Catalog

This Catalog is a real time view of all the courses (sessions) that will be offered at SunGard Summit 2009. It is organized by..

Curriculum
- Program
  - Focus (if applicable)

..that a course belongs to. Simply click on the Curriculum, Program or Focus name to go to that section of the catalog where the applicable courses will be listed. Please note that the list of offerings may change as courses are added or cancelled. The schedule of when courses will be offered will be available in mid-December.

Hint: Press CTRL F to bring up the "Find" window and search for class title or specific words or phrases in the catalog.

Programs

Academics Affairs
Advancement and Outreach
Business Affairs
General/Special Interest
- General Interest Topic
- Special Interest Topic/Group Meeting
Information Technology
Student Services and Enrollment Management

Academics Affairs

Academic Technology Services

0111: ABC's of Electronic Faculty Workloads
If you've ever dreamed about creating a paperless faculty workload system that is fast, flexible, friendly, and EFFICIENT, then this session is for you! Come learn how Valencia Community College created an electronic faculty workload system where BANNER information is auto-filled into an electronic form, delivered via email to faculty where they load office hours, and then forwarded electronically to deans and the provost for final approval and storage. We'll explore the various stages of planning, development, and implementation across several College departments, including; Academic Affairs, Human Resources, and Information Technology. The presenters will share how this program has enhanced efficiency in the divisional and provost offices, and increased accessibility to workloads. In addition, learn how the program works behind the scenes as our CIO carefully outlines the "mechanics" of the program. We'll share "Insider Tips" on you might consider this innovation on your campus.

0024: Anonymous Component and Final Grading
Hofstra University has developed a modification to enable Faculty using Banner Self Service, to add grading components as either anonymous or not, weight the components, enter component grades, automatically calculate final grades, see the effect of a grading curve, make adjustments to final grades while seeing the effect of changes on meeting the relevant grading curve. Once the Faculty member has completed grading, the Final Grades are posted to the Banner Final Grades table and normal Banner processing continues from that point. This modification does not use the Banner delivered electronic grade book, but does use some Banner grade and grade scale setup information. Three new batch programs are used to create student random numbers, setup a base record for each class and post the completed Final Grades. Three Validation INB Forms and an Administrative INB Form are used to maintain new tables. A new Inquiry INB Form allows administrators to see student random numbers. Students have a new Student Self Service page to view their own random numbers for each component, for each term. The session will be geared to both technical and functional users. This project was developed using Banner Student and Self Service 8.1 (Banner Student live since 2002).

0144: Assessing Vibrant Learning - One Year Later
In 2009, Immaculata University was awarded SunGard Higher Educations Award for Institutional Performance for its successful learning management migration and implementation. In this session, IUs technology team will sit down to reflect on the successes and challenges associated with this project. The goal of this discussion will be to assess what worked, what didnt work, as well as explore what can be learned from the experience.

0176: Blogs and Wiki's
This presentation is intended for academic instructors as well as instructional designer or course development specialists. We will explore: What is a wiki? What is a blog? Compare and contrast blogs and wikis Educational Examples of blogs and wikis Tips of creating and managing your own wiki and blog Before you decide here are things to consider We will also look at examples from different disciplines and explore what works and what does not. At the end of the session the learner will have an arsenal of ideas and resources for their courses on this subject.

0113: More Bang for the Buck: SaaS LMS
During this time of difficult economic challenges, colleges and universities should know there are still good alternatives to the monolithic LMS players in the market. Timecruiser, a respected leader in delivering award-winning enterprise solutions to the academic market since 1995, provides Software-as-a-Service (SaaS) enterprise solutions for colleges. SaaS LMS can provide a better return on investment and lower cost of ownership versus applications that follow traditional ASP delivery methods. In fact, Timecruiser clients save between 30 to 50% over similar LMS systems. Our clients are happy with the support we provide. Our clients don't have to worry about the upgrade merry go round. Here's what they have to say: "Online class materials are accessible to students and faculty 24/7, I could not find a way to provide equivalent uptime at a reasonable cost if I had to host it myself," Lyle Luzum, Director, Computer Information Systems, Northeast Iowa Community College "We replaced our LMS for about the same cost, and we gained a portal. In a way, we got the portal for free." Raul Fletes, Director of Data Systems, Mid-South Community College

0091: Quarters to Semesters - How to Advise
After 2 years of implementing Banner, The University of Toledo had a need to go back and load courses from years ago for returning students. The University was seeing an increase of students returning from prior to 1997 to complete their degree. These courses were on a quarter hour calendar and not the current semester calendar and not part of our original conversion. We will show our process for loading them, including an automatic script that runs the base information into the tables. This process was developed in Banner 7 and being tested for Banner 8. It relies on Advisors using INB and the Portal and the students using Self-Service. We will describe our process. We will also point out the advantages and disadvantages of our process. We will leave time at the end to have audience discussion concerning how those institutions that need to change after they are already in Banner might accomplish that.

Banner Workflow

0164: Why Workflow is Faster Than You Are
In December 2008, Pima Community College embarked on a mission to automate and enhance the Colleges adjunct faculty contract approval process using SunGards Workflow. Because Pima Community College has six campuses, one district office and approximately 1300 adjunct faculty there was a significant need and college-wide demand to speed up and simplify the out-dated paper approval process. This presentation will focus on the elements of discovery, planning, design and implementation of a complex but beneficial workflow. Our unique discussion will identify efficiency improvements to contract processing and administration. We will discuss the elements of Pima's implementation of Workflow for Contract approvals, including: project administration, analysis of the previous approval process, design and testing of the new workflows, training, maintenance, and lessons learned along the way. The presentation is intended for staff and administrators with or without technical backgrounds who are considering implementing Workflow to automate any approval processes at their college or university; not just adjunct faculty contracts. Participants will leave the presentation with a better understanding of how Workflow can be used for automating approval processes, as well as enhancing communication, creating consistency across campuses and simplifying the process for staff, faculty and administrators.

Systems Integration Services

0141: MOC-Moodle Integration
Mount Olive College has commissioned eThink Education to handle our Moodle solution for replacing BlackBoard. This presentation will look at how we have adapted the Training, GradeBook, the Attendance module, use MetaCourses, set up and distribute Course Evaluations, and use SQL Reporting Services for Reports and checks.

Advancement and Outreach

Advance Web or Windows

0061: Advance Web / Banner Integration
Advance Web was integrated with Banner Student/General in version 9.1.2, and is a powerful and flexible way to keep common biographical data synchronized in Advance Web. By attending this session you will learn how to setup, configure, and run this valuable piece of integration. We'll cover the various types of loads you can perform (e.g., Student, Parent, Matriculation, etc.), as well as how it integrates with Advance Web DataLoader.

0070: Advance Web SIG Business Meeting
The purpose of the Advance Web SIG (Special Interest Group) Business Meeting is to receive Advance Web product updates, provide input on product development and SIG activities, discuss the direction of the SIG, share experiences regarding Advance Web, and provide SunGard Higher Education with data points on how to assist institution to fully transition to Advance Web. Institutions attending this session will have the opportunity to provide input on the future direction of the Advance Web product and the SIG, learn about further collaboration activities, and hear perspectives from other institutions regarding Advance Web.

0035: Advance Windows SIG Meeting
This is the annual Advance Windows SIG business meeting and it will include the formal transition of officers serving the user community. Typically we use this meeting to review activities since our last meeting, take suggestions for future actions/WebEx topics, discuss new functionality, and plan future communication strategies.

0029: Advance: From Zero to 60 in 7 Years
In this session we will outline the evolution of an Advance implementation from basic conversion in a legacy system to fully integrated development solution. It will touch on the choices, prioritization and growth of the Emory Advance Windows and Advance Web implementation, highlighting changes over time as we have incorporated additional interfaces, vendor integrations, client profiles and tools. The focus of the session will be on change, the willingness to upgrade annually, the willingness to expand scope of use across the institution, and the skills we have found necessary to accomplish our technical and business goals.

Advancement Performance Management

0045: Creative Funding Models for Advancement
As budget resources have been slashed, Advancement offices must identify alternative methods of supporting their activities. While we may intuitively understand and agree that you need to spend money to make money, the financial resources may still not be there to fully invest in Advancement. This session will review alternative models for funding advancement programs, and discuss the pros and cons associated with each. We will further look at the approach NC State University sought to make their case for additional financial resources.

Advancement Services

0170: Donor 2.0 Stewarding Donors Digitally
Regardless of whether you are a technophobe or a technophile, this session is for you! The digital environment is changing rapidly, as advancement services professionals; we must not only keep up with the innovation, but also be leaders in the face of change! We will examine best practices across the country; learn how to use technology effectively with donors, and how to push our way forward in this new millennium. Also included will be budget friendly cost effective technology solutions for all sorts of challenges we face on a daily basis! Come one, come all and if you havent signed up on Facebook yet what are you waiting for?

0062: Going Green in Advancement
In an effort to cut costs, and meet the ever growing efforts to improve our environmental performance, the University Advancement division took a serious look at what steps we could take to generate less paper and use email as a means of soliciting donors, sending out pledge reminders and generating receipts. We will discuss our solutions for e-solicitations, e-receipts, and e-reminders and how we implemented these changes into our gift entry and pledge processing procedures.

0044: Planning for the Future
Developing a 3-5 Year Technology Plan for Advancement. The session will review steps NC State University has taken to identify and prioritize advancement technologies desired for implementation, including necessary Advance upgrades and conversion to AW. Discussions will include methods incorporated to include central OIT as a partner in development of the strategy, and identification of additional staff resources to accomplish agreed upon goals.

Banner Document Management Suite

0102: BDMS in St. John's University Advancement
Banner Document Management Suite (BDMS) for Advancement Services at St. Johns University MN (SJU) went live on 8/24/2009. The primary objective of this BDMS Implementation was to store paper documents in a relatively more secure and accessible fashion. There are three steps that SJU Advancement Services went through to implement BDMS: Firstly, SJU Advancement Services needed to determine a filing system that works best for them. It was difficult to design a filing system that works well with all Advancement Services areas. Someone who scans in documents might want a simple filing system with few categories, while another who retrieves documents might want to see documents stored with more categories. After several discussions, SJU Advancement Services decided to add custom fields, such as Class Year and Document Sub Type to baseline classifications. Secondly, to implement the proposed document filing system into BDMS, a new custom BDMS Application was created. To ensure the quality of this custom Application, SJU Advancement Services consulted with SungardHE before rolling out this Application for testing and production. Finally, procedures were created to guide staffs who are going to scan and retrieve documents to/from BDMS. This presentation is going to elaborate on the three steps above.

Performance Management Services

0046: The New CASE Standards
CASE has issued the 4th edition of their Reporting Standards & Management Guidelines. The primary editor of both the 3rd and 4th editions will discuss the evolution of the standards, changes made in the newest version, standards that have remained constant for nearly 30 years, and the new management guidelines developed for the latest version.

