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College Advancement

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Stakeholder: Mike Schoenfeld

Liaisons: Maggie Paine and Joe Antonioli

Stakeholders interviewed: two in-depth discussions were held with representatives from all CA departments. In addition, each department provided written feedback on requirements.

Overview

College Advancement requirements focus on:

  • integration of the many sites it relies on;
  • personalized pages;
  • improvements to online giving and registration;
  • improved data collection;
  • repurposing of content/ability to pull content (video, stories, slideshows, blogs, etc.) into their department web pages,
  • tracking and analysis of online communications;
  • sharing of documents and information within work groups;
  • creation of a microphilanthropy site.

Integration of all CA-related sites

College Advancement needs the various sites that cater to alumni, parents, and friends to be seamlessly integrated and easy to access. Currently, they are not easy to find, it is difficult to move from one to another, and each one has a different look and feel.

These sites are: College Advancement (ie. Give to Middlebury) and Alumni and Parent Programs pages on the cms, Middlebury Initiative, microphilanthropy site (to be developed), online giving form, PantherNet (Harris Connect online community; includes MiddNet career network), Middlebury Online, Agents in Action and Initiative Volunteer Leadership site (volunteer management tools), Google APP events calendar, and University Channel, as well as Facebook pages, LinkedIn site, YouTube, and other social networking tools. In addition, there are affinity group pages developed by alumni, students, or faculty that need to be incorporated into or easily accessible from the CA site. (Examples include the D8 Web site and Digital Bridges site). (Please see appendix for complete list of non-CMS pages that College Advancement relies on.)

PantherNet-the Harris Connect online community-is currently being developed and will launch in May. Alumni and Parent Programs will use PantherNet for many services, and it’s critical that these services are integrated with the Middlebury site. The services include:

  • Event registration tied to a searchable calendar of events
  • Broadcast e-mail tool with tracking capabilities
  • Constituent directory with search tool and easy update process
  • Classifieds
  • Career networking tools including interface with LinkedIn and MiddNet, job postings, and online resources

Harris also has the option for alumni to create personalized pages; however, CA is interested in being part of the overall Middlebury customization project. (See below.)

Personalized/Customizable Pages

College Advancement needs to have customizable pages for its alumni, parents, and volunteers. In addition to providing options for alumni to customize their own pages, CA would like to be able to pull specific content into alumni pages, perhaps through a combination of previews of blogs, e-mails, news feeds, videos, etc., and links.

Some of the content could be determined by an individual’s Banner record. For example, if an alumnus was celebrating a reunion, information specific to that reunion would automatically be pulled into his page. Similarly, if an alumna were a class agent, Initiative leadership volunteer, or Cane Society representative, specific links and tools would be included on her page. Donors could see their giving history.

Other content that might be pulled into a person’s page includes events, important college news, such as a communication from the president, notification that the latest donor honor roll was online, Initiative updates, Annual Fund progress reports (with overall and class participation), and stories relating to a person’s interests as shown in Banner (athletics, D8, etc.).

College Advancement would like to see customized pages/portals for volunteers and stewardship reports for individuals accessible after log in.

There is interest in having one log-on that would provide people with access to Middlebury personal pages, donor honor roll, online community, and their pages on multiple social networks. (particularly for younger alumni). At the least, once logged into any Middlebury site, there would be no need for log in to another Middlebury site.

In addition, CA would like to see personalized Web pages for staff members, with features such as calendar, project team discussion groups, and rss feeds.

Online Giving and Registration

Online giving and registration need to be more fully automated and connected to Banner and the Harris online community. Online giving also needs to be easier for donors to use and to provide more giving options.

Currently, TouchNet does not interface with Banner. Instead, each gift and registration requires a journal entry to be done. Then gift processing and alumni staff members enter gifts and registration information manually into each person’s Banner record. Recording registration information on the web site is also a manual process.

College Advancement would like to see the following improvements to these systems:

  • Enable Touchnet to interface with the logic that is already written into Banner Self Service.
  • Automatic processing and entry of registrations and gifts into Banner with a screen that allows each gift and registration to be reviewed by a staff member, then accepted. This would also include automatic entry into Banner of updated personal information that is generated when people register for an event or make a gift; again, this data would need to be reviewed before being fed into Banner.
  • Event registration forms that require people to include their e-mail addresses and other personal information.
  • Event registration forms that also allow people to make a gift and have both automatically processed (see above).
  • Registration and gift information automatically displayed on appropriate college pages. For example, when someone registers for reunion, his/her name would automatically appear in the list of who’s coming on the class reunion page; as gifts came in, the “mercury” in a thermometer tracking giving would go up.
  • Automatic processing of recurring credit card gifts or pledge payments (currently done manually and credit card information must be kept on file)
  • Once a person logs into the system (either the online giving form, online community, or personal Middlebury page), when he/she goes to make a gift the personal information we have for them in Banner is automatically displayed.
  • Elimination of need for storage of personal security information (credit card data) on College servers.

