Articulation and Transfer Program Updateregents.ohio.gov/transfer/presentations/20061102...

Articulation and Transfer Articulation and Transfer UpdateUpdate

Paula ComptonPaula ComptonJim GinzerJim Ginzer

OACRAO ConferenceOACRAO ConferenceNovember 2, 2006November 2, 2006

11/2/0611/2/06 OACRAO 2006 OACRAO 2006 -- Articulation and TransferArticulation and Transfer 22

AgendaAgenda

PolicyPolicyImplementationImplementationToolsToolsQuestions and AnswersQuestions and Answers


Where were we a year ago Where were we a year ago when we talked with you?when we talked with you?

Policy and ImplementationPolicy and Implementation–– Firming up Policy and ProcessesFirming up Policy and Processes–– Received Autumn HEI AN submissionsReceived Autumn HEI AN submissions–– Received many Round 1 TAG Course Material Received many Round 1 TAG Course Material

submissionssubmissions–– Planning for Round 1 TAG ReviewsPlanning for Round 1 TAG Reviews–– Starting Policy RedevelopmentStarting Policy Redevelopment

Articulation and Transfer ClearinghouseArticulation and Transfer Clearinghouse–– Just starting institutional requirements reviewsJust starting institutional requirements reviews–– No hardware or softwareNo hardware or software–– Draft Interface specificationsDraft Interface specifications


Focus AreasFocus Areas

Policy workPolicy workCourse reviewsCourse reviewsArticulation and Transfer Articulation and Transfer Clearinghouse developmentClearinghouse development


Policy RedevelopmentPolicy Redevelopment

Chief Academic Affairs Officers and Chief Academic Affairs Officers and Provosts are reviewing materials nowProvosts are reviewing materials nowArticulation and Transfer Council Articulation and Transfer Council members will receive materials before members will receive materials before December 5 meetingDecember 5 meetingVote to accept or not at December 5 Vote to accept or not at December 5 Articulation and Transfer CouncilArticulation and Transfer Council


Translating Policy IntoTranslating Policy IntoOperational TermsOperational Terms

Developing Definitions of TermsDeveloping Definitions of TermsDeveloping Business RulesDeveloping Business RulesDevelopment of Articulation and Development of Articulation and Transfer ClearinghouseTransfer ClearinghousePlanning Development of a Course Planning Development of a Course Management and Tracking SystemManagement and Tracking System


Other ChangesOther Changes

Conceptual Model of Effective Dates Conceptual Model of Effective Dates and Respective Transfer Guaranteeand Respective Transfer Guarantee

Public Use of the Ohio Articulation Public Use of the Ohio Articulation Numbers (Numbers (OANsOANs))

Definitions of Transfer Guarantee and

Effective and Withdrawal Dates

10/30/06

“Leap of Faith” Era Autumn Winter Spring 2005 2006 2006

Summer 2006

Autumn 2006

Effective Dates All TAG Course Matches approved up to August 31, 2006 will be effective starting Autumn 2005

All TAG Course Matches approved September 1, 2006 and after will be effective the academic term following the term they were approved

Withdrawal Dates The final term in which the course is considered a TAG course Definition of Transfer Guarantee TAG courses taken during this

time will transfer and apply in one of the following ways: direct equivalency, major course credit (possibly a major elective) or degree credit Direct equivalencies of TAG Course Matches that are now in effect apply

TAG courses taken during this time will transfer and apply in one of the following two ways: Direct Equivalency or No Direct Equivalency and then the course will transfer and apply toward meeting a major course requirement or elective (not increasing degree requirements) Identified specific problem set of learning outcomes – corresponding TAG Course Match will count as meeting a degree requirement in addition to direct equivalency and major credit until the problem is resolved

HEI Submissions HEI file contains all TAG Course Matches

HEI file contains only approved TAG Course Matches

Method for Monitoring Process - HEI Course Matches from Autumn 2005 - Listing of institution’s majors

Working toward a universal course equivalency classification system


TAG Course Validation TAG Course Validation ReviewReview

38 Transfer Articulation Guide (TAG) Faculty 38 Transfer Articulation Guide (TAG) Faculty Panels FunctioningPanels Functioning# Courses Approved# Courses Approved# Courses in Faculty Panel Work Lists# Courses in Faculty Panel Work Lists# Course Without Institutional Course # Course Without Institutional Course Material for Validation Review (A challenge!)Material for Validation Review (A challenge!)December 31, 2006 Goal for Review of All December 31, 2006 Goal for Review of All Courses in Faculty Panel Work Lists.Courses in Faculty Panel Work Lists.


