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INGRESS PROCESSING FROM A TO Z GeorgiaBEST

Jennifer Beech and Patrick Harris

Information Technology Services

September 18, 2014

THE GEORGIABEST TEAM

TOPICS FOR DISCUSSION

Purpose and Benefits

The Concept

Data Flow

Setting Up Rules and Codes

Defining Sections, Persons, and Memberships to INGRESS

INGRESS Processing

GoVIEW

INGRESS Faculty Console

INGRESS Administrator Console

Loading INGRESS Attendance Verification Data

Loading INGRESS Grade Data

Clearing the INGRESS Log Table

INGRESS PURPOSE AND BENEFITS

Purpose Associate sending and receiving sections for shared

classes at multiple institutions Automatically perform iterative seat balancing among

institutions sharing a class Automatically send data to the LMS to define/update

sections, persons, and memberships Benefits

Dynamically allocates seats Allows institutions to leverage all Banner functionality Automated processing reduces the need for manual

processing

INGRESS: THE CONCEPT INtra-Georgia REgistration Sharing System

INGRESS Database

Collaborative LMS

System of record for:• Students• Faculty• Courses• Course Offerings• Registrations• Billing• Financial Aid

Banner Database Institution C

Banner Database Institution B

Banner DatabaseInstitution A

• Data consolidation• Seat Balancing• Attendance

Verification Entry• Grades Entry

• Course Content

SETTING UP RULES AND CODES Term Code Definition – Reporting Term

SETTING UP RULES AND CODES Part of Term Definition – Reporting Term

No special part of term values are required for use with INGRESS

SETTING UP RULES AND CODES Term Code Translations

SETTING UP RULES AND CODES Term Code Translations (cont’d)

SETTING UP RULES AND CODES Enrollment Status Codes

No special enrollment status codes have been established for integration with INGRESS.

SETTING UP RULES AND CODES Registration Status Codes

No special registration status codes have been established for integration with INGRESS.

SETTING UP RULES AND CODES Registration Status Codes

No special registration status codes have been established for integration with INGRESS.

Define codes for all parts of term for the reporting term.

SETTING UP RULES AND CODES Integration Configuration Settings

SETTING UP RULES AND CODES Integration Configuration Settings

If this setting is not defined, all students and instructors must have the “Preferred” flag set on one email address (SPAIDEN, GOAEMAL).

SETTING UP RULES AND CODES Integration Partner System Code and Integration Partner System Rules

SETTING UP RULES AND CODES Cross Reference Label and Partner Integration Code Translation

SETTING UP RULES AND CODES Grade Code Definition

No special grade codes have been established for use with INGRESS.

SETTING UP RULES AND CODES Section Definition

The Integration Partner Code is the key to flagging sections for reporting to INGRESS. It also identifies which sections are sending and which are receiving.

DEFINING SECTIONS, PERSONS, AND MEMBERSHIPS TO INGRESS

Integration Partner Code is the key!

Identifies sections to be processed

All instructors assigned to these sections will be processed

All students with enrollment activity in these sections will be processed

ZSRGDIS – INGRESS Extract Process

DEFINING SECTIONS, PERSONS, AND MEMBERSHIPS TO INGRESS

“When should ZSRGDIS be run?” After defining sections and assigning Integration Partner codes

After any changes have been made to basic section information

After sections are inactivated or reactivated Remove Partner Integration Code (section remains active in

Banner) OR Change section Status field to an inactive code

Once per day prior to LMS data file processing

ZSRGDIS – INGRESS Extract Process

DEFINING SECTIONS, PERSONS, AND MEMBERSHIPS TO INGRESS

Execute ZSRGDIS through Job Submission (GJAPCTL). A population selection can be used to limit person data that is

pulled; however, it must be used EVERY time the process is run.

DEFINING SECTIONS, PERSONS, AND MEMBERSHIPS TO INGRESS ZSRGDIS – INGRESS Extract Process

INGRESS PROCESSING

Occurs automatically at regular intervals throughout the day

(currently every 10 minutes)

Using data extracted by ZSRGDIS, INGRESS will: Read up-to-date enrollment counts from Banner Add new sections in INGRESS Inactivate sections in INGRESS Update section data in INGRESS Associate sending and receiving sections for a shared class, determine remaining

seat count, and allocate 3/4 of the remaining seats equally to all sharing institutions

Update maximum and available seat counts in Banner

Seat Balancing

INGRESS PROCESSING

Seat Balancing

INGRESS PROCESSING

Occurs automatically at regular intervals throughout the day

(currently every 4 hours) Using data extracted by ZSRGDIS, INGRESS will:

Add new students in INGRESS Update student information in INGRESS Update student registrations in INGRESS Update class rosters in INGRESS Stage section, person, and membership data and create xml data files for

loading into the LMS (only once per day)

Person and Membership Processing

GOVIEW

INGRESS – FACULTY CONSOLE Attendance Verification

Attendance verification entries are distributed to the students’ home Banner environments automatically.

INGRESS FACULTY CONSOLE Midterm and Final Grades

Midterm and final grades are distributed to the students’ home Banner environments automatically.

INGRESS ADMINISTRATOR CONSOLE Messages

INGRESS ADMINISTRATOR CONSOLE Messages

High priority notifications Normal priority notifications

Your Banner system is offline with INGRESS. The reserved seats are greater than the maximum number of seats.

Your Banner system is back online with INGRESS. Undefined sending course section.

