1. KS ENR Functional Training Module 3: Understanding Courses and Course Offerings

2. ... to the third of six (6) functional training modules on KS Enrollment For the most current information and details, please visit KS ENR Functional TrainingKS ENR Functional Training 2 Welcome …. #ModuleOrientationFollow-up 1Understanding KS Enrollment10/19/1110/27/11 2Understanding the Enrollment Environment11/2/1111/10/11 3Understanding Courses and Course Offerings11/30/1112/8/11 4Understanding Programs and Program Offerings12/14/11— Modules 1 – 4 Recap—1/11/12 5Understanding Cross-Cutting Concepts1/25/122/2/12 6Understanding Academic Planning2/8/122/16/12

3. For agenda details, presenter contact information and supporting materials, please visit Module 3 - Understanding Courses and Course Offerings 3 Topics and Presenters ItemPresenterProject Role Welcome and ContextCarol BershadAnalysis Team, Lead KS Product Manager Course Offering Concepts and Terminology Wireframes Services Bob Jansson Kristina Batiste Cathy Dew Analysis Team, SME UX Team, Designer Services Team, Lead Course Registration Concepts and Terminology Wireframes Services Hugh Parker Kristina Batiste Cathy Dew Analysis Team, BA UX Team, Designer Services Team, Lead Course Assessment Concepts and Terminology Wireframes Services Mike Huynh Kristina Batiste Cathy Dew Analysis Team, BA UX Team, Designer Services Team, Lead Wrap UpCarol BershadAnalysis Team, Lead KS Product Manager FacilitatorDan SymondsAnalysis Team, SME Logistics CoordinatorCheryl MedleyProject Mgmt Coordinator Critical ObserverRuth SchleiferAnalysis Team, BA

4.  Overall Training Objective:: To equip participants with a solid understanding of the functional framework of the KS Enrollment Module and the associated business artifacts as they currently exist.  Module 3 Objectives:: To provide a more in-depth understanding of the following functional areas of KS ENR, including key concepts and terminology and the status of all related analysis and design artifacts (i.e., requirements, service contracts and wireframes)  “Course Offerings”  “Course Registration”  “Course Assessment” 4 Objectives and Expectations You are HERE We are HERE Where we all WANT TO BE “Teaching you to fish” “Pulling you up”

5. Offer Courses Register for Courses Grade Courses Enroll in Programs Assess Progress in Programs Explore Programs Plan Programs Offer Programs Setup the Environment Set up Users Student FacingInstitution Facing Manage Info and Preferences Holds Exemptions Academic Record KS Enrollment KS Curriculum Management UW My Plan KS Accounts 3.Course Offering 4.Course Registration 6.Program Offering 9.Academic Planning 7.Program Enrollment 1. Setup 2.People and Permissions 8.Program Assessment 5.Course Assessment 10.Academic Record XCutting KS Scheduling KS Program Audit

6. Kuali is like a Jelly Doughnut. You don’t really know what it’s about until you bite into it. And then, just when you decide it’s good, you drop a big blob of jelly on your best t-shirt.

7. Courses and Course Offering

8. In the beginning was the CLU And the CLU was good! 8 Course Offering: The Creation Process

9. 9 So, what is a “CLU” anyway, and why should I care? CLU = Canonical Learning Unit In the COURSE context:  Approved Courses  Formats and Activities  Course Attributes  Course Rules Course Offering: Blueprint of a Course ENGL 101: Academic Writing Canonical

10. 10 Course Format  An approved configuration of a course  Courses can have multiple Formats  Formats can have multiple Activities Course Offering: Blueprint of a Course ENGL 101: Academic Writing Canonical Format 1Format 2 (On-line) Lecture LectureDiscussion Course Activities  The activity through which learning is imparted to the student

11. 11 Course Offering: Blueprint of a Course ENGL 101: Academic Writing (On-line) Lecture LectureDiscussion ENGL 101: Academic Writing Instance Canonical Format 1Format 2 Course Offering  Is an instance of a CLU  Is associated with a Academic Time Period  Is what a Student Registers for  Inherits some Attributes from the CLU (e.g., course number)  Has its own additional Attributes (e.g., seat count)  Inherits some Rules from the CLU (e.g., pre-requisites)  Has its own additional Rules (e.g., restrictions)

