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Thursday, May 17, 2018

Eleanor’s update (May 2018)

Seems to be that time of year again, spring. Along with many annual updates like doing performance reviews, working on individual development plans, updating and signing the data privacy pledge, and taking the mandatory sexual misconduct training there is that whole other business of graduating students. As you can see from this month’s newsletter there is a lot going on and we often forget to celebrate our mutual successes. I hope that somewhere in your day you can find a moment to reflect on your contribution and celebrate a little bit of the success of those graduating students.

Sue updates (May 2018)

We are headed into the summer months which brings a lot of activity, not all realized by many outside of our work. It is so rewarding to see the success of students and the entry of the next class on our campuses. Our work is rewarding and worthwhile. I love seeing students in their regalia with friends and family taking pictures. I saw a graduate in the airport wearing their regalia which made me smile. Another student entered a restaurant with regalia on and I took the opportunity to send over a beverage. All of us should feel gratitude that we have contributed in helping students like these.

As we work to close the 9.2 Campus Solutions PS project, there have been some setbacks. The teams are working to resolve these and not hinder future projects. The uAchieve implementation project is close to kickoff and the team has been meeting to prepare and get this moving forward. Plus we have hosts of other projects to start moving ahead on in short order.

As many of you know, Ted Skogman from student finance has retired after more than 40 years of service to the University. He has been a terrific colleague and we wish him well. Also, Grant Clavelle has announced his retirement date for this September. I am working to get this position posted very soon. Grant has been instrumental in moving the University forward in the technology world and in putting students first. Thank you to both Ted and Grant.

May Board of Regents meeting

President Kaler presented his recommended FY19 (July 1, 2018 – June 30, 2019) annual operating budget. Here are a few items of interest:
  • Twin Cities: A proposed tuition increase of 2% on the resident undergraduate rate maintains its position in the middle of the Big 10. (Some or all of this $258 increase may be offset for students who qualify for the Minnesota State Grant Program. The Office of Higher Education intends to make formula changes that will benefit students up to $120.) 
    • In addition, the current guidance from the federal government indicates a $175 increase in the maximum Pell grant for the 2018-19 academic year. Pres. Kaler requested a 15% increase in the undergrad non-resident/nonreciprocity (NRNR) tuition rate as approved by the Board of Regents in December. This represents another step in a longer-term strategy to move this rate from the bottom of the Big 10, while maintaining NRNR enrollments.
  • Morris: A proposed tuition increase of 1% ($126) on the undergraduate rates for the Morris campus to recognize both their competitive position for recruiting, but also some of the cost pressure they face related to the American Indian Tuition Waiver requirement.
  • Crookston, Duluth, Rochester: Flat resident undergraduate rates to bolster recruitment and retention opportunities. 
Note: The Regents will host a public input session on May 21 on the Twin Cities campus to gather feedback from the University community on the budget (feedback may also be submitted online through May 29).

Recall that beginning in FY14, President Kaler announced a goal to reduce administrative costs throughout the institution, across all funding sources, by $90 million over six years. FY19 is the final year of that plan. This budget continues to meet that goal to internally reallocate funds for higher spending priorities. In total, it includes $22.3 million of internal reallocations for FY19 across all funds. With the implementation of this budget, the University will have achieved the $90 million goal by reducing $91.3 million in administrative costs as part of the annual budget balancing process over the last six years.

CS PS 9.2 Upgrade Project Phase II heads toward completion

The work continues on the Phase II projects. The Parent/Guest Access project and the fit/gap analysis of the delivered Admissions Application Tracker were completed in April. The Payment Plan, Health Professions Entrance Counseling, and One-Term Automated Packaging projects are all on track for completion in May.

In June, the Gender Identity, Preferred Name, and Pronouns; Education Abroad; Guide to Graduation; Communications Review and Standardization; and Veterans Benefits Pages projects will be completed.

The 1098-T project is gathering and documenting information for the work that will happen beginning in June. The GPAS project has proven to be even more complex than first expected and a recent review with OIT developers has revealed the need for more development time, delaying its completion beyond June.

