Student Demographics Upload (Montana)

PATH: MT State Reporting > MT Data Upload > Student Demographics Upload

The Student Demographic Upload contains specific student data such as student numbers, state ID, student name, etc. The upload must be in .tsv format. See the Upload Wizard (Montana) article for more information about this tool.

This article includes the following topics:

Screenshot of the Student Demographics Upload highlighting the import type field.

Image 1: Importing a Student Demographics File

State Edition Users: When importing identity records which already exist in the importing district, the active identity record is updated with the information in the import file and any identity information not included in the file (such as Home Primary Language, Language of Impact, etc) is ignored and unmodified.

District Edition Users: When importing identity records which already exist in the importing district, the active identity record is updated with the information in the import file and any identity information not included in the file (such as Home Primary Language, Language of Impact, etc) is ignored and unmodified. If only 3 identity fields match between the import file and the existing identity record, a new identity record is created with the information in the file.

State and District Edition Users: When a new identity record is created via imported data, the Effective Date on the record is set to the date the data was imported into Campus.

Importing Student Demographics Records

  1. Select an Import Type of 'Student Demographics'.
  2. Select the appropriate Work to Perform action as defined in the table below. 

    Validate and Test

    In this mode the file will be uploaded and all data validation will be performed to ensure that the file conforms to the file specifications section. Additionally, a lookup will be performed on the District, School and Student Number to make sure the named District, School and Students actually exist. No data will change as a result of this action. A report will be generated listing errors and their corresponding line numbers and fields of error.

    Upload File

    This mode will insert or update data for each record from the file that has no errors. If a row has an error, it will be displayed in the report generated after the upload completes.

    When inserting new data, such as at the beginning of a school year, each student record in the file will create a new enrollment record.

    When updating data that already exists, the enrollment start date will be used to match the enrollment that should be updated. If an enrollment with a matching start date is not found, a new enrollment will be created.

  3. Locate the file to upload by selecting the Browse button in the File field.

    The Validation Report is available in the Batch Queue once the file has completed the upload. Users can access the report by selecting the Get Report icon in the Batch Queue Detail editor .

  4. Initiate upload of the file by selecting the Submit to Batch button. The file will begin uploading into Campus. 

  5. Access the upload verification report by clicking the Get the report link in the Batch Queue List. Users can also access the report by heading to the Batch Queue Admin tool (System Administration > Batch Queue), or by selecting the link within the Process Inbox message that appears once the extract is generated.

  6. Once Student Demographics data has been imported, it is important to review the Student State ID files that have been provided for students who previously did not have one. You view a list of these newly created Student State IDs by using the Retrieve New Student State ID File option, as detailed in the section below

Retrieving New Student State ID Files

When importing Student Demographic data, any students who were imported but did not have a Student State ID value within the import file were automatically given one during the import process. The Retrieve New Student State ID File option allows users to review these new Student State IDs for the last 10 Student Demographic imports. 

screenshot highlighting the retrieve new student state ID file option.

Image 2: Generating the New Student State ID File

To Generate the Student State ID File:

  1. Select the Retrive New Student State ID File radio button. 
  2.  Click the Refresh State ID File button which refreshes the dropdown list.
  3. Select the file (labled via the timestamp of when the corresponding upload file completed processing within Campus) from the dropdown list.
  4. Click the Generate button. A .TSV file will appear for download to your local hard drive/network. 

    You can open and view the data in this .TSV file by using Microsoft Excel, Notepad, or another text editor software.

Screenshot of an example of the student state ID file.

Image 3: Example of the Student State ID File

Student Demographic Upload - Header Layout

Data Element

Description

Type, Format and Length

Campus Database

Campus Interface

Record Type

The abbreviation for the type of file upload entered.  This will always report as HD.

Alphanumeric, 2 characters

Not dynamically stored

Not dynamically stored

Date

The most recent date a change was made on the file, or the date the file was generated.

Date field, 10 characters
MM/DD/YYYY

Not dynamically stored

Not dynamically stored

Time

The most recent time a change was made on the file, or the date the file was generated.

Time field, 8 characters

Standard Time HH:MM:SS

Not dynamically stored

Not dynamically stored

Version

The most current version of the file interface specification and references to the application system. This field will always report as MT9.1.

Alphanumeric, 5 characters 

Not dynamically stored

Not dynamically stored

Student Demographic Upload -  Layout

Data Element

Description

Type, Format and Length

Campus Database

Campus Interface

Record Type

The abbreviation for the type of file upload entered.  This will always report as SD.

Alphanumeric, 2 characters

Not dynamically stored

Not dynamically stored

District Number

This a unique system number that identifies the district uploading the information, assigned by the Montana Office of Public Instruction.

Numeric, 4 digits

District.number

System Administration > Resources > District Information > District Number

Student State ID

Unique student ID number assigned by OPI.