12. Lecture 2 MW 12PM-1PM 304 DEN Hall 12 Course Offerings  # of “sections”  Seat count  Days, times, Locations  Instructors Course Offering: Blueprint of a Course ENGL 101: Academic Writing (On-line) Lecture LectureDiscussion Lecture 1 MW 10AM -11AM 304 DEN Hall Discussion 1 Disc T 8AM-9AM ALA Hall 204 Discussion 2 Disc F 2PM-3PM ALA Hall 201 Lecture 3 TTH 8AM-9AM Online ENGL 101 Academic Writing Discussion 3 Disc T 8AM-9AM DEN Hall 206 Discussion 4 Disc T 3PM-4PM DEN Hall 201 Format 2 CLU Course CLU Format Course Offering Activity Offering Format 1 Instance Canonical Format 1Format 2 Canonical Course  Course Name, Number  Formats dictate valid activity configurations

13. 13 Registration Groups Lecture 2 MW 12PM-1PM 304 DEN Hall Lecture 1 MW 10AM -11AM 304 DEN Hall Discussion 1 Disc T 8AM-9AM ALA Hall 204 Discussion 2 Disc F 2PM-3PM ALA Hall 201 Lecture 3 TTH 8AM-9AM Online ENGL 101 Academic Writing Discussion 3 Disc T 8AM-9AM DEN Hall 206 Discussion 4 Disc T 3PM-4PM DEN Hall 201 Format 2 Format 1 Activities RegGroup 01 Lec 1, Dis 1 RegGroup 02 Lec 1, Dis 2 RegGroup 03 Lec 1, Dis 3 RegGroup 04 Lec 1, Dis 4 RegGroup 05 Lec 2, Dis 1 RegGroup 06 Lec 2, Dis 2 RegGroup 07 Lec 2, Dis 3 RegGroup 08 Lec 2, Dis 4 RegGroup 09 Lec 3 Registration Groups Example: Students register for Lecture and Discussion combinations; they pick ONE OR

14. 14 Registration Groups Lecture 2 MW 12PM-1PM 304 DEN Hall Lecture 1 MW 10AM -11AM 304 DEN Hall Discussion 1 Disc T 8AM-9AM ALA Hall 204 Discussion 2 Disc F 2PM-3PM ALA Hall 201 Lecture 3 TTH 8AM-9AM Online ENGL 101 Academic Writing Discussion 3 Disc T 8AM-9AM DEN Hall 206 Discussion 4 Disc T 3PM-4PM DEN Hall 201 Format 2 Format 1 Activities RegGroup 01 Lec 1 RegGroup 03 Dis 1 RegGroup 05 Dis 3 RegGroup 02 Lec 2 RegGroup 04 Dis 2 RegGroup 06 Dis 4 RegGroup 09 Lec 3 Registration Groups Example: Students register for Lecture and Discussion separately; they pick ONE OF EACH OR AND OR

15.  As a Central Administrator or Departmental Administrator, I want to roll over offerings from previous term(s) so that they can be modified for a new term.  As a Central Administrator or Departmental Administrator, I want to create a course offering in a term by selecting from a list of approved canonical courses from the approved course inventory 15 Course Offering: Main User Stories

16. The Creation Process  Rollover  Central  Departmental  Create from Catalog  Ad-hoc  Bulk 16 Course Offering: Course Creation

17.  How might “rollover” work, look and feel?  Course Rollover Wireframes Course Rollover Wireframes 17 Course Offering: Course Creation

18.  Also supports  Cross listed courses  Joint courses  Co-located courses  Sequential courses  Final Examinations 18 Course Offering: Course Management  Credits  Scheduling  Days and Times  Locations  Instructors  Prerequisites  Eligibility Requirements

19.  How might “management of course offerings” work, look and feel?  Course Offering Management Wireframes Course Offering Management Wireframes 19 Course Offering: Course Creation

20.  Seat Pools and Seat Counts, what’s the difference?  Working with Seat Pools  Course Registration Management  Eligibility Requirements  Waitlists 20 Course Offering: Seat pools

21. Registration Queues  Wait Lists  Automatic  Manual  Somewhere in between  Hold Lists  Included in Rollover  Setup when creating courses from catalog 21 Course Offering: Registration Queues

22. 22 But What About Scheduling?

