Toolkit Conversion and Mapping Agenda



Meeting Logistics

|Item |Banner Student Conversion Mapping |

|Date |3/17/2009 – 3/19/2009 |

|Time |8:30 AM – 4:00 PM |

|Location |Foothill DeAnza College |

Attendees

|Role |Name |

|Facilitator |Debbie Jones, SunGard Higher Education |

| |325-370-1776 Debbie.Jones@ |

Pre-Work

The client institution must have several tasks completed before the training consultant arrives at the site to conduct the course:

• Banner should be fully installed

• Provide training room/facility with one computer for the instructor and a minimum of one computer for each two students.

• Each computer needs ability to connect to the OS, Converter Toolkit, Banner, SQL (SQL*PLUS for Windows is preferred), MS-Access, MS-Excel, MS-Word, and the Internet.

• The instructor computer needs to have Microsoft PowerPoint and Adobe Reader in addition to the above requirements.

• Password and log on instructions for Banner, Conversion/Training Oracle Accounts and the OS.

• Mapping EXCEL spreadsheets should be available for review and re-mapping on the instructor PC.

• If sample data extracts are available, then it can be run prior to the session. The data can be loaded into the temp tables prior or during the session. (Optional)

• Schedule those to attend.

Purpose

This training will teach members of your technical staff to understand the layout of the tables to convert data from legacy sources into Banner tables. We will also be identifying and mapping the data where we have changed the baseline system. Appropriate attendees would be programmers who will be converting legacy data, DBA’s, OS System Managers, and their supervisors. Functional personnel would greatly assist in understanding and mapping data elements from legacy that is required to be converted in each table. Any client employee is welcome to attend or observe the training if deemed appropriate by the client.

5 Desired Outcomes

Teach client technical staff SunGard Higher Education recommended methodology to move legacy data from legacy sources into Banner tables. Data elements in Banner mapped to legacy data elements for conversion.

Agenda

The below is tentative and subject to change according to client specific needs:

Student System Mapping: DAY 1 – 8:30 AM – 4:00 PM

|Time |Topic |Objectives |

|Tuesday AM |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner General Person Tables. |

| |General Person Tables. |(SPBPERS, SPRADDR, SPRTELE, SPBPERS, SPRHOLD) |

|Noon – 1:00 |Lunch | |

|Tuesday PM |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Admissions Tables |

| |Admissions. |(SARADAP, SARCHKL, SARAPPD, SORHSCH, SORPCOL, SORDEGR, |

| | |SORTEST). |

| |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Recruiting |

| |Recruiting. |Tables(SRBRECR, SRRRATT). |

| |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Catalog Tables |

| |Catalog. |(SCBCRKY, SCBCRSE, SCRSCHD, SCRLEVL, SCRGMOD). |

| |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Faculty Load Tables |

| |Faculty Load. |(SIBINST, SIRATTR). |

| |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Location Management |

| |Location Management. |Tables (SLBBLDG, SLBRDEF, SLBRMAP, SLRMASG, SLRBDEF, SLRCMNT |

| | |). |

Student System Mapping: DAY 2 – 8:30 AM – 4:00 PM

|Time |Topic |Objectives |

|Wednesday AM |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner General Student Tables |

| |General Student tables. |(SGBSTDN, SGRSACT, SGRSCMT, SGRVETN). |

| |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Institutional Academic |

| |Institutional Academic History tables. |History Tables (SHRTTRM, SHRTCKN, SHRTCKL, SHRTCKG) |

|Noon – 1:00 |Lunch | |

|Wednesday PM |Continue with Institutional Academic History. | |

| |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Academic History Degree|

| |Academic History Degree tables. |Tables (SHRDGMR, SHRDGIH, SHRDGDH, SHRTGPA, SHRLGPA). |

Student System Mapping: DAY 3 – 8:30 AM – 4:00 PM

|Time |Topic |Objectives |

|Thursday AM |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Transfer Academic |

| |Transfer Academic History. |History Tables (SHRTRIT, SHRTRAM, SHRTRCR, SHRTRCE). |

| |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Student Accounts |

| |Student Accounts Receivable. |Receivable Tables (TBBDETC, TBRACCD). |

|Noon – 1:00 |Lunch | |

|Thursday PM |Discussion of issues and detailed mapping of |Mapping Legacy data elements to Banner Transfer Articulation |

| |Transfer Articulation. |Tables(SHBTATC, SHRICMT, SHRTATC, SHRTCMT, SHRTGRD, SHRTRAT). |

