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Show Me the Money The Costs and Cost Benefits of Electronic Transcripts RMACRAO Annual Meeting Friday, July 18, 2014 Susan Dorsey University of Colorado Boulder SPEEDE Committee Member
Transcript
Page 1: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Show Me the Money The Costs and Cost Benefits of Electronic Transcripts

RMACRAO Annual MeetingFriday, July 18, 2014

Susan DorseyUniversity of Colorado BoulderSPEEDE Committee Member

Page 2: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

What are electronic transcripts?Costs/investmentsCost benefitsCase studiesCost worksheetNot a how-to-implement session

Session Overview

Page 3: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE
Page 4: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

What is EDX?

Electronic Data eXchangeSpeak the same language to

exchange student dataStandards

Page 5: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Three forms of electronic transcripts: PDF (Portable Document Format)

An image or picture of the transcript EDI (Electronic Data Interchange)

Flat-file, delimited data file similar to a .csv XML (eXtensible Markup Language)

Newer more verbose data file with tags that identify the data elements that are passed

Electronic Transcripts

Page 6: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Methods of Transmission

Email – Quick, but not very secureSFTP –Secure File Transfer Protocol

directly from institution to institutionVendor networks – Network of

institutions trading through a particular vendor

Page 7: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Sample PDF Transcript

Page 8: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Fairly quick and easy implementation Assistance from variety of vendors Requires little technical knowledge Create the same look as official paper transcript,

complete with colors, images, backgrounds, and watermarks Quickly and affordably deliver transcripts to

students, alumni, other institutions, employersWidely-accepted format PDF option makes customers happy

PDF Benefits

Page 9: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

SES|200507|1|||Fall 2005;SUM|U|4|N|||1|||3.33;CRS|R|U||1|01|B+||||82|0014.000|3.33||CECN|801|Principles of EngEconomics;SES|200601|1|||Winter 2006;SUM|U|U|N|||1|||3.67;CRS|R|U||1|01|A-||||||3.67||CVL|425|Hydrology and Hydraulic Eng;SES|200609|1|||Fall 2006;SUM|U|U|N|||1|||3.67;CRS|R|U||1|01|A-||||||3.67||CVL|324|Geotech Properties of Soil I;

Named Segment

Empty (Optional Fields)

Segment Terminator

Delimiter

Sample EDI Transcript

Page 10: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Easy to program for IT staff (basically a .csv file) Implementation can be done in a few weeks

using internal IT staff Assistance from some vendors Assistance from SPEEDE committee members Quickly and affordably deliver transcripts to

other institutions that accept EDI Building EDI network means much lower costs

to receive transcripts than PDF or paper Currently more widely-accepted than XML for

transcript exchange

EDI Benefits

Page 11: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Sample XML Transcript<AcademicRecord>

. . .<AcademicSession>

<AcademicSessionDetail><SessionDesignator>1999-06</SessionDesignator><SessionName>SM99</SessionName><SessionType>Quarter</SessionType>

</AcademicSessionDetail><Course>

<CourseCreditBasis>Regular</CourseCreditBasis><CourseCreditUnits>Quarter</CourseCreditUnits><CourseCreditLevel>Undergraduate</CourseCreditLevel><CourseCreditValue>4</CourseCreditValue><CourseCreditEarned>0</CourseCreditEarned><CourseAcademicGradeScaleCode>511</CourseAcademicGradeScaleCode><CourseAcademicGrade>S</CourseAcademicGrade><CourseCIPCode>230401</CourseCIPCode><CourseQualityPointsEarned>0</CourseQualityPointsEarned><CourseLevel>LowerDivision</CourseLevel><CourseSubjectAbbreviation>COMM</CourseSubjectAbbreviation><CourseNumber>121</CourseNumber><CourseTitle>COMMUNICATIONS I</CourseTitle>

</Course>. . .

</AcademicSession>

Tags

End Tags

Data

Page 12: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

IT staff probably already know XML Implementation can be done in a few weeks using

internal IT staff Assistance from some vendors Assistance from SPEEDE committee members Quickly and affordably deliver transcripts to other

institutions that accept XML Building XML network means much lower costs to

receive transcripts than PDF or paper More commonly-used format than EDI outside of

transcript exchange Wave of the future

XML Benefits

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Receiving • XML electronic transcript data• Automated load into SIS• Automated load into imaging

Sending• Automated processing of request• Automated send process• To institutions: XML electronic transcript data• To individuals, employers, etc: PDF

EDX in My Perfect World

Page 14: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Receiving • Paper, PDF, EDI, XML• Printing electronic transcripts!• Manual/OCR/auto load into SIS• Manual/auto load into imaging

Sending• Manual/automated processing of request• Manual/automated send process • To institutions: paper, PDF, EDI, XML• To individuals, employers, etc: paper, PDF

EDX in the Real World

Page 15: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Start internally• Senders and receivers

Connect locally• Primary trading partners• University system• Community colleges• High schools

Choose a format together• Best to start somewhere than to wait• Can translate later

Other institutions are extra credit!

