Tools for Controlling Enrollments (Word document)

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M-Pathways Tools for Controlling Enrollments
Overview
There are three tools in M-Pathways designed for controlling class enrollments: Enforced
Prerequisites, Class Requisites, and Reserve Caps. Each of these tools has unique properties,
benefits, and limitations. All three of these tools limit enrollments based on pre-defined sets
of students called Requirement Groups. Requirement Groups represent a wide variety of ways
to identify students including academic levels, declared majors/minors, and student groups.
Enforced Prerequisites can also identify students who took certain courses and can even use a
minimum grade as part of the requirement.
Table I outlines some of the basic differences and similarities between these tools.
TABLE I
Level of Control
Requires Curriculum
Committee Approval
Can be used with Batch
Permissions
Permissions override
restriction
Effects who can get on
a waitlist
Effects who can
backpack the class
Is applied to all who
register
Is easily removed
Is carried forward with
Prior Term Copy
process
Enforced Prerequisites
Course
Class Requisites
Association
Reserve Caps
Class
Yes
No
No
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
No
No
No
No
Yes
Yes
Maybe*
No
Yes
No
Yes
Yes
Yes
*Reserve caps can be set up for some or all seats in a class.
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M-Pathways Tools for Controlling Enrollments
Table II outlines which of these tools can be used in conjunction with each other and which
cannot.
TABLE II
Tool A
Tool B
Reserve Caps
Reserve Caps
and
and
Class Requisites
and
Class Requisites
Enforced
Prerequisites
Enforced
Prerequisites
Allowed
together?
No
Yes*
No
*While it is allowable to use Res Caps on a course with Enforced Prerequisites, it is vital to
confirm that they do not conflict with each other. For example, a course set up with an
Enforced Prerequisite of “Seniors Only” and Reserve Caps restricting seats to “Sophomores
Only” would result in a class for which no student could register.
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M-Pathways Tools for Controlling Enrollments
Enforced Prerequisites
Enforced Prerequisites are used to control enrollment at the course level. Students must meet
an Enforced Prerequisite in order to register for a course. An Enforced Prerequisite can be met
with a class previously taken, currently being taken, or one which a student has registered for in
a future term.
There are two places Class Maintainers can find Enforced Prerequisites in Schedule of Classes.
They are displayed in Class Associations on the Class Requisites panel .

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M-Pathways Tools for Controlling Enrollments
They are also displayed in the Course Catalog under the Offerings tab .

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M-Pathways Tools for Controlling Enrollments
Important considerations when using Enforced Prerequisites
1. Enforced Prerequisites impact all sections of a course.
2. Batch Permissions can be used in conjunction with Enforced Prerequisites.
3. Students who do not match the Requirement Group used in an Enforced Prerequisite
cannot get on the waitlist once the class is closed.
4. Students must drill down in Class Search in Wolverine Access to see Enforced
Prerequisites currently in effect.
5. Enforced Prerequisites are displayed in the LSA Course Guide.
6. Enforced Prerequisites can only be added or removed via a Course Approval Request
Form (CARF). For all undergraduate or grad/undergrad LSA courses, use the LSA Course
Maintenance System to submit the CARF. For grad only Rackham courses, use the
Registrar’s Office CARF form. Creation or deletion of an Enforced Prerequisite for all LSA
undergraduate or grad/undergrad courses must be approved by the LSA Curriculum and
Executive Committees.
7. In addition to academic level, declared majors/minors, and student groups, Enforced
Prerequisites can also be used to identify students who took certain courses and can
indicate a minimum grade requirement.
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M-Pathways Tools for Controlling Enrollments
Class Requisites
Class Requisites are used to control enrollment at the Class Association level and are an easy
way to reserve all of the seats for one Requirement Group. Class Requisites can be found
under Adjust Class Associations on the Class Requisites panel.
In the example below, all of the seats in PHYSICS 112 are reserved for First Year Students.

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M-Pathways Tools for Controlling Enrollments
Important considerations when using Class Requisites
1. Class Requisites impact all sections within a Class Association.
2. Batch Permissions can be used in conjunction with Class Requisites.
3. Students who do not match the Requirement Group used in a Class Requisite cannot get
on the waitlist once the class is closed.
4. Students must drill down in Class Search in Wolverine Access to see Class Requisites
currently in effect.
5. Class Requisites do not currently appear in the LSA Course Guide, however there are
plans to add this data in the near future.
6. Class Requisites can be removed at any time.
7. If there isn’t a Requirement Group available that describes a desired set of students, you
should request one from JoAnn Peraino.
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M-Pathways Tools for Controlling Enrollments
Reserve Caps
Reserve Caps (aka Reserve Capacities) are used to control enrollment at the Class Section level.
This is the only tool that allows you to set up restrictions for a portion of the seats in a class.
This is also the only tool that will allow you to manipulate the date(s) when those restrictions go
into effect.
Reserve Caps can be used to reserve some or all of the seats in a class for pre-defined sets of
students. In the example below, 10 of the 20 total seats in ENGILSH 223 section 014 in
Winter ’13 were reserved for students in the Lloyd Hall Scholars Program. Nineteen
students enrolled and eight of those were LHSP.