Please NOTE: This Agenda is subject to change based on client needs and must remain flexible.

|Component |TABLE_NAME |COMMENTS |

|General Person |SPRIDEN |General Person PIDM Table |

| |SPRADDR |Address Repeating Table |

| |SPRTELE |Telephone Table |

| |SPBPERS |Basic Person Base Table |

| |SPRHOLD |Person Related Holds Repeating Table |

|Admissions |SARADAP |Admissions Application Table |

| |SARCHKL |Admissions Checklist |

| |SARAPPD |Admissions Decisions |

| |SORHSCH |Admissions High School Repeating Table |

| |SORPCOL |Admissions Previous College Repeating Table |

|Recruiting |SRBRECR |Recruiting Base Table |

| |SRRRSRC |Recruiting Source Table |

| |SRRCHRT |Recruiting Cohort Table |

| |SRRRATT |Recruit Attributes Table |

|General Student |SGBSTDN |Student Base Table |

| |SGRSACT |Student Activity Repeating Table |

| |SGRSCMT |Student Comment Table |

| |SGRVETN |Veteran Repeating Table |

|Academic History |SHRTTRM |Institutional Course Maintenance Term Header Repeating Table |

| |SHRTCKN |Institutional Course Term Maintenance Repeating Table |

| |SHRTCKL |Institutional Course Maintenance Level Applied Repeating Table |

| |SHRTCKG |Institutional Courses Grade Repeating Table |

| |SHRTRIT |Transfer Institution Repeating Record |

| |SHRTRAM |Attendance Period by Transfer Institution Repeating Table |

| |SHRTRCR |Transfer Course Institutional Credit Table |

| |SHRTRCE |Transfer Course Equivalent Repeating Table |

| |SHRDGMR |Degree Table |

| |SHRDGIH |Institutional Honors |

| |SHRDGDH |Departmental Honors |

| |SHRTGPA |Term GPA |

| |SHRLGPA |Level GPA |

|Accounts Receivable |TBBDETC |Detail Charge/Payment Code Definition Table |

| |TBRACCD |Account Charge/Payment Detail Table |

|Faculty |SIBINST |Faculty Base Table |

| |SIRDPCL |Faculty Dept/College Assignments |

| |SIRATTR |Faculty Attributes |

|Catalog |SCBCRKY |Catalog Base Table |

| |SCBCRSE |Course Base Table |

| |SCRLEVL |Course Level Table |

| |SCRSCHD |Course Schedule Type Table (Lecture, Lab, etc.) |

| |SCRGMOD |Course Grading Mode Table |

|Important |STVACAT |Award Category Validation Table |

|Validation Tables | | |

| |STVAPDC |Admission Application Decision Validation Table |

| |STVAPST |Admission Application Status Validation Table |

| |STVASTD |Academic Standing Validation Table |

| |STVATYP |Address Type Validation Table |

| |STVCAMP |Campus Validation Table |

| |STVCLAS |Class Code Validation Table |

| |STVCOLL |College Validation Table |

| |STVDEGC |Degree Code Validation Table |

| |STVDLEV |Faculty Member Degree Level Validation Table |

| |STVGCHG |Grade Change Reason Validation Table |

| |STVGMOD |Grading Mode Code Validation Table |

| |STVHLDD |Person Hold Type Validation Table |

| |STVLEVL |Student Level Validation Table |

| |STVMAJR |Major, Minor, Concentration Validation Table |

| |STVNATN |Nation Validation Table |

| |STVRESD |Residency Validation Table |

| |STVSTAT |State Code Validation Table |

| |STVSTST |Student Status Code Validation Table |

| |STVSTYP |Student Type Validation Table |

| |STVTELE |Telephone Type Validation Table. |

| |STVTERM |Term Code Validation Table |

| |STVTESC |Test Score Validation Table |

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