Author Archives: mcveyc

Wading through the mods and forms

Over the past 18 years, we have generated lots of ways to make Banner give us the information we want in the format we want. Some of those have been created via Banner mods (modifications – see Glossary) and some via Oracle forms. Because Banner 9 is so different, we need to be sure any needed mods or forms will work the way we expect – and that may mean rewriting.

The project team tackled the mods first – business office team members leading the discussions. Here is what we found:

Keep: Will Require Project Resources Keep: No Update Needed  Other Retire Totals
Advancement 0 2 0 0 2
Financial Aid  1 2 0 2 5
Finance 2 2 0 1 5
General 1 28 1 6 16
HR 7 4 1 6 18
Student 12 13 1 14 40
Bursar 4 7 0 2 13
Grand Total 27 38 3 31 99

Currently, the teams are looking at the 130 plus Oracle forms that will need attention. Like the mods, the approach will be first to determine who owns or uses the form, is it still needed, and, if needed, what is the estimated cost of rewriting. Watch for more info on Banner forms soon!

Banner 9 Update: 4/10/17


  • Business analysts and client subject matter experts are in the final stages of reviewing mods to determine the appropriate disposition: retire, rewrite, keep with no change.
  • Preparing a presentation of the mods recommendations for the IT governance group, the CCIC (Continuous Improvement and Change Committee). This group owns the final decisions regarding the direction each mod will take
  • Began scheduling process for Mods Review with Ellucian


  • Received a statement of work (SOW) from a potential vendor (SIG) for Extension Training.


  • Received and applied feedback from committee and staff feedback on Charter


  • Continued breakdown of high-level timelines
  • Continued work on draft Communication Plan
  • Interviewed Application Architect candidates
  • Placed Action Item Log on Google for all team members to review/update

Plan for the Journey: March 27

Program manager, Frank Pahlke, was onsite the week of 3/27 and the core team focused on lots of project logistics. Here are some of the highlights:

  • Presented draft project charter to the Implementation Committee at its regular meeting.
  • Continued to plan training on the Ellucian Extension tool for IT Services developers.
  • High-level project timeline being broken down into more granular plans.
  • Mods are being reviewed by staff who use them and by IT developers. Each will be rated by its future state: retire, keep as is, or keep but rewrite. The core team is engaging Ellucian to review all mods that are to be kept to ensure plans align with best practices.
  • The project core team moved to their new project space in Boyd Hall.

Mods vs. Modules

During this adventure, you will hear reports about Banner “mods” and Banner “modules”. These are not the same thing.

“Mods” is short for modifications. Many Miami-specific customizations have been written over the years. IT Services uses the term “mods” to refer to customizations that have been created by rewriting pieces of baseline Banner code.

“Modules” is how Ellucian/Banner refers to the various parts of Banner. There are Banner Financial, Banner Student, Banner Workflow, and many more Banner modules that are or could be part of Miami’s Banner environment.