Revised Course Material Revised Course Material Submission FormSubmission Form

Can identify specific type of change Can identify specific type of change mademadeCourse Material Submission Course Material Submission Information Still Needs to Be Better Information Still Needs to Be Better Connected to the Learning Outcomes.Connected to the Learning Outcomes.

Ohio Articulation Number (OAN)

Course Submission Form

College/University: Institutional OAN Matching Data

Course matching is a (Click to Check one) : New Match

Existing Match

Modified Match

Renumbered Course (Renumbering only - no other changes)

Course Credit Hour Change Credit hour change only - no other changes)

Proposed effective year and term of Match (i.e. Final effective date will depend on actual approval of match by faculty panel. Effective Year and Term is the first term in which students taking the course will receive matching credit.) 20 Academic Year

Summer

Autumn

Winter

Spring

Course of a Course OAN Matching. Name and title of individual submitting on behalf of the college/university Name: Title:

Address E-mail Phone

Fax

Course Submitted (Title & Course Number) (Note: The course number must be exactly what will appear on a student’s transcript.)

Ohio Articulation Number


How will the ongoing backlog of course How will the ongoing backlog of course material awaiting approval by faculty panels be material awaiting approval by faculty panels be addressed?addressed?

We recognize that a substantial amount of review We recognize that a substantial amount of review work remains for the faculty panels. Our objective work remains for the faculty panels. Our objective to clear the backlog is December 31, 2006. to clear the backlog is December 31, 2006. To reach this goal it will require the full cooperation To reach this goal it will require the full cooperation of all the institutions to have their TAG course of all the institutions to have their TAG course information submitted in a timely fashion and for information submitted in a timely fashion and for the faculty review panels to complete their reviews the faculty review panels to complete their reviews as quickly as possible.as quickly as possible.In addition, plans are underway to develop a new In addition, plans are underway to develop a new TAG course approval and tracking system by the TAG course approval and tracking system by the Regents staff. Regents staff.


What timeline should I follow when requesting What timeline should I follow when requesting approval of a course for inclusion in a TAG?approval of a course for inclusion in a TAG?

Considering the submissions of Considering the submissions of newnewcourses for TAG inclusion, our goal is to courses for TAG inclusion, our goal is to work toward a timeline as follows:work toward a timeline as follows:

–– Submit Course Material: Start of Term 1Submit Course Material: Start of Term 1–– Faculty Panels Review Submitted Courses: Faculty Panels Review Submitted Courses:

During Term 1During Term 1–– Approved course is effective: Start of Term 2Approved course is effective: Start of Term 2–– Approved course is matched for transcript Approved course is matched for transcript

processing: Term 3processing: Term 3


TAG Education and Marketing PlansTAG Education and Marketing Plans

TAG Education Plans TAG Education Plans –– Assisted by Assisted by Ohio Transfer CouncilOhio Transfer CouncilMarketing Plans Marketing Plans –– Implementation to Implementation to Happen After Courses Are ReviewedHappen After Courses Are Reviewed


Articulation and Transfer WebsiteArticulation and Transfer Website

Plans to revise A&T websitePlans to revise A&T websiteApproved Course Listing to become Approved Course Listing to become more than a Static Bulletin Board.more than a Static Bulletin Board.For now: For now: http://www.regents.state.oh.us/transfhttp://www.regents.state.oh.us/transfer/TAGer/TAG--approvedCourses/index.htmlapprovedCourses/index.html


Approved Course List Web SiteApproved Course List Web Site


Approved Course List ExampleApproved Course List Example


Important MeetingsImportant Meetings

November 16, 2006 November 16, 2006 –– Key Policy Key Policy ImplementersImplementersNovember 17, 2006 November 17, 2006 –– Transfer Module Transfer Module Faculty SubcommitteeFaculty SubcommitteeDecember 5, 2006 December 5, 2006 –– Articulation and Articulation and transfer Advisory Committeetransfer Advisory CommitteeWorkshops as NeededWorkshops as Needed


How does this all fit How does this all fit together?together?

