1. Copyright Kent Kuo and Brad Harding 2006. This work is the intellectual property of the authors. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the authors. To disseminate otherwise or to republish requires written permission from the authors.

2. Conference: Educause Western Regional Grand Hyatt, San Francisco April 26, 2006 Speakers: Kent Kuo University Registrar & Associate CIO Brad Harding SIS Manager Bootstrapping a Digital Campus: Establishing Online Student Services at UC Merced

3. Fall 2005 - Spring 2006 First UC Research One Institution since 1965 Undergraduate/Graduate Programs Number of Students: 875 Number of Faculty/Staff: ~450 Number of Existing Buildings: 7 Number of New Buildings in Process: 2+ On Campus Residential Housing for ~600 students Adding another ~400 student housing for Fall 2007 U.C. Merced’s Characteristics Opened: September 6, 2005

5. We Are The Bobcats!! Mighty, Mighty Bobcats!!

6. IBM PC Macintosh UCD Central Account Management Development Transaction Processing DSS Web Server Citrix Winframe Servers (8) Development Production DSS Web Server DSS Development DSS Production Citrix Winframe Servers (2) Development Production DSS RSVP Touchtone Registration Payroll System Corporate Databases UC Office of the President Citrix Winframe Server (1) Email Servers Web Servers AFS Servers DNS Servers Departmental LAN Internet Proposed Alumni Development System Payroll/Personnel System Banner Student Information System DaFIS Instructional Workload System Campus Infrastructure Systems Data Steward:Student Affairs Offices Developed by: IT/SCT Corp. Maintained by:IT Data Steward:Payroll/A&FS Developed by: UCOP/IT Maintained by:UCOP/IT Data Steward:P&B Developed by: P&B Maintained by:P&B Data Steward: University Relations Developed by: Legacy system developed by UR; Proposed system developed by UR/contractor, project mgmt by IT Maintained by:IT Data Steward:Accounting & Financial Svcs Developed by: AMS & A&FS Maintained by:A&FS Application Systems Architecture Internet Server Production as of June 22, 1998 Legend: AFS: Andrew File System DNS: Domain Name Service DSS: Decision Support System : Database Server

7. Initial Reaction

8. 11 th Commandment Thou Shalt Simplify!!

9. Start with One System Student Information System Mission critical application (Tier 1) Function rich with modules in admissions, registration, grades, financial aid, accounting, etc. Web-based access to review and update data Important integration links to other systems

10. Start with One System Online Self Service (All Real Time Functions) Checking Admissions Requirements & Status Financial Aid Requirements & Awards Registration Grades Updating Addresses, Email, Emergency Contacts Graduate Application

11. Best in Class Housing Management System Tier 2 application – is fed from or feeds a Tier 1 mission critical application Has the best match of functionality and technological innovation The process is time sensitive Ensure central biodemo feeds are consistent

12. Identity Management Key to integration architecture Enabled our authentication architecture Came up in phases during 2005 Built all of our application systems to utilize IDM

13. Banner SIS Identity Management Payroll/Personnel System (UCLA) Other Systems of Record Identity Management 1) Create a single repository containing users and their roles Faculty Staff Student Applicant Affiliate Alumni

14. Banner SIS Identity Management Payroll/Personnel System (UCLA) Other Systems of Record Identity Management Other Applications Requiring User Information Campus Card 2) Enable UC Merced systems and applications to acquire critical information about users

15. Banner SIS Identity Management Payroll/Personnel System (UCLA) Other Systems of Record Other Applications Requiring Authentication Identity Management Other Applications Requiring User Information LDAP Directory Student Self Service site Portal Campus Card 3) Provide all UC Merced users with a single username and password that can be used for authentication and authorization

16. Identity Management Benefits from Student Systems perspective: Eliminates the need to create multiple point- to-point interfaces between SIS and other systems that need student information Provides a single username/password for accessing all online student services

17. Cashiering System Implemented by UCM Business and Finance Dept. Added homegrown web interfaces for students EPay – Online payment site for students EBill – Online bill for students SIS integration – payments made in Cashiering need to be posted to SIS

18. Cashiering/SIS Integration EPay SIS Applicant pays SIR deposit Post of payment via daily batch file Student record created Three day timeframe to post payments, creates excessive delays for new students to access to online student services such as: Course registration Housing application Portal access 3 day delay

19. Cashiering/SIS Integration Post of payment via HTTP request/response Explored the real-time posting of payment to reduce delay factor Initially tried web services approach Encountered interoperability problems Platform differences: EPay NET-based, SIS J2EE-based Settled on simpler approach: HTTP request/response EPay SIS Applicant pays SIR deposit Student record created Real-Time Update

20. Cashiering/SIS Integration Improvement Enabled immediate capability to register for courses when committed to the institution Outstanding Did not eliminate downstream delays in communicating new status to other systems like Identity Management, Housing, Campus Card

21. Single Campus Card Project (CatCard) Multi-function card: Building/Room Access Student ID card Campus dining Library card Copy card/Computer lab printing Washer/Dryers Vending machines Bookstore charges Off-campus charges (Taco Bell, McDonalds, etc).

22. RFID & Privacy in the Information Age RFID Size/Scope Library Classroom Building Thermal Plant Recreation & Wellness Center Engineering Building Lake Yosemite Park Housing & Dining

23. RFID & Privacy in the Information Age Campus (Cat) Card System Campus Card Application Framework Tier 1 Systems: Banner SIS, Payroll Identity Management System Campus Cat Card System Library System Bookstore POS Servers Cashier Outside Campus Network Micros POS Servers Non-Micros POS Cash Registers Micros POS Cash Registers Encrypted XML Inside Campus Network Washer/ Dryers Vending Machines Copiers/ Printers

24. UC Merced: Member Institution Went LIVE: September 6, 2005 Utilized Course Management System functionality Deployed grade posting/harvesting Added mid-semester grade posting Accessible through campus portal Sakai @ UC Merced

26. Sakai/SIS Integration Integration is via database views between the Sakai and SIS databases. SIS supplies Sakai with course and roster information. Sakai provides grade information to the SIS system. Sakai @ UC Merced

27. Where we are: Database Links/Views Point to Point (https request/response) Real-Time Integration Approaches Where we are going: Web Services Message Broker

28. Success Factors Start with one mission critical application Buy “Best of Class” solutions Implement Identity Management/LDAP authentication Exploit the Portal Focus on key integrations that improve the student experience

29. Q&A Kent Kuo University Registrar & Associate CIO University of California, Merced kkuo@ucmerced.edu Brad Harding Student Information Systems Manager University of California, Merced bharding@ucmerced.edu