NSLDS Reports Import

Process Tab

Use the Process tab to specify the selection criteria for manually queued import jobs. For automated imports, use the Schedule tab to specify the import options.

1. Select a File Type.

   • Cohort Default Rate

   • Delinquent Borrower Report

   For more details, refer to Export and Import File Types.

2. Select the search icon () in the Selected File field and select the file you want to import.

   The available files list shows only files that match the selected File Type even though the EDE path may contain other files.

3. The Campus EDE Path of the user's default campus is displayed.

   Important: You must load the report files received from NSLDS into the configured Campus EDE path.

4. Select the Queue Import button.

   The Submit Batch window displays the default Batch Name. You can edit the Batch Name.

5. Select Submit in the Submit Batch window. This starts the background job to process the data and create batches from the selection criteria. For each file to import, one job is created.

   The selected file is read from the local Campus EDE path and copied to the System EDE Path.

6. When the job is submitted successfully, the following message is displayed: “The <File Type> import was successfully queued.”

   The processed import files are renamed to BK.

   Examples:

   • DELQFFOP.001 will be renamed to DELQFFBK.001.

   • SHCDREOP.002 will be renamed to SHCDREBK.002.

   The extension of the import file (e.g., 001) indicates the transaction sequence number.

7. When the job is completed, a notification appears in the command bar. The number of failed jobs will be indicated in red ().

   Continue with the History tab.

History Tab

Batches

The History tab displays the results of manually queued jobs and scheduled jobs.

1. Review the grid listing the final batches for the import.

   Batch ID The batch ID of the transmission file. Name The name or description of the batch. File Type Indicates the imported NSLDS file type: Delinquent Borrower or Cohort Default Rate. Started The start time of the background job. Duration The duration of the background job (hours minutes seconds). Status A status of Preparing indicates that the jobs in the batch are still being created or are waiting on the system resources required to create them. Started indicates that the batch has been started. (At least one job in the batch is Enqueued, Processing, Succeeded, or Deleted.) Succeeded indicates all jobs in the batch have been executed and ALL job states are Succeeded. Completed indicates all jobs in the batch have been executed and some jobs may be in Succeeded state, but at least one of the jobs is in Deleted state. Awaiting indicates the batch is awaiting the completion of a dependent job or batch. Deleted indicates that the batch has been canceled. Results Indicates the processing result for job. If it was successfully processed, it displays Passed or Succeeded. Otherwise, it displays the reason why it was not processed. Import File Name Name of the import file.

   Campus The campus associated with the logged in user's session. Campus EDE Path The UNC-compliant file path used for file transfers between Anthology Student and the FPS system. The Campus EDE path is used for campus-specific file transfers. Date Queued The date and time when the batch job was queued Imported By The name of the staff member who submitted the background job or batch for processing. Number of Records The number of records in the batch. Records Imported Number of records imported. Date Imported The date and time when the batch job succeeded.

2. Select the refresh icon () in the footer of the grid to retrieve the current status of the background jobs.

3. If the job status is "Completed" and there is a "Details" link in the Results column indicating that the job did not succeed, you can select the Retry Batch button in the grid toolbar to resubmit the job.

   This option can be useful if an error occurred after the job was submitted (e.g., network issues, SQL server cannot be reached).

4. To remove a batch, select the Cancel Batch button in the grid toolbar.

5. For a job with a status of Succeeded, select the link in the Batch ID column to review the records contained in the batch.

   The <File Type> Report section is displayed.

 

NSLDS <File Type> Report

1. For file type Cohort Default Rate:

   Review the data in the grid header and grid.

   • Header:

     File Name File name of the generated file. Cohort Year Identifies the cohort period associated with the report. User Name The last and first name of the staff member or process that added or created the item. Interest Balance Balance of interest that remains to be paid. Batch ID The batch number. Based on the selection criteria, the job processes data and creates batches asynchronously in the background.

     Official Rate The official cohort default rate released by the Department of Education once per year. Process Date The date and time when the job was processed Rate Calculation Date The date when the cohort default rate was calculated by the Department of Education. School Code Unique codes assigned by the Department of Education for schools participating in the Title IV federal student aid programs. Students can enter these codes on the FAFSA to indicate which schools they want to receive their financial application results. The School Codes are configured in Anthology Student under Campus Setup > Locations. A Federal School Code is always six characters: 0 (zero), G, B, or E, and a 5-digit number. Anthology Student supports only numeric school codes. If the Federal School Code for your institution contains the letter G, B, or E, replace the letter with a zero (0). Principal Balance Balance of the principal that remains to be paid.

