Curriculum & Catalog Management Glossary

GLOSSARY

Kuali Curriculum & Catalog Management | Technical | Higher Education

Glossary of common terms and systems related to curriculum and catalog management including Kuali specific terminology, acronyms, and helpful references can be found below.

Action List - The Action List allows any user in the system to view and access proposals that they need to complete an action on.

Addendum (Curriculum) - A proposer can request another user in the system to add a comment to their draft proposal. These comments will live on the proposal for the approver(s) to view as the proposal passes through workflow.

Addenda (Catalog) - Contains new and updated information that becomes available after a catalog edition is published.

Addenda displays any changes made to the content in a catalog after the catalog's chosen start date. The types of changes displayed include:

• New - new courses, programs, etc. never published before in the selected catalog
• Updated - previously published courses, programs, that have been changed since publication
• Retired - courses, programs, etc. no longer offered

Agenda - Agenda provides institutions with a method for quickly and easily compiling, reviewing, and approving proposals as part of the curriculum cycle.

Audit Log - This tool enables users to analyze changes that have taken place to a specific item (e.g., course, program, etc.) including:

• Action taken (item was created, edited, updated, etc.)
• Form field the action was taken on, if applicable (e.g., Subject Code or Description)
• User who completed the action
• Date and time when the action occurred

Users are able to see a distinction between what existed before and the change that occurred.

Catalog Management - Kuali Catalog Management works seamlessly with Kuali Curriculum Management to turn your customized courses and programs into a branded catalog, which you can dynamically build and publish online or download in PDF format and print for distribution. Any changes made to your curricula are automatically reflected in the catalog.

Curriculum Management - Kuali Curriculum Management helps institutions build and maintain a permanent, canonical record of all versions of its programs, courses and other types of learning experiences (e.g. service learning projects, apprenticeships, competency-based learning and prior learning assessments)

• Course - A course is a unit of teaching that typically lasts one academic term. The course item has its own form configuration, workflow, and search page. This item type can be renamed under institution preferences.
• Edit Mode - When you are editing a draft or proposal (see proposal definition below) you are in Edit Mode. In edit mode you can change any field and each field is saved immediately. You can undo any changes on the right hand menu bar. Each role has different editing rights. Admins, CM admins, proposal owners, and those proposals have been shared with are able to edit the proposal.
• Experience - An experience is an item type that institutions can use for any additional items that they want to track in the system. Experiences have their own form configuration, workflow, and search page. This item type can be renamed under institution preferences.

Item Type - "Item types" or "Item(s)" are the general terms used to refer to the configurable items such as courses, programs, experiences, etc. in Curriculum Management. Due to the configurable nature of the titles of these items, documentation will typically use these terms to minimize confusion across institutions.

For helpful information on how to Propose a New Item click here:

Users should propose a modification to a course, program, etc. when an existing version of that item exists and should be updated for a future version. For instructions on how to propose a new course, program, etc., see Propose a New Item .

Knowledge Base - The Kuali Knowledge Base allows users to access documentation for each product in a user-friendly, searchable interface. Users can use search to look up keywords or subjects within the documentation or simply browse the available resources by section. Documentation is added and updated regularly.

Learning Outcomes - Learning Outcomes can be created by users on your forms or by an Admin in System Settings. Course outcomes can be linked to program outcomes, and you can report on these relationships for your universities.

Option Type (admin) - Option Types are small forms that Admins use to create pick-lists that users can select from when they are completing forms. CM comes pre-loaded with common Option Types and you can also create custom Option Types. Each record in an Option Type is called an Option and may consist of one or several fields.

Program - A Program is a program of study that usually results in a degree or other award. It normally contains information such as courses to take, rules for admission and graduation, accreditation information, program ownership, and so forth. Programs have their own form configuration, workflow. and search page. This item type can be renamed under institution preferences.

Proposal Group - Proposal Groups are used to support users who want to group and follow the approval of multiple, related items. For example, a central administrator may use Proposal Groups to bundle together all proposals related to a new program including new courses or specializations.

Reports - Users will have access to reports for each item type in use at their institution. Any item types not in use will not be displayed in the report landing page.