Numeric, 9 digits

Person.stateID

Census > People > Demographics > Person Identifiers > State ID

Student Local ID

Unique student ID number assigned by the school of enrollment.

Numeric, 15 digits

Person.studentNumber

Census > People > Demographics > Person Identifiers > Local Student Number

Last Name

Student's legal last name

Alphanumeric, 40 characters

Identity.lastName

Census > People > Demographics > Person Information > Last Name

First Name

Student's legal first name

Alphanumeric, 35 characters

Identity.firstName

Census > People > Demographics > Person Information > First Name

Middle Name

Student's middle name

Alphanumeric, 20 characters

Identity.middleName

Census > People > Demographics > Person Information > Middle Name

Suffix

Indication of student having a generational name (Jr., III, etc.)

Alphanumeric, 3 characters

Identity.suffix

Census > People > Demographics > Person Information > Suffix

Gender

Indication of student being either Male or Female.

Alphanumeric, 1 character

Identity.gender

Census > People > Demographics > Person Information > Gender

Birth Date

Student's date of birth

Date field, 10 characters
MM/DD/YYYY

Identity.birthdate

Census > People > Demographics > Person Information > Birth Date

 Photo Opt In

Indicates if a missing child's photo should be synced to the Montana State Edition.

Possible values include:

  • 1 = Opt In
  • 2 = Opt Out
  • 0 or Blank = Unknown

Numeric, 1 digit

0, 1, 2 or null

Contact.photoOptIn

Census > People > Demographics > Missing Child Photo Opt In

Hispanic/Latino

A person of Mexican, Puerto Rican, Cuban, South or Central American, or other Spanish culture or origin, regardless of race.

 

A validation exists for this field. See the Upload Validation section for more information.

Numeric, 1 digit

Identity.hispanicEthnicity

Census > People > Demographics > Person Information >Race/Ethnicity > Is person of Hispanc/Latino descent

American Indian Alaska Native

A person having origins in any of the original peoples of North and South America, including Central America, and who maintains tribal affiliation or community attachment.

 

A validation exists for this field. See the Upload Validation section for more information.

Alphanumeric, 1 character
Y or N

RaceEthnicity.code

Census > People > Demographics > Person Information >Race/Ethnicity > American Indian Alaska Native

Asian

A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian subcontinent including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, Vietnam and Laos.

 

A validation exists for this field. See the Upload Validation section for more information.

Alphanumeric, 1 character
Y or N

RaceEthnicity.code

Census > People > Demographics > Person Information >Race/Ethnicity > Asian

Black African American

A person having origins in any of the black racial groups of Africa.

 

A validation exists for this field. See the Upload Validation section for more information.

Alphanumeric, 1 character
Y or N

RaceEthnicity.code

Census > People > Demographics > Person Information >Race/Ethnicity > Black African American

Native Hawaiian Pacific Islander

A person having origins in any of the original peoples of Hawaii, Guam, Samoa, or other Pacific Islands.

 

A validation exists for this field. See the Upload Validation section for more information.

Alphanumeric, 1 character
Y or N

RaceEthnicity.code

Census > People > Demographics > Person Information >Race/Ethnicity > Native Hawaiian Pacific Islander

White

A person having origins in any of the original peoples of Europe, the Middle East, or North Africa.

 

A validation exists for this field. See the Upload Validation section for more information.

Alphanumeric, 1 character
Y or N

RaceEthnicity.code

Census > People > Demographics > Person Information >Race/Ethnicity > White

Race Ethnicity Determination

Method used to determine race and ethnicity.  Options are:

  • 01: Parent Identified
  • 02: Self Identified
  • 03: Observer Identified
  • 04: Unknown

     

    A validation exists for this field. See the Upload Validation section for more information.

Numeric, 2 digits

Identity.
raceEthnicityDetermination

Census > People > Demographics > Person Information >Race/Ethnicity >Race/Ethnicity Determination

Nickname

Name by which the student is also known, in addition to his legal name.

Alphanumeric, 50 characters

Identity.alias

Census > People > Demographics > Person Information > Nickname

Calendar End Year

Indicates the school calendar year for which data is being imported.

 

A validation exists for this field. See the Upload Validation section for more information.

Numeric, 2 digits

Calendar.endYear

System Administration > Calendar > Calendar Info > End Date

Upload Validation 

The following validations exist when uploading the Student Demographic information. These validations will appear as errors when the file is uploaded. Districts are advised to modify information and then upload the modified data again. 

One of the following fields MUST be populated with a value of Y in order for data to properly upload:

  • American Indian/Alaska Native
  • Asian
  • Black African American
  • Native Hawaiian/Pacific Islander
  • White

Data Element

Validation

Hispanic/Latino

An error will occur if:

  • Field is not populated
  • Entry is not a valid value
  • If populated with N and race/ethnicity codes are American Indian Alaska Native, Asian, Black African American, Native Hawaiian Pacific Islander and White is marked as N.

