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Feature: March 2000
The Smarter Office: How school districts are automating administrative tasks. By Kevin Bushweller

In the Ballston Spa Central School District in upstate New York, the administrative future of schools has already arrived.

Ballston Spa -- a district of 4,200 students and five schools -- is a pilot site for a technology industry initiative to build software systems that break down the traditional administrative barriers between different school departments. Now, Ballston Spa school district information flows seamlessly from department to department and building to building, and soon, it will flow freely from schools to homes. Precious time is saved. Decisions are made faster. But best of all, says district database manager Jayson Crair, decisions are based on more accurate data.

"It's pretty exciting -- we're literally on the cutting edge," says Crair. "Now I can create reports that can be sort of run on the fly." Better yet, he says, because the data are immediately available to so many different school people, district administrators no longer have to rely on others to find numbers or run data analyses for them. They can do it themselves. Says Crair: "That's the way it should be."

Programs that talk to each other

Across the country, the push for accountability and efficiency is creating a demand for better ways to collect, organize, and analyze data -- not only test scores, but information vital to district programs for transportation, food services, finances, athletics, personnel, and more. In many school districts, of course, you'll still find transportation directors using paper charts and three-ring binders to track hundreds of bus routes or cafeteria directors poring over stacks of forms to pinpoint a problem or identify a trend.

More and more, though, administrative software programs are hitting the market to manage the increasing duties of school administration. Some of these programs offer virtually limitless potential for analysis and sharing of data. A school finance program can alert school officials immediately if expenses are rising faster than expected; a transportation package can keep track of the spaghetti maze of bus routes; and cafeteria software can accurately track inventory and what foods students like and dislike.

Yet transforming a district's administrative tasks into a free-flowing, high-tech format is rarely easy. Even in districts already using administrative software programs, one of the biggest headaches is that the various departments in the central office often operate like little information fiefdoms: Different software programs for different departments are configured in ways that make it impossible to share data.

That was the frustrating reality in Ballston Spa, according to Crair. Because each department had administrative software that couldn't "talk" to the software from other departments, the district office did not have immediate access to student information stored at school buildings -- and principals did not have easy access to central office data. When a student's address was updated in one department -- transportation, for example -- it wasn't necessarily updated in another. As a result, the transportation department sometimes had a different address for a student than the student's school or the district's food services department had.

There were other problems, too, and wasted time was likely the biggest one. "Previously," Crair recalls, "and this is a fairly common problem with districts in general, ... when a child enrolled in one of our schools, we had to send a fax to the bus garage with the address and all of the information about the student. There was lots of duplication of paper, faxing, rekeying, and extra work."

How it works

All that has changed in Ballston Spa -- largely because of the Schools Interoperability Framework (SIF), an initiative by the technology industry to create software systems that can talk to each other. Fierce competitors such as Microsoft, IBM, Apple, Sun Microsystems, and Oracle are unlikely partners in this effort to ensure that all administrative software packages used by schools can share data. Crair says the SIF model will allow each school department to choose the software it believes is best for its tasks; at the same time, the district is not tied to a single vendor to achieve compatibility.

In Ballston Spa, student data are now entered once when a new student enrolls in the district. The information can be input at the school building, central office, or transportation office. Once entered, the data are available to everyone with an appropriate security clearance -- the librarian at the school the student will attend, for example. Because information is no longer entered in several different places by several different people, Crair believes the margin for error in data input has diminished.

On the other hand, a single data-entry mistake can spread like a virus to all other departments. Crair says he does not see that becoming a big problem. To begin with, he says all data are double-checked before being entered into the system. Furthermore, now, if any school official with the necessary security clearance catches a mistake, that person can correct it online, and the accurate data are immediately updated for all departments. In the past, corrections were not always passed along to other departments.

The software core of Ballston Spa's administrative system includes a student-information system called Open District by Chancery Software. VersaTrans by Creighton Manning is the district's transportation system package. According to Crair, the district also uses Microsoft's SQL Server and Windows NT Server.

