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“How Pedagogue Loads Student Data"
by Joe Sabin and Ted McClure

Overview

Pedagogue Solutions works with clients ranging in size from small companies and departments up to large Fortune 100 companies. All clients, no matter how small or large, require that their student rosters be loaded into the assessment system so assessments can be assigned both at the individual and group levels.

The Task

Information about the students must be imported into the assessment system before assessments can begin. In most cases, the student data must also be synchronized with the employee database on a regular, ongoing basis. The degree of automation in this process varies with the size and needs of the client.

Methods

We work with several methods of information transfer. The method most commonly used by our smaller clients is e-mail, while larger clients use a file transfer or a database-to-database transfer. There are several variations on the following methods, but here we explain the most frequently used.

E-mailed Excel Spreadsheet

The most popular method for our smaller clients (and even some large clients) is to e-mail us spreadsheets with the student roster. Spreadsheets have been used to load student populations ranging from 6 to 6,000 students into PedagogueDirect portals. Many sales training organizations keep their sales representative data in spreadsheets, so this method makes it easy for them to get their student information to us.

We are flexible in dealing with the formatting of the spreadsheet and only require a few fields. Otherwise the fields included can be anything the client wants to report on: geographic information (territory, district, region), job title, reporting relationships and more. The file is turned into a CSV file and imported using a Pedagogue data loader.

File Transfer

Most of our larger PedagogueDirect users establish a feed from one of their internal databases (e.g. an extract from an ERP system, such as SAP). The customer extracts the student data from an internal database and places it where a person or server can FTP it to our secure FTP server. Once on our server, there is a customized automated process that loads the data into a custom student configuration.

We will work with any file format that allows the information to be extracted. As with spreadsheets, the fields included with an automated task can be flexible and match up with the needs of the client.

Database to Database Transfer

When the Pedagogue software is installed at a client site, the Pedagogue database may be in the same network as the client’s employee database. In this case, the student data can be synchronized in Pedagogue by a fully automated, direct transfer of data between the two databases.

In the employee database, permission is granted for Pedagogue to access certain tables or views in the employee database. If the databases are on different servers, a database link is created between the two databases. Pedagogue Solutions then customizes an import program that is stored in the Pedagogue database. This program runs on a scheduled basis to synchronize the student data in the Pedagogue database with the source data.

The use of a database view allows the owner of the source data to protect sensitive information. For example, a client might want to use an employee management system such as SAP to be the source. However, that system may contain social security numbers, salary, home addresses, etc. Those items can be completely hidden from the synchronization script by using a view. The view establishes which database tables and fields are available to the Pedagogue system.

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