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Different schools may have their course/transcript data organized differently.  This means they may want different criteria to drive the matching logic between plan and transcript.  We will assume that three criteria are non-negotiable and static; term_code and  formatted_course.  In addition to the static matching criteria, implementors have the option to add additional criteria. COURSE_TITLE will match PLAN_COURSE.COURSE_TITLE to EXTERNAL_STUDENT_TRANSCRIPT_COURSE.TITLE and CREDIT_HOURS will match PLAN_COURSE.CREDIT_HOURS with EXTERNAL_STUDENT_TRANSCRIPT_COURSE.CREDIT_EARNED.  

In addition for phase to, course code is being added to external_student_transcript_course so COURSE_CODE will be added as an additional criteria.  Which will match EXTERNAL_STUDENT_TRANSCRIPT_COURSE.COURSE_CODE with PLAN_COURSE.COURSE_CODE.

Implementation Concerns

  • System load and memory footprint will be big concerns for the calculation process.  We don't want to load all active plans into memory at once.  Implementors may not want to have cron job run during business hours as it could put load on the web server and database.
  • Configuration map_plan_status_cutoff_term_code is a maintenance concern.  Will most likely have to be updated every term.  This must be clear to implementors.
  • map_plan_status_passing_grades may not be very flexible enough for a lot of schools.  We may want to explore a hierarchical configuration approach.

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