Tool Search: Ed-Fi Configuration
The Ed-Fi Configuration tool is used to establish Ed-Fi data resources.
Ed-Fi ConfigurationsPrerequisites
- Ed-Fi functionality must be enabled via the Enable Ed-Fi System Preference.
- Ed-Fi should be properly configured via the Ed-Fi Configuration tool.
Resource Preferences
Resource Preferences determine which information is sent to Ed-Fi. These options apply to all schools within the district. Some mapping screens may be 'read only' when specific business rules are required by your state.
For each resource, choose Edit or Configure to map items like Scores or Grade Levels to an Ed-Fi Code. These items are called Descriptors.
- Configure displays when preferences have not previously been saved.
- Edit displays when preferences have already been set and saved.
Resources can be expanded by clicking the plus sign or collapsed by clicking the minus sign.
Ed-FI Resource Preferences Expand and Collapse OptionSelect a link below to view how to set the Resource Preferences.
- Select the Resource Preferences button for the current school year. This name may vary depending on the Connection Name that was entered when adding the Connection.
- The list of available resources displays.
- Click the Edit or Configure button to modify the resource preferences.
- Click Save when finished mapping the Descriptors.
- Turn the resource preference to ON.
- Close the Resource Preferences when finished.
Any item not mapped DOES NOT REPORT to Ed-Fi.
New Mexico Ed-Fi Resource Preferences
The following provides details on each Resource and the desired preference for proper reporting with the state of New Mexico.
| Grades |  Grade Levels Resource Preferences | ||||||||||||||||||||||||||||||||||||||||||||||||
| Attendance Information | |||||||||||||||||||||||||||||||||||||||||||||||||
| Student School Attendance Events | Map the Attendance Event Category Descriptors to and Ed-Fi code. Attendance Event Category Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Section Attendance Events | Map the Attendance Event Category Descriptors to and Ed-Fi code. Attendance Event Category Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Discipline Information | |||||||||||||||||||||||||||||||||||||||||||||||||
| Discipline Actions | Behavior Resolution Types are mapped to a State Resolution Code on the Resolution Type tool, then to an Ed-Fi Code. Use the Filter options in the Discipline Descriptors section to find the Behavior Resolution Type and then Fill that item with the desired Ed-Fi Code.  Discpline Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Discipline Incidents | Map the Behavior Descriptors to an Ed-Fi code. Use the Filter options in the Behavior Descriptors section to find the Behavior Event Type and then Fill that item with the desired Ed-Fi Code. Behavior DescriptorsMap the Weapons Descriptors. | ||||||||||||||||||||||||||||||||||||||||||||||||
| Staff Discipline Incident Associations | Map the Discipline Incident Participation Code Descriptors. Discipline Incident Participation Code Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Discipline Incident Associations | Map the Behavior Descriptors and the Discipline Incident Participation Code Descriptors.. Behavior Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Discipline Incident Behavior Associations | Map the Discipline Incident Participation Code Descriptors. Discipline Incident Participation Code Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Grade Information | |||||||||||||||||||||||||||||||||||||||||||||||||
| Grades | Map the Grading Tasks to the corresponding Ed-Fi Code. Grade Type Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Grading Periods | Complete the Grading Task/Standard, Grading Period Descriptor, Sequence, Start Date, and End Date field for each school. The filter option at the top of the section can be used to filter by school and/or grade level. The various filter fields determine which information displays. The Fill options can be used to fill the Grading Task, Grading Period Descriptor, Sequence, Start Date, and/or End Date fields.  Grading Periods
Grading Period ScenariosCreate a Grading Period record for each Grading Task that you want to send a grade to in Ed-Fi. The Grading Period reports in the Sessions resource where the end date of the Grading Period overlaps that terms start and end dates. Sessions Resource:
School reports a Quarter Grade at the end of each term: Create four Grading Periods
School reports a Semester Grade at the end of the Second and Fourth Quarters:
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| Student Academic Records | Map the Diploma Type Descriptors. Diploma Type Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Parent Information | |||||||||||||||||||||||||||||||||||||||||||||||||
| Parents | No additional configuration is needed. | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Parent Associations | Map the Relationship Types to the appropriate Ed-Fi Code. Relationship Types | ||||||||||||||||||||||||||||||||||||||||||||||||
| Schedule Information | |||||||||||||||||||||||||||||||||||||||||||||||||
| Calendars | Map the Calendar Type Descriptors. Calendar Type Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Calendar Dates | Map the Calendar Event Descriptors. Calendar Event Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Class Periods | No additional configuration is needed. | ||||||||||||||||||||||||||||||||||||||||||||||||
| Course Offerings | No additional configuration is needed. | ||||||||||||||||||||||||||||||||||||||||||||||||
