Lumen Courses: Discontinuation of Obsolete Courses Process

An annual review of course offering activity will be conducted by the Office of the Registrar (RO) and Data, Academic Planning & Institutional Research (DAPIR). The procedural steps of this review are outlined below and subject to change as the process is put into effect. This is not the policy document. For the Obsolete Course Policy, see the Policy Library: https://policy.wisc.edu/library/UW-1007.

Simplified Overview and Timeline

Contents:

Course Identification
Communication to Schools/Colleges
Initiating the Discontinuation Process
Approving, Scheduling, or Requesting a Waiver
Data Visualizations
SIS CACT Attributes

Simplified Overview and Timeline

Flow Chart

Timeline

Simplifed overview of the timing and actions required.
Timing	Action(s)
September	Obsolete course identification; deactivation of courses that were not offered per the scheduling/waiver allotments.
Mid-October	School/College partners notified that the process is kicking off with a list of the identified courses.
Late-October	DAPIR submits deactivation proposals.
Nov-Feb	Subject owners make decisions on obsolete courses (approve, notify to schedule, submit waivers).
Fall course changes deadline UCC meeting	Obsolete course waivers reviewed/considered.
After the deadline meeting	DAPIR submits deactivation proposals for courses incomplete/not flagged to be offered for summer/fall.

Course Identification

Per the Discontinuation of Obsolete Courses policy, courses slated for deactivation include any course that:

has not been taught on campus (i.e., offered with enrollment) in at least six years,
was created at least six years ago but were never taught, and/or
has only been used for study abroad or transfer equivalency.

The following table defines the parameters of courses included/excluded in the list:

Mock-up of the upcoming terms included or excluded from the obsolete course process.
Obsolete year to process (Fall term)	fall term	If taught in this term (or more recent) is excluded from the obsolete deactivation list (term -60).	Not taught since this term, are included in the deactivation list (term -60)
2024-2025	1252	1192	1186
2025-2026	1262	1202	1196
2026-2027	1272	1212	1206
2027-2028	1282	1222	1216
2028-2029	1292	1232	1226
2029-2030	1302	1242	1236
2030-2031	1312	1252	1246
2031-2032	1322	1262	1256

In the weeds

Timing

The query to produce the list is run on the 10^th day of classes of the fall term, in part to determine the enrollment of the previous year’s obsolete course list (if scheduled or approved for the waiver extension).
The list of courses not taught in the last 6 years is determined no later than October 1 to be processed after the Guide mid-cycle update.

Query

The obsolete course list includes the last term taught (offered with enrollment on campus) and last term used (including taught, transfer, or study abroad) determined by using current (fall) and subtracting 6 years. The obsolete list includes the fall term of the current year, but will not include spring if taught 6 years 1 term.

The data is sorted into four buckets:

Courses that have not been taught in 6 years.
Courses never offered.
The previous year’s obsolete courses flagged as “will be offered.”
Courses that were approved for an extension (“Policy exemption granted”).

Courses in bucket 1 & 2 are candidates for the obsolete course process.
Courses in bucket 3 & 4 are discontinued administratively by the RO depending on the SIS CACT value.
- Courses with the CACT ‘O’ or CACT ‘A’ attribute/value with an effective date of fall the previous year (e.g., Fall 2020 for the list produced in Sept 2021) that did not have enrollment in the previous three terms will be inactivated (including the current fall term, the previous summer term, and the previous spring term). Stated another way, these courses must be offered with enrollment in any of the terms of the current calendar year (e.g., Spring 2021, Summer 2021, or Fall 2021 for the list produced in Sept 2021.)
- The current fall term (e.g., Fall 2021) will be the effective date of inactivation and the course will be assigned the CACT ‘OI’ attribute value indicating it was intended to be offered, but did not have enrollment. The RO submits a Lumen deactivation proposal with an effective date of the current term.
- For courses that were offered with enrollment (CACT 'O' or CACT 'A') within the appropriate time frame will receive a new row in SIS removing the CACT attribute. No additional changes are made.

Communication to Schools/Colleges

DAPIR sends the list of obsolete courses to the school/college curriculum coordinators, with encouragement to notify their departments of the policy and process. The communication includes the following:

The UCC/UAPC approved Discontinuation of Obsolete Courses policy.
The list of obsolete courses.
The requirements and deadlines for scheduling a course included on the list within the next year if the department wishes to continue the offering.
How to request a waiver if the course is to be offered within the next two years.
Timeline of key dates and deadlines for the obsolete course process.

