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  Beyond the Administrative Core: Creating Web-Based Student Services for Online Learners
link to Home link to About the Project link to Project Partners link to Resources link to Guidelines link to Consulting

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Webcast Series

Transcript of Technology in Academic Advising Webcast

PAT: Hello and welcome to the WCET webcast series, Providing Student Services to Distance Learners. I am Pat Shea, the Assistant Director for WCET. I'm coming to you today from our east coast office in Summit, New Jersey. Also joining us from WCET's headquarters in Boulder, Colorado, is my colleague Sue Armitage. Welcome, Sue.

Slide: Technology in Academic Advising

SUE: Well, thanks, Pat. Hello, I'd like to say hello to everyone in the audience. Thanks for joining us today.

PAT: Our special guess is Michael Leonard from Penn State University who will talk with us today about Technology in Academic Advising. Welcome, Mike.

MIKE: Thanks, Pat. I'm happy to be here.

PAT: Well, just so we can get an idea of how many of you in the audience are familiar with this environment, I'd like to get started by asking each of you to tell us if you have participated in an HorizonLive lecture before. Please click on the green "yes" button — so they're above my head on the right-hand side — if you have participated before. If you have not, please click on the "no" button. So go ahead and do that now. And you'll see by your name in the box next to my picture, your responses will be indicated there. Don't be shy. Go ahead.

SUE: There are lots of people who've not done this before, it looks like.

PAT: Okay. Well, welcome. I'm so glad you guys are here today and I think it'll be a good experience for you. So thanks a lot for letting us know. And we'll try to point out some tips on using the environment as we move along here. During today's session, we invite you to make comments related to Mike's presentation in the chat box in the lower left half of your screen. Many of you are experts in this field of academic advising and this is a good opportunity to share your knowledge and experiences with the other attendees. So since many of you are new, I want you to know that if you experience connectivity problems during the presentation please call HorizonLive — I'm going to give you the phone number here: 877-825-5810 or click on the “help” button which you see in the black navigation bar above the chat box to send an e-mail message to tech support. If you want to send a private message to someone participating in the session, click on the "tell" button and only the person you have selected will see your message.

Question: Are you primarily interested in services...

PAT: And so that we can get a better sense of your interest today in academic advising please respond to the question that is about to appear on your screen, and the question is, are you primarily interested in academic advising services for students located off campus, on campus or a combination of the two? And while you are voting, I want to tell you that technology and academic advising is the third in our webcast series on providing student services to distance learners. Each month through June, except for December, we will have a webcast on different on a different student service. This series is part of WCET's work on its Learning Anytime, Anywhere Partnership project, funded by the US Department of Education. Our sincere appreciation also goes to HorizonLive for making it possible to bring this series to you electronically.

Results of question

PAT: Sue, do we have some results?

SUE: We sure do. Of those people who have voted so far, we can all see from this bar chart that a combination of the two, both off campus and on campus seem to be the main interest of our audience today.

PAT: Okay. Well, that's good to know.

Slide: WCET: Overview

PAT: And of those of you who are not familiar with WCET, I just want to tell you that it is a cooperative of higher education institutions, agencies, non-profit organizations, and corporations involved in distance learning. Our focus is on the advancing the effective use of technology in higher education and you can see some information about us on the screen, and I hope you will visit our website to learn even more.

Slide: Mike Leonard Introduction

PAT: And now it's time to tell you a little bit more about our guest Michael Leonard. Mike has been involved in academic advising since 1979, when he earned a Master's degree in Educational Psychology from Penn State. He is Chair of the Technology and Advising Commission for the National Academic Advising Association — many of you know that as NACADA, as well as the Commission's webmaster and co-moderator of its listserv. He has presented technology and advising-related sessions in workshops at national and regional conferences including NACADA, The First Year Experience, in the Association of General and Liberal Studies. He has provided consulting services to higher education institutions on the topic of technology and advising and has published on the same topic. Mike, thanks for joining us today.

MIKE: Well, thank you, Pat, and thank you for inviting me to participate in this webcast. It's really a very exciting opportunity for me. First, let me say that if any of the participants in today's session had submitted questions prior to the webcast, I hope to be answering those as we go through the presentation today or at the very end, when you can post the questions again. Since all of you know who I am now, I'd like to get a quick idea about who are our participants are today, and rather than doing this through a formal survey as we just did, I'd just like to ask everyone to type into the chat box in the lower part of your screen the primary job responsibility that you have. This could be something like “academic advisor,” or “director of distance education,” or “director of advising.” And we'll just take a quick look at what responsibilities everybody says that they have. So go ahead and type in in the “send a message” box the job title that you currently hold and we'll see what we get. And still waiting for the first response to come in.

MIKE: Director information technology services, an advisor, online admissions advisor, academic advising, director of advising, assistant dean, advisor and registrar, counselor, director. Okay. Good. Well, looks as though most of you have some direct relationship to academic advising, that you probably have some responsibility in that area, even if that's not your job title.

Slide: Session Overview

MIKE: What I'd like to do to start with is to give you a brief introduction to the session that we'll be conducting today and I want to talk about a variety of types of technology that are used in academic advising. I'll talk about some of the issues and innovations and resources related to each topic and, in some cases, I'll actually be giving a demonstration of some of those technologies.

Slide: Types of Technology

MIKE: The types of technology — and this will be coming up on the next slide — that I'll be covering today are e-mail, listservs, videoconferencing, webcasts and websites. And I plan to spend most of my time talking about websites both for students and for academic advisors, and I'll just talk briefly about the other four types of technology, and then provide some resources for additional information about each one.

Slide: E-mail

MIKE: The first type of technology that I'll mention is e-mail and I'm sure that all of you are familiar with e-mail. The types of issues that I'm hearing advisors talk about, first of all, are how to manage those particular form of communication. Advisors that I've talked to everywhere are saying, “How can I handle the volume of e-mail that I'm getting from students?” Some of the questions are very complex ones, some are short. But in any case, it takes time to respond to e-mail questions from advisees.

Advisors also have concerns about the ethical and legal issues surrounding e-mail. For example, is it legal to communicate confidential information over e-mail? If it is legal, is it even ethical to do that? Advisors also want to know what works best in e-mail. What kind of advising conversations can I have with an advisee over e-mail? What types of conversations do not work very well via e-mail? And I provided a Web address there for additional information that will address all those particular issues in terms of e-mail.

I also want to point out that all the websites that I'll be mentioning or highlighting or listing in the presentation today, plus some additional related websites, are available on the WCET website, and each one has a live link — you can just go to that site later on and click on all the examples that I'll be highlighting today.

PAT: Mike, one of the problems that I hear about from colleges and universities is that students have several e-mail addresses, and they don't necessarily use their college address, making it very difficult for colleges to contact them when they have something important to let the student know about. Does that sound familiar to you? And if so, what are institutions doing about that problem?

MIKE: Yes, I have heard of advisors complaining about the problem with communicating with students. At some universities, it's difficult for advisors or other university officers to get in touch with students, not only via e-mail, but also via paper mail, telephone calls, and other ways of trying to contact the students. I know that at some institutions, professors and advisors and other university offices will communicate with students only through an official university e-mail address. So that if a student writes to an advisor or university office and uses a Hotmail account or AOL account, the office will simply not respond to that individual or will respond by saying, “Please repost your question to us via the university's e-mail account.”

Slide: Listservs

PAT: I see. Okay.

