© PESC. David K. Moldoff PESC Director & Founder and CEO AcademyOne, Inc. USA AcademyOne

November 8, 2007 © AcademyOne  Context of my Remarks  Student Mobility and Standards  PESC Mission and Governance  Standards Forum for Education  SIFA and PESC  Workgroup Process  XML Registry & Repository Agenda

November 8, 2007 © AcademyOne  United States 4,000 institutions, 9,000 campuses, $370B, 3%GDP 17.5 million FTE student attending postsecondary 60% transfer at least once 1.5 million study abroad  Student Mobility and Academic Credit Portability Barriers, Funding Public/Private, Governance Institutional coordination and collaboration The legacy of Academic Freedom Context of my remarks

November 8, 2007 © AcademyOne Student Need Standards are needed to access SIS and let the student access their course history

November 8, 2007 © AcademyOne Find accurate transfer information Standards involve alignment of content for the purpose of helping make a system transparent

November 8, 2007 © AcademyOne Standard course learning outcomes published as a curriculum model for Institutions to align their course instruction

November 8, 2007 © AcademyOne Evaluating Courses Standards in this case covers how faculty, departments and academics view and evaluate course delivery, content, rigor, amount of instruction, etc…

November 8, 2007 © AcademyOne Ability to View Details Removing the subjectivity and confusion

November 8, 2007 © AcademyOne Recording a Decision Process and Semantics are part systematizing data to enable alignment – thru input, output, methods of use and display

November 8, 2007 © AcademyOne Tracking Decisions Community agreement, discourse and communication are part of developing standards

November 8, 2007 © AcademyOne Requesting Opinions

November 8, 2007 © AcademyOne Access for Students - Search

November 8, 2007 © AcademyOne Display Course Equivalencies

November 8, 2007 © AcademyOne Import Course History A standard PESC web service call to request the transcript history

November 8, 2007 © AcademyOne Request Transfer Planning Guide Request a service from an institution to provide a degree audit progress guide comparing my course work with the program requirements – this involves a web service, data request and result set

November 8, 2007 © AcademyOne Transfer Planning Guide (Degree Audit) Result is then shown in a standard UI with common semantics, content, format, controls

November 8, 2007 © AcademyOne  Standards Semantics, Protocol, Inputs, Outputs, Methods  Integration Visual, Business Process, Data Exchange Tightly or Loosely Coupled Inside and Outside the Enterprise  Interoperability Transparent, Plug & Play infrastructure Inside and Outside the Enterprise Context of my remarks

November 8, 2007 © AcademyOne  Standards Dictionary, Handshake, Goals, Outcomes, Communication  Integration Portal, Middleware to transform data across components Workflow, Content Management, Document Management  Interoperability eTranscripts, Common Applications, Enrollment Verification, Credential Verification Examples

November 8, 2007 © AcademyOne  Bridging Organization Structures Institutions, Social or Governmental Regions Policies and Procedures  Credentials, Trust, Respect Perception versus Reality, Systematic or Subjective Validating identity  Equivalent or Comparable Rigor, Content, Length of Study, Outcomes How does prior course work articulate ? Student Mobility

November 8, 2007 © AcademyOne How is AcademyOne using Standards? StandardsIntegrationInteroperability PESC Data Attributes in A1’s Student Passport (loosely coupled) Authentication Web Service Request/Reply Course History Import Progress Assessment Notifications PESC Data Attributes in A1’s CEMC (loosely coupled) Workflow to compare course outcomes and competencies between one and more institution Shared Course Atlas Repository with Notification and Decision Tracking Student Curriculum

November 8, 2007 © AcademyOne  The PESC Mission Established in 1997 and located in Washington, D.C., the Postsecondary Electronic Standards Council (PESC) is a non-profit, community-based, umbrella association of colleges and universities; professional and commercial organizations; data, software and service providers; and state and federal government agencies. PESC’s mission is to lead the establishment and adoption of data exchange standards across higher education. The goals of the mission are to enable the improvement of institutional performance and foster collaboration across educational communities in order to lower costs, improve service, and attain system interoperability. Mission and Governance

