Articulation Transfer Clearinghouse
Implementation Details
for PESC XML Postsecondary Transcript
10/8/2018
Table of Contents
Introduction
Project Identification
Document Control
Update History
Publish History
Document Overview
Assumptions
Transcript Sections
TransmissionData
TransmissionData.Source
TransmissionData.Source.Organization
TransmissionData.Source.Organization.Contacts
TransmissionData.Source.Organization.Contacts.Address
TransmissionData.Source.Organization.Contacts.Address.CommonAddressDetailsGroup
TransmissionData.Source.Organization.Contacts.Address.DomesticAddressDetailsGroup
TransmissionData.Source.Organization.Contacts.Address.InternationalAddressDetailsGroup
TransmissionData.Source.Organization.Contacts.Phone
TransmissionData.Source.Organization.Contacts.Email
TransmissionData.Source.Organization.Contacts.URL
TransmissionData.Destination
TransmissionData.Destination.Organization
TransmissionData.Destination.Organization.Contacts
TransmissionData.Destination.Organization.Contacts.Address
TransmissionData.Destination.Organization.Contacts.Address.CommonAddressDetailsGroup
TransmissionData.Destination.Organization.Contacts.Address.DomesticAddressDetailsGroup
TransmissionData.Destination.Organization.Contacts.Address.InternationalAddressDetailsGroup
TransmissionData.Destination.Organization.Contacts.Phone
TransmissionData.Destination.Organization.Contacts.Email
TransmissionData.Destination.Organization.Contacts.URL
Student
Student.Person
Student.Person.Birth
Student.Person.Name
Student.Person.AlternateName
Student.Person.HighSchool
Student.Person.Contacts
Student.Person.Contacts.Address
Student.Person.Contacts.Address.CommonAddressDetailsGroup
Student.Person.Contacts.Address.DomesticAddressDetailsGroup
Student.Person.Contacts.Address.InternationalAddressDetailsGroup
Student.Person.Contacts.Phone
Student.Person.Contacts.Email
Student.Person.Contacts.URL
Student.Person.Gender
Student.Person.Residency
Student.Person.Deceased
Student.AcademicRecord
Student.AcademicRecord.School
Student.AcademicRecord.School.Contacts
Student.AcademicRecord.School.Contacts.Address
Student.AcademicRecord.School.Contacts.Address.CommonAddressDetailsGroup
Student.AcademicRecord.School.Contacts.Address.DomesticAddressDetailsGroup
Student.AcademicRecord.School.Contacts.Address.InternationalAddressDetailsGroup
Student.AcademicRecord.School.Contacts.Phone
Student.AcademicRecord.School.Contacts.Email
Student.AcademicRecord.School.Contacts.URL
Student.AcademicRecord.AcademicAward
Student.AcademicRecord.AcademicAward.AcademicHonors
Student.AcademicRecord.AcademicAward.AcademicAwardProgram
Student.AcademicRecord.AcademicAward.AcademicAwardProgram.ProgramSummary
Student.AcademicRecord.AcademicAward.AcademicAwardProgram.ProgramSummary.GPA
Student.AcademicRecord.AcademicAward.AcademicAwardProgram.ProgramSummary.AcademicHonors
Student.AcademicRecord.AcademicAward.AcademicDegreeRequirement
Student.AcademicRecord.AcademicAward.AcademicSummary
Student.AcademicRecord.AcademicAward.AcademicSummary.GPA
Student.AcademicRecord.AcademicAward.AcademicSummary.AcademicHonors
Student.AcademicRecord.AcademicAward.AcademicSummary.AcademicProgram
Student.AcademicRecord.AcademicSummary
Student.AcademicRecord.AcademicSummary.GPA
Student.AcademicRecord.AcademicSummary.AcademicHonors
Student.AcademicRecord.AcademicSummary.AcademicProgram
Student.AcademicRecord.AcademicSession
Student.AcademicRecord.AcademicSession.AcademicSessionDetail
Student.AcademicRecord.AcademicSession.School
Student.AcademicRecord.AcademicSession.School.Contacts
Student.AcademicRecord.AcademicSession.School.Contacts.Address
Student.AcademicRecord.AcademicSession.School.Contacts.Address.CommonAddressDetailsGroup
Student.AcademicRecord.AcademicSession.School.Contacts.Address.DomesticAddressDetailsGroup
Student.AcademicRecord.AcademicSession.School.Contacts.Address.InternationalAddressDetailsGroup
Student.AcademicRecord.AcademicSession.School.Contacts.Phone
Student.AcademicRecord.AcademicSession.School.Contacts.Email
Student.AcademicRecord.AcademicSession.School.Contacts.URL
Student.AcademicRecord.AcademicSession.StudentLevel
Student.AcademicRecord.AcademicSession.AcademicProgram
Student.AcademicRecord.AcademicSession.AcademicProgram.ProgramSummary
Student.AcademicRecord.AcademicSession.AcademicProgram.ProgramSummary.GPA
Student.AcademicRecord.AcademicSession.AcademicProgram.ProgramSummary.AcademicHonors
Student.AcademicRecord.AcademicSession.AcademicAward
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicHonors
