eTranscript Integration with Parchment Michelle Heiny University of Northern Colorado Stacy Sharp University of Northern Colorado Erin Elliott Parchment Solution Engineer RMACRAO Annual Meeting 2015 ID: 360365
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Ellucian
eTranscript Integration with Parchment
Michelle Heiny – University of Northern ColoradoStacy Sharp – University of Northern ColoradoErin Elliott – Parchment Solution Engineer
RMACRAO Annual Meeting 2015
Colorado Springs, ColoradoJuly 16, 2015Slide2
Located in Greeley, ColoradoFounded in 1889
Offering over 100 undergraduate and 100 graduate programsSpring 2015 enrollment: 8,847 undergraduates, 2,443 graduate students 83% of undergraduates are fulltime students
First Generation: 33% of undergraduates are the first in their family to attend college Spring 2015: 1162 undergraduates graduatedFall 2014: 583 undergraduates graduatedAbout UNCSlide3
Banner eTranscript
User GuideCommon Matching Rules - GORCMRLTranscript Type Rules – SHATPRT
eTranscript Rules – SHRTETCeTranscript Administrator Configuration - SHAETADeTranscript PDF Printer Rule – SHRPDFTBANNER Set UpSlide4
Common Matching Rules
When deciding on Common Matching Rules, keep in mind FERPA rules and any internal policiesSelect items to be matched; select length; Match on Null Data set to NO
GORCMRLSlide5
GORCMRLSlide6
Transcript Type Rules
User Defined Extensions must be checked for Official Transcript to ensure that semester totals print on eTranscripts.
SHATPRTSlide7
SHATPRTSlide8
eTranscript
RuleProcessing Rules – Common Matching Rule (Matching Source GORCMRL)Delivery Types – PESC Format and Banner Output Type – must be set to pdf for Electronic PESC Delivery Method
Levels – Third Party Transcript Type – Complete Banner Level – determined by institutionHold for Degree or Grades – Dates are determined by institution for releaseSHRTETCSlide9
SHRTETCSlide10
SHRTETCSlide11
SHRTETCSlide12
Transcript Administrator Configuration
During testing phase, the cloud will be the test cloud. During migration to production, you will need to make sure the URL is pointing to the production cloud. SHAETADSlide13
SHAETADSlide14
eTranscript PDF Printer Rule
All formatting of eTranscripts use XSL Stylesheet. Evisions’ FormFusion
tool is not used with eTranscriptsSHRPDFTSlide15
SHRPDFTSlide16Slide17
Must have Banner Student 8.6.2 installed as a minimum
Several Patches released with Banner Student 8.7.2 – Highly recommend to install all patchesBanner Student 8.7 has other prerequisites\impacts (Banner General, Web Tailor and Web General all need to be at 8.7)
XE Technology DBEU needs to be in place (Database Extension Utility)Primary impact is on ODS (Operational Data Store.) XE technology requires Banner ODS Preprocessor installationBANNER RequirementSlide18
Process FlowSlide19
Parchment Administrative Site
Self Registration SettingsStorefront Editor
School SettingsEmail EditorProducts EditorParchment Set UpSlide20
Test each transcript type:
eTranscript, Paper Mailed, Paper PickupTest Single Sign On through student portal and Self Registration through Parchment siteIn Network – delivered directly to other institutions using Parchment
Out of Network – delivered to any destination via email or paperHold for Grades/DegreeAttachmentsHolds on student accountsTestingSlide21
TestingSlide22
Parchment supports working with legacy records a number of ways
Legacy student’s hard copy transcripts are imaged in Xtender (document imaging system) in pdf formatTo identify the legacy students a hold must be created in Banner
Creating a hold will prompt manual intervention before transcript can be deliveredDocuments must be uploaded to Parchment in the tiff formAdobe Photoshop is used to create tiffLegacy TranscriptsSlide23
Legacy StudentsSlide24
Created a Logo to highlight our new product
Communicated with campus via student portal, faculty/staff email and campus notification systemKiosk created within the Office of the Registrar to assist walk in students
MarketingSlide25
Example of Student Portal Link to Parchment Storefront (SSO)
Active Student OrderingSlide26
Inactive Student OrderingSlide27
Michelle Heiny – michelle.heiny@unco.edu
Stacy Sharp – stacy.sharp@unco.eduErin Elliot – eelliott@parchment.comThank You!