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The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional media + magic, inc. As prepared for the EDUCAUSE Advisory Group on Administrative Information Systems and Services October 29, 2001, Indianapolis, Indiana

The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

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Page 1: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

The Postsecondary Electronic Standards Council (PESC), XML Forum,

and Standards Setting in Higher Education

Jim Farmer

University of Delaware

instructional media + magic, inc.

As prepared for the

EDUCAUSE Advisory Group on Administrative Information Systems and Services

October 29, 2001, Indianapolis, Indiana

Page 2: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

The PESC organization

PESC

XML ForumAnnual

ConferenceCommittee

Ad Hoc Workgroup

s

“Governance Structure,” Oct. 23, 2001

ArchitectureCommittee

Page 3: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

The PESC Board

www.StandardsCouncil.org, Oct. 25, 2001

Keith Riccitelli Sallie MaeJ erry Bracken AACRAOLysbeth Bainbridge Standards CouncilMelanie Barton NCS PearsonHal Higginbotham College BoardJ ackie Kessler SCT CorporationDallas Martin NASFAAMichael Sessa NASLAJ udith Flink University of I llinois, Chicago

Page 4: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

The XML Forum Steering Committee

Ed Hauser SCT Corporation

Stephen Hawald U.S. Department of Education

Robert King Citibank Student Loan Corporation

Paul Ness Sallie Mae

Candy Pfeiffer Great Lakes Higher Education Corp

“The Standard,” September 2001

Page 5: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Current efforts

By December 2001:

• Student loan specification

Based on NCHELP’s CommonLine, could include IFX’s LoanML for student loans

• Admissions/Registration specification

Update of the ANSI EDI transaction sets

Page 6: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Standards development process

• Identify extant data “requirements”

• Compare and contrast data elements from the different specifications

• Create one data element for data elements common to more than one specification

• Create XML tags

------------ Observation ------------

The process depends on historical standards and focuses almost exclusively on domain expertise.

Page 7: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

The issues

• School perspective

• Expertise in current information technology

XML schemas, SAML, SOAP, UML

• Coordination/collaboration with emerging XML standards

WSDL, UDDI, ebXML, DSML, IFX, XBRL, SyncML

Page 8: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

The college and university perspective

• Multiple standards will apply to data exchanges for similar purposes, especially financial services.

• Each “trading partner” has some unique implementation of the specification.

Mark Forier, University of Phoenix, XML Forum, Oct 23, 2001

Page 9: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Financial services standards

College orUniversity

Banks

Departmentof Education

Common Record

IFX EBPP, LoanML

GuarantyAgenciesCommonLine

Page 10: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Participant interestsXML Interests

based on Work Group selection, XML Forum, October 23, 2001

0%

20%

40%

60%

80%

100%

FinancialAid

AdmissionsRegistrar

BusinessOffice

Technology

Perc

ent

Page 11: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Standards and their implementation

MeteorED SFA

Announced

Announced[March 2001]

Expected

UMLXMLJava

SOAP XML-RPC

UDDI

SAML

May 15

Planned

[Feb 2000]

Justin Tilton, PESC Conference, May 17, 2001

Page 12: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Technology standards

M - from Meteor installationO - optional

Industry

OSFA

Mete

or

JA-S

IGuPort

al

IBM

Web S

erv

ices

Mic

roso

ft.N

et

Sun O

ne

Java Programming Language XML Markup Language SOAP Data Transport M UDDI Directory M WSDL Service Description M

Page 13: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Expertise

Standards setting requires:

• expertise in XML, XML schema, and XSLT technologies (and possibly UML),

• expertise in infrastructure standards and Web services technology, and

• knowledge of other specifications relevant to the domain.

------------ Observation ------------In higher education, this expertise is found in the Internet 2 project, and individuals who have participated in other real-time, XML standards activities.

Page 14: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Related industry standards

ACCORD [insurance industry] Agency Company Organization for Research and Development

CpXML Customer Profile XMLCXML Commerce XML'ebXML 'eBusiness XMLFIXML Financial Information Exchange ProtocolFpXML Financial Products Markup LanguageIFX Interactive Financial ExchangeOFX Open Financial Exchange

deprecated by IFXRosetta Net

SAML Security Assertion Markup LanguageSyncML Synchronization ProtocolXBRL XML Business Reporting Language

W3C XML Specification, Date note

Page 15: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Defining projects - student records

• FACTS - Florida Academic Counseling and Tracking System

• ETTP - California community college’s Electronic Transcript Transport Project

• CAS - Arizona’s Course Applicability System

• SIF - (K-12) School Interoperability Framework Apple, IBM, Microsoft, Oracle, et al

• CSIS - (K-12) California Schools Information System Project

Based on discussions at the XML Forum, October 23, 2001

Page 16: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Defining projects - financial aid

• Common Record/CommonLine/LoanML, U.S. Department of Education, National Council of Higher Education Loan Programs, Interactive Financial Exchange

• Meteor - National Council of Higher Education Loan programs, an “open source” student aid information service

• Florida State University’s Student Information System

Based on discussions at the XML Forum, October 23, 2001

Page 17: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Defining projects - teaching and learning

• MIT’s Open Knowledge Initiative

• George Washington University’s Prometheus

• Blackboard’s Course and Portal Solutions

• WebCT’s course management system

all “implementing” the Instruction Management Systems (IMS Global Learning Consortium, Inc.),

ADL (Department of Defense Advanced Distributed Learning Co-lab),

and AICC (Aviation Industry CBT Committee) specifications

Page 18: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Defining projects - portal standards

• IBM’s open source JetSpeed

• Epicentric’s Foundation Server

• JA-SIG’s uPortal

Page 19: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Convergence

From Justin Tilton’s presentation at the

PESC Conference, May 17, 2001

Page 20: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Convergence: data transport

September 2000 April March

SOAP [NCHELP ESC]

SOAP [SFA]

ebXML [PESC]

“Simple SOAP” [Meteor]

Page 21: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Convergence: business messages

June 2000 MayDecember

CommonLine XML [ESC]

LoanML [IFX]

Common Record [SFA]

CommonLine R5 [ESC]

Page 22: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

Convergence: authentication

December 2000 JuneMarch

SFA [NCS Proprietary]

SAML [Oasis]

S2ML [Netegrity]

AuthML [Securant]

XTASS [VeriSign]

Internet 2 [Shibboleth]

Page 23: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

The [email protected]

Page 24: The Postsecondary Electronic Standards Council (PESC), XML Forum, and Standards Setting in Higher Education Jim Farmer University of Delaware instructional

eBusiness Web services architecture

• XML “tagged” data contenteXtensible Markup Language

• SOAP data transportSimple Object Access Protocol

• XSL transformations for presentationeXtensible stylesheet language

• XML Digital Signature

for Server Authentication

• UDDI/WSDL directory servicesUniversal Description, Discovery, and Integration,and Web Services Description Language