InstitutionInstitution–– Academic PoliciesAcademic Policies–– Schools/DepartmentsSchools/Departments–– General Education General Education

RequirementsRequirements–– Programs/MajorsPrograms/Majors–– Course CatalogsCourse Catalogs–– Class SchedulesClass Schedules

–– TranscriptsTranscripts

Board of RegentsBoard of Regents–– Legislative PoliciesLegislative Policies–– Discipline AreasDiscipline Areas–– Ohio Transfer ModuleOhio Transfer Module–– Transfer Articulation GuidesTransfer Articulation Guides–– Learning Outcomes (Learning Outcomes (OANsOANs))–– TermTerm--byby--Term Submissions of Term Submissions of

Approved CoursesApproved Courses–– SupplementsSupplements


Articulation and Transfer Articulation and Transfer ClearinghouseClearinghouse

The purpose of the Articulation and The purpose of the Articulation and Transfer Clearinghouse is toTransfer Clearinghouse is to–– Facilitate the electronic exchange of transcripts Facilitate the electronic exchange of transcripts

among the Ohio state supported colleges and among the Ohio state supported colleges and universitiesuniversities

–– Uniformly add supplementary course Uniformly add supplementary course information regarding courses that are information regarding courses that are guaranteed to transfer and apply to majorsguaranteed to transfer and apply to majors

–– Allow institutional configuration and Allow institutional configuration and development of advising tools.development of advising tools.


Articulation and Transfer Articulation and Transfer Clearinghouse Clearinghouse -- TodayToday

Institutional Requirements Reviews HeldInstitutional Requirements Reviews HeldRequirements being implemented using a Requirements being implemented using a web services architectureweb services architectureHave hardware and software in house and Have hardware and software in house and have built three development and test have built three development and test environments.environments.Interface specification using PESC XML Interface specification using PESC XML standard standard baselinedbaselined..Have simulated an electronic Have simulated an electronic transcript exchange!transcript exchange!


How Will the ATC Deliver How Will the ATC Deliver Transcripts?Transcripts?

Electronically via a web services call in XML format Electronically via a web services call in XML format (preferred)(preferred)Via an ATC CentralVia an ATC Central--based login screenbased login screen–– Display or download transcripts and supplementsDisplay or download transcripts and supplements–– XML or PDF formatXML or PDF format

Transcript Supplement will contain information Transcript Supplement will contain information regarding matching coursesregarding matching courses–– Some courses taken during the Leap of Faith era will Some courses taken during the Leap of Faith era will

require manual intervention and will be flagged as such in require manual intervention and will be flagged as such in the XML and PDL versions of the supplement.the XML and PDL versions of the supplement.

–– Special handling required so student is Special handling required so student is ““held harmlessheld harmless””due to errors in matching or delays in course approvals.due to errors in matching or delays in course approvals.


Draft TranscriptDraft Transcript


Ohio XML FormatOhio XML Format

Adopted PESC XML StandardAdopted PESC XML StandardOhio Implementation Guide has been Ohio Implementation Guide has been accepted by all stateaccepted by all state--assisted institutions assisted institutions through public comment periodthrough public comment periodHave validated content and structure of XML Have validated content and structure of XML transcripts from Lorain, Cincinnati, Sinclair, transcripts from Lorain, Cincinnati, Sinclair, Ohio StateOhio StateResources: Resources: http://www.regents.state.oh.us/articulationhttp://www.regents.state.oh.us/articulation_transfer/AT/ATC/XML/index.html_transfer/AT/ATC/XML/index.html

XML Web Site

Transcript Process FlowTranscript Process Flow

Sending Institution or Agent Receiving Institution or Agent

ATC

1. Send PESC XML Transcript

2. Acknowledge Receipt

3. Send PESC XML Transcript

and XML Supplement

4. Acknowledge Receipt

5. Acknowledge Final Delivery


Security ConsiderationsSecurity Considerations

Full security policies will be publicized on finalization Full security policies will be publicized on finalization of ATC Security Modelof ATC Security ModelFirewalls built around and within the ATC CentralFirewalls built around and within the ATC CentralWill use SSL for communicationsWill use SSL for communicationsTranscript and Supplement will be digitally signedTranscript and Supplement will be digitally signedATC Central will authenticate against receiving ATC Central will authenticate against receiving institutioninstitution’’s policiess policiesATC Central will hold transcripts and supplements ATC Central will hold transcripts and supplements at least as long as it takes for a successful delivery at least as long as it takes for a successful delivery to occurto occurLonger term holding of transcripts will be at control Longer term holding of transcripts will be at control of institutionsof institutions


Tools Tools –– SIS InterfacesSIS Interfaces

ATC Central is treating institutions as black boxesATC Central is treating institutions as black boxesInstitutions should view ATC Central as a black boxInstitutions should view ATC Central as a black boxTherefore, meet the interfacesTherefore, meet the interfacesSIS Data Extraction and Insertion Teams formed SIS Data Extraction and Insertion Teams formed for:for:–– BannerBanner–– DatatelDatatel–– JenzabarJenzabar–– Homegrown Homegrown –– University of CincinnatiUniversity of Cincinnati–– Others will come laterOthers will come later

PeoplesoftPeoplesoftBanner Banner PowercampusPowercampusMore HomegrownMore Homegrown