23.  Other variations of course offerings supported include ::  Joint courses are two separate course offerings each with their own activity offerings  The “joint” nature results in a room and resource sharing indicator sent to the scheduling system  Cross-listed courses offerings will result in multiple course offerings that share the same set of activities  Registration groups, with separate seat pools support enrollment restrictions for each cross listed identifier  The concept of a "room share" is strictly a scheduling concept and not specifically represented in this service 23 Course Offering Service Design

24. Course Registration

25. 25 The Joy of Training

26.  As a Student, I want to access the registration system to register for classes for a specific term  As a Student, I want to be added to a Wait List for a specific offering  As an Administrator, I want to register a Student in one or more offerings 26 Course Registration: Main User Stories

27.  Types of Eligibility  Registration – basic eligibility to register for a specific term, without regard for specific offerings or how the offerings interact  Course – eligibility to register in a particular offering  Schedule – eligibility to register with regard to all offerings in the registration cart and all offerings already on one’s schedule 27 Course Registration: Reviewing Eligibility

28. 28 Course Registration: Reviewing Eligibility Course Eligibility Can I access the registration function? Can I submit this request? Can I add or drop this offering?

29. TypeWhenExamplesAffected Activity RegistrationPrior to being able to access the registration cart Pre-registration checks, no holds, mandatory acknowledgements Prevented from accessing the cart, configurable to allow early saves CourseWhile in the cart, trying to add an offering Requisites, major restrictions, is space available Prevented from adding an offering to the cart ScheduleWhen submitting the registration cart Time overlaps in offerings, other conflicts Prevented from submitting the cart 29 Course Registration: Reviewing Eligibility

30.  Exemption – a persistent ability to allow an activity that would have been otherwise prevented  In KS Students will need the ability to request an exemption  Administrators will need the ability to create and apply an exemption to a Student  Example – exempting a requisite due to life experience  Override – a one-time, non-reusable ability to allow an activity that would have been otherwise prevented  Employed by administrators when a requested exemption is not appropriate in that particular case  Example – allowing a Student to register for two offerings with time conflicts 30 Course Registration: Reviewing Exemptions

31.  What kinds of queues do we expect in Kuali Student?  Wait List – an ordered list of Students who wish to register in an offering for which they are eligible, but there is insufficient space  One way onto the list, three ways to transition off  Hold List – an ordered list of Students who want to register in an offering, but are not eligible; there is a presumption they will become eligible later; hold lists are processed after wait lists  Example – a 300-level Physics offering is open to only Physics majors until the first day of the term, then open to all majors. A Mechanical Engineering major might want to get on the hold list 31 Course Registration: Registration Queues

32.  Types of Tools  Registration Cart – a graphical holding area to collect offerings while browsing a catalog or schedule of classes  Is transactional, not a planning tool  Can be added to and saved ahead of time for submission later  One-Click – a means to select a single offering and add it to a Student’s schedule with minimal overhead 32 Course Registration: Registration Tools

33.  How Students search for offerings  How Students select offerings and place them in the cart  Show indications of not passing eligibility checks  Show how Students submit their carts and the results of the new offerings on their schedules  Show how Students place themselves on a wait list or into a hold list  Show what is different for an Administrator registering a Student  Course Registration - Wireframes Course Registration - Wireframes 33 Course Registration: Wireframe Demo

34.  What is tuition? – assessed amounts based on a tuition schedule, usually a spectrum of credits  Can be pro-rated by credits and resident (legal) status  Can be simpler, as in part-time or full-time  Example – 6 credits cost $2,145; 10 - 18 cost $3,525  What are fees? – assessed non-tuition amounts associated with a course, program, or something more general  Examples – $100 lab fee, $500 Executive MBA fee  Sigma Systems will be contributing Student Account calculation and assessment functionality; there is still uncertainty surrounding the specifics 34 Course Registration: Tuition and Fees

35.  Show how general fees might be displayed in the cart  Show how course fees might be displayed in the cart as a result of adding or dropping an offering  Show how tuition amounts might be displayed in the cart as a result of adding or dropping an offering  Course Registration - WireframesCourse Registration - Wireframes 35 Course Registration: Fees Wireframes Demo

