Tool Search: Ed-Fi
This article describes the steps you should take to properly move Ed-Fi to the 2024-25 school year. This article also contains general recommendations for processes to complete at the end of the school year and the beginning of the school year.
Configuring Ed-Fi for the 2024-25 School Year
This section will describe the process necessary for configuring Campus to report Ed-Fi data for the 2024-25 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 that you update to the most recent version of Campus before creating the 2024-25 configuration. Failure to do this will result in an inability to properly report data for the 2024-25 school year.
Step 2. Create a New Ed-Fi Configuration for 2024-25
You will need to create a new Ed-Fi configuration for the 2024-25 school year.
Please remove state configurations that are older than three years.
To do this:
- Navigate to the Ed-Fi Connection Configuration tool.
- Select the New button.
- Select the Connection Type, either Core or State.
- Enter a Connection Name.
- Select a School Year of 24-25.
a. Enter the following values:
- Click the Save button.
- Move on to step 3.
Step 3. Update the Active Year to 2024-25
Next, you need to make 2024-25 the active school year within the School Years tool. If you have already set 2024-25 as the active school year, skip to Step 4.
To do this:
- Navigate to the School Years tool (Calendar Information> School Year).
Select the 2024-25 school year in the School Years Editor window.
- Mark the Active checkbox.
- Click the Save icon.
- Move on to Step 4.
Step 4. Go through the Ed-Fi Setup Checklist to Ensure Items are Complete
To ensure data is set up properly throughout Campus, review and/or update data based on the Ed-Fi Setup checklist.
Once complete, move on to Step 5.
Step 5. Assign Ed-Fi IDs
If multiple credentials have been entered for districts with multiple configurations in the same year, then one of the credentials must have the Identity Credential checkbox marked to identify which credential will be used by the Ed-Fi Locator tool. Only one credential can be marked as the Identity Credential.
Locating the Person's Ed-Fi ID
To assign an Ed-Fi ID:
- To assign an Ed-Fi ID for a person, select the Get Ed-Fi ID button. The Ed-Fi Locator displays.
Note: The Get Ed-Fi ID button will be inactive if an Ed-Fi ID already exists for the individual. - Enter information for the required fields.
- If desired, enter information into the other search criteria fields in the Ed-Fi Locator. Entering additional identifying information is not required, but is highly encouraged.
- Click the Search button. Results appear on the right with the best results shown in sequential order. The Score column indicates the quality of the match between search criteria entered and the results within the Ed-Fi database.
- Once the correct person has been identified, click the Use This Person button to populate the Ed-Fi ID field within Campus.
- If you cannot locate the person within the Ed-Fi results, assign the person a new ID by selecting the Assign New Ed-Fi ID button.
- Once the person has either been assigned a new Ed-Fi ID or matched to an existing person via the Use This Person button, the Ed-Fi ID populates the Ed-Fi ID field. The Student State ID field is also auto-populated with the Ed-Fi ID. You should now save the Demographics record to ensure this data is preserved.
Step 6. Perform an Ed-Fi Resync for the 2024-25 Scope Year
Now that the 2024-25 Ed-Fi configuration is in place, the Active Year is set, and data has been properly reviewed, an ordered resync should be completed as the first resync of the year. This is completed using the Resync tool.
To do this:
- Navigate to the Resync tool.
Select a Configuration.
Select the Schools, People, Courses, and Sections to be resynced.
Mark the checkbox next to each data set should be resynced. Campus highly recommends marking the Select Dependencies checkbox to ensure related data is sent properly and complete.
Once data sets have been marked and you are ready to resync, select the Start Resync button. Data will begin resyncing between Campus and the Ed-Fi system.
Step 7. Update the Year on Ed-Fi Scheduled Tasks
Users need to update the year on Ed-Fi scheduled tasks. For additional information, please refer to the Wisconsin Ed-Fi Scheduled Tasks article.
Beginning of New School Year
For a general (not Ed-Fi specific) checklist of activities that should be performed within Campus at the beginning of a new school year, please see the Beginning of School Year Process article.