Student information is entered through Open District or VersaTrans. In turn, Chancery Software, Creighton Manning, and Microsoft provide an interface agent to allow the different software applications to talk to each other. This year, the district will be adding a cafeteria software program (Lunch Express by DataTeam Systems) and a curriculum system (Perfect Copy by Advantage Learning Systems) to the network, as well as a program to allow parents to access school databases from home computers (K12Planet by Chancery Software).

Let the ASP do it?

As schools struggle to find new ways to collect, analyze, and share reams of data, some businesses are attempting to fill the void in creative ways. One revolutionary approach is to use what is known as an application service provider (ASP). In ASP systems, districts do not install and maintain administrative software on their own servers. Rather, they rent an application that is delivered to them via the web from a service provider. School officials simply use a web browser to do their work on the site. Because the software, server, and school data are maintained and hosted by the vendor, this approach can keep costs down and simplify support issues, according to advocates of this approach.

Because school districts do not control the data in such systems, however, there are legitimate security concerns with using an ASP. Also, because these are web-based applications, school officials can find themselves in situations where they are unable to accomplish tasks quickly because of traffic jams on the web.

Stacey Boyd, a former middle school principal who is now president and CEO of Project ACHIEVE, an education ASP based in San Francisco, says her company maintains a sophisticated Oracle database that regularly updates information for school districts across the country.

Boyd contends that regularly updating information "requires [information technology] expertise that schools don't have." She says that is especially the case in small to medium-sized districts that can't afford to hire teams of information technology specialists.

Boyd says she believes school data are no less secure at an ASP site. "We've got it doubly backed up at two different sites."

And what if the company went out of business? "[The schools] would get the data back," promises Boyd.

Proceed with caution

ASPs aside, there are cautionary notes for school districts thinking of automating their administrative systems.

To begin with, any new system -- whether it be for transportation, personnel, food services, athletics, or a combination of everything -- should be overlaid on current processes and controls for doing business, according to Shawn Brown, a software consultant for OpenPlus International, Inc., in Austin, Texas. Brown, who has helped school districts develop high-tech solutions to administrative tasks, says the software should adjust to the needs of the workers -- not vice versa. Says Brown: "In most places, you can't just rip out the old accounting system."

Alan Whitworth, executive director of information technology for the Jefferson County Public Schools in Louisville, Ky., says his district struggled with that problem after purchasing a transportation software package.

In this highly automated district, software programs are used for food service, student scheduling, grade reporting, purchasing, budgeting, and a host of other administrative tasks. But transportation has posed a challenge. The district's school choice program allows families to select the school they want their children to attend. Keeping track of which students are on which buses is complicated -- especially since some students ride to bus depots, where they transfer to another bus. But the transportation software the district was using couldn't adapt to the complicated depot system.

"The bottom line is that it was not working," says Whitworth. "We haven't been able to automate that [system]."

Beyond the nuts-and-bolts operational issues, software programs must incorporate the existing ways of doing business for another important reason, Brown says: In most places, official processes and controls for tasks such as accounting and transportation cannot be changed without school board approval. A software program that forces school officials to change some processes or controls could violate board policy. Furthermore, Brown says, federal and state laws govern how schools do business. School officials must be aware of those laws before putting a new administrative software system in place.

Bill Gambill, deputy superintendent for finance and technology for the Georgia Department of Education, adds that it is "absolutely critical" that local districts also have administrative systems in place that can transfer data to, and receive it from, the state department of education. This is especially important in this era of accountability, Gambill says, when state departments of education will be demanding more and more data from local school districts.

