Elimu Suite Management Systems g y - Strathmore University
Elimu Suite Management Systems g y - Strathmore University
Elimu Suite Management Systems g y - Strathmore University
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<strong>Elimu</strong> <strong>Suite</strong><br />
<strong>Management</strong> <strong>Systems</strong><br />
November 2006
Introduction ti to <strong>Elimu</strong> <strong>Suite</strong> <strong>Systems</strong>
<strong>Elimu</strong> <strong>Suite</strong><br />
• <strong>Elimu</strong> <strong>Suite</strong> integrates <strong>University</strong>’s core functions and Business Processes;<br />
• It comprises of the following <strong>Systems</strong>;<br />
• Academic <strong>Management</strong> System (AMS)<br />
• Financial <strong>Management</strong> System (FMS)<br />
• Library <strong>Management</strong> System (LMS)<br />
• Course <strong>Management</strong> System (CMS)<br />
• Human Resource <strong>Management</strong> System (HRM)
Academic <strong>Management</strong> System (AMS)<br />
• AMS manages Academic Business Processes:<br />
• Admissions, registration, enrolment, fees, debtors, course planning,<br />
resource allocation (lecturers, classrooms, timetabling), tutoring, class<br />
lists, class attendance, academic performance, examinations, academic<br />
records, certification and Mentoring;<br />
• The system Integrates with other systems (e.g. FMS, LMS).<br />
• Acquired from <strong>University</strong> of Navarre (Spain)<br />
• Initial training conducted by Tecnicia (Spain);<br />
• Currently supported by a team of 7 programmers housed at <strong>Strathmore</strong>;<br />
• Thoroughly customised for the local environment;
Financial <strong>Management</strong> <strong>Systems</strong> (FMS)<br />
• Kuali System manages <strong>University</strong> finance’s business Processes:<br />
• General ledger, purchase ledger, suppliers, inventory management,<br />
budgeting, payroll, asset management, financial statement, e-Docs, etc.<br />
• Kuali Project (www.kuali.org)<br />
• Project was started t in late 2002 by Indiana <strong>University</strong>, it the <strong>University</strong> it of<br />
Hawaii, NACUBO, and the rSmart Group;<br />
• By 2005, four additional partners join as core investors in the project:<br />
Cornell <strong>University</strong> (NY), San Joaquin Delta College (CA), Michigan<br />
State <strong>University</strong>, and the <strong>University</strong> of Arizona;<br />
• Designed by universities for universities;<br />
• Community Source (Open Source);<br />
• Implementation partner: rSmart Group
Library <strong>Management</strong> System (LMS)<br />
• KOHA System manages the Library processes;<br />
• Cataloguing, classification, circulation, journals and periodicals,<br />
acquisition.<br />
• Koha (www.koha.org)<br />
• Steered by a growing community of libraries world-wide;<br />
• Impressive feature set;<br />
• Fully customised to local needs;<br />
• Open Source.
Course <strong>Management</strong> System (CMS)<br />
• The system facilitates effective delivery of knowledge:<br />
• Promotes learner motivation and involvement;<br />
• Improves content delivery;<br />
• Facilitates student/lecturer and student/student interaction.<br />
• eLearning Platform: Moodle (www.moodle.org)<br />
• Statistics as at 31 st October, 2006<br />
• Over 150,000 registered users (2005: 75,000).<br />
• Over 17,600 registered sites (2005:1,150).<br />
• Over 75 languages g (2005: 70).<br />
• Over 160 countries (2005: 138).<br />
• Open Source.
Course <strong>Management</strong> System (CMS)<br />
• Other statistics:<br />
• Courses: 693,671<br />
• Users: 7,016,821<br />
• Teachers: 1,216,919<br />
• Enrolments: 10,696,654<br />
• Forum Posts: 7,681,481<br />
• Resources: 4,364,339<br />
• Quiz questions: 5,079,343<br />
• 30 sites with more than 20,000 users;<br />
• The site with the most users is moodle.org with 43 courses and 150,733<br />
users;<br />
• The site with the most courses is UNIVERSITE DE NANTES with 13,878<br />
courses and 2,106 users.
Human Resource <strong>Management</strong> (HRM)<br />
• The System facilitates Staff management and their records.<br />
• Web-based system;<br />
• Developed in-house;<br />
• Fully customised to the <strong>University</strong> needs.
Academic <strong>Management</strong> System
Admissions Module<br />
• Process<br />
• Enter applicant’s personal details;<br />
• Enter applicant’s application<br />
details;<br />
• Enter applicant’s interview details;<br />
• Admit Successful applicant;<br />
• Applicants who fail may retake the<br />
interview;<br />
• Information<br />
• Bio data;<br />
• Previous academic qualifications;<br />
• Program of study applied for.
