NWDUG 2006 Presentations

The following presentations are being prepared - we want to thank ever one for their willingness to share their time and experience with the NW Datatel User group!

* Marked sessions may be listed under multiple tracks - but are only being held once, please refer to the Conference Schedule for session times and locations

Benefactor Track

Title/Subject	Presenters	Institution	Description
Can you score 93%? Address Quality Management Strategies to the Rescue!	Mark Ellis	Whitworth College	Whitworth College uses three tools to assist in the never ending struggle to maitain high address validity and quality. I will walk you through each of those tools and discuss the strengths and weaknesses of each.
Planned Giving: Setup and Reporting	Nancy Dubberke	Linfield College
Duplicate Record Round Table	Kathy Read	Pacific University
Getting Ready for Colleague Advancement	Karli Grant	Datatel, Inc.	Colleague Advancement…you’ve heard it’s coming! How can you start preparing now? What types of integration considerations are there? Are there resources available to help get ready? These questions and more will be answered during this informative session.
Data Mining – Digging Deeper into the Wylie Factor	Mark Ellis	Whitworth College
QueryBuilder for Benefactor	Nancy Dubberke & Debbie Harmon	Linfield College
Correspondence Control (for Benefactor)	Marsha Baker & Jackie Judge	Lewis & Clark College
Novusolutions: Job Application Tracking and Web Integration	Laurel Stiller	Datatel, Inc.

Financial Aid Track

Title/Subject

Presenters

Institution

Description

Admissions Track

Title/Subject	Presenters	Institution	Description
* Duplicate Prevention for ELF Imports	Dave Morelli	Pacific University	Are you having trouble preventing creation of duplicate records when importing test scores and search names? Are you afraid even to try importing for fear of the duplicate creation nightmare that would ensue? Come hear (and see!) how Pacific has tried to address these concerns, including how we arrived at our “checks and balances” on duplicate scoring, how we customized the elements used in that balance, and how we customized the duplicate resolution screen for persons to help staff doing manual resolution of those inevitable “possible duplicates.” All of our customizations will be made available for the technically inclined!
* Using ELF to import COMPASS scores	Celeste McCormick	Lewis-Clark State College	Have you lost your way using ELF to import COMPASS scores? As I write this I am still finding my way. Meet with me to learn how I am using ELF to import COMPASS scores and to share your own experiences.
CM and an "Active" Application for Admission	Tracy Waffle	Lewis-Clark State College	Are you having problems getting your communications management document to grab information from the correct application for admission? Is your most recent application for admission not always the last application in the stack? Or can you have two different applications going at once and want to do a letter for one of them? Well I figured out a way to have communications management pull information from the "active" application for admission. Come see how!
ATRK-- Introduction and Tips and Tricks	Jaymalee Johnson	Southwestern Oregon community College	This session will help you understand the function of ATRK. As will as give you tips and tricks to building rules.
Creating and integrating an online inquiry	John Fuhrman	Albertson College of Idaho	This was a project that we implemented here. It was a bit of a tag-team effort between our web developer and myself - i setup the ELF importing process and he build the web interface that matched the parameters we specified in elf. Using the web based import, admissions has cut their data-entry time down drastically and now want to get all inquiry responses online becasue of the time savings this process offers.
Admissions Roundtable	Janice Schermer	Lewis & Clark College	This is a great time to get together in a roundtable format and discuss your questions with other admissions offices. (I am interested in the SAT/ACT import process.)
Recruitment CAT Update	Brad Wilkin	Lewis & Clark College	As the NW area representative for the Recruitment Client Advisory Team (CAT), I will give attendees a overview of the purpose of the team and our current priorities. After summarizing the role of the CAT, I will open the floor for issues/brainstorming and will bring any new topics to the team at our next (August) meeting.

