John and Leni Sinclair papers: 1957-2003
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Student Administration [series]

The Student Administration series (5 linear feet) is divided into two subseries: Student Beta Project and Topical. The Student Beta Project subseries provides a comprehensive view of Michigan's involvement with PeopleSoft to develop a student administration system for the higher education market. The subseries includes electronic mail (print-outs) from other "Beta Partners" in the Big Ten Conference. The electronic mail captures the initial set-up struggles each of the schools experienced in undertaking this massive project. The correspondence also shows the collaborative efforts between Big Ten schools and the use of electronic mail as a tool to collect and discuss shared problems with the design of the PeopleSoft systems. The subseries also includes the system prerelease documentation, as well as software documentation.

 
Student Beta Project [subseries]

The Student Beta Project subseries provides a comprehensive view of Michigan's involvement with PeopleSoft to develop a student administration system for the higher education market. The subseries includes electronic mail (print-outs) from other "Beta Partners" in the Big Ten Conference. The electronic mail captures the initial set-up struggles each of the schools experienced in undertaking this massive project. The correspondence also shows the collaborative efforts between Big Ten schools and the use of electronic mail as a tool to collect and discuss shared problems with the design of the PeopleSoft systems. The subseries also includes the system prerelease documentation, as well as software documentation.

Box   4  
Archivist's Documentation on Big 10 Database November 2000
Box   4  
Beta Project Staff discussion (electronic mail) 1996
Box   4  
Big Ten Discussion (electronic mail) 1993-1995 (2 folders)
 
PeopleSoft circa 1993-1995
Box   4  
Twelve months of Beta
Box   4  
Account Information
Box   4  
Academic Structure
Box   4  
Admissions
Box   4  
Archiving
Box   4  
Background Information
Box   4  
Beta Partners
Box   4  
Beta Partners Leads
 
PeopleSoft: Beta Team Meeting 1995-1997
Box   4  
March 6, 1997
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February 20, 1997
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January 9, 1997
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December 20, 1996
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November 14, 1996
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October 31, 1996
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October 17, 1996
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October 3, 1996
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September 26, 1996
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September 12, 1996
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September 5, 1996
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August 22, 1996
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August 8, 1996
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August 1, 1996
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July 18, 1996
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June 13, 1996
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May 16, 1996
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May 9, 1996
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May 2, 1996
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April 18, 1996
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April 4, 1996
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March 28, 1996
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March 21, 1996
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March 14, 1996
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March 7, 1996
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February 29, 1996
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February 22, 1996
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February 15, 1996
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February 1, 1996
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January 25, 1996
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January 18, 1996
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January 11, 1996
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December 14, 1995
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November 30, 1995
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November 16, 1995
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November 2, 1995
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PeopleSoft: Beta Team Meeting
 
PeopleSoft circa 1995-1997
Box   4  
Briefing
Box   4  
Campus Community
Box   4  
CD-ROMS
Box   4  
Campus Community Name/Address
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Campus Community X.500
Box   4  
Co-Development Team
Box   4  
Co-Development Team January 9, 1997
Box   4  
Communications
Box   4  
Communication Liaisons
Box   4  
Conference Budget/Timelines April 1996
Box   4  
Conference Miscellaneous April 1996
Box   4  
Contract Open Horizons, Security
Box   4  
Contract-Training
Box   4  
Consulting Contracts
Box   4  
Correspondence
Box   4  
Core Process Management Team (CPMT)
Box   4  
Cross Project Dependencies
Box   4  
Current Systems Inventory
Box   4  
Contract
Box   4  
Data Integration
Box   4  
Database Instances
Box   4  
Distributed Computing Environment (DCE)
Box   4  
Debriefing
 
PeopleSoft circa 1996
 
Documentation
Box   5  
Academic Advisement Requirements July 1996
Box   5  
Admissions Processing July 1996
Box   5  
Campus Community Business Processes July 1996
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Designing Admissions July 1996
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Designing Financial Aid July 1996
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Designing Student Records July 1996
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Financial Aid Business Processes July 1996
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Student Financials July 1996
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Student Financials Business Processes July 1996
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Student Financials, Interfacing to Financial Systems July 1996
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Student Progress Assessment Base Data Model Overview July 1996
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Student Records Business Processes July 1996
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Executive Overview: Structured Techniques and Case circa 1987
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Financial Aid circa 1995
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Financial Aid perspective on joint session and prep questions for beta conference April 1997
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Functional Scope Documents circa 1996 (2 folders)
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Functional Scope Gap Documents December 1996
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Gap Information November 1997
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Hardware/Software Requirements
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High Level Student Data Model July 1993
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Housing circa 1995
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Implementation Team meetings circa 1996
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Implementation Plan 1995
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Implementation Team 1995-1996
Box   5  
Information Technology Division (ITD) Resources
Box   5  
Institutional Research/Reporting circa 1996
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Management Structure, ca 1995
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Missing Functionality circa 1996
 