MIKE: The next type of technology that I want to mention briefly is listservs. And probably all of you are familiar with listservs because you probably are a member of a variety of listservs that serve you for professional development purposes. In terms of academic advising, some of you may be familiar with ACADV, which comes out of the National Academic Advising Association and that's a very active listserv for advisors. So it can be used for professional development, but listservs can also be used in advising for broadcasting information to groups of students. For example, if an advising center wants to send out information to students about deadlines or changes in policies or upcoming events, a listserv is a very quick way for that information to get out to a large group of students. In cases of broadcasting information, students can't physically respond to those announcements; they simply get the information — they're the recipients of the information.

But listservs can also be used for student-to-student interaction. Like professional listservs, a student-to-student listserv could allow students in a particular college or a major or department talk about common interests, talk about common concerns, ask questions, get answers from their peers. So it's another way of looking at a listserv other than just being a recipient or through professional development for advisors. I also want to highlight that there have been some new advances in using listservs that now make available some of the actions through the Web. In the past, when people wanted to manage their list services, for example, if they were going on vacation and they wanted to sign off temporarily, they would have to send, sort of, arcane commands to the listserv itself. Those who are managing listservs also had to do the same thing to add new members or delete members and so on. But through new software that's available on the Web, people can manage their subscriptions through this Web interface and they can also manage listservs through the same type of an interface.

PAT: Mike, I like the listservs that allow you to archive the messages on the Web, so that you can see what type of conversation's taken place on a topic that might have been posted previously. And they also allow you to compile messages so they're only sent to once a day, versus, whenever they get posted.

MIKE: Right.

PAT: I think it's much more convenient.

MIKE: Yes. And those are some of the services that are now being handled on the new webserv service through listserv, that people can read the archives, can search the archives, can set their subscriptions to digests and so forth. So it makes it much easier to handle through the new software.

Slide: Videoconferencing

MIKE: The next type of technology that I want to mention briefly is videoconferencing. And some of you are probably familiar with traditional videoconferencing which typically requires special software, hardware, cameras, perhaps a studio that's specially equipped to do the videoconferencing. And it also means that the students or who are at a distance would need to go to a lab or a studio somewhere where they could received the videoconferencing. So it doesn't work very well in terms of a one-on-one situation.

But there's another type of videoconferencing that makes it easier for people to see each other in a one-on-one situation if they are at a distance, and that's through webcams. Webcams, or web cameras, are very inexpensive pieces of equipment that mount on the top of a monitor. They hook into a PC, and they allow two individuals to chat across the Internet and be able to see each other as well. Now, the video quality is not terribly good, but it does help the advisor in terms of being able to see the student's body language, for example, and get more information from the student in a conversation than you would get over a telephone line or over e-mail. And again, I have a Web resource there for those who are interested in checking out more about the webcams and videoconferencing.

A related type of technology that I wanted to mention is something called webphones. And although there's no video involved in this, it does use the Internet to provide PC-to-PC calling services, so that if a student is at a distance and wants to talk to an advisor, rather than incurring long distance telephone call charges, special software can be used to place the call over a PC and then the advisor and student can chat without really spending any money on long distance phone calls.

PAT: I suppose, Mike, that in some distance courses where students go to learning centers, that video conferencing solutions may be more viable at this point. Also this could be a good technology solution for orientation programs, either to the institution or orientation to studying at a distance or to a specific program that the institution is offering.

MIKE: I think the videoconferencing offers a lot of possibilities, especially in terms of orientation, because, for example, at Penn State, we have a lot of students who come from outside the country, who are located a distance from Penn State and other states. And although they may be coming to campus in, let's say August, for the beginning of fall classes, if we wanted to present information to them prior to that time, it would be possible to set up videoconferencing services for people, let's say, in California, a group of students who might be in a particular country might be able to get together and take advantage of conference orientation videoconferencing, for example.

Slide: Webcasts

MIKE: The fourth type of technology that I want to highlight concerns webcasts. And what you're doing right now is participating in a webcast, so WCET and other HorizonLive sessions are examples of this type of technology. And from my experience or what I've read, it looks as though webcasts are being used primarily at this point for professional development purposes. That is, webcasts are being provided to physicians and to attorneys and businesspeople to update them on their skills, to provide new information to them about doing their jobs. But I can see that webcasts could easily be used to provide services to students. Webcasts could be used to instruct or teach students about choice of major, let's say, or how to choose a career, to provide information about academic policies and procedures. And what's nice about webcasts is that the only type of hardware a student really needs — and software — is access to a website. They don't need a special camera. They don't need to be at a special location. They can be at their home. And take advantage of webcasts at the distance we are today. And we're all over the country and perhaps all over the world, as well.

The other thing that I like about webcasts in terms of providing programs for students, is that if the webcast is archived, as we're doing with this webcast, then it offers an asynchronous way of students to take advantage of that webcast. This is, they don't have to be viewing the webcast live; they can go to the archive later on, and whether they select live or not, they can review everything that was in the webcast. So if a webcast was providing a lot of information to a student about, let's say, academic policies, it gives the student a chance to review that material and really let it sink in a little bit better. So having the archive, I think, is a great way of providing this information on an ongoing basis to students, as well as doing the live webcasts.

PAT: And Mike, certainly one of our attendees, Mark Branson, has commented in the chat box that, you know, the problem with videoconferencing is that it is asynchronous and the advantage, then, of the webcast is that it provides that asynchronous opportunity to students via the archives.

MIKE: Right, and I think it's something that all of us should be thinking more about in terms of academic advising, distance education, higher education and so on, that it's not just a professional development opportunity; it really could be used in many ways for students. Let me just summarize quickly here by reminding everybody that I deliberately did not go into detail about each one of these technologies, but rather simply wanted to call your attention to them and to give you some resources for further information if you want to investigate that. And that'll give us more time to spend on some specific websites.

Slide: Web Sites for Advisers: eLion (Penn State) Walk through with Mike

MIKE: What I want to first show you are some websites that are designed for academic advisors. So this will concern, again, professional development and their advising. And I think that the key website is, obviously, the website for the National Academic Advising Association that was mentioned earlier. This provides many opportunities for professional development. The association provides conferences, both at the national and the regional level. It includes a clearinghouse that can be searched for information on advising and higher education issues. There is a consultants bureau, so if institutions are looking for individuals that they could bring to their campuses to evaluate their services or upgrade their services, they can consult the consultants through the bureau. And I have the website listed there as well for additional information, and I would encourage any of you who are in the field of academic advising, whether you're called an advisor or not, to take a look at the National Academic Advising Association.

PAT: This is a really good site, Mike, and there is a monograph listed on the site, and you can purchase through NACADA. It's published by NACADA. You may have had something to do with it. It's called The eFactor in Delivering Advising and Student Services, which I just finished reading. And I'd really encourage our attendees today that, if they're interested in redesigning their student services in academic advising that this might be a very helpful resource for them.

MIKE: Right. NACADA does publish a variety of monographs and there have been two published so far on technology and academic advising. I was involved in the writing of the first one and this newest one, called the eFactor, came out about a year ago. And it does provide a lot of sort of, in some cases, nuts and bolts ways of looking at technology and some philosophical ways of considering it, as well.

Slide: Web Sites for Advisers

MIKE: The next website that I'll show you on a slide, again, this is for academic advisors, is related to NACADA. And this is the website for NACADA's Technology in Advising Commission and, in particular, a section of that called Academic Advising Resources on the Internet. And this section provides links to hundreds of different academic and advising and higher education resources arranged by topics. Some of the topics include advising special populations and there are links there for information about distance learners. Another popular section is degree audits and student information systems, and there are a variety of links there that go to vendors that provide those particular types of services and software. And there's also a section on electronic publication awards. NACADA gives out awards to electronic publications each year and I'll be actually talking about some of the award-winning sites in this particular presentation.