Training Hub, Google Meets, and Duo

ULearn transition to the Training Hub
  • May 7 at 8 a.m. - Training administrators gained access to the Training Hub.
  • June 1 at midnight - Learners no longer have access to ULearn.
  • June 5 at 8 a.m. - Learners gain access to Training Hub.
  • June 30 at midnight - Training administrators no longer have access to ULearn and all content and data in ULearn is no longer available to anyone at the University.
Reminder: switch Google Hangout to Google Meets
Google Hangouts are changing. You will need to convert any existing meetings with a Google Hangout to be a Google Meet. See OIT’s site for more information.

And coming soon: Google Hangouts Chat available May 23. Whether in a 1:1 conversation or a dedicated group workspace, Hangouts Chat makes it easy to collaborate with teams in an organized way. Slack or HipChat users may find the features of Hangouts Chat to be familiar.

Duo Two-Factor Authentication

Duo Two-Factor Authentication is now available for University sign-in pages (Shibboleth). Enabling Two-Factor at Shib helps protect your email, your password, and ultimately your paycheck and identity. Visit z.umn.edu/2factor for instructions.

FCoP—challenges of online meetings

Based on governance feedback, it’s become apparent that many across the University experience challenges in successfully facilitating and attending meetings online. In response, an FCoP was formed to bring together staff and faculty from a variety of roles across the system to help us understand challenges posed by online meetings, and propose how University can improve the experience. The FCoP has identified five focus areas:
  • Best practices and meeting etiquette
  • Resources
  • Standards and design
  • Support by staff
  • Support of TeleHealth
Visit the FCoP website to learn more and see a calendar of events. Meetings are typically the first Thursday each month and held online. The next meeting will be on Thursday, June 7, from 9-11am. Anyone is welcome to attend.

System Registrar Council (SRC) updates (May 2018)

New Incomplete Grade Contract workflow
A new Incomplete Grade Contract (WorkflowGen) is now available for students to use when receiving an Incomplete (I) grade. The goal was to make a form that students and instructors could choose to use if their academic department or college does not already have a process or form in place.

When a form is submitted, a copy is sent to Perceptive Content. Twin Cities collegiate stakeholders and the SRC weighed in last fall on common contract language. The next step in this project will be to update the form’s logic to route to separate drawers for the system campuses, making it usable by students and instructors system-wide.

2020 calendar change—move spring break for Twin Cities
SCEP approved the moving of spring break for March 2020 and forward. Spring break is currently scheduled for the second week of March with A-term before break and B-term following spring break. The move would result in the final Monday of A-term being after spring break. While there was no perfect option, this was the one that worked best for the A-term/B-term split. If approved by the Faculty Senate, the change would start with the spring break in 2020. The calendars currently published for 2019-2020 onward will be updated with any changes.

Diplomas
As students graduate this spring, their diplomas are now ordered weekly and processed each Monday. Batch posting of degrees starts May 18 and diploma orders for those degrees starts. Previously, the order would have been placed after the June 11 posting date. This means that the earlier students are cleared, the earlier they get their diploma.

System Student Finance Council (SSFC) updates (May 2018)

Still able to use credit cards
We had an unsettling few weeks as we prepared to disable the option to use credit cards to pay current bills due, due a change by Nelnet. However, we were able to convince Nelnet to put in a stop-gap using another processor until the new payment processor’s terms and conditions can be negotiated. We anticipate that the stop-gap will need to be in place for about one month; the user experience should remain the same. We have had no issues reported by users. When the new credit card processor, PaymentSpring, is in place, the user experience should not change.

Uncashed credit balance checks
We are now canceling aid and reversing credit balance checks for students/parents who have uncashed checks (induced by financial aid disbursements) nearing 240 days in age. Thus far, we have seen a couple for Duluth and about ten for the Twin Cities. For some student accounts, this may create a small owing balance (all less than $1) due to rounding on loans. If the outstanding balance is not paid after the allotted amount of time, the balance will be added to the University’s accounts that are written off as bad debt.

The Twin Cities will take the lead on reversing checks as needed for all campuses and will contact the appropriate financial aid staff at campuses where financial aid needs to be adjusted. Procedures are still being adjusted and Twin Cities will conduct an analysis of the model and the resulting aftermath to assess if any changes for improvement should be made. This is an ongoing process as uncashed checks near the 240 day mark. Students/parents are sent a series of three communications encouraging them to cash the checks well in advance of any cancellation.

