User Guide Banner Student - University of Dallas

Banner Student

User Guide

Release 8.14.2 and 9.3.9

February 2018

Notices

Notices

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1989 - 2018 Ellucian.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these

materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more

written license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other

similar professional services. Ellucian makes no claims that an institution's use of this publication

or the software for which it is provided will guarantee compliance with applicable federal or state

laws, rules, or regulations. Each organization should seek legal, accounting, and other similar

professional services from competent providers of the organization's own choosing.

Ellucian

2003 Edmund Halley Drive

Reston, VA 20191

United States of America

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Contents

Contents

System Overview....................................................................................................................... 44

Application Summary.................................................................................................................. 44

Functions and Features.............................................................................................................. 45

Application Flow.......................................................................................................................... 47

Validation Reference................................................................................................................ 49

Overall System Validation Forms Reference.............................................................................. 49

Validation Forms Cross Reference............................................................................................. 53

Required System Values for Validation Forms........................................................................... 54

Validation Forms Menu System................................................................................................ 123

Validation Forms System Reference.........................................................................................123

Course Catalog......................................................................................................................... 162

Building or Changing a Course Catalog................................................................................... 162

Course Contact Hours.............................................................................................................. 162

Open Learning Registration and Course Catalog.....................................................................162

Set Up New Course for Traditional and Open Learning Registration.......................................164

Update Existing Course for Open Learning Registration..........................................................165

Creating a Continuing Education Catalog Entry....................................................................... 166

Maintaining Faculty Workload................................................................................................... 166

Building Registration Restrictions on Courses..........................................................................167

Campus Restrictions...........................................................................................................168

Test Score and Prerequisite Restrictions........................................................................... 168

Using All Field of Study Types with Restrictions................................................................170

Using Field of Study Type Codes with Restrictions........................................................... 171

Sample Rules for Field of Study Codes and Types........................................................... 173

Ending Field of Study Type Rules......................................................................................174

Building Schedule Restrictions on Courses....................................................................... 174

Mutually Exclusive Courses................................................................................................174

Implementation Steps...................................................................................................175

Set up Registration Error Checking for Mutually Exclusive Courses........................... 175

Define Mutually Exclusive Courses..............................................................................176

Course Detail Error Checking................................................................................177

Set up Registration Error Messages for Mutually Exclusive Courses..........................178

Use Registration Error Overrides with Mutually Exclusive Courses............................ 178

Use Registration Processing with Mutually Exclusive Courses................................... 178

Use Mass Registration Processing with Mutually Exclusive Courses..........................178

View Mutually Exclusive Courses in Self-Service........................................................179

Use Voice Response Registration............................................................................... 179

Identify Students Affected by Courses Defined after Registration............................... 179

Repeat/Equivalent Course Rules....................................................................................... 179

Tuition Fee Waivers............................................................................................................180

Banner Course Data Extract Capabilities...........................................................................181

Overview....................................................................................................................... 181

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Contents

Course Data Extract Processing..................................................................................181

Course Data................................................................................................................. 181

Course Data Details..................................................................................................... 181

IMS Properties Object.................................................................................................. 182

The IMS Course Group Data Object........................................................................... 182

SCRRIMS Program Parameters.................................................................................. 183

SCRRIMS Program Output Files................................................................................. 183

America¡¯s Learning Exchange with Banner................................................................. 183

Catalog Extract and Load Processing................................................................................183

Exchanging Data for Transfer Articulation................................................................... 184

Extracting Data for File Transmission..........................................................................184

Importing External Data for Transfer Articulation.........................................................185

Updating Existing Imported Data................................................................................. 185

Storing Course Details, Descriptions, and Attributes...................................................185

Copying Data to Another Institution.............................................................................186

Using the Default Institution and Copy Options.................................................... 186

Course Catalog Data Extract Process (SCRCATE).....................................................187

Transfer Catalog Data Import Process (SHRTCIM).....................................................190

Oracle Object Types.................................................................................................... 193

Catalog Reports........................................................................................................................ 195

