Overview

Coursedog’s Curriculum Management product feeds course, program, department, and instructor data into your catalog in real time. In order to ensure that the correct subset of this data is displayed in each catalog, Coursedog provides users with the ability to define filters for each data type on a catalog-by-catalog basis.

How to Create a Catalog Filter

Step 1: Navigate to Catalog > Settings > Catalogs

Step 2: 

• Select the catalog for which you wish to define filters.

• This will open the “Edit Catalog” modal.

• Scroll to the bottom of the modal to view the “Allowed” filters. 

Step 3: 

• Click the “EDIT FILTERS” button for the data type for which you wish to build filters.

• For example, “Edit Course Filters”.

Step 4: 

• Define the logic that the filter should use to determine what should be included in this catalog. 

• Coursedog catalogs support nested logic and allows you to define up to 2 layers of filters. 

  1. Use the dropdown to select whether your top-level of logic will use AND or OR logic. This level of logic will act between groups of filters for that data type. 

  2. Select “Add Condition” to add the logic for this condition. 

3. The first dropdown has three options: “Field”, “Or”, and “And”. 

   • Selecting “Field” allows for logic to be defined at the top-most level. 

   • Selecting AND or OR will allow you to define a second, nested level of logic. 

4. If needed, click “Add Condition” to add additional conditions for this filter. 

• For example, the filters shown below means: 

  1. Courses “Allowed” in this catalog are courses where “Catalog print” is “YES” and “Career” is “Undergraduate” AND 

  2. Status is Active OR Description is Not Empty.

• If your institution is using configurable course and program search, we do not recommend using OR logic to connect filters, as that contradicts the configurable search options. 

• These fields are pulled directly from the associated data type’s template in Curriculum Management.

• In order for the filters to work properly, ensure that the text matches exactly (including capitalization).

Step 5: 

• Hit “APPLY FILTER” in the bottom right of the modal.

• You will then be able to view the applied filters from the Edit Catalog modal.

Step 6 (Optional): Add filters for other data types, as needed.

Step 7: 

• Click “Save” before exiting the “Edit Catalog” modal.

• Note if you add filters and click “Apply Filter” to close out of the “Allowed” modal but haven’t yet saved your filters, you will not be able to edit the filters you started until they have been “saved”.