Resource Preferences (New Mexico v3.X)

Tool Search: Ed-Fi Configuration

The Ed-Fi Configuration tool is used to establish Ed-Fi data resources.

Screenshot of Ed-Fi Configurations.Ed-Fi Configurations

Prerequisites

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.

Screenshot of Ed-Fi Resource Preferences Expand and Collapse Options.Ed-FI Resource Preferences Expand and Collapse Option

When the Configure or Edit button does not display, the resource does not need to be mapped and the toggle button can be used to turn the resource on or off. Select a link below to view how to set the Resource Preferences.

 Resources should be toggled off until all data setup is complete and the district is ready to send data to Ed-Fi.
  1. 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.
  2. The list of available resources displays.
  3. Click the Edit or Configure button to modify the resource preferences.
  4. Click Save when finished mapping the Descriptors.
  5. Turn the resource preference to ON.
  6. 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

The Grade Levels Resource cannot be toggled on or off because multiple resources use to determine grade level information. 


Each Grade Level Name available in the district needs to be mapped to a corresponding Ed-Fi Code.

Screenshot of Grade Levels Resource Preferences.
Grade Levels Resource Preferences


See the Grade Levels article for more information.
Attendance Information
Student School Attendance EventsMap the Attendance Event Category Descriptors to and Ed-Fi code.
Screenshot of Attendance Event Category DescriptorsAttendance Event Category Descriptors
Student Section Attendance EventsMap the Attendance Event Category Descriptors to and Ed-Fi code.
Screenshot of Attendance Event Category Descriptors.
Attendance Event Category Descriptors
Discipline Information
Discipline ActionsBehavior 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.
Screenshot of Discpline Descriptors.
Discpline Descriptors
See the Behavior article for more information.
Discipline IncidentsMap 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.
Screenshot of Behavior Descriptors.Behavior Descriptors


Map the Weapons Descriptors.Screenshot of the Weapons Descriptors.Weapons Descriptors


Staff Discipline Incident AssociationsMap the Discipline Incident Participation Code Descriptors.
Screenshot of the Discipline Incident Participation Code Descriptors.Discipline Incident Participation Code Descriptors
Student Discipline Incident AssociationsMap the Behavior Descriptors and the Discipline Incident Participation Code Descriptors..
Screenshot of the Behavior Descriptors.Behavior Descriptors
Student Discipline Incident Behavior AssociationsMap the Discipline Incident Participation Code Descriptors.
Discipline Incident Participation Code Descriptors
Grade Information
GradesMap the Grading Tasks to the corresponding Ed-Fi Code.
Screenshot of Grade Type Descriptors.
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.


Screenshot of Grading Periods.Grading Periods



Click here to expand...

Grading Period Scenarios

Create 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:

Screenshot of Grading Period overlaps that terms start and end dates.

Example of Grading Period overlaps that terms start and end dates.


School reports a Quarter Grade at the end of each term:

Create four Grading Periods

Grading Task

Grading Period Descriptor

Start Date

End Date

Sequence

Sessions Reference

Quarter

First Nine Weeks

08/23/2017

10/20/2017

1

First Quarter

Quarter

Second Nine Weeks

10/23/2017

12/22/2017

2

Second Quarter

Quarter

Third Nine Weeks

01/03/2018

03/09/2018

3

Third Quarter

Quarter

Fourth Nine Weeks

03/12/2018

05/23/2018

4

Fourth Quarter

School reports a Semester Grade at the end of the Second and Fourth Quarters:

Grading Task

Grading Period Descriptor

Start Date

End Date

Sequence

Sessions Reference

Semester

First Semester

8/23/2017

12/22/2017

1

Second Quarter

Semester

Second Semester

01/03/2018

05/23/2018

2

Fourth Quarter

Student Academic RecordsMap the Diploma Type Descriptors.
Screenshot of Diploma Type Descriptors.
Diploma Type Descriptors
Parent Information
ParentsNo additional configuration is needed.
Student Parent AssociationsMap the Relationship Types to the appropriate Ed-Fi Code.
Screenshot of Relationship Types.Relationship Types


See the Relationship article for more information.
Schedule Information
CalendarsMap the Calendar Type Descriptors.
Sceenshot of the Calendar Type Descriptors.Calendar Type Descriptors
Calendar DatesMap the Calendar Event Descriptors.
Screenshot of the Calendar Event Descriptors.Calendar Event Descriptors
Class PeriodsNo additional configuration is needed.
Course OfferingsNo additional configuration is needed.
SectionsMap the Educational Environment Descriptors and Instructional Language Descriptors to the appropriate Ed-Fi Code.
Screenshot of Educational Environment and Instructional Languages Descriptors.
Educational Environment and Instructional Languages Descriptors

Map the Medium of Instruction Descriptors.
Screenshot of Medium of Instruction Descriptors.
Medium of Instruction Descriptors


SessionsMap 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.


Screenshot of Term Descriptors.Term Descriptors


Select the Ed-Fi Term Type that matches the majority of the sections within the school.
  • Example: If quarters are set on the Calendar and the sections are scheduled for 4 quarters, then the Ed-Fi Term Type for all 4 quarters should be set to Full School Year. 
  • Example: If quarters are set on the Calendar and the sections are scheduled for 2 quarters, then the Ed-Fi Term Type should be set to Fall Semester for Q1 and Q2, and Spring Semester set for Q3 and Q4.

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

Click here to expand...

Multiple Term Schedules

Using multiple Term Schedules with Ed-Fi is not supported due to the natural key conflicts with the Ed-Fi framework.   If you have courses or sections that align to a different Term Schedule than what is set for Term Descriptors on the Primary Term Schedule, you must use the Ed-Fi Term Override fields on the Course or Section in order to report the proper Term Descriptors to Ed-Fi.   All other data that reports to Ed-Fi with a Sessions reference will report from the Primary Term schedule only.