PAT: Now, Mike you're also going to tell us about another site, I think, at Penn State University, is that correct? This is in the publications area.

Slide: Web Sites for Advisers

MIKE: Yes. It's one last website that I want to mention that's specifically for academic advisors is called the Mentor and Academic Advising Journal, and this is another professional development activity. This is an electronic journal; it is available only on the Web. It has never been published in the paper. And I think what's unusual about this particular publication is that, rather than being published in discrete issues, let's say quarterly issues or semi-annual issues, this journal is published on a continuous basis in a current issue-in-progress. So, as articles are received and reviewed by the editors they are published to the Web and they remain there for three months in the current issue-in-progress, at which point they are archived and available indefinitely through the archives. So one article might be published let's say this week, another one might be published next week. Another one might be published a month later. An article might be published on a Monday, another one might be published on a Thursday. So there's no true publication schedule or discrete issues. And that allows issues or articles to be published as soon as they're received and reviewed. There's no waiting for them to come up to another issue. There's no issue with deadlines. The articles go there as they're received, and it's a rather interesting way of looking at a journal. It's something that you obviously don't see in paper and even electronic journals often tend to use the old paper format of publishing in discrete issues.

PAT: And is this the publication you're the managing editor for?

MIKE: Yes, so I might be biased in this but I am the managing editor for the journal and I would encourage everyone to take a look at that because there are some very good articles that have been submitted to the journal. I would encourage also everyone to consider writing for the journal as well.

PAT: Now, it's a free resource.

MIKE: Yes. It is completely free. There are no charge there's no charge for access to either the current issues or the archived issues or any of the other services that are provided on the on the journal. We also have a monthly advising forum where we provide a topic that advisors or anyone can actually respond to and we publish those. So it's sort of like a limited listserv activity.

PAT: Oh, that sounds great.

SUE: Mike, have been any hot topics in the last six months or so that the Mentor has specifically covered?

MIKE: I would say that some of the technology issues in advising are particularly interesting to people. One of the hottest forum topics we had concerned the need, “Do we need theories of academic advising?” and that seemed to get a lot of responses, as well. So it's sometimes it depends on the time of year, but some issues are some advising forum topics are more active than others.

MIKE: Now I'd like to switch to some student-oriented websites that offer advising-related information.

Question: Which academic advising services...

PAT: Okay, now, as you're preparing to do that, Mike, I'd like to ask some of our attendees today what academic advising services their campus is providing to students. So you should see a question on the screen now, which says, “Which academic advising services does your campus make available to students online, and select all that apply?” And just take a minute to fill that out and then Sue can publish the results. We'll get a better idea about what the current trend is.

MIKE: While you're completing the survey and we're waiting for the results to be posted, I thought I'd just tell you a little bit about what's coming up next in this presentation. I'm going to be ascribing an award-winning website from Excelsior College that integrates a variety of academic services for students, and particularly those who are distance students. And this, again, was one of the award-winning sites from the Electronic Publication Awards sponsored by the National Academic Advising Association. I'm also going to demonstrate another award-winning site. This is from Penn State. And this site provides advising-related programs for students and faculty and advisors, and the website is called eLion and it's an example of what we'll be talking about in a minute called the fourth generation of Web services. And it integrates a variety of services into a single location for students and academic advisors, and I hope to show you a live demonstration of that particular website.

Results of Question

PAT: That's good to look forward to. Looks like we've got lots of responses in.

SUE: We have. I think they've slowed down so I'm going to go ahead and publish the results now.

PAT: Okay.

SUE: So we can see nice colorful bar graph once again. And it looks like, Mike, the subject of “add/drop” a class is good, in a way, and fortunately it's something you're going to be specifically addressing.

MIKE: Right. That'll fit in very nicely with this presentation.

PAT: That's great. So, quite a few people have “build a class schedule,” too, and "create the unofficial transcript."

MIKE: Right. Looks like very few have something like “selecting a major” or “performing a graduation check.”

PAT: Right.

MIKE: Or online. And that's understandable I guess. Great. Okay.

PAT: We might mention that, on the NACADA site, it links to a site that helps students pick a major, if I remember correctly.

MIKE: Yes, I'd mentioned earlier that all the websites that I'm highlighting today are available as live links on the WCET website. And I have some additional links there, as well, that we're not going to talk about in the presentation, but one of those links concerns choosing a major, and it provides a variety of links to other universities' attempts to help students exploring majors and then finally selecting a major. So if you're interested in that topic in particular, you can take a look at my list of links on the WCET site as well.

Slide: Web Sites for Students

MIKE: Okay, the first website for students that I'd like to mention today, which is as I said earlier received a Certificate of Merit in the Electronic Publication Awards and this was in 1999, is something called the Electronic Peer Network out of Excelsior College. This is formerly the Regents College. And this website provides a number of interactive services to students including a book exchange and chat and discussion groups for different groups of students, something they call a Study Buddy Finder, which allows students to find somebody else that is interested in studying with them on a particular course topic. They also have an online distance course catalogue which has thousands of distance courses listed there. It also serves as a resource for career information, study materials. They have access to student records, so students can look up their transcripts and degree audits through the Electronic Peer Network. Students can register for tests online. They can take tutorials, visit some library services. I think it's a great example of a way of integrating a variety of services for students, especially those who are distance students.

PAT: As you say, Mike, what's really interesting about Excelsior's College's approach is that it does present to the students these services in the integrated fashion, really taking advantage of the nature of the Web, which does that. Rather than recreating the silo approach of student services that have been prevalent in the physical environments of most institutions. This is a much more user-friendly type of site.

Slide: Access to the Webcast Archive for “Trends in Electronic Student Services” with Darlene Burnett

MIKE: Right. And that really leads into the next part of our discussion which is about the types of websites that are available and I've just put up some information here about a presentation that was done by Darlene Burnett. Darlene did the October webcast for WCET on use of technology in student services. And the slide that I'm showing you right now tells you how you can view the archives for WCET and take a look at Darlene Burnett's presentation later on. What I want to point out about her presentation is that in it she talks about what she sees as the four distinct generations in the evolution of Web services. And in generation four, which she sees as the current top of the line in Web services, she calls this “high tech” and “high tech, high touch,” websites are arranged in ways that suit the user, not the institution. And so that goes back to your comment, Pat, about silos. In the past, institutions wanted to sort of organize their websites by these silos, by department, by university offices and so on. And in generation four, you arrange the website to suit the students' needs, not the way the institution is arranged. In generation four, the student may also be able to customize the look and feel of the website to suit his or her own needs and preferences, and so you'll often hear about portals — university portals we can design this way where students can decide what they see on their university's website. Sort of like the “My Yahoo,” or you know other types “My PSU” or “My University” websites. Another feature of generation four websites is that they contain personalized information that pertains to a specific student and it's automatically displayed for the student when they log into that personalized website. And, in addition, generation four websites may use artificial intelligence which can be used to learn who their student is. Know something about that student specifically, and then to advise a student accordingly, based on that information.

PAT: I think students have really come to expect a personalized approach, don't you think, Mike? I mean, they have experience with Amazon.com and so many commercial sites before they come to college and they simply expect that they happen at their institution as well.

MIKE: I think you're correct that they are expecting that. And as Darlene pointed out in her presentation, more and more institutions are upgrading their Web services and generation four is where they're headed with this. So as more and more students become accustomed to those types of services institutions that don't provide that level of service will be left behind in the dust, and the students will not be happy and the institutions will not be seeing the type of student response that they're hoping to get.

