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An Introduction to PESC Standards
   What they are and what they can do for you


                    Jam Hamidi
                     Bccampus
                 PESC TAB member

                jhamidi@bccampus.ca




                                                IT4BC PESC 1
●   Standards are so universally used that they are
    often taken for granted. While some might
    consider them to be about as interesting as
    watching grass grow, without them, modern life
    as we know it would unravel.




                                              IT4BC PESC 2
IT4BC PESC 3
●   Imagine Tom jumping from Institution to institution
    over his long “professional” career:
    ●   From province to province.
    ●   From country to country.
●   Imagine his Transcripts, Achievements, Awards,
    Loans, Credits, Courses.
●   Imagine the administrative burden.
●   Protection of his identity (by law).


                                                IT4BC PESC 4
PESC org
●   PESC - the Postsecondary Electronic Standards
    Council
●   Established in 1997 at the National Center for
    Higher Education in Washington, DC.
●   Non-profit, community-based, umbrella
    association
    ●   AACRAO, ACT, Brigham Young University, Educause, Citibank, COHEAO,
        Datatel, EFC, ETS, Harbinger-Supply Tech, KPMG, Law School Admission
        Council, NACUBO, NASFAA, NCHELP, New York University, Pearson,
        Sallie Mae, Sungard SCT, SLSA, University of Oklahoma, University of
        Texas at Austin, U.S. Department of Education



                                                                   IT4BC PESC 5
PESC org
●   Factors in formation of PESC (90s):
    ●   Y2K
    ●   Electronic Transcripts
    ●   FDSLP (Federal Direct Student Loan Program)
    ●   EASI (Easy Assessor for Students and Institutions)




                                                     IT4BC PESC 6
IT4BC PESC 7
IT4BC PESC 8
IT4BC PESC 9
IT4BC PESC 10
●   The hub relieves each sender and receiver of having
    to connect peer to peer and of having to develop
    multiple interface formats.
●   A single change in data needs to be implemented only
    once.
●   An organization that plugs into the hub immediately
    connect with every other organization in the network.




                                                 IT4BC PESC 11
IT4BC PESC 12
Without PESC expect
●   Increased cost of systems, IT, integration.
●   Increased cost in resources due to serial, redundant
    and customized programming for the same data
    elements.
●   Slower response to customer needs.
●   Increased data mapping which jeopardizes data
    quality and integrity.
●   More difficult access to data.
●   Repetitive programming if rules, regulations, or
    business needs change.


                                                  IT4BC PESC 13
●   While Provinces can set up their own hubs to manage
    data exchange within a Province, national standards
    facilitate data exchange across the country or with
    other countries.
●   Peer to peer exchange is possible with national
    standards.
●   But a centralized method for exchanging data is
    needed as well for all institutions that don’t have or
    want their own hubs or don’t want a peer to peer
    model.
●   Canada privacy laws prohibit Student data from
    crossing into US for exchanges within Canada.
                                                    IT4BC PESC 14
FA




IT4BC PESC 15
Admissions




     IT4BC PESC 16
Challenges
●   Broad exchange and transportation of data from one
    point to another remains unaddressed in higher
    education.
●   There is a significant need for a centralized hub or
    network that can exchange data standards for
    Institutions.
●   Without a service, Institutions have to search for a
    mechanism on their own or build it themselves.
●   Leaving each entity to build mechanisms on its own is
    extremely expensive, will take years, and as a result
    may never actually happen.

                                                   IT4BC PESC 17
Challenges
●   Higher education is far behind other industries in
    implementation and use of technical standards.
●   Think of the value of:
    ●   The ATM network
    ●   Credit card networks (VISA, Mastercard, AmEx, etc.)
    ●   Direct deposit
●   K12 and higher education's own standards.



                                                    IT4BC PESC 18
PESC Mission
●   PESC approved financial aid XML standards
    implemented in every US College and university.
●   High School and/or College Transcripts
    used/implemented in 6 states (CA, GA, IN, NC, OH,
    VA) and throughout Alberta and Ontario, in pilot phase
    in BC.
●   18 states plan on implementation within 18-24 months
●   Data Transport Standard implemented in Alberta, a
    handful of colleges, and with National Student
    Clearinghouse.
●   XML College Transcript implemented by SunGard
    Higher Education.
                                                 IT4BC PESC 19
Partners
●   AACRAO’s SPEEDE Committee – American
    Association of Collegiate Registrars and Admissions
    Officers, Standardization of Postsecondary Education
    Electronic Data Exchange
●   DQC / InCommon
●   SHEEO – State Higher Education Executive Officers
●   SIF Association
●   SunGard Higher Education
●   US Department of Education
    –   NCES – National Center for Education Statistics
    –   FSA – Office of Federal Student Aid
                                                          IT4BC PESC 20
IT4BC PESC 21
IT4BC PESC 22
Adoption




