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Table of Contents

Overview

"Phase" might be Previous versions of this doc called its top-level organizational categories "Phases". That was a bad name , esp outside of the "Phase 1". "Phase 1" really is a software delivery interval, I think, with all hands on deck to try to get "core planning" functionality completed. After that the "phases" morph more into functional groupings that don't necessarily need to proceed in sequence nor constitute the same amount of work. But the ordering does reflect my general sense of how features need to be prioritized.

Phase 1 - Core Planning

Phase 1 External Data Model

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Core Planning" category, b/c while that matched up with the first software delivery interval, everything else was more of an abstract set of feature groupings that happened to be listed in perceived priority order, but could technically be reordered with minimal design impact. So I've switched out "Phase" for "Feature Set".

Feature Set 1 - Core Planning

Feature Set 1 External Data Model

Feature Set 1 External Data Model Schema

Gliffy
namessp-map-2-x-ext-model-phase-1

 

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Feature Set 1 External Data Model Dictionary

More details to be provided in the usual integration spec

external_course - A course "definition" as distinct from any one or more term-specific offerings of that course. If an institution "redefines" a course such that "ACCT101" has new sematics, that's a new row where formatted_course remains "ACCT101", but course_code is a new value. Integrators are well-advised to put and keep all course definitions in this table which might or have already been added to student plans.

ColumnTypeNotes
course_codevarchar

Table-unique course identifier. E.g. might be duplicates of formatted_course but never this field. Application does not attempt to interpret this field. Treated as a PK. Must be stable b/c it will be referred to from the MAP operational model. E.g. if external_course is truncated and rebuilt, course_code values must remain the same

formatted_coursevarchar

Same as elsewhere in the external schema. E.g. "MAT101", "ENG101"

subject_abbreviationvarcharTypically the alpha prefix on formatted_course. App should never attempt to parse formatted_course
numbervarcharTypically the numeric portion of formatted_course. Varchar b/c might be padded or non-numeric. App should never attempt to parse formatted_course
titlevarcharSelf-explanatory
descriptionvarcharSelf-explanatory
max_credit_hoursint

Upper bound for hours associated with this course when added to a plan. DM: not 100% sure on this. Advisors can override?

min_credit_hoursintLower bound for hours associated with this course when added to a plan. DM: not 100% sure on this. Advisors can override?
is_devcharFlags course as "developmental." Common enough at community colleges to model as a first-class attribute rather than as metadata. Also, the app applies special handling to this when displaying plan hour totals. So our appoach to handling metadata, which is completely agnostic to any semantics on any metadata tag/s, wouldn't work anyway. It's a char b/c we've historically represented booleans in external data as 'Y'/'N'.

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ColumnTypeNotes
course_codevarcharPointer to external_course.course_code
term_codevarcharPointer to external_term.code

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Feature Set 1 External Data Model Notes

Support for core functional requirements:

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Course bindings to Department, Division, Program, Requisites, and Attributes all specifically excluded from this phasefeature set.

Integrators will be responsible for ensuring that external_course_term is populated far enough into the future to support the application's planning scope. There is no means by which the application will automatically "extend" existing course-term bindings nor override those bindings. Any number of options exist for handling such features in future phasesfeature sets.

Traditionally, external data model schema implementations have not included formal foreign keys. Physical tables should be indexed by logical foreign keys and any other commonly queried fields:

  1. external_course.course_code
  2. external_course.title
  3. external_course.formatted_course
  4. external_course_term.course_code + external_course_term.term_code

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Feature Set 1 Operational Data Model

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Feature Set 1 Operational Data Model Schema

Gliffy
namessp-map-2-x-op-model-phase-1

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Feature Set 1 Operational Data Model Dictionary

map_plan - Plays master to map_plan_course's detail. 

