1. Setting Up the MIS Matriculation Extract|
Setting Up the MIS Matriculation Extract
Dottie Marron, Principal Functional Consultant

2. AUDIO TECHNICAL SUPPORT Before we begin…
If you do not have a mute button, *6 = mute and *7 = un-mute
Please do not put us on “Hold”
TECHNICAL SUPPORT
Press ‘*0’ to reach technical support or dial (U.S.) / (International)
Before we begin today’s event, let me familiarize everyone with the interface. Important points to note are:
If you don’t have a mute button, click *6 to mute your line and *7 to unmute if you want to ask a question.
If you experience any technical difficulities, press *0 on your phone for technical assistance.
Now, let me take a minute and show you how to use the various features of participant view. |

3. While reading script below be sure to use animations to point out each feature. To use animations, click on the filmstrip icon and then click on the slide once for each animation: “You will see the presentation in the middle of the screen. Below the slides and on the left you can see the participant list (click for animations). To send a chat to me (or co-moderators) simply right click on my name and select Chat. To ask a question you can click on ‘Question & Answer’ on the left (click for animation). To see a larger view of the slides you can remove the participant list at the bottom by clicking on the arrow in the middle of the window pane (click for animation.) Now that I’ve covered some of the basics about the tool, do you have any questions before we proceed with the session?” |

4. Click to Scale View of live application
Viewing Features
Click to Scale View of live application
F11 for Full Screen
Esc to return to Normal View |

5. What is the Matriculation Extract
Also known as the SM Extract
Tracks the informed educational goal
Tracks participation in
Orientation
Placement Testing
Advising |

6. Reported Elements SM01 STUDENT-MATRICULATION-GOALS
SM02 STUDENT-MATRICULATION-MAJOR
SM03 STUDENT-MATRICULATION-SPECIAL-SERVICES-NEEDS
SM04 STUDENT-MATRIC-ORIENTATION-EXEMPT-STATUS
SM05 STUDENT-MATRIC-ASSESSMENT-EXEMPT-STATUS
SM06 STUDENT-MATRIC-COUNSEL/ADVISE-EXEMPT-STATUS
SM07 STUDENT-MATRIC-ORIENTATION-SERVICES
SM08 STUDENT-MATRIC-ASSESSMENT-SERVICES-PLACEMENT
SM09 STUDENT-MATRIC-ASSESSMENT-SERVICES-OTHER
SM12 STUDENT-MATRIC-COUNSELING/ADVISEMENT-SERVICES
SM13 STUDENT-MATRIC-ACADEMIC-FOLLOW-UP-SERVICES |

7. SM01 – Student Matriculation Goals
Describes the student’s informed educational goals. This element should not be confused with SB-14-Initial educational goal
SM01 consists of the educational goal followed by the number of terms required to achieve the goal
Possible values:
A = Obtain an AA degree and transfer to a 4-year institution.
B = Transfer to a 4-year institution without an AA degree.
C = Obtain a two year associate's degree without transfer.
D = Obtain a two year vocational degree without transfer.
E = Earn a vocational certificate without transfer.
F = Discover/formulate career interests, plans, goals. |

8. SM01 Student Matriculation Goals
G = Prepare for a new career (acquire job skills).
H = Advance in current job/career (update job skills).
I = Maintain certificate or license (e.g. Nursing, Real Estate)
J = Educational development (intellectual, cultural).
K = Improve basic skills in English, reading or math.
L = Complete credits for high school diploma or GED.
M = Undecided on goal.
X = Uncollected/unreported.
Y = Not applicable
Defined on STVGOAL
Reported on SEADETL |

9. SM01 Student Matriculation Goals
Time Required is reported with the Educational Goal
Possible values:
1 = One semester/quarter or less
2 = One year (two semesters/three quarters)
3 = Three semesters/four quarters
4 = Two years (four semesters/5-7 quarters)
5 = Three years (six semesters/8-9 quarters)
6 = More than three years
8 = Student does not know
X = Unreported/uncollected
Y = Not applicable.
Defined on STVTREQ
Reported on SEADETL |

10. SM02 – Student Matriculation Major
Describes the student’s major
Reports the major’s TOP code
Defined on STVMAJR
Reported on SGASTDN |

11. SM03 – Student Matriculation Special Services Needs
Identifies the specialized support services needs identified by the student and/or staff through the matriculation process
The data is reported in a 14-character data element.
The first ten of the fourteen positions in this field refer to the following services respectively (the remaining four positions are reserved for later use):
1 = Financial Aid
2 = Child Care
3 = Disabled Student Services
4 = Transfer Services
5 = Employment Assistance
6 = Basic Skills |

12. SM03 – Student Matriculation Special Services Needs
7 = Tutoring/Supplementary Instruction
8 = ESL
9 = EOPS
10 = CalWORKs
11-14 = Reserved
The need code is not actually reported. It is used to determine the position of the referral code. For example a person given a referral (Referral Code 3) because they need child care (Need Code 2) would end up with a reported code of Positions are left blank |

