A project of the PESC Common Data Services (CDS) Task Force EdExchange A project of the PESC Common Data Services (CDS) Task Force May 18, 2016

Jim Kelly Educational Credential Evaluators (ECE) Senior Director of Technology EdExchange Steering Committee Member Co-Chair PESC Global Data Mobility User Group

A Quick History Common Data Services Taskforce proposed 10/2011 by Tim Calhoun (California Community Colleges Tech Center) EdExchange is initial project of PESC Common Data Services Co-Chairs Lou DelZompo, California Community Colleges, Technology Center Doug Falk, National Student Clearinghouse

Steering Committee Rajeev Arora, Senior Vice President, Products - Parchment Thomas C. Black, Associate Vice Provost & University Registrar, Student and Academic Services - Stanford Tim Calhoon, Executive Director, Technology Center - California Community Colleges Tuan Anh Do, Board of Directors - PESC Doug Falk, Vice President & CIO - National Student Clearinghouse Jim Kelly, Senior Director of Technology - Educational Credential Evaluators Monterey Sims, Director of Admissions and Evaluation - University of Phoenix Jack Weber, Executive Vice President - Credentials Solutions

The Problem No consistent way to request & exchange documents between academic institutions Service provider exchange networks in the US operate in isolation from one another Available legacy exchange built on legacy technology, storage of PII, and lacks confirmation of delivery

The EdExchange Solution Enables real-time open data exchange amongst academic institutions, service providers and higher education vendors Payload agnostic to support a multitude of documents, types of exchanges Community based solution based on standards, open source development

Directory Server Purpose Functions Reference Implementation Secure repository of validated network endpoints servicing listed destinations Functions Accept Delivery Options request Return Delivery Options report Reference Implementation Java Server Intended deployment To be operated by PESC To be hosted at AWS, managed by a contracted 3rd party.

Network Server Purpose Functions Reference Implementation Serves as an endpoint in the secure EdExchange network Functions Lookup Send Receive Reference Implementation Java Server Intended Deployment Local to Vetted Institutions, Service Providers & higher education vendors

EdExchange Server Host How it Works Directory Server Backup EdExchange Server Host How do I send an electronic transcript to ________? As an example of one of many types of transactions… Network Server College/Vendor A Network Server College/Vendor B

EdExchange Server Host How it Works Directory Server Backup EdExchange Server Host College A calls the EdExchange Directory Server with a Delivery Options Request Directory server is a secure repository of validated network endpoints Network Server College/Vendor A Network Server College/ Vendor B

EdExchange Server Host How it Works Directory Server Backup EdExchange Server Host Directory server responds with Delivery Options Report which contains validated network servers Network Server College/Vendor A Network Server College/Vendor B

EdExchange Server Host How it Works Directory Server Backup EdExchange Server Host Transcript placed in an “EdExchange Envelope” and delivered to appropriate Network Server Network servers are endpoints on the network, local to vetted institutions and service providers Network Server College/Vendor A Network Server College/Vendor B

EdExchange Server Host How it Works Directory Server Backup EdExchange Server Host Confirmation placed in “EdExchange Envelope” and returned to senders Network Server Network Server College/Vendor A Network Server College/Vendor B

EdExchange Secure - Avoiding file based technologies keeps exchange of data between the sender and receiver Reliable - EdExchange standard assures confirmation of delivery is received Fast - Peer to peer architecture provides for a direct connection Payload Agnostic - Supporting a variety of document types and transactions

Pilot - Launching now Designed to collect best practices and organizational process feedback Success defined by the exchange of documents between a network of service providers and participating institutions Who is involved so far? National Student Clearinghouse Parchment ECE University of Phoenix California Community Colleges, Technology Center

Production – Later this year PESC to operate EdExchange, governed by a steering committee EdExchange directory supporting: Super-User (Service providers or systems representing institutions on EdExchange), or User (Institutions and higher education vendors directly represented on EdExchange) EdExchange standard to be completed, documenting Network server (reference installation available), and Protocols for lookup and exchange Directory Server to be hosted at AWS, managed by contracted service provider

Global Connectivity Linked Networks The EdExchange network connects depositories or regional networks to US and/or between depositories/networks Global Network Global depositories/networks join EdExchange network to allow global interchange of data

Separate Networks

Linked Networks

Global Network

Other Options Software The EdExchange open source software is shared to foster growth of global networks Copy the EdExchange Model Directory driven peer-to-peer regional networks are built using an EdExchange-type model

Join us! EdExchange meetings alternating Thursdays @8:00AM PST/11:00AM EST cds@lists.pesc.org

Information/Contact www.pesc.org www.linkedin/in/jim-kelly jkelly@ece.org