Online giving could be made easier and more effective in the following ways:

  • Enable memorial gifts and gifts in honor of others
  • Flag missing information in the online giving form as people are filling it out
  • Include a printable form for multi-year pledges as part of giving form
  • Enable automatic withdrawal from donors’ bank accounts on a monthly basis
  • Allow donors to request information about gift planning, reunion giving, etc. using the online giving form
  • Provide a feature that recognizes what someone is giving to and suggests other options (like Amazon)
  • Provide option for links to videos that demonstrate impact of giving in particular areas
  • Customized online giving forms for different areas of the College (BLSE, LS, etc.) or specific fundraising projects (Organic Garden, etc.)

Improved Data Collection

Updated information on constituents is key to being able to communicate effectively. College Advancement needs to collect e-mail addresses and other information about alumni and parents. The changes noted above, will help. They are interested in other methods of collecting this data that we might suggest.

Repurposing Content

College Advancement needs to able to pull and display content aggregated in Middlebury Online, “below the fold,” or available elsewhere on the Middlebury.edu site (campus blogs, discussion groups, news, stories, lectures, video, slideshows, The Campus, WRMC, etc.) into individual CA pages, where having such content would reinforce key messages and help advancement tell the Middlebury story to its audiences.

Tracking and analysis of online communications

College Advancement needs the ability to track and analyze its online communications. It may be that training in using Google Analytics, Lyris, and the Harris Connect broadcast e-mail tool tracking function will fulfill this need.

Sharing of documents and information within work groups

An easy, searchable system for sharing documents and information-perhaps also including as video, slideshows, photos, etc.-is needed to replace the static N drive, where advancement officers currently store and share information. This must be accessible from off-campus. Having the ability for multiple people to work on a document at once (like Google docs) would also be useful.

Microphilanthropy Web site

College Advancement is charged with developing a site that combines concepts from microfinance and social networking and that enables donors to fund specific projects that are meaningful to them and to connect with others who share their interests.

Other Needs

  • Graduate programs easily accessible via the home page.
  • Discussion groups in each of the languages we teach
  • Interactive thermometer that tracks alumni participation
  • Amazon-type feature that remembers visitors’ preferences
  • Obvious way to provide feedback or comment
  • Ease of site navigation
  • Meeting organizer that makes it easy to schedule meetings involving many people
  • Donor site accessible after log-in that includes donor honor roll, 1800 Society and True Blue Society pages, and other stewardship content.
  • Interactive map or other feature that would enable alumni and college communications to post a photo and a brief story or statement. Then each person/location would be added to the map and when you clicked on it, you would see the photo and quote. Map would also have locations of all our schools abroad and Bread Loaf sites with information on each one. An alternative way to show this would be to rotate photos/quotes on the map. MSNBC did something similar, but without the map. Roll over a particular photo of a person and you get a brief quote. Click on the full story and it delivers the story in a pop-up screen. See www.msnbc.com/id/26903309

International Student and Scholar Services (ISSS)

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Stakeholder: Kathy Foley-Giorgio and Kaye-Lani Laughna
Website: http://www.middlebury.edu/campuslife/diversity/isss/
WebRedo Contact: Ryan Kellett / Pooja Shahani

General: “ISSS provides advising, programs, services, and support to our international students, staff, and faculty who come to study and work at Middlebury College in our many programs (13 summer Language Schools, the Bread Loaf School of English on three U.S. campuses and one site abroad, Bread Loaf Writer’s Conference, and the undergraduate college).  ISSS manages the College’s involvement in the U.S. government’s Student & Exchange Visitor System (SEVIS) as well as institutional compliance with related immigration regulations.  We also coordinate International Student Orientation and the Friends of International Students (FIS) host program.”

