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GETTING STARTED: First Steps in the Scheduling Process

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:

  1. Add your school’s logo.

  2. Perform a rollover (details below). 

  3. 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 turn on the term in Coursedog.

 

Step 2: 

  • PATH: Admin > Merge Settings

  • Select/click each entity listed under “Type-Specific Settings” and add the desired term to the “only run integrations for selected terms” field. This is required for term-specific entities like courses, relationships, and sections.

Step 3: 

  • Click “SAVE” on the top right corner of the screen. 

  • This will update the nightly merge configuration.

  • Assuming there is currently no data in Coursedog, you will also need to execute a manual merge for each entity (detailed below in Steps 4-7).

Step 4: 

  • PATH: Admin > Execute Merge

  • Ensure you run merges in the appropriate order (Sections >> Courses >> Relationships). 

  • Select the entity (e.g. Courses) from the “Select Type” dropdown menu and Term (e.g. Fall 2023) from the “Select Term” dropdown.

 

Step 5: 

  • 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.

Step 6: Click “EXECUTE”. 

 

Step 7: Repeat steps 4-6 for every entity.

 

Additional Notes

Coursedog's built-in Rollover functionality should only be used by homegrown SISs for the following reasons:  

  • Certain section fields cannot be rolled over in Coursedog.

  • With Coursedog's rollover functionality, you will not be able to preview all section data prior to executing the rollover. Only basic section/course information will be visible. 

  • Coursedog does not have the ability to POST section deletions, therefore manipulating section data following the rollover will be especially difficult.

 

If you do perform a rollover in Coursedog in an integrated environment, please make sure the following steps are done to ensure the process of syncing data to the SIS does not create additional errors:

 

  • Ensure real-time integration is turned off when you perform the rollover.

  • Ensure that either through a nightly or manual merge, you sync all sections (and relationships) to the SIS.

  • If any errors occur in the previous step, make sure those errors are fully resolved and resync the data. 

  • Once all sections have been synced and there are no merge errors, you are welcome to turn back on real-time integration. 

  • If performing a rollover for relationships, this rollover MUST be performed before the section data is synced with the SIS as the relationship rollover relies on a process of matching the Section IDs, which will be broken once the SIS generates new Section IDs. 


Additional Resources


 

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