Student Systems & Registrar Track

Title/Subject	Presenters	Institution	Description
Batch Registration	Jaymalee Johnson & Shawn Liggett	Southwestern Oregon community College	See how Southwestern Oregon Community College uses Batch Registration to easily register our students into our labs and other classes.
Tips and Tricks with Other Cohorts	Pacific University Registrar's staff	Pacific University	“Other Cohorts” may well qualify as one of the tools in Colleague that is the most underutilized for its potential value. Got varsity athletes you need to track for the NCAA? Cohort them! Got students receiving veterans benefits that must be reported to the appropriate Federal agencies? Cohort them! Got students who go on a leave of absence and return, and still need to be tracked for institutional researchers with their original entry class? Cohort them! Got any populations that need to be grouped together for some kind of reporting purposes, and can’t find a place to code them? Cohort them! Come here and learn how one school uses them (including some customizations we’ve made to help with reporting), and then share your own ideas.
Class Placements and PreRequisites—Making them Play Well Together	Pacific University Registrar's staff	Pacific University	Does your institution require a placement test for certain core courses? How do those placements work with prerequisites and registration? This session will focus on one schools approach to using non courses to track math placements and how tying it back to prerequisites using equate codes.
Degree Audit Tricks – Using Rules and Non Courses	Pacific University Registrar's staff	Pacific University	Come learn about using Non Courses and rules in your program evaluations. Have you ever wanted to make an program requirement look “neater” on an evaluation? Ever wanted to send a custom note ONLY to undeclared majors on their evaluation? Want to check if a student has been applied to a certain program or been admitted to a certain program and show that on their evaluation? PU will share some of the tricks they’ve learned to make this happen!
Registration Roundtable	Tara Sprehe	Clackamas Community College	An informal session to share ideas and find solutions.
Training the Teachers - Getting Faculty to Use WebAdvisor	Joan Bowen	Lewis-Clark State College	How do you get faculty members to use WebAdvisor? Are they still looking for class rosters in their campus mailboxes? Do they want to submit grades on paper rosters? Come share ideas about what works (and what doesn't) as we strive to provide more and more services for faculty on WebAdvisor.
Duplicate Resolution: Covering all the Bases	Katie Morgan & Dave Morelli	Pacific University	We will cover our institutional procedures for addressing duplicate records for persons and organizations. Included will be an outline of our resolution group, technical procedures and tools used in the cleanup process, and also how we documented the procedures.
Business Intelligence/Reporting Roundtable	Katie Morgan	Pacific University	Come hear about the Business Intelligence Client Advisory Team (BICAT) and share questions, concerns, and ideas for your campus reporting needs.
ActiveCampus Portal from an End-User Perspective	Laurel Stiller	Datatel, Inc.	Join us for a high-level overview and discussion of the new Datatel portal. The portal will allow colleges and universities to have an extremely user-friendly and familiar view of institutional information across campus and will integrate portions of Colleague, SQL Server, Microsoft Internet Server, SharePoint, Outlook, Excel, and Word into one, seamless Web application.
Datatel's E-Advising Solution	Laurel Stiller	Datatel, Inc.	Advising is one of the most critical components of a comprehensive retention strategy. E-advising tools should encourage collaboration between advisor and advisee to provide for more time for substantive advice. This demo outlines Datatel’s strategy for e-advising, demonstrates the benefits of Student Course Planning, Student Education Planning, and Smart Registration, and shows how Colleague Student e-Advising can work for your institution.

r18 Track

Title/Subject	Presenters	Institution	Description
R18 Roundtable	Harvey Prudhomme	Willamette University	General technical discussion of the R18 release issues and experiences.
R18 - What does it mean	Kevin Loeffler	Sysix Technologies	Whether you are preparing for R18, upgrading, migrating, or performing a technology refresh, Sysix can assist you. Join us for tips and crucial information regarding best practices for analyzing your business needs and effectively planning for future IT requirements.

Human Resources & Financials Track

Title/Subject	Presenters	Institution	Description
GLIM with Encumbrances	Allie Losli & Katie Morgan	Pacific University	This session will cover ways to use Datatel's provided GLIM not only to import actuals but to accurately relieve (or increase) encumbrances. In our situation, we wanted to encumber payroll and relieve those encumbrances, but do not use Colleague HR, so needed to accomplish this via imports from our Payroll System (ADP)
TouchNet OnLine Payment and Billing Presentment	Cathy Van Orman & Renee Vanzant	TouchNet Information Systems, Inc
Workflow for HR	Cheryl Kline	Datatel, Inc.	Using Datatel's Workflow Management System for business processes in Human Resources.
Using the Student Systems to Track Employee Training and Development	Tracy Hokanson	Datatel, Inc.	Using the Student Systems to Track Employee Training and Development
SchoolDude and Datatel: What the Partnership Means for You	Bryan Coble	SchoolDude.com	Find out how SchoolDude has helped over 2100 educational clients across the nation improve efficiency and accountability by using their online tools. Also learn how Datatel and SchoolDude will integrate.

