EDI 138 Educational Testing and Prospect Request and Report

Functional Group TT

X12F Finance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Educational Testing and Prospect Request and Report Transaction Set (138) for use within the context of an Electronic Data Interchange (EDI) environment. This standard can be used by educational institutions and employers to request and receive results of testing programs from testing services and prospective student information from prospect services. Each transaction may include one prospect's identification, demographic information, academic background, goals and preferences, test identification, testing conditions, scoring results, and test normalization analysis including national, regional, and local norms.

Heading

1. 0100 · ST · Transaction Set Header · Max 1 · Mandatory

   To indicate the start of a transaction set and to assign a control number

2. 0200 · BGN · Beginning Segment · Max 1 · Mandatory

   To indicate the beginning of a transaction set

3. 0300 · ERP · Educational Record Purpose · Max 1 · Mandatory

   To indicate the type of educational record or information being requested or being sent and to specify conditions under which it is being requested or was sent

4. 0400 · REF · Reference Identification · Max 1 · Mandatory

   To specify identifying information

   The REF segment indicates the test-taker's identification number.

5. N1 Loop Mandatory Repeat 2

   1. 0500 · N1 · Name · Max 1 · Mandatory

      To identify a party by type of organization, name, and code

      The N1 loop provides information about the sender and the intended receiver.

   2. 0600 · N3 · Address Information · Max 1 · Optional

      To specify the location of the named party

   3. 0700 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   4. 0800 · PER · Administrative Communications Contact · Max 1 · Optional

      To identify a person or office to whom administrative communications should be directed

Detail

1. IN1 Loop Mandatory Repeat 10

   1. 0100 · IN1 · Individual Identification · Max 1 · Mandatory

      To provide identification of an individual or entity

      The IN1 loop provides information about the test-taker and related individuals who may have requested the testing or, if the test-taker is a minor, have approved the administration of the test.

   2. 0200 · IN2 · Individual Name Structure Components · Max 10 · Mandatory

      To sequence individual name components for maximum specificity

   3. 0300 · REF · Reference Identification · Max 5 · Optional

      To specify identifying information

   4. 0350 · SSE · Entry and Exit Information · Max 1 · Optional

      To provide information concerning the entry into or withdrawal from a school, school program, school district, or postsecondary institution

   5. 0400 · DMG · Demographic Information · Max 1 · Optional

      To supply demographic information

   6. 0500 · IND · Additional Individual Demographic Information · Max 1 · Optional

      To provide additional demographic information to the receiving school, institution, or agency to assist in identifying the particular student

   7. 0600 · LUI · Language Use · Max 5 · Optional

      To specify language, type of usage, and proficiency or fluency

   8. 0700 · N3 · Address Information · Max 1 · Optional

      To specify the location of the named party

   9. 0800 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   10. 0900 · COM · Communication Contact Information · Max 5 · Optional

       To specify a communication contact number

   11. 1000 · RQS · Request for Information · Max >1 · Optional

       To identify a question and a reply

       The RQS segments contain responses to questions about such topics as family income, college preferences, and other supplemental information. The RQS segment identifies the question and the test-taker's response.

   12. 1100 · SCA · Statistical Category Analysis · Max >1 · Optional

       To specify statistical norms and related information associated with testing programs

       The SCA segment describes demographic norms for the test-taker or other related individuals.

   13. EMS Loop Optional Repeat 10

       1. 1200 · EMS · Employment Position · Max 1 · Mandatory

          To describe employment position

          The EMS loop provides employment information about the test-taker and related individuals.

       2. 1300 · N1 · Name · Max 1 · Optional

          To identify a party by type of organization, name, and code

       3. 1400 · DTP · Date or Time or Period · Max 1 · Optional

          To specify any or all of a date, a time, or a time period

2. TST Loop Optional Repeat >1

   1. 1500 · TST · Test Score Record · Max 1 · Mandatory

      To provide information about national, regional, state, or local tests that a student has taken

      The TST, DEG, SST, PCL and ATV loops provide information about the test-taker identified in the IN1 loop.
      The TST loop describes the test results being reported or requested.

   2. SBT Loop Optional Repeat >1

      1. 1600 · SBT · Subtest · Max 1 · Mandatory

         To provide information about subtests that the student has taken

      2. 1700 · SRE · Test Scores · Max 5 · Optional

         To provide scores on tests that a student has taken

      3. 1800 · MSG · Message Text · Max >1 · Optional

         To provide a free-form format that allows the transmission of text information

         The MSG segment contains the text of the essay component of a test.

      4. RAP Loop Optional Repeat >1

         1. 1900 · RAP · Requirement, Attribute, and Proficiency · Max 1 · Mandatory

            To identify requirements, attributes, and proficiencies of students and/or courses

            The RAP segment identifies a specific proficiency, licensing requirement, etc. which the test or test component meets.

         2. 2000 · EMS · Employment Position · Max 1 · Optional

            To describe employment position

            The EMS describes a position the requirements for which the test or test component meets.

