Loading and Assigning EPS Market Codes

This chapter provides an overview of EPS market codes and discusses how to:

Set up external organization code types on the Ext Org Code Type Table (external organization code type table) page.
Load the EPS market codes via the EPS External Load Parms (EPS external load parameters) page. If desired, you can then view the load results and correct any errors.
View EPS load results.
Assign EPS market codes to organizations on the EPS Assign Organization Parms (EPS assign organization parameters) page.
Print EPS market codes (if desired) using the EPS Market Codes Table - Run Control page, and purge the EPS suspense files.

Understanding 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.

Setting Up Code Types for EPS Organizations

This section discusses how to set up code types for EPS organizations.

Page Used to Set Up Code Types for EPS Organizations

Page Name	Object Name	Navigation	Usage
External Organization Code Type	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.

Setting Up External Organization Code Types

Access the External Organization Code Type page.

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.

Loading EPS Market Codes

This section discusses how to load EPS market codes.

Page Used to Load the EPS Market Codes

Page Name	Object Name	Navigation	Usage
EPS Load External Data	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.

Running the EPS External Load Process

Access the EPS Load External Data page.

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 wanted to remove the previous year’s version of the EPS data.
All	Select to remove all EPS data.
Specific Type andEPS 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. Process name is CCEPSLOD and process type is SQR Report.

Viewing EPS Load Results

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

Pages Used to View EPS Load Results

Page Name	Object Name	Navigation	Usage
EPS Zip to Market Code	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 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 Suspense Data	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 Suspense Message	EPS_SUSP_MESSAGE	Campus Community, Organization, Organization Data Load, EPS Suspense, EPS Suspense Message	View the EPS suspense error messages.
EPS Messages	EPS_MESSAGE_TABLE	Campus Community, Organization, Organization Data Load, EPS Messages	View all of the messages generated by the EPS External Load process.

Viewing EPS Zip Codes Loaded through the Load Process

Access the EPS Zip to MarketCode page.

Market codes can be linked to many external organization code types. You can view market code descriptions on the EPS Market Code Table page.

Viewing EPS Market Codes Loaded through the Load Process

Access the EPS Market Code Table page.

Viewing EPS Load Process Error Messages

Access the EPS Suspense Data page.

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 the process purges this record.
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. If you encounter a duplicate record, you can decide whether to delete the record by selecting the Delete check box, or whether to ignore the duplication by clearing the Duplicate Ind check box.

Viewing EPS Suspense Messages

Access the EPS Suspense Message page.

Viewing All Messages Generated from Loading EPS Market Codes

Access the EPS Messages page.

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.

Assigning EPS Market Codes to an Organization

This section tells you how to:

Assign market codes.
View and maintain the organization external codes.

Pages Used to Assign EPS Market Codes to an Organization

Page Name	Object Name	Navigation	Usage
EPS Assign Organization	EPS_ASGN_ORG_PARMS	Campus Community, Organization, Organization Data Load, EPS Assign Organization	Assign EPS market codes to external organizations.
External Organization Codes	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.

Assigning Market Codes

Access the EPS Assign Organization page.

EPS Delete Option

Delete EPS Data Type andEPS Code Type

Select Delete EPS Data Type 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 andEPS Code Type	SelectAssign EPS Data Type 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

Select 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.

Viewing and Maintaining the Organization External Codes

Access the External Organization Codes page.

Ext Org Code Type (external organization code type)

Select 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

Select 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 select 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.

Printing and Purging EPS Market Codes

This section discusses how to:

Print EPS market codes.
Purge EPS market codes.

Page Used to Purge EPS Market Codes

Page Name	Object Name	Navigation	Usage
EPS Purge Suspense File	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.

Purging EPS Suspense Files

Access the EPS Purge Suspense File page.

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.

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.

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.

Ext Org Code Type (external organization code type)	Select 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	Select 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 select 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.