Improving your Business with Technology and Standards May 2006.

Improving your Business with Technology and Standards

May 2006

http://www.pesc.org/

Information for New Workgroups

Rob BoisenManager, Industry & Government Relations Great Lakes Educational Loan Services, Inc.

May 2006


Initial Project Steps

• Review the PESC Policies and Procedures Manual– This manual is your roadmap to achieving

your goal of developing an industry-accepted, PESC-approved standard


• Review the PESC Policies and Procedures Manual– The manual contains:

• Information on the Standards Forum• Standards Submission and Approval Process• The Change Control Process• PESC Guidelines for XML Architecture and Data

Modeling• XML Registry and Repository for the Education

Community User Guide


• Document the standard to be developed including:– Business drivers– History– Expected Outcomes– Benefits – Need for collaboration


• Submit Letter of Intent to PESC (Sample Letter available at: www.pesc.org/info/policies-procedures.asp)

• PESC Accepts the Letter of Intent• Submission Advisory Board assigns a “Mentor”

– The Mentor will assist the workgroup by guiding them through the standard development process

• Workgroup Co-Chairs are selected• Mentor and the Project Sponsor plan industry

conference call• Community is notified of the conference call

Development Steps

• Initial Conference Call Goals– Review intent of project– PESC Policies and Procedures Manual

(www.pesc.org/info/policies-procedures.asp)– Determine if it is necessary to break projects into

phases– Plan for completing project– Set conference call schedule

• Notes should be taken, appropriately distributed, and posted in the Workgroup Section of the PESC website for each conference call

Development Steps

• Identify business processes that may be impacted by the development of this standard

• For XML standards, identify data elements currently in use for this process– Gather current standard and/or proprietary

formats that organizations are currently using to exchange this data

– Resolve redundant, overlapping data– Reach consensus on tag names, business

definitions, lengths, contents, etc.

Development Steps

• Review each data element for clarity of purpose and usage

• Match data elements with the PESC Core Components in the XML Registry and Repository for the Education Community– The Registry and Repository has an excellent

search feature that can be used to find components that have already been defined by the Education Community

Development Steps

• Workgroups should verify the status of the components in the Registry and Repository– The Status should be “Approved”– The Status could also contain the values of

“Submitted”, “Withdrawn”, or “Deprecated”

Development Steps

• Review to ensure compatibility of elements and identify new elements

• Each element should be entered into the Core Component Submission Template (www.pesc.org/info/policies-procedures.asp)

• Submit to PESC for review by the Submission Advisory Board

• Following review by the Submission Advisory Board, the Core Components are submitted for final review by the Change Control Board

Development Steps• The new and modified components are

updated into the XML Registry and Repository

• The workgroup then develops the schema according to business rules and PESC Guidelines for XML Architecture and Data Modeling

• The schema is submitted to PESC Submission Advisory Board for review

• Following review by the Submission Advisory Board, the schema is submitted to the Change Control Board

Development Steps• Following review by the Change Control

Board, the proposed standard is released for a 30 day public comment period

• Public comments are reviewed by the workgroup

• Once all public comments have been addressed, then the proposed standard is submitted to the PESC Membership for a vote

• The proposed standard must be approved by 80% of the votes cast

Development Steps• For non-XML standards, the Mentor from

the Submission Advisory Board will review the appropriate development steps

• The review and approval steps are the same regardless of the type of standard being developed

Final Approval

• If the proposed standard receives at least an 80% affirmative vote (of the members who vote), then it is presented to the PESC Board of Directors for ratification

• Following Board ratification, then the public announcements are released and the schema(s) and appropriate documentation are posted to the PESC website

Review by Submission

Advisory Board & Steering

Committee

Approved?

Notification toSteering

Committee

PESCMembership

shop vote

Step One: Request

Made Initial Submission

Change Control Board

Review

Step Two:

Workgroup Formed –

Submission Development

Step Three: Completed Candidate Proposed

Step Four: Public

Comment

Step Five: PESC Membership Vote

Step Six: Ratification

Returned withExplanation

Workgroup Formed

Approved?

Approved?

Returned for additional information

Returned with Explanation

Standards Submission and Approval Process

N

Y

N

N

Y

Y

Using the XML Registry and Repository

Documentation

• Complete documentation for the XML Registry and Repository can be found under the “Standards & Info” section of the PESC website by clicking on XML Registry & Repository User Guide – v 1.0.0 or at: http://www.pesc.org/info/policies/XML-R-R-User-Guide.doc

Improving your Business with Standards and Technology

Panel Discussion

May 2006


Oracle Corp.

Curtiss BarnesSenior Director, Applications Strategy

Education & Research

Standards – Why?

• The “elusive 40%”– IT budgets overwhelmed by hard-coded

integrations: data integrity and security risk

• Technology Standards– Reality of heterogeneous environments– Goal: make it behave like one

• Process Standards– Education at an inflection point?– Darwinian model: change or…

Oracle Fusion Architecture

Unified Portal

Business Process OrchestrationProcess models BPEL Engine

Fusion Service BusMulti-protocol routing

Message transformationServices and Event Mediation

Grid Computing

Activity Monitoring

Fusion Service RegistryApplication Integration Services

Process Integration ServicesData and Metadata Services

BusinessIntelligence

Clustering SecurityProvisioning ConfigurationData Management DirectoriesIdentity Management Web Cache