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
M-Pathways Tools for Controlling Enrollments
The Start Date
The most significantly unique feature of Reserve Caps is the Start Date. This feature allows
you to set up restrictions on a class for a specified period of time. By manipulating the Start
Date(s) you can have restrictions turned on or off at predetermined days during the registration
cycle.
If seats are to be reserved right from the start of registration, it is recommended that the Start
Date be earlier than the start of Pre-Registration Backpack and before classes are available for
view in Wolverine Access Class Search. This way, students will be alerted to any restrictions
placed in Reserve Caps as they are planning their schedules. We recommend that you use
March 1 as the Start Date for Spring, Spring/Summer, Summer, and Fall classes and October 1
as the Start Date for Winter classes.
The Start Date can be used to further manipulate the Res Caps tool. In the next example 7
seats were reserved for the Y1 (i.e. First Year) student group beginning on 6/5/12. On 6/26/12,
7 more seats were made available for a total of 14. And on 7/17/12, the final 6 seats were
made available for a total of 20.
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M-Pathways Tools for Controlling Enrollments
Reserving seats for multiple variables
Another unique feature of the Reserve Caps tool is the ability to reserve seats for multiple sets
of students. This can be achieved in one of two ways.
1. Multiple Reserve Capacity Sequences can be set up to divide the available seats
between sets of students. In the example below 16 seats in ENVIRON 290 section 001
were set aside for Seniors, 15 seats were set aside for Juniors, and 9 seats were set
aside for Freshmen and Sophomores. When designating specific enrollment caps for
multiple Requirement Groups, each must be entered as a separate Reserve Capacity
Sequence .



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M-Pathways Tools for Controlling Enrollments
2. Requirement Groups can be used to identify a combination of student characteristics.
In the third sequence of the previous example (ENVIRON 290 section 001) seats are
reserved for the Requirement Group “Fr or So”. These nine seats may end up being
enrolled by any combination of Freshmen and Sophomores.

The example below shows a class with two reserve capacity sequences to divide the seats
between two sets of students. The first sequence is for a combination of Statistics Majors
or Minors  and the second sequence is for Informatics Concentrators .


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M-Pathways Tools for Controlling Enrollments
Important considerations when using Reserve Caps
1. Reserve Caps can only be set up on Enrollment sections of a course.
2. Batch Permissions cannot be used in conjunction with Reserve Caps.
3. Students who do not match the Requirement Group used in a Reserve Cap can still get
on the waitlist once the class is closed.
4. If a class has multiple Reserve Cap Requirement Groups, each must be part of a unique
Reserve Cap Sequence.
5. The most restrictive Requirement Group should have the lowest Reserve Cap Sequence
number.
6. Class Search in Wolverine Access will display only the Reserve Cap currently in effect.
7. The Enrollment Cap on a Reserve Cap Sequence should never be set to zero.
8. Once students begin to enroll in seats that are reserved using Reserve Caps, that
Reserve Cap Sequence cannot be removed.
9. There are two Requirement Groups set up to help you manipulate Reserve Caps:
a. “Enrollment Management” which represents a student group that has no
members. This group allows you to temporarily block seats from being taken by
any student.
b. “UGRD & GRD” which represents a student group that includes all students. This
group allows you to get around the fact that Reserve Caps cannot be removed
once students begin to enroll.
10. Reserve Caps carry forward with the Prior Term Copy process. If Reserve Caps are to be
re-used, Start Dates should be updated.
11. Using Reserve Caps on cross-listed courses is complicated and non-intuitive, even to
experienced users. Please seek assistance from either JoAnn Peraino in the LSA Dean’s
Office or Larry Jones in the Registrar’s Office as you are setting up the class.
12. If there isn’t a Requirement Group available that describes a desired set of students, you
should request one from JoAnn Peraino.
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M-Pathways Tools for Controlling Enrollments
Contacts and Resources
Contacts
JoAnn Peraino, LSA Curriculum and Enrollment Manager
Phone: (734) 763-7139
email: jperaino@umich.edu
Larry Jones, Registrar’s Office Curriculum Supervisor
Phone: (734) 763-4292
email: ro.curriculum@umich.edu
M-Pathways Training
Access to update Class Schedules requires an Online Access Request Form (OARS) specifying the
role SR CLASS MAINTAINER and successful completion of the following courses. Registration for
these courses can be done in MyLinc via Wolverine Access.
CUE 101 – Course and Class Fundamentals
CUC 101 –Class Creation & Maintenance
CUL 301 – Class Creation Access Review
Additional Resources on MyLinc include:
Reserve Capacity – Quick Reference Sheet
Set up a Reserve Capacity for a Class – Step-by-Step Procedure
Modify or Delete a Reserve Capacity for a Class – Step-by-Step Procedure
Associations – Quick Reference Sheet
View Associations and Auto-Enrolled Sections – Step-by-Step Procedure
Create Class Associations and Auto-Enrolled Sections – Step-by-Step Procedure
LSA Course Approval Requests (for all LSA undergraduate or grad/undergrad course changes)
Course Approval Requests & Forms:
http://www.lsa.umich.edu/facstaff/undergraduateeducation/curriculumcommittee/courseappr
ovalrequestsforms
Course Approval Deadlines:
http://www.lsa.umich.edu/facstaff/undergraduateeducation/curriculumcommittee
LSA Course Maintenance System:
https://webapps.lsa.umich.edu/CrsMaint/Dept/CM_Default.aspx
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M-Pathways Tools for Controlling Enrollments
(Note for access to the LSA Course Maintenance System, contact Rick Jones at
rickey@umich.edu)
Registrar’s Office Course Approval Requests (for all Rackham grad-only course changes)
Course Approval Request Form (CARF):
http://www.ro.umich.edu/curriculum_maintainer_resources.php
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