meeting logistics

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SCT Banner ODS Team
Meeting Notes
MEETING LOGISTICS
Item
Date
Time
Location
Description
March 22, 2006
2:30 a.m.
MESHEL HALL – Computer Center Conference Room
ATTENDEES
Facilitator(s)
Note Taker
Participants
Guests
Not Present
Carol Chen
Carol Chen
Mary Noble, James Stanger, Donna Wainio, Becky Geltz, Nancy Davidson, , Doug Sewell, Sandy
Stanhope, Jane Caputo, Jim Hanek, Pam Balent, Sue Lewis, Theresa Orwell
Rick Marsico, Troy Cross, Tom Masters, Dennis Konik, Catherine Cala, Mike Hrishenko
Sal Rashid, Mary Bodnovich,
AGENDA ITEMS
CORRECTIONS
Notes
REVIEW PRIOR
ACTION ITEMS
UPDATES
1. WHY - Project
Goals and
Objectives
2. WHO - ODS
Team Members
3. WHAT -ODS
Overview
4. WHEN - ODS
MS Project
Plan
5. HOW - ODS
Technical &
Functional
Training
6. Roles and
Responsibilities
of ODS Team
Members
To successfully implement Operational Data Store to transform valuable Banner data to
knowledge in a timely and effective manner.
(see attached SCT Operational Data Store document)
Mary Noble, James Stanger, Donna Wainio, Becky Geltz, Nancy Davidson, Sal Rashid, Doug
Sewell, Sandy Stanhope, Jane Caputo, Jim Hanek, Mary Bodnovich, Pam Balent, Sue Lewis,
Theresa Orwell. Carol will keep YES Imp and YES Tech team informed about project status.
Contact YES team leaders and Carol if any colleague likes to join the ODS team.
ODS is a set of integrated data without history or summarization provided for tactical decision
support. Our end users will be empowered to use WebFocus as a reporting tool and ODS that
extracts data from Banner production to make it easier to access and generate consistent reports.
An ODS produces standard and custom reports without the overhead associated with a
transactional system (See more on the ODS’s manual, chapter one from Banner Bookshelf).
Carol encouraged team members to see a 15 minutes ODS demo at www.sct.com. A special
thank goes to Doug and Troy who updated SCT Banner bookshelf at banner.ysu.edu.
ODS MS Project Plan containing the milestones and detailed tasks list was distributed. The ODS
install date is tentative as the Computer Services management will finalize the date (either the
week of April 11, 2006 or May 22, 2006) by Friday, March 24, 2006.
ODS Tech Training – May or June, 2006
ODS Functional Training for Advancement, Finance, Student, HR and F/A. ODS functional
consultant, Joanne Key, has experience on ODS and WebFocus. Tom Masters suggested that we
move ODS F/A functional training from the week of Feb. 20 to the month of October 2006.
Carol will follow up this with SCT Project Manager, Keith Miles.
WebFocus training on Dev Studio has been scheduled for the week of April 24, 2006. The IBI
trainer has over 20 years of Focus/WebFocus experience, plus Banner knowledge. About 20
colleagues are invited to the first run of WebFocus training. We will evaluate the WebFocus
training workshop after April 28, 2006 and decide when we need a second run of training.
 Develop an ODS usage strategy and implementation plan.
 Utilize WebFocus tool against ODS’ views for standard or ad hoc reporting.
 Build a report matrix to track all external and major internal reporting by due date.
 Define a list of pre-defined reports for each functional area.
 Design, build and test reports, i.e. build a standard student enrollment headcount by full

OTHER UPDATES
Miscellaneous
HEI reporting
time, part time or half time for all department chairs and dean office; can be accessed via
MyYSU portal or WebFocus web site.
Develop a policy and procedure for report’s request .
Mary mentioned that HEI Finance annual report is due in Feb. 2007. Our Finance users run
various Banner reports and compile the data to meet quarterly reporting requirements. Some of
HEI’s Crosswalk tables would be helpful for the Finance users if we can install NEOUCOM’s
HEI software. We need to decide which instance to install HEI’s software and make sure it will
not be replaced by the nightly refresh if we install it in REPT instance. Doug and Kirk will
follow up on this.
Becky will provide a list of Ohio Banner schools using HEI reporting developed by NEOUCOM.
Further researches about how other OHIO Banner schools produce HEI reports are needed due to
the infrastructure of NEOUCOM’s HEI design. They use the Banner PROD database for HEI
reporting. The student population is about 450 at NEOUCOM. We will consider freezing census
data using ODS’s technology.
NEW BUSINESS
ACTION ITEMS
New Action Items / Issues
Owner
Due Date
Status
1. Review YSU’s Strategic Reporting
All team members
5/1/06
Assessment Document dated on
December 5, 2004
2. Review Banner Standard Reports
(see Banner Bookshelf) and a list
of existing M204 Reports for
Student, F/A and HR/Payroll
YSU’s Strategic Reporting Assessment
docu was published on the YES
restricted area for reference.
All team members
Ongoing
A list of M204 reports were distributed
to James Stanger, Sue Lewis and Jane
Caputo
Next Meeting’s Agenda
1. HEI Reporting
2. Feedback on WebFocus Training
scheduled for the week of
April 24, 2006
3. Identify Your Reporting Needs in
addition to Banner Delivered
Reports
4. Identify All External (and/or
Internal) Reporting by Due Date
(IPEDs, NSC Degree
Verification, etc.)
Prior Items / Issues
Owner
Due Date
Current Status
Next Meeting –10am, May 1, 2006, Meshel Hall, 4th floor conference room.
YES Implementation Team
Meeting Notes
Page 2
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