Initiating the Discontinuation Process

DAPIR submits the obsolete courses for the current fall effective date/term.
1. The proposal includes the reason for discontinuation, the last term taught, and the last term used (offered with enrollment, or used in a study abroad or transfer equivalency) and actions departments may take if they choose to retain the course.
2. If a course is in-progress, DAPIR will work with the school/college academic planner for the appropriate action.
Subject owners (department chairs) must make a determination on the obsolete course.
1. Lumen generates an email to subject owners, which is how subject owners are notified. This notification is the same as all other course proposal approval requests.
2. When a course is cross-listed, the subject listed first alphabetically will be selected if the course has not previously had a proposal completed through Lumen Courses.

Help

To see who a subject approver for a particular subject is, see the Lumen Tools data viz.
To see which courses are slated for the obsolete course inactivation, see the Lumen Tools data viz.

Standard deactivation language

Approval, Scheduling, or Requesting a Waiver

If a course in any of the following scenarios has been offered with enrollment, the deactivation course proposal will be ‘shredded,’ or removed (putting the course back on the shelf as an active course). The six-year clock will restart.

Approving an obsolete course for discontinuation

If the department agrees the course should be discontinued, the subject approver must approve the course discontinuation in Lumen. Subject owners for a cross-listed course must communicate with each other if there is any interest in scheduling the course or submitting a waiver request. See the following kb for more information on approving courses: https://kb.wisc.edu/lumen/78922.

To navigate to the approval pages (not at the cross-listed step):

Following the link provided in the email
Navigating to the Approve Pages site (selecting the appropriate subject from the drop-down).

If a the course is at the CrosslistedSubjs step of workflow, navigate to the approval by:

Following the link provided in the email sent for approval
Navigating to the https://next-guide.wisc.edu/courseadmin/ page and search for the course by [subject] [catalog number] or course key (found at the very bottom of the course form – see this kb for more on how to find course keys: https://kb.wisc.edu/lumen/89210).

Notes

The workflow for approval of courses that are discontinued through the obsolete course process is shorter than the standard workflow: department > cross-listed departments (if applicable) > Office of the Registrar (PeopleSoft step).
Programs using the discontinued course will be notified with a distinct email from Lumen indicating that they need to remove the course from their curriculum. Emails from Lumen are automatically generated and replies to this email address are not monitored.

Scheduling

If you plan to schedule the course within the next three terms (Spring, Summer, or following Fall), email lumen@provost.wisc.edu. Include the subject, catalog number, and indicate that you would like to schedule the course, and which term you will offer the course. If a course is not offered or does not have enrollment, the course will be administratively deactivated the following fall (ie: identified as obsolete in fall 2020, slated to be offered, did not offer/have enrollment in fall 2021).

In the weeds

If a subject owner requests to schedule a course, DAPIR shreds the proposal and the RO adds the course attribute CACT value ‘O’ to flag the course (effective fall of the current academic year; e.g., Fall 2020 for the 2020-2021 academic year).
After the UCC meeting where obsolete courses/course changes effective fall (deadline) are considered, DAPIR reviews the rest of the list of obsolete courses.
1. Any courses scheduled for spring, summer, or fall will not be deactivated. If these have obsolete/deactivation proposals in-progress, the proposals will be 'shredded.'
2. Any courses where the subject owners communicated their intent to schedule to DAPIR but have not yet scheduled, will not be deactivated. If these have obsolete/deactivation proposals in-progress, the proposals will be 'shredded.'
3. Any courses not scheduled for spring, summer, or fall and/or subject owners have not communicated their intent to schedule a course for summer or fall will be administratively deactivated.
If a course was slated for the obsolete course process and was scheduled for summer or fall but did not have enrollment by the 10^th day of class in September, the RO submits an administrative course proposal (admin save) with the "Obsolete Course Process" workflow, the current fall term as the effective date, the rationale below for deactivation, and adds the CACT ‘OI’ value in SIS. Eligible courses will be archived at the end of the term through the standard archival process.

Examples

If a course identified through the obsolete course process in Fall 2020 (term 1212) is offered with enrollment in Spring (term 1214) by the course change deadline for fall courses, the course will not be discontinued and the six-year clock will restart.
If a course identified through the obsolete course process in Fall 2020 (term 1212) is scheduled for Summer or Fall 2021 (terms 1216 or 1222) by the course change deadline for fall courses, the discontinuation proposal will be shredded. The course must have/or had enrollment by the 10^th day of class of the term in Fall 2021 (term 1222) to retain the course. If not, the RO will create a discontinuation proposal effective Fall 2021 (term 1222) and will discontinue the course.