Oracle Apps Custom Apps ISV Apps

Sta

nd

ard

Dev

elo

pm

ent

Fra

mew

ork

Secu

rity, Man

agem

ent &

Mo

nito

ring

A Reference to support heterogeneous environments

Oracle Fusion ArchitectureStandards drive reality

JSR-170, JSR-168, WSRP

BPEL

XSLT, WSIF, JMS, JBI

SQL,WS-Security, WS-Addressing, SAML…

JSR-227, SVG

UDDI, WSIL, JAX-RPC, WSDL, SOAP, XML Schema

JSR-227, SVG

Oracle Apps Custom Apps ISV Apps

JMX

, SA

ML

1.1, SA

ML

2.0

J2E

E,

JSF

, E

JB 3

.0,

SD

O…

e-EducationFrameworkEcosystem of Integration and Business Process Orchestration

Portal & Collaboration Solutions

Business Activity Monitoring

Registry, Services, Integration Protocols

Business Intelligence

SE

CU

RIT

Y

MA

NA

GE

D S

ER

VIC

ES

Legacy Apps Custom Apps ISV Apps

Grid ComputingClustering SecurityProvisioning ConfigurationData Management DirectoriesIdentity Management Web Cache

Business Process OrchestrationProcess models BPEL Engine

ApplicationsStudent Administration Grants ManagementAcademic Management ProcurementHuman Resources Asset ManagementFinancials/GL CRM

Constituents: Students, Faculty, Staff, etc.

E X A M P L E

Student Enrollment

What SOA Will Mean to Higher Education

from sequential, siloed, labor intensive, difficult to change

Recruiting Admissions

to parallel, collaborative, adaptive

LMS

Student-Life Progress

Outsourced

Recruiting &Admissions

Student

Shared Serviceor Other Application

Supplier

Student Online Application

MarketingShipping (UPS)

Finance (AR)Evaluate CredentialsVerify Transfer Credits

Degree Audit

Acceptance--Eligible to Enroll

Enroll

Provisioning

Bookstore

Pay Tuition

LibraryHousingID, etc.

Adaptive when you need to change your processes or services:

Outsourced

Recruiting &Admissions

Student

Shared Serviceor Other Application

Supplier

Student Online Application

MarketingShipping (UPS)

Finance (AR)Evaluate CredentialsVerify Transfer Credits

Degree Audit

Acceptance--Eligible to Enroll

Enroll

Provisioning

Bookstore

Pay Tuition

LMS

Student-Life Progress

LibraryHousingID, etc.

Finance

Pay Tuition

Acceptance

Eligible to Enroll

Degree Audit

Enroll

Degree Audit

Verify Transfer Credits

Marketing

2. Students can verify transfer credit before submitting application

1. Students must pay tuition before they are eligible to enroll

What SOA Will Mean to Higher Education

Datatel, Inc.

John Van WeerenProduct Manager, Technology

B2BConnectivity

CollaborativePortal

Ecosystem Driving Standards

Enterprise Service Bus

B2B Connections and Remote Web Services

Other Enterprise Business Systems

Business Process Orchestration

Colleague ApplicationsBusiness

IntelligenceEnterprise Data

SA

S

Bu

sin

ess

Ob

ject

s

AS

G

System Administration(SA Valet) Mes

sag

ing

Gat

eway

Copyright Datatel, Inc. -- Strategic Software Architecture

Our Philosophy on Standards

• Two parts when exchanging with partners:– Format of business transaction (data layout)– Negotiate transport parameters (data delivery)

• Encapsulation (EDI, XML, CSV, etc.)• Protocol and routing (IP - sftp, https, etc.)• Verification of requester/sender identity• Agreement on request/response handling

– Both parts needed for standard to be adopted

• Allows for competition on price and service

PESC Benefit/Value to Datatel

• Completion of DTS (2.0)– Significantly reduce maintenance required for

partner/government and B2B transaction interfaces

– Focus R&D resources on new functionality

• Completion of Workgroup Standards– Common Line, Postsecondary Transcript

• Lowers cost to our clients for transactions

• Fewer steps and manual handling improves productivity and lowers cost

Datatel Involvement in PESC

• Workgroups– DTS: Expertise and reference implementation

source code– Common Record/Common Line– Degree Audit, Transcript, Admissions App

• Board of Directors – Pete Nalli

• Steering Committee – John Van Weeren

• Change Control Board – Graham Tracey

SunGard Higher Education Involvement

Ed HauserExecutive Director Student & Enrollment Services

Solutions


• PESC Board of Directors– Jack Kramer, Senior Vice President

• PESC Standards Forum Steering Committee– Ed Hauser, Chairman 2001-2005

• Work Groups – SunGard HE participants Rhonda Allen, financial aid Shirley Benson, student Mark Bolembach, integration Dayna Flath, student

Sue Laird, financial aid Jan Levsen, financial aid Bill Zimmer, student Others from Plus & Matrix


• Work Groups – SunGard HE participants– Postsecondary transcript – DONE!– Common Record: CommonLine (CR: C)– Transcript Request & response– Degree Audit request & response– High School Transcript– Architecture/Tech Committee– Admission Application– On-line loan counseling– Student Aid Inquiry– Test Scores– Data Transport– PECS policies and procedures


GBR Transcript Project– Collaborative development

• GBR, services & development• PESC workgroup

– XML Transcript Capability• Added XML transcript capability to current

transcript request process• Includes immunization information• Baseline Release 7.3 - May 2006


Community collaboration• Importance of collaboration• Why we participate?• Why clients should participate - if already not?• Why collaborate with competitors? “Coopetition”• Why others in the community participate?• SunGard future plans with PESC standards?

– High school transcript– Admission application– PESC workgroup summits and tech conference

Contact Information• If you have questions or need additional information,

please contact:

– Curtiss Barnes [email protected]

– Rob Boisen [email protected]

– Ed Hauser [email protected]

– Monique Snowden [email protected]

– John Van Weeren [email protected]

mailto:[email protected]





Improving your Business with Technology and Standards May 2006.

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