   IT4BC PESC 23
EdUnify
●   A web service registry/index with a suite of
    applications built on top of it.
●   EdUnify infrastructure allows vendors, academic
    institutions, and government agencies to register
    their data interchange specifications.
●   Users of EdUnify will be able to use these registry
    and annotation services to:
    ●   Build integrations
    ●   Inventory services
    ●   Access data across higher education.
                                                 IT4BC PESC 24
EdUnify Applications
•   Faculty Search for Expertise, Schedule, etc.
•   Student Search for Enrollment Status
•   Student Progress Traceback Search
•   Teacher Traceback Search
•   Lookup Program and Course Learning Outcomes
    and Comparability
•   Government Agency Data and Information
    Collection
•   Applications for Mobile, Portable, or Wearable
    Computer Devices                           IT4BC PESC 25
http://www.pesc.org
●   Standards and Workgroups
    ●   PESC Approved Standards
        –   Admissions Applications
        –   Education Test Score Reporting
        –   IPEDS
        –   Student Aid
        –   Transcripts
        –   Data Transport Specification
        –   Core Main
        –   Sector Libraries


                                               IT4BC PESC 26
CoreMain
●   CoreMain v1.8.0 xsd
    Defines basic types
    ●   Person
    ●   Organization
    ●   Transmission
    ●   Employment
    ●   Etc..




                             IT4BC PESC 27
CoreMain
●   <xs:group name="OrganizationIDGroup">
●   <xs:annotation>
     ●   <xs:documentation>Allowable Organization IDs - Exclusive choice. As of January
         2009, CSIS and USIS are marked as deprecated and will be removed in a future
         release</xs:documentation>
●   </xs:annotation>
●   <xs:choice>
     ●   <xs:element name="OPEID" type="core:OPEIDType"/>
     ●   <xs:element name="NCHELPID" type="core:NCHELPIDType"/>
     ●   <xs:element name="IPEDS" type="core:IPEDSType"/>
     ●   <xs:element name="ATP" type="core:ATPType"/>
     ●   <xs:element name="FICE" type="core:FICEType"/>
     ●   <xs:element name="PSIS" type="core:PSISType"/>


                                                                           IT4BC PESC 28
Admissions Applications
●   The Admissions Application standard can be used
    by any number of organizations to send
    admissions application data and information to
    colleges and universities.
●   Members Approved:
       –   AACRAO - American Association of Collegiate Registrars &
           Admissions Officers
       –   SunGard Higher Education
       –   Datatel, Inc.
       –   Oracle Corporation
       –   Alberta, Ontario Province-wide Admissions
       –   Etc..
                                                          IT4BC PESC 29
Admissions Applications




                 IT4BC PESC 30
Testscore Reporting
●   XSD, Implementation Guides




                                    IT4BC PESC 31
Student Aid
●   XSD, implementation guides




                                      IT4BC PESC 32
Transcripts
●   XSD, Implementation guides
    ●   AcademicRecord type
        –   Course
        –   Academic Award
        –   Academic Summary
    ●   High School transcript type
    ●   College transcript type
    ●   Transcript Request and Response
    ●   Transcript Acknowledgement
    ●   Transcript Batch
                                               IT4BC PESC 33
Transcripts




     IT4BC PESC 34
Transcripts




     IT4BC PESC 35
Transcripts




     IT4BC PESC 36
Transcripts




     IT4BC PESC 37
Transcript Exchange
●   Currently in Pilot in BC
    ●   SFU (PeopleSoft system integration)
    ●   Kwantlen (Banner system integration)
    ●   Douglas College (Banner system integration)
●   Hub and spokes model for BC
●   Last 5 months in Production
●   Processed 1200 transcripts already
●   Soon to expand to more institutions

                                                      IT4BC PESC 38
DTS
●   Data Transport Specification
    ●   WebService Oriented
    ●   Published WSDL
    ●   Security aspects including single sign-on
●   SIF integration coming soon
    ●   SIF has extensive WSDL capabilities
    ●   More REST-like
●   In its infancy


                                                    IT4BC PESC 39
EDI
●   EDI-PESC Mapping document
●   EDI Working group within PESC umbrella
●   SNAP (Statistical Networking Application Project)
    for K12 exchanges.