SmartCall

0059: What's New in SmartCall 9.6
SmartCall 9.6 introduces many major new features including support for VoIP and the Hi-Phone Dialer, Email Acknowledgements, enhanced Banner Integration, enhanced QAS integration, integration with PayPal's PayFlow Link, user interface enhancements, and much, much more.

Business Affairs

Banner Document Management Suite

0172: Document Management Suite the solution to paperless Electronic Requisition Documentation - HOT
This Hands on Training will provide basic to intermediate training on how to use Document Management Suite to make the electronic requisition process paperless. Individuals attending this training should have a working knowledge of Banner electronic requisition process. This Hands on Training course will consist of 3 Hands on Training exercises that will help individuals become familiar with how to attach electronic documentation to a electronic requisition, How to retrieve electronic documentation that has been attached to a Banner electronic requisition, and how to retrieve electronic documentation via a electronic requisition Banner approval queue. This Hands on training will provide a brief demonstration on the importance of creating context rules to establish key blocks within a Banner form to retrieve and attach documentation via the Document Management Suite

Banner Finance

0114: Automating the Title IV Authorization process
In this session, I will review Kent State University's (KSU) development and implementation of the automation of Title IV authorizations. The Bursars Office (at KSU) is responsible for the collection and maintenance of Title IV authorizations, but in many other organizations, that responsibility is executed by the Student Financial Aid office. Therefore, this session would benefit both Bursar and Student Financial Aid staff who must collect and maintain Title IV authorizations. I will provide a detailed discussion of each of the phases of Kent State University's automation the Title IV process including, but not limited to, the following subjects. *Review of current Title IV authorization legislation. *Why automate the Title IV authorization? *The technical setup, Banner and SSB. *Marketing the new process to your students I have been working with Banner since November 2007, which was the go-live month for KSUs Bursars Office. We are currently working with Banner 7.4.

0166: Automation of Title IV authorization(s)
In this session, I will review Kent State Universitys development and implementation of the automation of the Title IV authorization. The Bursars Office (at KSU) is responsible for the collection and maintenance of Title IV authorizations but in many other organizations that responsibility is done by the Student Financial Aid. Therefore, this session would be beneficial for both Bursar and Student Financial Aid staff who must collect and maintain Title IV authorizations. I have been working with Banner since November 2007, which was the go-live month for the Bursars Office. We are currently working with Banner 7.4. I will examine each part of the Title IV process in detail including, but not limited to, the following subjects: Introduction Review current legislation regarding Title IV authorization Kent Sate Universitys loss of experimental status What did it mean to KSU? Why automat the Title IV authorization process? More efficient More secure Planning process How much time did KSU have to implement the process? What was the makeup of the implementation team? The importance of a uniform testing document The technical side What do you need to do? Banner SSB Implementation Successful implementation Marketing the new process to your students

0067: Banner Grant Billing Can Work for You!
The University of Illinois has successfully utilized the Banner Research Accounting module (currently using Finance version 7.3) for all of its sponsored project billings since 2003. This presentation will give an overview of how we manage grant billings using a combination of FRAGRNT settings, bill formats, and FRAEVGA events. We will share with you what has worked for us, how we train our users, and what practices we employ to insure our bills are accurate when they go out the door to our sponsors.

0030: CARS Vehicle Reservation/Billing Module
This session will provide a functional and technical review of the CARS custom Banner bolt-on module designed, developed and implemented at Emporia State University. It is a pool vehicle reservation and billing module that supports creating, updating and deleting vehicle reservations. Employees sign a requisition form before the vehicles are checked out and in. Maintenance employees can reserve cars for service and are able to track oil changes and special requests. A security form allows for overall driver disapprovals and for completing 15 passenger van driver training. Also included are reports to view reservations by vehicle, date, organization and driver. There are batch jobs in INB to reconcile reservations, create gap reservations, import turnpike expenses and apply the charges (mileage, turnpike, hired driver, fees) to Banner Finance using GURFEED. Options include a non-cancelation fee and a minimum use fee. Notifications are automatically emailed to each organization and invoices are viewed in E~Print. This presentation would be beneficial to any university that has pool, service, security or athletic vehicles or busses they would like to reserve and charge. It utilizes active employee status in Banner HR, applies charges to Banner Finance, and uses Banner Finance security in E~Print to view invoices.

0175: Direct Deposit for A/P disbursements
Is your college priority to cut costs of everyday functions? Want to contribute to your college GREEN campaign? Make Employees, Students and Vendors happy? Accounts Payable Direct Deposit is a quick solution! This session will show how Richard Stockton College of New Jersey implemented Accounts Payable direct deposit for employee reimbursements, student refunds and vendor payments by paying paperless with email notification, showing fiscal responsibility in reducing postage costs and increased customer service by providing quicker access to disbursements. The presentation will provide a step by step process for setting up ACH. Stockton is currently using Banner 8.

0132: Electronic Settlement (E-Invoicing)
This session will demonstrate how the SciQuest (SunGard partner) and SunGard integrated invoicing and settlement solution can make your Accounts Payable and Purchasing operations more efficient. We will show you how SciQuest and Sungard have partnered with their clients to achieve an easy seamless accounts payable process flow for purchase order invoices. We will show you how to eliminate receiving and 3-way matching, automate the PO invoice processing, reduce processing time, reduce settlement errors, reduce the overall cost of payable processing, all while maintaining critical controls. We will demonstrate how this functionality is flexible and can accommodate your individual business processes. Rensselaer partnered with three other universities dedicated to refining and implementing the e-invoicing solution with SciQuest and Sungard. We partnered with these universities to ensure the functionality was flexible enough to meet the diverse needs of all. We have been live since April 2009 and it is a tremendous success. This session is intended for new or experienced functional Accounts Payable, Finance, Controller or Purchasing clients. Rensselaer is currently on Banner 8 but went live with this solution on Banner 7.

0159: Manage your Budget with Budget Controls
Texas Tech University Health Sciences Center uses the Banner Finance Budget Controls in a variety of ways to manage our Operating Budget. This presentation will explain the various types of Budget Controls available, an overview of how we use them at our institution, and the issues we have faced with our budget control set up. The types of budget controls used at our institution are 1) Controls on Chart Elements: error or warning at various FOAP combinations depending on fund type, 2) use of the budget account code to control spending at a level higher than the data enterable account code, and 3) use of budget control organizations to group departmental budgets. TTUHSC implemented budget controls at our go-live on Banner 7.2 in September 2009. Budget controls have been essential to preventing departments from overspending, and have given departments added flexibility to manage their budgets.

0040: PCard Interface to GL and Imaging
This session details the University of Scranton's solution to interfacing of procurement card transaction detail to the General Ledger via the Accounts Payable module, including the scanning and indexing of associated procurement card receipts.

0156: Third Party Contract Payment Detail
Third Party Billing Administrators will find that new functionality in the June, 2009 release (Banner AR 8.1) significantly enhances the processing of payments from Contract sponsors. The ability to record a lump sum payment on the Third Party Account, enter payment detail by student, and process Application of Payments using the cross reference information of the charges makes tracking and reconciling the Contract receivable much easier. Additional new features include uploading student assignments to a Contract, uploading the contract payment detail, refunding an overpayment (associated with a particular student), and crediting an overpayment back to the student. A new view and new query form enhance review of and reporting on the Third Party receivables.

0105: Using Attributes
This presentation will demonstrate how Lehigh University utilizes attributes in Banner Finance as an extension of our Chart of Accounts to add reporting flexibility and to enhance accounting controls. In addition to sharing extensive examples of how we use attributes, this presentation will demonstrate how to set them up and assign them to foapal elements. Lehigh converted from FRS Plus to Banner in 2001 and quickly learned how to apply our extensive use of attributes in FRS to Banner. Attributes allow you to define unlimited reporting elements in addition to the basic hierarchical structure of the foapal elements in your chart of accounts. Learn how Lehigh uses attributes to prepare the 990 tax return, NSF survey, NCAA reporting, associate authorized signers with foapals, control access to reports, prepare our IC rate proposal, create custom internal and external reports, etc.

Banner Human Resources

0121: Deduction Upload Process
Do you wish you had a way to upload large volumes of deduction records? At the University System of New Hampshire we have developed a process for importing deduction records each pay period. We have been using this process successfully for more than three years. The process uses a comma delimited file to create new deductions, update or terminate existing deductions and even inserts add or replace records. Before adding a new deduction record it confirms the deduction is valid for the BCAT and if an employee is moving from one deduction to another it will process the termination first to ensure the new deduction can be created without violating preclusion rules. This upload process has significantly reduced data entry errors and improved processing efficiencies. Weve even been able to use the process adhoc for special uploads. We're currently using Banner HR 7.2.7 and plan to upgrade to 8.x in early 2010. Come join us and see if what we have developed can help you too!

0142: EPAF Self Service: A Success Story
Wayne State University recently converted over 30,000 paper transactions per year to EPAF Self-Service. This complex implementation, completed in July 2009, involved: Development of methodology to design approval categories; development of a user interface using Smart Forms to enforce business process rules to prevent and reduce user errors; development of batch enhancements: 1) Use of electronic approval groups for access to EPAF Self-Service 2) Automated application process with NOPEMA 3) Control of EPAF process for specified employee groups during Mass Salary, Position Control Roll, etc. 4) Automation to terminate benefits for employee class code change in PEAEMPL 5) Automation to re-assign primary/secondary NBAJOBS, and more; customized training for approximately 350 users; further enhancement of our Help System to provide ongoing user support and easy access to job aids; comprehensive communications throughout the entire campus community; the inclusion of key stakeholders from various business units. This two-part presentation for beginning to advanced users focuses on the technical and functional aspects of the implementation of EPAF Self-Service in Banner 7.0. Hear how we planned the project, developed the final product, and rolled out the implementation, and our lessons learned. It is not necessary to attend both sessions. However, attending both sessions will provide a full view of implementation.

0167: Feeding Position Budget to Finance
This session is intended to provide information regarding the decision to feed position budgets directly into Finance. The content covered in this session is designed for existing Banner users considering a position budget feed to Finance or for new Banner clients in the midst of establishing a position control process. The topics addressed in this session include: (1) The steps involved in changing the position budgeting process (2) Comparison of the pros and cons of feeding position budgets versus maintaining HR position budgets & Finance Personnel Accounts separately (3) The complications encountered and the lessons learned. Eastern Illinois University has been utilizing position control within Banner HR/Payroll since January 2007. The first position budget feed to Finance was implemented in Banner 7.4.1.1 prior to the upgrade to Banner 8.0. The change in the position budget feed process occurred in conjunction with the beginning of the new fiscal year, July 2009.