Default reports (item types) include:

• Courses
• Programs
• Experiences
• Specializations
• Policies
• Agenda

Report Filter - Users can filter report data by the following criteria:

• Status (e.g., active, retired, etc.)
• Date last modified
• Groups (e.g., department, college)
• Advanced filters (form fields and meta data associated with item types such as credits, title, description, etc.)

Revision - Revisions are changes to versions of items (e.g., courses, programs, etc.). Revisions are submitted for approval in Workflow, either in the original Workflow configuration used for all proposals or in a revision-specific workflow.

Rich Text Gadget - The rich text gadget is a gadget available to include on any form in Curriculum Management. This gadget allows users to insert rich text into their proposals, including bolded, italicized and underlined text.

Roadmap :

• Kuali Curriculum Management Product Roadmap
• Kuali Catalog Management Product Roadmap

Specialization - A Specialization is an item type that links to and inherits from a program. It is generally a more specific degree or award that can be achieved. This item type can be renamed under institution preferences.

Status - Each version of a document in CM has a Status. The status identifies if the course, program, etc. is offered in Enrollment. These statuses depend on the current term that is set up in System Settings.

• Draft - When you initially create a new document it is considered a draft. Your document will remain a draft until you submit to workflow.
• Review - When a document has been submitted for approval its status moves from draft to a proposal. Having a status of proposal means the version is in the process of being approved.
• Active - Proposals are active once they have completed the approval process and if they are within the current term.
• Future - Versions get the Future Status when a proposal is approved with a future start date. When the document becomes current it receives the Active Status.
• Past - When a document has an end date that is in the past it receives the status of past
• Retired - A curricular record can be retired when it will no longer be offered or available in the catalog. 

Subject Code - Each institution can create a list of Subject Codes for their courses. A Subject Code is an identifying code for your courses. This option type can be renamed under institution preferences.

Support, Get Help and Support - During implementation, you will designate up to three support representatives who are able to submit help requests via the Kuali Support portal.

We respond to help requests in accordance with our Service Level Agreement, which was provided to you as part of your agreement with us or with the Kuali Foundation.

See the article Creating a Support Account for more information.

• Support Ticket Process
• Use the Kuali Support Portal

User Community (public) - https://kuali-ccm.zendesk.com/hc/en-us/community/topics

https://kuali-ccm.zendesk.com/hc/en-us/articles/360018727313-Using-Kuali-Community

In addition to articles available in the knowledge base there is also the Community feature in Kuali Support that gives community schools a forum for discussion on a variety of topics. The Community link is available in the top right hand corner or on the main Kuali Support page where you can join the conversation. Not only can you post on topics with questions or engage the community on feedback but also 'follow' any of the Topics or Posts so you are automatically notified when further activity occurs. Users can also comment on posts and vote to reflect their agreement on posts or comments.

In order to view Topics and participate in the Community feature users from member schools will need an account in Kuali Zendesk. The following link will allow you to access the community directly: https://kuali-ccm.zendesk.com/hc/en-us/community/topics

User Dashboard - The user dashboard gives users a view into the proposals they've created or that have been shared with them and any actions required of them in the approval process. From the dashboard, users are able to access drafts in progress, review where their proposals are at in the approval process, and take action on items waiting in their Action List.

Version - Each document in Kuali's Curriculum Management has Versions attached to it. Each time a user proposes changes they are asked to define a new start term and it creates a new version. Multiple versions can be offered in Enrollment; returning students and alumni may have an old version of a course on their record while new students are enrolling in new versions of a course.

Kuali Admin (i.e. Power User) Settings

Current Term (admin) - In system settings, admins can identify the current term. This information will drive the statuses of approved documents; for example, courses that start before or during the current term and have not yet ended are considered "Active."

Feature Flag (admin) - The Feature Flag section in system settings lets you turn on and off new functionality. This lets you prepare by turning on new features in your staging or sandbox environment before turning them on in production.

Form Gadgets - Form gadgets allow users to add in fields on their item forms for users to enter in data, select from a predetermined list, etc. Gadgets also determine the data available for use in reporting.

