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June 11, 2022 | www.sungardhe.com 1 Samford University Session I Laurie Perry, Functional Consultant

September 23, 2015 | 1 Samford University Session I Laurie Perry, Functional Consultant

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Page 1: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 1

Samford University

Session I

Laurie Perry, Functional Consultant

Page 2: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 2

Page 3: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 3

Location of DegreeWorks Individual PCs

DegreeWorks PC ToolsScribeSureCodeTransit

DegreeWorks on the WebDGW Web Server Files

Student WorksheetsAdvising Services and ToolsException Management and Processing

Application Server DegreeWorks Application and Database

Page 4: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

DEGREEWORKS COMPONENTS

Web ServerCGI/Sockets

Compliance WorksheetsWhat If

Student PlannerNotes

PetitionsExceptionsGPA Calc

Look Ahead CPA Reports

Scribe

Also:SureCodeTransit

Students

Faculty

Staff

DegreeWorksData Storage

CPA Data

Curriculum PlanningAssistant

Rule BlocksStudent Data

AUDIT

Page 5: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 5

The Web

Page 6: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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Localizing DegreeWorks

Page 7: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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Tools Products

SCRIBE - Build degree requirements

SURECODE - Manage validation codes & configurations

TRANSIT - Run batch processes

Page 8: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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SCRIBE

Page 9: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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SCRIBE LANGUAGE-BASED RULES DEFINITION

Page 10: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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SURECODE

Page 11: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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SURECODE D25 Table Validating Major Codes for Scribed Blocks

Page 12: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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TRANSIT

Page 13: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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TRANSIT DAP 22 Selection Screen for Batch Processing Audits

Page 14: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 14

INSTITUTIONAL PLANNING

Page 15: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 15

Curriculum Planning Assistant (CPA)A suite of sample reports that pull from Student Audits, advice and

academic plans.

Demonstrates queries that aggregate DegreeWorks data

Examples:1. Students approaching graduation2. Future demand for registration by campus, discipline,

department3. Future demand by querying individual student education

plan

Page 16: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 16

DegreeWorks Introduction to SCRIBE

Presented byLaurie Perry

Functional Consultant

Page 17: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 17

Accounts

TEST

Appropriate selection of students for testing

Software updates downloaded and tested

BLOCK Updates tested against audits

PRODUCTIONLive with DegreeWorks

Page 18: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 18

PC PROGRAMS

Surecode.lnk

Scribe.lnk

Page 19: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 19

PC Programs - SCRIBE

• Allows coding of catalog requirements

• Coding must be syntactically correct, parsed, and saved

• Easy to use interface with color coding

• Customizable templates

Scribe.lnk

What you scribe and how you scribe…….

Page 20: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 20

…..displays here.

Page 21: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Key Concepts

CATALOG YEAR

• Range for Requirement Blocks• e.g. 20082009 -- 99999999

• Single year for Students• e.g. 20082009

Page 22: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Key Concepts

Primary Tags on Blocks

• Block Type – e.g. Degree, Major• Block Value – e.g. BA, Math• Catalog Start and Stop• Title (free text)

Page 23: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Key Concepts

SHARING

• By default - NO SHARING

• Scribe Words – SHAREWITH; DONTSHARE

• Multiple requirements can be completed with same class.

• Credits count only once.

Page 24: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Key Concepts

ADVICE

• Degree check-off vs. Good Advice

• Goal is friendly language

• Proxy Advice allows a detailed message.

• Hide from Advice prevents normal advice from displaying when that message is not appropriate.

• Advice disappears when rule is completed.

Page 25: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Key Concepts

CONFIGURATION TABLES – UCX CFG020

• A collection of Keys.

• Individual Keys such as PLANNER, SEARCH, WHATIF give clues to what that particular entry holds.

• Y/N flags, codes, mappings to other UCX tables or defaulted values.

• When troubleshooting, a first place to look is in the technical documentation for UCX CFG020 configurations.

• Use SureCode to access and maintain UCX CFG020

Page 26: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Key Concepts

AUDIT ENGINE (Auditor)

• Best Fit Algorithm.

• “Everyday is a brand new Day”

• Much of the Configuration in CFG020 tables.

• The Audit Engine launched:• in batch via Transit or script with RAD30• by Individual with “process new” button on the web.

• Audit Tree for each student.

• Different views of audit.