0173: I Told You To...Testing Pre/Post Go-Live
Time is up!!! Is your Banner HR implementation almost over? Have you just gone live and things are going too well? This session is for Pre "Go-Live" or new Banner HR users who have just gone live in production. topics/areas discussed in the session will be data integrity, daily and business processes, finance interface, and other areas that should be tested prior to Go-Live. Recent "Go-Live" experience will also be shared as to areas that should have been tested and in place.

0122: PeopleAdmin Enterprise Implementation
The University System of New Hampshire recently implemented the PeopleAdmin Applicant Tracking and Position Management products for all 6 of our institutions. Our UNH campus is one of PeopleAdmins original Applicant Tracking clients. Therefore there is a lot of experience using the product and high expectations for implementing both products as enterprise solutions. There is more to come because soon we will be implementing the Banner HR Interface with the PeopleAdmin Applicant Tracking Module to efficiently hire selected candidates! Using both of these products will help us eliminate inefficiencies currently encountered with processing employee paperwork and the associated data entry errors. Come learn how we were able to streamline business processes, manage deadlines and build consensus to complete our implementation in 6 months!

0143: Self Service EPAFs
This presentation will provide an overview of setting up Electronic Personnel Action Forms (EPAFs) in Banner and Banner Self Service. Key points of interest in this session include Banner and WebTailor navigation to build the EPAF menu and user roles, as well as helpful tips and best practices learned at Drexel University. We will also review the increased functionality offered to Self Service EPAFs in Banner 8. This session is intended for functional users interested in setting up Self-Service EPAFs for their organization.

0124: Web Time Entry - Soup to Nuts
The University System of New Hampshire has been using Web Time Entry [WTE] for over a year. We used pilot groups for our rollout across 6 institutions and currently all hourly staff at two of our institutions are exclusively using WTE. While going through the steps of preparing for our implementation we realized we needed a few tweaks to accommodate the setup of our Banner HR system. As such we added a customization to self-service to limit by employee class the earn codes displayed on the time sheet, added a VPN requirement for our approvers and proxies to access time sheets in self-service, added a leave category for Compensatory Time accrual and usage, removed default work schedules, created a survey for students to complete in self-service to confirm they understand their responsibilities as employees and developed several automated e-mail notification processes to improve compliance with deadlines. All of these enhancements have been well received by all levels of WTE users [employees, approvers, proxies and superusers]. We are currently on Banner HR 7.2.7 and will be upgrading to 8.x early 2010. Come learn how we managed to be successful in rolling out WTE to a diverse distributed employee population.

0123: Web Time Entry E-mail Notifications
The University System of New Hampshire has been using Web Time Entry [WTE] for over a year. New automated processes were developed to improve service to our WTE users (employees, approvers, and proxies) by providing automated e-mail notifications. Previously, reminder e-mails were managed manually outside of Banner HR. The e-mail notification processes developed include the following: WTE Pre-deadline Notification -Announces the payroll deadlines for WTE time sheet entry, submission and approval using data from PTRCALN; WTE Outstanding Notification -Provides the approver and proxy information about any WTE time sheets that are not already approved and action is required after the deadline defined by our business practices has passed; WTE Return for Correction Notification -Provides the employee with information about any time sheets returned for correction; and the WTE Special Notice -Communicates unique or special situations that impact WTE deadlines or functionality. These e-mail notifications are only sent once per pay period to prevent information overload. A process to identify any WTE users who have no e-mail address was also developed. These processes run on a schedule and represent huge efficiencies in managing our WTE program. We are currently in Banner HR 7.2.7 and will be upgrading to 8.x early 2010.

0025: WTE From Start to Finish
Take a tour through the process of setting up WTE for exempt and non-exempt staff from start to finish. Smiths presentation will look at how we implemented our WTE system; initiation, communications, systems implementation, and testing. Well also discuss the rollout, training and maintenance of WTE. You will be shown the specifics of setting up Banner forms, get some tips & tricks and be made aware of other issues that may need your attention. If you are looking for a comprehensive view of how to setup WTE and roll it out to your community, youll want to attend this session.

Evisions - FormFusion

0079: Grants Billing: Stop the Insanity!!
Are you frustrated with the fact that the latest versions of the Banner Grants Billing module still do not include an agency mailing address or a remit to address on the generic bill and report? If so, sign up for this session which is geared toward both functional users of the Research Accounting Module and their technical support staff. This session will show how Temple University, which went live with Banner Finance on July 1, 2009 and is currently using Finance Version 8.2, has utilized the eVisions Forms Fusion product to implement a custom versions of the generic grants bill and report. The session will outline the methods utilized in creating the bill and discuss the logic and SQL that has been put behind it. Pros and cons of the using this methodology will also be shared, as well as Temple's plans for future modifications to the existing bill's layout. For those of you that have always wanted to use the Grants Billing module or are currently using outdated methods to produce a grant bill, please sign up for this session to learn how to STOP THE INSANITY with the eVisions Forms Fusion tool.

Project Management Services

0022: Project Management
A project is a unique effort with specific deliverables, a budget, and a definite beginning and end. Approximately 80% of projects either are canceled prior to completion or fail to meet the expected objectives upon implementation. While some projects fail for completely legitimate unforeseen circumstances, most fail from inadequate or incomplete project management. This course presents a complete, systematic process that makes the difference between success and failure using this outline: Introduce basic project management concepts & techniques Define & Organize the Project Plan the Project Track & Manage the Project Project management is a discipline; a skill that must be learned before undertaking a project. Technical knowledge and native intelligence are not enough to ensure success. Projects must be defined, planned, and tracked with precision and diligence. Applying this methodology greatly improves the ability of completing projects on time and within budget.

General/Special Interest

General Interest Topic

0008: Efficiency vs. Effectiveness
Don't you wish you could make time stand still to get more done? Time is the only thing on this earth we can't get back, yet we get the same amount each day. So why do we always feel like we never have enough? Time Management is more about being than doing; its about how we use our time. The topics covered are: Being Present Goals & Activities Calendaring & Scheduling Staying Effective Avoiding or Overcoming Barriers Self-Betrayal & Self-Deception This course is designed to give you the skills to make the most of your time by using time as a tool. It will teach you the importance of quantity and quality allowing you to not only live the years of your life, but also bring more life into your years.

0119: Cool, I'm a PMP! Now what?
Although having worked on "projects" for number of years and even led projects, the presenter had no formal training in project management. The presenter will describe, formally, what a project is, what a project manager is and the Project Management Professional certification process. Having attained a PMP, the presenter will discuss possible ways to apply this new-found knowledge in the workplace.

0066: Customers:Who and How to meet their needs.
So, you think you know all of your customers? Well maybe you do, but do you know how you can meet all of their needs? I have worked in the service industry in several aspects, as a functional user, project manager, IT manager and of course I am a customer. Come see a fun and interactive session on how we can define our customers and how we can meet their needs. I will also discuss several projects that Texas Tech has developed to meet the needs of the few and the many.

0021: Leadership Best Practices
Have you ever been thrown into a leadership position only to realize youre not in Kansas anymore? Leadership does not come with a title, nor is a title necessary to lead. Great leaders get great results; without dynamic leadership, organizations cannot grow and succeed. Let us show you the skills that make good leaders great. You will discover how to: Interpret the organizational vision for your team and communicate that vision in a way that motivates action. Examine the culture of those you lead and structure them in a way that maximizes their involvement. Employ strategies that will enable your team to take a proactive approach toward change. Identify the specific leadership values and behaviors that will contribute to your success as a leader. This program provides leaders with the latest strategies for enhancing leadership practices. You will explore leadership guidelines, the importance of respect, and the differences between leadership and management. By rethinking your approach to management, leadership, and leadership development, you can become the leader that is within you.

0020: Servant Leadership Part I
As a primer to Servant Leadership, Change Management is a major concern. Today, organizations are faced with the daunting task of producing more and more with ever decreasing resources. Leaders must deal with employee retention, the reality of waning loyalty, and the necessity of seeking commitment over conformity. In order to implement the change of Servant Leadership in your organization, you need to have an understanding of the following: Four Factors of Business Success (The measuring rod of where you are and the divining rod for where you want to be) Organizational Perspectives (Success is a reflection of the organization; take a holistic view from all perspectives) Six Personal Facets of Life (Every organization is made up of various individuals; see them completely; as benefits rather than burdens) This session covers the areas that you need to be aware of in order to implement Servant Leadership into your organization or personal life.

0019: Servant Leadership Part II
The idea of a being simultaneously a leader and a follower to the same individuals may seem to be a complete paradox, though further examination identifies it as an innovative way to change, grow, and improve. Make your people responsible, but be responsive to them. Remember, the word responsible means 'able to respond.' This session will show you how. There are four different levels of service with Servant Leadership being the highest. Learn to differentiate between the levels How to determine which level you are (or your organization is) performing at What to do to transition from one level to the next The servant-leader is servant first. It begins with the natural feeling that one wants to serve, then conscious choice brings one to aspire to lead. The best test is: Do those served grow as persons; do they, while being served, become healthier, wiser, freer, more autonomous, more likely themselves to become servants? Learn how to tell.

0155: What if your office gets hit by a bus?
This presentation will cover the importance of having an accurate, up to date, and complete policy and procedure manual that could be used if your entire office were suddenly incapacitated. If done properly, a new employee could read the office manual and know every step taken by every employee to complete every procedure in the office. Using the manual from the International Center at the College of Southern Nevada as an example, we will discuss web-based vs. paper-based, how to present the information to a new employee, and what to ask of current employees if there is no such manual in place. I also plan on telling the tale about the Admissions Office at Brandeis University my former employer where eleven of twelve employees quit during the summer of 2005, and how an incomplete policy manual made it impossible for new employees to rely on old ways.

Special Interest Topic/Group Meeting

0092: Institutional Project Manager Tips
Tips, Advice, and Lessons Learned for Institutional Project Managers and others involved in complex implementations. This session is of particular value to those who have been newly assigned to lead implementations at their institution.

0088: Institutional Project Managers
BOF meeting of institutional project managers to share lessons learned.

Information Technology

0082: EPAFs on Steroids (Flat File Upload)
EPAFs on Steroids (EPAF Flat File Upload) The Banner EPAF process is integral to the high quality of job information we have at The University System of New Hampshire. This informative presentation will show you how the EPAF flat file upload process harnesses the power of the Banner EPAF while saving preparation time, increasing accuracy, decreasing errors and improving audit ability. The presentation will demonstrate both the manual procedures and the technical aspect of the process. The EPAF Flat File upload process makes the EPAF usage Flexible / Timely/ and requires little to no modifications to Banner baseline programs.

Application Management Services

0138: Testing upgrades/patches/beta releases
This presentation is designed for both function and technical users. The focus of this presentation will be on a methodology of how to test upgrades/patches/beta releases for banner, with a focus on banner student. This program will show the progress of a plan from start to finish on a specific release upgrade and a specific beta release test. The test plan will focus primarilly on banner student release 7.5.2 but the methodology can be used across the spectrum. Additionally a Texas Connection Consortium Beta release will be used as an example for a beta release plan.

