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EDFacts Shared State Solution (ES3)
An Open Source Approach to doing EDFacts
An Update
26th Annual MIS ConferenceFebruary 13, 2013
1
Why a Third Party Had To Do This
• States have been more than willing to share their efforts– State Specific Codes or Assumptions Built into the Routines– Documentation is “Spotty”– Most Solutions not Designed for Easy Customization
• ESP Had To Do This– Multiple Clients– Multiple Approaches– Each a “Work for Hire” with Public Funds– Deep Understanding of the Pain
4
State Customization
• State Config (each Reporting Year)
– State Name, Postal Code, State Agency Number– Root Path to File Storage Directory– Email Notification “From:” Address
• State Characteristics– Charter Schools– Grade 13, Ungraded Allowed
• State Code Translation Table– Reporting Period– Code Set Name– State Code– EDFacts Code
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State Customization (con’t)
• Submission File Characteristics– EDFacts Settings: Header Record File Name, Header Record
File Type, Data Record Table Name– Submission File Subdirectory– Zip File Password (optional)– Invalid Records File Name
• SSIS Configuration– Database Locations– Reporting Period– Success and Error Email Recipients (To and CC)
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Features
• Standard Microsoft Stack• Very Modular• Customization for a Specific State Compartmentalized• Lots of “Eyes”• Email Notification of Processing Results• Attachments are Zipped and Can be Password
Protected• System Logging• Validation Reports• Management and Operational Reports
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Progress
• 70 submission packages developed off of 15 unit record staging tables
• Additional submissions from state aggregate data sources
• Success with multiple data source types:– SQL Server– Oracle– Excel– Access– Text Files
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Lessons Learned
• Directory• Code Sets
– Inconsistent across state systems– Translation is one-way
• Core EDFacts from far fewer staging tables• SLDS may not be ready on our schedule• Getting coordinator support in heat of submission cycle
– Next few months will tell us if better off cycle
• Need to be better at collaborating with state partners– The source queries– Staging designs
• Not everyone does what they are “supposed” to– Added staging flags for “include” at each level, submission
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Plans and Schedule
• Finish Final 17 Files Due Now through June• Back-fill Files Skipped Over in the “Heat of the Moment”• Expand and Install UI at States• Build Review and Validation Reports• Build Management Reports
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Benefits
• Based on CEDS and Other National Standards• Shared Risk with Other States
– MO, SD, ID, TN, USVI
• Minimized and Shared Maintenance• You Own and Can Manage• Multiple Users and Development• External Coordinator Back-up
• Distributable File Creation
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ESP EDFacts Experience
• Ground Floor EDEN/EDFacts Design Support to USED• Designed and Built the EDFacts XML Validation
Schemas and XSLT Transform system• EDEN State Site Visits (2003 and 2004)• Multi-state EDFacts Reporting
– (DE, LA, NC, NH)
• SEISS Team
Nobody Has More Experience
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Contact Information
Tom Ogle
Missouri Dept of Elementary and Secondary Education
tom.ogle@dese.mo.gov
Judy Merriman
South Dakota Dept of Education
judy.merriman@state.sd.us
Joyce Popp,
Idaho State Dept of Education
Jpopp@sde.Idaho.gov
Steven King
ESP Solutions Group
sking@espsg.com
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