Blackbaud K-12 User Conference Breakout Session Behind the Scenes Data Coordination - Scott Ardill and Steve Sandifer

2. BEHIND-THE-SCENES DATA
COORDINATION
Scott Ardill & Steve Sandifer – The John Cooper School

3. Welcome
#BBK12UC
One of the most powerful features of
Education Edge is the ability to
augment the basic structure of the
database with attributes. Further, the
ability to globally edit and/or update
standard database fields and attributes
allows the user to tailor the database
to better fit their needs.

4. #BBK12UC
Data-In-Data-Out
• Personal Data
• Basic Data Tools
– Attributes, Global Changes, CSV Files,
Queue
• Data Out
– Queries, Queries from Reports, Exports
• Data In
– Imports
• Data Between
• Data Exchange (Q&A)
• Data about onSuite Transition
• Parting Data

5. #BBK12UC
Personal Data
The John Cooper School
1180 Students in Prekindergarten - 12
Private, Nonsectarian
The Woodlands Texas (north of Houston)
Scott Ardill
Webmaster
Steve Sandifer
Database Coordinator

6. #BBK12UC
Attributes
• Don’t Overlook the
Unique option
• Using the academic
year in the name –
thoughts?

7. #BBK12UC
Global Change – Add Attribute
• Add the attribute first
• Use Replace for
dates along with a “+”
• Attributes come with
their own dates
• Look for blank import
ids

8. Comma Separated Values (CSV)
#BBK12UC
Last,first,gender,grade,advisor
Sample,Ima,Male,12,Larance
Sample,Youra,Female,8,Tasgen
Record
Field
Delimiter
Header

9. #BBK12UC
Queue Module
Automatically Schedule Global
Changes and ore

10. #BBK12UC
Queries
• Cntrl-A
• Email a query
• Multiple rows
per student

11. #BBK12UC

12. #BBK12UC
Queries from Reports

13. #BBK12UC
Exports
• One row per record
• The first option you
choose “fixes” the
subsequent exports
• To keep things in
order, export the
same field multiple
times

14. #BBK12UC
Imports – Tabs
• Export to Import
• Delimited with

15. #BBK12UC
Imports – Fields Tab

16. #BBK12UC
Registrar’s Office External Text Alert System
Folder on Network/
Shared web folder
Student Billing
Cafeteria Software (Counterpoint)Website (BBNC)
• Export dates of physicals and import dates into attributes
• Export contract attributes from web-forms to student billing
• Do global changes based on imported attributes
• Where do YOU move/want to move data?
Administration
Parent Groups
Data Between

17. #BBK12UC
Admission Office Local Computer Applicants
• Place decisions on EE (AO) records manually
• Export a CSV file with the decisions and email addresses
• Open Word mail-merge and create letters
• Switch to email-merge and create emails
• Run a global change to put the letter dates on attributes
Admission Letters

18. Data Exchange
#BBK12UC
Questions?
Answers?
Thoughts?

19. onSuite Data
#BBK12UC
Questions?
Answers?
Thoughts?

20. Parting Data
#BBK12UC
www.johncooper.org
support@johncooper.org
281-367-0900 ext. 2396
The John Cooper School
One John Cooper Drive
The Woodlands, Texas 77381