Requirements:

  • Varied constituencies: ISSS has wide variety of users from current students  but also a large group of alumni that also are required by law to be in contact with Middlebury/ISSS. Feeding the right information to the correct constituents is an important part of what ISSS. Finding new and unique ways to push new and timely information to constituents is important and needed.
  • Forms/Documents: ISSS hosts a lot of internal and governmental forms, some of which are PDFs, printable documents (which are sent back and then printed in hard copy). ISSS needs an organized way to serve and push this information out to constituents especially when deadlines are near or if information changes.
  • Government Interface: Is there any way to interface with online government forms that are currently filled out through ISSS? We were brainstorming about how to create fillable forms that would directly come back to our office in a legible way, unlike the current fillable forms that do not make sense once they are submitted, as they come back in paragraph form rather than the form in original form.
  • Multi-language support: Some ISSS users do not speak/write English. Language or at least graphic suport for this is requested. Either way, simplicity is key.
  • CMS: New CMS must be easier to manipulate and more flexible so that content can be posted faster. ISSS can do content updates but requires one-time consultation/assistance in rethinking new ways to display and interface information. CMS currently too much of a burden as a tack-on to job requirements. LIS support for CMS is key.
  • International Alumni: ISSS requests a way to remain in contact with these particular alumni because ISSS maintains immigration records for them. Automatic reminders and notifications of changes should be pushed to alumni. A place to continue contact, conversation, networking through ISSS is also requested.
  • Alumni: Single accessible database for alumni updates. In particular, ISSS finds that alumni update the school with information but that information is not then shared college-wide. A single database of alumni records is needed.
  • Newsletters: ISSS would like to support an online newsletter that is easy to draft and send without email.
  • External audience: international host families should be able to research and apply online to the program. Ability to manage those applications online.
  • Feedback forms: Need for data collection about services and if constituents’ needs are being met.
  • Multimedia: Would like to welcome visitors with more photos, colors, etc.
  • IA: ISSS requests assistance with cleaning up their information architecture which has evolved to be a bit unwieldly since it is currently organzed with redundant information for multiple constituents.Fewer pages needed, drop-down menus requested.

Academic Departments

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Heard from Susan Campbell, Department Chairs, Academic Coordinators
Drafted by Renée Brown and Jason Mittell

In surveying department chairs and coordinators, as well as casual discussions with many faculty, frustrations with our current web design and system run deep. Key problems mentioned include lack of design flexibility, difficulty in updating, poor navigation and organization, inability to easily embed images and media, and the static nature of information and site design. There was widespread enthusiasm for the makeover and willingness to participate in the process. Given that every academic department has different needs and specific uses, it is difficult to assess the relative importance of various features, but this document attempts to synthesize key needs and requirements as expressed across the curriculum.

Needs for Departmental Sites

We have identified a number of types of information that departments feel are important to their sites, broken into four major areas:

  • Department Overview: brief mission statement, central contact info, feed of news/events, and visual vibrancy for splash page
  • People: lists of faculty & staff with links to detailed profile pages, office hours & contact info, updates of publications/grants/achievements, alumni & student profiles
  • Curriculum: major requirements (including potential concentrations & sample sequences for more complex programs like ENVS and AMST), independent project guidelines, downloadable forms (both departmental and from the registrar), courses/schedule, links to class websites
  • Resources: departmental library guide, career info, study abroad recommendations, departmental newsletter, facilities & equipment overviews/policies, external links (research sites, grad programs, opportunities for community outreach, etc.), guide to “what can be done with a XXX major?”, feeds from external blogs, video/images of specialized facilities

Many departments indicate that they currently underuse their websites, with minimal information that is rarely updated. There was consensus that this makeover process could help show people some new ways to use the web effectively. During sessions where other websites were demoed, there were frequent “a-has” upon seeing capabilities that other schools are using, so we feel there will be enthusiasm for innovation. Some specific innovations that seemed particularly popular include dynamically generating course listings (a “modular catalog”), faculty pages feeding & linking to schedules and courses, feeds of sponsored & relevant events, and integrated links to Banner information.

We discussed the option of choosing among a group of templates, customized for both visual variety and optimized for different needs (such as more graphics/media, more text-based, etc.) – most coordinators and faculty seem to embrace this option. Coordinators wanted more flexibility with fonts and sizing of text. There was a clear desire for more graphic and media capabilities, especially within the Arts.

Some faculty embraced the idea of student and/or alumni work being profiled and displayed on the site, especially in the Arts. Potential links with the library’s thesis archive is an option worth considering.

Some departments currently publish newsletters, and many would consider publishing them to the web instead of, or in addition to, paper and mailing. Ongoing updated departmental blogs were of interest to a few departments as well.

Needs for Individual Faculty

Faculty pages were noted for being rarely updated, dry, and lacking variability or personality. Faculty were interested in being able to edit their own profile, recognizing that some faculty would be less likely to do so (although no less likely than emailing the updates to coordinators, which could still be an option). Arts faculty specifically want the ability to host images and media of their creative work.