• Kuali Days 2020 Form Configuration Gadget

Form Templates - Each item type (Course, Program, Experience, Specialization) gets its own Form template. Templates are configured by Kuali admins. Each time a new draft is created it pulls from the template defined for that item type.

Inactivate (admin) - You can Deactivate and Reactivate options in system settings. Note: The system prevents the deletion of your options or option types to prevent the corruption of data.

Implementation and Support Applications Used :

• Mavenlink - Kuali implementation project management tool, Mavenlink. Mavenlink is used as our communication hub for all questions and asset tracking related to implementation. An initial project plan with phases, tasks, and assignees will be created by your Primary Contact. This project plan will be refined in collaboration with your project team to reflect the specific constraints, goals, and objectives of your institution.
• Zendesk - Kuali's selected communication platform for support access, user community, release notes, and helpful resources like general documentation for curriculum. Zendesk allows admins to submit tickets (ex: configuration change request), ask questions, and add your voice to the roadmap for new feature requests. Click here to access general documentation for catalog.
  • Helpful Information for New Customers
  • See the article Using the What's New Section for more information.

User Role (admin) - You can give each user a role in user settings. Any user in the system can be part of curriculum governance or workflow and serve as a reviewer of curriculum.

• Admin - Admins have access to Groups, Users, Workflow, and System Settings. They can also admin approve proposals, view admin only panels, and access all proposals in the system.
• CM Admin - CM admins have access to System Settings, can admin approve documents, can view admin-only panel, and access all proposals in the system.
• User - Users have the ability to create their own proposal.

Workflows and Groups

Category (admin) - Categories are the templates for workflow groups. In the category you define its roles, and parent category. (e.g. Department) You can create workflow groups within the template. (e.g Math Department)

Category Role (admin) - In Groups you can create roles for your categories. An example of one of these roles would be "Department Chair". The role is configured on the category level and then you select individual users in each group.

Groups (admin) - Groups allows institutions to configure their organization's hierarchy in order to assign users to specific roles within the system. These roles drive multiple features within Curriculum and Catalog Management such as Workflow and permissions.

You create Workflow Groups from within a category. An example of a workflow group would be "Math Department". Within the Math Department you can define which users fill which roles (e.g. John Doe is the Chair of the Math Department).

Glossary of Higher Education Terms

Career Clusters : Higher education programs have been grouped into career clusters to align terminology used in higher education programs and majors ( CIP Codes) with those used in the workforce for careers and occupations.

In total, there are 16 Career Clusters in the National Career ClustersTM Framework, representing more than 79 Career Pathways to help students (at both the secondary and postsecondary level) link the knowledge acquired in school with the skills needed to pursue careers. By tracking college graduates in higher education programs to specific career clusters, potential workforce needs can be estimated.

Classification of Instructional Programs (CIP or CIP Codes) : Developed by the U.S. Department of Education as the national taxonomic standard of academic program titles for federal surveys and state reporting of institutional data.

Statewide Common Numbering System (SCNS) or Common Numbering System (CNS): The major purpose of this system is to facilitate the transfer of courses between participating institutions.

Acronyms for Common Terminology Used

• Software as a Service (SaaS)
• Customer Success (CS)
• Amazon Web Services (AWS)
• Student Information System (SIS)
• Statewide Common Numbering System (SCNS) or Common Numbering System (CNS) Classification of Instructional Programs (CIP or CIP Codes)
• Single Sign-on (SSO)

Helpful References:

• Discover existing materials to learn more about Kuali Curriculum Management best practices. Click HERE and scroll to the bottom of the page to access webinars, case studies, blog posts, and more. For Academic Catalog materials, click HERE
• Newsletters are sent out monthly by Kuali and include announcements about events and updates, blog posts by Kuali, industry insights, and links to relevant external articles.
• Technical information (ex: Kuali APIs, integration, Single Sign-On) can be accessed online without any username or password. For example, click HERE to read Kuali's API documentation.

Stay connected with our Product updates:

• Knowledge Base : Our knowledge base contains in-depth articles about product functionality with additional information added regularly.
• Release Notes : Our release notes will help keep you up to date about new features and fixes rolled out via our continuous delivery process.
• Webinars: These introductory videos provide an overview of each Kuali product.