There is an Ed-Fi Term Descriptor Override checkbox on the Course Editor and Course Section Editor if the Calendar Term selection needs to be different for certain courses or certain course sections.  Once the Ed-Fi Term Descriptor Override checkbox is checked, alternate Terms can be set in the Sessions Resource Preferences.

Staff Section AssociationMap the Teacher Role to the appropriate Ed-Fi Code.
Screenshot of Teacher Role Descriptors.
Teacher Role Descriptors
Student Section AssociationMap the Special Program Code Descriptors to the appropriate Ed-Fi Code.
Screenshot of Special Program Code Descriptors.
Special Program Code Descriptors
Staff Information
StaffsMap the Employment Highest Degree Earned, Race Ethnicity, and Staff Languages Override.
Screenshot of Employment Highest Degree Earned, Race Ethnicity, and Staff Languages Override.Employment Highest Degree Earned, Race Ethnicity, and Staff Languages Override
Map the Tribal Affiliation Descriptors.
Screenshot of the Tribal Affiliation Descriptors.Tribal Affiliation Descriptors
Map the Visa type Descriptors.
Screenshot of the Visa Type Descriptors.Visa Type Descriptors
Staff Education Organization Assignment AssociationsMap the Employment District Assignment Codes.
Screenshot of the Employment District Assignment Codes.Employment District Assignment Codes
Staff Education Organization Employment AssociationsMap the Separation Reason Descriptors.
Screenshot of the Separation Reason Descriptors.Separation Reason Descriptors
Map the Level of Education Descriptors.
Screenshot of Level of Education Descriptors.Level of Education Descriptors
Student Information
NM Student AssessmentsMap the following for the NM Assessments resource:
  • Item Description Code Descriptors
  • Scoring Model Code Descriptors
  • Standard Achieved Code Descriptors
  • Test Description Descriptors


Screenshot of NM Assessments Descriptors.NM Assessments Descriptors


StudentsNo additional configuration is needed.
Student CTE Program Association Credentials
Map the Primary Delivery Method Descriptors.
Screenshot of Primary Delivery Method Descriptors.Primary Delivery Method Descriptors
Student CTE Program AssociationsMap the Career Pathway Descriptors.
Screenshot of Career Pathway Descriptors.
Career Pathway Descriptors
Student Education Organization Associations

Map the following:

  • Student Characteristic Descriptors - Economic Disadvantaged
  • Student Characteristic Descriptors - Parental Status
  • Primary Learning Device Access
  • Primary Learning Device Provider
  • Primary Learning Device Away From School
  • Race Descriptors
  • Student Language Override
  • Tribal Affiliation Descriptors
  • Internet Access Type in Residence
  • Barrier to Internet Access in Residence
  • Internet Performance in Residence
  • Military Family Descriptors
  • Gender Identity Descriptors
Screenshot of Student Education Organization Associations Descriptors.Student Education Organization Associations Descriptors


Student Education Organization AwardsMap the Student Award Type Descriptors.
Screenshot of Student Award Type Descriptors.Student Award Type Descriptors
Student Homeless Program Associations
Map the Homeless Primary Nighttime Residence Descriptors.
Screenshot of Homeless Primary Nighttime Descriptors.Homeless Primary Nighttime Descriptors
Student Language Instruction Program AssociationsNo additional configuration is needed.
Student Migrant Education Program Associations
Map the Personal Information Verification Descriptors.
Screenshot of the Personal Information Verification Descriptors.Personal Information Verification Descriptors

Map the MEP Project Type Descriptors.
Screenshot of MEP Project Type Descriptors.MEP Project Type Descriptors.
Student Program AssociationsMap the Program Type Descriptors - Flags.
Screenshot of Program Type Descriptors - Flags.Program Type Descriptors - Flags
Map the Participation Information Descriptors.
Screenshot of Participation Information Descriptors.Participation Information Descriptors
Map the Program Intensity Descriptors.
Program Intensity Descriptors
Map the Language Descriptors.
Screenshot of Language Descriptors.Language Descriptors
Student School AssociationsMap the Entry Type Descriptors.
Screenshot of Entry Type Descriptors.Entry Type Descriptors


Map the Exit Withdraw Type Descriptors.

Screenshot of Exit Withdraw Type Descriptors.Exit Withdraw Type Descriptors
Student School Food Service Program AssociationsMap the Student School Food Service Descriptors.
Screenshot of Student School Food Service Descriptors.
Student School Food Service Descriptors
Student Special Education Association Events
Map the Special Education Event Type Descriptors.
Screenshot of Special Ed Event Type Descriptors.Special Ed Event Type Descriptors
Map the Special Education Event Reason Descriptors.
Screenshot of Special Ed Event Reason Descriptors.Special Ed Event Reason Descriptors
Map the Special Education Non Compliance Reason Descriptors.
Screenshot of Special Ed Non Compliance Descriptors.Special Ed Non Compliance Descriptors
Student Special Education Program AssociationsMap the following for the Student Special Education Program Associations resource:
  • Special Education Setting Descriptors
  • Level of Integration Descriptors
  • Annual Review Delay Reason Descriptors
  • Triennial Review Delay Reason Descriptors
  • Planned Post Graduate Activity Descriptors
  • Expected Diploma Type Descriptors
  • Special Education Program Service Descriptors
  • Disability Descriptors


Screenshot of Special Ed Program Associations Descriptors.Special Ed Program Associations Descriptors