Slide: Web Sites for Advisers and Students

MIKE: What I'd like to show you now is a demonstration on an example of a generation four website. And I mentioned this earlier: it's called eLion, which is the Penn State site. Penn State's mascot is the lion, so that's where this website got its name. It is an interactive advising website. It does feature the use of artificial intelligence and I think it's an example of what Darlene Burnett called generation four. This site was developed in response to concerns from students about the quality of advising they were receiving, particularly from faculty members who are not easily available, who perhaps weren't able to answer the students' questions, and it also stemmed from concerns from advisors, again, primarily faculty advisors, who were concerned about the increasing complexity of the university. They were unable to stay on top of all the rules and regulations. And so they wanted more assistance in working with students and providing good advice, as well.

This project was started in 1994, and it hasn't stopped growing since then. I'll mention it was also a Certificate of Merit winner in the National Academic Advising Association's Electronic Publication Awards competition. I'm going to demonstrate just the student section of eLion, although I want to point out that there are similarities between that and the advisor section of eLion, as well.

eLion includes a number of advising-related applications that allow students to interact with the system in a number of different levels of complexity. So, in some applications, eLion uses artificial intelligence to simulate one-on-one advising scenarios in which the sort of electronic advisor uses individual student data along with responses to questions that are posed by the electronic advisor that’s provided advice concerning specific academic procedures such as dropping a class. So we saw that many institutions in our survey did say they provide dropping and adding services on the Web for students.

And so I want to show you what level that has gone to in terms of artificial intelligence. The Web address of the actual eLion system is on the slide that you see in front of you right now. But the demonstration version that I'm going to be showing to you is listed on the WCET site if you wanted to go back and take a look at the demonstration later on.

PAT: Okay. And, Mike, as you walk us through this, it's going to be important for people to stay with you, is that correct?

Slide: eLion Demonstration

MIKE: That's correct. Now, those of you who are participating in this webcast, what I'm going to do is open a new Web browser window on your PCs and it should have the eLion demonstration on it. So we'll give a few minutes for that site to come up for everyone. And if your Web browser is not maximized, in other words, if it's not filling the screen, please maximize it so you can see everything in the eLion demonstration that we're going to be doing.

SUE: Okay. I've got it.

MIKE: Sue will keep an eye on the chat area to see if anybody's having problems with this. We're going to go on and assume that everybody can now see the eLion demonstration and the Web browser on their own PC. Now, you're going to be controlling this part of the demonstration. I won't be able to do everything. But I'd first like to call your attention to the sliding menu on the left, and if you just want to browse up and down the menu, you'll see some of the kinds of things that students can do after they've logged into eLion using their secure access ID and password. So this is individualized information. You can see that students can check their bursar account, they can look at degree audits, they can drop and add classes, they can check their placement score results. They can calculate grade point averages. They can check printing charges. They can get refund information, follow their semester bill. They can withdraw from the university. So there are a lot of things that they can do this particular menu in eLion. I will point out that the items that are in bold on your menu in this demonstration are those items that I've sort of set up for this demonstration.

So if you come back to this website later on, you can go through some of the demonstration of these other types of applications. I won't have time to show you all of them today. In fact, you may want to bookmark this website at this point so you can come back to it later. In Netscape you would bookmark this site; in Internet Explorer, you would add it to your favorite places. I believe that's what that's called. Right. Add it to your favorites.

You'll also notice in the window on the right that there is a section called personal messages. In this example, it says “You have no messages,” but what this allows university offices to do is to target individual students or groups of students and then force messages out to the system when the student logs in. For example, the registrar may target certain individuals who look like they should be graduating in the upcoming semester, and they may push a message to the student saying, on this particular screen, “It looks as though you're eligible to graduate. You should file your intent to graduate or check with your department,” or whatever the issue might be. The bursar's office might want to push messages to students who have not filed their bill yet, or who have not paid for their courses for the upcoming semester, and remind just those students that they need to do that.

Academic advisors or advising centers may want to push messages to individual students, telling them about upcoming events or the need to declare a major by a certain deadline and so on. So this is another part of the generation four. The system knows who's logged in and is able to push messages to that student without a student actually requesting the messages.

I'd like to talk about several different levels of interaction that can occur through eLion. The simplest level is that the student is given the opportunity to look up their own data. So through this operation students can check their grades, they can look at a copy of their schedule and so on. And that's a relatively simple level of interaction. A second level of interaction would be allowing the student to actually update some of their own data. So, in eLion, students can change or update their mailing address, their home address, their local address, emergency addresses, and so on. That's another level of interaction, because it actually does a lot of students who get into the student records database and change the database.

PAT: So these systems are integrated then, Mike? The data systems.

MIKE: That's right. Once the student logs into eLion, they have that single log-in and then they can access all the information that's in the menu on the left. They can check all those university records, do all the interactions with one simple log-in.

PAT: Oh, that's great.

SUE: Okay, Mike, I have a question from zbiggs, in our audience, he wants to know if eLion interfaces with the university e-mail accounts.

MIKE: It does in some cases. For example, when a student is checking his or her schedule, there's an opportunity for the student to e-mail a copy of that to their account. In the advising section, which I won't be showing you today, advisors have the option of sending e-mail to their assigned advisees, either to the entire roster of assigned advisees or they can select certain students out of the list of advisees, and send an e-mail to them that way. So there's not an opportunity for students or advisors to check their e-mail through eLion - at this point, anyway, although that's been discussed — but there is an opportunity for advisors and students to communicate with each other or themselves by sending copies of things to their e-mail accounts.

SUE: Thanks.

MIKE: Sure. Another level of interaction that's possible in eLion is using specific student data, for example, knowing who the student is, knowing about their past academic record, and then taking student input and using that information to calculate some sort of straightforward outcomes. For example, a student can indicate what grades they anticipate earning in the courses they're enrolled in in the current semester, and then that'll calculate, based on their past academic record, the semester average and the cumulative average they would have if they earned those particular grades.

PAT: I bet that's a popular tool.

MIKE: It is. It is very popular. It’s also available in the advisor's section of eLion, so I've worked with, we all have worked with students in our own offices who have said “I think I'm getting a D in this course, or I'm getting a whatever grade in this course, I want to know what impact it's going to have on my average.” And, in some cases, students who were thinking about dropping a course found out that the grades they were earning was more than enough to get them the end result that they were looking for. So it has saved some students from getting rid of courses although they really didn't need to that because they were doing okay and their overall average was going to be fine. Our fourth level of using specific interaction is using specific student data, again, knowing who the student is by accessing the student records database behind the scenes, and then taking responses that are supplied to the student to specific questions posed in these interactive advising sessions, and using artificial intelligence to provide outcomes and recommendations on certain student actions. For example, I'm going to be demonstrating the late course drop module. And through that module and through a series of scenarios, the electronic advisor provides information advice to the student about, “What will happen if I late/drop this particular course?”

As we go through this demo, as Pat mentioned earlier, it's going to be important for you to stay with me on the various screens that we're going to be going through. If you do get lost, don't worry. I'd suggest that you sit back and listen to the audio portion of it and then you can come back to this demonstration later on and go through it on your own. What I'd like everyone to do at this point is to scroll the menu on the left down to the section that says "late course drop" and that is in bold. And simply click on that particular link, and if that works for everybody, it should bring up in the right frame a section marked "late course drop" with a help link and below that, in red, a caution, "Stop, important read this before continuing." And that'll let you know that you're now in the late/drop course demonstration area. Pat and Sue, is that working for you?

