David K. Moldoff PESC Director & Founder and CEO AcademyOne, Inc. USA

1. David K. Moldoff PESC Director & Founder and CEOAcademyOne, Inc.USA AcademyOne

2. Agenda • Context of my Remarks • Student Mobility and Standards • PESC Mission and Governance • Standards Forum for Education • SIFA and PESC • Workgroup Process • XML Registry & Repository

3. Context of my remarks • United States4,000 institutions, 9,000 campuses, $370B, 3%GDP17.5 million FTE student attending postsecondary60% transfer at least once1.5 million study abroad • Student Mobility and Academic Credit PortabilityBarriers, Funding Public/Private, Governance Institutional coordination and collaborationThe legacy of Academic Freedom

4. Student Need Standards are needed to access SIS and let the student access their course history

5. Find accurate transfer information Standards involve alignment of content for the purpose of helping make a system transparent

6. Standard course learning outcomespublished as a curriculum model for Institutions to align their course instruction

7. Evaluating Courses Standards in this case covers how faculty, departments and academics view and evaluate course delivery, content, rigor, amount of instruction, etc…

8. Ability to View Details Removing the subjectivity and confusion

9. Recording a Decision Process and Semantics are part systematizing data to enable alignment – thru input, output, methods of use and display

10. Tracking Decisions Community agreement, discourse and communication are part of developing standards

11. Requesting Opinions

12. Access for Students - Search

13. Display Course Equivalencies

14. Import Course History A standard PESC web service call to request the transcript history

15. Request Transfer Planning Guide Request a service from an institution to provide a degree audit progress guide comparing my course work with the program requirements – this involves a web service, data request and result set

16. Transfer Planning Guide (Degree Audit) Result is then shown in a standard UI with common semantics, content, format, controls

17. Context of my remarks • StandardsSemantics, Protocol, Inputs, Outputs, Methods • Integration Visual, Business Process, Data ExchangeTightly or Loosely CoupledInside and Outside the Enterprise • InteroperabilityTransparent, Plug & Play infrastructureInside and Outside the Enterprise

18. Examples • StandardsDictionary, Handshake, Goals, Outcomes, Communication • Integration Portal, Middleware to transform data across componentsWorkflow, Content Management, Document Management • InteroperabilityeTranscripts, Common Applications, Enrollment Verification, Credential Verification

19. Student Mobility • Bridging Organization StructuresInstitutions, Social or Governmental RegionsPolicies and Procedures • Credentials, Trust, Respect Perception versus Reality, Systematic or SubjectiveValidating identity • Equivalent or ComparableRigor, Content, Length of Study, OutcomesHow does prior course work articulate?

20. How is AcademyOne using Standards? Student Curriculum

21. Mission and Governance • The PESC Mission Established in 1997 and located in Washington, D.C., the Postsecondary Electronic Standards Council (PESC) is a non-profit, community-based, umbrella association of colleges and universities; professional and commercial organizations; data, software and service providers; and state and federal government agencies. PESC’s mission is to lead the establishment and adoption of data exchange standards across higher education. The goals of the mission are to enable the improvement of institutional performance and foster collaboration across educational communities in order to lower costs, improve service, and attain system interoperability.

22. Mission and Governance Marketing and Adoption Sustainability Board of Directors Standards Forum Change Control Board Technical Advisory Board Steering Committee Workgroups National Test Score Report Admission Application Online Loan Counseling Course Inventory Data Transport Student Aid Inquiry Degree Audit Taxonomy High SchoolTranscript College Transcript

23. Mission and Governance • Evolution • 80 Members and Affiliates • Significant Adoption across North America • Formal Policies and Procedures • 5 Standards Approved(High School Transcript, College Transcript, Common Record: CommonLine (CRC), Data Transport Standard (DTS), Online Loan Counseling • 4 “Standards” in Process (Student Aid Inquiry, Admission Application, National Test Score Report, Course Inventory)

24. Standards Forum for Education • Operationally • “Candidates” for standards are proposed, developed, and processed uniformly • Governed by Steering Committee Oversight • Multiple Workgroups are chaired by representatives of the community of interest – usually two

25. SIFA and PESC pK12 higher education SIFA – SIF Specification PESC - Standards Jointly Developed SIFA Developed PESC Developed

26. Standards Forum for Education • Policies and Procedures • Developed and released March 2005 • Focus is on collaboration, submission, approval, and change control • Includes: • Workgroup creation and Standards Process • PESC Guidelines for XML Architecture and Data Modeling • Users Guide for XML Registry and Repository for the Education Community

27. Step 2: Workgroup Formed – Submission Development Step 3: Completed Candidate Proposed Approved? Step 1: Request Made – Letter of Intent The Process Review by SAB & Steering Committee Approved? Workgroup Formed – Candidate Developed N Change Control Board Review Y Returned for additional information Y N Notification to Steering Committee Returned with Explanation Step 5: PESC Membership Vote Approved? Step 4: Public Comment PESC Membership vote N Returned with Explanation Y Step 6:Ratification

28. XML Registry and Repository for the Education Community • Developed and owned by US DOE.FSA • Administered by PESC • Stores PESC approved standards in the form of aDATA DICTIONARY XML Registry & Repository

29. XML Registry & Repository • Core Components • “Simple” root data elements • “Core Main” data dictionary with simple components/elements • “Sector” libraries allow standards to evolve from various versions supported by different vendors or organizations • “Complex” core components/elements, the grouping of several simple core components/elements, follow the same methodology

30. Closing Remarks • Standards is about process, data, community, coordination, compromise, documenting differences and comparables to facilitate systematic interactions that simplify our efforts inside and outside the enterprise

31. AcademyOne David K. MoldoffPresident and CEO 601 Willowbrook LaneWest Chester, PA 19382 www.academyone.com 610-436-5680 ext 301dmoldoff@academyone.com David K. MoldoffPESC Director 1250 Connecticut Avenue NW, Suite 200Washington DC 20036 www.PESC.org 202-261-6516

32. AcademyOne’s 50,000 foot vision College Transfer of Credit Dual Enrollment Articulation Agreements Academic Planning & Curriculum Alignment Academic Advising & Student Transition Study Abroad & Student Exchange

33. Reactive Capability Maturity Model Focuses on the institutional capability Academic Alignment Seamless Transition Prospective Degree Audit What if - How will my courses articulate? 5% Data driven requirements eTranscript 25% Reduce paperwork Level of Difficulty Slow adoption curve Course Equivalency Matrix 50% Course to Course Does not reveal how courses articulate to a major Transfer Evaluation 100% Degree/Majors Rules After enrollment decision

34. Proactive Capability Maturity Model Focuses on the state capability On-Demand Advising Progressive Review Open Sharing State-wide Academic Pathways AcademicCoordination 10% Perspectives EstablishingAcademic Pathways 20% Dual Enrollment Level of Difficulty Need trust, respect State-widealign Gen Ed 40% Transfer Articulation Need disciplined and systematic review State-wideArticulation Agreements 90% Degree/Majors Rules 2-4 Year focus and completion rates