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Effectively Linking Macalester (ELM)

 

Community Meeting

Please watch this space for future community events related to Operation ELM.

Operation ELM in action!

Click here to see how the Macalester Business Services/Accounting Department is implementing Operation ELM

Data Standards Manual

MC_MacalesterDataStandards_v1r4

Macalester College
Operation ELM
www.macalester.edu/elm
Lampert Room 317
Chuck Standfuss, Project Manager
651-696-6911
standfuss@macalester.edu

 

Operation ELM: Macalester College's electronic systems transformation intended to enhance the campus experience for all members of the Macalester community.

Project Updates
from Chuck Standfuss, Operation ELM Project Manager

June 4, 2007

With Student Accounts and the TouchNet product going to "live" status as of June 1, Macalester College has implemented all of the primary modules that are the basis of Operation ELM. Macalester College is now a SunGard® Banner institution!!! Congratulations everyone!

There is still much work to be done with project transition and close-out. For further project updates, please monitor the College's web portal, 1600grand, and individual College department webpages, accessible through the online College Directory at 1600grand.

April 13, 2007

CELEBRATION!!!

All students, staff and faculty employees are invited to an Operation ELM celebration to be held Friday, April 20, starting at 3:00 p.m. in the Fourth Floor lounge in Old Main. Everyone is invited to join our employees who have been working on the project to date to mark this date on our project timeline.  Join us for this informal moment to celebrate what we have achieved so far.

April 3, 2007

1600grand Goes Live: Macalester's New Portal

1600grand connects its users to the online resources they use most from one convenient location. All of the main online services you rely on are "under one roof."

In Web-speak, it's called a "portal." You log in, and based on your role at Macalester, you see relevant information and have access to useful tools. Because it's user-driven, each individual in the community is able to customize what is displayed and where it's located. It's a whole new way to get things done and stay in touch.

Here are some examples of how different groups can use it:

Students - Login and view the classes they are taking, the grades they've earned, financial aid information and more.

Faculty - Have convenient access to employment information, the classes they teach, the students they advise, and more.

All Macalester employees - Manage their benefits, enter time sheets, review vacation times and access other employment information.

The whole Macalester Community - Find out about important announcements, news, events and what is happening in our community in one convenient place.

Web Services and ITS are offering drop-in sessions to introduce you to the new portal and to help you configure your portal pages so that they will be most useful to you. Sessions are open to anyone-students, faculty, staff. The next session is scheduled from 11 a.m.-noon, Wednesday, April 4, in Humanities 302. There is no need to pre-register. Additional drop-in sessions will be scheduled if there is enough demand.

Appointments are also available Monday and Wednesday mornings throughout the rest of the semester for faculty and staff who would like personal, one-on-one assistance with portal configuration in their offices. To sign up please contact Sara Suelflow, Director of Web Services, at suelflow@macalester.edu or x6307. Other times and days are available upon request with advance notice, either for an individual session or a group session for your department or office.

Training materials and documentation will also be available within the portal itself and on the ITS Web site, for those that prefer self-training.

March 30, 2007

1600grand Portal Is Coming!

Macalester's new web portal, 1600grand, is coming April 2. The portal will serve as your "front door" to many online resources including functions of our new college administrative system (Banner) such as course registration, advising and grading, viewing pay stubs and benefit information, viewing vacation and medical leave accumulation, and (in the future) accessing purchasing and budgeting data.

Web Services and ITS are offering drop-in sessions to introduce you to the new portal and to help you configure your portal pages so that they will be most useful to you. Sessions are open to anyone-students, faculty, staff-and are scheduled from 11 a.m.-noon, Monday, April 2, in Humanities 302 and from 11 a.m.-noon, Wednesday, April 4, in Humanities 302. There is no need to pre-register for these sessions. Additional drop-in sessions will be scheduled if there is enough demand.

Appointments are also available Monday and Wednesday mornings throughout the rest of the semester for faculty and staff who would like personal, one-on-one assistance with portal configuration in their offices. To sign up please contact Sara Suelflow, Director of Web Services, at suelflow@macalester.edu or x6307. Other times and days are available upon request with advance notice, either for an individual session or a group session for your department or office.

Training materials and documentation will also be available within the portal itself and on the ITS Web site, for those that prefer self-training.

Got Firefox 2?

In order to take advantage of all that our new 1600grand portal has to offer, including integration with our new college administrative system (Banner), you will need to run the latest version (2) of our campus supported web browser, Firefox. To determine what version of Firefox you have loaded on your computer, run Firefox and then from the Firefox menu (Macintosh) or the Help menu (Windows) select About Mozilla Firefox. Look for Firefox/2.0.x at the end of the block of text. If you are not running version 2, you can download it at www.macalester.edu/firefox.

If you have questions about upgrading to Firefox 2, please contact the ITS Help Desk at helpdesk@macalester.edu or x6525.

March 27, 2007

The Faculty Information System is Changing - Learn More Over Lunch

With the change over to Banner, the Faculty Information System will be changing as of the first week of April, so you will need to use the new system to help your students register for classes a in a couple of weeks! To help you prepare, the CST, the Registrar and ITS have scheduled two demonstration / Q&A sessions for March 27 and 29. Come have lunch on us, and learn about how the new system works!