Programme <strong>Management</strong><br />
• Process<br />
• Define the faculties and departments;<br />
• Define the academic year parameters;<br />
• Define tariff structure for academic years;<br />
• Define courses and syllabuses;<br />
• Define subjects and assign resources;<br />
• Define exemptions, transfers and syllabus adaptations.<br />
• Information<br />
• Rules on subject enrolment;<br />
• Previous academic years information;<br />
• Scholarships information.
Course <strong>Management</strong><br />
• Components of course management<br />
• Certificates<br />
• Degree that the student intends to<br />
obtain;<br />
• Syllabi<br />
• Used to define credit range;<br />
• Used to define relationships<br />
between courses;<br />
• Used for the management of<br />
exemptions and transfers.<br />
• Courses<br />
• Taught Courses<br />
• Assigning i resources to courses<br />
(lecturers, time and rooms);<br />
• These are managed through an academic<br />
plan;<br />
• In addition, the system manages:<br />
• Exemptions;<br />
• Transfer of credits;<br />
• Number of students who can take a<br />
course. The Students are classified as:<br />
• Repeating students t or<br />
• New students
Syllabus <strong>Management</strong><br />
• Data items<br />
• Name;<br />
• Faculty;<br />
• Cost of an economic credit;<br />
• Minimum and maximum annual<br />
credits;<br />
• Minimum i and maximum credits for<br />
certificate;<br />
• Maximum total credits: i.e. for:<br />
• Compulsory courses and<br />
• Elective courses<br />
• Year when the syllabus began;<br />
• Year when the syllabus was<br />
terminated;<br />
t • Requires planning at faculty level.
Lecturer <strong>Management</strong><br />
• Lecturer management; very basic<br />
though sufficient for the AMS;<br />
• Maintenance of lecturer information<br />
can be managed from:<br />
• AMS; or<br />
• Through an interface with an HR<br />
system.<br />
• The System maintains:<br />
• Bio data;<br />
• Qualifications.<br />
• Indirectly, the System maintains:<br />
• Taught courses;<br />
• Lecturer availability.
Course Enrolment<br />
• Process<br />
• New students have their subjects registered for<br />
them in the system;<br />
• Continuing students register the subjects online;<br />
• Students generates an invoice by themselves;<br />
• Subjects registered are bound by rules defined in<br />
the system.<br />
• Information<br />
• Student previous registrations;<br />
• Available subject groups;<br />
• Current subject list.
Examination<br />
• Process:<br />
• Examination mark sheets are generated by the<br />
administrators;<br />
• The lecturer enters the marks and completes the<br />
mark sheet;<br />
• The lecturer then publishes the mark sheet;<br />
• The mark sheet is then closed and becomes a<br />
part of the student’s academic record.<br />
• Classification of exam:<br />
• Normal exam<br />
• Supplementary exam<br />
• Other information available:<br />
• Number of times the exam has been taken<br />
• Transcripts:<br />
• The system allows for generation of academic<br />
transcripts for students; either as individual or<br />
batch issuance of transcripts.
Fees and Debtors<br />
• The System currently manages debtor<br />
information;<br />
• Provides all financial transactions<br />
relating to a student;<br />
• For generation of Complete Trial<br />
Balance; an interface with an<br />
accounting or financial system is<br />
required;<br />
• Fee and debtor reports in the system<br />
include:<br />
• Debtors report;<br />
• Daily collection;<br />
• Debtors age analysis;<br />
• Monthly collections;<br />
• Registration fees report.
Enquiries and Reports<br />
• The System provides for maximum<br />
visibility;<br />
• It generates basic reports and<br />
integrates with third party tools;<br />
• Reports include:<br />
• Financial reports;<br />
• Examinations and course work;<br />
• Academic certificates.<br />
• Allows for statistical evaluation of<br />
student data; i.e.<br />
• Average marks;<br />
• Number of subjects passed;<br />
• Number of students with honors.
Mentoring Module<br />
• Consists of two sub modules:<br />
• Mentor’s Module:<br />
• The mentor can view the students assigned to them;<br />
• The mentor can communicate with the students through email;<br />
• The mentor can record mentoring sessions.<br />
• Director’ Module: The director:<br />
• Views and edits mentors’ data;<br />
• Communicates with mentors through email;<br />
• Assigns, reassigns or cancels assignments of mentors to students;<br />
• Accesses mentor statistics;<br />
• Accesses information relating to students who have not had meetings with<br />
their mentors.
Other Functionality<br />
• Messaging<br />
• Allows sending and receiving of email<br />
messages between:<br />
• Administration to lecturers and<br />
students;<br />
• Lecturers to students;<br />
• Messages are kept in the database for<br />
future reference;<br />
• Interfaces:<br />
• Allows seamless exchange of data with<br />
other systems;<br />
• The system interfaces with with:<br />
• Accounting system;<br />
• Library system;<br />
• Access control system;<br />
• HR system.