Navigation Guides 1996
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Admissions
Box   5  
Campus Community
Box   5  
Financial Aid
Box   5  
Student Financials
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Student Records
Box   5  
NCAA circa 1996
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Open Applications Group (OAG) circa 1996
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Pilot Prep circa 1996
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Preliminary circa 1996
 
Prerelease V3 Documentation undated
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Admissions Processing
Box   5  
Assigning Checklists
Box   5  
Campus Community Business Processes
Box   5  
Designing Campus Community
Box   5  
Designing Financial Aid
Box   5  
Designing Student Records
Box   5  
Student Financials
Box   5  
Student Financials Business Processes
 
PeopleSoft circa 1995-1996
Box   6  
Prerelease V3 Documentation Student Records Business Processes
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Process Management Lead Team (PLMT)
Box   6  
Process Methodology
Box   6  
Product Deliverables Update May 24, 1996
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Presentations
Box   6  
Project Management
Box   6  
Records and Registration and Academic Advising (RARA)
Box   6  
Reporting
Box   6  
Request for Information
Box   6  
Requirements Gathering
Box   6  
Room Scheduling
Box   6  
Security
Box   6  
Committee on Release of Student Information
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James Madison University Trip September, 1995
 
Software Documentation circa 1996
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Admissions Business Processes October 1996
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Campus Community Business Processes October 1996
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Designing Campus Community October 1996
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Designing Financial Aid October 1996
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Designing Student Financials October 1996
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Financial Aid Business Processes October 1996
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Student Financials Business Processes October 1996
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Student Records Business Processes October 1996
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Student Financials Process December 1996
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Student Records Process December 1996
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Designing Student Records December 1996
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Financial Aid Process December 1996
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Designing Financials Aid December 1996
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Designing Student Financials December 1996
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Designing Student Records December 1996
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Designing Admissions December 1996
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Designing Campus Community December 1996
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Student Information Systems (SIS) Teams 1996
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Strategic Data Plan (SDP) March 1995
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Student Financial (Beta release 6) 1996
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Student Records Program (Student Data Subgroup) 1993-1996
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Student Systems Development Project Plan May 1995
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Support Model 1996
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Technical 1996
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Technical Infrastructure 1996
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Training Information 1995-1996
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Travel Poems 1995-1996
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University of Michigan PeopleSoft (UMPS) 1996
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Western Ontario 1996
 
Topical [subseries]

The Topical subseries focuses mainly on the implementation phase of the student system modules. The subseries is reflective of the methodology used for all five system implementations. Evidence of the methodology can be found in the documentation of current business processes and "To Be" process flows. The subseries includes module scope documents and data entity diagrams. Researchers interested in further examination of the methodology used by the project, as well as the design of the system may want to consult the Student Administration System SAS design deliverables database and the Student Information System (SIS) Pathways database located on CD-ROM (Box 1). The SAS design deliverables database holds the documents that reflect the first phase of the project methodology, the Design Phase. The organization of the database reflects the structure of the methodology. The structure of the methodology follows a sequence of activities, tasks, and deliverables. Note that each level has a corresponding numerical identifier, thus, all documents are referenced by this number. Deliverables in the design phase include identification of the Business Objectives for the Student System, a survey of the Information Needs, and Profiles of the Current Systems, Business Processes, Interfaces, Reports, and Users. The design phase documentation provides a very focused snapshot of the work processes and procedures in place in the administrative offices at the university in the late 1990s. The SIS Pathways database includes meeting minutes from the functional lead and technical team meetings, discussion documents on the campus community module, proposed table values for the academic advising and admissions modules, and discussion documents related to the design of the web interface for student registration.

Box   7  
Academic Affairs Student Administration Core Process Unit Transition Team; Scope and Structure February 1999
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Academic Policy Committee 1998-1999
 
Admissions and Recruiting circa 1996-1997
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Cross Dependencies discussion 1996
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Data Mapping 1997
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Datawarehouse 1997
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Design Discussion (electronic mail) 1996-1997
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External Organization 1997
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Functional Requirements 1997
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Future Process Flows, Academic Outreach 1997
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Future Process Flows, Transfer Credit 1997
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Future Reports 1997
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Issues 1997-1998
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Transfer Credit Meeting Minutes 1996
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Gap Listing 1996-1997
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Potential Modifications 1996-1997
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Recruiting System Information Packet
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SAT Test Score Processing
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Student Characteristics Database (SCDB) 1993-1996
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Transfer Credit Process 1996-1997
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Transfer Credit Focus Group 1996
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Admissions Data Roster September 1998
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Campus Community Data Security June 1999
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Campus Impact Statement: Decentralization Plan May 1999
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Communications, Comments, and Checklists discussion 1997
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Conversion Approach Memo December 1997
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Course/Class/Facility Conversion Plan February 1999
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Course Tools Project September 1999
 