0157: Use Case Modeling Software Development
Usually underestimated, System documentation is important, and your organization should develop and implement a simple policy to ensure that it is kept up to date at all times. Many well organized IT departments fall short of expectations when it comes to documenting system changes and updates, particularly on in-house developed systems. This could lead to serious consequences. Missing or inadequate technical documentation, especially with older in-house systems will usually result in operational difficulties and substantially increased systems analysis effort. In such cases: - You are likely to be totally dependent on a few key staff - You cannot validate proposed technical changes - You have no effective way to train support staff. At The University of Texas Pan American we are Use Case modeling our software development processes to improve the delivery of IT services. As part of Software Engineering, Use Case Modeling software development has become the detonator to adopt other IT Best Practices. We want to share our experience of adopting a documentation culture in an environment where documentation policies did not exist. The approach has helped us to better communicate with our users. Software maintenance, troubleshooting, system enhancements, etc. are now easier and faster than before.

Banner Document Management Suite

0134: BDMS/Xtender Sandbox - Configuration, Benefits & Pitfalls
This course will take a look at the BDMS, Application Xtender / Web Xtender & Reports Management sandbox test environment at Auburn University that isolates untested code changes and outright experimentation from the production environment. The versions that will be used in this presentation are: BDMS 8.1, Application / Web Xtender 5.40.322, Application Xtender License Server 5.40.322, Disk Xtender/License Server 6.2 & Reports Management 5.40.190. Auburn University has been using Application Xtender integrated with banner for over two years and has just implemented it's first use of Reports Management. This course is intended to show the value of the test environment to management and the details of the configuration to the system administrators.

Banner Enterprise Data Warehouse (EDW)

0146: EDW-The Rubiks Cube of Data
This presentation will give the audience an overview of what it takes to get an EDW Enrollment Cube operational. The concepts of data cleansing and transformation, alternate drill paths and data groupings will be included. If your institution has purchased the EDW and are new to the product this is a must see session. Live demo of WSU Enrollment Cube

Banner General

0131: Banner Data Import via SSB HTML Upload
Do you need to allow users to import external data into Banner tables but dont want to deal with file transfer clients? This session covers using Self-Service Banner and HTML upload to import data directly into Banner from CSV data files.

0104: Create Your Own Self-Service BannerPages
This session will discuss how to create custom self-service Banner pages. Topics will include package creation, PL/SQL code to use, the htp/htf objects, creating custom user roles, WebTailor and downloading data to an Excel file.

0037: Load any Excel File into Banner
The presenter created CSV Loader in 2007, and it has been used numerous times in Advancement Services of College of St. Benedict/St. John's University (CSB/SJU) to mass upload Excel files into Banner. CSV Loader currently works with Oracle 9i and Oracle 10g. In an effort to centralize CSB/SJU data, CSB/SJU Advancement Services continuously import external data from spreadsheets and databases (including shadow databases) into Banner. The data can be in form of Event Attendance Records, Biographical Info, Prospect Info, Ratings, Special Purpose Codes, Special Activity Codes, Mail Codes, etc. Conventionally, SQL Loader would be used. However, it takes a considerable amount of time to parse a spreadsheet/database into control (CTL) files. CSV Loader is able to automatically parse a Comma Separated (CSV) file, derived from a spreadsheet/database, into a number of SQL insert statements. Through the user interface of CSV Loader, a user will be able to indicate in each CSV file column, the Banner tables and columns where that CSV column info should be recorded in Banner. The configurations can then be saved, so that at a later time, a user can just pull up the same configuration to import a similar spreadsheet/database.

0023: Making Banner Your Own!
Indiana University of Pennsylvania (IUP) has developed a method for creating enhancements to core Banner modules combining functional, technical and project management roles into a single overall structure. This structure has led to more than 100 notable seamless enhancements to the delivered Banner system without modifying the Sungard Higher Education-delivered code or data structures. These enhancements span the spectrum of custom-built functionality as well as integrations for both onsite third-party packages and a variety of vendor-hosted solutions. This presentation will review the reasons why IUP needed to develop such a structure as well as details of how it operates in functional, technical, project management and executive arenas. An explanation of the specific tools utilized and the roles of various individuals will be outlined. The presentation should have value to any Banner functional or technical user both new and experienced - with interest in methods for enhancing Banner without negatively impacting the delivered modules or the ability to upgrade the product. IT leaders will be interested in the project prioritization, goverance and staff professional development aspects of the methodology.

0083: NCAA Automated Reporting From Banner
This presentation will describe, in detail, Indiana University of Pennsylvanias process for uploading data to the NCAAs CAi online system. Both technical and functional users will find the information presented useful. An overview of past processes and issues will be reviewed, followed by a discussion regarding the need for a more automated system. Technical information will be provided outlining the methods used for generating the file to upload into CAi and the processes that the end user performs to prepare and upload the file. The session will end with time for questions and answers.

0032: Pro*C Tutorial
This is a tutorial suited for new Banner clients who see a need to add or customize existing processes to fulfill their institution's objectives. This class will detail and highlight the principal programming language, Pro*C, as it runs within the Banner framework. To demonstrate the concepts effectively, the class will walk through a sample program containing various features of the Pro*C language and its interaction with the Banner environment. Helpful tips will be given along the way. The intended audience for this class will be developers as well as technical staff who want a behind-the-scenes at the programming infrastructure of the Banner environment.

0071: The Patch Master Series
I have studied under the masters Brett Lovelidge, Rafaat Farhat, Tony Keller, and Jon Emmons. I have worked through tons of error messages and mistakes. This is a compilation of approaches, tips, and best practices for applying Banner Patches and Upgrades and how to keep track of what is done, where and when.

0065: Toad for Oracle Report Automation
Use of TOAD to connect to standard Banner tables and possibly ODS tables and demonstrate how to save SQL for easy re-use, as well as using TOAD's AppDesigner to build APps that can be scheduled with other reports (queries). These Apps can be called up manually, or called up from a command line, or schedule from with TOAD. Illustration of each of the methods and discussion on how these automated reports help WSU's OSFA Operations and Fiscal Units. Script sharing that renames each of the outputted Excel files and appends the creation date and time to the end of the file. This makes it easy for staff to identify which reports were run at the end each week, and prevents any overwriting of reports. The audience of this presentation would be those who provide data in the form of reports (Excel files) to their internal and external customers. They would want to find ways to automate some of their repeatable reports, making their process(es) more systematic.

0034: Upgrading Pro*C to Banner 8
This presentation is aimed at both new and current clients of Banner who need information and guidance in the task of upgrading customized Pro*C processes into the new Banner 8 environment. This upgrade task is unlike past version upgrades due to the changes to the database, which will require rewriting portions of existing Pro*C programs to be compatible with the new environment. The presentation will first outline the main categories of changes that are required, followed by specific steps and examples for each of the categories to successfully transform Pro*C coding that will function correctly in the Banner 8 environment. The intended audience for this class will be developers and other IT staff who want an idea of the specifics of what will be required in the Pro*C conversion task.

0036: Using FGAC and VPD to restrict SSN
This session will go over Oracle Virtual Private Database specifically DBMS_RLS and how to restrict sensitive columns from view. I will go over the setup and configuration to restrict SPBPERS_SSN from the database level and how to integrate that into the same Business Profile used for hiding fields on a form. This is perfect for reporting when you want end users to only see SSN if they are permitted to see it on a form.

Banner Human Resources

0188: Salary Planner - How to set it up?
In this class, participants will learn from the University of West Florida how to set up the validation and rule forms that are required for implementing and using Salary Planner within Banner HR and Employee Self-Service. The class is targeted towards functional users and technical staff that would be responsible for implementing Salary Planner.

Banner Operational Data Store (ODS)

0078: Making SungardHE ODS User Friendly and Credible
CSB/SJU Advancement Services began to use Operational Data Source (ODS), a data warehouse solution from SungardHE, two years ago. Before ODS, we were unhappy with the performance of our Reporting Software against SungardHE Banner (live data), because Banner is only optimized for update & delete (DML) transactions, and not for query. However, efforts from IT Services did not end with ODS installation. ODS greatly improves the query time of our reports, but it also presented us with these challenges: 1. Users are accustomed to Banner table and column names. ODS table and column names are different. Users should be able to see the translations between Banner table & column names and ODS table & column names. 2. Occasionally, users find faulty data in ODS that will make them doubt the credibility of ODS data. IT has to proactively check for and fix the data inconsistencies through automated processes instead of waiting for user complains. 3. Documentations on proactive checks & fixes, Banner ODS record count & value comparisons, and table & column name translations must be readily available at all times. This presentation is going to elaborate on the challenges above.

0169: ODS 8.2 - Experiences from a Beta Tester
Get the first hand experiences from an ODS 8.2 Beta Test Site. Overview architectural changes and how well they actually worked. Will also cover install tips, testing and performance comparisons. If you're thinking of moving to ODS 8.2 you won't want to miss this one!

0145: ODS Reporting in Cognos: View from IR
This presentation focuses on the process of gathering information across campus regarding data needs, retrieving that data from the ODS, examples of reports written in Report Studio, and finally how Wright State trains the university community to run their own managed reports. Q&A at end of session. This session is designed for IR and IT staff who serve their university reporting needs and are new to the ODS.

Banner Unified Digital Campus

0187: Creating Great Software
Learn how the University of Illinois created a software application, interfacing to Banner data that met the needs of the HR user community. The session will discuss challenges and rewards of working closely with a large user community in the development of software applications. Requirements gathering techniques to the iterative development process will be discussed. Audience would include anyone involved in software development projects. End users, developers, analysts, project managers, etc.

0060: Customizing Banner without Modification
Balancing campus software needs with vanilla Banner limitations has proven to be a complex and challenging dilemma. It is inevitable that enterprise system software requirements will go beyond what is possible with baseline Banner delivered features and functions. This session will provide a technical oriented overview of some of the custom Banner based applications that have been developed at Emporia State University which provide customized functionality outside of what is delivered in baseline Banner. Emporia State University has utilized Oracle Forms, PL/SQL, Web Tailor, Pro C and Evisions Form Fusion to create custom applications in SSB and INB for a Paycheck Simulator, Legacy Transcript Generation Forms, CARS Vehicle Reservation Module, and an HR Student Employee Eligibility forms. A brief demonstration of these forms will be given.

0041: Implementing BEIS: A User's Experience
Banner Enterprise Identity Services (BEIS) is a new Banner feature to facilitate identity provisioning and authentication across your unified digital campus. This session will present a high level overview of how BEIS works and details on how best to implement it. Learn how to organize your Identity Management project to make the process more efficient, based on experience and lessons learned from St. Louis Community College.