Class Schedule......................................................................................................................... 196

Class Schedule Procedures......................................................................................................196

Create Term Controls......................................................................................................... 196

Creating Instructors.............................................................................................................196

Building Available Rooms...................................................................................................197

Creating Campus Security..................................................................................................197

Create Future Term Schedule............................................................................................ 197

Building/Changing Course Sections................................................................................... 199

Meeting Time/Room Assignments......................................................................................199

Session Creation.................................................................................................................199

Duplicate Section Creation................................................................................................. 200

Duplicate Section for Same Term................................................................................ 200

Duplicate Section From One Term to a Different Term................................................202

Create Duration Units......................................................................................................... 203

Create Instructional Methods..............................................................................................204

Open Learning and Class Schedule.................................................................................. 205

Set up an Open Learning Section......................................................................................205

Additional Registration Information Table (SFRAREG)................................................207

Update an Existing Section to be an Open Learning Section............................................208

Set Up Non-Open Learning Section.................................................................................. 209

Set Up Section Fee Assessment, Extension, and Refunding Rules for Open Learning

Courses............................................................................................................................... 210

Faculty Assignments...........................................................................................................211

Maintaining Section Comments..........................................................................................211

Reviewing Course Sections................................................................................................211

Reviewing Building/Room Schedule...................................................................................211

Producing a Schedule of Classes...................................................................................... 213

Reviewing Enrollment Counts............................................................................................ 213

Schedule Contact Hours.....................................................................................................214

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Contents

Calendar....................................................................................................................... 215

Section Contact Hours........................................................................................................216

Section Weekly Contact Hours...........................................................................................216

Creating Cross List Definitions........................................................................................... 217

Schedule Module Links...................................................................................................... 218

Corequisites..................................................................................................................218

Link Processing............................................................................................................ 218

Create Section Contract Information.................................................................................. 221

Creating/Modifying Restrictions on Sections...................................................................... 221

Test Score Restrictions and Prerequisites................................................................... 222

Course Fee Assessment Rules by Level........................................................................... 222

Tuition & Fee Analysis by Course......................................................................................222

Tuition Fee Waivers............................................................................................................223

Reserved Seating............................................................................................................... 224

When a Student Meets Multiple Rules........................................................................ 224

Curricula Hierarchy.......................................................................................................225

Rule Data Entry............................................................................................................226

Reserved Seats Rules Totals.......................................................................................226

Overflow Rule Option................................................................................................... 226

Querying Reserved Seats............................................................................................ 227

Rolling Reserved Seats............................................................................................... 228

Reserved Seats Rules Script - srssrresv.sql............................................................... 228

Converting Existing Reserved Seats Rules................................................................. 228

Maintain Academic Calendar..............................................................................................229

Maintain Attendance Accounting Method...........................................................................231

Schedule Overrides............................................................................................................ 233

Block Scheduling................................................................................................................ 233

Schedule Module..........................................................................................................233

Block Scheduling Example...........................................................................................235

General Student and Registration Modules.................................................................236

Reports and Processes................................................................................................238

Sample Test Plan......................................................................................................... 238

Course Request Processing Operating Procedures.................................................... 240

Scheduling Process Operating Procedures................................................................. 241

Auto Scheduling Processing...............................................................................................241

Auto scheduling processing overview..........................................................................241

Getting Started............................................................................................................. 242

Create your validation table entries............................................................................. 242

Define your campus..................................................................................................... 243

Define room attributes and characteristics for your classrooms.................................. 243

Record class location and required room characteristics at the subject level..............244

Partitions................................................................................................................ 244

Room Attributes..................................................................................................... 244

Record class location and room characteristic overrides (if any) at the course,

section, or meeting time level...................................................................................... 245

Complete the class setup............................................................................................ 245

Extract data from Banner.............................................................................................246

Review scheduler output..............................................................................................246

Update work table and review..................................................................................... 246

Update class records in SSRMEET.............................................................................247

Purge appropriate work table entries...........................................................................247

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