System Financial Aid Council (SFAC) updates (May 2018)

Summer awarding
As of May 10, summer packaging has been completed for all campuses and is on the batch schedule. Packaging runs on the batch schedule every night, Monday-Friday. The Borrowing History and Accept/Decline Awards have been turned on as well as the summer notices; FAANs along with the “you aren’t eligible for any aid” communications are also on batch.

Summer Pell
Good news for our Pell-eligible students attending summer at least half-time: the federal Pell grant eligibility has been expanded to year-round attendance for students who are enrolled 6 or more credits in the summer. In the past, many Pell-eligible students used up their full Pell awards during fall and spring semesters and had none or little left for summer. Thus far, summer Pell awarding has gone well and required little manual intervention.

ASR - IT updates (May 2018)

Oracle database upgrade
The new date for the previously canceled Oracle 12.2 upgrade is Saturday, September 22. Based on input from all campuses and all business areas Sevis, Financial Aid, Admissions, Finance, Student Records, Student Finance, and Portal.

The tentative plan for that weekend:
  • Begin Oracle 12.2 upgrade to PRD around 6:00 p.m. on Saturday
  • Anticipated to be tested and complete by midnight Saturday
  • System would be up and available from midnight to 6:00 a.m. on Sunday
  • Normal outage on Sunday morning from 6:00 a.m. to noon with a PeopleSoft migration and an Image update.

Critical Patch Update (CPU)
A request has been made to University Information Security (UIS) to further delay the postponed CPU (PT8.5.23) until the next CPU (PT8.5.25) planned for production on August 12. Mitigation is in place for the identified issues with currently installed PT8.55.21.
E-forms tool replacement
In November 2017, OIT discontinued the enterprise roll out of Perceptive Transform as an E-Forms solution. The product was unable to meet accessibility standards of the University and Section 508 regulations, despite updates the vendor said should address gaps in functionality.
A group of OIT and University IT partners vetted 12 products through requirement and functionality review and vendor presentations. Three finalists were chosen to present again using a use case which encompassed system requirements and functionality needs of OIT, ASR, Admissions, the DRC, OED, and University Research. The three finalists are NextGen Dynamic Forms, Jadu/Perceptive Content Portal, and Yakidoo.
Each product will be evaluated on pricing/licensing structure, ease of use for end users (departmental form creators/business owners/form processors), complexity of functionality, integration ability, accessibility standards and compliance, and OIT developer intervention needs.
The following is an anticipated timeline for the decision making and implementation process:
  • May/June 2018 - OIT Leadership reviews product recommendations and makes purchase decision. OIT works with chosen vendor on contract.
  • Summer 2018 - anticipated purchase of replacement product.
  • Late Summer 2018 - OIT setup/implement new product and prepare for on-boarding.
  • Early Fall 2018 - End User Training begins. Units with forms currently in TransForm will be converted to new product first.
    • This includes transitioning previously Twin Cities only piloted processes to system-wide processes, as prioritized by leadership.
    • Roll out to larger University community will progress as business and technical processes are established.
  • Fall 2019 - Target for full Enterprise/System-wide use; system available for any interested units not already implemented during roll out.

This timeline is subject to change. Any ASR process questions can be directed to pwf-team@umn.edu. Technical and system questions should be directed to OIT Document Management: it-doc-mgt@umn.edu.

Custom Solutions - App Dev and Destiny One
The Destiny One, Custom App Dev, and Salesforce teams continue to work towards integrating learner information collected through non-credit registrations between Destiny One and Salesforce. Having purchased funnel data available in Salesforce will help colleges better understand their leads and target marketing efforts. The project has brought together colleges from across the University to help in defining best practices for a shared use of Salesforce while also serving as an opportunity to expand ASR-IT’s technological capabilities through the implementation of the Apache Kafka data platform that allows for real-time transformation and communication of data between different systems.

Student Data and Analytics
Degree progress dashboard
ASR is working with a working group made up of delegates assigned by associate deans on the degree progress dashboard. They are starting to think about how new knowledge can support collegiate goals. The development team is taking their early ideas and input to see what can be included in the first launch as well as future interactions.