0042: The Big Bang - Upgrading to Banner 8.1
As with any major software upgrade, along with the many new system features and capabilities come new challenges that must be met. This presentation will review Emporia State University's experiences in upgrading to Banner 8.1 while also managing latest release upgrades to the Operational Data Store, Enterprise Data Warehouse, UC4, Luminis Portal, Cognos Business Intelligence and the Touchnet Payment Gateway. All of this and a complete Banner Systems hardware refresh in an 8 month duration project. Through the session, we will discuss project management and planning, resource requirements, building the test and production environments and an in depth review of the test plans that were executed by functional and technical staff to ensure a successful go live. The session will also provide a review of functional and technical issues encountered, and lessons learned.

Banner Workflow

0048: Go with the (Work)Flow: Pilot to PROD
In 2009, the University of Notre Dame implemented a pilot process via Banner Workflow for the Registrar's Office to notify a variety of constituents upon a student separating from the University. Following an assessment of the pilot, the University decided to make the Workflow tool available to other departments around campus, including HR, Payroll, Finance and Student Accounts. Lessons learned from the implementation will be discussed, including: the method by which the University determined the appropriate process to pilot; ensuring buy-in is achieved from those impacted by the process; aspects that were considered during the assessment phase to determine if Workflow was truly a viable solution for other departments to utilize; and the creation of a Workflow Governance Committee at the University as a means to facilitate and support the development of additional Workflows, promoting a collaborative partnership between functional and technical users. This presentation is intended for those who are just beginning a Banner Workflow implementation or are considering implementing Banner Workflow.

Implementation Services

0013: Stress Testing Banner Apps with JMeter
Stress testing applications, before releasing to large pool of users and for intense use, is critical to the successful and smooth launch of Banner applications such as SSB and INB. A case study will be presented on how Georgetown University utilized freely available testing tool JMeter to test SSB before releasing to pre registration and registration SSB functionality to large pool of students. This sort of stress testing is especially important for institutions attempting deviations from Sungard suggested hardware and software configuration. Any performance bottlenecks will be captured and fixed before the system is released for full production use.

Luminis Platform

0171: Cisco Load Balancer and Luminis
This presentation is intended for a technical audience, and outlines the steps taken by the University of Oklahoma to successfully deploy their Luminis servers in a load balanced environment with SSL off-load. This presentation will include a brief overview of the network environment in which the system is deployed, as well as provide detailed configurations use on a Cisco CSS 11500 series load balancer equipped with SSL off-load modules. Though the details of the presentation are specific to the Cisco load balancer platform, the configurations can be adapted to work with other hardware load balancing platforms.

0140: Luminis Idol
Interested in seeing what amazing things you can do with Luminis? Come watch schools compete for the title of Luminis Idol by demonstrating how they have created compelling portals through customization, integration, unification and prestidigitation! Each contestant school is given the opportunity to demonstrate the work they have done with their portal to enhance the user experience for Students, Faculty and/or Staff. Learn how you can do the same with question period and follow up with presenters. After all the presentations are made, the audience will select this year's Luminis Idol to continue the tradition of excellence demonstrated by all who have competed in this event. Interested in being a contestant school? Maximum 8 contestants. Contact Alistair Calder before March 15, 2010: acalder@bcit.ca

Microsoft

0108: Intermediate Reports with SSRS
It is easy enough to create a data source and run through the wizard to create a report, but what do you do after that? How can you enhance a report so that the user has enough control of the report to not require further IT assistance? What can be done to help allow users to see what they immediately need access to, but also provide them with information they may need later? This session will look into parameters, expressions, and charts as means of taking your reports to the next level.

Oracle

0016: Antidote for a SQL faux pas
In a perfect world it would never happen. In the real world it will rarely happen. But for the Oracle DBA, if it does happen, you'd better know what to do. Sometimes the best intentioned programmer (or DBA!) messes up a "where" clause and the next thing you know your production database is corrupted. Fortunately, if you know about the error soon enough, there are tools you can use to recover from such a situation. This presentation will discuss certain options available to the DBA when an erroneous SQL update has to be backed out of a database - without resorting to a full recovery. Included is a real-world example of something that actually occurred at Lehigh. Intended audience: Oracle DBAs

0126: USING ORACLE APEX TO CREATE USER- FRIEND
Southeast Missouri State University has developed a College Cost Estimator that potential students can use to check incidental fees, other miscellaneous fees, and potential merit scholarship amounts. Southeast MO State University used ORACLE APEX to construct an interactive web page to meet this requirement. This webpage is now in production and is serving as a recruiting tool as well as a quick reference for faculty/staff on campus when dealing with students questions about fees and merit scholarships. The presentation will be a step by step overview into the creation of this webpage along with its printer-friendly version. There will discussions on the use of HTML and JavaScript in APEX. The main part of the discussion will be the incorporation and use of AJAX into the APEX page. AJAX allows on-demand calling of PL/SQL procedures from the APEX page. There is also the ability to send parameters to these procedures. A discussion will end with a demonstration of the finished product.

Portal and Collaboration Services

0179: Deploying Luminis
The process of deploying a portal is outlined in detail. From conception thru to deployment and feedback received from the client base.

PowerCAMPUS Unified Digital Campus

0116: Automated Account (AD/Exchange) Mgt
Big changes in the relationship between Microsoft's Active Directory and Exchange occurred with implementation of Exchange 2007. This presentation will deal with those changes and how to use scripts to automate account creation from PowerCAMPUS data.

0110: First year administrating PowerCAMPUS
There is so much to learn during the first year on any job. I will describe what my first year administrating PowerCAMPUS was like. From creating a mailing list my first day on the job, to finding a bug in PowerCAMPUS and having to go through a restore process, this presentation will cover various issues you will need to be prepared to encounter. I will address the various resources that are available to help you become familiar with PowerCAMPUS, and talk about the top 10 tables you should know and why.

0160: PowerCAMPUS Dataflow
Data Flow Understanding an Integrated Solution: This session will trace records from inquiries to applicants to students. Emphasis will also be placed on what data elements could impact student billing. This session will address key data elements in each step and what data is provided by specific areas with identification of data handoffs. Key data elements such as flags and statuses will be identified in the data flow. This information is invaluable in creating reports and vistas from within PowerCAMPUS. The information is presented so that new and experienced users can gain an insight into the data flow within PowerCAMPUS. An understanding of the dataflow in PowerCAMPUS will improve the relationship of the offices and give insight into the impact of missing or incorrect data. It will also help to identity what additional information would be good to collect and enter into PowerCAMPUS.

0115: Sungard Apps in a Virtual, Citrix Env
How we virtualized alomost all of our servers and deliver Sungard applications in a Citrix Xen Center environment and saved money in the process.

Project Management Services

0135: Oops I did it again
This sessions is designed for people involved in developing, tracking, and implementing projects of any type. This specifically will focus on 1)a database upgrade that had link issues that caused many access and job issues. Had we taken the time to adequately map links and worked with 3d party vendors most of the issues resulting from the upgrade would not have occurred. Additionaly the presentation will focus on tools that can be used to develop, track, and implement projects to alleviate last minute shut-downs or delays in projects.

Systems Integration Services

0094: Building a Banner Bridge
The purpose of this presentation is to demonstrate the integration of Banner with other CRM tools. This session will demonstrate the usage of two bridges using Axiom (for CRM->Banner) and Access (Banner->CRM) to keep the information accurate between the two systems. This session will cover tools and systems such as Banner Student 7.5, Access 2007, Axiom 2.6 and Customer relationship management.

Technology Management Services

0185: Audit Compliance and Best Practices
This presentation will help IT managers, DBAs, and programmer/developers to prepare for that portion of a Financial audit that concentrates on the IT department. PLU is a campus that has successfully weathered a number of visits from the auditors and in doing so we have developed a set of standards and procedures that allow us to satisfy most of their audit requirements. We will share our experiences, as well as provide some hints on the preparations that helped us through these yearly audits.

0133: Edward Waters College: A Case Study
When your institution decides to implement a ERP solution such as PowerCampus, it can be a daunting task. At Edward Waters College, we bought the PowerCampus solution in the year 2003. It was not fully implemented until the year 2006. The college had many issues it had to overcome and we had to navigate through these issues. This presentation is the classic "Little Train that could". Through scandal,three Presidents, almost lost our accreditation, a student murder near the campus and no money, we were able to prevail. This was not an easy task to perform. There were several casualties that resulted, however the college did not give up. We literally danced with the devil and was able to turn our adversities into triumph. This is a "feel good" case study that will show how this small historically black college survived and is now on the upswing. With the first Women President in history at the helm and new global society programs to prepare our mostly urban, disadvantaged students to be better prepared to make a difference in this volatile economy. Although there are still issues our students, faculty and staff are using PowerCampus to move into the twenty first century.

0093: IT Structures for Today's Priorities
Today's priorities are very different from the possibilities of tomorrow. How do you keep you IT staff organized to satisfy the priorities but keep them motivated to dream of the possibilities? The University of Toledo has been out of the implementation of Banner for over 2 years, it was a long 5 year process. During that time we merged with another Medical University, went through several administrations, including a new CIO, and numerous budget cuts which reduced our staff in IT. Come learn how the Enterprise Application area has redefined itself to try to meet the ever changing expectations of the various functional departments while also planning for future possibilities. We will discuss structure, motivation, skill sets, and evaluations. We will discuss our challenges that continue and the work that we have been able to accomplish during very trying times. We will discuss how a more fluid structure is not always seen positively by the Human Resource office or the Unions involved.

0090: Making Sense of The Madness
Each year, UVUs IT Administrative Programming Services receives hundreds of request for programming services. With limited resources and high demand, it can be maddening to prioritize the request that best supports institutional goals as well as meet customers needs. UVU redesigned our service delivery approach to use a model of project management that assists us in using our resources more efficiently, keeping our customers informed and up to date on project status and gives IT mangement tools to more strategically support institutinal goals.

0183: Migrate to ALUTF8 with CSALTER
This session will address an alternative to rebuilding your Banner database using import/export in order to move it to the UTF8 International Code Set. A number of other campuses have successfully migrated to UTF8 using Oracles CSALTER tool. This method is primarily advantageous for those campuses that have a clean Banner database, with relatively few convertible tables to handle. If you have not yet taken this step to UTF8, and then Banner 8, and you are not looking forward to a complete rebuild of your production database, then this might be a method you could employ.

