Colleague and uPortal Make a Connection
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Colleague and uPortal Colleague and uPortal Make a ConnectionMake a Connection
Colleague and uPortal Colleague and uPortal Make a ConnectionMake a Connection
David L. RotmanDavid L. Rotman
Cedarville UniversityCedarville University
May 2003May 2003
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What is a Portal?
• “A site featuring a suite of commonly used services…” (www.marketingterms.com)
• Vertical portal “great amount of content and services…on many subjects” (www.clienthelpdesk.com)
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What is a portal?
• Horizontal portal “great amount of information on a specific subject…” (www.clienthelpdesk.com)
• “World Wide Web site whose purpose is to be a major starting point for users…” (www.mariosalexandrou.com)
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Portal Definition
• Entry point• Collection of resources• Personalized
– Content varies depending on the viewer
• Customizable– Viewer may change the look and
(sometimes) the content
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Why use a Portal?• Provide life-long connection to CU• Increase application yield by keeping
prospective students updated with CU– Interest-specific channels: sports
updates, engineering updates, etc.– Admissions/Financial Aid timeline and
status
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Why use a Portal?
• Provide customizable homepage for campus folks
• Reduce Internet traffic (weather: current/forecast, news gadgets)
• Modernize intranet/extranet parts of website
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Why uPortal?
• Acceptable interface• Ease of customization• Integration with
WebCT/Blackboard• Focused on higher education
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Why uPortal?
• Major clients live– Columbia University– Northern Arizona University– Princeton University– University of Delaware– Etc.
• Software cost
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Why not uPortal?
• Limited commercial support until recently
• Small installed base (compared with ??)
• Framework more than a solution
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Cedarville Environment• General
– 3,000 students– 99% undergraduate– 80% live on campus– 2,300 CU-owned computers– Resnet since 1992– Emphasis on use of technology
• Portal-specific– Existing non-customizable “entry portal”– Extensive set of online transactions
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Before uPortal (FacStaff Entry)
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With uPortal (FacStaff Entry)
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Before uPortal (CedarInfo)
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With uPortal (CedarInfo)
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myCedarville Demo• Logging in• Identify portal components
– Entry point– Collection of resources– Personalization– Customization
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Academic Transactions• Online quizzing • Parent access maintenance • Register yourself for classes • Request printed grade card • Set your e-mail class • View your class schedule• View your restrictions/holds • View your transcript
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Sample Student Schedule
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Advising Transactions (Partial List)
• Get a list of advisees • Lookup person info • Lookup prospect info • Register an advisee for classes• Search alumni directory• View a student's schedule • View a student's transcript • View advisee folder
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Advisee Folder (top)
ID 5432100Name Smithy, Bill J. Class FRDorm/Phone/Box LAW 98A Phone 8765 Campus Box 9111
Mailing Info Mr. Bill J. Smithy 530842 West Washington Way Lincoln, IL 60699Home Phone 800-555-1212E-mail [email protected] (HOM)
Home_Church 1413567 First Baptist Church, Lincoln, IL 60698
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Advisee Folder (middle)
High_School 9362135 Lincoln Senior High School, Lincoln, IL 60697HS GPA/Grad Yr 3.421 2002HS Rank 63 / 453 86th PercentileACT Scores (Overall) Composite 25 -- English 27, Math 22, Natural Science 28, Reading 22
ACT Scores (Highest) English 27 Math 22 Natural Sciences 28 Reading 22
Application Status MS Moved to Students 07/01/2002Acceptance Status A1 Regular Acceptance 12/06/2001Admit Status FR 1st Time Freshman
Foreign Language Spanish 3.0 year(s)
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Advisee Folder (bottom)Degree program: BA.MATH Antic completion.......: Major..................: MATH Mathematics Major..................: PHYS Physics In honors program......: No
Interests Ministries, Music - instrumental, Music - vocal,
National Honor Soc., Who's Who, Youth Group Memb
View High School and Transfer Transcripts View Cedarville Transcript by Term View Cedarville Transcript by Dept Lookup another advisee folder
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Campus Services• Audio-video services • Banner request • Computer problem report • Food service catering request • Maintenance work order • Parking sticker request • Production services • Room reservation request • Vehicle reservation request
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Curricular Transactions
• Enter final grades (faculty) • Enter final grades (secretaries) • Enter final grades from text file
(faculty) • Get a class roster • Get a list of ungraded course
sections
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Enter Final Grades
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Class Roster
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Employee Services
• Business card request • Department time card summary • Payroll direct deposit signup • Section 125 enrollment • Section 125 lookup (current & past
years)
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Employee Services
• Time-card quick entry for full-time staff
• Time-card sign-in for work • Time-card sign-out of work • Time-card view/modify • View your pay period information
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Department Time Card Summary
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Financial Transactions (Partial List)
• Enter departmental budget request for 2003-2004
• General ledger departmental lookup • Interdepartmental Charge Form
(ICF) • Request a check from your account • Select a meal plan for a term
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Financial Transactions
• View your business office account • View your financial aid award
summary • View your financial aid history • View your online award letter • View your payment plan for a
particular term
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Individual Transactions (Partial List)
• Change person to access • Change your student/facstaff
visibility settings • Classified ad email options • Lookup church and school info
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Individual Transactions
• Update your employment information
• Update your family information • Update your home-church
information • Update your name/address
information
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Student Services (Partial List)
• Dorm sign in • Dorm sign in/out history • Dorm sign out • Enter or view church attendance • Request summer housing• View your chapel attendance• View/modify your activities record
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Cedarville Changes to uPortal
• Modified bookmark channel (now incorporated into public distribution)– Added "save" and "edit" functions
• Modified one skin– Use arrow for "return" instead of waffle
logo– Use our colors
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Cedarville Changes
• Created custom channels– CedarInfo (existing transactions)– CedarInfo history (last "n" menu
items accessed)– Weather (fetching data from National
Weather Service)
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Cedarville Changes• Implemented other channels
– RSS channels• Moreover" news• CDR (campus radio station) Impact news• Cedarville University news releases
– WebProxy channels• Campus calendar• Facstaff resources• Student resources• Quicklinks• Campus services• Cedarville University sports scoreboard and
upcoming events• What's New• myCedarville FAQ• Feedback
– Image channels• Construction Web cam
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Cedarville Changes
• Integrated into our network authentication service– Portal authentication using LDAP– Synchronizing portal groups with
LDAP (NDS) groups– Setting group hierarchy
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Cost of Implementing uPortal
• uPortal software (free)• Portal server(s)• Database server• DBMS (mySQL or MS SQLServer)• Portal training (Unicon)• JA-SIG conference attendance• System analyst time (400-600 hours
so far)
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Lessons Learned• Do lots of brainstorming.• Take your time.• Provide adequate server
horsepower.• Pilot with small groups of
participants.
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Q & A
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Final Thoughts• Our best solution may not be your
best solution.• Meet customer needs.• Develop talented staff.• Be thankful for each day that God
gives you life.