                                              IT4BC PESC 40
PESC TAB
●   Technical Advisory Board
    ●   ACT / SunGard cochairs
    ●   The Technical Advisory Board is responsible for
        updating and maintaining all technical specifications
        and for providing guidance on technical and
        architectural issues related to electronic standards
        and higher education.




                                                      IT4BC PESC 41
Conclusion
●   PESC provides all standards and information to
    the education community on its website without
    charge.
●   If your organization is not a member, but you use
    the site and/or use PESC standards, please
    consider joining PESC as a member and help
    share the cost of bringing higher education to a
    new level of interoperability.



                                              IT4BC PESC 42

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IT4BC PESC presentation

  • 1. An Introduction to PESC Standards What they are and what they can do for you Jam Hamidi Bccampus PESC TAB member jhamidi@bccampus.ca IT4BC PESC 1
  • 2. Standards are so universally used that they are often taken for granted. While some might consider them to be about as interesting as watching grass grow, without them, modern life as we know it would unravel. IT4BC PESC 2
  • 4. Imagine Tom jumping from Institution to institution over his long “professional” career: ● From province to province. ● From country to country. ● Imagine his Transcripts, Achievements, Awards, Loans, Credits, Courses. ● Imagine the administrative burden. ● Protection of his identity (by law). IT4BC PESC 4
  • 5. PESC org ● PESC - the Postsecondary Electronic Standards Council ● Established in 1997 at the National Center for Higher Education in Washington, DC. ● Non-profit, community-based, umbrella association ● AACRAO, ACT, Brigham Young University, Educause, Citibank, COHEAO, Datatel, EFC, ETS, Harbinger-Supply Tech, KPMG, Law School Admission Council, NACUBO, NASFAA, NCHELP, New York University, Pearson, Sallie Mae, Sungard SCT, SLSA, University of Oklahoma, University of Texas at Austin, U.S. Department of Education IT4BC PESC 5
  • 6. PESC org ● Factors in formation of PESC (90s): ● Y2K ● Electronic Transcripts ● FDSLP (Federal Direct Student Loan Program) ● EASI (Easy Assessor for Students and Institutions) IT4BC PESC 6
  • 11. The hub relieves each sender and receiver of having to connect peer to peer and of having to develop multiple interface formats. ● A single change in data needs to be implemented only once. ● An organization that plugs into the hub immediately connect with every other organization in the network. IT4BC PESC 11
  • 13. Without PESC expect ● Increased cost of systems, IT, integration. ● Increased cost in resources due to serial, redundant and customized programming for the same data elements. ● Slower response to customer needs. ● Increased data mapping which jeopardizes data quality and integrity. ● More difficult access to data. ● Repetitive programming if rules, regulations, or business needs change. IT4BC PESC 13
  • 14. While Provinces can set up their own hubs to manage data exchange within a Province, national standards facilitate data exchange across the country or with other countries. ● Peer to peer exchange is possible with national standards. ● But a centralized method for exchanging data is needed as well for all institutions that don’t have or want their own hubs or don’t want a peer to peer model. ● Canada privacy laws prohibit Student data from crossing into US for exchanges within Canada. IT4BC PESC 14
  • 16. Admissions IT4BC PESC 16
  • 17. Challenges ● Broad exchange and transportation of data from one point to another remains unaddressed in higher education. ● There is a significant need for a centralized hub or network that can exchange data standards for Institutions. ● Without a service, Institutions have to search for a mechanism on their own or build it themselves. ● Leaving each entity to build mechanisms on its own is extremely expensive, will take years, and as a result may never actually happen. IT4BC PESC 17
  • 18. Challenges ● Higher education is far behind other industries in implementation and use of technical standards. ● Think of the value of: ● The ATM network ● Credit card networks (VISA, Mastercard, AmEx, etc.) ● Direct deposit ● K12 and higher education's own standards. IT4BC PESC 18
  • 19. PESC Mission ● PESC approved financial aid XML standards implemented in every US College and university. ● High School and/or College Transcripts used/implemented in 6 states (CA, GA, IN, NC, OH, VA) and throughout Alberta and Ontario, in pilot phase in BC. ● 18 states plan on implementation within 18-24 months ● Data Transport Standard implemented in Alberta, a handful of colleges, and with National Student Clearinghouse. ● XML College Transcript implemented by SunGard Higher Education. IT4BC PESC 19