0158: Recruiting Top IT Talent in Rural Areas
Abstract: For Institutions in rural areas, recruiting and retaining IT professionals is a masterful art. In the competitive area of education, institutions in rural areas must be creative and successful in hiring and retaining candidates with the best IT skills. Learn how three leading institutions have succeeded in this endeavor. Listen to both the President and CIO perspective on how to achieve the right mix of talents and skills through effective recruiting and retention efforts. Learners: The intended learners/audience are all Higher Education Executives who are concerned with not having the right IT staff employees, talents, and skills to support their Information technology environment. This session will be of special interest to all executives who are concerned with support, costs, and sustainability of their ERP and entire IT investments. Presenters: The presenters will be the President of one of SunGards Managed Service sites along with CIOs from State Fair Community College, Sedalia Missouri, Truman State University, Kirksville, Missouri, and Moraine Park Technical College in Fund Du Lac, Wisconsin.

0182: VMS: So Long, Farewell, Adieu
Support for Banner on OpenVMS will only be available through the life of Banner version 8. So what are VMS clients doing to prepare for this change? Plans to move to a new Operating System should already be underway. Plans to move to a different platform may also be under consideration. We will present our long range plan for moving to a new OS, including the conversion of existing VMS tools to UNIX or LINUX scripts. We will also address our short term plan for moving to Banner8 under OpenVMS. This project is currently underway and will be completed before Summit 2010.

Training Services

0147: Free the Data: Excel Pivot tables
Hands on training on how to do pivot tables in Excel 2008. A must attend session if you are required to work with data on a daily basis.

Student Services and Enrollment Management

Special Interest Topic/Group Meeting

0039: BOF Medical Schools Using Banner
Promote and share solutions implemented for the use of Banner for the buisness requirements of Medical Schools

0073: Large School Consortium Annual Meeting
This is an annual open meeting of the Large School Consortium at summit. The leadership council will update the audience on the work carried out by the LSC during the last year. Focus will be on the collaborative work carried out with SGHE, LSC participation in the community commons, update on the work carried out by the Special Interest Groups in Finance, HR, Student Aid, and Oracle DBA. The meeting is open to all members of the LSC.

Banner Enrollment Management Suite

0072: Enrollment By Design
Tarleton State University is the first university in Texas to implement the Banner Enrollment Management Suite. This session will provide a roadmap of Tarletons experience as a 110 year old institution who has always done it that way to one with vision and focus for the future. With a new president and a new direction, Tarleton purchased the SGHE Recruiting and Admissions Relationships and Performance solutions in February of this year in the universitys effort to move from enrollment by chance to enrollment by design. We went live with Relationships during the last week in August just in time for fall 2010 recruitment cycle and have already realized the many benefits that come with a fully integrated CRM solution toward recruitment and retention efforts. Come hear about where we were, where we are, and where we are headed to serve the whole student with the Banner Enrollment Management suite. Tarleton State University is a regional university located in North Central Texas with a total enrollment of approximately 8300.

0180: Placeholder for Early Alerts
Will describe the capabilities of the upcoming Early Alerts and Surveys product

0181: Placeholder for Retention - Course risk
Will discuss a planned new product that predicts which students are at risk of failing a course, and gives faculty a way to communicate with those students efficiently. The school that developed this application will talk about their success in reducing D's and F's, while achieving faculty and student satisfaction.

Banner Financial Aid

0125: Direct Lending Bootcamp: Banner Basics
This session will cover basic processing steps for Direct Lending in Banner. We will discuss various processing requirements in the Direct Lending program and how these requirements are accomplished in Banner. This session is intended for those brand new to Direct Lending, those considering transitioning to Direct Lending or those new to Banner.

0152: Direct Loan Reconciliation
So you've survived your initial setup and made your first disbursements in Banner for Direct Loans. Now it's time to reconcile your records. On a monthly basis, you are required to perform a reconciliation of your Direct Loan Student Account Statement with your disbursement and loan records. This session will focus on how Colorado State University uses Banner delivered processes in conjunction with the Department of Education Software, DL Tools, to do a monthly reconciliation of Banner to COD.

0050: Direct Loans: The First Year
Worked in FFELP all your life? Not sure what to expect in the transition to Direct Loans? This is the place for you. We went live with Direct Loans for fall 2009-2010, having done FFELP in Banner since 1996. We are a small private non-profit college, currently using Banner 8. I am dealing with standard aid year, borrower based year, online, undergraduate and graduate situations. Learn how to set up Banner for DL, learn what needs to be set up with the Dept. before you start, and most importantly learn from our trials and tribulations. I have learned a lot about direct loan processing this year, some good, some bad, some ugly! Well, maybe not ugly!

0118: FA Terms & Conditions - YR 2
Boldly go where no one has gone before and for good reason! See what the University of South Florida has done with baseline FA WWW Terms & Conditions in 2009-10 and will do for 2010-11 and beyond for General Financial Aid and Scholarships. This includes fund code set up and the corresponding set up of FA Self Service Variables, Rules and Text Messages and linking web pages. Match students to their personal scholarship terms & conditions so the student only has to agree once per scholarship and will see the same information each aid year until they graduate or lose it. Test by seeing what the students see in baseline FA WWW. Year 1 was great and Year 2 will be even better ...my boss told me so!

0018: Paperless Financial Aid Award Letters
We will describe a Banner customization that allows University of Illinois students to easily access their letters of financial aid awards online. The letters are generated dynamically in HTML and PDF format through use of the PL/PDF third party product. Eliminating paper-based mailings of the award letter has saved the University of Illinois in excess of $100,000 each year.

0151: Processing Direct Loans in Banner
Implementing and processing Direct Loans may seem like a daunting task for those coming from the FFEL program. Whether you're switching from FFEL or have been processing Direct Loans for some time, Colorado State University can offer you perspective and assistance with Direct Loans. This session will focus on initial options setup, automation via AppWorx, interaction with G5/COD, and the everyday processing and reports that keep the Direct Loan process humming. Colorado State University has been processing Direct Loans since year one and has created efficiencies in processing that can help your school package and disburse a Direct Loan in just one day.

0120: R2T4 - Are you in Compliance
Are you sure youre in compliance with R2T4? The Federal Return of Title IV process is extremely complicated. In this presentation, well show you how Southeast has streamlined the process from identifying R2T4 students all the way through notification. This is done through creative reporting and automated letters without modifying Banner baseline forms and keeping in compliance with federal regulations. Well show how we have complimented RPRTIVI, RPRTIVC, and RPRTIVR by writing additional in-house software to enhance the R2T4 process. These enhancements have been placed in Job Submission to emulate Banner-baseline. The major advantage of this Southeast-written enhancement is the automatic mass-selection of appropriate institutional charges. This is to ensure that the charges used in the calculation are the same that were initially assessed the student for the entire payment period/period of enrollment, as applicable, in accordance to the regulations. Additionally, our reports allow quick viewing of information to easily return the appropriate funds and provide details on accounts with adjustments made after the return of funds has been processed. Well also show our automated letter system which, in addition to letters, creates labels, a Financial Aid Recovery Report, and an R2T4 Summary Report. In the end, youll knowAre you in compliance.

0014: Reconciling DL--Separating Myth from Reality
Now that you have mastered the Direct Loan origination and disbursement processing in BANNER, you will find that reconciling your loans and closing out the loan year is very easy in BANNER. This session will highlight the methods of Direct Loan reconciliation at Denison University ( a small private institution) and at Miami University ( a medium, state university) using the SunGard Banner system. The session will provide details on the system set up and reports that can be generated for reconciling DL by using the Department of Educations free software Direct Loan Tools with Banner. The session will also provide details about unique ad hoc reports that were created by a school which can be generated from BANNERs GJAPCTL to enhance the reconciliation process and to help with Quality Assurance for the program . Participants will be able to request copies of the code for any or all of reports reviewed in the session. This target audience for this presentation includes functional users who process Direct Loans and IT staff who support the financial aid offices.

0074: Scholarship Application and Management
UMFlint has a Financial Aid Scholarship web application for integration with Sungards Student Information System (SIS). This application is a complete management system for the scholarship process and corresponding functionalities. The application has an end-user interface, directed at students, which facilitates the submission of an online scholarship application. Its designed with usability in mind, allowing students to go back again and again, updating their application until the closing date. The application has a management area, directed at Financial Aid staff. Its an administrative domain that gives the staff power to make changes in the scholarship area such as adding new scholarships, changing scholarship attributes, running the eligibility process, etc. Lastly, the application has an area for the scholarship committee members. The committee members make the scholarship recipient choices. They are presented with a list of eligible applicants, can give out awards, make applicants ineligible, etc. This application has greatly simplified the business processes of our Financial Aid office. Imagine having to check thousands of applications against and eligibility matrix consisting of, say, forty or so criteria for a single scholarship. Given 1000 applications, 40 criteria, and 200 scholarships, we would have to check 8 million items!

0011: The NEW Perkins loan
What is it and how does it work? Currently in proposal the Perkins loan is set for major changes. We will look at all available aspects from how your allocation will be determined to how processing in Banner is being planned.

0038: Usefulness of Financial Aid Self Service
Banner Financial Aid Self-Service has allowed our campus to communicate more thoroughly to our student population. See how a school has implemented these tools and realize the usefulness of Self-Service for student success as students navigate through your institutional processes.

0055: Using Oracle views for complex rules
For many, building packaging groups with RORRULE is just the bee's knees. But what happens when you hit expert mode's dreaded character limit? Or you need to use some savvy SQL function that RORRULE can't handle? This session is going to show you how Purdue uses Oracle views to pre-assemble Banner data to make RORRULE criteria easier to write and maintain. You'll learn the tricks and traps that can help you quickly implement this approach, giving powerful querying capacity to your department's most novice RORRULE users. This session is recommended for financial aid and information technology staff. While Purdue's solution was developed on Banner 7, the solution is not version specific.

Banner General

0052: Address Verification in Banner
Real-time address verification, telephone, name, and email checking are integral parts of improving data quality and communication. With CLEAN_Address, address verification is now an easy, low-cost solution for institutions using Banner. Attendees will learn the basics of address verification and the simple process to support real-time, seamless integration in Banner Forms (INB), Web self-service applications, and batch processing. CLEAN_Address supports address verification, telephone checking, name standardization, and email address validation within all components of Banner - INB Forms, Web Self-Service, and Batch processing. Overview: 1. Functional overview of address verification and the benefits 2. Technical discussion of architecture and implementation with live demos 3. Financial return on investment by having data quality checks 4. Discussion of batch and real-time data quality checking within Banner

0076: Argos - Moving into the Community
Searching for THE Banner Reporting Tool your obsession? Mine too! After building my own Banner reporting tools for years including BannerAccess a MS Access based Banner reporting tool, I found Argos, the Evisions product for Ad Hoc Banner Reporting. I wanted it from the moment I saw it. Argos was my BannerAccess with all the missing pieces that I never found time to develop. Learn about our experience installing Argos, joining the Argos User Community, acquiring free community written software, and converting to Argos. Argos can help you with todays priorities while presenting many new possibilities for tomorrow.

