KS ENR Functional Training
Module 4:: Understanding Programs
and Program Offerings
Topics and Presenters
Item
Presenter
Project Role
Welcome and Context
Carol Bershad
Analysis Team, Lead
Product Manager
Program
Steve Barnhart
Analysis Team, SME
Program Offering
Steve Barnhart
Analysis Team, SME
Program Enrollment
Mike Huynh
Analysis Team, BA
Program Assessment
Mike Huynh
Analysis Team, BA
Logistics Coordinator
Cheryl Medley
Project Mgmt Coordinator
Critical Observer
Hugh Parker
Analysis Team, BA
For agenda details, presenter contact information and supporting materials, please visit: Kuali Wiki
2
Institution Facing
KS Curriculum
Management
Student Facing
2.People and
Set up Users
Permissions
Manage
2.People
Info
and
and
Preferences
Permissions
XCutting
Holds
9.Academic
Explore
Programs
Planning
6.Program
Offer
Programs
Offering
KS
Accounts
Offer
3.Course
Courses
Offering
10.Academic
Academic
Record
Record
Register
4.Course
for
Registration
Courses
7.Program
Enroll in
Enrollment
Programs
KS Scheduling
UW My
Plan
5.Course
Grade
Assessment
Courses
Setup the
1. Setup
Environment
Exemptions
XCutting
Assess
8.Program
Progress in
Assessment
Programs
9.Academic
Plan
Programs
Planning
KS Program
Audit
KS Enrollment
Objectives and Expectations

Overall Training Objective: To equip participants with a solid
understanding of the functional framework of the KS Enrollment
Module and the associated business artifacts as they currently
exist.

Module 4 Objectives: To provide a more in-depth understanding
of the following functional areas of KS ENR, including key
concepts, terminology, and all related analysis and design
artifacts (i.e., requirements, service contracts and wireframes)



Program Offering
Program Enrollment
Program Assessment
4
Where we all
WANT TO BE
We are HERE
You are HERE
“Pulling you up”
KS ENR Functional Area:
Programs and Program Offerings
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
6
What is a Program?

A prescribed set of learning activities which may include:
 Courses
 Activities
 Learning objectives
 Competencies
 Projects
 Experiences

And which leads to some form of acknowledgement of
successful completion such as:
 A degree
 A certificate
7
Program Logical Relationship
Baccalaureate
“Credential”
Course
General
Education
“Core”
Course
Program
Requirements
(Rules)
• Entrance
• Satisfactory
Progress
• Completion
Major
“Discipline”
Specialization
“Variation”
Course
Course
GPA’s
Standing
Minor
Units
Credits
Honors
8
Program Types - Credential
 Baccalaureate
• Organized undergraduate
curriculum leading to a
baccalaureate degree (B.A.,
B.S., H.B.A., B.S. (hons)
etc.), comprised of one or
more major programs, a
core general education
program, and zero or more
minors.
9
Program Types - Credential
 Masters
• A postgraduate academic
program focused on a
particular field of study with
the goal of attaining an
advanced level of expertise
that field; most such
programs require a thesis or
comprehensive examination
to complete.
10
Program Types - Credential
 Doctoral
 A postgraduate
academic program
which represents the
highest level of study
within a field typically
requiring a strong
research focus and
which culminates with a
written dissertation.
11
Program Types - Credential
 Professional
• An academic program designed to equip
its students for employment in specific
fields such as law, medicine, business,
architecture, etc.; such programs exist at
both the undergraduate and graduate
level.
12
Program Types – Core
 An organized grouping of

courses required as a foundation
of general knowledge, typically
at the undergraduate level, but
applicable to any degree level.
An undergraduate core may
differ between degrees of the
same type (B.A., B.S., etc.)
granted by different faculties or
schools within the university.
13
Program Types - Academic
 Majors
 An organized curriculum in an academic
discipline as part of a baccalaureate program
which provides both depth and breadth in the
area of study.
 Minors
 An organized curriculum in one or more
academic disciplines which may be taken as part
of a baccalaureate program having a fewer credit
hour requirement than a major.
14
Program Types - Specializations
 Variations of a major
program that lead to
specific educational or
occupational goals
 May represent a portion of
unique curricula or a more
focused path of study
within the major area of
study.
15
Bachelors Degree Samples
 U.S. Version
 Baccalaureate
 Core/General Education
 Major (one or more)
 Specialization (zero or one)
 Minor (zero or more)
16
Bachelors Degree Samples
 Canadian Version
 Baccalaureate
 Core/Breadth
 Specialist Field, or
 Two Majors, or
 One Major and two Minors, or
 Three Minors
17
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
18
Program Requirements
 Entrance Requirements
 Satisfactory Progress Requirements
 Completion Requirements
19
Program Requirements
 Entrance
 Rules governing whether or not a
student may be added/associated
to a program
 For undergraduate programs, rules
may differ if being admitted from a
high school or transfer institution,
versus a change of major or
addition of major/minor for a
student already admitted to the
institution
20
Program Requirements
 Satisfactory Progress
 A definition of what
constitutes “good standing”
as a student progresses
through the program
 Typically includes
institutional requirements
which can be very general,
and more specific, coursebased, requirements
21
Program Requirements
 Completion
 Detailed academic conditions
which must be satisfied by a
student to be awarded the
program credential (courses,
course sequences, GPA’s, unit
totals, etc.)
 Distinct from Graduation
Clearance conditions
22
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
23
Elements of Canonical Programs