The duplicate sessions (come to one or the other), are 11:50 a.m.-12:50 p.m. Tuesday and Thursday, March 27 and 29, Olin-Rice, room 350. Jayne Niemi and folks from Information Technology Services will be available to show you how the new system works and answer your questions.

March 15, 2007

Fall 2007 Registration Information

All registration-related activities for fall 2007 will happen on a new system!  The unveiling of the new system will coincide with the availability of registration and schedule information for fall 2007. 

The fall class schedule will be available beginning April 2nd. 

Registration for fall 2007 classes will happen on the Banner system from April 16th through April 27th.    This new system will be accessed through the 1600grand portal.

All spring 2007 activity (e.g., grading and graduation) will be maintained on the CARS (FIS, SIS) system, and will be converted to the Banner system over the summer.  We appreciate your flexibility and patience during this transitional semester. 

Use the FIS/SIS for all spring semester 2007 related activity.    Grading and graduation auditing will be done here, and this will be the *only* place to get an academic audit. 

Use 1600grand to access the fall semester 2007 class schedule, starting April 2nd.  Registration for fall will happen here between April 16th and 27th.   

Both systems will have some academic record (transcript) data, but only the FIS/SIS is completely accurate.  Banner is a work in progress in that area, and there is no data in Banner for spring 2007 courses.  That will mean that prerequisite-checking during registration won’t recognize that you’re taking the prerequisite course now.  A quick trip to the Registrar’s Office will take care of that and most of any other registration difficulties you may have.

March 9, 2007

Mock Registration and the Real Thing!

On Tuesday, Feb. 27, a group of students, faculty, and staff gathered in a computer lab for a role-playing game. The purpose of this gathering was to test various scenarios that occur during a real registration period using the Banner system to register. During the course of the afternoon, faculty and staff pretended to be students and registered for scenarios scripted by the Registrar's Office staff. The student participants registered for the courses of their choice. By the end of the day, we had many successful registrations, and others that were unsuccessful. While some the unsuccessful registrations were intended not to succeed, others helped to identify issues of set-up within the registration system. Staff members from the Student Accounts Office were there to make sure that the registrations generated appropriate charges. Volunteers also got the first peek at the 1600grand portal. The new portal will serve as the "front door" to course registration, and also as the entry point for staff and faculty to access other functions of the new Banner administrative system. The 1600grand portal is scheduled to be available on April 2.

Registration for Fall 2007 classes will happen 'for real' on the Banner system from April 16th through April 27th. The fall class schedule will be available beginning April 2nd. All spring 2007 activity (e.g., grading and graduation) will be maintained on the CARS (FIS, SIS) system, and will be converted to the Banner system over the summer. We appreciate your flexibility and patience during this transitional semester.

A heartfelt thank you to the volunteers, and to the hard-working staff who made this event happen!

February 2, 2007

Budget Reports

Have you heard that Budget Reports are up and running in Banner? Did you know that you can run your reports any time you want?

All you need is a Banner login and a little training.

If you need a login and beginner training, contact Tracy Arndt x6567 to schedule a training time. Training can be in groups (your location or IT's training room) or you can schedule individual training in your office.

If you already have a log-in and just need report training, help with something not working, or a Banner refresher contact Mary Lorenz x6571. Or you can schedule her through Corporate Time for an hour at your office.

January 12, 2007

Operation ELM Celebration Today, Jan. 12

All students, staff and faculty employees who may be on campus today are invited to the "Operation ELM Halfway-to-Finish" celebration to be held Friday, Jan. 12, starting at 3 p.m. in the Weyerhaeuser Board Room. Everyone is invited to join our employees who have been working on the project to mark this date on our project timeline. Join us for this informal moment to celebrate what we have achieved so far. Catering by Bon Appetit.

January 8, 2007

The Human Resources/Payroll Module is Live. On time! CELEBRATE!

Four stages to go...

Paycheck and Policy Changes for 2007

As of January 1, 2007 payroll checks will be processed through the Banner system. As a result, the following changes will be in effect:

  • Mailing of Checks to Home Addresses: All paper paychecks will be mailed directly to the home address for faculty and staff no later than the day before payday. Each employee will also be e-mailed a pay stub no later than the day before payday. Direct deposit is encouraged as an alternative to this method.

Direct deposit stubs will be e-mailed to each employee no later then the day before payday. Printed paper deposit stubs will no longer be distributed.

  • Rate Changes for Benefits: 2007 health premium rates for employees will be in effect on the first paycheck of the year.