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicAwardProgram
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicAwardProgram.ProgramSummary
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicAwardProgram.ProgramSummary.GPA
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicAwardProgram.ProgramSummary.AcademicHonors
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicDegreeRequirement
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicSummary
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicSummary.GPA
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicSummary.AcademicHonors
Student.AcademicRecord.AcademicSession.AcademicAward.AcademicSummary.AcademicProgram
Student.AcademicRecord.AcademicSession.Course
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool.Contacts
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool.Contacts.Address
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool.Contacts.Address.CommonAddressDetailsGroup
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool.Contacts.Address.DomesticAddressDetailsGroup
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool.Contacts.Address.InternationalAddressDetailsGroup
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool.Contacts.Phone
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool.Contacts.Email
Student.AcademicRecord.AcademicSession.Course.CourseOverrideSchool.Contacts.URL
Student.AcademicRecord.AcademicSession.Course.Requirement
Student.AcademicRecord.AcademicSession.Course.Attribute
Student.AcademicRecord.AcademicSession.Course.Proficiency
Student.AcademicRecord.AcademicSession.Course.Licensure
Student.AcademicRecord.AcademicSession.Course.LanguageOfInstruction
Student.AcademicRecord.AcademicSession.Course.UserDefinedExtensions
Student.AcademicRecord.AcademicSession.Course.UserDefinedExtensions.OBRCourseInventory
Student.AcademicRecord.AcademicSession.AcademicSummary
Student.AcademicRecord.AcademicSession.AcademicSummary.GPA
Student.AcademicRecord.AcademicSession.AcademicSummary.AcademicHonors
Student.AcademicRecord.AcademicSession.AcademicSummary.AcademicProgram
Student.AcademicRecord.Course
Student.AcademicRecord.Course.CourseOverrideSchool
Student.AcademicRecord.Course.CourseOverrideSchool.Contacts
Student.AcademicRecord.Course.CourseOverrideSchool.Contacts.Address
Student.AcademicRecord.Course.CourseOverrideSchool.Contacts.Address.CommonAddressDetailsGroup
Student.AcademicRecord.Course.CourseOverrideSchool.Contacts.Address.DomesticAddressDetailsGroup
Student.AcademicRecord.Course.CourseOverrideSchool.Contacts.Address.InternationalAddressDetailsGroup
Student.AcademicRecord.Course.CourseOverrideSchool.Contacts.Phone
Student.AcademicRecord.Course.CourseOverrideSchool.Contacts.Email
Student.AcademicRecord.Course.CourseOverrideSchool.Contacts.URL
Student.AcademicRecord.Course.Requirement
Student.AcademicRecord.Course.Attribute
Student.AcademicRecord.Course.Proficiency
Student.AcademicRecord.Course.Licensure
Student.AcademicRecord.Course.LanguageOfInstruction
Student.AcademicRecord.AdditionalStudentAchievements
Student.AcademicRecord.AdditionalStudentAchievements.Requirement
Student.AcademicRecord.AdditionalStudentAchievements.Attribute
Student.AcademicRecord.AdditionalStudentAchievements.Language
Student.AcademicRecord.AdditionalStudentAchievements.Licensure
Student.Health
Student.Health.Immunizations
Student.Tests
Student.Tests.StudentLevel
Student.Tests.Subtest
Student.Tests.Subtest.TestScores
ATC-Transcript-Implementation-Details.doc - 10/8/2018 10:37 AM / Page 1 of 155Ohio Board of Regents / ATC XML Transcript Implementation Details
Introduction
The utilization of the PESC Postsecondary XML standard allows the ATC to communicate with various entities within higher education. When entities wish to utilize the PESC XML they will be required to have knowledge of the standard. In various cases default values, formats, and usages of the XML transcript are specified by the ATC.
This document describes ATC-specific functionality dealing with various fields of the PESC XML transcript. All validation specified in this document is in addition to the normal validation of the transcript via the PESC supplied schema.
Project Identification
Project Name / Project Number / Date CreatedArticulation Transfer Clearinghouse / EN-009 / 03/28/2006
Sponsor / Program Manager
Paula Compton, David Barber / Jim Ginzer
Project Manager
Jim Ginzer
Document Control
This section contains document change control and distribution information.