SUE: I've got it.

MIKE: Okay. Again, just to help people catch up, on the menu on the left, choose the "late course drop" application, just click on it once, and it should bring up the "late course drop" in the right frame. Okay. Now, we're going to spend a lot of time reading through the text that's on that initial screen. But basically, it tells a student what's going to happen in this particular application. That if they plan to drop a course, there are time limits and so forth. By the way, at Penn State, a late course drop is dropping a course from the fifteen weeks semester schedule starting on the 11th day of the semester through to the end of the 12th week of the semester. That's considered a late/drop. And there are restrictions on how many credits a student can late/drop before they graduate, and there are a number of other issues that surround late course drop.

PAT: And you've put the time zones in there.

MIKE: Right.

PAT: There's no confusion.

MIKE: Yes. That’s particularly important for students who are at a distance, because their time zones are obviously, in many cases, very different from what we're operating on, and so it's important for them to know what the restrictions are in terms of the time zone situation in processing certain actions. What I'd like everyone to do now is to scroll to the bottom of the screen on their right, the introductory screen for the late/drop, and click on the button that says "continue to late/drop interactive advising."

PAT: Okay.

MIKE: Okay? Give everybody a few seconds for that next screen to come up. And what we are attempting to do here is to simulate a scenario a one-on-one advising situation between the student and an academic advisor. And so we attempted to integrate some conversational language into this scenario so you'll see on that screen, on the right, there's an introduction from the advisor saying, "Hi. How are you today? I see you're here for some advice about late/drop. Which one of your courses are you thinking about dropping?" And the directions tell the student to click on a course in their current schedule, and this is a student's schedule — they have English and biology and psychology and so forth. Click on a course they're thinking about late/dropping and then they'll get some further advice about that. So, in this case we’re sort of in the demo version, we've pre-plugged in the Biology 110. We've clicked on that already. So the student is thinking about late/dropping Biology 110 from their schedule. And if everyone will scroll to near the bottom of that screen and click on the “continue” button again.

PAT: Okay.

MIKE: The next screen that will come up will have a cautionary note at the top telling the student that they have not yet late/dropped that particular course, Biology 110. That they must continue through the advising information before they'll be permitted to late/drop it. And that will provide some individual information about that student. So we know the student's name, for example. It'll say, "Michael, I see you're thinking about late/dropping Biology 110, which is a four-credit course." We tell them what the late/drop period is for that course: it's September 2 through November 17, which means if they are going to late/drop the course it has to be done no later than November 17.

PAT: And it's important that you give specific dates, because for distance courses, those start and end times often vary, meaning the late/drop times will vary.

MIKE: That's right. Even at Penn State, where we have traditional fifteen week semesters, not all of our courses start and end at the same time. So there are courses at Penn State that have different beginning and ending late/drop dates and drop dates and so forth. So even for us, in a traditional residential campus, it's important for students to know what the deadlines are for each course on their schedule. So let's check the biology course and then determine what the late/drop deadline was for that specific course. Then the advisor says, "I’ll use the following information to advise you about what would happen if you late/drop Biology 110." And it says to the student, “You are currently enrolled in seventeen credits, which is considered a full-time credit load at Penn State. You've already used three of the maximum sixteen late/drop credits you're allowed. You have thirteen late/drop credits remaining out of sixteen. If you do late/drop Biology 110, which is a four-credit course, you'll have only nine late/drop credits remaining.” And then we have some other information there, just to remind the student of what college they're enrolled in and what campus they're enrolled at, and so forth.

If you scroll down that screen, you'll see some other general information about late/drop that I'm not going to bother to cover at this point. You can take a look at that later if you want to go back to the demonstration. You'll notice that we tell students that they must process a late/drop by November 17, but if it's too late for them to do that they might be able to consider some other types of activities: deferred grades or withdrawals at Penn State. Again, if everyone will scroll to the bottom of their screen on the right, and, again, click the “continue” button.

PAT: Okay.

MIKE: The next screen that comes up again provides the same cautionary information.

PAT: I think that's great you give those cautions every time.

MIKE: Right, it is important for students to know that, because some of them — before we had the caution on there — assumed they had dropped the course and, in fact, had not done that.

Now, we're telling the student that, for us to provide major-specific advice about dropping Biology 110 that we need to know what major they want us to use when we advise them. Because, obviously, if a student is dropping Biology 110 and they're planning to major in English, at least at Penn State, they don't need Biology 100 in the English major. But if they're planning to major in the Biology major, they do need Biology 100. So the consequences of dropping that course differ from major to major. So if you scroll down to the grade buttons on that screen, you'll see that the student is currently enrolled in the chemistry major and they could click on the button that says "use current major" which is chemistry, and they would be advised about what would happen if they late/dropped that biology course and they were in the chemistry major. Or they can choose a different major. And this list that you see on the screen on the pull-down menu, where it says "use major selected below," that's a dummied up list that I created for this demonstration.

Obviously, at Penn State there are many more majors there. But a student could say, well, I'm in the chemistry major but I'm actually thinking about switching into — in this case we'll say — pre-medicine. And so the student could use the pre-medicine major for the advice instead of the major they're currently enrolled in. The student could also click on the “undecided” button and say, “Well, I'm not sure really what I do want to major at this point, but just give us some general advice about dropping Biology 110, not tied to a specific major.” So, in this example, we're going to say the student, although they’re in the chemistry major, is thinking about majoring in pre-medicine. So if you will click on the "use major selected below" button, the intention is could be that we're going to look at that pre-medicine major and what implications that has.

PAT: Okay.

MIKE: Okay. All right, we've moved on to the next screen. And now the question is posed by the advisor: "And why are you thinking about late/dropping Biology 110?" And we provide a list of reasons there for the student to select from. These reasons were derived by surveying the advising community at Penn State. And we said, "When students come into your office to talk about late/drop, what are their reasons that they give you for wanting to late/drop a course?" And so we took all those suggestions from the advisors and sort of put them together into these particular categories.

You'll see that three's a note just above that table of reasons for late/drop and it says "the reason that you, the student, select will be used only to advise you and will not be shared with anyone else." That's important, because, when we tested this particular application, we found that some students were saying, “Is my instructor going to find out that I'm thinking about dropping the course and are they going to find out why I'm thinking about dropping it?” And so that obviously was important if the student was going to say “I'm having problems with the instructor,” they didn't want the instructor to know that information. So we tell them it's not used by anybody else. We also tell them that, although they can only select one reason at this point in the process, they'll be given a chance to come back and select other reasons if there's more than one reason why they're thinking about late/dropping. And then they'll be given advice about each of those reasons for late/drop.

PAT: Now, Mike, is this used by both undergraduate and graduate students or just undergraduates?

MIKE: It's currently available only to undergraduate students. And even then there are some restrictions on who may use it. for example, for any of our undergraduates are spending a semester abroad, they are not permitted to late/drop it via this mechanism, and they're actually referred to the International Students’ Office — or, in this case, Abroad Office, for information on how they can late/drop it. So there's a lot of checking going on behind the scenes that you're not necessarily seeing here that determines who has access to it, what the outcomes are and so forth.

PAT: I see.

MIKE: Now, if everyone will again scroll to the bottom of that screen you'll see that the student has chosen "I have fallen too far behind in this class" as their reason they're thinking about dropping the class. So if everyone will click on the “continue” button again.

PAT: Okay.