0112: Key's to Precision Enrollment Management
As Colleges and Universities are continually challenged with rapidly changing needs of the workforce, increased competition to attract students, and the need to find ways to support students as they attempt to achieve academic excellence, Precision Scheduling and Strategic Enrollment Management become extremely important. This presentation will provide a comprehensive overview of how Valencia Community College developed a plan to strategically manage the class schedule, faculty, and facilities. In addition, this session will also explore how customized data and reports have driven student-centered decisions. During this session participants will be invited to learn about developing enrollment management principles, faculty hiring processes tied to enrollment plans, and developing space utilization and enrollment reports. Learn about the tools used at Valencia to, including divisional SWOT plans.

0086: Leveraging CleanAddress at Your Institut
Leveraging CleanAddress at Your Institute This informative presentation will show how the University System of New Hampshire implemented CleanAddress in Self-Service and Banner Form PPAIDEN. We were able to harnesses the power of CleanAddress to guarantee accurate address information and to maintain the address standards at our institute. In the presentation we will touch on: 1. General functionality of Clean Address in Self-Service and Banner Form PPAIDEN 2. Several dynamic parameters that will allow you to customize the product to meet your institutes needs. 3. Surprises that we did not expect 4. Procedural changes made and why

0054: Popsel loader: a campus-wide interface
Banner is well integrated. But what about processing data derived from those non-Banner departmental systems scattered about campus? From parking fees to library fines it seems like every department wants their own interface. This session is going to show you how Purdue leverages its system-wide student id to provide a generic interface path based on the power of Banner population selections. This best practice approach can trim development hours and reduce your schools TCO by giving a common gateway to departments with similar interface needs. This session is recommended for student services, enrollment management, and information technology staff. While Purdue's solution was developed on Banner 7, the solution is not version specific.

Banner Performance Reporting and Analytics

0165: Key Performance Indicators - A Journey
Educational institutions are increasingly mandated to measure and demonstrate performance to internal and external audiences. Governors, executives and other senior managers are called upon to make evidence-based decisions, monitor ongoing organizational performance, and report progress against strategy. Successfully developing a conceptual framework for a measurement program, as well as the strategy for implementing performance management metrics, requires consideration of the organizational, cultural and business process environments, as well as technical planning. This session provides an overview of leading resources for developing models for institutional key performance indicators (KPIs) as well as outlines the ten year journey of Vancouver Community College in developing an institutional balanced scorecard, aligning with a provincial accountability framework, implementing the ODS and EDW, and early work on dashboarding.

Banner Recruiting and Admissions Performance

0178: To Admit, or Not To Admit, That is the ?
Attend this session to learn how the University of Illinois at Urbana-Champaign uses Banner and the Banner online application to allow for a selective admission review process, which includes posting our freshman decisions online on two specific dates each year. Ratings, batch decision job and the online application set-up will be among the topics discussed to help you create such a system. The UI is currently using Banner 8.2 and has used various versions of Banner for admission since 2003. The current selective admission process being demonstrated was developed in 2006, and approximately 100,000 freshman applicants have received their decisions through this system. Admissions staff from selective colleges & universities are encouraged to attend and share stories on how your institution uses Banner for admission review.

Banner Student

0127: A/R Write Offs How to Keep Your Sanity
Are you manually writing-off charges each year? Are you backing out each detail code or do you have an allowance for doubtful accounts system in place? How do you know if youre really writing-off the correct accounts? In this presentation, well show you how Southeast writes-off our uncollectible accounts accurately through creative reporting without modifying Banner baseline formsand without running popsels. While Banner has accurate reconciling and aging reports, not every account within an aging range deserves to be written-off. Issues include: Accounts currently with a Collection Agency, in court proceedings, bankruptcy, etc. or your collections officer is working payment arrangements. . We have complimented TGRAGES by writing additional in-house software to enhance the aging process. Enhancements have been placed in Job Submission to emulate Banner baseline. The major advantage of this Southeast-written enhancement is the automatic mass-write-off of accounts based upon user-defined criteria within the job parameters. Additionally, reports allow quick viewing of account/record information and provide details on accounts that update TBRACCD, SOAHOLD, and TBBACCT after job submission. Well show how you can separate small dollar balances from large dollar balances. In the end, youll know how to keep your sanity with aging A/R and writing off old debt.

0080: Admission Application Loading using EDI
Have you ever wondered how to upload admission applications into Banner if your school has electronic applications coming from other online sources? University of San Francisco has developed the native interface with Banner to process admission applications received from other online sources, like Common Application, CollegeNet and LSAC. This presentation will explain how to make use of Banner baseline TS189 Data loading process SAR189u to load admission application data. This presentation will cover the steps needed to implement this interface. The presentation will also demonstrate how we are loading other application data that cant be loaded into Banner using SSB, like students' parent phone, email. This session will be useful to all Summit attendees who focus on student admission. USF is running on Banner Student 7.4.0.1. I have 9 years Banner experience.

0027: Auto Load of NSC Transcript Requests
As the number of transcript requests we received from the National Student Clearinghouse(NSC) increased, we needed to find a way to automate getting them into Banner instead of entering them manually. We developed a process to automatically pull the NSC file daily from the NSC, load that file into a holding table, and then created a user run process in job submission to manipulate and load the new requests into the Banner transcript request table while also reporting back crucial information to audit the requests for items like a balance due or old ledger card needed. This session will walk through the functional needs we had to address and the technical steps we took to address them. The code will be made available as well. We implemented this solution on Banner 7.3 and have around 15 years experience with the product. This session will be geared towards functional users who may want to see what's possible, and technical users who would like to see how we accomplished it.

0077: Automating Clearinghouse Transcript Info
This presentation is directed toward those institutions that use the National Student Clearinghouse to handle their transcript requests. Our old process required that the transcript requests had to be manually typed into INB from information received from the Clearinghouse. This process was redundant and often was accompanied with many data entry errors as this was the only way to get the information into Banner. Working with the Clearinghouse, we now receive a daily file that contains all of the transcript information for that day. We have created a script that takes that file of requests with their information and imports it directly into the transcript tables associated with the SHARQTC form via a Banner job submission. The process checks and marks the appropriate 'Hold Processing' check boxes on the Banner form. All of the issuing address information is loaded eliminating the need to manually type it in which greatly reduces data entry errors. An error report is also generated that the processor can use to troubleshoot records that didn't load properly. A custom script has been created by us at USU that allows for this process. We are more than willing to share this script with other institution.

0128: Banner Tape Load and Common Matching
How Utah Valley University (UVU) sets up and uses the Banner Tape Load and Common Matching procedures to minimize Multiple PIDMs.

0099: BOF for Law Schools using Banner Student
This session will provide a forum for Law Schools using the Banner Student product to share issues and solutions specific to the needs of Law Schools. Items to be discussed could include: - Year Long Grading - Multiple Grading Schemes (numeric/alpha) - Blind Grading - Ranking Other topics to be determined. Come share your challenges and solutions.

0096: CAPP Basics for Success
CAPP basics will look at planning and implementing your degree audit CAPP solution. It will look at pre-planning for implementation as well as show our new design that gets rid of longer, more cumbersome layouts in WebCAPP. This is a beginners session, meaning no question is too small!

0089: Common Free Time Slots
A software tool that produces the feasible schedules for a new section based on students who have enrolled in a virtual waiting list section. The tool uses the unique IDs to query the Banner SIS database (SWBENRD and SCHEDULE) and produces a report that lists all the session times where students in the waiting list are registered including the total number of students in that time slot. This is then used to determine the most suitable time slots to offer the new section. This tool can be used also to determine the feasible alternative schedules for a course-section, and helps the instructor in assigning extra sessions for her/his class when needed.

Banner Student

0033: Creating and using Batch Ratings
Using Batch Ratings can refine your Decision Rules to more accurately determine a correct admission decision. Let Banner do the work for you. With 18,000 freshmen applications each year, we needed a way to ensure that we could process our applications on a timely basis and also be more accurate. Ratings can be used to identify grade trends, calculate a predicted GPA or combine subjective and objective evaluations of an application review. This session is for Admissions processing staff. Over the years, the University of Oregon had extensively modified Banner. With Banner 8.1 we are moving back to baseline forms as much as possible. Through a Process Improvement Assessment we were able to move our processing up to a new level.

Banner Student

0161: Customizing Banner Accounts Receivable
Georgetown University implemented Banner 8.0 for the Fall 2009 semester. The Accounts Receivable team, working with SGHE, designed and applied seven customizations to baseline Banner. The team then worked with internal resources to design three more custom processes. This session will begin by describing the various objects and procedures Georgetown customized (including TSRCBIL, TSRLATE, TSARFND, TSAAREV, GUASRVY, and a custom batch-upload process). The session will then proceed to describe the process of designing a customization, testing, and implementing it. Georgetown will describe some of the pitfalls it encountered in order to hopefully save other customizers the same problems. This session is recommended for all Banner Student/AR users who are considering applying a custom solution to the baseline product, and more generally, any Banner Student/AR user interested in the upgrades we have implemented. They are all available either from SGHE (in the cases of the ones designed with SGHE's help) or from Georgetown directly.

0100: Implementing Banner 8 Waitlisting
With Banner 8, Waitlisting has become a usable feature for USD. See how we implemented this feature. This session will include our implementation plan, policy procedure considerations, rule set-ups and testing, testing, and more testing. This session will also discuss how other Banner 8 enhancements may be used to support the waitlist function. These include Reserved Seating, Restrictions, and Registation messages.

Banner Student

0081: Importing the Common App
This session will describe the process that Middlebury COllege went through as it transitioned from manual entry of the Common App data to eletronic importing of the data. The session will be partly a technical description of the process, but also a general overview of how to successfully manage a project of this scope.

Banner Student

0049: Improving Web for Admissions and Web for Prospects
Sungard has not made any significant changes to the Web for Admissions and Web for Prospect products for several years (or ever?). Let us, the clients, meet this challenge constructively by conducting a brainstorming session thereby showing Sungard how important these products are for us and compile a list of needed features and other improvements. Hopefully our sheer numbers and constructive input will help Sungard prioritize the Web for Admissions and Web for Prospect products higher and expedite their improvement. To make the discussion as fruitful as possible, please submit improvement suggestions prior to the meeting by email to tskotten@illinois.edu. This session is intended for any current or potential users of the Web for Admissions and Web for Prospects products that find their features and look-and-feel lacking.

0098: Major, Minor, Advisor Declaration in SSB
Grand Valley State University has developed an on line Major/Minor/Advisor Declaration process through SSB. We went live with this process in May and have seen improved student satisfaction and efficiency while eliminating a manually intensive paper process. The old process took a minimum of two days and the new process provides immediate major/minor change to the student and can get the students advisor assigned in a matter of minutes or hours though this electronic process. Our presentation will include the functional and technical aspects of our process. We will begin by walking through the process from the students perspective in SSB (GVSU developed code to Banner 8.2). Then we will show how the student process initiates a Banner Workflow process used by the faculty/staff to assign the advisor (we are currently running version 4.4). We will discuss how changes and issues in this process are communicated to the student, advisors and staff. The technical details of the SSB modifications and utilizing and updating Banner will also be discussed. Finally we will discuss the technical details of a GVSU implemented a hack to provide dynamic Banner Workflow routing.

