Stored in LDAP on Core Portal Server • Role, Major, Interests Attributes

  34. PSP Account Creation cont…

  35. PSP Account Creation cont… Customized Content

  36. Tracking Prospective Students • “Push” Data into BANNER Proper Tables: 3) 1) Web Prospect Tables (ridm) Web Application Tables (aidm) • Baseline “Push” Process • SRRSRIN, SRRPREL • Baseline “Push” Process • SAAEAPS 2) 4) • BANNER • Recruit • Table: • (pidm) • SRBRECR • BANNER • Application • Table:(pidm) • SARADAP

  37. PSP Targeted Announcements • PSP Group Maker Extract Program • icpspgmk.pc (cloned from icgorgmk.pc Pro*C Program) • Creates XML Files that loads into Portal (LDAP) static void get_glbextr_key(void) { EXEC SQL BEGIN DECLARE SECTION; /* LSU MOD - KELLYP 04-AUG-2003 --> Convert for PSP */ EXEC SQL DECLARE glbextr_key_c CURSOR FOR SELECT glbextr_key, icgoklib.f_xml_filter(sabnstu_id), sarpers_first_name, sarpers_last_name, sarpers_middle_name1, sabnstu_pin FROM glbextr, sarpers, sabnstu WHERE glbextr_application = UPPER(:ask_application_code) AND glbextr_selection = UPPER(:ask_selection_id) AND glbextr_creator_id = UPPER(:ask_creator_id) AND glbextr_user_id = UPPER(:ask_user_id) AND sabnstu_aidm = sarpers_aidm AND sabnstu_aidm = to_number(glbextr_key) ORDER BY sabnstu_activity_date; POSTORA; Uses BANNER Population Selections

  38. PSP Outcomes cont… • Successes • Expanded “reach” to Prospective Students • Increase ability to track Prospective Students • Use of Technology sends a favorable message to Prospective Students about La Salle University • Potential to expand features of the PSP System

  39. PSP Outcomes • # of Prospective Student Accounts: May June July Aug Sept Oct TOTAL Day 46 49 45 109 215 190 654 Eve 8 3 1 9 7 5 33 Grad 13 16 10 17 10 7 73 TOTAL 67 68 56 135 232 202 760

  40. PSP Outcomes cont… • # of Prospective Student Accounts:

  41. PSP Outcomes cont… • Challenges • “Personalized” Targeted Announcements • Modified the Baseline Group Maker Extract Program to work for Prospective Students • Automated the Group Maker Extract and Portal XML Load Process • Single-Sign-On to BANNER Web Application • Currently required to login again with the same account credentials • Password Reset Utility • Currently working with SCT on a solution

  42. PSP Outcomes cont… • Challenges • Quick Re-Entry for ONLY Prospective Students • “Cookie” Technology applied on a “Role Specific” basis • “Yield” Statistics • # of Prospective Student Accounts converted to: • Completed Web Applications? • Accepted Web Applications? • Usage Statistics • Number of visits? • High Traffic Channels?

  43. PSP Outcomes cont… • Uncertainties • Ability to seamlessly change PSP Username • Upgrading our BANNER and Portal Systems • Working with SCT on a Baseline PSP Solution • SCT Baseline Product scheduled to arrive in Fall 2003 • Unsure of current status of SCT’s PSP Product ?!? • Adopting La Salle’s PSP Product as Baseline

  44. Thank You ! • Contact Information • Patrick J. Kelly • Email: kellyp@lasalle.edu • Phone: 215.951.1494 • Visit our Homepage: • http://www.lasalle.edu • Visit our Prospective Student Portal • http://my.lasalle.edu • UserID: guest • Password: lasalle

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