 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

ManualAutomated  Available within Faculty180  Helps finalize file structure  Processed ◦ As needed  Secure file transfer  Processed ◦ As requested ◦ Regular intervals  Requires ◦ Additional IT involvement

 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

 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

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

 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

 Header row  Incorrect facultyid for data sync  Wrong term  Invalid document type ◦ Excel document as opposed to CSV  Blank columns

 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

 More content available  Additional reporting to follow soon  Sync with external data sources that house grant data ◦ Project timeline will defined upon request