Current State of Ohio SISCurrent State of Ohio SIS

11/2/2006 7:31 Current SIS Future Plans?Lakeland Community College Banner 6.1 7.2 Dec

Lorain County Community College Jenzabar TE ??? - Fall 2008Marion Technical College Banner PowerCampusMiami University Banner 7.2 7.3 Spring 07NEOUCOM Banner 7.3North Central State College COCO? RFP outNorthwest State Community College Homegrown Update 2008Ohio University Homegrown? RFP outOwens Community College Banner 6.3 7.3 OctRio Grande Community College JenzabarShawnee State University JenzabarSinclair Community College DatatelSouthern State Community College JenzabarStark State Community College COCO?Terra Community College The Ohio State University Home Grown Peoplesoft 2009University of Akron Peoplesoft

University of Cincinnati Home Grown

University of Toledo Banner 7.3

Washington State Community College Datatel

Wright State University Banner 7.1 7.3 Oct/Nov - 12/7Youngstown State University Banner 7.3

Zane State Community College Jenzabar CX

11/2/2006 7:29 Current SIS Future Plans?Belmont Technical College CAST JenzabarBowling Green

Central Ohio Technical College Jenzabar Datatel - 2/2008Central State University Banner 6.2 7.3 Sept

Cincinnati State Technical and Community College Datatel

Clark State Community College DatatelCleveland State University Peoplesoft

Columbus State Community College DatatelCuyahoga Community College Banner 7.1 7.3 Sept

Edison Community College DatatelHocking College Homegrown Datatel - 2/2007James A. Rhodes State College Banner 7.3Jefferson Community College Banner PowerCampusKent State University Banner 7.3


Early Thoughts On Deployment StrategyEarly Thoughts On Deployment Strategy

Connect to ATC in Connect to ATC in ““BundlesBundles””–– Identify Institutions Far Along on Learning CurveIdentify Institutions Far Along on Learning Curve–– Identify Institutions with Various SISIdentify Institutions with Various SIS–– Identify Institutions with Strong Communities of Identify Institutions with Strong Communities of

Interest Interest -- GeographyGeography

For ExampleFor Example–– Cincinnati, Cincinnati State, Sinclair, Wright StateCincinnati, Cincinnati State, Sinclair, Wright State–– Lorain, Cleveland State, Akron, Kent State, Lorain, Cleveland State, Akron, Kent State,

Toledo, Youngstown StateToledo, Youngstown State


Deployment ConsiderationsDeployment Considerations

Early ActivitiesEarly Activities–– What will your business process be for a What will your business process be for a

student requesting that a transcript be student requesting that a transcript be sent?sent?

–– What will your business process be for What will your business process be for handling an ATChandling an ATC--delivered transcriptdelivered transcript

–– How will you deal with the How will you deal with the ““special special handlinghandling”” courses?courses?


PrePre--Deployment ConsiderationsDeployment Considerations

Must validate interfaces for sending and receiving Must validate interfaces for sending and receiving transcripts during User Acceptance Testtranscripts during User Acceptance TestWill require a Will require a ““finalfinal”” review of the course matches review of the course matches ––what youwhat you’’ll send to the other schools and what ll send to the other schools and what youyou’’ll receive from the other schoolsll receive from the other schools–– Includes OTMIncludes OTM

Administrative roles will need to be addressedAdministrative roles will need to be addressedTrainingTraining


Ongoing CommunicationsOngoing Communications

BiBi--weekly SIS Lead Team Conference weekly SIS Lead Team Conference CallsCalls

Monthly Conference Calls with Monthly Conference Calls with Interested InstitutionsInterested Institutions–– Next Call: November 14, 2006 at 1:00 PMNext Call: November 14, 2006 at 1:00 PM


The Future The Future –– Tool Tool EvolutionEvolution

WhatWhat’’s in the ATC releases?s in the ATC releases?–– Electronic Transcript ExchangeElectronic Transcript Exchange–– TAG Course ArticulationTAG Course Articulation–– Advising ToolsAdvising Tools

What Might the ATC and the Web Services What Might the ATC and the Web Services Platform Allow Us to Do in the Future?Platform Allow Us to Do in the Future?–– Choose one of multiple course matchesChoose one of multiple course matches–– Pass along course catalog informationPass along course catalog information


The DirectionThe Direction

SOA ArchitectureRules and Process Management Software

CampusInterface

Functionality

ArticulationAnd

TransferFunctionality

FutureApplications


Questions?Questions?