Asian

An error will occur if:

  • Field is not populated
  • Entry is not a valid value

Black African American

An error will occur if:

  • Field is not populated
  • Entry is not a valid value

Native Hawaiian Pacific Islander

An error will occur if:

  • Field is not populated
  • Entry is not a valid value

White

An error will occur if:

  • Field is not populated
  • Entry is not a valid value

Calendar End Year

This value must match the Scope Year. 

Race Ethnicity

  • If HispanicLatino = Y, a value of 1 is populated in the Identity.EthnicityFed field.
  • If AmericanIndianAlaskaNative = Y, a value of 2 is populated in the Identity.EthnicityFed field.
  • If Asian = Y, a value of 3 is populated in the Identity.EthnicityFed field.
  • If BlackAfricanAmerican = Y, a value of 4 is populated in the Identity.EthnicityFed field.
  • If NativeHawaiianPacificIslander = Y, a value of 5 is populated in the Identity.EthnicityFed field.
  • If White = Y, a value of 6 is populated in the Identity.EthnicityFed field.
  • If more than one of the Race Ethnicity fields has a value of Y, a value of 7 is populated in the Identity.EthnicityFed field.

Validation Logic for State ID when the Upload File Contains State ID

Click here to expand...

When the uploaded file contains a State ID value and the State ID is found at the district, then the following identity elements are compared:

  • First Name
  • Last Name
  • Birth Date
  • Gender

If all four identity elements exactly match one identity, the following will occur:

  • Identity record is updated.
  • A "Person already exists" warning is produced.
  • The Warning count is increased. 
  • The Records Changed count is increased. 
  • The person is not reported in the State ID file.

If one or more of the identity elements do not match, the following will occur:

  • A new identity is created with the information found on the imported file.
  • The warning "One or more identity elements do not match. A new identity will be created upon 'Load Partial File'" is displayed when Validate and Test File is run.
  • Upon Load Partial File:
    • A new Identity record is created for the matched State ID.
    • The Records Change count is increased.
    • The person is not reported in the State ID file.

When the uploaded file contains a State ID value and the State ID is found at the state, then the following identity elements are compared:

  • First Name
  • Last Name
  • Birth Date
  • Gender

If all four identity elements exactly match one identity, the following will occur:

  • A new person with an identity record matching the values in the file is created.
  • The Records Inserted count is increased.
  • The person is reported in the State ID file.

If one or more of the identity elements do not match, the following will occur:

  • The identity is copied from the state into the district.
  • A new identity is created using the data within the uploaded file.
  • The warning "One or more identity elements do not match. A new identity will be created upon 'Load Partial File'" is produced.
  • The Records Inserted and Records Changed counts are increased.

If the State ID is not found at the district or state, the student is not imported and the warning "No matching State ID. Use Student Locator to enroll student. Update state ID in local SIS." is produced.

Validation Logic for State ID when the Upload File Does Not Contain a State ID

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If all four identity elements exactly match one identity record at the district, the following will occur:

  • Identity record is updated.
  • The warning "Person exists with stateID: 'StateID'" is produced.
  • The Warning count is increased. 
  • The Records Changed count is increased.
  • The person is reported in the State ID file.

If three identity elements exactly match one identity record at the district, the warning "One identity element does not match an existing record. Please use the student locator to enroll the student. A new student will be created upon Load Partial File." is produced when Validate and Test File is used for file importing.

If three identity elements exactly match one identity record at the district, upon Load Partial File the following will occur:

  • The warning "No matching student found. A new state ID will be generated upon 'Load Partial File'" is produced.
  • A new person is created in the district with the information found in the file.
  • The Records Inserted count is increased.
  • A State ID is generated for the person.
  • The person is reported in the State ID file.If all four identity elements match exactly one identity record at the state, the following will occur upon Load Partial File:
  • The person is created at the district, copying identity data from the state. 
  • The Warning count is increased.
  • The Records Inserted count is increased.
  • The State ID is reported.

If three identity elements exactly match one identity record at the state, upon Validate and Test File, the warning "One identity element does not match an existing record. Please use the student locator to enroll the student. A new student will be created upon Load Partial File." is produced.

If three identity elements exactly match one identity record at the state, upon Load Partial File the following will occur:

  • The warning "No matching student found. A new state ID will be generated upon 'Load Partial File'" is produced.
  • A new person is created in the district with the information found in the file.
  • The Records Inserted count is increased.
  • A State ID is generated for the person.

The person is reported in the State ID file.If less than three identity elements match an existing record at the state or district, upon Validate and Test File the warning "'Validate and Test File' No matching identity found. A new student will be created upon Load Partial File." is produced.

If less than three identity elements match an existing record at the state or district, upon Load Partial File the following will occur:

  • The warning "No matching student found. A new state ID will be generated upon 'Load Partial File'" is produced.
  • A new person is created in the district with information from the file.
  • Records Inserted count is increased.
  • A State ID is generated for the person.
  • The State ID is reported.