Tool Search: Ed-Fi
This article describes the steps you should take in order to enable Ed-Fi for the 2023-2024 school year.
Configuring Ed-Fi for the 2023-2024 School Year
Step 1. Update to the most recent version of Campus
In order to have the schema and logic in place, it is critical you update to the most recent version of Campus. Failure to do this will result in an inability to properly report data for the current 2023-2024 school year.
Step 2. Enable Ed-Fi functionality
Enable Ed-Fi functionality via the Enable Ed-Fi system preference (System Settings > System Preferences > System Preferences > Enable Ed-Fi).
- Yes = Ed-Fi functionality is enabled and Ed-Fi data will sync from Campus to the Ed-Fi system (if properly enabled via Ed-Fi Configuration tools).
Tools Only = You are able to fill out Ed-Fi fields (such as Ed-Fi ID) within Campus but this data will not sync to the Ed-Fi system until this field is set to Yes. This is especially useful when setting up Ed-Fi IDs for students within a school or district so that data properly syncs between Campus and Ed-Fi prior to enabling it.
No = Ed-Fi functionality is not enabled for the district and users cannot access Ed-Fi tools within Campus.
Enable Ed-Fi Drop List
Step 3. Create a New Ed-Fi Configuration for 2023-2024
Create an Ed-Fi configuration for the 2023-2024 school year.
Ed-Fi Connection Detail
To do this:
- Navigate to the Ed-Fi Connection Configuration tool.
- Select New.
- Select the Connection Type, select State.
- Enter a Connection Name.
- Select a School Year.
- Enter the following values:
Field Value Ed-Fi Connection Type State O-Auth URL https://dataexchange.doe.in.gov/ API URL https://dataexchange.doe.in.gov/ Post-Amble /data/v3/2024 ID Post-Amble /identity/v2/idoe Timeout in Seconds This field defaults to a value of 60 seconds and determines (in seconds) the amount of time allowed to pass before the connection between Campus and Ed-Fi is considered timed out and Ed-Fi events are not processed. These Ed-Fi events are then re-processed the next time a quartz job runs. Connection Credentials Add Multiple Credentials Turn on this feature if there are multiple districts using the same instance of Infinite Campus to create multiple connections to the state ODS within the same school year.
Users need to enter a Credential Name, Client Key, and Client Secret for each credential. Sites that have multiple districts need to populate the District Number field in order for data to report correctly. Users also need to select the School(s) that will be using each credential.
Client Key The Client Key is provided by the state. Client Secret The Client Secret is provided by the state. Test Connection Click the Test Connection button to ensure configuration values are correct and a connection to Ed-Fi has been made. This test should be done prior to selecting the Save option and creating the new connection. Auto mapping will NOT work if the initial connection is not properly configured. - If desired, a certificate can be imported for the Ed-Fi configuration. For more information, please see the 'Import Certificates' section of the Ed-Fi Configuration article.
- Click the Save button.
Step 4. Set Ed-Fi Tool Rights
Set the Ed-Fi Tool Rights. Review the Ed-Fi Tool Rights article for more information.
Ed-Fi Tool Rights
Step 5. Set Resource Preferences
Resource Preferences determine what information is sent to Ed-Fi. These options apply to all schools within the district. If the state did not request a resource, it does not appear in this list. Infinite Camps auto maps the majority of codes for the user. However, auto mapping does not occur when the dictionary is unlocked (user can create custom codes) or when the mapping is dependent on dates / terms (like the Sessions resource).
Auto mapping can only occur if the user creates a successful connection (see Step 3). If the initial connection creation was not configured correctly, it will not properly auto-map.
Manual mapping is needed for the following resources:
- Calendars
- Grade Levels
- Grades
- Grading Periods
- Sessions
- Staff Education Organization Assignment Associations
- Student Parent Associations
Step 6. Assign Ed-Fi IDs
Assign Ed-Fi IDs under the Person Identifiers section of the Demographics page. See the Ed-Fi IDs (Indiana)article for detailed information.
Ed-Fi ID
Step 7. Toggle Resource Preferences to On
Toggle Resources to 'On' in Resource Preferences in System Administration > Ed-Fi > Ed-Fi Configuration > Resource Preferences once all data setup is complete.
Step 8. Perform a Resync for the 2023-2024 Scope Year
Once the new Ed-Fi configuration is in place and data has been properly reviewed, an ordered resync should be completed. This is completed using the Resync tool.
Resync
To do this:
- Navigate to the Resync tool (Reporting > Ed-Fi > Resync).
Select the appropriate Configuration.
Select the appropriate Schools.
Select the resources to resync. The following is the recommended resync order.
Note: On the first resync for 2023-2024, it is recommended to turn on one resource at a time. This enhances performance for massive data resyncs and allows you to deal with specific errors one resource at a time. After the first resync, all resources can be left on.Recommended Resync Order Indiana Ed-Fi v3.6
# Category Resources 1 Schedule Information Calendars Calendar Dates 2 Grade Information Grading Periods Grades 3 Schedule Information Class Periods Locations Sessions 4 Schedule Information Sections Course Offerings 5 Student Information Students Student School Associations Student Education Organization Assessment Accommodations Student Education Organization Associations
Student Education Organization Responsibility Associations 6 Staff Information Staffs Staff Education Organization Assignment Associations Staff Education Organization Contact Associations 7 Parent Information Parents Student Parent Associations 8 Program Information Programs Student Alternative Education Program Associations Student Curricular Materials Program Associations Student Program Associations Student Special Education Program Association Student Title I Program Association 9 Schedule Information Staff Section Associations Student Section Associations 10 Attendance Information Student School Attendance Events Note: On the first ever Student School Attendance Event resync, it is recommended to do the resync in smaller chunks using the Date Ranges.11 Discipline Information Discipline Actions Discipline Incidents Student Discipline Incident Behavior Associations 12 Grade Information Course Transcripts Student Academic Records Once data sets have been marked and you are ready to resync, select the Start Resync button.
Once Resource Preferences have been selected, a valid configuration is made, Ed-Fi ID's have been assigned, and a resync has been completed, data will flow properly from Campus to Ed-Fi. Any errors that occur can be viewed in the Ed-Fi Error Log.
Step 9. Update Ed-Fi Attendance Resync Scheduled Task
The Ed-Fi Attendance Resync scheduled task must be updated each year. Please refer to the Indiana Ed-Fi Scheduled Tasks article for more information.
Beginning of New School Year
For a general (not Ed-Fi specific) checklist of activities that should be performed within Infinite Campus at the beginning of a new school year, please see the Beginning of School Year Process article.
