1. Welcome Data Imports Instant Imports & How to Create an Import File Ryan McIntire Digital Measures

2. Overview of Data Imports Prepare Your File Pick a Screen Identify Users Create or Update

3. Important  Getting data into Activity Insight  Save your faculty time  Almost every system can export to CSV

4. Important  Bulk-update records  Correct your data  Excel is powerful!

5. Important  Load data in minutes, not weeks  Data immediately appears in the system  Usable on reports

6. How do I access the utility?

7. Prepare Your File  What’s a CSV?  Comma-separated values USER,RANK jdoe,Full Professor

8. The Structure of a File Columns are Fields How is a field represented in a CSV? LNAME RANK FTE Rows are Records Henry’s PhD in Physics Sally’s Fall 2014 ACCT 201-001 Course

9. Your Configuration Report Dashboard  Download the configuration

10. How do I format my data? Must be an exact match Drop-down List Whole number Integer Any number Numeric Month Day Year Date

11. Pick a Screen

12. Identify Users Pick one… Username Secondary Identifiers Employee ID Banner ID

13. Update or Create? Decision time What are you trying to do? Records are activities Create if you’re loading new activities Update if the records are already in the system

14. Update Existing Records “Primary Key” Set of fields used to uniquely identify records Term, Year, Course Prefix, Number, Section Record IDs Unique Run Ad Hoc

15. Default Primary Keys Scheduled Teaching Term, Year, Course Prefix, Number, Section Yearly Data Academic Year Workload Information Academic Year Academic Advising Academic Year

16. Impact of Primary Keys If a Primary Key is in place, you can… Option 1: Create and Update Records Option 2: Update Records What if I’m only creating new records? Check the Results Preview

17. Creating New Records Brand new activities No impact on existing records If the data fits, you’re good to go

18. Validation Results Does the screen have a Primary Key? Did I include the Primary Key fields in my file? Do I need to remove duplicate records from my file? Duplicate source records exist Does this record already exist in the system? Did I actually intend to Create New Records? Did I provide a Primary Key or Record ID? Matching record not found

19. Validation Results Did I use field codes for column headers? Let me check the Configuration Report Unexpected Element Drop-down lists Do I need to ask DM to add the value? Expected an enumerated value

20. Help!

21. Start simple One record A few columns Did it validate? If so, add more! Stuck? Ask your Solution Specialist

22. Success!

23. What can’t this tool do? Modify your screens Add a new Course Prefix Add Sub-Records Authors, Investigators Add Files Word, PDF, etc.

24. What can’t this tool do? Delete Records You can delete individual data elements Provide a blank value Be careful… we’ll load what you send

25. When should I submit a Work Request? Data Manipulation Clean Split Merge Pad Map

26. When should I submit a Work Request? Data Migration Between screens Between users Between institutions

27. In Review Codes vs. Labels Primary Keys Create vs. Update Validation Asking for Help

28. The Future Post to our new Resource Center!

29. Questions? Thank You