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Staff: Understanding Course Planner Data Files

Janelle Safford avatar
Written by Janelle Safford
Updated over a week ago

Some data files are essential for configuring and implementing the Course Planner, but not all of them are necessary. This article will assist you in distinguishing between required and non-required data files, as well as provide examples of situations where you might benefit from using the non-required files.

Best Practices

Providing good data at the start of Course Planner implementation is a critical step in setting your district up for success. These suggested best practices will help this process run smoothly.

Include as much data as you have, even if marked ‘not required’

Many fields, while not required, will speed up the implementation process if you can send us the data.

Your SIS should be the source of truth

Whenever possible, we want key course details (name, description, subject, credits, etc.) to be specified in your SIS and exported in the file. This ensures that the data in your SIS matches how it will appear in SchooLinks.

*Note: Changing a field in SchooLinks, will mark it as manually modified, and that field will no longer be updated by changes in the course master data we receive from your SIS.

Prioritize getting the Course Master and Student Courses files to us

We will not be able to proceed with implementation until we have your courses loaded; therefore, dedicating time to export this information from your SIS into SchooLinks as quickly as possible will help keep your implementation on track.

Required Data

Course Master File

The purpose of the Course Master File is to upload all the courses your district offers into SchooLinks. This is typically exported from your SIS and periodically loaded into SchooLinks as courses are added, removed, or updated.

Depending on your SIS, there are different data schemas available. Refer to the table below to find the right format for your district.

*Note: Most districts will use the SchooLinks Course Master.

Format

Description

Technical Reference

SchooLinks Course Master

For all student information systems other than PowerSchool, Skyward SMS and Skyward Qmlativ.

PowerSchool Course Master

For districts using PowerSchool.

Skyward SMS Course Master

For districts using Skyward SMS.

Skyward Qmlativ Course Master

For districts using Skyward Qmlative.

Infinite Campus Course Master

For districts using Infinite Campus

Student Courses

The purpose of Student Courses is to upload the courses students have previously taken and are currently taking into SchooLinks. This is typically exported from your SIS and sent nightly to ensure updates are quickly reflected in student course plans.

We ask that you send both current and historical courses.

  • Current courses are the courses that students are currently enrolled in. These are courses for which we do not yet have grades or earned credits. We need to know what students are currently taking to estimate the credit they’ll earn (we assume they’ll pass!) and count that towards their graduation requirements.

  • Historical courses are courses that students have taken in the past. This might be in a previous year or a previous semester. For historical courses, we load data indicating the number of credits the student actually earned and the grade they achieved. This lets us determine if these courses actually fulfilled graduation requirements.

Available Data Formats

SchooLinks provides a documented data format for your student courses. You can provide historical and current courses separately or send them as one combined file.

✅ Student Courses File Best Practices

  • Send us transfer courses. If students have courses on their transcript that don’t exist in your course master, that’s fine! We can handle that, and we want to ensure these courses count toward graduation requirements. (We’ll set that up later during implementation).

  • Be cautious with manual edits to the file. Try to avoid opening the file in a spreadsheet editor to make changes. This can often lead to incorrectly formatted data.

  • Watch for ‘leading zeros’ in course IDs. Do any of your course IDs start with a zero? If so, be aware that most spreadsheet editors remove the leading zero if you open and edit the file. This can lead to incorrect course IDs or duplicated courses.

  • Include middle school courses for high school planning if applicable. If what students take in middle school can impact what courses they can take (or need to take) in high school, include those courses! We can use these to fulfill graduation requirements or satisfy prerequisites.

  • Let us know if what students plan is different from what gets scheduled. For example, if students plan a year-long course, but you break it into two semesters for scheduling (and will send us two courses in the current/historical courses file), let us know. SchooLinks can handle it, but this may require some additional configuration.

Planned Schools

The purpose of the Planned Schools file is to allow SchooLinks to identify which school a student will be attending next year. This can determine which courses, programs, and graduation plans will be available to them.

Many students will be transitioning schools, such as 5th graders moving from elementary school to middle school or 8th graders moving from middle school to high school. SchooLinks can address this in the following ways:

  • Upload a Student Plan Schools data file, which tells us which school each student will attend next year.

  • Create feeder patterns using a Feeder Pattern file, which automatically sets next year’s school based on a student’s current school.

