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REPORTS: Using Catalog Data Check-Up

Table of Contents

Overview
Requirements for Reports 
Report Settings
Running a Single Data Checkup/Scan
Reviewing Results
Possible Error Types
Automatic Reporting
Note on Running Reports in a Staging Environment
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Overview

For Catalog customers whose catalog is integrated with Curriculum Management, Coursedog provides an automated data health check-up to ensure your public catalog is as clear and robust as possible. 


Requirements for Reports 

  • Catalog must be associated with a URL.

  • Catalog must be integrated with Curriculum Management for full functionality.  

    • Note: The report can be run by clients whose catalogs are not integrated with Curriculum, but the only scannable error type is Custom Page 404. 

    • For integrated catalogs, program and course templates must be assigned in the catalog. 

  • Users most have the necessary permissions: 

    • “View Reports” to see the "Reports" option in your UI.

    • “Run Reports” in order to run a report.

    • “Edit Reports” in order to configure report settings.


Report Settings

Overview

  • There are two settings that those with “Edit Reports” permission can figure for Reports: Error Types and Catalog Instances. 

  • “Error Types” allows you to configure which error types the scan looks for during every scan. 

  • “Catalog Instances” allows you to determine whether or not each catalog will be automatically scanned on a weekly basis. 


How to Edit Report Settings

Step 1: Navigate to Catalog > Settings > Reports


Step 2: Select “Edit Settings” and ensure you’re on the default “Error Types” toggle. 


Step 3: 

  • Toggle anything you don’t wish to scan for to the left. 

  • Toggle anything you’d like to scan for to the right. 

  • In the below screenshot, scans will check for everything EXCEPT for “Invalid Internal Link”. 


Step 4: Click “Catalog Instances” to determine which catalog(s) your weekly scan includes. 


Step 5: 

  • For each catalog, select “Weekly” if you want this catalog to be automatically scanned each week. 

  • Or select “Pause Scans” if you don’t want this catalog to be automatically scanned.


Step 6: Click “Save” before closing out of the modal.


Running a Single Data Checkup/Scan

Step 1: Navigate to Catalog > Reports > Catalog Data Check-Up


Step 2: 

  • Check the “Catalog” dropdown.

  • Ensure the catalog you wish to scan is the one that’s displayed. 

Step 3: 

  • Click “new scan”. 

  • It can take up to one hour to run a scan, and you can continue to navigate through the app while it processes in the background. 


Reviewing Results

Overview | Error Type | External Catalog Location  | Curriculum Source | Options

Overview

  • Once the report has loaded, four main columns will appear with data, if errors are found: Error Type, External Catalog Location, Curriculum Source, and Options.

  • You can filter results using the “Error Type” and “Catalog” (if all were scanned) dropdowns at the top of the page.

Error Type

  • The type of error surfaced.

  • For more information on the errors captured in the report, see below.


External Catalog Location 

The link in the public, published catalog where the error was identified. 


Curriculum Source 

  • If applicable, a link to the curriculum course/program record within the Coursedog System.

  • Note that a user must have permission to view the record in Curriculum to access the link. 


Options 

If applicable, a direct link to our Knowledge Base will populate so you can learn more about the error surfaced


Possible Error Types

The list of possible errors that this scan checks for is captured in the below table.

Error Type

Detail

Knowledge Base Link

No Requirement Level

A requirement is not assigned to a requirement level, meaning the fake-level of “(No Requirement Level)” shows

Requirement Levels

Unnamed Requirement Rule

A requirement rule is not given a name, resulting in “No Name” displaying

Requirement Rules

Course Not Found - Effective Date Issue

A course in requirements is not locatable, resulting in “Course Not Found”

Effective Dating

Custom Page: 404 Link

A Custom page links out to another page which won’t load/404s

Identifying 404s

Program Select: Unavailable Link - Effective Dating

A program select in a WYSIWYG editor is linking to a program which won’t display

Effective Dating

Course Select: Unavailable Link - Effective Dating

A course select in a WYSIWYG editor is linking to a course which won’t display

Effective Dating

Empty Rule

A requirement rule has been defined, but there are no associated courses

Creating Requirement Rules

Unnamed Requirement

A Requirement is unnamed

Creating Requirements

Automatic Reporting

Overview 

Weekly automatic scans can be a great way to monitor your catalog in real-time. 


How It Works

Settings are configured as outlined above under “How to Edit Report Settings”:

  1. At Catalog > Settings > Report > Edit Settings > Error Types, determine which error types you wish to scan for.

  2. At Catalog > Settings > Report > Edit Settings > Catalog Instances, determine which catalogs you would like to be included in the automated weekly scans.

  3. The scan will happen automatically every Friday at 8 p.m. EST. 

  4. Return to Catalog > Reports to see the results.

Note on Running Reports in a Staging Environment

  • The report has the ability to identify and diagnose high-frequency errors in the public catalog.

  • Many of these errors relate to data which is not stored in the SIS, such as requirements.

  • Because of this, it is expected that the staging environment reports will be extensive compared to the production environment reports.

  • Staging environments do not have the same scope of data as production environments.

  • With concerns or questions, please reach out to your Coursedog representative or submit a note via Freshdesk.


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