Current Business Processes circa 1997
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Academic Advising June 1997
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Academic Advising/Academic Actions June 1997
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Academic Milestone Management January 1997
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Academic Program Management June 1997
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Academic Structure Program Maintenance June 1997
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Class Management June 1997
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Course Management January 1997
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Enrollment June 1997
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Evaluate Curriculum Effectiveness January 1997
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Graduation June 1997
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Official Reporting January 1997
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Registration January 1997
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Student Group Tracking January 1997
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Student Records-Grades June 1997
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Transcripts June 1997
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University Honors April 1997
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Verification/Certification June 1997
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Data Conversion Interface Tool 1997
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Data Elements: Recruiting and Admissions 1998
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Data Models: Student Administration 1998
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Decentralization Plan 1999
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End User Support Plan 1999
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Faculty Outreach Strategy for Student Administration 1999
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FERPA discussion 1997
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Flint/Dearborn Student Administration development 1997
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Functional Lead Meeting Agendas and Minutes 1996-1997
Box   7  
Functional Requirements, various dates
 
Functions Summary March 1996
Box   7  
Academic Advisement
Box   7  
Admission and Recruiting
Box   7  
Campus Community
Box   7  
Student Financials and Financial Aid
Box   7  
Student Records
 
Future Business Process circa 1998
Box   7  
Academic Program Management 1998
Box   7  
Academic Structure Management 1998
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Assign Appointments 1998
Box   7  
Class Enrollment 1998
Box   7  
Class List Production 1998
Box   7  
Class Management 1998
Box   7  
Course management 1998
Box   7  
Grades 1998 (2 folders)
Box   7  
Overrides 1998
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Permission to Enroll 1998
Box   7  
Re-registration 1997
Box   8  
Student Records, Curriculum, and Academic Advising Overview February 1997
Box   8  
Term Activation 1998
Box   8  
Term Withdrawal 1998
Box   8  
Wait Lists 1998
 
Future Business Process and Process Flows circa 1998
Box   8  
Academic Advising
Box   8  
Academic Honors
Box   8  
Academic Milestone Tracking
Box   8  
Evaluate Curriculum effectiveness
Box   8  
Graduation
Box   8  
Master to Doctoral level change
Box   8  
Official Reporting
Box   8  
Student Group Tracking
Box   8  
Transcript Processing
Box   8  
Verification/Certification
Box   8  
Gap Analysis Reports for Student Administration 1996
Box   8  
Implementation Scope Delay Plan for Student Administration June 1999
Box   8  
Inventory of Current Reports and Ad Hoc Environment Usage June 1997
Box   8  
Inventory of Current Student Administration Systems June 1997
Box   8  
Legacy System Shut Down Plan 1999
 
PeopleSoft circa 1996
Box   8  
Account Manager meeting 1996
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Admissions Business Process 1996
Box   8  
PeopleSoft version 6.0 PeopleBook 1997
Box   8  
PeopleSoft version 7.5 upgrade: Guide to changes for Recruiting and Admissions May 1999
Box   8  
PeopleSoft version 7.5: Student Administration Atlas of Business Processes 1999
Box   8  
Policy and Practice Resolution Structure for the M-Pathways Project November 1999
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Policy, Practice, Implementation Team 1997-1999
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Project Charter January 1999
Box   8  
Purge Policy: Prospects and Applicants May 1999
Box   8  
Recruiting Conference Room Pilot discussion (electronic mail) 1997
Box   8  
Recruiting and Admissions Impacts: Reference Guide, 2000
Box   8  
School of Information 530 MIND Group Project 1997
Box   8  
Security Approach for Student Administration, 1999
Box   8  
SIS Design Partners Meeting 1996
 
Student Administration System circa 1996-1999
Box   8  
Business Process Re-engineering 1999
Box   8  
Co-Development Discussion (electronic mail),1996
Box   8  
Critical Gaps List 1996
Box   8  
Database (Located on CD-ROM, CD BOX 1)
Box   8  
Enrollment Deposit discussion 1996
Box   8  
Events Management discussion 1997
Box   8  
Facilities Tables Set-Up 1996
Box   8  
Field of Study discussion 1997
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Mass Change undated
Box   8  
Organization, Core Process Unit Scope and Structure 1999
Box   8  
Physical Data Model 1997
Box   8  
Related University Committees and Groups 1999
Box   8  
Scope documents various dates
Box   8  
Security Administration 1997
Box   8  
Review of Strategic Data Plan March 1998
Box   8  
Resource Analysis Reports, various dates
Box   8  
Tables by Module February, 1999
Box   8  
Testing Approach Memo April 1998
Box   8  
Student Entry Redesign Project Working Group 1997-1999
Box   8  
Student Implementation System (SIS) database (Located on CD-ROM, CD BOX 1)
Box   8  
Student Implementation System Design Partners Meeting 1996
Box   8  
Student Implementation Team Agendas and Meeting Minutes 1996-1998
Box   8  
Student Records Conceptual Data Models May 1998
Box   8  
Student Records Overall Process Map April 1997
 
Student Registration System: Wolverine Access February 2000
Box   8  
"To Be" Process Flows, various dates
Box   8  
Enrollment, various dates
Box   8  
Grades, various dates
Box   8  
Transcript Order Entry System (TOES) Issues List 1999
Box   8  
Universal Algorithm, Inc. 1997
Box   8  
Visiting Scholars in the M-Pathways System 1999
Box   8  
Work Plan Assumptions 1997