DW Student Data User Group Meeting

Class of ‘55 Room, Van Pelt Library – December 8, 2011

Student Data User Group 12/8/2011 - Agenda SRFS: New Financial Aid universe

Presented by Barbara Tierney / Peter Eschenbrenner

Leave of Absence vs. Leave Flag – 2 ways of reporting

Non-resident alien – Change to calculation coming soon

NGSS: Project Update Presented by Michael Kearney/ Bill Branan

DW website – changes coming soon

Wrap-up / Question & Answer

Financial Aid data collection – Access Request Form

For access to the Financial Aid (SAM) data, go to the Data Warehouse website and find ‘Access Forms’ in the left side bar menu, the URL is:

http://www.upenn.edu/computing/da/eforms/index.html

Scroll down to the STUDENT data category and click on ‘Student Financial Aid’ which brings you to a logon screen. After login, you will see the form.

*If you need the confidential income information you must state the reason and have approval from a Supervisor.

Financial Aid data collection – DW Website

Financial Aid collection – InfoView Public Documents

Listing of the Canned queries

Public Folder for Financial Aid appears under Student

Financial Aid – Bus Objects Universe Award Data

Top-level folders

Data Source: SAM screens PU1, PU2

Financial Aid – Bus Objects UniverseApplication Data Needs Analysis

Fields Measures

Calculated Fields

Screens SU1, SU2

Data Source: SAM screens TU, SU, LU, CU

Financial Aid collection – Application & Award Report

Add screen shot

Leave of Absence An exit action takes

effect as of the end of the exit term.In this example, the student is not onleave in Fall 2011.

The Leave Flagis set to ‘Y’ for thenext term.In this example, the leave flag will be set starting in Spring 2012.

Leave types:o AL – Administrative Leaveo FL – Leave with Library privilegeso LV – Leave of Absence (“regular” leave)

Leaves in the Data Warehouse

• In all of the tables where you find Leave Flag (Degree Term, Major Minor Term, Degree Pursual) the flag gets set to ‘Y’ in the term following the exit.

•The Leave table stores the actual dates of the leave, as well as other information.

•The leave report in the public Student folder -- “Currently on Leave” -- uses the Leave table rather than the Leave Flag.For discussion: should other reports – e.g., the “Count Students as of Today” report – look at the Leave table instead of the Leave Flag?

Non Resident Alien– now using the “sponsored” visa definition used by OIPpreviously new logic

IF Visa in the Person table is NOT EQUAL TO ‘PR’

AND

IF Country_of_Citizenship is NOT EQUAL TO blank OR ‘US’

Then we set Non_Resident_Alien in the Person table to ‘Y’

IF Visa in the Person table is EQUAL TO ANY OF THE FOLLOWING: 

F1, J1, F2, J2ANDIF Country_of_Citizenship is

NOT EQUAL TO blank OR ‘US’

Then we set Non_Resident_Alien in the Person table to ‘Y’

NGSS Project (Michael Kearney and Bill Branan)

The NGSS project is currently evaluating the access strategy for student data

We’d be interested in setting up time to discuss with you:What student data you are accessing from the warehouseHow you’re accessing student data in the warehouseAny additional processing you do after you retrieve your data Is your data access scheduled or ad-hoc, or both? Automated or

manual?Do you use student data from the warehouse to support any

operational systems in your area?Would more frequent data updates be beneficial to you? If yes, why?

Is this the right agenda for these meetings?

DW website – Changes Coming Soon

New horizontal toolbar

Collection-specific search capability

Navigation to subpages here ->

Questions & Wrap-up Any questions?

Next Meeting - Feb/March Topics you would like to see covered? Contact me if you would like to volunteer to present

Thank you for coming!