EDI 133 Educational Institution Record

Functional Group CW

X12F Finance Subcommittee

This X12 Transaction Set contains the format and establishes the data contents of the Educational Institution Record Transaction Set (133) for use within the context of an Electronic Data Interchange (EDI) environment. The Educational Institution Record conveys descriptive characteristics of postsecondary and elementary/secondary educational institutions. Data contained in this record includes information about institutional location, type, student enrollment, staffing governance, finance, programs, and services at an educational institution.

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. N1 Loop Mandatory Repeat >1

   1. 0400 · N1 · Name · Max 1 · Mandatory

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

   2. 0500 · N2 · Additional Name Information · Max 2 · Optional

      To specify additional names

   3. 0600 · N3 · Address Information · Max 2 · Optional

      To specify the location of the named party

   4. 0700 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   5. 0800 · REF · Reference Identification · Max >1 · Optional

      To specify identifying information

   6. 0900 · COM · Communication Contact Information · Max >1 · Optional

      To specify a communication contact number

Detail

1. HL Loop Mandatory Repeat >1

   1. 0100 · HL · Hierarchical Level · Max 1 · Mandatory

      To identify dependencies among and the content of hierarchically related groups of data segments

      The HL segment identifies the appropriate hierarchical level: State, District, System, Institution. All levels are optional.

   2. 0200 · SCT · School Type · Max >1 · Optional

      To specify school type and associated information

   3. 0300 · OPX · Placement Criteria · Max >1 · Optional

      To provide receiving educational institution or agency with information concerning the placement criteria or status of the student in a program

   4. 0400 · REF · Reference Identification · Max >1 · Optional

      To specify identifying information

   5. 0500 · DEG · Degree Record · Max >1 · Optional

      To provide information about an educational institution's academic award

   6. 0600 · ISI · Institutional Staff Information · Max >1 · Optional

      To provide information about number and type of staff in an institution

   7. 0700 · LQ · Industry Code · Max >1 · Optional

      Code to transmit standard industry codes

   8. 0800 · EDF · Educational Fee Information · Max >1 · Optional

      To specify the type of educational fees assessed at an educational institution

   9. 0900 · DTP · Date or Time or Period · Max >1 · Optional

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

   10. N1 Loop Mandatory Repeat >1

       1. 1000 · N1 · Name · Max 1 · Mandatory

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

          The N1 segment identifies the name of the school or institution described in the following detail. The N1 loop provides information about entities which are being reported under the auspices of the reporting institution previously identified at locations 1/0400-1/0700. (e.g., The medical school associated with an institution may have its own state and federal identifiers and provide some separate information. A school district may report as an aggregate with some individual information supplied for specific schools within the district.)

       2. 1100 · N2 · Additional Name Information · Max 2 · Optional

          To specify additional names

       3. 1200 · N3 · Address Information · Max 2 · Optional

          To specify the location of the named party

       4. 1300 · N4 · Geographic Location · Max 1 · Optional

          To specify the geographic place of the named party

       5. 1400 · PPA · Property Location · Max >1 · Optional

          To identify a physical property location

       6. 1500 · COM · Communication Contact Information · Max >1 · Optional

          To specify a communication contact number

   11. YNQ Loop Optional Repeat >1

       1. 1600 · YNQ · Yes/No Question · Max 1 · Mandatory

          To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

          The YNQ loop provides reponses to questions about the entity identified in the N1 loop at 2/1000, and related quantity and percent information.

       2. 1700 · QTY · Quantity · Max >1 · Optional

          To specify quantity information

       3. 1800 · PCT · Percent Amounts · Max >1 · Optional

          To qualify percent amounts and supply percent amounts

   12. FOS Loop Optional Repeat >1

       1. 1900 · FOS · Field of Study · Max 1 · Mandatory

          To provide information about a course or field of study associated with an academic program

          The FOS segment indicates various fields of study offered by the institution.

       2. 2000 · DEG · Degree Record · Max 1 · Optional

          To provide information about an educational institution's academic award

       3. 2100 · AMT · Monetary Amount · Max >1 · Optional

          To indicate the total monetary amount

   13. SP Loop Optional Repeat >1

       1. 2200 · SP · Special Program · Max 1 · Mandatory

          To provide the receiving educational institution or agency with information concerning the student's participation in special education programs or other programs and services

       2. 2300 · REF · Reference Identification · Max >1 · Optional

          To specify identifying information

       3. 2400 · NM1 · Individual or Organizational Name · Max >1 · Optional

          To supply the full name of an individual or organizational entity

          The NM1 segment identifies persons or other entities associated with the special program offerings.

   14. SLA Loop Optional Repeat >1

       1. 2500 · SLA · School Accreditation and Licensing · Max 1 · Mandatory

          To provide educational institution accreditation, affiliation, and licensing information

       2. 2600 · FOS · Field of Study · Max >1 · Optional

          To provide information about a course or field of study associated with an academic program

          The FOS segment identifies fields of study associated with accreditation or licensing.

       3. 2700 · REF · Reference Identification · Max >1 · Optional

          To specify identifying information

       4. N1 Loop Optional Repeat 1

          1. 2800 · N1 · Name · Max 1 · Mandatory

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

             The N1 loop provides information about an agency other than those agencies coded in the SLA segment which supplied the accreditation, licensing, or affiliation.

          2. 2900 · N2 · Additional Name Information · Max 2 · Optional

             To specify additional names

          3. 3000 · N3 · Address Information · Max 2 · Optional

             To specify the location of the named party

          4. 3100 · N4 · Geographic Location · Max 1 · Optional

             To specify the geographic place of the named party

   15. ENM Loop Optional Repeat >1

       1. 3200 · ENM · School Enrollment Data · Max 1 · Mandatory

          To specify education enrollment information

       2. 3300 · FOS · Field of Study · Max 1 · Optional

          To provide information about a course or field of study associated with an academic program

       3. 3400 · QTY · Quantity · Max >1 · Optional

          To specify quantity information

       4. 3500 · NTE · Note/Special Instruction · Max >1 · Optional

          To transmit information in a free-form format, if necessary, for comment or special instruction

   16. ATV Loop Optional Repeat >1

       1. 3600 · 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

       2. 3700 · REF · Reference Identification · Max >1 · Optional

          To specify identifying information

2. 3800 · 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)