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<p class="MsoNormal"><span style="color:#1F497D">Greetings Agvisors and CAS team with Cc to Andre Wright (CALS HODS Chair-
<i>please share with HODS</i>):<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I am writing to inform you of a recently formed advising systems taskforce by Interim Provost Jeff Goldberg. The taskforce is
</span><span style="color:#1F497D">to evaluate the advising technology needs across campus and to review system options that can fulfill those needs.
</span><span style="color:#1F497D">As one of the taskforce members I will look forward to your feedback collectively on behalf of CALS as we move through the process. We have a short timeframe to provide initial recommendations, which is one of the reasons
this general email is being sent now. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">The taskforce will have its initial meeting next week and updates will be provided as we move along. In the interim refer to emails below for details on the initial planning phase. More to come. Thanks in advance!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Best,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Nancy<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="color:#404040">Nancy G. Rodriguez-Lorta</span><span style="color:#404040">, M.Ed. | Senior Director, Advising and Student Services<br>
UA College of Agriculture and Life Sciences | Office of Career & Academic Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#404040">Forbes Room 203 | PO Box 210036 |Tucson, AZ 85721-0036<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#404040">Phone: (520) 621-3616 | Fax: (520) 621-8662<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#404040">Twitter: @CALS_UA | Website: cals.arizona.edu/cas<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="color:#404040"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><i><span style="color:#404040">To schedule an appointment call (520) 621-3616<o:p></o:p></span></i></b></p>
</div>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><br>
Begin forwarded message:<o:p></o:p></p>
</div>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b>From:</b> "Pope-Malings, Marisa J - (marisap)" <<a href="mailto:marisap@email.arizona.edu">marisap@email.arizona.edu</a>><br>
<b>Date:</b> February 14, 2018 at 9:49:56 AM MST<br>
<b>To:</b> "<a href="mailto:uaac@list.arizona.edu">uaac@list.arizona.edu</a>" <<a href="mailto:uaac@list.arizona.edu">uaac@list.arizona.edu</a>>, "<a href="mailto:caac@list.arizona.edu">caac@list.arizona.edu</a>" <<a href="mailto:caac@list.arizona.edu">caac@list.arizona.edu</a>><br>
<b>Cc:</b> "Van Patten, Darcy A - (darcyvp)" <<a href="mailto:darcyvp@email.arizona.edu">darcyvp@email.arizona.edu</a>>, "Aronson, Meredith A - (maronson)" <<a href="mailto:maronson@email.arizona.edu">maronson@email.arizona.edu</a>>, "Mcandrew, Abra D - (mcandrew)"
<<a href="mailto:mcandrew@email.arizona.edu">mcandrew@email.arizona.edu</a>>, "Rodriguez Lorta, Nancy G - (nancyr)" <<a href="mailto:nancyr@email.arizona.edu">nancyr@email.arizona.edu</a>>, "Pagel, Anne M - (pagela)" <<a href="mailto:pagela@email.arizona.edu">pagela@email.arizona.edu</a>><br>
<b>Subject:</b> <b>Advising Systems Task Force</b><o:p></o:p></p>
</div>
</blockquote>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<p class="MsoNormal"><span style="color:#1F497D">Good morning Advising Directors and Academic Deans,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">I am writing this morning to let you know about the recently formed advising systems task force. We have been asked by Jeff Goldberg to evaluate the advising technology needs across campus and to review system
options that can fulfill those needs. His email request is below.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Our goal is to spend no more than six weeks reviewing the needs of the campus, the available system options, and finally making a recommendation. We will need the input of each college and will be reaching out
to the advising directors in the next week or two to schedule interviews with advising directors and college and department level advisors. Your assistance in this process is invaluable and greatly appreciated.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">We will keep you updated on our progress and welcome any questions or suggestions as we move through this process.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Darcy Van Patten, Co-Chair</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Executive Director, Student and Academic Technologies</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Marisa Pope-Malings, Co-Chair</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Assistant Director, Academic Advising – Engineering</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Anne Pagel</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Assistant Dean, Undergraduate Programs – Eller</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Nancy Rodriguez Lorta</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Senior Director, Academic Advising – CALS</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Meredith Aronson</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Manager, Integrated Advising Analytics</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Abra McAndrew</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Assistant Vice President, Student Engagement and Career Development</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Best,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Calisto MT",serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="color:black">Marisa Pope-Malings, M.Ed.</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Assistant Director, Academic Advising</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">College of Engineering | Office of Academic Affairs</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">(520) 626-9605 | <a href="mailto:marisap@email.arizona.edu">
<span style="color:blue">marisap@email.arizona.edu</span></a> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"><a href="http://www.engineering.arizona.edu/"><span style="color:blue">www.engineering.arizona.edu</span></a>
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.engr.arizona.edu/"><span style="font-family:"Times New Roman",serif;color:blue;text-decoration:none"><img border="0" width="308" height="49" style="width:3.2083in;height:.5104in" id="_x0000_i1025" src="cid:image002.png@01D3A583.0531B980" alt="engr logo"></span></a><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><i><span style="font-size:6.0pt;font-family:"Arial",sans-serif;color:#1F497D">This e-mail message, including any attachments, is intended only for the use of the individual or entity to which it is addressed and may contain information
that is privileged and/or confidential.</span></i><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Calisto MT",serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Goldberg, Jeffrey B - (jbgoldbe) <br>
<b>Sent:</b> Tuesday, February 13, 2018 8:30 AM<br>