In addition, schools should take some basic, commonsense steps before agreeing to purchase a particular administrative software package or service, says Lee Wilson, vice president of marketing and business development for Chancery Software -- one of the companies involved in the SIF initiative. Wilson's advice:

1. Schedule an on-site visit to a district that already has the product or service. What problems has that district encountered? Are its administrative processes and controls similar to yours? Wilson recommends that a diverse group of educators go on the site visit, including teachers, technology coordinators, and principals, all of whom should be given the opportunity to talk to their counterparts in the other district. Says Wilson: "You want to make sure you're not solving one person's problem while creating a problem for someone else."

2. Look for software tools that will solve day-to-day problems for the people creating the data, such as teachers, nurses, school secretaries, cafeteria supervisors, school athletic directors, and principals. If their needs are ignored, the data might never be entered -- or it will be less accurate and comprehensive.

3. Look for a vendor that is attuned to future trends. But Wilson warns school officials not to request a revolutionary system that would be difficult for the vendor to create. Chancery does not respond to unrealistic requests, he says; you should be suspicious of companies that do.

Protecting data

In any high-tech administrative system, security is a major concern. Many kinds of school data -- such as employee performance evaluations, student grades, discipline referrals, and records of kids who receive free or reduced-price lunches -- are highly sensitive and subject to strict confidentiality laws. Only certain school officials are supposed to have access to such information.

And that raises a question: Do administrative systems that are designed to make it easier to share data actually pose an increased security risk? Whitworth concedes they might pose "a little more data security risk." But he believes it is a school district's responsibility to lower that risk. In Jefferson County, he says, the district has four levels of security -- double the usual two (URL and password) on most Internet sites. "You have to know a lot to get into our system," he says.

Still, in some districts, hackers find a way to infiltrate. In a Wisconsin school in 1998, a student hacked into confidential school administrative files after peering over the shoulder of a teacher's aide who was logging onto the system.

Stan Peichel, principal of Ramsey Elementary School in Minnesota's Anoka-Hennepin School District 11 near Minneapolis, is well aware of the security responsibilities imposed on schools as they put more data online and link everything together. His school, also part of the SIF pilot project, is the primary keeper of its data, rather than the district's central office. He believes the benefits of that responsibility far outweigh the risks.

Ramsey uses a Microsoft Windows NT server that operates software based on an SIF design that integrated three different software systems, including SASIxp (a student information system by National Computer Systems), WinSNAP (a SNAP Systems cafeteria management program), and a library automation program from Follett Software.

Peichel says having a system that breaks down the traditional barriers between departments is important in the Anoka-Hennepin schools, which serve a highly mobile, rapidly growing community where many students enter and leave the district or transfer between schools within the district. Ramsey, a K-5 school, has roughly 1,200 students.

Administrative software and the SIF upgrades have allowed the school to keep better track of everything it does. But the greatest power to come from the integration of administrative software systems, Peichel predicts, will be the ability to pinpoint problems and fix them. (See "Smart Data: Mining the School District Data Warehouse," September 1999.)

"I have the ability," Peichel says, "to check to see if a kid had lunch. ... How many students are eating breakfast and how many are not?" What's more, the principal says, he can use that information to gauge the importance nutrition plays in school achievement and determine whether his school needs to consider offering new or upgraded services, such as serving breakfast on the days that standardized tests are given.

Or, Peichel says, he can link from his office computer to the library automation software to see if his students are reading across broad categories. Are the students reading too much fiction and not enough nonfiction? Are the students who do well in school reading similar materials? Those questions and more, he says, can come from the data -- and he now has access to all of it.

Asks Peichel: "If you have all this data and you don't use it, what's the point?"

Kevin Bushweller is a senior editor of Electronic School.

Reproduced with permission from the March 2000 issue of Electronic School. Copyright © 2000, National School Boards Association. Electronic School is an editorially independent publication of the National School Boards Association. Opinions expressed by this magazine or any of its authors do not necessarily reflect positions of the National School Boards Association. This article may be printed out and photocopied for individual or educational use, provided this copyright notice appears on each copy. This article may not be otherwise transmitted or reproduced in print or electronic form without the consent of the Publisher. For more information, call (703) 838-6739.

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