Accounts Receivable Track

Title/Subject

Presenters

Institution

Description

Systems & Tools Track

Title/Subject	Presenters	Institution	Description
WebWizard Progamming Concepts and Ideas	Mel Soriano	Eagle Rock Information Systems	WebWizard customers or prospective customers may be interested in discussing the latest solutions and innovations made by other institutions. Join us at this round table to share needs and solutions using WebWizard and other reporting tools.
Point and Click Reporting with DataReady & WebWizard	Mel Soriano	Eagle Rock Information Systems	Eagle Rock Information Systems will feature its flagship product WebWizard, which connects UniData to the Web. ERIS will also highlight DataReady for WebWizard, its powerful web-based reporting system. Come By and hear about how ERIS delivers web integration software and consulting services to education and e-Commerce clients throughout North America
Workflow Roundtable - Panel Discussion	Jaymalee Johnson & Cari Friesen	Southwestern Oregon community College	What have we learned since the regional training in November.
* Duplicate Prevention for ELF Imports	Dave Morelli	Pacific University	Are you having trouble preventing creation of duplicate records when importing test scores and search names? Are you afraid even to try importing for fear of the duplicate creation nightmare that would ensue? Come hear (and see!) how Pacific has tried to address these concerns, including how we arrived at our “checks and balances” on duplicate scoring, how we customized the elements used in that balance, and how we customized the duplicate resolution screen for persons to help staff doing manual resolution of those inevitable “possible duplicates.” All of our customizations will be made available for the technically inclined!
* Using ELF to import COMPASS scores	Celeste McCormick	Lewis-Clark State College	Have you lost your way using ELF to import COMPASS scores? As I write this I am still finding my way. Meet with me to learn how I am using ELF to import COMPASS scores and to share your own experiences.
Dynamic Queries using HTML GET and Excel	Peter Morgan	Willamette University	A spreadsheet with the "Refresh Data" option in the Data pull-down available, it prompts for term or major then queries the database directly. You stay in Excel, yet get current data. Most useful for recurring, flat-file lists.
LDAP: Integration ,Mapping & Authentication	Michael Quiner	Whitman College	Using EDX/DMI to trigger LDAP updates and authenticate WA or whatever from your LDAP.
Informer – An innovative approach to Datatel Reporting	Chris Reeves	Entrinsik Inc.	If you’re looking for a robust, easy to use reporting tool that provides maximum benefits to both management and end-users, please stop by to learn more about Informer. This session will provide an in-depth look at how Informer has simplified reporting for Datatel users. Key aspects of this session will include a reporting demonstration, feature and functionality overview, application security, and software benefits.
Focus Group – Datatel Regional Workshops	Tammie Hunt	Datatel, Inc.	Are you looking for an innovative way to provide Datatel training for your staff? Join our Datatel Regional Workshops Focus Group session – WE WANT YOUR INPUT! Learn how to maximize your investment while minimizing your travel costs. This session will describe how you can be part of this educational approach including discussion of the benefits of hosting a Workshop on your campus. Recent Datatel Regional Workshops have included: Communications Management for HR, IPEDS Workshop, Envision Web Programming, Power Users Reporting Workshop, Benefactor Refresher Training, Communications Management for FA and Records and Recruitment etc. This NWDUG session will solicit curriculum ideas for future workshops. This is your opportunity to let us know your training needs. See you at this lively focus group session!
Datatel's Action Planning Services	Tammie Hunt	Datatel, Inc.	The Action Planning Session will provide information on Datatel's complimentary (no-fee) service that is provided to clients. The 4 major elements that comprise Action Planning will be discussed as will the keys to success. Information about how Action Planning can be used as a part of the AQIP Accreditation process will also be discussed. The Action Planning process will allow your institution to more effectively deploy resources, deal with change, achieve desired outcomes, understand funding requirements and, overall, build a more efficient organization.