1. 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

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

3. 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

4. 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

5. 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

6. 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

7. 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.

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. Separate Networks

19. Linked Networks

20. Global Network

21. 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

22. Join us!
EdExchange meetings alternating Thursdays @8:00AM PST/11:00AM EST

23. Information/Contact www.pesc.org www.linkedin/in/jim-kelly