ColumnTypeNotes
iduuid

Self-explanatory 

person_iduuid

Pointer to the person to whom the plan applies (as opposed to the author). Formal FK to person.id

nameowner_idvarcharUser-supplied moniker for the plan. Except for the "Is Active" checkbox, everything else spec'd in the /wiki/spaces/SSP/pages/103986449 is deferred.object_statusinta person_id can only have one map_plan where object_status == 1. Maps to "Is Active" checkbox uuidPointer to the person who is ultimately responsible for all edits to this plan. Formal FK to person.id. Immutable. A change in ownership should result in a copy of the plan, i.e. the equivalent of a "Save As..." operation. We are avoiding use of the audit fields for tracking this for at least two reasons... we want to refactor that implementation at the Java level (SSP-479) and API usage by automated systems potentially muddies the semantics of audit fields.
namevarcharUser-supplied moniker for the plan. Except for the "Is Active" checkbox, everything else spec'd in the /wiki/spaces/SSP/pages/103986449.{ is deferred.
object_statusint

a person_id can only have one map_plan where object_status == 1. Maps to "Is Active" checkbox in the /wiki/spaces/SSP/pages/103986449.

{audit-fields}--Standard SSP edit audit fields. created_by must equal modified_by. I.e. if a plan is edited by a non-originating user, that is a "Save As..." action.Do not use these for business rules related to ownership/authorship changes.

map_plan_course - Plays detail to map_plan_course's detail.

ColumnTypeNotes
iduuidSelf-explanatory
plan_iduuidPointer to the plan which owns this course-term binding. Formal FK to map_plan.id
person_iduuidPointer to the person to whom the plan applies (as opposed to the author). Formal FK to person.id. Must always match map_plan.person_id for a given plan_id. This is a denormalization for performance.
term_codevarcharPointer to the term in which the course is planned. Informal FK to external_term.code. Integrators are strongly encouraged to use term_codes with business meaning, e.g. FA12 not 1234. This seems common enough that taking a copy of the term name/title is not necessary.
course_codevarcharPointer to the course being planned. Informal FK to external_course.course_code. Recall that this is a potentially opaque value, not something like "MAT101".
formatted_coursevarcharCopy of external_course.formatted_course. Should be something like "MAT101". Needed to produce a useful plan export should external data go missing.
course_titlevarcharCopy of external_course.title. Needed to produce a useful plan export should external data go missing.
course_descriptionvarcharCopy of external_course.description. Needed to produce a useful plan export should external data go missing.
credit_hoursvarcharCopy of external_course.min_credit_hours (per email from Jason).
is_devboolCopy of external_course.is_dev. Needed to produce useful plan export should external data go missing.
order_in_termintOrdinal representing desired on-screen position relative to other map_plan_course records in the same plan and term. Ascending order.
{audit-fields}--Standard stuff

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Feature Set 1 Operational Data Model Notes

No roll-up hours total on map_plan b/c that's presumably an optimization we don't know that we need. But we will support output of totals on-screen, in APIs, and in reports. Just not going to require the persistent sum until we know we need it.

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  • map_plan.person_id
  • map_plan_course.plan_id

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Feature Set 2 - Plan Annotations

Add operational data to plans. Notes, elective type, etc.

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Feature Set 2 External Data Model

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Feature Set 2 External Data Model Schema

No Changes.

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Feature Set 2 External Data Model Dictionary

No Changes.

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Feature Set 2 External Data Model Notes

No Changes.

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Feature Set 2 Operational Data Model

 

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Feature Set 2 Operational Data Model Schema

Gliffy
namessp-map-2-x-op-model-phase-2

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Feature Set 2 Operational Data Model Dictionary

map_plan - New columns.