November 8, 2007 © AcademyOne Mission and Governance Technical Advisory Board Change Control Board Standards Forum Course Inventory Data Transport College Transcript Online Loan Counseling Steering Committee Workgroups Board of Directors Degree Audit National Test Score Report Admission Application Student Aid Inquiry Taxonomy Marketing and Adoption Sustainability High School Transcript

November 8, 2007 © AcademyOne Mission and Governance  Evolution  80 Members and Affiliates  Significant Adoption across North America  Formal Policies and Procedures  5 Standards Approved (High School Transcript, College Transcript, Common Record: CommonLine (CRC), Data Transport Standard (DTS), Online Loan Counseling  4 “Standards” in Process (Student Aid Inquiry, Admission Application, National Test Score Report, Course Inventory)

November 8, 2007 © AcademyOne  Operationally  “Candidates” for standards are proposed, developed, and processed uniformly  Governed by Steering Committee Oversight  Multiple Workgroups are chaired by representatives of the community of interest – usually two Standards Forum for Education

November 8, 2007 © AcademyOne PESC - StandardsSIFA – SIF Specification pK12 higher education SIFA Developed Jointly Developed PESC Developed SIFA and PESC

November 8, 2007 © AcademyOne Standards Forum for Education  Policies and Procedures  Developed and released March 2005  Focus is on collaboration, submission, approval, and change control  Includes:  Workgroup creation and Standards Process  PESC Guidelines for XML Architecture and Data Modeling  Users Guide for XML Registry and Repository for the Education Community

November 8, 2007 © AcademyOne The Process Review by SAB & Steering Committee Approved? Notification to Steering Committee PESC Membership vote Step 1: Request Made – Letter of Intent Change Control Board Review Step 2: Workgroup Formed – Submission Development Step 3: Completed Candidate Proposed Step 4: Public Comment Step 5: PESC Membership Vote Step 6: Ratification Returned with Explanation Workgroup Formed – Candidate Developed Approved? Returned for additional information Returned with Explanation N Y N N Y Y

November 8, 2007 © AcademyOne  XML Registry and Repository for the Education Community  Developed and owned by US DOE.FSA  Administered by PESC  Stores PESC approved standards in the form of a DATA DICTIONARY XML Registry & Repository

November 8, 2007 © AcademyOne  Core Components  “Simple” root data elements  “Core Main” data dictionary with simple components/elements  “Sector” libraries allow standards to evolve from various versions supported by different vendors or organizations  “Complex” core components/elements, the grouping of several simple core components/elements, follow the same methodology XML Registry & Repository

November 8, 2007 © AcademyOne  Standards is about process, data, community, coordination, compromise, documenting differences and comparables to facilitate systematic interactions that simplify our efforts inside and outside the enterprise Closing Remarks

November 8, 2007 © AcademyOne David K. Moldoff PESC Director 1250 Connecticut Avenue NW, Suite 200 Washington DC AcademyOne David K. Moldoff President and CEO 601 Willowbrook Lane West Chester, PA ext 301

November 8, 2007 © AcademyOne AcademyOne’s 50,000 foot vision College Transfer of Credit Dual Enrollment Articulation Agreements Academic Planning & Curriculum Alignment Academic Advising & Student Transition Study Abroad & Student Exchange

November 8, 2007 © AcademyOne Transfer Evaluation Course Equivalency Matrix eTranscript Prospective Degree Audit Academic Alignment Level of Difficulty Course to Course Degree/Majors Rules Reduce paperwork Seamless Transition What if - How will my courses articulate? Reactive Capability Maturity Model Focuses on the institutional capability After enrollment decision Does not reveal how courses articulate to a major Slow adoption curve Data driven requirements 100% 50% 25% 5%

November 8, 2007 © AcademyOne State-wide Articulation Agreements State-wide align Gen Ed Establishing Academic Pathways State-wide Academic Pathways On-Demand Advising Level of Difficulty Transfer Articulation Degree/Majors Rules Dual Enrollment Progressive Review Academic Coordination Proactive Capability Maturity Model 2-4 Year focus and completion rates Need disciplined and systematic review Need trust, respect Perspectives Open Sharing Focuses on the state capability 90% 40% 20% 10%