36.  Getting Students into Courses  Registration Request Represents the student's request for registration for course offering(s)  Registration Request Item Represents a single transaction request to create or modify the student's relationship with a registration group Registration Response Provides the overall status of the transaction and/or warnings or error messages as a result of processing the transaction  Registration Item Response The detailed registration response status of the individual registration item  Course Registration A relation structure representing the student's relation to a CourseOffering  Waitlist Represents a list of students who wish to register to a Reg Group but cannot because of seat unavailability  Hold Until List Another type of waitlist for students who want to enroll in a course but are ineligible because of some criteria which will expire 36 Course Registration Service Concepts

37.  Basic eligibility 1. is alive 2. has been admitted or confirmed intent  Holds cleared 1. has unpaid library fine 2. has not paid last term's bill  Acknowledgements confirmed 1. has acknowledged Honor Code 2. has verified Emergency Contact 3. has applied to graduate  Eligible for term 1. Basic eligibility 2. is student expected in term 3. registration period is open 4. Holds cleared 5. Acknowledgements confirmed 6. international student has checked in 7. mandatory Advising Check 8. cannot have already earned more than X credits 37 Evaluating Registration Eligibility Everyone Graduating Seniors ERROR Warning International Students Freshman Error -- or -- Short circuit Summary of evaluation

38. Course Assessment

39.  As an Instructor, I will submit grades, so the university can record students’ level of mastery of the course work.  As a Grader, I will assign grades for the Activity Offerings for which I have grading responsibilities  As a Central Administrator, I will configure the grading environment, so grades will be recorded appropriately when required. 39 Course Assessment: Epic User Stories

40.  How are students’ performance assessed?  Standard Letter Grades A, B, C, D, & F  Other Grading Scales  Pass or Fail  Numeric  When are students’ performance assessed?  Mid-Term: For purposes of measuring progress  Final Grades: Credit awarded 40 How and When Courses Assessed? Mid-Term Grades Final Grades

41.  Grade Roster  Primary mode to submit grades  Lists all students in activity offering  Ability to save partial list before submitting grades  Grade Roster Delegation  Teacher’s Assistants and Graders  Rights can vary  Example: TAs can save, but not submit grades 41 Grade Rosters Math 101 1John DoeA 2Jane DoeA 3John SmithB 4Jane SmithA- 5John ChanB 6Tommy TrojanA+

42.  Currently Kuali Student E1, E2, E3  WILL NOT track course assignment grades  WILL NOT be a document repository for students in course  WILL NOT track attendance  WILL NOT submit grades from LMS  WILL import from LMS  WILL export to LMS 42 Not Learning Management System LMS

43.  Grading Opens  Instructor, Grader, & TA can start inputting grades  Grading Closes  Grades are required to be submitted  Grades Posted  Grades are posted to student records  Credit is awarded  Grade Changes  All late submissions and changes will require administrator approval 43 Grading Periods Mid-Term Grading Opens Grading Closes Grades Posted Grade Changes

44.  Authorizations  Who can Assign Grades  Who can Change Grades  Who can View Grades  Setup  Valid Grade Scales  Grading Roster  Grading Periods 44 Assessment Environment Configuration

45.  Grade Roster Wireframes  Course Assessment Wireframes Course Assessment Wireframes 45 Course Assessment: Wireframes Demo

46. 46 Grading Service Constrains (offer options) Constrains (student options) System calculates Admin Grades

47. 47 Grading Service Academic Record

48.  Module 3:: Supporting MaterialsSupporting Materials  Module 3:: Follow-up  Date:December 8, 2011  Time: 12pm – 2pm ET | 9am – 11am PT  Post questions/issues: KS ENR Training, Module 3:: Questions/IssuesKS ENR Training, Module 3:: Questions/Issues  Module 3:: Evaluation  Please complete short survey:: KS ENR Training, Module 3 EvaluationKS ENR Training, Module 3 Evaluation  Module 4:: Understanding Programs and Program Offerings  Date: December 14, 2011  Time: 12pm – 4pm ET | 9am – 1pm PT  Functional Areas 6. Program Offering 7. Program Enrollment 8. Program Assessment 48 Wrap-Up

49. 49 Questions ?