MIKE: The next screen that comes up and that would come up no matter what reason the student gave is there'd be some reflection on what that means in terms of late/dropping a course and how a student might be able to address that particular problem that's caused them to think about late/dropping the course. I won’t read through that text. But if you scroll down to about the middle of that screen you'll see some words in bold there and it says, "Since Biology 110 is required for your selected pre-med major, I suggest that you discuss with your instructor the possibility of successfully completing this course."

So what this has done now, it has gone against the degree audit system that we use at Penn State to find out whether the Biology 110 course the student is thinking about dropping is required in the pre-med major, which is what the student is thinking about majoring in. And in fact, in this case, it is required in the pre-med major and it's telling the student up front that this is a required course. If they drop it, that's going to have some certain repercussions. Again, there's some additional text there about considering dropping other courses since this one's a required course. And that they may want to talk to an academic advisor before they actually go ahead with this session. We're going to assume the student does want to go ahead with the session and so, again, if you'll scroll to the bottom of that screen on the right and then click on the “continue” button.

PAT: Yes.

MIKE: Okay. In the next screen the advisor is asking the student "What grade do you think you're earning in this course?" And we provide all the possible grades at Penn State. We do know some students are thinking about late/dropping courses that they're doing fairly well in. C grades or better. So we give them the opportunity to choose any possible grade there. In this case, the student has indicated that they think they're earning a D in the Biology 110. So again, scroll to the bottom and click on the “continue” button. And in every case, in every scenario here, we ask the students whether they've checked with their course instructor to be sure that the grade they think they're earning is really what they're earning.

We've had a lot of experiences in person knowing that a student will come in and say “I'm thinking about dropping this course.” We send them to the instructor to find out if they're actually doing what they think they're doing, and sometimes the students will keep a course because they're doing better than they thought. Or they find out that there are chances for extra credit and so forth. So we always ask the student to check with the instructor first before they make a decision about late/dropping. And in this case, we're asking the question, "Have you talked with the instructor?" And let's say that the student says, "Yes, I have checked with my instructor. I'm really earning a D in Biology 110." So on that screen, near the bottom, we'll click on the "Yes, let's go on" button.

PAT: Okay.

MIKE: And now we're giving the student some information about some possible outcomes if they do drop this particular course in which they anticipate earning a grade of D. A reminder there that this course is a requirement for the pre-med major which is the major they selected, and that if they’re dropping the course it means they will have to reschedule it. There's a bit of information there about majors that have what we call administrative enrolment controls and that there may be time limitations for completing the course. So it links to the university's undergraduate advising handbook that explains which majors have the controls, and what the time limitations are.

We also remind the student that the course may or may not be offered the following semester, and so we link to the Registrar's website which gives a list of the courses that are going to be offered the following semester. And there's some other general information there as well, including if they have financial aid, they should check with Student Aid to find out if that they might need that course for financial aid progress.

PAT: So this system really amasses so much information and that a student needs in order to make that decision, and amasses it instantaneously.

MIKE: That's right. It's pulling all this information in from the student records database, all at one time, and then it's using the questions that are generated by the system and the responses from the student to provide the outcomes and the advice. Now, one thing you'll notice underneath the link that says financial aid, there's a paragraph there that is really a very advising-oriented kind of a scenario. It's not telling the student about the outcome of, you know, the codes that they'll get on their record if they late/drop or the courses offered the next semester, it's really a philosophical discussion about what it means to be earning a D grade — or worse — in a course that's required in the major that they're thinking about.

What the advisor says electronically on this system is "One thing that concerns me is that you anticipate earning a grade of D in a course that is required by the major you selected. This might be an appropriate time to re-examine your academic plans. What do you think were the reasons you are not earning a better grade in this course? Are you really interested in this major? Is the content too difficult for you? Are you not studying enough? Are there other majors or courses that you should consider instead?" And so it's opening up to the student the notion that. “Does this make sense? Does it make sense that I'm considering a major in which I'm not getting a very good grade in a required course?” It's a kind of a conversation we would all have in person with a particular student who comes to us with this grading situation.

PAT: Well, and it gives a student a chance to think about those questions before meeting with an advisor, so they're not just responding to those questions off the top of their head.

MIKE: Right. So it prepares them for an advising context and we do discuss or, we do mention in this case that we recommend the student see an academic advisor to discuss their educational plans. We're simply planting the seed by asking those questions, but, yes, as we point out, Pat, something that we hope the student will discuss with an advisor. Now, you'll notice in the four buttons at the bottom of the screen, the student can now — we're not going to do this — but a student can select a different major and get advice about dropping Biology 110 for a different major. They can select a different reason for why they're thinking about late/dropping the course, and get advice about that reason. But we're going to say the student is ready to go on, and so we'll click on the button that says "continue with late/drop."

PAT: Okay.

MIKE: And this is nearing the end of the process, now, and it says, "Getting the student reminder that the late/drop period ends on November 17th, by late-dropping the course they accept the consequences of their actions.” If they have any doubts at all about dropping this course on eLion, they should consult with an advisor, check with their instructor, and they can also read the official word on the late/drop policies and procedures in the undergraduate advising handbook. So we'll say the student is definitely ready to go ahead. Last question on there is "Do you want to late/drop Biology 100 from your schedule now?" And so we'll say the student says, "Yes, drop the course from my schedule." So click on that button.

PAT: Okay.

MIKE: And you'll notice that we now requires the student re-enter their password. This is going to update their academic records. It's going to drop a course from their schedule. It's an important decision that they're making at this point and we want to make sure that they're the ones that are actually updating their record by re-entering the password. At this point, you don't need to type anything in. You can just click on the “okay” button. But the student would actually type in their password at this point. Click on “okay.” And in the next screen, you see in red a confirmation message that says, "You have successfully late/dropped Biology 110. You will receive an e-mail verification of this transaction." And the advisor says, "Okay, Michael, you have now officially late/dropped this from your fall schedule. Here's your revised schedule" — which we post at the bottom of that screen — "with your remaining courses."

And so that provides a verification the course really is gone. And we also tell the student that the verification sent to their e-mail address and a copy is also sent to the student's academic advisor and there's the advisor's e-mail address on the screen as well, should the student want to contact them directly about this. We also encourage them to check their updated schedule on eLion in another section. One last page before we leave this demonstration. At the very bottom of the last screen that we're looking at there, there's a sentence that says "This page is maintained by eLion." If you click on the eLion link at the bottom of the page.

PAT: Yes.

MIKE: You’ll see another page that I created specifically for this demonstration that shows you the factors that are involved in this late course drop application. It shows you the individual student data that we're retrieving from the records database, the student's name, their registration status, whether they have holds on their registration or not, their schedule, their credit load, a number of other factors we check to see if a student is a student athlete, whether they're an honor student, whether they’re on education abroad. And their advice that's provided the students is based all on that information that we know about them, as well as on their response to the key questions, which is what the next section shows. And we saw from the questions that we ask in this particular advising scenario.

We have some generic student factors, in other words, we don't check to see if they have financial aid, we don't know if they have health insurance, but we say if this is the situation, then you should follow up on the issue and check before you late/drop the course. I'm not going to take a look at everything on that particular web page, but if you have a chance later on to go back to it, I'd encourage you to take a look at all the things that are going on behind the scenes in this late/drop application that was programmed for eLion.

PAT: Excellent. That's a great demonstration, Mike.