| Sections | Map the Educational Environment Descriptors and Instructional Language Descriptors to the appropriate Ed-Fi Code. Educational Environment and Instructional Languages Descriptors Map the Medium of Instruction Descriptors.  Medium of Instruction Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Sessions | Map the Term for each calendar. This page shows all of the unique school, calendar, and schedule structure combinations for the configured year. The filter option at the top of the section can be used to filter by school, term name, term start dates, and/or grade level. The various filter fields determine which information displays. The Fill option can be used to fill the Ed-Fi code value for all fields or all empty fields. Term Descriptors
The same Ed-Fi Term Type can be selected for multiple terms if they should be grouped together to make one term. The earliest Start Date and latest End Date will be used in reporting the Sessions resource. When Term Descriptors are changed, a resync on Sessions for the impacted school(s) must be completed. If any dependent data of Sessions has been sent for the prior term, the dependent data will be deleted and inserted with the new Term Descriptor. Dependent resources include Courses, Course Offerings, Sections, Student Section Associations, Staff Section Associations, Grades, and Student Section Attendance Events and can potentially cause a large amount of data in the Event Queue to be processed. Term Descriptor Overrides should only be set on a course or section if it does not use the same term that is set on the Term Schedule in Step #1. A new Sessions resource will be created using the Section Placements to determine the Start and End Dates. When Term Descriptor Overrides are changed, a resync on Sessions for the impacted school(s) must be completed. If any dependent data of Sessions has been sent for the prior term, the dependent data will be deleted and inserted with the new Term Descriptor Override. Dependent resources include Courses, Course Offerings, Sections, Student Section Associations, Staff Section Associations, Grades, and Student Section Attendance Events and can potentially cause a large amount of data in the Event Queue to be processed.Additional Sessions Information
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| Staff Section Association | Map the Teacher Role to the appropriate Ed-Fi Code. Teacher Role Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Section Association | Map the Special Program Code Descriptors to the appropriate Ed-Fi Code. Special Program Code Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Staff Information | |||||||||||||||||||||||||||||||||||||||||||||||||
| Staffs | Map the Employment Highest Degree Earned, Race Ethnicity, and Staff Languages Override. Employment Highest Degree Earned, Race Ethnicity, and Staff Languages OverrideMap the Tribal Affiliation Descriptors.  Tribal Affiliation DescriptorsMap the Visa type Descriptors.  Visa Type Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Staff Education Organization Assignment Associations | Map the Employment District Assignment Codes. Employment District Assignment Codes | ||||||||||||||||||||||||||||||||||||||||||||||||
| Staff Education Organization Employment Associations | Map the Separation Reason Descriptors. Separation Reason DescriptorsMap the Level of Education Descriptors.  Level of Education Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Information | |||||||||||||||||||||||||||||||||||||||||||||||||
| NM Student Assessments | Map the following for the NM Assessments resource:
 NM Assessments Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Students | No additional configuration is needed. | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student CTE Program Association Credentials | Map the Primary Delivery Method Descriptors. Primary Delivery Method Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student CTE Program Associations | Map the Career Pathway Descriptors. Career Pathway Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Education Organization Associations | Map the following:
 Student Education Organization Associations Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Education Organization Awards | Map the Student Award Type Descriptors. Student Award Type Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Homeless Program Associations | Map the Homeless Primary Nighttime Residence Descriptors. Homeless Primary Nighttime Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Language Instruction Program Associations | No additional configuration is needed. | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Migrant Education Program Associations | Map the Personal Information Verification Descriptors. Personal Information Verification DescriptorsMap the MEP Project Type Descriptors.  MEP Project Type Descriptors. | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Program Associations | Map the Program Type Descriptors - Flags. Program Type Descriptors - Flags Participation Information Descriptors Program Intensity Descriptors Language Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student School Associations | Map the Entry Type Descriptors. Entry Type DescriptorsMap the Exit Withdraw Type Descriptors.  Exit Withdraw Type Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student School Food Service Program Associations | Map the Student School Food Service Descriptors. Student School Food Service Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Special Education Association Events | Map the Special Education Event Type Descriptors. Special Ed Event Type Descriptors Special Ed Event Reason Descriptors Special Ed Non Compliance Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
| Student Special Education Program Associations | Map the following for the Student Special Education Program Associations resource:
 Special Ed Program Associations Descriptors | ||||||||||||||||||||||||||||||||||||||||||||||||
