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AACRAO Technology Conference - July 15, 2013
ROADMAP T
O SUCCES
S:
EX
TE
ND
I NG
KU
ALI
ST
UD
EN
T
PRESENTERS
Caryn CastellanBusiness Systems Manager, Academic Advising and Self-Service
Sandy ThompsonManager, Student Records and Self-Service Technical Team
Grant L. SimpsonSenior Systems Analyst, Academic Advising and Self-Service Team
Indiana UniversityUniversity Information Technology Services (UITS)
• IU is a 4-year public university
• 9 campuses statewide• 8 of which utilize the Oracle-based Student Information System (SIS)
• Approximately 94,378 students enrolled on the campuses using SIS*
• Majority of students are enrolled at the two largest campuses:• Bloomington (39,767) and Indianapolis (28,461)
• Over 1,100 different degree offerings
*enrollment statistics based on Spring 2013 enrollment
IU’S STUDENT INFORMATION SYSTEM
PeopleSoft CS 9.0 Bundle 29 (implemented June 8, 2013)
PeopleTools 8.52
Oracle 11g
IU CUSTOMIZATIONS TO PEOPLESOFTMulti-institution modifications include All eight campuses share a single database Single transcript
Coursework from all campuses combined into a single transcript Single Course Catalog
Courses share a course id Campus identified at course offering level
AAR can use data from all institutions if programmed to do so Planner is organized by Career rather than institution
Statistics are computed by Career and Program (2GPA)
CUSTOMIZATIONS CONTINUED…
Planner Ability to add course notes and term notes Enhanced ease of functionality (collapse all, expand all, etc.) Ability to send planner content for review and comment to an assigned advisor
Class searchAcademic Advisement Report (AAR)
Run dynamically on request Display exceptions directly on AAR Course list display
Registration and waitlist Include in-progress courses in prerequisite checking Added waitlist-any functionality (allows student to waitlist any class, including a new class
if one is added)My Advisees/Advisor Assign
Expanded concept to include multiple advisor types and Advising Office Added parameters and visual display to enhance case management advising
BUSINESS PROCESSES - IN TRANSITION
• Historically, processes have been largely decentralized with variations by campus and school.
• Recently went through a trustee-mandated benchmarking and business process review with Accenture.
• Consequently, we are moving to shared services model for student services.
HISTORY AND BIRD’S EYE VIEW
Awareness- Of a number of initiatives, plans, thoughts and ideas all had related goals
Input from students- Too much information in too many places
Broadly defined, the goals included – Improve retention and success Improve time to graduation Enhance the undergraduate experience
It is intended to promote student learning and development, to engage students with a suite of interactive tools designed to explore and enhance the college experience, and to provide a clear path to academic and career goals. The power of the IU Academic Roadmap will be actualized through a suite of integrated tools that link student information with degree planning tools, advising records, and opportunities to reflect on all aspects of the undergraduate experience.
IU ACADEMIC ROADMAP
BEGINNINGS
Conceived as part of a customized web portal
• Engage students with interactive tools
• Enhance the college experience
• Promote student learning and development
• Provide clear path the career goals
New student environment
• Suite of tools needs to be presented to students in a new and engaging way
KEY ROADMAP TOOLS
1. Personal Development Plan (ePDP)/Portfolio
2. IU-FLAGS Fostering Learning and Graduation Success Enterprise early alert system
Student Performance Roster Advising Records Analytics
3. Degree Achievement Includes a suite of tools for degree exploration and planning that enables
students to explore potential courses and degrees, to identify courses that could count toward those degrees, to visually track their progress toward their degree goals, and to help students to register for courses efficiently.
ELEMENTS OF DEGREE ACHIEVEMENT
1. Class Search and Registration: enhanced search based on requirements and interests, new course and class descriptions.
2. At-a-glance representation of courses taken and degree requirements met and still to be met (pre-populated degree plans, critical courses, degree audit).