• Diagnostics Audit view for troubleshooting

Page 27: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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Terminology

Reserved Words Parser

Header Groups

Body SubSet

Block Host

Advice Qualifiers

Proxy-Advice Ranges

Remarks Wildcards

Comments If/Then/Else

Labels ShareWith

SCRIBE

Page 28: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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DEGREEMAJOR

MINOR

CONC

Other

BLOCK Hierarchy

SCRIBE

Page 29: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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##OHSU##Degree##DEGREE= BS##20082009 – 99999999## RA000001 BEGIN

60 Credits

;

1 Block (OTHER=GENED) Label 1 “Gen Ed Requirements";

1 Blocktype (MAJOR) Label 2 “Major Requirements";

END.

##OHSU##Degree##DEGREE= BS##20082009 – 99999999## RA000001 BEGIN

60 Credits

;

1 Block (OTHER=GENED) Label 1 “Gen Ed Requirements";

1 Blocktype (MAJOR) Label 2 “Major Requirements";

END.

##OHSU##Other##Other = GENED##20082009 – 99999999## RA000002

BEGIN

ShareWith (MAJOR)

;

END.

##OHSU##Other##Other = GENED##20082009 – 99999999## RA000002

BEGIN

ShareWith (MAJOR)

;

END.

##OHSU##Major##MAJOR=RATH##20082009 – 99999999## RA000003

BEGINsharewith (OTHER=GENED);END.

##OHSU##Major##MAJOR=RATH##20082009 – 99999999## RA000003

BEGINsharewith (OTHER=GENED);END.

Page 30: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 30

The BLOCK Structure

Begin

;

End.

SCRIBE

Page 31: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 31

The BLOCK Structure

Begin

(Header Area)The Header enforces overall Block requirements.The Header enforces any Block being called in.Limited information from the Header is displayed.

;

(Body Area)The Body is used for two purposes:

1. A place to identify graduation requirements2. Advice to students through SCRIBE requirement text and LABEL

End.

SCRIBE

Page 32: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 32

Basic Course Rules -The Body

SCRIBE

Begin

(Header Area)

;Credits vs ClassesIndividual Course vs Course List

(Body Area)

End.

Page 33: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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Basic Course Rules -The Body

SCRIBE Begin (Header Area); (Body Area)

1 Class in BIO 610 Label 1 “Biology I”;End.

4 Credits in BIO 610 Label 1 “Biology 1”;

1 Class or 4 Credits in BIO 610 Label 1 “Biology 1”;

1 Class and 3:4 Credits in BIO 610 Label 1 “Biology 1”;

Page 34: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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Basic Course Rules - The Body

Individual course rules provide a label that is specific to the requirement. Each label provides a requirement Check-Off for your audience on the Web audit.

The course list allows for several requirements to be stored in one rule, the label is generic.

1 Class in HIST 110

Label 1 “Western Civilization”;

1 Class in HIST 150

Label 2 “America & the World”;

1 Class in HIST 490

Label 3 “History Seminar”;

--------------------------------------------------------

3 Classes in HIST 110 + 150 + 490 Label 1 “History Related Courses”;

SCRIBE

Page 35: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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, + @ :

1 CLASS IN HIST 101, 102

LABEL 1 “History Requirement”;

3 CLASSES IN PSY 201 + 202 + 290

LABEL 2 “Psychology Requirement”;

10 CLASSES IN LIB @, GEO 100:150, HUM @01

LABEL 3 “Specific Electives”;

SCRIBE

Page 36: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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Header Qualifiers

BEGIN

MaxClasses 1 IN SOC 120,WMS 120

MinGrade 4.0

;

20 CLASSES IN @ 1@ LABEL 1 “20 Classes at 100 level”;

1 BLOCK (CONC) LABEL 2 “Concentration Requirements”;

END.

SCRIBE

Page 37: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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Rule Qualifiers

10 CLASSES IN SOC @, GER @, LIB @ MinGrade 2.O LABEL 1 “Specific Electives”;

6 CLASSES IN SOC @, GER @, LIB @ ShareWith (THISBLOCK) LABEL 2 “Specific Electives”;

3 CLASSES IN @ @ Except MATH 120, Including HIST 137 LABEL 3 “Specific Electives”;

SCRIBE

Page 38: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

April 21, 2023 | www.sungardhe.com 38

GROUPS

1 GROUP IN

(3 CLASSES IN SPA 101 + 102 + 103

LABEL 1 “Spanish Classes”) OR

(3 CLASSES IN FRE 101 + 102 + 103

LABEL 2 “French Classes”) OR

(3 CLASSES IN GER 101 + 102 + 103

LABEL 3 “German Classes”)

LABEL 4 “FOREIGN LANGUAGE REQ.”;

SCRIBE

Page 39: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Calling in a BLOCK

Sometimes it is necessary to force another set of requirements into a students audit using a call.