Update History
Version / Date / Author / Description0.1 / 03/27/06 / Alex Leader - OBR / Authored
0.2 / 03/28/06 / Jeremy Boeckman – OBR
Alex Leader - OBR / Numerous Modifications
0.3 / 03/31/06 / Jeremy Boeckman – OBR
Alex Leader - OBR / Numerous Modifications for Pilot
0.4 / 04/09/06 / Jeremy Boeckman – OBR
Alex Leader - OBR / Modifications per Pilot Group meeting on 04/03/06
0.5 / 04/17/06 / Jeremy Boeckman – OBR
Alex Leader – OBR / Miscellaneous Modifications
0.6 / 04/24/06 / Jeremy Boeckman - OBR
Daniel Bower - OBR
Owen Daniels - OBR
Alex Leader - OBR / Removal of Description column.
Addition of ATC Recommended Use text to faciliate review at Pilot Meeting on 04/24/06.
0.7 / 04/25/06 / Jeremy Boeckman – OBR
Daniel Bower – OBR
Alex Leader – OBR / Created comments for Student.AcademicRecord.AcademicSession.AcademicSummary.AcademicSummaryLevel
and
Student.AcademicRecord.AcademicSession.AcademicSummary.NoteMessage
0.8 / 04/30/06 / Alex Leader – OBR / Update from Pilot meeting on 04.26.06
0.9 / 05/17/06 / Alex Leader – OBR / Updated Student.AcademicRecord.AdditionalStudentAchievements.Attributesection to include enumerated values for various elements.
1.0 / 06/30/06 / Alex Leader – OBR / Removal of Draft specification.
Publish History
Version / Date / Reviewer / Department0.1 / 03/27/06 / OBR Internal Review
0.2 / 03/29/06 / OBR Internal Review
0.3 / 04/03/06 / XML Pilot Group
0.4 / 04/10/06 / XML Pilot Group
0.5 / 04/17/06 / XML Pilot Website
0.6 / 04/24/06 / XML Pilot Website
0.7 / 04/25/06 / XML Pilot Website
0.9 / 05/22/06 / XML Website
1.0 / 06/30/06 / XML Website
Document Overview
The implementation details document specifies the usage of the PESC XML elements within the ATC. This document will be used by both institutions and 3rd party vendors used to “ATC-enable” an institution. In some cases the usage specified by PESC and the usage specified by OBR will differ. Users of this document should follow the ATC recommended use as validation will be performed against the specifications in this document.
Below is a table of values specified by PESC and the Pilot group. In February 2005, the pilot group used a rating scale that differed from PESC. Therefore, the ratings are listed below, with assignment of the pilot and PESC ratings to each other along with the definition of the rating and the validation that will be done within the ATC.
As a general guideline, the Pilot group has specified elemental usage as close to the PESC standard as reasonably possible.
PESC Rating / Pilot Group Rating / Definition / ATC ValidationRequired / YesReq / Required data within the transcript. / The ATC will produce a severe level message. Rejection of transcript. Notification sent to source. Transcript not delivered to destination.
Recommended / Yes / If the information for a field is available at the sending school, then the field should be sent. / The ATC will produce a warning level message. Transcript will be delivered to destination.
Optional / Optional / It is strictly up to the sender to include the data or not. / No Validation
Not Recommended / No / No need to send the data. / No Validation
Notes
- All NoteMessage elements are optional.
- When information can be placed within multiple locations, please specify the data in the one location that is most applicable. For example, an AcademicAward can be placed in the AcademicSession or AcademicRecord depending on the context of the AcademicAward. Programmers will have to take into account the multiple locationswhere the AcademicAward (or other multi-use elements) may reside.
- All warning messages will only be produced for information reported by the source institution. For example, a student who is transferring from The Ohio State University to MiamiUniversity will have their transcript created by OSU. If OSU included previous student information in an AcademicRecord for OhioUniversity, only errors with OSU information will be reported.
Assumptions
- Document applies when an Ohio to Ohio transfer takes place. Otherwise the transcript is validated against the schema with no further validation performed.
Transcript Sections
TransmissionData
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseDocumentID / None / Required / Required
Comment: Each institution is responsible for creating a globally unique DocumentID in each transcript. The recommended DocumentID format is:
<IPEDS>-MMDDYYYYHHMMSS-<Institutional Unique Document Identifier>
Ex: 204796-03282006130521-0000000000001
CreatedDateTime / None / Required / Required
DocumentTypeCode / None / Required / Required
Comment: Default value = “StudentRequest”
TransmissionType / None / Required / Required
Comment: Default value = “Original”
Source / None / Required / Required
Destination / None / Required / Required
DocumentProcessCode / None / Required if
“TEST”;
“PRODUCTION”
implied, not
recommended / Required if
“TEST”;
“PRODUCTION”
implied, not
recommended
Comment: For testing use “TEST”, otherwise “PRODUCTION” implied.