In addition, some deductions are calculated slightly differently in Banner than in CARS. You may notice changes in your net pay for the following types of deductions:

  • Minnesota State Tax Withholdings: As allowed by current state tax regulations, Banner rounds withholdings to the nearest dollar. CARS rounded to the nearest cent.
  • Medical and Dental Insurance Deduction Timing: Employee premiums for medical and dental insurance will be deducted in the same month the coverage is for. Any premiums deducted on your January 2007 paychecks will pay for your January 2007 coverage. CARS deducted premiums one month in advance.
  • Supplemental Life Insurance Deduction Timing: For employees paid bi-weekly, supplemental life insurance premiums will be deducted on the first paycheck of each month. CARS deducted premiums on the second paycheck of each month.
  • Group Term Life Insurance Taxability/Imputed Income: Employer provided group life coverage generates a taxable benefit to an employee who is covered for more than $50,000 in employer provided group term life insurance.  The cost of the first $50,000 of Group Term Life insurance coverage is tax-free, but the cost of coverage above $50,000 is a taxable benefit subject to federal and state income tax and Social Security and Medicare tax. This taxable benefit will appear on each regular paycheck with the earnings code I50, and have the applicable taxes deducted. CARS added this taxable benefit annually in December.

Further information about these changes will be available via the Human Resources Web Site. Visit http://www.macalester.edu/hr for current up-to-date information.

December 20, 2006

Direct Deposit Forms

Signing up for direct deposit with Payroll also automatically signs you up for direct deposit in Accounts Payable. No need to submit direct deposit forms to both departments. Banner allows us the functionality to enter your banking information for both Payroll and Accounts Payable at the same time.

Please note that anyone who was previously signed up for Payroll direct deposit in CARS will automatically be set up for direct deposit in Accounts Payable for reimbursements in Banner.

Direct Deposit for Reimbursements from Accounts Payable is Not Only Back, It Has New Enhancements Too!

We have successfully brought back direct deposit in the Accounts Payable department for reimbursement payments. If you received a reimbursement this week, a printed direct deposit advice has been sent to you by campus mail. Starting next week we will deliver the direct deposit advice to you via your Macalester email. The body of the e-mail will look like this:

Direct deposit

To view your direct deposit advice, double click on the .pdf attachment icon. 

You can expect to have the payment deposited into your personal bank account on the date stated in the upper right hand corner of the direct deposit advice.

Please note that anyone who is signed up for direct deposit with Payroll will automatically be set up for direct deposit in Accounts Payable for reimbursements.

December 6, 2006

"1600grand"

The online portal for Macalester, set to launch this spring, now has a name thanks to over 90 students, staff and faculty who submitted 160 entries for "Name It and Win," a naming contest held in October.

The portal planning team's expectations were far exceeded by the creativity, variety and quantity of proposed names. Building on the creativity of the names and supporting information submitted by contest participants, the brainstorming team concluded the best name would express both something local and unique about Macalester as well as the college's grander values and aspirations. It also became clear that the Macalester community was interested in a name that was creative, interesting, and linked to our culture. With these things in mind, the group chose the name 1600grand.

Faculty, students and staff can expect to start using 1600grand this coming spring. The portal will connect its users to the online resources they use most from one convenient location.

December 6, 2006

The Student Accounts Office will be closed from noon to 4:30 p.m. Monday, Dec. 11. We will also be closed from noon to 1 p.m. on Tuesday, Dec. 12, Wednesday, Dec. 13, and Thursday, Dec. 14, because of Operation ELM training.

December 1, 2006

The next module scheduled for "go-live" is the Human Resources (HR) module. The go-live date is Monday, January 8, 2007. All four collaboration school HR implementation teams met today at Bethel University to "build a calendar" of critical tasks which will take place before and immediately after that date (or the specific go-live date on each of the four campuses). Please follow this link Macalester College HR Module Go-Live Calendar if you would like to see a summary of those activities.

November 28, 2006

An advisory from the Macalester College Human Resources department:

Please note that paychecks issued during December 2006 will not include the regular medical and dental insurance deductions. Up until this month, health insurance premiums have been deducted one month in advance. For example, the premiums deducted on your November 2006 paychecks paid for your December 2006 coverage.

With the conversion to Banner, insurance premiums will be deducted in the same month as the coverage is provided. Any premiums deducted on your January 2007 paychecks will pay for your January 2007 coverage.

If you were recently hired or made changes to your coverage due to a change in family status, you may still see retroactive or adjustment insurance premiums on your December paychecks.

For those of you affected by this change, enjoy the extra money in December!

October 27, 2006

Internet Explorer 7, Firefox 2, PCards and Banner

If you use Banner or a PCard, DO NOT upgrade to Internet Explorer 7.
If you use Banner or a PCard, DO NOT upgrade to Firefox 2.

Microsoft is releasing the newest version of their Web browser, Internet
Explorer 7. This new version will be distributed as an automatic update
to the Windows operating system - meaning it will come directly from
Microsoft to your PC. (Macintosh users will not be affected.) If you
use Sungard's Banner, or if you have a College-issued Wells Fargo PCard,
you should NOT install Internet Explorer 7. We are told that the software
will give users an "accept/decline" button. DECLINE.

Currently both Sungard and Wells Fargo are still testing IE7. The new
version of the browser is known to have some incompatibilities with
Banner. It may or may not cause problems with PCard accounting. In both
cases the vendors are not giving us clear information about how
Microsoft's new product will work with Sungard's Banner and Wells
Fargo's PCard services. In the absence of such clear information, you
are strongly encouraged to DECLINE the update and continue using
Internet Explorer version 6.

