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Data Management In Faculty180

Data Management In Faculty180. Overview. Uploads Available Methods Best Practices Performing Efficient Uploads Managing Uploads Understanding Upload Results Common Mistakes Grant Imports Migrating from previous grant section External database Import. Uploads: Methods.

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Data Management In Faculty180

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  1. Data Management InFaculty180

  2. Overview • Uploads • Available Methods • Best Practices • Performing Efficient Uploads • Managing Uploads • Understanding Upload Results • Common Mistakes • Grant Imports • Migrating from previous grant section • External database Import

  3. Uploads: Methods • Available within Faculty180 • Helps finalize file structure • Processed • As needed • Secure file transfer • Processed • As requested • Regular intervals • Requires • Additional IT involvement Manual Automated

  4. Uploads: Best Practices • Depends on reporting requirements • Two distinct practices • Upload before faculty input process • Usually one set of uploads per term • Pros • Administrative tasks, final numbers • Cons • More exceptions, deadlines • Scheduled uploads • Usually occurs at the beginning of a term and near the end of the same term • Pros • Data accuracy, well defined process • Cons • Administrative tasks

  5. Upload: Performing Efficient Uploads • Define internal process • Select method that meets your needs • Work closely with Data180 and IT team to define file structure for each upload • Complete uploads in the proper order • Preferred order • Faculty • Course Prefixes • Courses • Courses Taught • Data requirements in Faculty180 • *Diagram on next slide

  6. Uploads: Managing Uploads • New Uploads • Editing • Review & Resubmit: Added, Duplicates, Errors • Modifying data before resubmitting • Resolving upload exceptions • Deleting • Does NOT remove data associated with the upload

  7. Uploads: Understanding Upload Results • Added • The record was not found in Faculty180 • Was inserted as a new record • Duplicates • The record was found in Faculty180 • Previous record was updated with new values • Errors • The record was not found in Faculty180 • Was not inserted because of missing prerequisite(s) • Faculty, course, etc

  8. Uploads: Common Mistakes • Header row • Incorrect facultyid for data sync • Wrong term • Invalid document type • Excel document as opposed to CSV • Blank columns

  9. Grants: Internal Data Move • Previous section • Located in Scholarly Contributions • New Section • Located directly in the Activity Input form • What should you do? • Nothing, unless you want to keep the previous section located in Scholarly Contributions • We will contact each institution to confirm the data migration • When? • Development underway • Expected ETA • July 3 – July 10

  10. Grants: Import From External Databases • More content available • Additional reporting to follow soon • Sync with external data sources that house grant data • Project timeline will defined upon request

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