Presentation will be posted on Regents web Presentation will be posted on Regents web site in Articulation and Transfer Campus site in Articulation and Transfer Campus NewsNewsDr. Paula ComptonDr. Paula Compton–– [email protected]@regents.state.oh.us–– (614) 466(614) 466--99949994

Jim GinzerJim Ginzer–– [email protected]@regents.state.oh.us–– (614) 752(614) 752--94869486

ThankThank--you!you!

mailto:[email protected]


Backup SlidesBackup Slides


Revised Code 3333.162 Revised Code 3333.162 (H.B. 66)(H.B. 66)

Five faculty panels have been formed Five faculty panels have been formed to write Learning Outcomesto write Learning Outcomes

Structure is in place so far Structure is in place so far –– more to more to comecome

Credit Hours

Quarter Hours

Semester Hours

Lecture Hours Laboratory Hours (if applicable) Pre-Requisites(s) Course work (if applicable) Catalog/Course Description (Includes Course Title and Course #) Texts/Outside Readings/Ancillary Materials Course Objectives and/or Plan of Work (Provide a clear indication of how the course objectives align with the OAN’s learning outcomes. This will facilitate the faculty panel course review process.) Description of Assessment and/or Evaluation of Student Learning Master Syllabi and Working Syllabi (if both are used) Additional Documentation

Course Material Submission Form - 2


How do I name my course material How do I name my course material files?files?

Suppose you submitting data for Rhodes Community College, and yoSuppose you submitting data for Rhodes Community College, and you were u were matching your MATH110 course for OMT005 proposed to be effectivematching your MATH110 course for OMT005 proposed to be effective in the in the 20072007--2008 academic year, the name of the file would be LMTC2008 academic year, the name of the file would be LMTC--20072007--OMT005OMT005--MATH110.MATH110.If two (or more) courses (e.g. MATH110 If two (or more) courses (e.g. MATH110 andand MATH111) are required to fulfill MATH111) are required to fulfill that same OAN, you would submit, LMTCthat same OAN, you would submit, LMTC--20052005--OMT005OMT005--MATH110 as one file MATH110 as one file and LMTCand LMTC--20052005--OMT005OMT005--MATH111 as the other.MATH111 as the other.When two courses are required to satisfy the OAN learning outcomWhen two courses are required to satisfy the OAN learning outcomes, one es, one Course Submission Form should indicate Course Submission Form should indicate ““Course 1 of a 2 Course OAN Course 1 of a 2 Course OAN MatchingMatching”” and the second Course Submission Form should indicate and the second Course Submission Form should indicate ““Course 2 Course 2 of a 2 Course OAN Matchingof a 2 Course OAN Matching”” on page 1 of the form.on page 1 of the form.For multiple courses, For multiple courses, eacheach of which can satisfy a single set of OAN learning of which can satisfy a single set of OAN learning outcomes, the Course Submission Forms should indicate , the Course Submission Forms should indicate ““Course 1 of a 1 Course 1 of a 1 Course OAN MappingCourse OAN Mapping”” for for eacheach course.course.When you are done with your submissions, please send them electrWhen you are done with your submissions, please send them electronically to onically to the Ohio the Ohio Board of Regents at of Regents at [email protected]@regents.state.oh.us so faculty panels so faculty panels can review to them.can review to them.



Sample Course Review Sample Course Review TimeframesTimeframes

If a new course has been matched to the learning outcomes, If a new course has been matched to the learning outcomes, the new course will have to be approved according to the the new course will have to be approved according to the timeframes below:timeframes below:Quarter InstitutionQuarter Institution

Summer Summer Autumn Autumn Winter Winter Spring Spring

Course Course Material Material Submitted for Submitted for Review Review

ByBy6/1 6/1

ByBy8/15 8/15

ByBy1/1 1/1

By By 3/13/1

Faculty Panel Faculty Panel Reviews Reviews Completed Completed

ByBy8/1 8/1

ByBy12/31 12/31

By By 2/28 2/28

By By 5/31 5/31


Sample Course Review Sample Course Review TimeframesTimeframes

If a new course has been matched to the learning outcomes, If a new course has been matched to the learning outcomes, the new course will have to be approved according to the the new course will have to be approved according to the timeframes below:timeframes below:Semester InstitutionSemester Institution

Summer Summer Autumn Autumn Spring Spring

Course Course Material Material Submitted for Submitted for Review Review

ByBy6/1 6/1

ByBy8/15 8/15

By By 1/11/1

Faculty Panel Faculty Panel Reviews Reviews Completed Completed

ByBy8/1 8/1

ByBy12/31 12/31

By By 5/31 5/31

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Articulation and Transfer Program Updateregents.ohio.gov/transfer/presentations/20061102...

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