Mozilla is also releasing a new version of the Firefox browser, 2.0.
This will not be pushed, but is available as a Web download. If you
have a PC and you use Sungard's Banner, or if you have a College-issued
Wells Fargo PCard, you should NOT download and install Firefox 2.

We are working to get straight answers from Sungard and Wells Fargo, and
we are told that their technical staffs are working on resolving
problems with IE7. You are encouraged to hold off on upgrading Internet
Explorer and Firefox until we get these answers and pass them along to
you. If you accidentally upgrade to IE7 and wish to backgrade to version
6, please contact the ITS Help Desk at x6525 or via e-mail at
helpdesk@macalester.edu.

October 27, 2006

BANNER SECURITY NOTICE

Security in Banner is being updated. If you have any difficulty accessing your Banner fund or org after the update contact Tracy Arndt x6577.

If you don't have a Banner login yet, you need to attend Banner Foapal training. Call Tracy x6567 to sign up for Foapal training. Currently training is being scheduled on an as-needed basis. We are also offering Open Houses weekly to give you a chance to practice your Banner skills.

October 24, 2006

BANNER OPEN HOUSES THIS WEEK

An opportunity to practice accessing Banner, querying, and running Banner reports with your FOAPAL. Stay as little or as long as you like.

The pre-requisite is having attended Banner FOAPAL training and having your login. Call Tracy Arndt x6567 to sign up for Banner FOAPAL training. We're doing FOAPAL training on an as-needed basis to fit in with your schedules. There will be future Open Houses for those of you who haven't been to FOAPAL training yet.

Both Open Houses will be in 302 Humanities:
9:30-11 a.m., Wednesday, Oct. 25
1:30-3 p.m., Thursday, Oct. 26

Comments/concerns? E-mail or call Mary Lorenz, x6571.

October 17, 2006

BANNER OPEN HOUSES THIS WEEK

An opportunity to practice accessing Banner, querying, and running Banner reports with your FOAPAL. Stay as little or as long as you like.

The pre-requisite is having attended Banner FOAPAL training and having your login. Call Tracy Arndt x6567 to sign up for Banner FOAPAL training. We're doing FOAPAL training on an as-needed basis to fit in with your schedules. There will be future Open Houses for those of you who haven't been to FOAPAL training yet.

Both Open Houses will be in 302 Humanities:
9:30-11 a.m., Wednesday, Oct 18
9:30-11 a.m., Thursday, Oct 19

Comments/concerns? E-mail or call Mary Lorenz, x6571.

October 16, 2006

HUMAN RESOURCES DEPARTMENT AVAILABILITY LIMITED

As Operation ELM moves ahead, Human Resouces department personnel may be pulled away from their normal jobs for extended periods of time for systems implementation activities. Those directly involved in implementing SunGard® Banner ask for everyone’s understanding as brief lapses in service may occur as the implementation work continues. Human Resources may be closed for short periods of time and response times may be temporarily lengthened. The Human Resources department, including Payroll, will be significantly impacted from October 17th to 27th for these activities.

All of us working on Operation ELM appreciate your continued understanding of the time being invested to improve our administrative operations and your campus experience!

October 11, 2006

"Banner Reports" Open House for Department Coordinators and Administrative Assistants

This is an Open House for department coordinators and administrative assistants to practice running Banner reports with their FOAPAL's. Stay as little or as long as you like.

You will need to have attended Banner FOAPAL training and have your log-in prior to attending these practice sessions. If you don't have a log-in, you haven't been to FOAPAL training. Call Tracy Arndt x6567 to sign up for Banner FOAPAL training.

Both times will be in 302 Humanities. Bring any questions you have.
9-10:30 a.m., Wednesday, Oct. 11
1:30-3 p.m., Thursday, Oct. 12

There will be future report training Open Houses for those of you who haven't been to FOAPAL training yet. Comments/concerns? E-mail Mary Lorenz at lorenz@macalester.edu.

October 6, 2006

We're building a new online gateway to your life at Macalester. All of the main online services you've come to rely on will soon be under "one roof." It'll be the new way to access, organize, simplify and connect with your world at Macalester.

Enter the contest and learn more about what we're naming at www.macalester.edu/nameit.

The first group of contest prize winners were drawn randomly from the over 50 people who submitted names for the portal during the first four days of the contest. Six students, three staff members and one professor won $15 dollar gift certificates to area businesses.

$15 Highlander gift certificate
Rebekah Holmes '10
Hannah Emple '10
Holly Munoz, Annual Fund
Nick Malecek '07
Cheryl Browne, Institutional Research

$15 Best Buy gift certificate
Seth McIntire '10
Curt Stainbrook, Facilities Management
Paula Leonhart, College Relations

$15 Best Buy gift certificate
Mike Obsatz, Sociology
Elyse Begay '10

Whoever submits a name for the new portal will be entered in more drawings for gift certificates! If the name you suggest is selected, you can win the grand prize valued at up to $150. Be sure to submit your best idea today - this contest ends Sunday, Oct 15.