For example, a major requires the student to take a minor. The minor block will be brought into the audit whether or not the student actually has it on their record.

Page 40: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Calling in an “OTHER” BLOCK

This example shows how General Education requirements are brought into the audit. There is no code on the student’s DegreeWorks record indicating that the student is pursuing the GE requirements, but we know everyone has to do it, so we call the OTHER block = GE to audit the student’s data against.

Begin

90 CreditsMINGPA 2.0

;

1 BLOCK (OTHER=GE) LABEL 1 “General Education requirements”;

1 BLOCKTYPE (MAJOR) LABEL 2 “Major Requirements”; End.

Page 41: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Calling in a BLOCKTYPE

This example also shows calling in a Blocktype of Major.

We know all students must complete a Major. We close a loophole here in case the student does not declare it. The audit will not be shown as ready to graduate until they declare their Major and complete the requirements.

Begin

90 CreditsMINGPA 2.0

;

1 BLOCK 1 (OTHER=GE) LABEL “General Education requirements”;

1 BLOCKTYPE 2 (MAJOR) LABEL “Major Requirements”; End.

Page 42: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Try Reading the Scribe Languagefrom this Example …

Page 43: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Example

##MAJOR=BAOSL##Major in Office Sys-Legal Word Processing##0203-9999

BEGIN

77 CREDITSMINGPA 3.0MAXPERDISC 2 CLASSES (CSL);

BEGINSUB 1 CLASS IN ACCT 131 MINGRADE 2.0 LABEL 1 "Accounting Procedures I (3)"; 1 CLASS IN ACCT 132 LABEL 2 "Accounting Procedures II (3)"; 1 CLASS IN CSL 107, {HIDE-FROM-ADVICE MIC 107} ##MIC is no longer offered LABEL 3 "Spreadsheets (3)";ENDSUB LABEL 4 "LEGAL WORD PROC SECRETARY OPTIONS (9)";

1 BLOCKTYPE (MINOR) LABEL "REQUIRED MINOR";

END.

Page 44: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

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##Anytowm University##Degree= AAS##Associate of Applied Science##2007-9999##R0000001

BEGIN

If (MAJOR=MATH) ThenBeginif 60:62 Credits Proxy-Advice “60 to 62 credits are required. You currently have <APPLIED>,” Proxy-Advice “you still need <NEEDED> more.” endif

Else If (Major=NURS) ThenBeginif 71 credits Proxy-Advice “71 credits are required. You currently have <APPLIED>,” Proxy-Advice “you still need <NEEDED> more.” endif

Else If (Major=HIST) ThenBeginif 74 credit Proxy-Advice “74 credits are required. You currently have <APPLIED>,” Proxy-Advice “you still need <NEEDED> more.” endif

ElseBeginElse 60 Credits Proxy-Advice “60 to 62 credits are required. You currently have <APPLIED>,” Proxy-Advice “you still need <NEEDED> more.”EndElse

SCRIBE

Page 45: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Things to Watch for…

Page 46: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Taking Notice - 1

• Scribed requirements are not always explicitly one to one representations of catalog text statements.

Requirements within a single block may have their origins in multiple locations in the catalog.

Or they may be implied rather than stated.

Page 47: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Taking Notice - 2

• Scribing is more an art than a science. There are often multiple ways to scribe the same logical statement.

The way Advice displays on the Web, or the level of block maintenance required if changes occur later to course lists are examples that drive scribing decisions.

Page 48: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Taking Notice - 3

• Designations on student or class/course attributes require special scribing

Such as “If Statements” or “With qualifiers” are set up specially in UCX tables.

Page 49: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Help for Scribers

Page 50: September 23, 2015 |  1 Samford University Session I Laurie Perry, Functional Consultant

Help for Scribers

• Scribe Templates

• All scribing must be “parsed” before it is saved. The error messages help in fixing mistakes in syntax and incorrect reserved words.

• DegreeWorks User Guide and Technical Guide for Reserved Word usage.

• Follow “Best Practices” as set out in other DegreeWorks documentation and training.