Table of Contents
Overview
Begin Scheduling via Rollover
Additional Notes
Additional Resources
Overview
There are three things you need to do before using Academic Scheduling for the first time:
Perform a rollover (details below).
Familiarize yourself with integration best practices.
Begin Scheduling via Rollover
Step 1:
Perform a standard rollover in your SIS.
Once your rollover is complete, you can enable the term in Coursedog by loading in data and updating term-specific permissions.
Step 2:
Update your nightly merge settings to load in the new term data.
To do this, navigate to Admin Panel > Merge Settings.
For the Courses, Sections, and Relationships entities, add the desired term to the “only run integrations for selected terms” field.
Click “SAVE” in the top right corner of the screen. This will update the nightly merge configuration.
Step 3:
Assuming there is currently no data in Coursedog, you will also need to execute a manual merge to load the initial section data for the term into Coursedog.
To do this, navigate to Admin Panel > Merge Settings.
Select the entity (e.g. Sections) from the “Select Type” dropdown menu and Term (e.g. Spring 2022) from the “Select Term” dropdown.
Scroll to “Integration steps to execute” at the bottom of the page; if this is a new term and Coursedog contains no information for that term, ensure your settings are as shown below.
Setting “Should Coursedog allow empty datasets” to “YES” is essential to ensuring Coursedog will pull new data from the SIS.
Ensure that you are on the “Execute Merge” page before going any further. These selections in Step 3 should only occur on the “Execute Merge” page as they are one-time changes, and should not be made on the “Merge Settings” page.
Click “EXECUTE”.
Step 4:
Now that the section data is loaded, you will need to load in the initial course data into the new term.
Follow the exact actions outlined in Step 3, except select “Courses” instead of “Sections”.
Be sure to update the “Should Coursedog allow empty datasets” before clicking “Execute”
Step 5:
Now that the section and course data is loaded, you will need to load in the initial relationship data into the new term.
Follow the exact actions outlined in Step 3, except select “Relationships” instead of “Sections”.
Be sure to update “Should Coursedog allow empty datasets” before clicking “Execute”.
Additional Notes
Coursedog's built-in Rollover functionality is primarily only to be used by non-integrated schools. Learn more here.
Additional Resources