1. PESC Update Tuesday December 7, 2004 Michael Sessa Executive Director Communicate ~ Collaborate ~ Innovate Bruce Marton Associate Director, SIS University of Texas at Austin

2. JA-SIG Tuesday December 7, 2004  Overview of PESC  Industry Relationships  Current Activities  PESC Architecture  Future ActivitiesAgendaAgenda

3. JA-SIG Tuesday December 7, 2004  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 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. Overview of PESC

4. JA-SIG Tuesday December 7, 2004 Overview of PESC  Board of Directors Michael Berberet, Manager of Business Development, Government Solutions, Pearson Steve Biklen, Treasurer, President (retired), Citibank Student Loan Corp, Represents NASLA Judith Flink, Director of Student Financial Services, University of Illinois @ Chicago Bill Hollowsky, Senior Director of Applications Development, Oracle Corporation Mark Jones, Vice Chair, Vice President of Marketing and Business Development, National Student Clearinghouse Dallas Martin, President, NASFAA David Moldoff, Represents Sungard SCT Robert Morley, Associate Registrar, University of Southern California, Represents AACRAO Pete Nalli, Secretary, Director of Software Architecture, Datatel Keith Riccitelli, Chair, Director of Global Sourcing, Sallie Mae Michael Sessa, Executive Director, PESC

5. JA-SIG Tuesday December 7, 2004 Overview of PESC  Steering Committee Ed Hauser, General Manager for SCT Banner Student and Financial Aid Systems, Sungard SCT, Chair Holly Hyland, Management Analyst, Office of Federal Student Aid, US Department of Education Robert King, Director of Strategic Development, Citibank Adele Marsh, Vice President of E-Commerce Initiatives, AES Bruce Marton, Associate Director, Student Information Systems, University of Texas at Austin

6. JA-SIG Tuesday December 7, 2004 Overview of PESC  Members AACRAO, AES, California Community College System, CBA, Citibank, COHEAO, CollegeBoard, Columbia University, Community College of the Air Force, Datatel Inc., edfinancial, Educaid, EFC, ELM Resources, Florida State University, George Washington University, Iowa State University, Law School Admission Council, Lumina Foundation, Miami University-DARS, NACUBO, NASFAA, NASLA, National Student Clearinghouse, NCHELP, Nelnet, Northern Illinois University, Oracle, Pearson, PeopleSoft, Princeton Review, Purdue University, Sallie Mae, Sungard SCT, SLSA, Susquehanna University, Texas A & M University, University of Illinois at Chicago, University of Illinois System, University of Maryland – University College, University of Minnesota, University of Northern Iowa, University of Oklahoma, University of Phoenix, University of Texas at Austin, University of Virginia, USA Funds, US Department of Education, Virginia Polytechnic Institute  Affiliates Access Group, ACT Inc, ACE, California School Information Services, Docufide, Educause, First Marblehead Education Resources, IDAPP, IMS Global Learning Consortium, Jenzabar, KHEAA, RDA Corporation, SIF

7. JA-SIG Tuesday December 7, 2004 Overview of PESC  Operational Schedule  Board Meetings Every other month  Steering Committee Meetings Every month  Membership Meetings Twice per year  Workgroup Summits Twice per year Winter Summit held in partnership with SPEEDE – San Diego 2/17/05 – 2/18/05; Fall Summit held in partnership with AACRAO’s Technology Conference – Atlanta 10/11/05 – 10/12/05  Annual Conference on May (held in partnership with CBA, EFC, and NCHELP) Technology and Standards 2 nd Annual – Washington DC 5/2/05 – 5/4/05

8. JA-SIG Tuesday December 7, 2004 Industry Partners  US Department of Education – Office of Federal Student Aid (FSA)  AACRAO’s SPEEDE Committee  NCHELP’s ESC Committee  AACRAO  CBA, EFC, NCHELP

9. JA-SIG Tuesday December 7, 2004 Current Activities  Focus on Membership  Support for EDI  Authentication  Standards Forum for Education  Development Initiatives  XML Registry and Repository  Policies and Procedures  Hierarchy

10. JA-SIG Tuesday December 7, 2004 Focus on Membership  Site Visits  Interviews  Sponsorships  PR: Meetings, Conferences, Advisory Boards, Speaking Engagements