An idea discussed with coordinators was to have a central database for faculty publications/achievements – either faculty or coordinators would enter the information about a new publication (including link to online version or Midd subscription through JSTOR, etc.), which would then feed to the faculty’s homepage, their department(s) page, a college-wide faculty achievement page (which would be useful for library acquisitions as well as PR), and into the annual report for faculty given to the Provost. Coordinators thought this would be a better option than updating individual faculty pages, and expected between 1/3 and 1/2 faculty would enter their own info, growing over time with increased technological fluency.

The idea of automatically feeding a faculty’s scheduled teaching with links to courses to their profile page (as on Amherst) was quite popular. It’s uncertain how many faculty would maintain separate pages through Segue or the community.middlebury.edu server if the core website were more flexible – one option would be to embed separately designed pages into the core departmental site.

Workflow

The current CMS restricts editing to coordinators, although some faculty have edited on the platform. A number of chairs expressed interest in editing their pages, having other faculty edit, or having student workers edit. Coordinators generally want to be involved in the editing process, both to oversee consistency and maintain their web skills, but recognize that the current workflow leads to infrequent updates and little input from faculty.

An easy-to-use editing and authoring system, especially for incorporating media and images, was seen as essential, with the ability to increase participation of faculty in the editing process. One issue expressed by some faculty was that the new system not be tied to a specific browser or platform (e.g. must be usable on Mac/PC and Firefox/IE).

Coordinators were concerned that expanded content on the department site would lead to increased workload. Sharing editing responsibilities would help. Additionally, the ability of sites to be dynamically assembled, rather than static updates, would be useful – for instance, feeding events, faculty publications, career links, library research tools, and alumni news from other offices and systems would make the site update regularly without requiring manual changes.

In imagining the workflow model that would work best for academic departments, coordinators endorsed a system where many users could be given editing ability for the department page (including faculty and student workers), but that all edits must be approved by the coordinator before publishing (via a notification system). This should increase updates from faculty on the content they know best, and allow delegation and distribution of work more effectively, without sacrificing consistency and appropriate form & use of media. Some thought it would be helpful to be able to turn the approval requirement on and off, allowing the possibility of all authorized editors to publish directly.

The idea of a student/alumni section of the site that could be updated (with approval) by students and alumni themselves was mentioned as a way to encourage participation. Another option is a simple webform for alums to send in info to feed into the site, perhaps at the college-wide level with tags to majors and field of employment.

Other Desired Features

  • Many coordinators were enthusiastic about being able to easily customize their own user profiles to make their web use more efficient – after a clear explanation, all coordinators present at the meeting said they’d definitely use this feature.
  • One consistent theme with coordinators and faculty was that as much Banner information as possible should be accessible from the website directly without using BannerWeb. Course rosters (linked from course pages, as on Amherst), student schedules, faculty schedules, lists of majors, and the like should be accessed via links rather than BannerWeb login.
  • More sophisticated use of feeds and targeted info via the web was endorsed, especially as an alternative to email-driven communication.
  • One idea would be to have lists of new library acquisitions in a certain discipline feed into the departmental site.
  • Better management of events and calendar info was mentioned, both in terms of flexible feeds by tag, department, location, medium (lecture, performance, film), and the ability to click “Add to my Calendar” to export to Outlook or other systems.
  • Some language departments mentioned the need for varying language character sets (such as Cyrillic and Greek).
  • Some arts departments want the ability for students to create their own portfolios of their work, as Teacher Ed currently does. This would ideally be embedded directly into the core department site, not externally hosted on Segue.
  • A few faculty expressed interest in having the ability for social networking, and a couple said they have used Facebook pages to coordinate with current majors and alums.
  • A few mentioned the use of wikis, but only for specific purposes (for instance, a wiki for documentation of FMMC equipment).
  • Some suggested a “majors-only” area, although there was not a clear sense of what information and material should have restricted access.
  • One coordinator suggested that departments could have a list of current majors on the site, potentially with links to student pages/profiles.
  • One coordinator suggested the possibility of online sign-up for scheduling of meetings and appointments. Another suggested the use of an online order form for equipment requests (currently used on CHEM site), which might also be expanded to request access to facilities (like MUSIC practice rooms), reserve specialized equipment (like FMMC cameras).
  • A few faculty expressed interest in having the departmental website offer the possibility for discussion and community involvement, not just a one-way flow of information. Options include blog-like updates with comments, an open “wall” to make announcements/promotions, and a department wiki open to Midd users as a workspace for engaging with the department.