Degree progress self-serve reports
The first wave of data for student degree progress is in the development environment and test plans are being written. Reports and dashboards are being prototyped in UM Analytics and the team is also working on the challenges of data surrounding advisors, sex, and ethnicity.
Retention risk predictive analytics
The team has been documenting the build out and performance of baseline analytical models. The baseline is being expanded by introducing more data elements that relate to the students’ time at the University and focuses on the result of second-year retention. This introduces a new set technical challenges that the team is addressing.

Created GPAS degree progress report
This report is designed to provide a view of student degree progress within the Graduate Planning & Audit System (GPAS). The report includes information on the units required, taken, and needed, as well as details on whether a student has submitted their GPAS and if it is approved. It may be useful to graduate program staff and faculty in colleges using the GPAS system. It is available in the Reporting Center.

Student degree progress-related initiatives and enterprise reports

  • Deployed enterprise enrollment reports including a dashboard that offers a visual representation of long-range trends on how student class enrollment has changed over time.
  • Piloted a report with the Duluth campus that recommends by which term a student should take a course within a plan to have a greater chance of being a 4-year graduate then a 5-year graduate.
  • Building undergraduate degree progress data into UM Analytics giving authors the ability to independently get answers to their questions using student degree progress data.

Crookston updates (May 2018)

April 6—Chancellor inauguration
The inauguration of Mary Holz-Clause as the sixth chancellor for the University of Minnesota Crookston took place on April 6th. The noon inauguration ceremony, in Kiehle Auditorium was followed by a public reception in Sargeant Student Center. Sign the guest book.

Commencement
The 2018 commencement exercises mark the 110th graduating class to be recognized on the Crookston campus. Commencement exercises were on Saturday, May 5.

College rankings
The University of Minnesota Crookston has been ranked among the top 10 "Best Colleges" for returning students in Minnesota for 2018 by College Factual, an online educational resource. The "non-traditional" student label refers to any student that falls outside the norm of first-time, full-time students under the age of 25.

Staff Updates
  • Barb Phaiah’s last day with UMC will be July 5. Barb has been an important part of the OTR family and has served as a Principal Office and Administrative Specialist for five years. Barb played an important role in helping on special projects, updating all APAS reports, and implementing the new TES system. She will be joining her husband, Dr. Peter Phaiah, who has taken a new position as the Assistant Vice President for Student and University Relations at New Mexico Tech in Socorro, New Mexico. We are going to miss both of them at UMC. We wish both of them success in their new endeavors.
  • Donna Hartel has been hired as a Principal Office and Administrative Specialist. Donna will start her new position on June 4. Donna has excellent experience with the Farm Service Agency/USDA in this region and earned a BS in communications from the University of Minnesota, Crookston. Welcome, Donna!
Senior vice Chancellor retiring
Senior vice chancellor for Academic and Student Affairs, Barbara Keinath, announced her retirement, effective at the end of June. Three finalists for the senior vice chancellor for Academic and Student Affairs position were invited to campus for interviews the week of April 23-27. You may view the recordings.

Duluth updates (May 2018)

UMD Commencement
Commencement ceremonies were held Saturday, May 5, 2018 at the Duluth Entertainment and Convention Center, Amsoil Arena. There were two separate ceremonies. CLA and SCSE and then CEHSP, LSBE, and SFA.

Higher Learning Commission
The Higher Learning Commission (HLC) was on campus last month. The visit ends a year of preparation. The review is required of higher education institutions every ten years to certify reaccreditation and eligibility to receive and distribute federal financial aid (among other things). This ten-year review comes after the University has prepared an assurance argument report and a federal compliance packet. The process of collecting institutional information and verifying supporting evidence was conducted during the past two years.

Staff Updates
New One Stop director

UMD welcomes Susan Darge Lombardo to the position of director of One Stop Student Services. Her first day will be June 1. Ms. Lombardo has served as the director of Advising and Academic Services in the College of Education and Human Service Professions at UMD since 2005 and has led and been involved in numerous student success focused initiatives since arriving on campus in 1998.