11. JA-SIG Tuesday December 7, 2004 Support for EDI  Continuing to promote usage statistics and implementation as provided by the Internet Server at the University of Texas at Austin  Continuing to include appropriate EDI sessions at conferences and summits  Communicating that SPEEDE continues to serve as experts on the subject of EDI development and implementation

12. JA-SIG Tuesday December 7, 2004AuthenticationAuthentication  Analyze, evaluate, and communicate issues and initiatives for the Membership  Educate PESC membership and higher education community  Identify how authentication might be applied in the education space  Evaluate leverage points, benefits, and issues presented by employing standard student authentication in education-related initiatives  Track major influential organizations: Federal Government, FSA, EAP  Make recommendations for further PESC action

13. JA-SIG Tuesday December 7, 2004  XML Postsecondary Transcript  Jointly developed by the Standards Forum for Education, SPEEDE, and ESC  Based on PESC XML Technical Specifications and Education Data Dictionary  July 2004: version 1.0 approved by PESC Members and released as PESC approved standard Standards Forum for Education

14. JA-SIG Tuesday December 7, 2004  Common Record (loans and grants) For PELL and Direct Lending: 2002-3Early adopters 2003-5Optional 2005-6Required For FFELP and Alternative Loans: 2002-3CommonLine 5 2004-5Convergence to CRC begins 2005-6Industry convergence Standards Forum for Education

15. JA-SIG Tuesday December 7, 2004 FAFSA - ISIR Certification MPN Disbursement Guarantee Changes Graduation Repayment Payoff Deferment Consolidation Forbearance Sales Delinquency Cure - Claim NSLDS Subrogation 799 - LARS Life of the Loan Standards Forum for Education

16. JA-SIG Tuesday December 7, 2004 CommonLine 4 CommonLine 5 PELL Common Record Direct Lending Campus-Based 200120032002 ? ? Servicing/CAM FAFSA/ISIR Optional Required Begin Migration? 20052004 Phases out CL95, CL96, CL3 Standards Forum for Education Phased out Optional 2006 Early Adopters 1.0 Required

17. JA-SIG Tuesday December 7, 2004 Standards Forum for Education  Initiatives in Process  Request/Response of XML Postsecondary Transcript  Request/Response of Degree Audit  Online Loan Counseling  Secondary to Postsecondary (S2P) XML Transcript  Data Transport  Requests made for: Admissions Application, Test Scores, Course Catalogue

18. JA-SIG Tuesday December 7, 2004 Standards Forum for Education  Policies and Procedures  Released to PESC Membership in October 2004 for comment period  Released to Education Community in December 2004  Focus is on collaboration, submission, approval, and maintenance  XML Registry and Repository  Developed and owned by FSA  Administered by PESC  Stores PESC approved standards

19. JA-SIG Tuesday December 7, 2004 Standards Forum for Education Technical Advisory BoardSubmission Advisory BoardChange Control Board Steering Committee S2P Transcript Data Transport Transcript Request/Response Loan Counseling Workgroups Hierarchy Board of Directors Degree Audit Request/Response

20. JA-SIG Tuesday December 7, 2004 Standards Forum  Formed by Postsecondary Electronic Standards Council in May 2000  XML Standards for Education Use existing specification whenever possible Utilize what works in EDI, learn from what didn’t  Establish work groups on topics determined by Forum participants Core Components Workgroup Technology Workgroup Architecture Team

21. JA-SIG Tuesday December 7, 2004 Community Participation  AACRAO SPEEDE Committee  NCHELP Electronic Standards Committee  Department of Education  SIS Vendors  Colleges

22. JA-SIG Tuesday December 7, 2004 XML Schema Features  Minimum/Maximum Length  Required/Optional  Repeatable  Format: Number, Date etc.  Code lists  Mandatory choice  User-defined extensions

23. JA-SIG Tuesday December 7, 2004 XML Schema Extensibility  Extensions  Substitutions  References to other Schemas Take all or part Modify as needed

24. JA-SIG Tuesday December 7, 2004 Extensibility with Namespaces  Identifies the source of an XML definition set Use URI or URN http://www.w3.org/2001/XMLSchema urn:org:pesc:core:CoreMain:v1.0.0  Distinguishes different objects with the same name  Allows schema referencing Use import feature

25. JA-SIG Tuesday December 7, 2004 Core Components  Data dictionary  Core Components XML Schema Data Formats Business processes Data Relationships Naming conventions