   • Grid:

     Student The last and first name of the student. Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it. Default Rate Usage Code Identifies how the loan is counted in the institution's cohort default rate calculation, e.g., N=Not Used, B=Both. Loan Identifier The ID assigned to the loan by COD.

     Academic Level Student’s academic or grade level in school at the beginning of the specific period covered by the loan. Loan Type The type of loan. PL and GB indicates a Plus loan. SF indicates a subsidized loan. SU indicates an unsubsidized loan. CS indicates a combination of subsidized and unsubsidized loan. Loan Status Code The status of the borrower’s loan. Amount The approved amount of the loan.

   For file type Delinquent Borrower Report:

   • Review the following fields in the grid header:

     File Name File name of the generated file. Process Date The date and time when the job was processed Batch ID The batch number. Based on the selection criteria, the job processes data and creates batches asynchronously in the background.

     School Code Unique codes assigned by the Department of Education for schools participating in the Title IV federal student aid programs. Students can enter these codes on the FAFSA to indicate which schools they want to receive their financial application results. The School Codes are configured in Anthology Student under Campus Setup > Locations. A Federal School Code is always six characters: 0 (zero), G, B, or E, and a 5-digit number. Anthology Student supports only numeric school codes. If the Federal School Code for your institution contains the letter G, B, or E, replace the letter with a zero (0). Total Delinquent Borrowers Total number of borrowers delinquent. User Name The last and first name of the staff member or process that added or created the item.

   • Review the following fields in the grid:

     Student The last and first name of the student. Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it. Borrower Name Borrower's last name and first name Days Delinquent Number of days the borrower is delinquent as of the Submittal Timestamp.

     Amount The approved amount of the loan. Loan Date Date when an FDLP loan was originally disbursed or Date when an FFELP loan was originally guaranteed. Next Payment Due Date The date of the earliest unpaid installment.

2. To view the Student Profile for a record, select the link on the student's name. The Student Profile page for the selected record is displayed in a new browser tab if you have permission to view student data.

   If the student is not found in the Anthology Student database, there will be no hyperlink on the student's name.

Schedule Tab

Use this tab to create, edit, activate, deactivate, delete schedules, and specify import options (i.e., selection criteria). You can also view detailed information on the last 5 runs of a scheduled import process and manually trigger the execution of an import process.

1. Review the grid listing the previously created schedules for the Cohort Default Rate and Delinquent File import.

   Name The name or description of the schedule. Active Indicates whether the schedule is active. Frequency Indicates the frequency with which the schedule is run. Selecting from Daily, Specific Date, or Monthly will update the frequency details to be defined.

   Next Run Indicates the date and time when the schedule is expected to run again. Last Run Indicates the date and time when the schedule was last run.

2. To remove a schedule, select the schedule and select Delete.

3. To activate an inactive schedule, select the schedule and select Activate.

4. To prevent an active schedule from running, select the schedule and select Deactivate.

5. To trigger a scheduled import process to run immediately, select an active schedule and select Run Now.

6. To view details of a previously scheduled job, select the expand icon () in the left column. The following details are displayed:

   Status The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors. Result Indicates the processing result for job. If it was successfully processed, it displays Passed or Succeeded. Otherwise, it displays the reason why it was not processed.

   Job Triggered The start time of the background job. Completed The date when the item was completed.

7. To edit a schedule, select the link in the Name column. The Edit Schedule - <Name> form is displayed below the grid.

8. To create a schedule, select the New button in the grid toolbar. The New Schedule form is displayed below the grid.

9. Specify or edit the following Schedule properties:

   Name The name or description of the schedule. Active Indicates whether the schedule is active. Frequency Indicates the frequency with which the schedule is run. Selecting from Daily, Specific Date, or Monthly will update the frequency details to be defined. Days The days of the week. Specific Date Month/Day/Year or Year-Month-Day Monthly The schedule is run every month.

   Recurrence Select the recurrence pattern of the schedule, either "Occurs every" (Hour) or "Occurs once at" (H:MM:TT). Start Date The date that an item starts or the first day it can be used. Not applicable if Specific Date is set as the Frequency. End Date The date when an item ends or the last day it can be used. Time Zone A region that observes a uniform standard time for legal, commercial, and social purposes. Notify Staff Optionally, select staff members to be notified when the schedule is executed.

   NSLDS Reports Import Options

   File Type Indicates the imported NSLDS file type: Delinquent Borrower or Cohort Default Rate.

   Campus EDE Path The UNC-compliant file path used for file transfers between Anthology Student and the FPS system. The Campus EDE path is used for campus-specific file transfers.

10. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button

11. To close the New Schedule or Edit Schedule form, select Cancel.