October 3, 2006

Banner Open House gives you some time to practice Banner navigation with your FOAPAL, practice accessing FGIBDST, and practice using your login and password.

Stay as little or as long as you like. We'll help with your login's and querying. There will be no structure-it's just a time to practice Banner and ask questions. We'll have two sessions this week with more to come in the following weeks.

Both times this week will be in 302 Humanities. Bring any questions you have.
Wednesday, 9:30-11 a.m.
Thursday, 2-3:30 p.m.

You will need to have your Banner log-in prior to attending this practice session. If you don't have a login yet, you haven't been to FOAPAL training. Call Tracy Arndt x6567 to sign up for Banner FOAPAL training.

Comments/concerns? E-mail Mary Lorenz at lorenz@macalester.edu.

September 30, 2006

WEB PORTAL NAMING CONTEST!!!!! NAME It!!!!

We’re building a new online gateway to your life at Macalester. All of the main online services you’ve come to rely on will soon be under one roof. It’ll be the new way to access, organize, simplify and connect with your world at Macalester.

Whoever submits a name for the new portal during the contest will be entered in a weekly drawing for gift certificates to area businesses. If the name you suggest is selected, you can win the grand prize.

Starting Monday, Oct. 2, naming contest entries can be submitted at www.macalester.edu/nameit.

September 19, 2006

For the past several months as part of Operation ELM, the Admissions Office has been implementing new student software. Recruitment PLUS, owned by the College Board, enables enrollment offices to easily track and use data on prospective students, as well as other people connected to the admissions process. Many institutions similar to Macalester, including Carleton, Beloit, the University of Chicago and Colorado College, also use R+.

Recruitment PLUS has many exciting features. Within R+ we can plan and implement travel-related events, create complicated reports, and schedule correspondence. Additionally we've gained the ability to import more data directly into the system, from online web inquiry forms to complete applications. Eventually, in one place, we'll house data on college counselors, alum volunteers, agencies, and parents.

Currently we are only a few months into our implementation, so many tasks remain to be completed! But when our implementation completes its first full year, all this added functionality will improve our ability to perform our primary function - to recruit the next, best class to Macalester.

September 13, 2006

Text of Registrar Jayne Niemi's remarks to the faculty at today's monthly faculty meeting:

"During the course of the last year, the College embarked on an effort to replace an aging administrative computer system.  You may know that the new system is called Banner, and it will be used by most departments of the College – the notable exceptions are College Advancement and Admissions.  Advancement continues with their Advance system, and this summer the Admissions office moved to using a system called Recruitment Plus. The efforts to implement and integrate all of these systems at Mac are spearheaded by a group that has dubbed itself “Operation ELM:  Effectively Linking Macalester”.  Our fearless leader is Chuck Standfuss and we are over a dozen folks representing administrative functions across the College.  By the way, the Banner portion of Operation ELM is a cooperative project among four Twin City colleges (College of Saint Catherine, Bethel University and Northwestern College are the other three) with whom we are sharing implementation and training costs.  It’s also true that we have committed to a “vanilla” implementation – no special modifications to accommodate how we do things.

"This is a phased project that is projected to last 30 months and we are smack-dab in the middle of the timeline.  This means you may have seen some changes already, and you will see many in the future.  On June 1st, the Business Services area went live with the Finance module of Banner – this means that if you buy things or get reimbursed for something, you know that you need a FOAPAL, which is Banner language for an account number.  Next player in the line-up is the Financial Aid office (awarding aid to students entering in Fall 2007 using Banner, this November),  HR/Payroll (producing our paychecks and hiring new people using Banner starting January 1st), and then the Registrar’s Office.  We’ll go live April Fool’s weekend.  Your first “event” in Banner will be course registration for Fall 2007.  For a time, you may be using both the Faculty Information System that we have now, and the new Banner system.  Once fall semester begins, we hope and expect that we will only be using Banner.

"This is a heads up that there are changes afoot.  Stay tuned, remember that we are learning and building this system at the same time (which might explain some glazed eyes and fried brains), and do call on me or Chuck if you have questions!  Thanks for your time!"

August 31, 2006

As a student, faculty member or staff employee at Macalester College returning for Fall 2006, you are already being served by the first successful stages of Operation ELM, Macalester College’s electronic systems transformation.

Operation ELM began at Macalester College in July 2005 and will be completed in late 2007.  The goal of “ELM” is to integrate campus systems so that they are easier for you to use. The staged implementation will improve processes such as how you get paid, how you order and pay for things to do your job, how you post grades, how you view grades, and other college functions.  These changes are intended to enhance the campus experience for all members of the Macalester community.

Watch for campus meetings, including training events, which will be held throughout the course of the coming year to inform the community of the opportunities provided by our new system tools.  The College’s goal is a seamless, effectively connected network for learning and achievement.  Be informed!  Engage change!  Watch ELM grow!