ColumnTypeNotes
contact_*varcharCollected via text fields in the /wiki/spaces/SSP/pages/103986449 dialog. Note that contact_notes are supposed to be hidden except to privileged roles.
student_notesvarcharCollected via text field in the /wiki/spaces/SSP/pages/103986449 dialog.
is_financial_aidboolCollected via checkbox in the /wiki/spaces/SSP/pages/103986449 dialog.
is_importantboolCollected via checkbox in the /wiki/spaces/SSP/pages/103986449 dialog.
is_f1_visaboolCollected via checkbox in the /wiki/spaces/SSP/pages/103986449 dialog.
academic_goalsvarcharCollected via text field in the /wiki/spaces/SSP/pages/103986449 dialog.
career_linkvarcharCollected via text field in the /wiki/spaces/SSP/pages/103986449 dialog.
academic_linkvarcharCollected via text field in the /wiki/spaces/SSP/pages/103986449 dialog.

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ColumnTypeNotes
student_notesvarcharCollected via UI text field. See /wiki/spaces/SSP/pages/103987058
contact_notesvarcharCollected via UI text field. See /wiki/spaces/SSP/pages/103987058. Note that value is supposed to be hidden except to privileged roles.
is_importantbooleanCollected via UI checkbox. See /wiki/spaces/SSP/pages/103987058is_transcriptbooleanCalculated at record creation
elective_iduuidPointer to elective.id. Optional. Formal FK. If set, marks the planned course as an elective of a particular flavor, where those flavors are configured as operational reference data.

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ColumnTypeNotes
iduuidStandard
namevarcharStandard
codevarcharSee elective
descriptionvarcharStandard
object_statusintStandard
hex_codevarcharHex color code suitable for injection into CSS via Javascript
{audit-fields}--Standard

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Feature Set 2 Operational Data Model Notes

UI is expected to pre-populate contact_* form fields with the currently authenticated user's attributes. We intentionally take copies of those values into map_plan at Russ's direction. Advisors are sometimes reluctant to expose certain attributes to students. We choose to accept the potential for out of sync attributes as a result.

Uncertain how frequently Prior to May 16, 2013, this design included a map_plan_course.is_transcript should be recalculated. Since this needs to be stored on the plan as data that will survive external data loss, we will assume it is handled just like all other such fields and is only calculated/copied at map_plan_course record creation time. If you want it recalculated, you need to remove/readd the course. Expect this behavior to change since transcription state should be expected to change over time. DM: Or might just not persist this at all. Awaiting word from Russ.

object_status intentionally left off of map_term_note. No soft-delete requirements there.

Restricted access to the various contact_notes fields must be handled server-side. I.e. the  field. Persisting that value no longer makes sense given the priorities outlined below in Feature Set 7. It will now be a calculated value from the application's perspective. The issue was discussed on the ssp-dev list.

object_status intentionally left off of map_term_note. No soft-delete requirements there.

Restricted access to the various contact_notes fields must be handled server-side. I.e. the API can't just always return contact_notes whenever looking up a plan and hope the UI enforces permissions correctly. Same for writes, but in the other direction.

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Feature Set 3 - Enhanced Search

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Feature Set 3 External Data Model

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Feature Set 3 External Data Model Schema

Gliffy
namessp-map-2-x-ext-model-phase-3

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Feature Set 3 External Data Model Dictionary

TBD

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Feature Set 3 External Data Model Notes

We don't need a list of programs without courses to support search features, but we require external_program anyway b/c we know we need that feature for plan templates (Phase 4Feature Set 4). The denormalization of program names into external_course_program is an optimization to help search, though, which really only does need the list of programs having at least one required course. This lets that lookup avoid one join. And denormalization in external data is OK as a general rule.

