When Courses Taught is the selected data type in Section 1, the following fields can be configured in Section 2 - Select Semester:

• Semester: Select the semester for the data you are uploading.
  • These options only apply to courses taught that are being loaded that do not use the options below.
• Display Terms in First Two Columns (only if uploading Multiple Terms): This setting allows users to add two additional fields, "Semester" and "Calendar Year," in the first two columns of the file. This is useful for loading multiple terms. If this option is selected, the semester dropdown will only be used to populate the term in which the file is loaded. Your data must have these columns at the start of the data when checked. If enabled, than the semester field will not be available.
• Remove Existing Courses Taught for Selected Terms*:
  • Yes, remove courses being taught not in upload: Removes any Courses Taught records in the selected terms that are not included in the upload. So if a course was taught last semester, and it is not included in this upload, than it will not be removed from the Courses Taught records for the selected term.
    • Note: If you DID provide courses taught for multiple terms, both terms would have courses taught removed.
  • Yes, remove courses being taught for users in the upload: Removes Courses Taught records for faculty who are present in the file within the term range. This option removes records of previous Courses Taught ONLY for users within this upload. So if a user is in this upload, and they are not indicated as teaching a course any longer, than it would be removed from their activity record for the selected term.
  • No, just add new courses: This option will not remove Courses Taught that were added/existed in the selected term, but will add new records.
• Update existing records*:
  • No: If during the load, the system encounters records that are already in the system, it will skip that record in the file and leave what exists currently.
  • Yes: If during the load, the system encounters a record that exists in the system already, it will update the values with provided ones.

(*) Indicates a required field.

When Faculty is the selected data type in Section 1, the following fields can be configured in Section 2 - Select Semester:

• Semester: Select the semester for the data you are uploading.
  • Note that this information is generally used for populating the summary table discussed above, and depending on the data received, may also be used to update values for faculty classifications such as employment status.  
    • Note: See here for more information about how faculty classifications are populated during faculty data load
    • Configuration of faculty classification values (expected behavior of faculty classifications during faculty base data load): When a record is first received and the faculty ID does not have existing records in the system, the faculty base data load will populate faculty classification data values based on data received during the load. If the faculty based data load contains "year started," classifications will be added starting with the year started. For example, if a faculty member was listed as Full time in 2001 in the "start year" field in the file, this will display as Fall of 2001 to ongoing.
    • If a start year, date started is not provided, the system uses the selected semester in the upload form. In the base data load form, this is used to populate the begin date for faculty classifications in the file, providing this is a new file.  
    • Existing faculty accounts:
      • If loading data for faculty accounts that already exist, then faculty classification values are not calculated, updated, or modified with the data load.
      • Exisiting accounts have to be updated via a faculty classification data load.
• Check to Inactivate Faculty Not in Upload -  When checked, faculty members who are not listed in the data being uploaded, but do have an account, will be marked with an employment status of Inactive. When checked, the Inactivate Faculty Not in Upload window will appear with the following options:
  • To inactivate faculty based on their employment status (FT, PT, Staff). These options are checked by default. Unchecking one means that employees with this status will not be effected by this option (not inactivated).
  • To set what terms to inactive the selected faculty members. You have the option to inactivate for just the current term, or to inactivate them indefinitely. The first option is used when you want to set faculty to inactive for the designated term only, so for example, when faculty takes sabbatical and returns to full time at a later date.  
  • Whether or not to disable login status for the faculty members selected above.
• Update Existing Records* - If a record currently exists in the system for the data being uploaded, this will allow those records to be updated with the information that is within the uploaded file.
• Respect Locked Preferred Names* - If a user's preferred name has been 'locked' than by selecting 'Yes', their name will not be altered by this new upload.

(*) Indicates a required field.

When Faculty Classifications is the selected data type in Section 1, the following fields can be configured in Section 2 - Select Semester:  

• Start Semester & End Semester - Determines the starting and ending semesters for classifications being added.
• Display Terms in First Four Columns (only if uploading Multiple Terms) - If you are uploading multiple terms of data, select this option to add four additional fields in the first four columns; 'Semester' and 'Calendar Year', 'End Semester' and 'End Calendar Year'. When checked, the semester fields no longer apply, and your uploaded data must contain those four columns when this option is enabled.
  • Note: The system overwrites the semester fields, and the system will expect to see the first four columns of the file starting with start term, start year, and then end term, end year. We recommend that users select this option and provide the first four columns to avoid having to update semester settings above.

When Current Positions is the selected data type in Section 1, the following fields can be configured in Section 2 - Select Semester:

• Semester - Choose the semester for the data that you are uploading.
  • Note: the Semester field does not apply to the date being provided, the information is purely for the summary table.
• Remove Existing Position Titles* - Choose whether or not you would like to remove existing position titles.. You have the following options:
  • Yes, remove all existing positions titles - Will remove all current positions from the institution. This option should only be used if the file being loaded contains all current positions for faculty at the insitution.
  • Yes, remove all existing positions for user in upload - Removes all current positions for faculty in the file being loaded.
  • No, update existing position titles- Updates all of the existing position titles, with information from the data load.

(*) Indicates a required field.

When uploading Secondary Unit Assignments, you have the ability to configure the following fields in the 2- Select Semester section:

• Semester - Unit assignments are not term based, so this option just populates the summary table
• Remove Existing Secondary Assignments* - Choose whether not existing secondary assignments should be preserved, or removed.
  • Yes remove all existing position titles: This will remove all secondary unit assignments at the insitution that were in the system prior to the load.  
  • Yes, remove existing existing secondary unit assingment for users in upload: This option removes all current positions for faculty in the file being loaded.
  • Yes, remove existing existing secondary unit assingment for users not in upload: This option removes secondary assingments for faculty not in the file being loaded.
  • No just add new assingments

(*) Indicates a required field.

After selecting Courses in the Type field of Section 1, the page will update to display the upload form for that data type.

After selecting Course Prefixes in the Type field of Section 1, the page will update to display the upload form for that data type.

After selecting Committees in the Type field of Section 1, the page will update to display the upload form for that data type.

If the current upload fields are not what you expected, you likely have to go modify the Upload Form in the Setup menu of the Admin tab.

After selecting Units in the Type field, the page will update to display the upload form for that data type.  If the current upload fields are not what you expected, you likely have to go modify the Upload Form in the Setup menu of the Admin tab.

After selecting Scholarly Outlet Metrics in the Type field of Section 1, the page will update to display the upload form for that data type.

If the current upload fields are not what you expected, you likely have to go modify the Upload Form in the Setup menu of the Admin tab.

After selecting Scholarly Outlets in the Type field of Section 1, the page will update to display the upload form for that data type.

If the current upload fields are not what you expected, you likely have to go modify the Upload Form in the Setup menu of the Admin tab.

After selecting Support Accounts in the Type field of Section 1, the page will update to display the upload form for that data type.

If the current upload fields are not what you expected, you likely have to go modify the Upload Form in the Setup menu of the Admin tab.