August 2, 2006

A key support strategy utilized by our implementation partner, SunGard® Higher Education, is the Customer Support Center. As Macalester personnel continue to work with the SunGard® Banner product, they are encouraged to report any product issue to SunGard® Higher Education through the Customer Support Center. Instructions on gaining access to the Customer Support Center are posted:

Getting a Customer Support Center Account

July 27, 2006

Operation ELM and the Unified Digital Campus

The three principal technological components of Operation ELM that must be aligned with Macalester College's mission are Recruitment Plus® (Admissions), SunGard® Banner (all non-Admissions and non-Advancement functionalities), and SunGard® BSR Advance (Advancement). Our vendor-partner for Operation ELM, SunGard Higher Education, has developed specific strategies to assist the TCC Collaboration institutions and Macalester College, specifically, to deliver a Unified Digital Campus, the key outcome of Operation ELM. The strategy statement of SunGard Higher Education lays the foundation for Operation ELM:

"As higher education evolves, the challenges it faces evolve as well. While colleges and universities grapple with growing budgetary issues and constituent demands, they also face a mounting regulatory burden and increasing competition from both traditional and non-traditional institutions. Equipping colleges and universities to overcome these challenges is a matter of delivering solutions that best meet their needs: offering better access to services for all constituents, aligning technology resources with the institutional mission, maximizing the value of institutional data and keeping it secure, extending the
value of their investments, and ensuring that they maintain a keen competitive edge.

"At SunGard Higher Education, institutions and higher education professionals have always played a critical role in shaping our solutions, which are guided by feedback collected through client forums, research, and industry dialogue. We monitor institutional needs and then work consultatively with our customers to develop solutions for the issues that concern them most. Through this unique commitment to higher education, we have developed our singular vision to unify people, process, and technology in an environment that truly addresses the needs of higher education institutions and the people they serve. We call
this vision the Unified Digital Campus.

"Because every institution is unique, so are the specific components of the Unified Digital Campus—varying according to each institution’s own vision, mission, and objectives. And that is why we work to define and achieve the Unified Digital Campus that supports each institution’s goals and priorities. The result is a digital campus that brings together people, process, and technologies of choice into a harmonious whole.

"THE UNIFIED DIGITAL CAMPUS:
An environment that unifies people, process, and technology to enhance performance, accountability, competitiveness, and the quality of educational experiences delivered to every constituent."

July 24, 2006

The Twin Cities Collaboration (TCC), of which Macalester College is one of four member institutions, has adopted a "report writer" for use with the SunGard® Banner modules and other software applications which are part of Operation ELM. The report writer is a proprietary product from the EVisions company called ARGOS. ARGOS is the acronym for " Ad Hoc Report Generation and Output Solution" which is EVision’s third party software able to create user reports from relational databases. The philosophy adopted by the TCC related to the use of data from the new integrated datbase is to "empower to report," that is, to place in the hands of system users the reporting tools they will need to effectively utilize the management information housed in the enterprise database. ARGOS is the tool that will allow users to develop their own reports without assistance, to a greater degree than before, from programming staff in the Information Technology Services group. This will free up the programming staff to focus on institution-wide programming needs, although they will remain available to assist users with particularly difficult reporting needs. Day-to-day reporting will be placed in the hands of functional users to the greatest extent possible.

The TCC Report Writing Team (also known as "The Argonauts"), the only cross-collaboration team that has been tasked to deliver project outcomes across the four member institutions, has been rolling out ARGOS training this month for members of the Finance and Admissions module teams. This training will also be delivered to the other module teams in the upcoming months.

For background information on ARGOS and the reporting philosophy of the TCC, please refer to the following documents:

ARGOS Training Invitation for July 2006

TCC Report Writing Strategy

How To Access EVisions Training for ARGOS

ARGOS Training Glossary of Helpful Terms

ARGOS Frequently Asked Questions

Macalester College's ARGOS Administrator

July 20, 2006

SunGard® Banner & FGIBDST

With the new SunGard® Banner software system now would be a good time to review your expenses & revenues in FGIBDST. You can access FGIBDST in SunGard® Banner at any time.

Don't know what FGIBDST is? Don't know how to access SunGard® Banner? You haven't been to SunGard® Banner Training! Call Tracy x6567 to get signed up for training.

If you've been to SunGard® Banner training but need a refresher, please see our Web site www.macalester.edu/accounting/OperationELM.html. Or call Tracy x6567 to sign up for a refresher class. If you just have a question or two or need log-in help, call Mary x6571 or Brian x6562.

June 15, 2006

Input from staff members is needed to help guide the development of Macalester's new web portal. The portal project is a key aspect of the Operation ELM administrative system migration. A staff focus group session will be held at 10:15 a.m. Wednesday, June 21, in Room 215 of the Campus Center. The session will include a brief demonstration of portal technology and an opportunity for you to share your ideas on what you'd like to see included. The portal will be the launching point for many online services and information sources, including administrative forms and processes, news and event information, and much more. Space is limited for the focus group. Please contact Sara Suelflow, director of web services, at x6307 if you'd like to attend. No technical experience is required! Refreshments will be provided.

June 1, 2006

The Finance Module is Live. On time! CELEBRATE!

Seven stages to go...

May 30, 2006

As of June 1 CARS account codes will no longer be valid for any activity but Payroll and 0506 activity. 