Creating My Perfect World

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Project costs• Research, consensus, RFPs, etc.• Consulting

Implementation costs• Programming• Servers, apps, etc.• Outsource to vendors• Consulting

Training

Costs to Implement

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The vendor list is always changing, but some we have worked with include: AMCAS with XML Header Credentials eSCRIP-SAFE eTranscriptCA (Xap) – California Community

Colleges Joint Services Transcripts (JST) National Student Clearinghouse (NSC) National Transcript Center Parchment (formerly Avow and Docufide)

e-Transcript Vendors

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Sending• Labor • Printing costs• Mailing costs• Folding/stuffing machines• Or cost to outsource printing, stuffing,

mailing

Transcript Costs

Page 19: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Sending• Labor reduction• Printing costs• Mailing costs Sending costs• Folding/stuffing machines• Outsourcing lower cost services: Order processing and electronic

sending

EDX Cost Benefits

Page 20: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Receiving• Labor/data entry• Data entry errors • Response time First institution to respond wins!

Transcript Costs

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Receiving• Labor/data entry• Cost of errors Troubleshooting• Faster response time • Advising

• BYU saved 10% of students transferring which meant 500 additional students admitted/year

EDX Cost Benefits

Page 22: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Reputation• Customer service Delivery time Charges/fees Service expectations

• Fraud What is the cost to your institution of one

fraudulent transcript? • Data entry errors What is the cost of data entry errors?

• Leadership Perceived as behind the times

Transcript Costs

Page 23: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Reputation• Customer service Fastest delivery Reduce charges/fees Current, competitive services

• Fraud• Data entry errors• Leadership Reputation as a leading institution Increased donors

EDX Cost Benefits

Page 24: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

How long does it take to process the same volume with paper?

Transcript Load Download Freq Download Time Processing TimeHigh School** 200-700 / week 3-4 / week 5-10 minutes 2.5-4 hoursCollege* 3-10 / week 3-4 / week 5-10 minutes 1 hour / batch

Estimated Cost:

Transcript Load Download Freq Download Time Processing TimeHigh School** 10-30 / week 1-2 / week 5-10 minutes 30 minutesCollege* 0-2 / week 1-2 / week 5-10 minutes 1 hour / batch

NON-PEAK

Transcript Hours Required Student Assistant Cost Staff CostHigh School** 609 Hours / Year $6,090 $12,180College* 269 Hours / Year $2,690 $5.380Total 878 Hours / Year $8,780 $17,560

* College Transcripts are turned into OCR Templates and data extracted.** Average Volume at SFSU is 5500 PDF High School Transcripts a year. 36k FTF/LD Apps (15%), 21K Admitted, 4700 Attend

PDF Processing Time

How much time does it take to process over a year with PDF?

Page 25: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

• Admissions incoming Vendor-supported exchange via ParchmentThird-party vendorsCommon AppEmailed from official HS addressesMajority now PDF over paperEDX in the works due to recent community

college agreement

Admissions questions: [email protected]

CU-Boulder PDF Transcripts

Page 26: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

• Office of the Registrar outgoingOfficial transcript

• Order online via Parchment• Within 30 minutes – 24 x 7 x 365 • Expires in 30 days• Can print, save, forward• $12

Unofficial transcript• Self-service through student portal• Instantaneous• No expiration• Can print, save, forward• Free

CU-Boulder PDF Transcripts

Page 27: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

• PDF vs Paper: PDF fastest official transcriptPaper official transcripts are free

• Additional charges for rush and Fedex service• Thus PDF is cheaper rush optionFee discrepancy due to historical student

fee that covers lifetime paper transcripts• Working to charge for paper, making

PDF transcripts the cheaper option

CU-Boulder Official Transcripts

Page 28: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Cost Analysis Spreadsheet• If you want to participate, give me your

name, email, institution• Send your feedback, so we can

improve the spreadsheet for everyone• Sharing your data means we can have

case studies for others to learn from Send completed spreadsheet to

[email protected]

Spreadsheet Demo

Page 29: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

RMACRAO 2014 The Functional to Technical Overview of Implementing Electronic

Data Exchange Show Me the Money – Costs/Benefits of Electronic Exchange of

Student TranscriptsSACRAO 2015 The Developer’s (Functional to Technical) Overview of Implementing

Electronic Data Exchange Tools to Successfully Implement Electronic Transcript Exchange The Latest in the Secure Electronic Exchange of PDF Student

Transcripts Show Me the Money – Costs/Benefits of Electronic Exchange of

Student Transcripts Possibly: Electronic Student Transcript Exchanges That Really Work

AACRAO 2015Webinars TBD

Other SPEEDE Sessions

Page 30: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

What’s Happening in Your State/Region? www.aacrao.org/home/about/committees/aacr

ao-speede-committee/state-status-on-speede

State Contact List: www.aacrao.org/home/about/committees/aacr

ao-speede-committee/speede-state-contacts

Resources

Page 31: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

Susan DorseyUniversity of Colorado BoulderAssistant Registrar for Enrollment [email protected]

SPEEDE Committee:[email protected]

SPEEDE Discussion List:[email protected]

SPEEDE Webpage:www.aacrao.org/About-AACRAO/committees/speede.aspx

PESC Website:www.pesc.org

Resources

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Questions?

Page 33: Show Me the Money RMACRAO 2014-006 staff probably already know XML Implementation can be done in a few weeks using internal IT staff Assistance from some vendors Assistance from SPEEDE

July 23, 2014SPEEDE – A Professional Development Committee of AACRAOAmerican Association of Collegiate Registrars and Admissions Officers

AACRAO SPEEDE Committee

Thank you!


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