the power of integration: how cross-campus data ... · • admissions by liaison −...

©2019 Proprietary and Confidential

The Power of Integration:How Cross-campus Data Integration Can Increase Efficiencies

©2019 Proprietary and Confidential2

Presenters

Kyron CarterManager, Enrollment Analytics

Mike MargitichVP, CAS Products

Greg MartinClient Delivery Manager


Mike MargitichVP, CAS Products, Liaison


Integration Vision

When you think about how you want your CAS applicant data to move around, what best describes what you have in mind?

Absolute real-time integration or bust - the moment after

the applicant presses “Submit”, they need to be available in other systems

We need applicants to flow daily or weekly from CAS into our SIS and CRM systems where they will

be reviewed

We only need to grab the data a few times per year for archival purposes

?


Best Practices - Framing the Integration Project

• Which applicants do you need to move into other systems?− All prospects & all applicants?

− Only when a decision is made?

− Only when an offer is extended?

• How much data about those applicants do you need to move?− Every single data point & document from application?

− Just enough to create a student record in SIS when matriculating?

− Just an archival PDF?

• How often / when do you need to move these applicants?− Realtime?

− Daily/Weekly?

− End of Cycle?


Integrating CAS on Campus - The Toolkit

(From: https://help.liaisonedu.com/API)

• CAS API− On-demand pull OR push of real-

time applicant data from CAS

− Hierarchical JSON w/all applicant data & PDFs of applicant docs

• WebAdMIT− On-demand pulls of flat-file CSVs &

bulk .zip of PDF docs

− Includes all applicant data + data created in WebAdMIT

− Export runs can be automated w/API

• Admissions by Liaison− Middleware/translation capabilities

− Push/pull delivery of data & docs in CSV, JSON, PDF

− Robust API for automation

CAS API WebAdMIT Admissions by Liaison

Data Available Applicant-entered CAS data and documents only

CAS data and documents + WebAdMIT data (e.g., decisions, scores, etc.)

CAS data and documents + Admissions data (e.g., decisions, scores, calculated fields, etc.)

Usage Considerations • If your institution uses one or more Liaison CASs but does not heavily leverage WebAdMIT.

• If you desire notification of real-time application changes via hooks.

• If your SIS/CRM supports JSON data imports & notifications.

• If your institution uses WebAdMIT significantly for application management.

• If your SIS/CRM works better with batch flat file imports (CSV, fixed-width TXT).

• If your school uses Admissions for application review & management

• If you need middleware / translation capabilities in a web interface and don’t already have a solution like Axiom / Ethos

Architectural Style REST REST REST

API Response Format JSON JSON JSON

Application Format JSON, CSV Flat File CSV Flat File, PDF JSON, PDF, CSV, TSV, TXT, TAB, ZIP

File Format (application attachments)

PDF PDF PDF

Other Export Formats N/A Fixed-width TXT or XLS, Batch download ZIP of PDFs

JSON, PDF, CSV, TSV, TXT, TAB, ZIP

Security OAuth + API Key API Key OAuth + API Key

Payload Compression GZIP N/A N/A

Rate Limiting 1 request/second + 10 request burst

5,000 requests/hour TBD

Technical Skill Level Recommended

HTTP client programming experience with JSON

Basic scripting experience (e.g., cURL)

Minimal – GUI-based mapping

https://help.liaisonedu.com/API


Integration Patterns Supported

1. On Demand

2. Batch

3. Scheduled

4. Real Time Events


On Demand

APIClient

APIServer

GET Application

Application

1

2

Supported by CAS API & Admissions by Liaison


Batch

APIClient

APIServer

POST Batch

ID

1

2

GET Batch Status3

4GET ZIP File5

6

Status

ZIP

Supported by WebAdMIT & Admissions by Liaison


Scheduled

Application

HTTP

S3

SFTPPayload

Payload

Payload

2

1

Define Payload, Destination & Schedule

Supported by Admissions by Liaison


Real Time Events

APIClient

APIServer

HTTP

S3

SFTPPOST Subscription

1

201 OK

2

Application

Application

Application

Supported by CAS API & Admissions by Liaison (coming soon)


Key Resources – Data Integration Microsites & API Doc


Greg MartinClient Delivery Manager, Liaison


What Does a Data Integration Do?

It takes Person and Application records

from our System and Moves them

to your System

so that your People can

do their Work


What is a Data Integration?

The most important question:

Once the data is loaded to local systems, what do you want to do with it?


Transferability Across CASs

CAS Database

Consistent Data Model Across CASs

…and MANY more

Extract Tools

Identical Across CASs


Some Schools and Software We’ve Worked With


Drexel University: CAS Integration Story

• Goals

− Enable decision release by Central Admissions

− Keep established Faculty Review process

− Reduce manual processing burden

• Platforms

− CASPA, PTCAS, and SOPHAS

− From WebAdMIT to Slate

• Key Takeaways

− Understanding the business process is most important

− Liaison’s tools are flexible

− Standard approach and tools across CASs


Kyron CarterManager, Enrollment Analytics, Howard University


Howard University: CAS Integration Story

Goals

Locate a centralized application platform that can be integrated to Banner ERP and is economically beneficial to the University

Must have a back-end that is easily configurable and reduce the complexity of faculty review

Be customizable enough to where it aligns with University policies and be able to have a short Go-Live date

Platforms

BusinessCAS, CommonApp for Transfer, CSDCAS, EngineeringCAS, GradCAS, NursingCAS, OTCAS, PSYCAS, PTCAS

From WebAdMIT to Ellucian Banner 9 (Cloud)

Key Changes

Developed new methodologies for efficient faculty review and communication plans to prospective students

Since applications are centralized, applicant count and application tracking are more accurate

Standardized exports across CASs for seamless integration into Banner ERP and reduced possibility of records erroring out


Integration: The Process

01Define an Oracle table for staging the data

02Write an Oracle SQL Loader Control file

03Write a procedure to insert data from WebAdMITinto the Banner web application tables


Q & A


Thank You!

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