If you code invoices, purchase/check requisitions, or do PCard reconciliations, journal vouchers & purchases from Corporate Express this change will significantly affect you.  It will also affect you if you use any services such as Doc Services, Mailing Services, Media Services, or College Relations, Motor Pool, etc.  In order to process transaction you will need to use your new FOAPAL (account code) for all fiscal year 0607 transactions.  

What's a FOAPAL?  What's your FOAPAL?  Sign up for Chart of Accounts Training and find out.  Training sessions will be offered next week, throughout the summer, and again in the fall.  Call Business Services, Tracy Arndt x6567, to get signed up.

The new account structure (FOAPAL) is being distributed at the training sessions.  We hope that by attending these short training sessions you will be able to make a smoother transition to Banner.

For further information please see the most recent Bulletin http://www.macalester.edu/bulletin/ or Business Service’s web site (under Operation Elm) http://www.macalester.edu/accounting/ for further information.

Get your Chart of Accounts training before you need to use your new FOAPAL!!!!    Call Tracy today at x6567.

May 26, 2006

Begin Using FOAPAL June 1

This is a reminder to begin using your department's FOAPAL on any requisitions, invoices, check requisitions and journal entries beginning June 1, 2006, for the 2006-2007 fiscal year. What is a FOAPAL, you ask? (Fund Organization Account Program Activity Location) A FOAPAL is the new Banner account code/budget number to use starting with the 2006-2007 fiscal year.

To register for FOAPAL/Chart of Accounts training, or if you need assistance, please contact Accounting at x6567.

Banner Implementation for Purchasing & Accounts Payable

Banner Finance implementation go-live is June 1, 2006. Not only will Banner Finance look much different from CARS, there will also be some process changes too. One of the functions that Banner will not perform is the capability to submit online requests for checks (RK). Please begin using the check request form starting Tuesday, May 16, 2006. The form is located on the Business Services web page. We will also have hard copies in the 3rd floor hallway of 77 Mac.

Another process change that will temporarily not be up and running June 1 is the online purchase requisition capability (RP). Please use the purchase requisition form that is also located on the Business Services web page. Using paper requisitions temporarily will allow us to develop training materials and set up approvals in Banner over the summer. Online purchase requisitioning will be up and running sometime later in 2006. Watch for a schedule of training sessions to be announced after everyone has returned for the 2006-2007 school year.

We appreciate your help and input as we move forward in getting Banner up and running as smoothly and flawlessly as possible. We appreciate even more your patience as we make this transition.

Please direct any questions or comments to Kathy Johnson at x6551 or e-mail at johnsonkl@macalester.edu.

May 26, 2006

Training classes are being conducted on the Finance module. It is very important for staff, faculty and students to attend scheduled training for all modules, or to work with the system team leads to reschedule missed training. If our people do not take advantage of system training opportunities, the College will not achieve the improvements in the campus experience which the new system(s) offer. In addition, you may not be able to perform critical functions of your job without training. The module teams are prepared to give you this information. You need to prepare yourself to receive it.

As each module rolls-out, if you have any questions about training or other system issues, please do not hesitate to contact the relevant Steering Team member listed under the "Project Steering Team" tab, above, or this writer, Operation ELM Project Manager.

May 24, 2006

Significant activity is under way on the SunGard® Banner modules related to Admissions, Registrar, Financial Aid and Human Resources, but the most focus in this final week of May 2006 is on the Finance module. The "go-live" date for Finance is June 1. Yesterday, the Finance implementation teams from all four collaboration colleges met to discuss the hour-to-hour schedules of what needs to happen between now and Thursday, June 1, to accomplish the goal. Several Macalester Finance and Technical personnel will be working a major portion of the upcoming holiday weekend in order to prepare for the cut over of most Finance systems for the start of the new fiscal year. Although Banner Finance and CARS (the old system) will run partially in parallel as the transition occurs, eventually, CARS usage will end, and all Finance activity will be completed through Banner.

May 1, 2006

With about 30 days to go before the Finance module "go-live," there is a lot of activity on the project. This week, the first software and process testing will begin for the Finance module. Testing will allow the Finance project team to identify areas in which the software may not be functioning correctly in order to support the College's processes. If problems are identified, the Finance team will have sufficient time to work with the software vendor (SunGard®) to correct the problems before the product is put "into production."

All of our project teams are also planning the content of training that will be provided to all future Macalester users of the system. One of our ACTC institutions, the University of St. Thomas (UST), has been using an earlier version of the SunGard® Banner product for some time. Personnel from Macalester and the other collaboration colleges will be meeting this month with UST personnel to review how on-site training was conducted at UST. This will help our teams in the development of training for Macalester College users. Macalester employees and students who will not be around this summer will return in the fall to experience a robust training schedule that will get everyone up to speed in the use of those aspects of the new system that will be available later this year. Some training will be conducted over the summer for year-round administrative staff who will need to begin using the system as of June 1st.

April 10, 2006

DATA STANDARDS MANUAL ISSUED

The College has adopted Data Standards for Operation ELM.