0184: Mastering the Art of Master Scheduling
Instructional scheduling is a challenge for most campuses. Scheduling classes, exams and university events efficiently while maximizing the use of the institutions facilities and educational resources, meeting instructor and pedagogical scheduling requirements, meeting student course demand and minimizing student conflicts is a complex problem. Purdue University developed Banner integration with an open-source timetabling software tool to build and maintain the master schedule of classes. It is a distributed system that allows university and departmental schedule managers to gather class resource and scheduling requirements and coordinate efforts to build and modify a course schedule that meets their diverse organizational needs while minimizing student course conflicts. The system is also used to build final and midterm exam schedules and manage room scheduling. Learn how the science of timetabling is incorporated with Banner for master scheduling at Purdue. This presentation, geared to both technical and functional users, will provide a brief overview and demonstration of the timetabling tool, showing how classes are scheduled and how it integrates with Banner. The technical integration architecture, development and implementation will be explained.

Banner Student

0186: Modifying the Admission Checklist Proces
Do you run parallel processes with departments outside the admissions office & wish they could monitor their own checklist items? Do your applicants need to submit other materials besides those required to make the application complete? If you answered Yes to one or both of these questions, this is the session for you! The University of Illinois worked with SunGard to develop a modification to baseline Banner that allows additional checklist items to be added to Banner by either departmental or centralized admissions staff. These checklist items appear on the online application summary, but are not considered mandatory so the application can complete without them. In this session, you will learn how two of our campuses have incorporated this modification into their processes for professional/graduate admissions and tracking of documents needed for visa processing. The UI is currently using Banner 8.2 and has used various versions of Banner for admission since 2003. The checklist modification was developed in 2007 and was put into production in 2008. Admissions staff interested in enhancing their admission process by tracking additional checklist items are encouraged to attend.

Banner Student

0058: Online Course Evaluations in Banner
This presentation will explore an online Course and Instructor evaluation system - SurveyDIG - from Runner Technologies. Institutions are replacing their paper based course evaluation process with this integrated Web based solution, giving students more flexibility and anonymity when giving candid feedback about a course or instructor. The survey management system is flexible enough to handle other anonymous or named surveys as well. Administrators can reuse, modify, and clone surveys very efficiently. Benefits: 1. Understanding the benefits of online Course Evaluations. 2. Discussions on how to improve survey response rates with several proven techniques. 3. Functional discussion of setting up surveys specific to colleges, departments, or individual courses. 4. Technical discussion of integration in Banner, including seamless integration in the Banner Student and Faculty Web Self-Service modules.

0026: Paperless at Illinois - It will happen, oh yes, it will happen!
The Office of Undergraduate Admissions at the University of Illinois - Urbana/Champaign is finally going paperless. The main topics of the presentation are a.) Why not sooner? b.) What are we building? c.) How are we going to do it? It will cover project justification, key project definitions and principles, the functional scope, high-level technical architecture, and system integration with Banner and Banner Xtender Solutions. The intended audience is other large schools that are either looking for ideas for their own paperless initiatives or willing to share lessons-learned based on their own experiences.

0084: Student Solutions for Web/Portal Apps
Texas Tech has had many opportunities to meet the needs of our customers in several areas. We will discuss several applications that we have launched from the web or our portal environment. We are using dot.net, C#, SharePoint, Microsoft Reports, along with Banner provided packages and APIs. Our presentation will include a discussion of these applications, along with others developed prior to Summit. 1. Graduate Review Page Application that assists departmental faculty and advisors in making decisions for potential students. 2. Grade Upload Application - Gives secure access for faculty to upload all types of grades, assignments and attendance and the same secure access for students to view that information. 3. Optional Services We have several areas that offer services and market those to students, like our annual Yearbook, with many custom features for each area. 4. Condensed Schedule Search Tool - An application to give a condensed quick view to open and closed classes.

0015: Success with Online Course Evaluations
The University of Oregon, a Banner user for nearly 20 years, recently implemented CollegeNet's Online Course Evaluation System. This session describes why UO decided to move from paper evaluations to an online process, the factors considered in choosing the selected product over others evaluated for purchase, how the product is integrated with Banner, how UO piloted the system and the results of that pilot, and how the system was successfully rolled out to the rest of campus in 2008. Data loads out of and back into Banner facilitate the data processes. See examples of what users experience while interacting with the system, the multitude of reports and downloads available, and hear what students, faculty and administrators are saying about the new online capabilities.

Banner Student

0149: We are number one in Customer Service
This presentation will focus on concepts and on ideas implemented to improve customer service for students and secondarily for customers within other departments and within a department. This presentation will show examples of how concepts were originally developed, what there beginning purpose was, what customer was to be served, what was the savings to the department if the concept was developed, what the final product looked like, what the final purpose was, and the ultimate savings to the department. All of the shown ideas and concepts are somehow related to student record information retrieved through various scripts for use by the student or department.

Banner Student

0117: We have Duplicate IDs !! NOW WHAT ?
Release: STUDENT 7.4 (going to 8) Track Focus: Functional Learner Profile:Experienced User, Functional User Target Institution: Any Target Audience: Admission, Registration, and Enrollment Services staff Session Title: We have Duplicate IDs !! NOW WHAT ?? Session Description: This session will review the processes and forms utilized at TCC in manually cleaning up our Duplicate IDs. The session will detail the resolution of Duplicate IDs for students as well as for students who have become employees, and will cover areas: 1) Student Personal Information 2) Student Registration Information 3) Student Academic History 4) Student Additional Information 5) Student Financial Information This session will not cover employee only Duplicate IDs as we are not live on HR yet. This session will provide scripts written for finding Duplicate IDs and scripts which identify the tables in which they are located.

Campus Loan Manager

0064: CLM Resolving NSLDS Errors
This class will be for both novice and experienced users of CLM. We will concentrate on understanding the origin of NSLDS errors from within the system. Once a clean pre-submittal report is obtained we will discuss the 3rd level return errors. Which errors are self-correcting and how to process error correction within CLM will also be discussed.

DegreeWorks

0174: DegreeWorks - Fast Track Implementation
After considerable time spent trying to tweak Banner CAPP so that it worked for our institution, and due increasing enrollment and increasing workloads, Florida Keys Community College decided to pursue a more robust degree audit and educational planning tool. We spoke with our SunGard account team who told us about DegreeWorks and provided several demos and counseling sessions. When we opted to implement DegreeWorks, the conclusion that we needed it sooner than later became apparent. Because of state reporting constraints, we either had to continue developing CAPP or go live with DegreeWorks in 3 months. This seemed daunting, at the least, but with a driven SunGard Project Manager and amazing project team, we managed to do it. In this session, I will recap our implementation process and discuss successes and hurdles.

0103: DegreeWorks - Up and Auditing
This presentation will provide Purdue University Calumets 10-month implementation of DegreeWorks. During this presentation you will learn: How we used the powerful scribe tool to create audits that proved helpful for advisors and students (Examples will include: Elementary Education, Pre-Management, Non-degree Programs); How we used a staged approach for our go-live date to coincide with Priority Registration for Spring 2010; How we use the Curriculum Planning Assistant (CPA)as an information resource. In addition, lessons learned will be shared as well as an overview of our future plans for DegreeWorks.

fsaATLAS

0154: The benefit of Custom Fields
This course will describe the under-utilized area of Custom fields in fsaAtlas. Surprised at how few of my colleagues used Custom fields in their fsaAtlas implementation, I feel it is important people know how to properly use and maintain their custom fields. It allowed us in the International Center at the College of Southern Nevada to eliminate a Microsoft Access database we had used in the past to report on admissions and orientation. We will focus on the different options within the Custom fields, the benefits of using Mandatory vs. String, and how to write proper reports to retrieve the data as required by the end user.

Implementation Services

0087: Win - We Want It All and We Want It Now!
Victoria College's experience using Win services to create a full-service UDC in less than two years. VC replaced our entire legacy system with Banner, implemented a Luminis portal, switched to an Oracle RAC environment, brought all courses into an integrated course management system, and installed ODS, Workflow, and Banner Document Management Systems in a single integrated project. The Victoria College project manager will discuss the entire process, from product selection, through post-production support, with advice and lessons learned for other schools who want it all and want it now.

PowerCAMPUS Financial Aid/Power FAIDS

0150: PowerCAMPUS to PowerFAIDS Integration
This session will cover NUs PowerCAMPUS-to-PowerFAIDS integration solution. For years, NUs financial aid department hand-entered admissions records into PowerFAIDS. This changed 3 years ago when we set up a process that enables the Financial Aid dept to upload flat files of admissions data into PowerFAIDS. Weeks of data entry were reduced to a daily, one minute process. We also have a second flat file that loads anticipated credits of continuing students from PowerCAMPUS to PowerFAIDS. This has enabled the Financial Aid dept to filter disbursements to PowerCAMPUS based on registration status. Additionally, Financial Aid is able to track full/part-time status. This year, we added a third flat file that loads various admissions data updates. In this session, I will show you step-by-step how we created our flat files as well as the process that enables Financial Aid to export from PowerCAMPUS and import to PowerFAIDS at their own leisure. I will also share some valuable tips we learned along the way.

PowerCAMPUS Student

0043: Paperless Admissions Office
Using Scheduled Actions with PowerCampus' Checklist Workflow to track and process applicants without ever seeing a physical copy of any paperwork. NOTE: This will also use an imaging system where the documents are stored. When an application is downloaded from the Web or typed in manually an action is created that has been assigned to an admissions counselor and is seen on that counselor's checklist in PowerCampus. The counselor than reviews this applicant and marks that this step in the process is completed. If transcripts are still needed a new action will appear in the counselor's checklist indicating that they need to be reviewed again because their transcripts where received. The counselors have a second monitor that they can use to look up the transcripts in our imaging system. This process when combined with our Action Schedule admission letters makes the process complete.

PowerCAMPUS Student

0047: Reconverting Data
Our experiences having to reconvert our Year, Term, Sessions to conform to best practices for PowerCampus

PowerCAMPUS Student

0163: Scheduled Actions-more than just letters
Interested in using scheduled actions to do more than just sending letters? Ever think about driving scheduled actions off tables other than the academic table? This session will provide examples of how to do just that from the PowerCAMPUS (6.31) admissions setflow. We will look at how Mount Olive College has created forms, summary application sheets and labels to run with mail merge processing, as well as tracking documents and events with scheduled actions, running letters for admissions stops, automatically scheduling phone calls, and much more.