Morris updates (May 2018)

May 12 Commencement
US Senator Amy Klobuchar served as the 2018 Commencement speaker at Morris. Klobuchar is the first female senator elected to represent the State of Minnesota. Throughout her public service, she has embraced the values she learned growing up in Minnesota.

Minnesota Association of Financial Aid Administrators (MAFAA)
The Office of Financial Aid staff attended the annual spring MAFAA conference at Madden’s resort in Brainerd on May 2-4, 2018. This year's spring conference was a special celebration of MAFAA's 50 years of service to the state of Minnesota.
At the conference, Marie Hagen was recognized for 40 years of service and Jill Beauregard was recognized for 25 years of service. A Morris student, Alyssa Kraft, won the scholarship contest to create the new MAFAA logo.

Staff Updates
  • One Stop welcomed Diane Kill on May 7. Diane comes to One Stop with 22 years of experience in the Office of the Registrar. Her knowledge base from the Office of the Registrar combined with learning operations in One Stop will benefit students.
  • Tina Nelson has joined the Morris Business office. She will be working in both the Student Finance (as a backup cashier) and in University Finance areas. Tina is from the Education Division Office and we are excited to have her.

Rochester updates (May 2018)

UMR Commencement
Commencement was held Saturday, May 12, 2018 at the Rochester Mayo Civic Center.

Vice chancellor for Academic Affairs and Innovation candidate presentations
The three candidates for Rochester’s vice chancellor for Academic Affairs and Innovation will visit campus on May 21, 22, and 23. For candidate information, visit the search site.

Staff Updates
  • Diane Douglas began work as the Registrar for Rochester on Monday, April 30. Prior to joining UMR, Diane worked as Registrar at Norwich University.
  • Jenny Casper is transitioning out of the interim registrar role into her new community engagement and career development position. Thank you, Jenny, for all your work.

Twin Cities updates (May 2018)

ASR welcomes the following staff:
  • Alexander (Alex) Rose has been hired as a Business/Systems Analyst 3 in ASR-IT and began work on Monday, April 2. Alex previously worked as a Technologist in the College of Biological Sciences.
  • Pa Thao has been hired as a Business/Systems Analyst 3 in ASR-IT and began work on Monday, April 2. Pa previously worked as an Institutional Research & Effectiveness Associate at St. Olaf College.
  • Meghan Czarniecki began work as a Student Finance Counselor 2 on Monday, April 9, and she reports to Stephanie Kearley. Prior to joining ASR, Meghan worked as a Financial Aid Advisor Data Coordinator at North Hennepin Community College. 
  • Jen Hoe Ng began work as a Student Finance Counselor 2 on Wednesday, April 11, and he reports to Deb Wilkin. Prior to joining ASR, Jen worked as a Student Finance Administrator at Argosy University. 
  • Amy Brown has joined One Stop Student Services as a GSSP Coordinator. Previously, she worked in student services in the School of Nursing.
  • Philip Dolan has joined Classroom Technical Services as an Electronics Technician. Philip previously worked in CTS, moved out of state for a year, and has now returned to the University. 
  • Jim Koll from CTS has transferred from the role of Electronics Technician to the role of Inventory Control Specialist. Please congratulate Jim on his new position!
One Stop Student Services welcomes the following staff members on May 21:
  • Lauren Lanigan was a Financial Aid Counselor at Concordia College in St. Paul. She also has experience as a Financial Assistance Specialist with Anoka County Human Services. 
  • Amna Hussein was a One Stop Customer Relations Representative for 3 years. She is currently employed at People Serving People as an Educational Services Associate working with homeless youth. 
  • Drew Johnson was also a One Stop Customer Relations Representative and Parent Orientation Coordinator at the Office of Transition Experience. 
One Stop Student Services congratulates:
  • Maia Noll was promoted from One Stop Counselor 2 to One Stop Counselor 3. Congratulations to Maia on her promotion! 
Join the Office of Student Finance as they congratulate the following staff members.
  • Mara Schneider left ASR on May 11 to embark on a new adventure with Facilities Management as the West Bank District Administrative Manager.
  • Congratulations to Ted Skogman (ASR-IT), who after 40+ years of service has retired. Now Ted can more fully pursue his gardening and opera interests... Ted's last day of work was Friday, May 4.