3. Course Management – Enrollment Shopping Cart, calendar, and workload integration.
4. Planning and exploration tools (e.g., transfer credit, integration of study abroad, internships).
HOW TO ACHIEVE OUR GOALS
IU resources are tight…
The University of Washington (UW) was developing functionality, similar to the path we wanted to take, called MyPlan
The goal for UW’s MyPlan was for it to become a contribution to Kuali Student at some point Kuali Student is an open-source student information system being developed by teams from
several institutions in the U.S., Canada, and South Africa See http://www.kuali.org/ks for more information
IU saw this as an opportunity to leverage UW’s code and participate in developing a core module that would be contributed back to Kuali Student
DELIVERABLES/TIMELINES
7/18/13 Production Date
New front-end that delivers an enhanced course and class search that provides the ability to: Search using a variety of terms—subject, course catalog number, keyword, etc.—all
from one search box Search for both courses and scheduled classes See when a course is typically offered and when it is actually scheduled Find classes that are offered online Narrow the search results according to a variety of criteria View a list of search terms related to the present search View course catalog, bulletin, and class descriptions Bookmark courses for later reference Add courses to the PeopleSoft Planner
DELIVERABLES/TIMELINES, CONT’D…
Production Date 9/12/13
• Kuali Student Academic Planning (KSAP) Planner with integration to PS Planner
• Schedule build functionality based on courses in KSAP Planner
• Integration with PeopleSoft Shopping Cart for registration activity
• Term Notes and Course Notes
• Ability for student to save a static view of planner for Advisor comment
TBD
• Visual representation of degree progress
• Degree Audit functionality
BRIDGING DIFFERENCES BETWEEN INSTITUTIONS
Challenge #1 IU allows a student to put a course in the PS Planner more than one time UW Myplan “core” code - Item can only be in planner one time – either in Bookmarks
or Planned items
Challenge #2 IU has functionality called Block Enrollment – a “fake” course with sections of other
courses under it for registration – we needed to determine how to display this concept
Challenge #3 IU has multiple primaries (graded sections) for the secondaries (lab, discussion) – UW
only has one primary - we handled this by repeating the secondaries under each graded section
IU’S NEW COURSE/CLASS SEARCH SERVICE
Video Unavailable
ARCHITECTURAL COMPONENTS
Kuali Rice (KR)
Kuali Rapid Application Development (KRAD) – framework for Kuali Student
Kuali Student (KS)
KSAP (Kuali Student Academic Planning) – in development at KS level
PS database
KS database
TECHNICAL LAYERS
Presentation
Controller This is like the traffic cop – it takes input from a front-end action,
validates the data, decides what service to call
Service The service is responsible for selecting data from or updating the
database and returning a response through the controller to the front-end
HIGH LEVEL VIEW OF CODE INTEGRATION
Presentation Layer - KRAD
Search offerings
Add offerings
to Planner
Select Schedule and add to Shopping Cart
Student login
Controller
Designed using KS concepts
(learning units, registration groups, Reg Cart) with KS
SME’s
Service Layer
Search Controller
Registration Controller
Data Access Layer
Kuali Student
Accepts requests from
user, calls service
methods based on user action
and passes data back – KS Defined
Data Access Layer
AcademicPlanService
Component Interface
PS Web Services
SisAcademicPlanService
Kuali Student DAO
PeopleSoft
Service Contracts and method signatures defined
for KS Enrollment
Alternate implementation of method to interface with PeopleSoft – Adheres to KS service / method signature
Utilize existing PeopleSoft Component
Interfaces / Web Services where
possible
FUTURE PLANS – IU AND KUALI
IU has signed an agreement with Kuali to fund two Parallel Development Teams (PDT)
PDT #1
• Work with UW to continue building the core KSAP layer for contribution to KS
• IU KSAP - Phase 1 (9/12/13)
• IU KSAP - Phase 2 (December 2013)
• KSAP - Targeted public release (April 2014)
• Work on KS Registration Student View - Presentation, Controller and Services layer
integrated with PS - development begins January 2014
• Concurrent development on IU version of the KS Registration Student View
PDT #2
• Will contribute to the current work effort on the KS Enrollment module