      5. SCA Loop Optional Repeat >1

         1. 2100 · SCA · Statistical Category Analysis · Max 1 · Mandatory

            To specify statistical norms and related information associated with testing programs

            The SCA loop provides statistical analysis and norms for the test or test components.

         2. 2200 · FOS · Field of Study · Max 1 · Optional

            To provide the receiving institution or agency with information about a course or field of study associated with an academic program

            The FOS segment together with the SCA segment describe the predicted degree of success the test-taker might expect upon entering specific academic programs.

      6. N1 Loop Optional Repeat 1

         1. 2300 · N1 · Name · Max 1 · Mandatory

            To identify a party by type of organization, name, and code

            The N1 loop describes the testing center or the place where the test or test component was administered.

         2. 2400 · N3 · Address Information · Max 1 · Optional

            To specify the location of the named party

         3. 2500 · N4 · Geographic Location · Max 1 · Optional

            To specify the geographic place of the named party

         4. 2600 · PER · Administrative Communications Contact · Max 1 · Optional

            To identify a person or office to whom administrative communications should be directed

3. DEG Loop Optional Repeat 5

   1. 2700 · DEG · Degree Record · Max 1 · Mandatory

      To provide the receiving institution or agency notice of academic awards made to the student whose record is being transmitted

      The DEG loop describes the test-taker's academic degree goals and field of study interests.

   2. 2800 · FOS · Field of Study · Max 5 · Optional

      To provide the receiving institution or agency with information about a course or field of study associated with an academic program

4. SST Loop Optional Repeat 10

   1. 2900 · SST · Student Academic Status · Max 1 · Mandatory

      To provide information concerning the student's eligibility to return to the reporting institution, enrollment status, residency for fee purposes, and date and type or status of high school graduation

      The SST loop provides information about the high schools the student has or is attending, along with self-reported course work, credit hours, GPA, etc.

   2. 3000 · SSE · Entry and Exit Information · Max 1 · Optional

      To provide information concerning the entry into or withdrawal from a school, school program, school district, or postsecondary institution

   3. 3100 · SUM · Academic Summary · Max 1 · Optional

      To provide summary information for an academic session, a postsecondary degree, or for the entire student academic record

   4. 3200 · FOS · Field of Study · Max >1 · Optional

      To provide the receiving institution or agency with information about a course or field of study associated with an academic program

      The FOS segments provide information about high school course work or subjects the test-taker has taken.

   5. 3250 · RQS · Request for Information · Max >1 · Optional

      To identify a question and a reply

   6. N1 Loop Optional Repeat 1

      1. 3300 · N1 · Name · Max 1 · Mandatory

         To identify a party by type of organization, name, and code

         The N1 segment identifies the high school.

      2. 3400 · N3 · Address Information · Max 1 · Optional

         To specify the location of the named party

      3. 3500 · N4 · Geographic Location · Max 1 · Optional

         To specify the geographic place of the named party

      4. 3570 · COM · Communication Contact Information · Max 5 · Optional

         To specify a communication contact number

5. PCL Loop Optional Repeat 25

   1. 3600 · PCL · Previous College · Max 1 · Mandatory

      To provide the receiving educational institution or agency with information concerning the student's previous postsecondary education experience

      The PCL loop provides information about the test-taker's current or previous experiences at post-secondary institutions.

   2. 3700 · N3 · Address Information · Max 1 · Optional

      To specify the location of the named party

   3. 3800 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   4. 3900 · SSE · Entry and Exit Information · Max 1 · Optional

      To provide information concerning the entry into or withdrawal from a school, school program, school district, or postsecondary institution

   5. 4000 · FOS · Field of Study · Max >1 · Optional

      To provide the receiving institution or agency with information about a course or field of study associated with an academic program

      The FOS segment provides information about the course work or subjects that the test-taker has taken at post-secondary institutions.

   6. DEG Loop Optional Repeat 10

      1. 4100 · DEG · Degree Record · Max 1 · Mandatory

         To provide the receiving institution or agency notice of academic awards made to the student whose record is being transmitted

         The DEG loop provides information about degrees, majors, minors, and fields of study which the test-taker has completed or pursued at post-secondary institutions.

      2. 4200 · SUM · Academic Summary · Max 1 · Optional

         To provide summary information for an academic session, a postsecondary degree, or for the entire student academic record

      3. 4300 · FOS · Field of Study · Max 30 · Optional

         To provide the receiving institution or agency with information about a course or field of study associated with an academic program

6. ATV Loop Optional Repeat >1

   1. 4400 · ATV · Student Activities and Awards · Max 1 · Mandatory

      To identify the activities in which a student has been involved, awards and honors the student has received, significant achievements, including employment, or publications

      The ATV loop describes the test-taker's activities, awards and accomplishments.

   2. 4500 · EMS · Employment Position · Max 1 · Optional

      To describe employment position

   3. 4600 · DTP · Date or Time or Period · Max 1 · Optional

      To specify any or all of a date, a time, or a time period

      The DTP segment contains the date or range of dates that the test-taker participated in an activity.

7. 4700 · SE · Transaction Set Trailer · Max 1 · Mandatory

   To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)