This chapter provides an overview of Enrollment Planning Service (EPS) market codes and discusses how to:
Set up code types for EPS organizations.
Load EPS market codes.
View EPS load results.
Assign EPS market codes to an organization.
Purge EPS market codes.
EPS™ (Enrollment Planning Service) is a geographic and demographic data service offered annually by the College Board to Colleges and Universities. EPS provides information to subscribing institutions about competitors, feeder schools, and demographic strengths and weaknesses. EPS market codes are proprietary market codes owned by the College Board and are used to categorize external organizations and people into geographical areas, mostly in the United States. Some admissions offices use EPS market codes to focus their recruiting efforts in geographic areas in which they believe they will be the most successful. Note that there is a license agreement that you must sign with the College Board to use the EPS geomarket data. However, an institution is not required to purchase EPS to use the PeopleSoft EPS market code functionality.
PeopleSoft Campus Solutions does not provide EPS data; however, it does provide an EPS market code load process and lets you automatically assign the market codes to external organizations.
This section discusses how to set up external organization code types.
Page Name |
Definition Name |
Navigation |
Usage |
EXTORGCDTYPE_TABLE |
Campus Community, Organization, Define Organization Data, Ext Org Code Type Table, External Organization Code Type |
Define an EPS market code organization code type. When you load EPS data, the EPS External Load process links the EPS data to the external organization code types that you define. Thus, you identify EPS data by the external organization code type to which you link the data. |
Access the External Organization Code Type page (Campus Community, Organization, Define Organization Data, Ext Org Code Type Table, External Organization Code Type).
Code Type Option |
Select EPS if the external organization code type that you are adding is an EPS market code type. If the code you are adding is not an EPS market code, select None. |
You can load EPS market codes via the EPS External Load Parms (EPS external load parameters) page. You can then view the load results and correct any errors. This section discusses how to run the EPS External Load process.
Page Name |
Definition Name |
Navigation |
Usage |
EPS_LOAD_PARMS |
Campus Community, Organization, Organizations Data Load, EPS Load External Data |
Run the process to load the EPS market codes for the external organization code type that you defined. |
Access the EPS Load External Data page (Campus Community, Organization, Organizations Data Load, EPS Load External Data).
EPS Data Load Options
Load EPS Data |
Select to add EPS data to your system. You must select either the Load EPS Data check box or the Delete EPS Data check box. |
EPS Code Type |
Select the EPS code type that you want to load. Only EPS code types that you defined on the Ext Org Code Type Table page are available for selection. |
Input File |
Enter the drive, directory, and filename path where the EPS market code external data resides. |
EPS Data Delete Options
Delete EPS Data |
Select if you want to delete EPS data. You might perform this action, for example, if you want to remove the previous year's version of the EPS data. |
All |
Select to remove all EPS data. |
Specific Type and EPS Code Type |
Select Specific Type to delete a specific EPS data type. Then choose an EPS Code Type. |
Click the Run button to run the EPS External Load process at user-defined intervals. The process name is CCEPSLOD and the process type is SQR Report.
This section discusses how to view the following data related to the EPS load process:
Zip codes
Market codes
Error messages
Suspense messages
All messages
Page Name |
Definition Name |
Navigation |
Usage |
EPS_ZIP_MRKT_TABLE |
Campus Community, Organization, Define Organization Data, EPS Zip to Market Code |
View the zip code that is related to the market code. After running the EPS Load External Data process, the EPS data is populated into the EPS Zip to Market Code table. |
|
EPS_MRKT_CD_TABLE |
Campus Community, Organization, Define Organization Data, EPS Market Code Table |
View or update the EPS market codes that you loaded through the load process. |
|
EPS_SUSP_DATA |
Campus Community, Organization, Organization Data Load, EPS Suspense, EPS Suspense Data |
View any error messages that may result from the EPS load process. |
|
EPS_SUSP_MESSAGE |
Campus Community, Organization, Organization Data Load, EPS Suspense, EPS Suspense Message |
View the EPS suspense error messages. |
|
EPS_MESSAGE_TABLE |
Campus Community, Organization, Organization Data Load, EPS Messages |
View all of the messages generated by the EPS External Load process. |
Access the EPS Zip to Market Code page (Campus Community, Organization, Define Organization Data, EPS Zip to Market Code).
Market codes can be linked to many external organization code types. You can view market code descriptions on the EPS Market Code Table page.
Access the EPS Market Code Table page (Campus Community, Organization, Define Organization Data, EPS Market Code Table).
Access the EPS Suspense Data page (Campus Community, Organization, Organization Data Load, EPS Suspense, EPS Suspense Data).
Delete |
Select to mark this suspense record for deletion. The system deletes the record when you run the EPS Purge Suspense File process. |
Duplicate Ind (duplicate indicator) |
The load process selects this check box when it finds a duplicate postal code, market name, and market code within the code type. |
Status
OK to Purge |
Select to mark the record for purge. When you run the EPS Purge Suspense File process, this record is purged. |
Completed |
The load process selects this option when the record has been successfully updated. |
Error |
The load process selects this option when it encounters an error, such as a duplicate. The system indicates duplicates by selecting the Duplicate Ind check box. You can decide whether to delete a duplicate record by selecting the Delete check box, or to ignore the duplication by clearing the Duplicate Ind check box. |
Access the EPS Suspense Message page (Campus Community, Organization, Organization Data Load, EPS Suspense, EPS Suspense Message).