MC_MacalesterDataStandards_v1r4

These data standards will control data entry for the current software implementation (SunGard® Banner) . The standards are instructive, however, for anyone on campus who is maintaining an active database. If you are maintaining data that may eventually become part of the College's integrated database, you will need to follow these standards.

The data standards are subject to periodic revision. We will post the most recent revision at this site.

April 2 through 5, 2006

Ten of Macalester's team leads or team members were able to attend the SunGard® Higher Education Summit at Disney World this week. The conference was attended by over 7,400 SunGard® Higher Education users. Operation ELM team members had their choice of over 800 sessions to attend to gain more in-depth knowledge of the product. Our four-school collaboration was well represented at the event. All teams will be comparing notes in the coming weeks so that we take best advantage of what we learned at Summit.

March 1, 2006

As Operation ELM moves ahead, administrative personnel may be pulled away from their normal jobs for extended periods of time for systems training.  Those directly involved in implementing SunGard® Banner ask for everyone’s understanding as brief lapses in service may occur as the implementation work continues.  Offices may be closed for short periods of time, response times may be temporarily lengthened, and there may be short term computer interruptions.  The following administrative offices will be impacted during the coming weeks for these training activities:

Business Services  March 7th to 9th (Banner Financial Interfaces training)

Information Technology Services  March 7th to 9th (Technical training - Student module)

Business Services  March 21st to 23rd (Endowment training)

Financial Aid  March 21st to 23rd (Training for Record Creation, Dataload and Tracking)

Human Resources/Payroll  March 21st to 23rd (Training for Earnings, Leave Accruals, Benefits Administration and Tax Setup)

Business Services  March 28th to 30th (Non-student Accounts Receivable training)

These classes generally are held off-site, so some offices will have limited hours or be closed during these dates.  All of those working on Operation ELM appreciate your continued understanding of the time being invested to improve our administrative operations and your campus experience!

February 8, 2006

On Tuesday, February 7, the Chief Financial Officers and Chief Information Officers of the four-school collaboration presented an update report to the Presidents of the four institutions. This update presentation included up-to-the-minute information on the progress of the implementation projects at the four institutions. You are invited to review the presentation for current information on the status of Operation ELM and the Banner implementations at each collaboration institution campus.
View Presidents' Review presentation of February 7, 2006 (PowerPoint version).

View Presidents' Review presentation of February 7, 2006 (Adobe PDF version).

January 24, 2006

Operation ELM now has three modules in implementation phase simultaneously.

The Financial Aid module has now entered the implementation phase and will "go live" in two stages: November 6, 2006, and January 22, 2007. The Human Resources-Payroll module implementation continues with the "go live" date scheduled for January 1, 2007. The Finance module implementation continues with the "go live" date scheduled for June 1, 2006.

January 9, 2006

The Finance module implementation continues with the "go live" date scheduled for June 1, 2006. The Human Resources-Payroll module has now entered the implementation phase and will "go live" on January 1, 2007.

The four school collaboration effort continues to move forward. This collaboration requires substantial coordination between the four institutions. In order to manage, or govern, the collaboration, various agreements between the institutions, and the software vendor, are necessary to make certain that all parties understand their obligations to the project. These "project governance documents" demonstrate the intricacy and institutional commitment of this effort.

December 22, 2005

Finance module implementation continues at full speed, with implementation of the Financial Aid and Human Resources/Payroll modules to ramp up in January.

Yesterday, Wednesday, December 21, an important meeting of the four school collaboration took place at Macalester. The Chief Financial Officers, Chief Information Officers and Project Managers met to finalize many of the project governance documents that control the relationships between the four participating institutions and the project schedule. As final editing is completed on these documents, we will post them on this site for review by the Macalester community. The overall project time line has been updated and is now posted. View the ultimate project timeline.

Merry Christmas and Happy New Year! Please return to this site in January 2006 for continuing updates.

November 28, 2005

Operation ELM, the replacement of the CARS administrative software system with the SunGard Banner administrative software system, has been underway since mid-summer 2005 and will continue through late 2007, a 30-month project timeline. The following modules are being implemented in-full on a staged schedule: Finance, Financial Aid, Human Resources/Payroll, Registrar and Student Accounts. The Finance module implementation has been on-going since September 1, and will continue through its launch date of June 1, 2006 (although some Finance implementation activities will continue beyond that date). Other modules will begin staged implementation in the coming months. This site will keep you posted of those activities as they occur.

Admissions and Advancement modules will be implemented during the course of the project to the extent necessary to coordinate other systems used in those departments with the SunGard software.

November 21, 2005

Welcome to the new Operation ELM web site! Today is a watershed day for our project as we now have the ability to keep the Macalester Community informed about the day-to-day developments on the project. Early in the implementation of the SunGard Banner product on the Macalester College campus, these updates may be infrequent; however, as the project moves forward, we expect that important information will be conveyed often. You are invited to return to this web site as often as you like to keep yourself informed about Operation ELM developments.

November 2, 2005

Members of the Macalester community gathered today at noon in the John B. Davis Lecture Hall to hear an introduction to Operation ELM, Macalester's administrative systems project.
View the introductory presentation (PowerPoint version).
View the introductory presentation (Adobe PDF version).

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