Your Banner process version is out of sync. Request to inactivate the sending section is being held for processing.

This receiving section already exists with a different CRN. Class is approaching full capacity.

This CRN is already used for another active course section. The section is in a temporary hold status.

Invalid S / R code. The section that was on-hold has been processed successfully.

Invalid INGRESS Common Term Code. Attendance verification has been submitted.

Class has met/exceeded its capacity.

Midterm grades have been submitted.

Final grades have been submitted.

The sending section is being held for processing.

Membership is locked.

Unable to process new course section.

INGRESS ADMINISTRATOR CONSOLE Reports

INGRESS ADMINISTRATOR CONSOLE Section Report

INGRESS ADMINISTRATOR CONSOLE Attendance Verification & Grade Report

INGRESS ADMINISTRATOR CONSOLE Settings

Banner is unavailable/ available notifications.

INGRESS ADMINISTRATOR CONSOLE Seat Management

Updates are logged. Changes that are made in Banner are ignored by the Seat Balancer.

LOADING INGRESS ATTENDANCE VERIFICATION DATA

Instructors enter attendance verification data through the INGRESS Faculty Console

Data are pushed down to the intermediate tables to await processing by the institution

Banner processing involves 2 GaMod processes: ZSRIAVR and ZHRNOSH

ZSRIAVR – INGRESS Attendance Verification Load

Execute ZSRIAVR through Job Submission (GJAPCTL).

Results: Loads data into temporary tables ZTRNOSH and ZTRNOSS where it is held for later processing by the ZHRNOSH process. Only loads records for absent students.

LOADING INGRESS ATTENDANCE VERIFICATION DATA

LOADING INGRESS ATTENDANCE VERIFICATION DATA ZSRIAVR – INGRESS Attendance Verification Load

INGRESS courses processed by the INGRESS Attendance Verification Load process (ZSRIAVR) will always display a ‘Y’ in the ‘Ver’ (verified) column in the ZHANOSH form

LOADING INGRESS ATTENDANCE VERIFICATION DATA ZHANOSH – Attendance Verification Form

Execute ZHRNOSH through Job Submission (GJAPCTL). Results: Processes data in the ZTRNOSH & ZTRNOSS tables; updates

registration status code in course sections for absent students.

LOADING INGRESS ATTENDANCE VERIFICATION DATA

LOADING INGRESS ATTENDANCE VERIFICATION DATA ZHRNOSH – Attendance Verification Process

LOADING INGRESS ATTENDANCE VERIFICATION DATA ZHRNOSH – Attendance Verification Process

LOADING INGRESS ATTENDANCE VERIFICATION DATA ZHRNOSH – Attendance Verification Process

LOADING INGRESS GRADE DATA

Instructors enter grades data through the INGRESS Faculty Console

Data are pushed down to the intermediate tables to await processing by the institution

Banner processing involves one GaMod process: ZSRIGRD

ZSRIGRD – INGRESS Grade Load

LOADING INGRESS GRADE DATA

Execute ZSRIGRD through Job Submission (GJAPCTL). Results: Posts grades in Banner.

LOADING INGRESS GRADE DATA

ZSRIGRD – INGRESS Grade Load

LOADING INGRESS GRADE DATA

View loaded grades on the Class Roster form (SFASLST).

ZSRIGRD – INGRESS Grade Load

CLEARING THE INGRESS LOG TABLE

Over a period, the log table accumulates a large number of entries, many of which are no longer needed for troubleshooting purposes over time.

ZSRCLRL can be run at any time during the term as frequently as needed.

ZSRCLRL – INGRESS Log Table Clearing Process

CLEARING THE INGRESS LOG TABLE

Execute ZSRCLRL through Job Submission (GJAPCTL).

Results: Deletes entries from the INGRESS log table, ZSRSMGL, that were generated on or prior to the date supplied as the date parameter.

CLEARING THE INGRESS LOG TABLE ZSRCLRL – INGRESS Log Table Clearing Process

ON-DEMAND SUBSCRIPTION LIBRARY

All USG institutions have access to Ellucian’s On-Demand Subscription Library. Access training on your own schedule Contact the ITS helpdesk (helpdesk@usg.edu) for

access information

GEORGIABEST TRAINING RESOURCES

General Training/Events Page: http://www.usg.edu/georgia_best/training

Need one-on-one training/support? Sign up for a UPICKIT session! http://www.usg.edu/georgia_best/training/upickit

GEORGIABEST TRAINING RESOURCES

GeorgiaBEST presentations for Georgia Summit available on our website here: http://www.usg.edu/georgia_best/training/conferences

WHERE CAN I FIND HELP?

http://www.edu1world.org/Commons http://www.edu1world.org/USG

Community Sources

Authoritative Sources

http://www.usg.edu/georgia_best https://connect.ellucian.com

ADDITIONAL ITS RESOURCES & SUPPORT

For an URGENT BUSINESS IMPACT issue, contact the ITS Helpdesk immediately at 706-583-2001 or 1-888-875-3697 (toll free within Georgia).

For a NON-URGENT issue, contact the ITS Helpdesk via (1) the Self-Service Support website at http://www.usg.edu/customer_services (User ID and password required.

Contact ITS Helpdesk to obtain login credentials.) or (2) Email helpdesk@usg.edu. For ITS product and service status updates, go to: http://status.usg.edu/.

Additional information is available at the ITS Service Level Guidelines and Maintenance Schedule: http://www.usg.edu/customer_services/service_level_guidelines/.

QUESTIONS?