class of ‘55 room, van pelt library – december 8, 2011
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DW Student Data User Group Meeting
Class of ‘55 Room, Van Pelt Library – December 8, 2011
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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
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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.
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Financial Aid data collection – DW Website
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Financial Aid collection – InfoView Public Documents
Listing of the Canned queries
Public Folder for Financial Aid appears under Student
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Financial Aid – Bus Objects Universe Award Data
Top-level folders
Data Source: SAM screens PU1, PU2
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Financial Aid – Bus Objects UniverseApplication Data Needs Analysis
Fields Measures
Calculated Fields
Screens SU1, SU2
Data Source: SAM screens TU, SU, LU, CU
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Financial Aid collection – Application & Award Report
Add screen shot
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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)
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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?
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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’
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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?
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DW website – Changes Coming Soon
New horizontal toolbar
Collection-specific search capability
Navigation to subpages here ->
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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!