<b>To:</b> Van Patten, Darcy A - (darcyvp) <<a href="mailto:darcyvp@email.arizona.edu">darcyvp@email.arizona.edu</a>>; Pope-Malings, Marisa J - (marisap) <<a href="mailto:marisap@email.arizona.edu">marisap@email.arizona.edu</a>>; Aronson, Meredith A - (maronson)
<<a href="mailto:maronson@email.arizona.edu">maronson@email.arizona.edu</a>>; Mcandrew, Abra D - (mcandrew) <<a href="mailto:mcandrew@email.arizona.edu">mcandrew@email.arizona.edu</a>>; Rodriguez Lorta, Nancy G - (nancyr) <<a href="mailto:nancyr@email.arizona.edu">nancyr@email.arizona.edu</a>>;
Pentland, Anne - (annep) <<a href="mailto:annep@email.arizona.edu">annep@email.arizona.edu</a>><br>
<b>Cc:</b> Williams, Karen Ann - (karenwilliams) <<a href="mailto:karenwilliams@email.arizona.edu">karenwilliams@email.arizona.edu</a>>; Baygents, James C - (baygents) <<a href="mailto:baygents@email.arizona.edu">baygents@email.arizona.edu</a>>; Burd, Gail
D - (gburd) <<a href="mailto:gburd@email.arizona.edu">gburd@email.arizona.edu</a>>; Perry, Pamela A - (pperry) <<a href="mailto:pperry@email.arizona.edu">pperry@email.arizona.edu</a>><br>
<b>Subject:</b> Advising Systems<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Dear Darcy, Marisa, Meredith, Abra, Nancy and Anne (and supervision). I need you to serve on a quick single-task evaluation committee. Let me know if this works. Motivation follows.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">I have been in the loop concerning the potential adoption of the Eller eSMS system on an enterprise level. Jim Baygents talked to me about this more than a month ago and we were investing. Jim likes the system
and that goes a long way for me. At that time, I made the following comments:</span><o:p></o:p></p>
<p class="MsoNormal" style="font-variant-caps: normal;orphans: auto;text-align:start;widows: auto;-webkit-text-stroke-width: 0px;word-spacing:0px">
<span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:.75in;text-indent:-.25in;mso-list:l0 level1 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:black">I am not a big fan of Colleges managing enterprise systems. It is a big effort to:</span><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.25in;text-indent:-.25in;mso-list:l0 level3 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:black">ensure that systems run all the time (as close as possible)
</span><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.25in;text-indent:-.25in;mso-list:l0 level3 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:black">manage user calls for help,<span class="apple-converted-space"> </span></span><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.25in;text-indent:-.25in;mso-list:l0 level3 lfo2">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:black">make updates so that the system is secure and is compatible with new data, hardware, and software updates make updates so that the system meets user needs</span><o:p></o:p></p>
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</span></span></span><![endif]><span style="color:black">We typically never use ”home-grown” software as at some point, the programmer(s) leave and the systems eventually become antiquated.. </span><o:p></o:p></p>
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<span style="color:black">So, when I was told of the plan to run such a system out of Eller, I was hesitant. I do believe that if we are going to do such a project at the enterprise level, then I would rather funding come out of the enterprise level rather
than the colleges. </span><o:p></o:p></p>
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<span style="color:black">I know there has been some discussion with the Provost team, UITS, and Eller. I believe that we could use some additional work to get to a decision. I want to understand user needs as well as some competitor product possibilities.
There seems to be multiple tools on campus for doing some of the tasks and I know that Meredith Aronson has been working on the development of an advising tool. </span><o:p></o:p></p>
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<span style="color:black">Ok, to get this going, I request that we set up a task force to conduct a quick evaluation of technology needs for supporting advising relative to potential expanded use of eSMS or other products licensed by the UofA. I would like
the 6 of you to serve on this task force. I know that there is a ton of talent on this team. I suggest that the group undertake the following activities:</span><o:p></o:p></p>
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<span style="color:black"> </span><o:p></o:p></p>
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</span></span></span><![endif]><span style="color:black">Document high-level needs for technologically enabling academic advising and student services, with emphasis on needs associated with features in eSMS and alternative solutions that may be available on
campus. These discussions will build from the College’s previous understanding of eSMS and other tools, but focus on understanding their functional needs in a ‘tool neutral’ way.</span><o:p></o:p></p>
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</span></span></span><![endif]><span style="color:black">Identify candidate solutions (including eSMS) and assess their suitability for addressing these needs. This assessment should address concerns about overlapping capabilities and dis-integration of data
and processes.</span><o:p></o:p></p>
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</span></span></span><![endif]><span style="color:black">Make a recommendation for a solution path that addresses common, high priority needs and next steps.</span><o:p></o:p></p>
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<span style="color:black">Based on the recommendation and proposed next steps, we may need to convene a team to participate in a second phase of work to see this discussion through to implementation. I suggest that Darcy and Marisa co-chair the process. </span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:black">Proposed Timeline and Process: </span></b><span style="color:black">I think that the proposed process will take 4-6 weeks (depending on scheduling). Darcy/Marisa can follow-up to schedule meetings and propose
a meeting roadmap. I know this is an aggressive schedule, but I think that we can come to a recommended path forward quickly.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black">looking good</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black">jeff</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#1F497D">*************************************************
<br>
Jeff Goldberg <br>
Dean <br>
College of Engineering <br>
University of Arizona <br>
Tucson, Arizona 85721 <br>
<a href="mailto:jgoldberg@arizona.edu"><span style="color:blue">jgoldberg@arizona.edu</span></a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">@UA_ENGR_Jeff_G <br>
Office 520-621-6594 Fax 520-621-2232 </span><o:p></o:p></p>
<p class="MsoNormal"><img border="0" width="359" height="61" style="width:3.7395in;height:.6354in" id="Picture_x0020_1" src="cid:image003.png@01D3A583.0531B980" alt="smaller UA_CENG_RGB_Promo"><span style="color:#1F497D"><br>
*************************************************</span><o:p></o:p></p>
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