Access the EPS Messages page (Campus Community, Organization, Organization Data Load, EPS Messages).
Code Type, Postal, Process Instance, Postal Place, and Record Nbr (record number) |
Use these fields to narrow the selection of messages that you want to display. |
Search |
Click to display the messages based on your search. |
This section discusses how to:
Assign market codes.
View and maintain the organization external codes.
Page Name |
Definition Name |
Navigation |
Usage |
EPS_ASGN_ORG_PARMS |
Campus Community, Organization, Organization Data Load, EPS Assign Organization |
Assign EPS market codes to external organizations. |
|
EXT_ORG_CODES |
Campus Community, Create/Maintain Organizations, External Organization Codes, External Organization Codes |
Display the results of the automated EPS assignment process for a specific external organization. You can also use this page to maintain the EPS market code data for the institution. |
Access the EPS Assign Organization page (Campus Community, Organization, Organization Data Load, EPS Assign Organization).
EPS Delete Option
Delete EPS Data Type and EPS Code Type |
Select to delete EPS data. Select the EPS code type to delete. Use this action, for example, to remove a prior year's version of the EPS data. |
EPS Assign Options
Assign EPS Data Type and EPS Code Type |
Select to assign EPS data to organizations. Select the EPS code type to assign. |
Skip |
Select if you do not want to assign an EPS market code to this organization if this organization already has this EPS market code assigned. |
Replace |
Select if you do want to assign an EPS market code to this organization if this organization already has this EPS market code assigned. |
Org Selection Criteria
Assign EPS Code to All Org (assign enrollment planning service code to all organizations) |
Select to assign EPS market codes to all external organizations. If you select this check box, the School Type field and the fields in the Address Selection group box become unavailable for input. |
School Type |
Select the school type to which you want to assign EPS market codes. If you want to select organizations by using the address fields below, do not select the Assign EPS Code to All Org check box. Instead, select a school type (such as Secondary). |
Address Selection
Use this group box to assign EPS market codes to organizations based on address criteria.
Country and State |
Enter the country and state to select external organizations. |
Postal Code
Use this group box if you want to select external organizations from a certain postal code or postal code range. Select the appropriate option depending on how you want to select by postal code. Select one option only.
Begins With |
Select to choose an organization by a beginning postal code. Enter the beginning postal code in the From field. For example, suppose that one organization has had a 5-digit postal code entered (90068) and one organization has a 9-digit version of the postal code entered (90068-6328). Using a postal code that begins with 90068 will find both organizations. |
Equals |
Select to choose an organization by a specific postal code. Enter the postal code in the From field. |
Range |
Select to choose an organization by a postal code range. Enter the beginning postal code in the From field and the ending postal code in the To field. |
N/A |
Select if you do not want to use postal codes in your selection criteria for the organization. This is the default setting. |
Click the Run button to run the EPS Assign Organization process at user-defined intervals.
Access the External Organization Codes page (Campus Community, Create/Maintain Organizations, External Organization Codes, External Organization Codes).
Ext Org Code Type (external organization code type) |
Enter the external organization code type. If this external organization code type is an EPS code type, then the EPS Postal Code field becomes available for selection (if the external organization code type is not an EPS code type, then the EPS Postal Code field displays but you cannot edit or change this field). |
EPS Postal Code |
Enter the EPS postal code. You can change this field no matter what the assignment process did. |
EPS Market Code and EPS Market Name |
After you enter an EPS postal code, the system displays the EPS Market Code and EPS Market Name from the setup tables. This data cannot be changed on this page. |
This section discusses how to purge EPS suspense files.
Page Name |
Definition Name |
Navigation |
Usage |
EPS_PURGE_PARMS |
Campus Community, Organization, EPS Purge Suspense File |
Purge EPS code records from the suspense file. You can purge all EPS codes or a specific type. |
Access the EPS Purge Suspense File page (Campus Community, Organization, EPS Purge Suspense File).
EPS Code Type
Use this group box to select the EPS market code records that you want to purge from the suspense file.
All Type |
Select to purge all EPS market code type records from the suspense file. |
Specific Type and Purge Code Type |
Select to purge only a specific EPS market code type record from the suspense file. Use Purge Code Type to choose an EPS market type. |
Purge Suspense Record Status
Use this group box to select the type of messages that you want to remove. You must choose at least one.
All |
Select to remove all suspense records, regardless of their status. |
OK to Purge |
Select to remove all suspense records with a status of OK to Purge. |
Completed |
Select to remove all suspense records with a status of Completed. |
Error |
Select to remove all suspense records with a status of Error. |
Click the Run button to run the EPS Purge Program process at user-defined intervals.