You can use both, but note that the data in the Student Plan Schools file will take precedence.

Available Data Formats

SchooLinks provides a documented data format for Student Plan Schools and

Feeder Patterns.

✅ Planned Schools Best Practices

  • You can use both a plan schools file and feeder patterns; however, the data in the Student Plan Schools file will take precedence, and Feeder Patterns can fill in any gaps in the data.

  • You can send a partial list of planned schools in the Student Plan Schools file to make small updates.

  • Be cautious about making manual changes to planned schools within SchooLinks because it will not be updated by changes we receive from the plan schools file or a feeder pattern.

Other Available Data Files

In addition to the required data feeds, SchooLinks provides many additional data formats that can be used to load information into Course Planner.

The data feeds listed below are not required to implement Course Planner, but may be helpful based on your district’s specific needs.

Graduation Plans and Programs

Student Graduation Plans

The Student Grad Plan file indicates which graduation plan each student is planning for. This can be very useful if you have multiple graduation plans already assigned in your SIS.

Program Master

The Program Master defines the programs of study (pathways, endorsements, etc.) offered by your district. While these can be created within SchooLinks, this data file jumpstarts the process by loading programs currently defined in your SIS.

Student Programs

Student Programs is used to indicate which programs (pathways, endorsements, etc.) students are pursuing. When this data is loaded, students will see these programs of study already selected on their course plan.

Course Selections

In most cases, sequences are a better way to add courses to a student's course plan automatically. This requires less data and can be easily configured and updated within SchooLinks. Review this article to learn more about creating sequences 👉 Configure a Sequence Picker in Course Planner

Student Preselected Courses

Student Preselected Courses allows courses to be pre-populated in student course plans. This data feed specifies students who should have specific courses added in specified years.

*Note: This file must always include all preselected courses, as all preselected courses are reset and recreated each time this data is processed.

Rule-based Preselected Courses

Another method for pre-populating courses on student plans is the Rule-Based Preselected Courses file. This file adds courses based on a rule, rather than specifying specific courses for specific students. Courses can be added for students in a specific school and with a specific student tag.

Course Progression

Progressions are used to group courses that must be taken together and be taken in the right order, but are in different grades.

Course Information

Course Tags

The Course Tags file allows you to define tags that can be added to courses so students and counselors can easily see information visually (AP, Honors, etc.)

Course Prerequisites and Corequisites

The Pre/Corequisites schema can be used to set up prerequisites and corequisites for courses. If you have the data, SchooLinks can load the description of the requirement, credits required, and a list of courses that can fulfill the requirement.


Summary Table of all Data Files

Use this table to understand which files you’ll need to send for Course Planner setup. Notice there is a column for what is required to get started, as well as any additional files that may help customize the experience for your district.

Data File

Purpose

Required/

Recommended/

Optional

Notes/Best Practices

Course Master

Loads all district-offered courses into SchooLinks.

Required

Must be exported from SIS; multiple schema options. SIS should be source of truth.

Student Courses

Loads courses students have taken (historical) and are currently enrolled in.

Required

Needed to track credits earned and estimate credits in progress. Can be combined or separate files. Include middle school courses if applicable.

Student Plan Schools

Identifies which school a student will attend next year.

Recommended

Takes precedence over feeder patterns; helpful for transition years.

Feeder Patterns

Defines rules for assigning planned schools automatically.

Recommended

Works as a fallback if plan schools file isn’t complete.

Student Grad Plans

Specifies which graduation plan each student is on.

Optional

Useful if multiple grad plans exist in SIS.

Program Master

Defines programs of study (endorsements, pathways, etc.).

Optional

Can be created in SchooLinks, but this file speeds up setup.

Student Programs

Shows which programs (endorsements, pathways, etc.) each student is pursuing.

Optional

Auto-populates selections in course plans.

Student Preselected Courses

Pre-populates courses in plans for specific students.

Optional

Must always include all preselected courses with each upload.

Rule-based Preselected Courses

Auto-assigns courses to students based on rules (school, tags, etc.).

Optional

Less manual, good for bulk logic.

Course Tags

Labels courses with visual tags (AP, Honors, etc.).

Recommended

Improves visibility for students and counselors.

Prerequisites/Corequisites

Defines prerequisites and co-requisites for courses.

Recommended

Helps enforce course requirements automatically.

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