NSLDS Basics Presented by Douglas Vore Montgomery County

NSLDS Basics Presented by Douglas Vore Montgomery County Community College Resource: 2012 FSA Conference

NSLDS BASICS Using NSLDS for daily activities Checking Aggregates Enrollment Reporting Transfer Student Monitoring Requesting and Receiving Reports

CHECKING AGGREGATES Aggregates are calculated in real-time when you retrieve a student on the NSLDS Professional Access Site (NSLDSFAP) May be different from the last ISIR or last time student/borrower data was retrieved Aggregate loan information is separated into undergraduate and graduate loan totals The undergraduate aggregate section will display only if the student has undergraduate loans and the graduate aggregate section will display only if the student has graduate loans

CHECKING AGGREGATES Undergraduate/Graduate Award Year is determined based on the “loan period begin date” from the most recently reported undergraduate/graduate loan for the student The Dependency Status Indicator identifies the dependency status used in the student’s undergraduate/graduate loan limits determination

CHECKING AGGREGATES

CHECKING AGGREGATES Exceeds Loan Limits warning symbols for graduate and undergraduate borrowers Click the link for the Exceeds Loan Limit warning symbol to display those loans that were attributed to the applicable loan limit overage

CHECKING AGGREGATES EXAMPLE Click the Link

AGGREGATE EXAMPLE CLICK RESULT

AGGREGATE EXAMPLE CLICK RESULT

ENHANCEMENTS FOR ENROLLMENT REPORTING New Enrollment Reporting File Format Enrollment Reporting Profile with options to: Establish reporting file preferences Set up a location as the Administrator Change schedule Request ad hoc roster See Quarterly Certification report For more information see NSLDS Newsletter 39 and NSLDS Newsletter 40 on IFAP

NEW ENROLLMENT REPORTING FILE FORMAT OPTIONS New Enrollment Reporting File Format Enhanced Enhanced (CSV) file Enhanced Language Fixed Width flat file Comma Separated Values eXtensible Markup (XML) file Layouts posted to NSLDS Record Layouts section on the IFAP Web site on 4/6/12

NEW ENROLLMENT REPORTING FILE FORMAT OPTIONS Transition to new format by March 31, 2013 Indicate file type choice on NSLDS new Enrollment Reporting Profile page Current file format will be used until a new format is selected on the NSLDS Professional Access Web site

ENROLLMENT REPORTING PROFILE

USE PROFILE PAGE FOR PREFERENCES

UPDATE FILE PREFERENCES BY MARCH 31, 2013

ENROLLMENT SPREADSHEET SUBMITTAL The Enrollment Spreadsheet Submittal Format, will be posted in early December 2012 to the "Software and Associated Documents" section of the Federal Student Aid Download (FSAdownload ) Web site It will include: Enrollment Spreadsheet Submittal Instructions Guide Enrollment Spreadsheet Submittal Format There is also information in the NSLDS Enrollment Reporting Guide posted on IFAP November 20, 2012

USING SPREADSHEET SUBMITTAL Create a file You can create your own You can import a file to a spreadsheet, such as the Enrollment Roster file in CSV sent via SAIG Make sure the first tab is named “upload file” Save as a spreadsheet file with an extension of .xls or .xlsx (Excel format) Open the Enrollment Submittal link under the Enroll Tab

ENROLLMENT SUBMITTAL PAGE

ERROR COUNT AND POP UP BOX TO VIEW RESULTS

RESULTS SPREADSHEET

TRANSFER STUDENT MONITORING (TSM) PROFILE Tells NSLDS: Who is responsible Mailbox that will be used to send Inform files How long to monitor How/where alerts are to be received

TSM PROFILE

TSM TIME PERIOD Monitoring Period can be set by school Default period is 90 days It can be changed to a value from 30 to 120 days Designated number of days all the students are monitored beyond the Enrollment Begin Date

TSM PROFILE UPDATE

TSM RE-POPULATE Re-populate the TSM list page of those students previously added to the Inform process and used during a prior monitoring period Allows schools to select and update students from a Web page FAA can continuously add from one monitoring time

TSM RE-POPULATE

NSLDS REPORTS NSLDS has 3 types of reports: On-demand reports sent to the requestor’s SAIG TG Mailbox Web reports that provide an immediate PDF or Excel file Scheduled reports that are created at specific intervals and delivered to a designated SAIG TG Mailbox

NSLDS REPORT LIST

NSLDS WEB REPORT LIST

NSLDS SCHEDULED REPORTS Set up under the Org tab, School Profile page Define the profile for the report Reporting Type includes options for Comma Delimited, Fixed Width, or Report (pre-formatted) For some Exit Counseling reports, when selecting Comma Delimited or Fixed Width Reporting Types, a user may also indicate an Extract Format of either NSLDS or Direct Loan Frequency includes the following schedule options for report delivery: Daily (generated and distributed Monday through Friday) Weekly (generated and distributed every Thursday) Monthly (generated and distributed every 8 th day of the month) Quarterly (generated and distributed every 8 th day of the first month of each calendar quarter—January, April, July, and October) Cancel (to stop report delivery)

NSLDS SCHEDULED REPORTS Set up under the Org tab, School Profile page, continued Define the profile for the report Frequency includes the following schedule options for report delivery: Daily (generated and distributed Monday through Friday) Weekly (generated and distributed every Thursday) Monthly (generated and distributed every 8 th day of the month) Quarterly (generated and distributed every 8 th day of the first month of each calendar quarter— January, April, July, and October) Cancel (to stop report delivery)

NEED MORE HELP CONTACT: NSLDS Customer Support Center Phone: 800-999-8219 Toll: 785-838-2141 Fax: 785-838-2154 Web: www.nsldsfap.ed.gov E-mail: [email protected]