3 rd Annual Conference on Technology and Standards Standards Make the World Go ‘Round Michael Sessa Executive Director PESC

3rd Annual Conference on Technology and Standards AGENDA Origin of Standards Standards in Our Daily Lives Standards in Higher Education PESC Standards Forum for Education Evolution of Standardization “One” Standard for pK20

3rd Annual Conference on Technology and Standards Origin of Standards Standards allow communities to progress, to build and grow Hieroglyphics allowed Egyptians the ability to communicate and to record events and history Weights and measures allowed Egyptians and Romans to build structures which still exist today Timing and scoring allowed Greeks to recognize excellence in sportsmanship in the Olympics The telephone and Morse code allow communications between two entities not within physical hearing range

3rd Annual Conference on Technology and Standards Standards in Our Daily Lives B 7 glops A 1 gallon $1.99 Which are you going to buy?

3rd Annual Conference on Technology and Standards Standards in Our Daily Lives BA What do students expect when comparing schools?

3rd Annual Conference on Technology and Standards Standards in Our Daily Lives HTML, and the WWW revolutionized how the world interacts Credit cards, ATMs, debit/check cards and bar codes revolutionized how we buy and how we pay Cell phones, PDAs, iPods and laptops revolutionized how we communicate and learn All required communities to work together. All are commodities…we now expect them.

3rd Annual Conference on Technology and Standards Standards in Higher Education Established in 1997, 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 in 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.

3rd Annual Conference on Technology and Standards PESC Board of Directors Pete Nalli, Chair, Director of Architecture and Software Development, Datatel Craig Cornell, Vice Chair, Director of Student Financial Aid, Bowling Green State University, Represents NASFAA Steve Biklen, Treasurer, President (retired), Citibank Student Loan Corp, Represents NASLA Jack Kramer, Secretary, Senior Vice President of Solutions Architecture and Enterprise Applications, SunGard Higher Education Doug Falk, Chief Information Officer, National Student Clearinghouse Judith Flink, Executive Director of Student Financial Services, University of Illinois System David Moldoff, President, Strategic Explorers Keith Riccitelli, Chief Procurement Officer, Sallie Mae Michael Sessa, Executive Director, PESC Rick Skeel, Director of Academic Records, University of Oklahoma, Represents AACRAO

3rd Annual Conference on Technology and Standards PESC PESC supports: Key factors in higher education: Access Affordability Lifecycle of a student Secondary to Postsecondary Postsecondary to Postsecondary Elimination of redundancy Reusability Recycling

3rd Annual Conference on Technology and Standards PESC – New Paradigms “Coopetition” – Cooperation among competitors for the greater common good Agreement to not compete on data exchange, that the education network/super highway is a necessary commodity Ability to rely on consistent, accurate data exchange frees you up to focus on the needs of students

3rd Annual Conference on Technology and Standards PESC – New Paradigms Agreement to compete on price and service Collaboration through PESC, a neutral objective third party, levels the playing field and allows a trusting environment PESC does not benefit from the national standards agreed upon by the community

3rd Annual Conference on Technology and Standards Modernizing Data Exchange The Evolution: Paper Forms Wet Signature Common Forms and Common Applications Online Applications and E-Sign Proprietary Formats EDI eXtensible Markup Language - XML

3rd Annual Conference on Technology and Standards PESC Standards Forum for Education Founded August 4, 2000 Serves as the operational and development arm of PESC “Candidates” for national standards are proposed, developed, and processed by the Standards Forum Governed by a Steering Committee Formal Policies and Procedures include: Process PESC Guidelines for XML Architecture and Data Modeling Users Guide for XML Registry and Repository for the Education Community

3rd Annual Conference on Technology and Standards XML Registry and Repository for the Education Community Developed and owned by Federal Student Aid Administered by PESC Stores PESC approved national standards Standards are free and available w/o barriers

3rd Annual Conference on Technology and Standards Steering Committee Holly Hyland, Chair, Management Analyst, Office of Federal Student Aid, US Department of Education Adele Marsh, Vice Chair, Vice President of Industry Initiatives, AES Adriana Farella, Director of Product Strategy, Xap Corporation Ed Hauser, Executive Director, Student and Enrollment Services Solutions, SunGard Higher Education Robert King, Director of Industry Initiatives, Citibank – Student Loan Corp. Bruce Marton, Associate Director, Student Information Systems, University of Texas at Austin John Van Weeren, Product Manager, Reporting and Technology, Datatel

3rd Annual Conference on Technology and Standards Core Components Standardizing simple data elements Populating “Core Main” data dictionary with all simple core components/elements “Sector” libraries allow migration from where an organization or sector is today to national standards A simple core component in a sector library, which still must be in Core Main, may have a slightly different definition “Complex” core components/elements, the grouping of several simple core components/elements, follow the same methodology

3rd Annual Conference on Technology and Standards “Mega” Standards and Transactions Focus is on grouping of simple and complex elements into business message or transactions: Postsecondary Transcript – PESC approved national standard Common Record: CommonLine (CRC) – PESC approved national standard National standards in development: Admission Application Online Loan Counseling High School Transcript Request and Response (Degree Audit and Transcript) Test Score Reporting Student Aid Inquiry Transcript Acknowledgement National Test Score Reporting Data Transport *

3rd Annual Conference on Technology and Standards PESC Standards Forum for Education Technical Advisory Board Submission Advisory Board Change Control Board Steering Committee High School Transcript Data Transport Transcript Request/Response Online Loan Counseling Workgroups Hierarchy Board of Directors Degree Audit Request/Response National Test Score Reporting Admission Application Student Aid Inquiry Randy Mertens, Nelnet Chair Graham Tracey, Datatel Chair Steve Margenau, Great Lakes Chair Transcript Acknowledgement

3rd Annual Conference on Technology and Standards Evolution of Standardization Focus has been on external data exchange in higher education Methodology has followed the lifecycle of a student Strategic direction looks to move beyond student administrative standards to standardizing internal data exchange from one system/module to another Long term goal is to standardize student authentication Ability to re-use data provides costs savings

3rd Annual Conference on Technology and Standards Open Source The “Movement” Free Code (Standards or Modules) Allows Greater Control Requires Resources and Maintenance Alternative to Packaged Modules Cost Differential is TBD

3rd Annual Conference on Technology and Standards “One” Standard for pK20 Higher education (PESC), pK12 (SIFA), and US Department of Education (FSA, NCES, CFO, CIO, EDEN) have formed a Data/XML Steering Committee (DXSC) Purpose is to explore the possibility of setting one set of core components across the entire student lifecycle Migration away from silos and/or stovepipes DXSC is looking to adopt the PESC Policies and Procedures as its own Realization and implementation will take years

3rd Annual Conference on Technology and Standards What We Need To Do Demand interoperability Support best practices Treat your vendors/clients as partners Clearly identify business problems and solutions Allow room for experimentation and error Simplify and streamline at every opportunity Conduct cost/benefits analyses Embrace change!

3rd Annual Conference on Technology and Standards The Cost of Non-Standardization

3rd Annual Conference on Technology and Standards The Cost of Non-Standardization What is the cost if higher education (or your institution) is unable to focus on its students?

3rd Annual Conference on Technology and Standards Michael Sessa Executive Director PESC The Standard Questions?