Standard deactivation language: Scheduled, not offered

Requesting a Waiver

If the department will not be offering the course in the immediate Spring, Summer, or Fall terms but intends to teach the class within two years (from initial identification), it must:

Request a course waiver and submit an obsolete course change waiver proposal. Email lumen@provost.wisc.edu, include the subject, catalog number, and that you are requesting a waiver. DAPIR will shred the discontinuation proposal, initiate a course change proposal by editing and saving the course, flag it as an obsolete course waiver, and provide more information on next steps for approval.
Complete the course change proposal, i.e. obsolete course waiver request. There are additional questions on the form relating to the course not being taught in six years that need to be addressed.
Ensure the course has an up-to-date title, description, requisite, learning outcomes, and syllabus, along with any additional required elements of the proposal.
Submit the course proposal by the course change deadline for fall.

A waiver must be reviewed and approved by the subject, any cross-listing subjects, school/college, and the University Curriculum Committee (UCC). If approved, the department must offer the course with enrollment to retain the course within the allotted time frame.

If approved, the RO will add the CACT ‘A’ value to the course with an effective date of the following fall term (e.g., Fall 2021 if approved in Spring 2021).

If a course is not taught with enrollment within the two-year window (starting the term in which the course was initially identified through the obsolete course policy), the course will be inactivated without additional notification. The two-year window includes the year in which the process kicks off (see below for an example).

In the weeds

Standard deactivation language: Waiver, not offered

No Response

If there is no response by the deadline, DAPIR administratively approves the discontinuation proposals for all obsolete courses and the RO will update SIS with the CACT "I" value.

No response is determined by:

A course still in workflow that hasn’t been approved by the department or cross-listed departments by the UCC fall course change deadline meeting.
A waiver has not been completed and reviewed by the UCC by the fall course change deadline meeting. Note: this deadline means that a waiver must be approved by the associated school/college(s) usually no later than the end of January.
An obsolete course discontinuation proposal is ‘rolled back’ out of workflow.
1. If a course proposal is rolled out of workflow (to the proposer) by the department approver, cross-listed subject(s), or school/college approver, DAPIR will re-submit the proposal to workflow.

Standard deactivation language: No action or incomplete

Data Visualizations

The status of a course in the obsolete course process can be tracked in the Lumen Tools data viz.

Important notes:

The data viz uses Lumen data, which means it refreshes every morning. Any changes made during any given work day will not show up until the next day.
This data viz tracks proposals that are slated for deactivation and are in workflow, and obsolete course waivers (course change proposals).
Any course where the subject indicated they plan to offer a course will not show up in this data viz.

Course Attribute	Course Attribute Value	Description	Formal Description	Effective Date Notes
CACT	A	Policy exemption granted	Obsolete Course Policy exemption appeal granted	Added with an effective date for the following fall term. Example: If waiver approved March 2020, course change effective date will be Fall 2020.
CACT	AI	Course was not offered after appeal	Course inactivated as was not offered after approved appeal	Added with an effective date of the current term (same as deactivation term). Example: If course had approved waiver effective Fall 2020 and was not offered nor had enrollment, the course will be inactivated for Fall 2021.
CACT	E	Course exempted from policy	Obsolete Course Policy exempts course inactivation
CACT	I	Course inactivated per policy	Course inactivated per Obsolete Course Policy	Added with an effective date of the current term (same as deactivation term). Example: If discontinuation proposal is approved Fall 2020, course will be discontinued effective Fall 2020.
CACT	O	Course will be offered	Course will be offered in next three terms	Added with an effective date for the fall of the current academic year. Example: If identified through the policy in Fall 2020 and course is planned to be offered in Spring, Summer, or Fall 2021, a new row in SIS will be added with an effective date of Fall 2020.
CACT	OI	Course was not offered	Course inactivated as was not offered as planned	Added with an effective date of the current term (same as deactivation term). Example: If course identified through the obsolete course policy process in Fall 2020 and was not offered nor had enrollment, the course will be inactivated for Fall 2021.

Lumen Courses: Discontinuation of Obsolete Courses Process

Lumen Courses: Discontinuation of Obsolete Courses Process

Course Identification

In the weeds

Timing

Query

Communication to Schools/Colleges

Initiating the Discontinuation Process

Help

Standard deactivation language

Approval, Scheduling, or Requesting a Waiver

Approving an obsolete course for discontinuation

Notes

Scheduling

In the weeds

Examples

Standard deactivation language: Scheduled, not offered

Requesting a Waiver

In the weeds

Example

Standard deactivation language: Waiver, not offered

No Response

Standard deactivation language: No action or incomplete

Data Visualizations

SIS CACT Attribute Value Meaning

See Also