  • 20. Partners ● AACRAO’s SPEEDE Committee – American Association of Collegiate Registrars and Admissions Officers, Standardization of Postsecondary Education Electronic Data Exchange ● DQC / InCommon ● SHEEO – State Higher Education Executive Officers ● SIF Association ● SunGard Higher Education ● US Department of Education – NCES – National Center for Education Statistics – FSA – Office of Federal Student Aid IT4BC PESC 20
  • 23. Adoption IT4BC PESC 23
  • 24. EdUnify ● A web service registry/index with a suite of applications built on top of it. ● EdUnify infrastructure allows vendors, academic institutions, and government agencies to register their data interchange specifications. ● Users of EdUnify will be able to use these registry and annotation services to: ● Build integrations ● Inventory services ● Access data across higher education. IT4BC PESC 24
  • 25. EdUnify Applications • Faculty Search for Expertise, Schedule, etc. • Student Search for Enrollment Status • Student Progress Traceback Search • Teacher Traceback Search • Lookup Program and Course Learning Outcomes and Comparability • Government Agency Data and Information Collection • Applications for Mobile, Portable, or Wearable Computer Devices IT4BC PESC 25
  • 26. http://www.pesc.org ● Standards and Workgroups ● PESC Approved Standards – Admissions Applications – Education Test Score Reporting – IPEDS – Student Aid – Transcripts – Data Transport Specification – Core Main – Sector Libraries IT4BC PESC 26
  • 27. CoreMain ● CoreMain v1.8.0 xsd Defines basic types ● Person ● Organization ● Transmission ● Employment ● Etc.. IT4BC PESC 27
  • 28. CoreMain ● <xs:group name="OrganizationIDGroup"> ● <xs:annotation> ● <xs:documentation>Allowable Organization IDs - Exclusive choice. As of January 2009, CSIS and USIS are marked as deprecated and will be removed in a future release</xs:documentation> ● </xs:annotation> ● <xs:choice> ● <xs:element name="OPEID" type="core:OPEIDType"/> ● <xs:element name="NCHELPID" type="core:NCHELPIDType"/> ● <xs:element name="IPEDS" type="core:IPEDSType"/> ● <xs:element name="ATP" type="core:ATPType"/> ● <xs:element name="FICE" type="core:FICEType"/> ● <xs:element name="PSIS" type="core:PSISType"/> IT4BC PESC 28
  • 29. Admissions Applications ● The Admissions Application standard can be used by any number of organizations to send admissions application data and information to colleges and universities. ● Members Approved: – AACRAO - American Association of Collegiate Registrars & Admissions Officers – SunGard Higher Education – Datatel, Inc. – Oracle Corporation – Alberta, Ontario Province-wide Admissions – Etc.. IT4BC PESC 29
  • 30. Admissions Applications IT4BC PESC 30
  • 31. Testscore Reporting ● XSD, Implementation Guides IT4BC PESC 31
  • 32. Student Aid ● XSD, implementation guides IT4BC PESC 32
  • 33. Transcripts ● XSD, Implementation guides ● AcademicRecord type – Course – Academic Award – Academic Summary ● High School transcript type ● College transcript type ● Transcript Request and Response ● Transcript Acknowledgement ● Transcript Batch IT4BC PESC 33
  • 34. Transcripts IT4BC PESC 34
  • 35. Transcripts IT4BC PESC 35
  • 36. Transcripts IT4BC PESC 36
  • 37. Transcripts IT4BC PESC 37
  • 38. Transcript Exchange ● Currently in Pilot in BC ● SFU (PeopleSoft system integration) ● Kwantlen (Banner system integration) ● Douglas College (Banner system integration) ● Hub and spokes model for BC ● Last 5 months in Production ● Processed 1200 transcripts already ● Soon to expand to more institutions IT4BC PESC 38
  • 39. DTS ● Data Transport Specification ● WebService Oriented ● Published WSDL ● Security aspects including single sign-on ● SIF integration coming soon ● SIF has extensive WSDL capabilities ● More REST-like ● In its infancy IT4BC PESC 39
  • 40. EDI ● EDI-PESC Mapping document ● EDI Working group within PESC umbrella ● SNAP (Statistical Networking Application Project) for K12 exchanges. IT4BC PESC 40
  • 41. PESC TAB ● Technical Advisory Board ● ACT / SunGard cochairs ● The Technical Advisory Board is responsible for updating and maintaining all technical specifications and for providing guidance on technical and architectural issues related to electronic standards and higher education. IT4BC PESC 41
  • 42. Conclusion ● PESC provides all standards and information to the education community on its website without charge. ● If your organization is not a member, but you use the site and/or use PESC standards, please consider joining PESC as a member and help share the cost of bringing higher education to a new level of interoperability. IT4BC PESC 42