The Functional to Technical Overview of Implementing Electronic
The Functional to Technical Overview of Implementing Electronic Data Exchange Date: Tuesday July 16, 2013 9:15 am - 10:30 pm Salon 1 Session ID: 1556 Jerald Bracken Software Engineer Brigham Young University [email protected]
Doug Holmes Programmer Analyst III Ontario Universities Application Centre [email protected] 1 This Session is brought to you by the AACRAO SPEEDE Committee http://aacrao.org/About-AACRAO/committees/speede.aspx http://www.pesc.org SPEEDE A Professional Development Committee of the American Association of Collegiate Registrars and Admissions Officers
AACRAO Implementing Electronic Data Exchange (EDX) Computer-to-computer exchange of standardized business documents An electronic replacement for Mail Fax Courier Eliminates or reduces
Fraud Delays Re-keying of Data Errors (both in keying and interpretation) 3 Resources AACRAO SPEEDE Committee http://aacrao.org/About-AACRAO/committees/speede.aspx Who is doing EDX (EDI or XML) SPEEDE State Contacts
SPEEDE State Status SPEEDE-L Listserv Other SPEEDE Resources SPEEDE Committee Members Postsecondary Electronic Standards Council http://www.pesc.org Implementation Guides (Standards & Info) EDI & XML XML Schemas Crosswalk of Institutional Codes
4 Resources (continued) Electronic Data Exchange Primer AACRAO Publication Written by the AACRAO SPEEDE Committee Addresses the most commonly asked questions regarding electronic data exchanges, including matters relating to both traditional EDI standards and contemporary XML data standards UT Austin Server - http://registrar.utexas.edu/speede/ You are here Implementing Electronic Data Exchange (EDX)
Student Data EDX Transcripts Transcript Request and Tracking Printed Transcripts Print Transcripts
Fraudulent Transcripts XML or EDI Format PDF Transcripts Transcript Servers Postal Postal Service
Service PDF Agents Acknowledgements Print Transcript Scan, Data Enter, & Evaluate Transcript Process XML or EDI Student
Data Lessons: 1. We now have it within our power to completely eradicate fraudulent transcripts (using combination of EDX & PDF). 2. EDX & PDF Transcripts are no harder to implement than printing transcripts was originally. It is just a different Format. 3. The facility to send and receive EDX & PDF transcripts already exists within many student systems. 4. The facility to automatically process EDX transcripts already exists within many student systems. EDI Format Delimited like a CSV file
Named Segments Mixture of Optional and Required fields and segments Multiple Occurring and Nested Segments EDI Format (continued) full Delimiter 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 Eng Economics; 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 i.e. Optional Fields Segment Terminator EDI Format (continued)
full TS130 Implementation Guide EDI Format (continued) EDI Format (continued) Common Formatting Questions: Transmission Segments & Fields Institution IDs
Transcript Legend XML Format full ... Tags 1999-06SM99Quarter
COMMUNICATIONS I End Tags ... XML Format Implementation Guide XML Format Implementation Guide EDI & XML Formats Compared:
EDI Terse Positional Delimited Requires an IG to read Closed standard No New Development
XML Verbose Named fields IG useful but not required to read Schema controlled Open standard Parsing tools readily available Go
Active Development The Role of Acknowledgements TS 997 Functional Acknowledgement TS 131 Transcript Acknowledgement XML Transcript Acknowledgement Tools Translation Software? Bridges the gap between EDX and your Application Software Translates transactions in/out of EDI format Provides the electronic envelope
Provides Transmission Capability Manages EDX Documents Receives/Reconciles Acknowledgments Reports Archiving Tools EDX Translation Software EDI Smart integrated into Banner, but can be used with other SISs
PeopleSoft (partially integrated) Inovis (TrustedLink) Standalone, EDI only 1 EDI Source Standalone, EDI/XML UT Austin (Quick N Easy Software) Tools XML Parsing and Schema Validation? XML & XML Schema Editors LiquidXML Altova XML Spy IDEs IntelliJ, NetBeans, etc. CSS
XSLT Tools EDI to XML and XML to EDI Software Identify Trading Partners Top 10 Feeder Schools Regional Project UT Austin Server Registrant Table AACRAO Activity List State EDX Status Report and Contact Report 23
Trading Partner Agreements? Agree that document is official Define the decision making process Determine which version should be used Identify problem resolution Include Mapping Issues specific to the trading partners involved List version, protocol, security, etc. used 24 Security Issues
Authentication Acknowledgements (131s, 997s, and XML Responses) Identify process for reconciling your transcripts Site Security Privacy Encryption Acronyms & Terms: ANSI American National Standards Institute X12 ANSI Committee responsible for electronic data standards it comes after X11
EDI Electronic Data Interchange AACRAO American Association of Collegiate Registrars and Admissions Officers SPEEDE Standardization of Postsecondary Education Electronic Data Exchange both an AACRAO committee and the standards the committee created EXPRESS EXchange of Permanent Records Electronically for Students and Schools Secondary school data SIF Schools Interoperability Framework Secondary school data 26 Acronyms & Terms (continued):
PESC Postsecondary Electronic Standards Council XML eXtensible Mark-up Language XSD XML Schema Definition Core Lib Base Lib used by PESC XML Schemas Sector Lib Local Lib used by a specific PESC XML Schema PDF Portable Document Format FDF Forms Data Format EDX Electronic Data Exchange of EDI and XML Standards 27
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