DocumentOfficialCode / None / Required if
Unofficial;
“Official” implied,
not
recommended / Required if
Unofficial;
“Official” implied,
not
recommended
DocumentCompleteCode / None / Required if not
complete;
“Complete” is
implied, not
recommended / Required if not
complete;
“Complete” is
implied, not
recommended
RequestTrackingID / None / Optional / Optional
NoteMessage / None / Not
recommended / Optional
TransmissionData.Source
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseOrganization / None / Required / Required
NoteMessage / None / Not Recommended / Optional
TransmissionData.Source.Organization
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseOrganizationIDGroup / The source institution will be validated against ATC lookup tables and rejected if not matched. At least one identifier must match or transcript rejected. / Required / Required
Comment: The ATC will identify the institution by the identifier specified. The IPEDS is preferred.
OPEID / Transcript invalid if OPEID specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
NCHELPID / Transcript invalid if NCHELPID specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
IPEDS / Transcript invalid if IPEDS specified inconsistent with ATC lookup information. / Required Choice / Recommended
Comment: Preferred institutional identifier within transcript.
ATP / Transcript invalid if ATP specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
FICE / Transcript invalid if FICE specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
ACT / Transcript invalid if ACT specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
CCD / Transcript rejected if CCD specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
CEEBACT / Transcript invalid if CEEBACT specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
CSIS / Transcript invalid if CSIS specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
USIS / Transcript invalid if USIS specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
ESIS / Transcript invalid if ESIS specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
DUNS / Transcript invalid if DUNS specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
OrganizationName / None / Recommended / Recommended
Contacts / None / Recommended / Recommended
NoteMessage / None / Not Recommended / Optional
TransmissionData.Source.Organization.Contacts
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseAddress / None / Recommended / Recommended
Phone / None / Recommended / Recommended
Email / None / Optional / Recommended
URL / None / Optional / Optional
NoteMessage / None / Not Recommended / Optional
TransmissionData.Source.Organization.Contacts.Address
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseGeneralAddressGroup / N/A / Required / Required
CommonAddressDetailsGroup / None / Required / Required
DomesticAddressDetailsGroup / None / Required for domestic addresses / Required for domestic addresses
InternationalAddressDetailsGroup / None / Required for international addresses / Required for international address
AttentionLine / None / Optional / Optional
NoteMessage / None / Not Recommended / Optional
TransmissionData.Source.Organization.Contacts.Address.CommonAddressDetailsGroup
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseAddressLine / None / Required / Required
City / None / Required / Required
TransmissionData.Source.Organization.Contacts.Address.DomesticAddressDetailsGroup
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseStateProvinceCode / None / Required / Required
PostalCode / None / Required / Required
TransmissionData.Source.Organization.Contacts.Address.InternationalAddressDetailsGroup
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseStateProvince / None / Refer to common postal practices of the source country / Refer to common postal practices of the source country
PostalCode / None / Refer to common postal practices of the source country / Refer to common postal practices of the source country
CountryCode / None / Required / Required
TransmissionData.Source.Organization.Contacts.Phone
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseCountryPrefixCode / None / Recommended / Optional
AreaCityCode / None / Recommended / Recommended
PhoneNumber / None / Required / Required
PhoneNumberExtension / None / Optional / Optional
NoteMessage / None / Not recommended / Optional
TransmissionData.Source.Organization.Contacts.Email
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseEmailAddress / None / Required / Required
NoteMessage / None / Not recommended / Optional
TransmissionData.Source.Organization.Contacts.URL
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseURLAddress / None / Required / Required
NoteMessage / None / Not recommended / Optional
TransmissionData.Destination
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseOrganization / None / Required / Required
NoteMessage / None / Not Recommended / Optional
TransmissionData.Destination.Organization
Tag Name / ATC Validation / PESC Recommended Use / ATC Recommended UseOrganizationIDGroup / The destination institution will be validated against ATC lookup tables and rejected if not matched. / Required / Required
Comment: The ATC will identify the institution by the identifier specified. The IPEDS is preferred.
OPEID / Transcript invalid if OPEID specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
NCHELPID / Transcript invalid if NCHELPID specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
IPEDS / Transcript invalid if IPEDS specified inconsistent with ATC lookup information. / Required Choice / Recommended
Comment: Preferred institutional identifier within transcript.
ATP / Transcript invalid if ATP specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
FICE / Transcript invalid if FICE specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
ACT / Transcript invalid if ACT specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
CCD / Transcript invalid if CCD specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
CEEBACT / Transcript invalid if CEEBACT specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
CSIS / Transcript invalid if CSIS specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
USIS / Transcript invalid if USIS specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
ESIS / Transcript invalid if ESIS specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
DUNS / Transcript invalid if DUNS specified inconsistent with ATC lookup information. / Required Choice / Not Recommended
OrganizationName / None / Recommended / Recommended
Contacts / None / Optional / Optional
NoteMessage / None / Not Recommended / Optional
TransmissionData.Destination.Organization.Contacts