Program Titles
Beginning and Ending Terms, Durations
Campuses
Delivery Method
Entrance Requirements
Progress Requirements
Completion Requirements
Governance
Learning Objectives
Accreditation and Classification
24
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
25
Program versus Program Offering

Program Offerings are instances of canonical
programs to which students may be associated;
students may not be associated to a canonical
program.

Program Offerings have the same relationship to
canonical Programs as Course Offerings have to
canonical Courses; as students register for specific
Course instances, so too they enroll in specific
Program instances (Offerings).
26
Program versus Program Offering

Program Offerings inherit information from
canonical programs, some of which may be changed
or augmented at the offering level.
27
Program to Program Offering
English
(Canonical Program)
Rules
- Entrance (14)
- Progress (4)
- Completion (10)
Approved Classes
(245)
English
(Program Offerings)
1. Campus
2. Distance
Courses
(232)
Students
Rules
Tommy Trojan
Tammy Trojan
- Entrance (1-8)
- Progress (1-2)
- Completion (1-10)
Courses
(139)
Students
Rules
Terry Trojan
Theresa Trojan
- Entrance (7-14)
- Progress (2-4)
- Completion (1-10)
28
Program versus Program Offering
 Program Offering Examples:
 Law Degree (JD)
 Full-time Offering
• Complete 26 units of prescribed
courses in first two terms
• Complete 78 units within no more
than four years
 Part-time Offering
• Complete 26 units of prescribed
courses in first four terms
• Complete 78 units within no more
than five years
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
30
Creating Program Offerings
 Enrollment 1
 Administrators will be able to create Program
Offerings from canonical Programs
 Enrollment 2
 Allow the establishment of workflow for requests
to create Program Offerings from canonical
Programs
31
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
32
Program Type Continuum
 Sustained Program Offering
 One-to-one correspondence between canonical
Program and Program Offering
 Lockstep Program Offering
 Many-to-one correspondence between canonical
Program and Program Offering
Example: Bachelor of Arts in English
• Only one “offering”
• New offering created whenever canonical is
revised; last was Autumn 2010
Example: Certificate in .NET Development
• Multiple Offerings
• For 2011-12 four separate “offerings” that
differ by location and start quarter
Sustained
Lockstep
33
Program Offering

Sustained Offering
 Instantiated at the same time, or shortly after, the


canonical program and which does not expire until
changes are made in the canonical program.
Students will enroll in, and complete, the program
offering on a continuous basis.
Most undergraduate major and minor programs are
offered in this manner.
34
Program Offering

Lock Step
 A program offering type which


prescribes not only the course
requirements (from canonical
program), but also the precise
sequence in which they must be taken.
Typically has beginning and ending
terms which overlap those of other
Offerings of the same canonical
Program.
Results in a more complicated program
assessment evaluation for both
continuance and completion purposes.
35
Program Enrollment
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
37
Program Enrollment
 Institutional Admissions vs Program
Enrollment
 At the undergraduate level, many institutions
admit to the institution separately from
admitting to the major program.
 Students are admitted from high school to the credential
program (baccalaureate) in the appropriate school or faculty.
Students begin satisfying core/general education requirements.
Students later “apply” to enroll in one or more major programs.



At the graduate level, admission to the institution and to
the program are usually synonymous.
38
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
39
Enrollment Restrictions Types
Seat
Restrictions
Entrance
Requirements
Application
Process
Additional
Criteria
Open
No
No
No
No
Limited
Capacity
Yes
No
No
No
Restrictive
No
Yes
Possibly
Possibly
Selective
Yes
Yes
Yes
Yes
40
Enrollment Restrictions Types
No Seat Limitation
Seat Limitation
No Admissions
Criteria
Admission
Criteria
Open
Restrictive
Limited Capacity
Selective
41
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
42
Withdrawal

A student-initiated separation from the institution
for one or more terms.

At the undergraduate level, withdrawal from a
program need not result in withdrawal from the
institution.
43
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
44
What is Program Assessment?