More TBD

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Feature Set 3 Operational Data Model

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Feature Set 3 Operational Data Model Schema

Gliffy
namessp-map-2-x-op-model-phase-3

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Feature Set 3 Operational Data Model Dictionary

TBD

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Feature Set 3 Operational Data Model Notes

TBD

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Feature Set 4 - Templates

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Feature Set 4 External Data Model

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Feature Set 4 External Data Model Schema

Gliffy
namessp-map-2-x-ext-model-phase-4

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Feature Set 4 External Data Model Dictionary

TBD

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Feature Set 4 External Data Model Notes

TBD

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Feature Set 4 Operational Data Model

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Feature Set 4 Operational Data Model Schema

Gliffy
namessp-map-2-x-op-model-phase-4

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Feature Set 4 Operational Data Model Dictionary

TBD

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Feature Set 4 Operational Data Model Notes

TBD

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Feature Set 5 - Course Details

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Feature Set 5 External Data Model

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Feature Set 5 External Data Model Schema

Gliffy
namessp-map-2-x-ext-model-phase-5

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Feature Set 5 External Data Model Dictionary

TBD

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Feature Set 5 External Data Model Notes

TBD

Phase 5 Operational Data Model

Phase 5 Operational Data Model Schema

No changes.

Phase 5 Operational Data Model Dictionary

No changes.

Phase 5 Operational Data Model Notes

We do not copy any of the new external_course fields onto the map_plan_course operational model, so no changes.

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Values for requisite_code were discussed on the dev list.

 

CodeDefinition
PRErequiring_course_code requires that required_course_code be taken in a previous term
PRE_COrequiring_course_code requires that required_course_code be taken in a previous term or concurrently
COrequiring_course_code requires that required_course_code be taken in concurrently

Trying to use only two requisite_code values to model a bi-directional "Co" restriction will not work. E.g. BIO+BIO_LAB must be taken as a pair. If you model BIO->BIO_LAB (Pre-Co) and BIO_LAB->BIO (Pre-Co), then you'll catch cases where they're taken independently and *only* independently. But if you have a plan where they're taken as a pair in one term, but then BIO is added again in a later term, the mistake won't be caught.

Feature Set 5 Operational Data Model

Feature Set 5 Operational Data Model Schema

No changes.

Feature Set 5 Operational Data Model Dictionary

No changes.

Feature Set 5 Operational Data Model Notes

We do not copy any of the new external_course fields onto the map_plan_course operational model, so no changes.

Feature Set 6 - On/Off Plan

Feature Set 6 External Data Model

Feature Set 6 External Data Model Schema

Gliffy
namessp-map-2-x-ext-model-phase-6

Feature Set 6 External Data Model Dictionary

TBD

Feature Set 6 External Data Model Notes

TBD

Feature Set 6 Operational Data Model

Feature Set 6 Operational Data Model Schema

No Changes

Feature Set 6 Operational Data Model Dictionary

No Changes

Feature Set 6 Operational Data Model Notes

No Changes

Feature Set 7 - Transcripted Course

Feature Set 7 External Data Model

Feature Set 7 External Data Model Schema

Gliffy
namessp-map-2-x-ext-model-phase-7

Feature Set 7 External Data Model Dictionary

Feature Set 7 External Data Model Notes

No new external tables.

The basic requirement is to indicate to the end user whenever viewing a plan or adding/editing a course to/in a plan when that course already appears in the user's transcript. Per Jason, "The business requirement is to check the planned courses to see if the student took them....Speed and accuracy are the keys." Because of that (esp the "accuracy" part), we're not going to copy a "transcripted" flag/status onto the operational model. Determining whether or not a planned course is already transcripted will always be a transient join/lookup.

There are two types of checks for an already transcripted course:

 Backward-looking:

Code Block
select 1 from v_external_student_transcript_course
where school_id = :plan_student_id 
and formatted_course = :planned_formatted_course
and term_code = :planned_term_code

Forward-looking: 

Code Block
select 1 from v_external_student_transcript_course
where school_id = :plan_student_id 
and formatted_course = :planned_formatted_course
and term_code in (select term_code from external_course_term where course_code = :planned_formatted_course)

Our transcript table/s do not know about course code. We accept the potential ambiguity despite the stated priority of "accuracy". That value is likely just not available in transcript feeds. 

Feature Set 7 Operational Data Model

Feature Set 7 Operational Data Model Schema

Feature Set 7 Operational Data Model Dictionary

Feature Set 7 Operational Data Model Notes