1. PENN Community Project SUG Presentation April 8, 2002

2. 2 PENN Community Project Agenda Overview Background Phase I Objectives Phase I Deliverables Summary of Benefits Futures Wrap-Up

3. 3 PENN Community Project Overview Business Services Information Systems and Computing Collect and manage the most commonly used information needed for identification, communication and controlling access to privileges at the University. Develop processes and procedures that will improve the quality and usefulness of this information. Support the clients using it. Project is sponsored by:

4. 4 PENN Community Project Overview Penn Community contains the most commonly used Biographic, Demographic and Affiliation data. Biographic data – Needed to establish unique identity and assignment of a PENN ID. (i.e, Name, Date of Birth, SSN) Demographic data - Various forms of contact information. (i.e. Postal address, phone and e-mail) Affiliation data - Record the relationship(s) a member has with the University. (Student, Faculty and Staff)

5. 5 PENN Community Project Background When discussing PENN Community, a brief discussion on its relationship to the PENNcard System is helpful. Consolidate data from multiple sources into one location. Manufacture id cards. Distribute data to other application systems At the highest level, PENNcard performs three major functions:

6. 6 PENN Community Project Background PENNcard performs three major functions. Human Resources Student Records E-Mail systems Manual data entry in the PENNcard Office 1. Consolidate data from multiple sources into one location:

7. 7 PENN Community Project Background PENNcard performs three major functions. Photo Banking relationship Process fees Distribute card 2. Manufacture id cards:

8. 8 PENN Community Project Background PENNcard performs three major functions. Dining meal plan Library Patron System PENN Police building access 3. Distribute data to other systems:

9. 9 PENN Community Project Background Some responsibilities change with PENN Community. PENNcard becomes a customer of PENN Community. Consolidate data from multiple sources into one location. - Moves from PENNcard to PENN Community Manufacture id cards. - PENNcard continues to manufacture cards. Distribute data to other application systems. - Initially, remains with PENNcard. Over time PENN Community will pick up data distribution duties.

10. 10 PENN Community Project Phase I Objectives Manage Biographic, Demographic and Affiliation data separately from ID card issuance. Improve data integrity. Recognize multiple affiliations. Enable systems to use PENN ID in place of Social Security Number. Support clients using PENN Community data. Support PENNnet id to PENNkey conversion

11. 11 PENN Community Project Phase I Deliverables Oracle database structures. (5/20/2002) Process to add new affiliate groups in batch mode. UPHS will be the first. (5/20/2002) Web-based data entry tool for managing biographic, demographic and affiliation data. (5/20/2002) Data entry tool can be used by Schools and Centers. Used for affiliates that don’t arrive via batch interface. (6/10/2002) Objective: Manage Biographic, Demographic and Affiliation data separately from ID Card issuance. Deliverable:

12. 12 PENN Community Project Phase I Deliverables Software tools that will identify and manage data conflicts as they are received from source systems. Prevention of duplicate ids a priority. (5/20/2002) Procedures for communicating and resolving data conflicts with source system stewards. (5/20/2002) Objective: Improve Data integrity. Deliverable:

13. 13 PENN Community Project Phase I Deliverables Data structure and processes that will allow multiple affiliations to be recorded. (5/20/2002) Objective: Recognize multiple affiliations. Deliverable:

14. 14 PENN Community Project Phase I Deliverables Cross reference files that match PENN ids to SSN. (5/20/2002) Objective: Enable systems to use PENN ids in place of SSN. Deliverable:

15. 15 PENN Community Project Phase I Deliverables Business Objects Universe for PENN Community. (6/10/2002) Staff available to support queries and extracts (6/10/2002) Objective: Support clients using PENN Community data. Deliverable:

16. 16 PENN Community Project Phase I Deliverables Oracle data structures and processes needed to assign PINs to affiliates. (5/20/2002) Oracle data structures to record PIN usage activity. (5/20/2002) Process to print single PIN letters on demand. (5/20/2002) Objective: Support PENNnet id to PENNkey conversion. Deliverable:

17. 17 PENN Community Project Summary of Benefits Control over duplicate ids. Ability to enter data for affiliates. Convert systems from SSN to PENN id. Manage privileges based on affiliations. PIN letters for PENNkey. Multiple affiliations. What does PENN Community do for me?

18. 18 PENN Community Project Futures Coordinated effort to resolve existing duplicate ids. Continuous improvement to the data. Migrate data extracts from PENNcard to PENN Community. Investigate a new Directory System. Accept more affiliate groups in batch mode. Pre-generated access control lists.

19. 19 PENN Community Project Wrap up For Further information contact Jim Johnson johnson@isc.upenn.edu Web Site: http://www.upenn.edu/computing/group/penncommunity/