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How Merge Settings with Effective Dates Work

Table of Contents

Overview
Effective Date Options
How To Leverage Multiple Revisions
Entities That Do Not Support Storing Multiple Effective Dated Revisions
Related Articles 

Overview

The following entities support storing multiple revisions in Merge Settings for Effective Dates: 

  • Course Attributes

  • (Curriculum) Courses

  • (Curriculum) Programs

 

Endpoints, such as Professors/Instructors or Rooms, do not support storing multiple effective dated revisions.

 

Effective Date Options

 

Current Date

This will return the latest revision that is effective as of the current date.

Current Scheduling Date

This will return the latest revision that is effective as of the start date of the current scheduling term.

Current Scheduling Term End Date

This will return the latest revision that is effective as of the end date of the current scheduling term.

Hardcoded Date

  • Option to set the Hardcoded Effective Date.

  • This will return up to date data as long as it is before the defined hardcoded date (e.g. 2099).

No Date

  • This will load all effective dated revisions, regardless of date.

  • This setting might not be available for all SIS systems. Please check with your CSM before using it. 

 

 

How To Leverage Multiple Revisions

Available stored revisions will be accessible from the Courses or Programs page in Curriculum Management. Select a Course or Program, and in the upper-right of the page there is the option to select the: 

  • Version – Latest version or previous versions.

  • Effective Dating Range – Option to select any stored revisions.

 

You can learn more about the system of revisions and versions for each curriculum object (Courses and Programs) here.

 

Entities That Do Not Support Storing Multiple Effective Dated Revisions

Overview

Coursedog's handling of effective dates causes data in our system to be relevant for only a single term at a time. When planning to schedule for multiple terms at once, data may be incorrect for all but one of those terms. 

 

Examples and Scenarios

In the case of Rooms, for example, the set of rooms listed in Coursedog for Fall 2020 is not the correct list of rooms for Fall 2021, so both terms cannot be effectively scheduled at the same time in regards to accurate reflection of room availability for each term; it will only be accurate for one.

 

Let’s look at a scenario where a Room's effective dating in the SIS logic might indicate room effective dates as outlined below: 

  1. Available right now in August 2020.

  2. Unavailable from Sept 2020 - Nov 2020 while under construction.

  3. Available again after Nov 30 2020.

 

In Coursedog the administrator must pick only one “effective date” to use when we merge data into our system. The below chart shows potential outcomes.

 

If the room is

And you

Then

Available right now in August 2020…

Choose today (a date in August) as the effective date…

The room would exist in Coursedog and schedulers might then use it for Fall 2020 scheduling.  


Unavailable from Sept 2020 - Nov 2020 while under construction…

Choose Sept 1 as the effective date…

Then that room will be deleted from Coursedog, and any Summer 2020 schedules using the room would now be room-less.

Available again after Nov 30 2020…


Any scheduling for Winter 2021 or beyond would not be able to select that room as it wouldn't exist in Coursedog.

 

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