Financial <strong>Management</strong> System<br />
Kuali System
Introduction<br />
• What is Kuali:<br />
• A Financial <strong>Management</strong> System based on financial software used in Indiana<br />
<strong>University</strong> (IU);<br />
• 5 universities came together to form the Kuali project;<br />
• rSmart Company is the Implementation Partner;<br />
• Steered by Solid technical and functional teams;<br />
• Source Code: Community source.<br />
Benefits:<br />
• Made for universities – takes into account <strong>University</strong>'s’ unique requirements;<br />
• Chart of accounts for universities;<br />
• <strong>University</strong> Processes;<br />
• Segregation of duties and audit Controls:<br />
• Embedded accountabilities (approvals)<br />
• Policy implementation (business rules)<br />
• Automates workflow and documentation and maintains an audit trail.
Kuali Modules<br />
• Core modules:<br />
• Kuali Nervous System;<br />
• Kuali Enterprise Workflow;<br />
• Chart of accounts;<br />
• General ledger;<br />
• Budgets;<br />
• Financial transactions effected by means of e-Docs;<br />
• Reports/decision support;<br />
• Purchases effected by means of e-Purchases;<br />
• Fixed assets;<br />
• Accounts payable;<br />
• Accounts receivable;<br />
• Research grants/endowments;<br />
• Contracts;
Transactions Currently Available<br />
• Maintains a Chart of Accounts;<br />
• Journal vouchers;<br />
• Maintain users/workgroups;<br />
• Payments: maintains;<br />
• Payees and payment reasons;<br />
• Travel mileage, per diem, expense, etc.<br />
• Maintain banks, bank accounts;<br />
• Cash receipts, banking, direct deposits, credit card transactions;<br />
• Accounting for labour;<br />
• Budgets;<br />
• Internal billing;<br />
• Service billing;<br />
• Encumbrances;<br />
• Transfer of funds;
Roles in Kuali<br />
Segregation of duties: Levels are as follows:<br />
• Initiator<br />
• Approver<br />
• Delegate<br />
• Reviewer<br />
• Admin<br />
• Super-user
Library <strong>Management</strong> System<br />
Koha
Broad Intent<br />
• Integrates all of the core operations of a Library:<br />
• Acquisitions;<br />
• Cataloguing g (data entry or bibliographic description);<br />
• User services (circulation, catalog access, fines and charges, reservations etc.);<br />
• Serials <strong>Management</strong>;<br />
• <strong>Management</strong> Reporting.
Circulations<br />
• Single point of service i.e. one person can handle both issues and returns;<br />
• Immediate view of patron status i.e. overdue, debarred etc.<br />
• Shares notes on issues affecting patrons, e.g. if patron has authorized third party to<br />
borrow items for them;<br />
• Immediate view of item status – on loan or on shelf;<br />
• Automatic fines calculation;<br />
• Reservations <strong>Management</strong>;
Cataloguing<br />
• Standards based interfaces;<br />
• Ability to borrow data from existing sources on the internet;<br />
• Greater volume per person per day;<br />
• Faster turn around times between acquisition and shelf availability;<br />
• Can deal with any item format (books, cds, videos, maps, etc.);
Acquisitions Module<br />
• Choice of acquisitions: i.e. Budget or non-budget based;<br />
• Storage and Administration of supplier data;<br />
• Multiple currency administration and conversion;<br />
• Purchase order management and archiving.
OPAC (Online Public Access Catalogue)<br />
• Searching on multiple keys;<br />
• Ability to login and view account status;<br />
• Ability to place items on reservation;<br />
• Ability to make purchase suggestions;<br />
• Ability to create virtual shelves for either public or private usage;<br />
• Ability to renew items online.
Other Functionality<br />
• Z3950 Server which allows sharing of bibliographic details<br />
of holdings;<br />
• Among Library Consortia;<br />
• On the www where appropriately configured;<br />
• Interfaces: The system allows seamless data exchange<br />
with other systems and currently interfaces with:<br />
• HR System;<br />
• Windows/Linux Directory Services;<br />
• Academic <strong>Management</strong> System.<br />
• Reporting: Comprehensive, Customizable reports on the<br />
p g p , p<br />
modules.
Value Proposition<br />
• Reduced staff-user interaction due to the<br />
increased patron independence;<br />
• Segregation of duties. With clearly defined<br />
access rights and duties – results to<br />
specialization and hence improved<br />
services;<br />
• Efficiencies as information is centralized;<br />
• Improved integrity due to system controls;<br />
• Improved quality of staff-user interaction.
Contacts<br />
<strong>Strathmore</strong> Research & Consultancy Centre (SRCC)<br />
<strong>Strathmore</strong> <strong>University</strong> Campus<br />
Ole Sangale Road, Madaraka<br />
P.o Box 59857 00200<br />
Nairobi, Kenya<br />
Telephone: 254-20-606155;606268<br />
Fax: 254-20-607498