1. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBSTU Student Success Project TJ BAUGUS BUSINESS ANALYST, SENIOR, CAL CC SOLUTION CENTER, ELLUCIAN FEBRUARY 2014

2. 2© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. Ellucian Product Confidentiality The information in this document is confidential and proprietary to Ellucian and neither the document nor its contents can be disclosed to anyone without a written obligation of confidentiality in place with Ellucian. The information in this document is not a commitment, promise or other obligation to deliver any material, code or functionality, and it should not be relied upon in making any purchase decision. The document and its contents are subject to change, without prior notice, at the sole discretion of Ellucian.

3. 3© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. Agenda SECTION 01Banner CALBSTU and Student Success and Support Program (SSSP)  Overview of SS vs. SM  CALBSTU release plans SECTION 02SS data collection: Historical data  Overview of form and data SECTION 03SS data collection: Term-specific service data  Summary of new validation structures  Overview of form and data SECTION 04After CALBSTU 8.9: SS Report TABLE OF CONTENT

4. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. Banner CALBSTU and Student Success and Support Program (SSSP) 01

5. 5 The forms you are seeing today are still being developed and are not tested. (Cosmetic issues; more revisions later) Preliminary table structures were posted on the Commons Wiki. (Check release documents)

6. 6© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SSSP and MIS SS report  Program tied to funding and resulting in the new MIS SS report  MIS SS report replaces SM report  Similar data needs, yet different  Some new elements  Some redefined elements

7. 7© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. MIS SS report and the prior SM report  SM data form: SEADETL  Awkward to use baseline form  Term effective (historical data), but much of SM is term- specific (only applies to a single term)  All services lumped into one table  No multi-college district distinction for each college  SS data form: creating new forms and tables  Two data forms: a term effective and a term-specific  Separate the different types of service data  Several new validation forms and tables  Defined by college

8. 8© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CABLSTU release plans  CALBSTU 8.9, April 4, 2014  Data collection forms and supporting forms  All database structures  CALBSTU patch bundle (May or June)  Loads the MIS SS report definitions into REPT  Related SB_STU (MIS student basic report) report revisions  Data conversion  Actively working with a client focus group

9. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SS data collection: Historical data02

10. 10© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVVEXST: New table with seed data (no form) SVVEXST, Services Exempt Status Validation Table  No form because it has a controlled use  Data for three “exemption status” list fields on a new form SVVEXST seed data SVVEXST_CODESVVEXST_DESC AYDirected to initial service DOExempt: Degree and other district criteria DYExempt: Associate or higher degree OYExempt: Other district criteria

11. 11© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSHD: New data form and tables SVAMSHD, MIS Success and Support Services Historical Data  Two-tabbed form with data that only changes when needed  Education Goals (SVREDGL table)  SS01 data  Only one Primary, mandatory  Multiple “other”  Continuing to use STVGOAL for the codes  Exemption Status (SVBEXST table)  Field for each SS03, SS04, and SS05  SVVEXST list fields  Key block: ID, term-effective, and DICD/college code  Multi-college benefit

12. 12© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSHD: layout

13. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SS data collection: Term-specific service data 03

14. 14© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. New validation forms and tables  SVVASST, Assessment Services Validation  SVVCINT, Career and Interest Services Validation  SVVCOST, Counseling and Advisement Services Validation  SVVEPST, Education Plan Services Validation  SVVOSST, Orientation Services Validation  SVVPRST, Academic or Progress Probation Services Validation  Continuing to use some existing support data validation codes

15. 15© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVVASST: New validation form and table SVVASST, Assessment Services Validation  You enter your codes for SS07 or SS11.2 (partial)  SS07 is positional – 4 types  Assessment Service – required, identifies the type

16. 16© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVVCINT and SVVCOST: New validation forms and tables SVVCINT, Career and Interest Services Validation  You enter your codes for SS11.2 (partial)  You enter your codes for SS08 SVVCOST, Counseling and Advisement Services Validation

17. 17© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVVEPST: New validation form and table SVVEPST, Education Plan Services Validation  You enter your codes for SS09 or SS11.3  SS11.3 has an “other/follow-up” option  Education Plan Service – required, identifies the type

18. 18© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVVOSST: New validation form and table SVVOSST, Orientation Services Validation  You enter your codes for SS06 or SS11.1  Qualifying Initial Orientation – can this be potentially used to report SS06

19. 19© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVVPRST: New validation form and table SVVPRST, Academic or Progress Probation Services Validation  You enter your codes for SS10 or SS11.4  SS11.4 has an “other” option (anything not SS10 qualified)  Probation Support Service – required, identifies the type

20. 20© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSTD: New data form and tables SVAMSTD, MIS Success and Support Services Term Data  Six-tabbed form with data that changes every term  Counsel/Advise (SS08) (SVRCNAD table)  Education Plan (SS09 or SS11.3) (SVREDPL table)  Orientation (SS06 or SS11.1) (SVRORNT table)  Assessment (SS07 or SS11.2 partial) (SVRASMT table)  Academic Progress (SS10 or SS11.4) (SVRPRGS table)  Career/Interest (SS11.2 partial) (SVRCRIN table)  Service data  Key block: ID, term, and DICD/college code  Multi-college benefit

21. 21© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSTD: Counsel/Advise tab SS08 element, SVRCNAD table  Enter the services in this term  Code, Service Date, and Provider Origin are required  No limits on repeating the same code

22. 22© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSTD: Education Plan tab SS09 or SS11.3 elements, SVREDPL table **This tab is not complete.**  Enter the services in this term for the type of education plan  Code, Service Date, and Provider Origin are required  No limits on repeating the same code – area still in discussions, possible warning

23. 23© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSTD: Orientation tab SS06 or SS11.1 elements, SVRORNT table  Enter the services in this term  Code, Service Date, and Provider Origin are required  Cannot repeat the same code

24. 24© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSTD: Assessment tab SS07 or SS11.2 partial elements, SVRASMT table  Enter the services in this term  Code, Service Date, and Provider Origin are required  No limits on repeating the same code

25. 25© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSTD: Academic Progress tab SS10 or SS11.4 elements, SVRPRGS table  Enter the services in this term  Code, Service Date, and Provider Origin are required  No limits on repeating the same code

26. 26© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SVAMSTD: Career/Interest tab SS11.2 partial element, SVRCRIN table  Enter the services in this term  Code, Service Date, and Provider Origin are required  No limits on repeating the same code

27. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. After CALBSTU 8.9: SS Report04

28. 28© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SS report  Requirements are still being discussed (nearing the end)  Discovery process for DED meaning and applying it to data  Client focus group  Filtering questions to CCCCO  Representative that was on the SSSP committee  A huge thank you to the participants for their contributions to the discussions and their pursuit of the answers! (Also important, thank you to Myrna Huffman and others at the CCCCO for their attention to our questions.)

29. 29© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. SS report: What is known  Expansion to SB_STU to include non-students  No SGASTDN, only in admissions  SGASTDN or admissions is “future term,” but the service is today (nothing effective in the “service term”)  Query for enrollment and 3-years-absent  SX conditions: “Did they report on SX in the last three years?”  Performance testing completed on a “large data” group of terms  “Initial” elements being discussed  “What is initial?”  “How is it presented on SS?”  This is the most difficult MIS report to-date.

30. 30© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY.30 SS report: What is unknown  We don’t know what we don’t know.  We are still finding out what we don’t know, still discovering, and we are nearing the end of the discovery process.  We are making the final decisions on how each element works.  How much work is left to make it all come together on the SS report?  Development and research for the report are occurring while we finish the CALBSTU 8.9.