MIKE: Okay, thanks. What we want to do at this point is to close out the eLion demonstration so we can get back to the webcast screen itself. So for everyone of you who is looking at the eLion's page to this point, what I'd like to you to do is to go up to the upper right hand corner of your screen, there should be a an X there on your web browser, simply you either want to close out that window or minimize it. I would suggest you close it out. And in doing that, that should bring you back to the HorizonLive WCET webcast panel.

Question: What other institutions have good models...

MIKE: Okay. And before I take some questions from our attendees, I'd like to ask those of you who are participating in the webcast to recommend some institutions with good models for web-based academic advising and talk about what types of services they are providing. So Sue has posted that question in the webcast window and if you would just type in other types of institutions that you know that have good advising modules, and we'll take a look at the results of that in a second.

PAT: And while people are filling that out, Mike, could you tell me a little bit about how the academic advisors at Penn State view this system? I mean, how long did it take you, for example, to develop this system, just for the late/drop module?

MIKE: The late/drop module itself took probably about nine months of development time in terms of figuring out what we wanted to do with it from an advising perspective. The eLion team consisted of academic advisors, representatives from the Registrar's Office, representatives from the technology community. We had a faculty member on the team. We had representatives from different colleges at Penn State and from different campuses at Penn State that were involved in developing a number of eLion applications, including the late/drop application.

Initially, we went out to the advising community and talked about what we were planning to do in eLion and one of the demonstrations we did was possible scenarios in allowing the student to late/drop on eLion. And as you might imagine this caused some consternation among some people because prior to that time, a student could not late/drop unless they went to an advisor's office, got a signature on a late/drop form and then took it to the Registrar's Office or processed it in their own department. And of course, what was happening is that, in many cases, students weren't really being advised anyway when they went in to get a signature. All they got was the signature and, you know, that was processed by the Registrar's Office and no questions were asked. So when we told advisors and other members of the university community that we were going to give students the opportunity to late/drop on their own, without talking to an advisor, again, there was a lot of concern about that. However, later on, when we demonstrated the actual late/drop applications for folks, we had people coming up and saying I was wrong.

I had concerns about how this was going to work. I am very impressed by the end result of this process. And many advisors were willing to admit that when they talked to student about the late/drop process, they were not always aware of all the ins and outs of that particular policy. They might not think to ask a student, "Do you have financial aid?" "Do you have medical insurance that might be affected if you become a part-time student?" "Are you a student athlete and what impact will that have if you drop this course?" So it provides consistent advice and information for all students, whether they ask the right questions or not, they're being asked the right questions through the system. So I think, at this point, advisors are very accepting of the process of the application.

The Registrar's Office tells us that since we instituted the late/drop application, fewer students are actually late-dropping courses. And we think the reason is that we're providing alternatives to them, as well as providing outcomes to them that may cause them to question whether it's in their best interest to actually late/drop a course or not.

PAT: Though I bet many of them are using that system in the middle of the night and spending the time to go through it step by step, when otherwise they might call or see an advisor and handle all this in five minutes.

MIKE: That's right. Many of the students do decide to late/drop at the very last minute. We see many of them the last three days of late/drop, or at least we used to see them the last three days on a walk-in basis. And now they're really doing it online and, as you pointed out, this system is available much longer during the day and during the weekend than advisors are. Typical office hours at Penn State are 8:00 to 5:00 and this system is available from 7:30 in the morning until three o'clock in the next morning. So, that was another feature that we saw for eLion, is that it made advising and information available on a much more broad basis than what a student would have access to through an academic advisor.

PAT: Okay. Well, can we maybe stop there and ask Sue to let us know what we've got in terms of results?

Slide: Response to Question

SUE: Well, I have two pieces of feedback. I think we might have had a problem with people entering their content because I only had four people respond to this question and only Janet Kendall's comments got through to me.

PAT: Okay.

SUE: So maybe something else we can talk about, Mike, then are the comments in the chat box.

MIKE: Sure. let's just do that, yeah.

Slide: Questions? Mike Leonard: 814-865-7576, www.personal.psu.edu/mjl3

SUE: Specifically, what software are you using? How do you make this all possible?

MIKE: Okay.

SUE: Once you go through that extensive decision tree analysis, how do you make it work?

MIKE: As somebody mentioned in the survey that you just did, Penn State is a big place. But I want you to know that we started out with nothing. The web team was formed out of existing people on campus. We weren't given any release time for our responsibilities for this new application. We really just sort of dug in and started working on it. We didn't have an office, we didn't have any programmers, we didn't have any money. This is something that we just started doing at the request of some of the administrators.

The software that we used to write this is called SmallTalk. And actually I think many other universities could accomplish the same thing in a much simpler way. Penn State student records database is not a typical database. It's called Adabase, which has been a software product; we've had it for years. It's not any of the standard types of databases that people might have, like Sequel or Oracle, there are many more programmers who are familiar with those types of databases, and so could probably develop something like this much more easily than we did with our, sort of, specialized software needs.

The decision tree, I think, is something that would depend on the individual institution — each institution is going to have a slightly different set of policies and procedures. But I think the process that we went through is the same kind of a process that any institution might go through in developing a module like this.

PAT: Okay, Mike, I think what we need to do right now is thank you for doing a wonderful presentation.

MIKE: You're welcome.

PAT: I think the demo in particular shows the potential for many institutions out there. And I'd like to ask if you would be willing to stay on for a little bit longer and answer some other questions from the chat box.

MIKE: Absolutely. No problem.

PAT: Okay, thanks great. What we'd like to do now, though, is just ask folks to participate in our evaluation so that we can collect some information that'll help us as we prepare future webcasts. And I also want to tell you that our next one will be on January 16, at noon Mountain Time, when Donna Ford — and I see she was attending this session today — she's the former counselor with Clackamas Community College in Oregon, and also President of the American Counseling Association. And she will be our guest to discuss Cyber-Counseling: Best Practices for Student Services.

Slide: Evaluation Survey

SUE: I've posted the evaluation because we are over time.

PAT: We are.

SUE: And people are dropping from the participants list. I know that people need to get going, but if they could take a few moments to fill out our evaluation we'd really appreciate it. We've tried to do better each time and try to respond to our participants' concerns and needs. We've mentioned our website a couple of times during the webcast today. Please go to it and check out more information about our project — this webcast series, our speakers — and I'll just verbally say what our URL is. It is www.wiche.edu/wcet. This webcast has been recorded and archived. It will probably be available in a couple of days, and it will be available for approximately a year on our website.

PAT: Okay, thanks, Sue, very much for your help today in getting all the questions up and watching the chat box for us. Do you think that we could possibly put that website address up in maybe another minute or so? So folks can find it. And we will return to the chat box. Mike, there's a question there about, “Does your software interface with PeopleSoft?”

MIKE: As far as I know, it does not. We basically have our own version of PeopleSoft that was developed at Penn State probably in the early '80s, and Penn State hired an outside institution to come in and develop its own student information system, which included record-keeping, student systems, bursar, business, human resources, degree audit and so forth. And we went through many of the same kinds of problems that PeopleSoft institutions are finding right now, in terms of implementing the software and so on. So we don't use PeopleSoft anywhere on our campuses. We have our own version of it. And so, essentially, eLion is interfacing with our version of PeopleSoft.

PAT: Excellent. I also see there's a question there from Janet Kendall about could she get an answer to the question regarding the need for human contact, of distance learners, at other places? My understanding of eLion is not that it is to replace the human academic advisor; it is merely to take some of the routine tasks that an academic advisor might have to perform and automate those tasks. So that, sort of, a higher touch could happen because there is more quality time for an academic advisor and a student. Is that the way this was designed?