26. JA-SIG Tuesday December 7, 2004 Domain interoperability  Common rendering of core re-used elements  Common code sets for shared concepts  Consistent technology standards and best practices

27. JA-SIG Tuesday December 7, 2004 Development Standards  Modularity and re-usability form, fit and function  Naming conventions no abbreviations some acronyms ok consistent naming “Code”, “Indicator”, “ID” UpperCamelCase

28. JA-SIG Tuesday December 7, 2004 Development Standards (cont.)  Use of qualifiers Generally deprecated Specified instance of named types preferred where semantically significant base named types where specificity not needed  Object-oriented design Extensions from base types

29. JA-SIG Tuesday December 7, 2004 Core Components Transcript Schema Student Loan Schema Common Application Common Data Formats,Relationships Processes Domains Transcript Schema Common Data Formats,Relationships Processes

30. JA-SIG Tuesday December 7, 2004 Core Components Data Dictionary Sector Library Sector Library Sector Library Application Schema Application Schema Application Schema Application Schema Application Schema Application Schema Standards Forum Core Components

31. JA-SIG Tuesday December 7, 2004 Core Components  All simple types in core  Re-used complex types in core  “model” complex types  Serves as building components for new document types

32. JA-SIG Tuesday December 7, 2004 Sector and Instance  Sector components Re-usable business concepts Refining for specific needs  Instance schemas Single document Transaction specific

33. JA-SIG Tuesday December 7, 2004 How to reconcile differences  Agree to disagree Definitions can be refined in sector Complex types may be re-built  Convergence Move to core definitions Unique constructs allowed

34. JA-SIG Tuesday December 7, 2004 CommonLine RosterResponse.xsd PESC Core Components Data Dictionary CoreMain.xsd Financial Aid Sector Library FFELAlternative.xsd Academic Record Sector Library Academic Record.xsd College Transcript Schema CollegeTranscript.xsd Standards Forum Core Components CommonLine Roster.xsd CommonLine Response.xsd CommonLine Receipt.xsd CommonLine Request.xsd

35. JA-SIG Tuesday December 7, 2004 User-defined Extensions  Allows mutually defined sub-schemas State systems Regional requirements Software specific needs  Allows strict standards within system  Other user can ignore.  National ratification not needed

36. JA-SIG Tuesday December 7, 2004 XML Format SPEEDE Transcript (XML)

37. JA-SIG Tuesday December 7, 2004 Next Steps  Schools can begin implementing standard Mapping to SIS system New development in XML  University of Texas server supports SPEEDE XML standard Now

38. JA-SIG Tuesday December 7, 2004 Adoption of PESC Standard  SungardSCT Banner 6.2 implementing SPEEDE XML standard in current project  California Community Colleges lists SPEEDE as requirement

39. JA-SIG Tuesday December 7, 2004 Near term development goals  Related Transcript Schemas Request Response Acknowledgement  College Transcript XML Implementation Guide  Degree Audit Schema

40. JA-SIG Tuesday December 7, 2004 Development goals (cont.)  Transport and routing standards (SOAP)  EDI/XML Crosswalk tables  EDI/XML translation software

41. JA-SIG Tuesday December 7, 2004 SPEEDE Training Support  AACRAO Technology Conference College Transcript Mapping Sessions XML Implementation  XML Stylesheets.html.pdf (Acrobat)

42. JA-SIG Tuesday December 7, 2004 Texas Internet Server  Supports larger scale  Sending One packet – many destinations  Receiving One packet - many senders  3 rd Party trust model Maintain authentication key ring

43. JA-SIG Tuesday December 7, 2004 Hub and Spoke design

44. JA-SIG Tuesday December 7, 2004 XML Enhancements  XML Transport and Routing  Registration of XML capability by Institution  Supporting XML standards

45. JA-SIG Tuesday December 7, 2004  Certification Services  Open Source  Wireless Technology  Membership in OASIS  Reauthorization of HEA Future Activities

46. JA-SIG Tuesday December 7, 2004 Additional Info  www.PESC.org  The Standard  Winter Workgroup Summit 2005  2 nd Annual Conference on Technology and Standards  Fall Workgroup Summit 2005

47. JA-SIG Tuesday December 7, 2004 Michael Sessa Executive Director PESC Sessa@PESC.org 202-293-7383 PESC Update JASIGJASIG Bruce Marton Associate Director, SIS University of Texas at Austin Bruce.Marton@Austin.UTexas.edu 512-475-7306