Tool Search: Configuration

The Ed-Fi Configuration tool is used to establish Ed-Fi data resources. Once Resource Preferences have been selected, the following occurs:

A valid configuration is made.
Ed-Fi IDs are assigned to users.
Data flows properly from Campus to Ed-Fi.

Screenshot of the Ed-Fi Configuration editor, located at Reporting, Ed-Fi. Ed-Fi Configuration

Prerequisites

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. Refer to the Ed-Fi v3.6 articles for these business rules.

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 the Resource Preferences editor Resource Preferences

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.

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, but should be similar to 23-24 VT Configuration. 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.

Map the Campus Code to the Ed-Fi Code

Vermont Ed-Fi v3.6 Resource Preferences

The following provides details on each Resource and the desired preference for proper reporting with the state of Kansas.

Resource	Preferences
Grade Levels	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. See the Grade Levels article for more information.
Grade Information
Grades	Select the appropriate Ed-Fi Code for the Grading Type Descriptors. The Add button can be used to add additional grading tasks to the mapping. The Remove button can be used to delete a grading task from the mapping.
Grading Periods	Complete the Grading Tasks 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. Any item not mapped does not report to Ed-Fi.
Schedule Information
Calendars	Map the Calendar Type to the Ed-Fi Code. For each Calendar Type in Campus, map to the appropriate and matching Ed-Fi Code. Some may not have a type.
Calendar Dates	Map the Day Detail/Event Type to the appropriate Ed-Fi Code. Any Day Detail or Event Type assigned to a Calendar Day needs to be mapped to an Ed-Fi Code. Add new Day Types in the Attribute/Dictionary (Day > Type) .
Class Periods	No additional configuration is needed.
Course Offerings	No additional configuration is needed.
Sections	Map the Educational Environment Descriptors (Section Flexible Pathways) to the appropriate Ed-Fi Code.
Sessions	Map the Term Descriptors and Term Descriptor Overrides for each calendar. Click here to expand... Select the Ed-Fi Term Type that matches the majority of the sections within the school. Example: When 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: When 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. Session names must be unique in Ed-Fi. In Campus, the Term Descriptor is used for the session name, and in Kansas this is identical across districts for tuition out schools, allowing only one district to submit the session. The Session Name Override checkbox has been added to the Sessions resource preferences in Kansas to allow districts to select when they need the session name to be unique for tuition out schools. This checkbox should only be used by districts with tuition out schools. 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. 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.

Resource Preferences (Vermont v3.6)

Prerequisites

Resource Preferences

Vermont Ed-Fi v3.6 Resource Preferences

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