MIKE: That's very well put, Pat. Because that is exactly what we were attempting to do and that is to sort of strip off the top layers of information-giving and some of the basic information and service that an advisor might provide to a student. I'll give you another example that a number of years ago — this was probably, again, back in the early '80s — Penn State when to a telephone registration system. And prior to that, students had to come in and see an advisor early in the semester, again obtain a signature so they could submit a registration form. And when we heard about telephone registration, the advisors said, “Well, what's going to happen now, the students won't come in to see us because they won't need our signature to register. They'll register on their own, they'll make inappropriate choices, we'll never see them: it'll be a mess.”

And actually, what we found out, and this is true of other institutions as well, is that when we provided this service to students, we still saw the students coming in to talk about other issues, not just schedule planning. And it really took some of the, sort of, the burden of us in dealing with some of the details of advising, and it really allowed us more in the way of mentoring, helping students explore on a much deeper level, helping them analyze and synthesize information that they were gathering and making a variety of decisions. And so actually, what we had happen was we saw more students and we saw them more frequently after the telephone registration went into effect because they did those things on their own, sort of, you know, the mechanics of it, but they still came in to see us to talk about issues, to talk about schedule planning, yes, that was part of it as well, but really they got more into issues than they had in the past when they came in just to quickly grab a signature to register.

MIKE: So eLion does many of those same things as well. It provides a way of getting some information, of processing some decisions, but we still see students for those issues, but we're often dealing with them on a much deeper level.

Slide: Website: http://www.wiche.edu/wcet/

SUE: Excellent. What I would like to do now is to launch another window. It's our wiche.edu/wcet website. People can minimize it or resize or anything that is helpful. If people are unfamiliar with WCET you're welcome to add it to your favorites list or bookmark it. But what I'd like to do is point out information about our webcast series. It's the first column of text, Student Services Webcast Series, and you can see the links there to Mike's online resources, and also there's a link for the archive, for the previous webcasts. And that's how people can access the two main things that we've been talking about today.

PAT: That's great, Sue.

SUE: Okay. I'd also like to let you know that Donna Ford has asked twice about the number of website hits. I think she's interested, Mike, in eLion, but she also asked it earlier regarding I think it was the Excelsior site. Are there are any statistics that you have regarding the number of hits?

MIKE: I don't know what the usage would be on the Excelsior site. I guess you'd have to contact Excelsior College to find out if they know how many students are using those services and what parts they're using mostly. eLion gets hundreds and hundreds of thousands of hits all the time, every year. Not only from students, but from advisors and faculty, as well. Students register on eLion, they drop and add courses on eLion, they file their bill on eLion, they get their grades on eLion. So, for a lot of different reasons, students are using this centralized service to assist them in their educational planning. And we do track the statistics there. I haven't seen any recently, but I do know that it is in the hundreds of thousands of hits. On all the applications that we offer, students are using all of them.

PAT: Mike, we now have another more sort of technical question which is, "Would Penn State be interested in selling this application or code to other institutions who could customize it to their own needs?"

MIKE: We have definitely looked into that possibility, but I think that our system is so specific that the application itself is specific, the code is specific, I don't think it would be of much use to other institutions. I think the best we could probably do is offer consulting to other institutions in the development of a program of a system like this. But, again, because Penn State's student records databases is rather unusual, everything we've built around that is also unusual. And unfortunately, although I'm sure administrators would love to be able to sell this application, I just don't think it would export to other institutions at all very well. Not so much the details of, you know, when your late/drop period is and what the dates are and things like that. It's really the software itself that's behind all of that, I just don't think would work well with other software.

PAT: And while that might not work well with other institution's software, I think what this demonstrates is a great deal of thinking that went on among academic advisors of just about the process. And I would venture to guess that he processes are very similar at other institutions. The dates might be different and some of the details may be different. But to a great extent, I imagine it's a similar process and that kind of thinking could be very helpful to other institutions. I mean, it's a good model I would think, to help other institutions sort of jump start their own process.

MIKE: Right, I think that's the key: it's the thinking that goes on behind the system. I think once you have programmers that can do what you want them to do, anybody could attempt a project like this. But it's really knowing what are the philosophical issues in advising the student, how much do you tell them, how much do you let them do on their own? What are the points that you need to cover? Have you covered everything with the student in a particular advising scenario? We did a similar application with withdrawal. So, actually, students can officially withdraw from the university using an eLion application which with a similar type of scenario, why do students withdraw, what are their reasons they say that they are planning to withdraw? What are the alternatives? What can we offer them in a way of keeping them at the university? If they decide to withdraw, what outcomes can they expect? How will they get back into the university? So yes, it's the process. It's the thinking process behind it, that's really the hard part.

PAT: Another issue that folks are raising that I've heard at other institutions is a concern about job security. Was that a problem at Penn State, when you began to automate this kind of system; were academic advisors that concerned that their positions might be phased out?

MIKE: I think some advisors might have had that concern. I think some administrators might have been hoping that that would be the case, that they could save some money by having an electronic system like this. Those of us who are on the development team never considered that as a possibility. We knew that that was not going to happen. But, as I said before, no matter how much information you provide to a student or how much programming you put behind it, that students are going to want to have an individual contact with an advisor, they're going to want to have the personal contact, the one-on-one or the group situation or whatever it might be. And so we never thought, by any stretch of the imagination, that this was going to replace advisors, no matter how comprehensive it might become.

We've added more applications to the eLion system since we've started, and, again, it hasn't replaced advisors, it hasn't cut down on the contacts. It simply has changed the nature of the contacts that we have with students. In a way, it's made it more difficult for some people because students are asking better educated questions and expecting more in-depth analysis of what they're doing.

PAT: Well, that's interesting. And then you have another question that asks if there are plans to add even more features to eLion.

MIKE: Yes. We're currently working on an application for students that will help them prepare for an advising appointment. And so they'll select from a list of different items, the reasons why they might be planning to see an advisor and then will ask them questions about that. And it will save the student's responses in an e-mail that they can send to the advisor in preparation for the actual interview. And so the student might say, “I'm thinking about dropping a course, so I'm thinking about changing my major.” And so questions will be posed to the student online, they'll type in their responses to those questions, and the advisor will receive those. So it helps the student prepare for the interview, to think about things before they go to the interview, and it also helps the advisor because the advisor will know why the student is coming in and what issues they're thinking about.

The advisor can prepare for that contact as well. We have another application being developed for academic advisors that will allow advisors to review on screen the progress that their students are making in terms of courses that they've taken, the grades that they've earned, and then allow them to evaluate students’ progress and to send a progress report to individual students, recommending, for example, changes in their upcoming semester schedule, perhaps issues having to do with grades, how much time they have to meet the requirements to enter a major. And we've been doing this on paper for about fifteen years or more in our office and we are now making this available on eLion for any advisor who would like to provide progress reports to their advisees.

PAT: That sounds great. Well, it looks like we've answer most of the questions that have been coming in.

MIKE: Okay, great.

PAT: Mike, again, I appreciate so much your willingness to do this today. I know you put the demo together so that we could see what happens behind the scenes and I really appreciate that. And I hope that people copied down your e-mail address so that they can contact you with additional questions.

MIKE: Sure.

PAT: And certainly they can contact the WCET and we will help them or refer them to you as well.

MIKE: Sure, that would be fine. I'd be happy to answer questions from anybody.

PAT: Okay.

MIKE: I thank you again for inviting me to provide this webcast. I think, again, it's a very exciting technology on a lot of different levels and it's been exciting to be a part of it from the start, as they say.

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Updated 12/11/2002

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