Ongoing evaluation of a student’s progress toward
meeting the requirements of all program
components
 Institutional
 Total units
 Cumulative GPA
 College/Faculty
 Core/General Education
 Departmental
 Program
45
Satisfactory Progress





Minimum Institutional GPA
Minimum Units Enrolled Per Term
Maximum Time Allowance
Benchmark Requirements
Program GPA
46
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
47
Completion Requirements - Core

Required Course Categories
 Social Sciences and History – 2 courses


History - 1 course
Social Sciences – 1 course
 Literature and the Arts – 3 courses



Literature – 1 course
Arts – 1 course
Humanities – 1 course
 Human Cultural Diversity – 1 course
 Fundamental Studies – 3 courses
 Mathematics and Sciences – 3 courses
48
Completion Requirements – Major (Biology)
 Must complete MATH130 or MATH140 with a minimum ‘C’
 Must complete MATH131 or MATH141 with a minimum ‘C’
 Must have earned a minimum ‘C’ in CHEM131, CHEM132,
CHEM231, CHEM232, CHEM241, CHEM242, CHEM271, and
CHEM272
 Must complete PHYS121 or PHYS141 with a minimum ‘C’
 Must complete PHSY122 or PHYS142 with a minimum ‘C’
 Must have earned a minimum ‘C’ in BSCI105, BSCI106,
BSCI201, BSCI207, and BSCI222
 Must complete ARHU105 or GEMS100 or HONR100 or
UNIV100 or UNIV101 with a minimum ‘C’
49
Completion Requirements – Specialization (General Biology)

Must complete BSCI410 or BSCI412 or BSCI426 with a
minimum of ‘C’

Must complete BSCI420 or BSCI421 or BSCI426 or BSCI430
with a minimum of ‘C’

Must complete BSCI465 or BSCI467 or BSCI471 or BSCI473 or
BSCI474 or BSCI480 with a minimum of ‘C’

Must complete BCHM461 or BCHM463 with a minimum of
‘C’

Must complete BIOM301 or PSYC200 or STAT464 with a
minimum of ‘C’
50
Exceptional Performance



Deans List (term)
Departmental Honors
Graduation Honors
 Cum laude
 Magna cum laude
 Summa cum laude
51
Programs, Offerings, Enrollment, and Assessment
Program
• Types of Programs
• Requirements
• Canonical Program Attributes
Program Offering
• Program vs Program Offering
• Create Program Offering
• Lock Step vs Sustained
Program
Enrollment
• Institutional Admissions vs Program Enrollment
• Restriction Types
• Withdrawal
Program
Assessment
• Satisfactory Progress
• Completion Requirements
• Exemptions
52
Program Exemptions

Persisting, time-based grant of an exception to a
given policy which usually invalidates some form of
block

May be initiated by students, instructors, or
advisors

Application process with workflow dependent on
specific type of exemption requested

Examples
 Requisites
 Completion requirements (substitution of courses, waivers, etc.)
53
Appendix
 Delivery Plans
 Program Types
 Program Offerings
 Program Enrollment
 Program Assessment
54
Delivery Plan – Program Types
E1
E2
1 Core Program(s)
1
2 Credential Programs, Baccalaureate
3 Credential Programs, Masters
4 Credential Programs, Doctoral
5 Credential Programs, Professional
6 Majors
7 Minors
8 Specializations
9 Non-Credential Programs
55
Credential Programs, Certificate
Delivery Plan –Program Offering
E1
E2/E3
1 Program Offerings from Catalog
1 Program Offerings from a Copy
2 Manage Program Offerings attributes*
2 Sample Learning Plans
3 Offer Programs in a variety of ways
3 Manage Program Requirements
4 Constrain Program Enrollment*
4 Manage Sample Learning Plans
5 Deactivate Program Offerings
5 Request Program Offerings
6 Approve new Program Offerings
* Sub-Features scheduled for later Releases
56
Delivery Plan – Program Enrollment
E1
1
E2/E3
Assess a Student's Eligibility to enroll in
a Program*
1 Create Enrollment requests
2
Grant an Exemption
3 Review enrollment requests
3
Enroll an eligible Student in a Program
4
Enroll an eligible Student via an
External System
5
Manage a Student's relationship with a
Program*
6
Manage a Student's relationship with
multiple Programs
7
Withdraw Students from the Program*
8
Withdraw Students from the
Institution*
57
2 Enroll in a Program Offering
Delivery Plan – Program Assessment
E1
1
E2/E3
Evaluate whether a Student(s) is
making Satisfactory Progress in their
Program
2 Evaluate whether a Student is eligible
to complete their Program*
3
Ability to graduate a Student from
their Program*
4
Ability to recognize a Student(s) for
Exceptional Academic Performance
5
Ability to grant an Exemption
6
Ability to interface with a Program
Audit System in real-time
7
Ability to graduate a Student from
their Program
58
1
Setup Graduation request form
2
Ability to request an Exemption