13. SM03 – Student Matriculation Special Services Needs
In each of the first ten positions, enter one of the following status codes. (In positions 11-14, enter blanks.)
0 = Not recommended/needed/referred
1 = Recommended/needed/referred by either student or staff
2 = Needed as identified by the student
3 = Recommended/referred by staff
4 = Both 2 and 3
X = Unknown
Y = Not applicable
Defined on STVNEED and STVNDRF
Reported on SEADETL |

14. Define Service Codes
To track Services the following codes should be defined on STVSSER
ORN Orientation (SM07)
PLC Placement (SM08)
APT Aptitude Testing (SM91)
CPI Career Planning (SM92)
SLS Study Skills (SM93)
CAS Counseling/Advisement (SM12)
AFU Academic Follow-Up (SM13) |

15. SM04 – Student Matriculation Orientation Exempt Status
Indicates whether the student was directed to, or exempted from, matriculation orientation services at the college
Possible Values:
A = Student was directed to orientation services.
D = Student has completed an Associate or higher degree.
O = Student exempted based on other district criteria.
Y = Not applicable
Defined on STVSSEP
Reported on SEADETL |

16. SM05 – Student Matriculation Assessment Exempt Status
Indicates that the student was directed to, or exempted from, matriculation assessment testing services at the college
Possible values:
A = Student was directed to assessment testing services.
D = Student has completed an Associate or higher degree.
O = Student exempted based on other district criteria.
Y = Not applicable
Defined on STVSSEP
Reported on SEADETL |

17. SM06 – Student Matriculation Counseling/Advisement Exempt Status
Indicates whether the student was directed to, or exempted from, matriculation counseling/advisement services at the college
Possible Values:
A = Student is directed to counseling/advisement services.
D = Student has completed an Associate or higher degree.
O = Student exempted based on other district criteria.
Y = Not applicable
Defined on STVSSEP
Reported on SEADETL |

18. SM07 – Student Matriculation Orientation Services
Indicates whether the student received orientation services as a part of the matriculation process at the college.
Possible values:
A = Orientation services were provided to student.
N = Orientation services were not provided to student.
R = Student refused orientation services.
Y = Not applicable
Defined on STVSEPR
Reported on SEADETL |

19. SM08 – Student Matriculation Assessment Services Placement
Indicates whether the student received assessment services for placement as a part of the matriculation process of the college
Possible values:
A = Student participated in placement testing.
H = Student participated in other measures of assessment.
B = Student received skills assessment services based on both of the above.
N = Student was not provided assessment placement services.
R = Student refused assessment placement services.
Y = Not applicable
Defined on STVSEPR
Reported on SEADETL |

20. SM09 – Student Matriculation Assessment Services-Other
Indicates whether the student received other supportive assessment services as a part of the matriculation process at the reporting college
This is a 3-character data element.
The three positions in this field refer to the following services respectively:
1 = Aptitude assessment
2 = Study/Learning Skills assessment
3 = Career Planning/Interest assessment
In each of the positions, enter one of the following status codes:
0 = Service not provided
1 = Service delivered
Y = Not applicable |

21. SM09 – Student Matriculation Assessment Services-Other
Banner will report the status in the appropriate position based on the information entered on SEADETL
Defined on STVSSER, STVSEPR
Define codes that will make sense to the end-users. Banner will convert the codes to the correct MIS codes. |

22. SM10 and SM11
These elements have been deleted. Colleges no longer report them |

23. SM12 – Student Matriculation Counseling/Advisement Services
Indicates whether the student received counseling/advisement services as a part of the matriculation process of the college
Possible values:
A = Student received counseling/advisement services.
P = Student received assistance in development of a Student Education Plan.
B = Student received services encompassing both of the above.
N = Student was not provided counseling/advisement services.
R = Student refused counseling/advisement services.
Y = Not applicable
Defined on STVSSER and STVSEPR
Reported on SEADETL |

24. SM13 – Student Matriculation Academic Follow-Up Services
Indicates whether the student received academic follow-up services as a part of the matriculation process of the college
Possible values:
A = Student received academic follow- up services.
N = Student was not provided academic follow- up services.
Defined on STVSSER and STVSEPR
Reported on SEADETL |

25. Batch Loading Matriculation Services
The SERLOAD process can be used to load matriculation services for a population selection
Define the matriculation group code on STVSSGP
Add the matriculation services to the group on SEASSGP
Run SERLOAD for a population selection |

26. Running the Extract Extracts are submitted through the Report Engine|

27. Summary The Matriculation Extract tracks participation in
Orientation
Placement Testing
Advising
It also tracks a student’s Informed Educational Goal
Orientation, placement testing and advising services, and exemptions use the same validation tables so enter your descriptions in a way that makes sense for all three services
Services can be batch loaded for incoming students using the SERLOAD process
Banner Report Engine has standard MIS reports available, but customized reports can be written |

28. Questions |