Release Notes 5.3

This document provides a description of the technical enhancements to Generate version 5.3 released in February 2023.

RELEASE OVERVIEW

Generate version 5.3 is a minor release that contains fixes/enhancements primarily focused on the spring file submissions. Additionally, there is a new File Comparison utility that automates the loading and comparison of a state submission file to the same file created in Generate. There is also a new schema called ‘Utilities’ to better group some of the helper processes available in Generate. Detailed documentation on how to use the Utilities in Generate will be available in the Generate Implementation Guide.

State ETL changes: For Directory files, there are several possible ETL changes required by the States.

1. Columns LEA_IsReportedFederally and School_IsReportedFederally in Staging.K12Organization are now required to be populated with a value of 1 for LEAs and Schools that are to be reported in FS029. If a state loads organizations into staging that are not to be reported in FS029, these columns can be populated with 0 or NULL.

2. There are two new columns in Staging.K12Organization that can be used if needed. These columns are Prior_LEA_Identifier_State and Prior_School_Identifier_State. These are to be populated in instances where the LEA_Identifier_State or School_Identifier_State have changed from the previous values. If these are not needed, they may be populated as NULL.

GENERATE ENHANCEMENTS

The following EDFacts reports were updated in this release.

Type of Impact:

• Data – the changes will improve data quality and completeness

• User Interface – the changes impact the Generate User Interface and/or migration process

• Source to Staging ETL – the changes may require modifications to the SEA’s Source to Staging ETL

• Performance – the changes improve the performance of a data migration

• Migration – the changes impact a data migration process

• Submission Files – the changes may impact submission file(s)

• Database – changes to the Generate database structure

Category	Report	Approved Change	Reference Number	Type of Impact
Child Count	FS002 FS089	Child Count report migration was modified to exclude counts for closed, inactive, and future schools. Allow Child Count files to handle multiple records for a student in PersonRace during Staging-to-RDS migrations.	CIID-4780 CIID-5128	Data
Discipline	FS005 FS006 FS007 FS086 FS143	Modified Discipline Files to handle multiple records for a student in PersonRace during Staging-to-RDS migrations.	CIID-5126	Data
Directory	FS029	Retired Chief State School Officer Contact Information (CSSO) in FS029 Directory. Modified the population of the select lists for LEAs and Schools in the UI Report screen to use RDS tables rather than IDS tables to leverage the new staging-to-RDS for Organization data.	CIID-5078 CIID-5243	Data
Grades Offered	FS039	Refined the logic for determining No Grades vs Ungraded based on state feedback and additional discussions about the file specification. Modified the logic for determining "NOGRADES" vs “UNGRADED” to account for LEAs with no schools that still provide support services.	CIID-5166	Data
Charter School Authorizer Directory Management Organizations Directory	FS190 FS196	Added missing metadata for FS190 and FS196. Missing metadata caused an error creating the Submission Files.	CIID-4919 CIID-4870	Data
User Interface		Year to Year Child Count in Reports Library now available.	CIID-5032	Reports
General		Decided on a standard naming convention for the Source to Staging ETL stored procedures. This will be leveraged in future development. No action required by the State.	CIID-5123	Source to Staging ETL
		Created Submission File Comparison Utility.	CIID-5246	Data
		Automated end-to-end testing scripts into build process.	CIID-4515	Performance
		Added a new schema, ‘Utilities’, to hold available tools.	CIID-5215	Database
		Adjusted Debug tables for Year-to-Year comparison reports.	CIID-5652	User Interface
		Created Common Debugging views for Child Count.	CIID-5654	Data

UPGRADE PROCEDURE

No changes have been made to the Generate upgrade procedure for this release. Follow the standard Generate upgrade process to install version 5.3.

COMPATIBLE SYSTEMS

Generate was tested on the following operating systems and browsers:

• Windows 10 Pro

• Google Chrome, Version 68 0.3440.106 (Official Build) (64-bit)

• Firefox Quantum 61.01 (64 bit)