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ADaM 2013 User Guide - Drake Lane Associates

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1. 25 TOU SOO TII E O TEN ERR UME 26 EXDOIETOISSE oo MIELE RUOLO 27 Import unge 28 dlc 30 View and work with previously imported data ou esssessssscssssscssccssssecssecsesssccssccssssscsssecscessccsesssccsceseessceseceseenseesees 32 PROV IOUS CALS M 32 A P 32 Navigating the main e ODD Glos tenentem p tns ERR EISE nM UU DENM M UE 33 1D E A E N NE E N ENA E A cua A A A E A miei HH 33 VON E 33 i EE E E EEEE E E A E E et NEAT 33 LOD a rr eee eT eee en en eee re et ee ee 34 gl fem T UE 34 sd m Y 34 Drake Lang 5SDCIM i oce em amem meme mtem mmm mmm m nu 34 ADOULTODOLE GXBOPES nisse istis ems DIN MM USD DENN MUM 35 POF Portable Document Fontal eresien tree enteedtoun denote bauu den qdenI HORE 35 Fre CIOL Ro O o OU OM 35 Comparisons and performance INGICATOMS sessssesccsseccssecsseccsseccssccessecsssccsssccsncesuecesuccessecsssccssseesssccsuccesuccsssecsssecsaecsatecseeeeseeeeseees 37 ricicil 37 XLSX Microsoft Excel PER NI 37 VICWINo rep
2. drakelaneassociates ADaM ADaM 2013 User Guide Version 13 02 06 August 2014 Innovative Solutions for Education Management www drakelane co uk drake ancassociates DST SS RUMEN N aca M 3 juste me 4 Special notes for SQL Server 2008 R2 Express ssscsssssccssscsssssccssscssssccssscsssssccesscsscssccnssesscssccassssscssccassesscssccasssssesses 8 Bos m 9 Sae ENEE e X 9 CMIOCK INS CG SOW ar m 11 Demio TGS MRRIT 12 itii ree ee 12 Usinge the ADaM Wizard usce spaces acanacs csc assesses jane teecessntcacyosciasacepscsescessaesectjocatiacasacatcacaeasiesacsescsesasacaceee pcatasazeacaeactess 14 IDOE Ala andbyse die WW Cote ae eden dade duc DNI DENIED 15 lnproiu c 15 sje 17 Learning Aim Reference Service EARS Selectlori uet ranr 18 in depth ILR record and field CAINS C5 EOS 19 Matching TCU 2 9 21 Report selection Ze Kaporin DY S a uu M MM 23 Fide DFOVISIODETI E EE nato ON OON UDINE E MOSNEDM DP MEDEM EEUU E MEDIEN EDD DNE 24 muero di zm rs gt
3. Learning aim reference Learning Delivery provider specified monitoring A Learning Delivery provider specified monitoring B Learning Deler provider specified monitoring C Learning Delivery provider specified monitoring D lt j Back When comparing the 2 ILR XML files ADaM needs to know how to compare the data within the Learning Delivery entity Learner reference will always be consistent but the Aim Sequence number for individual enrolments may not be consistent between the ILR files so they cannot be matched on this field This is especially true when enrolments have been added or removed Therefore a combination of 1 or more of the following fields needs to be used in addition to learner reference to provide a common link between the 2 ILR files Learning Aim reference Learning Delivery provider specified monitoring A Learning Delivery provider specified monitoring B Learning Delivery provider specified monitoring C Learning Delivery provider specified monitoring D Gf you chose default settings mode then only learning aim reference is selected automatically In some circumstances it may be beneficial to match on Learning Delivery provider specified monitoring fields instead of on the learning aim reference Possible benefits include e Highlighting of changes to the learning aim reference e Removal of changes to learning aim reference appearing as apparent errors in standard reports ADaM 2013 User Guide 21 of 46
4. drake ancassociates e Removal of possible apparent duplicates in standard reports where a learner is enrolled to the same learning aim reference more than once If there are any duplicates found then these are shown on the reports as well on the n depth ILR record and field changes screen For further information on duplicates please see the Frequently Asked Questions FAQs section of this document Report selection Please select report formats required e Deselect all reports bel fe m Reset to default Report PDF XLSX Description mirng ree Sune re m p Farkgwer tf 1 fumcecd 1 Funding s urc amp funding model Changed from n n funded to funded Existence Enrolment jor learner mo longer appears in ILR OMib DM2a DMZb DM3a DM35 DM3 Existence Enrolment missing fram earlier ILE which should have been present Planned end date Extended into subsequent academicfunding year Planned end date Brought forward to move n n achievements from Lang to Short ar Very 5 Fianned end date Extended to move achievements from Short or Very Short to Lang catego um x x xb xp Xp XI 297900 9 Fs Y Even Ifyou do not choose fo export any reports you can still views and export them trom the Report button on the ribbon menu CETE Select which reports you are interested in and the output format that you require for each by ticking the relevant boxes in the grid You can also use the
5. ILR record and field changes screen Registration To use ADaM inDemo made please register Reset Forename Sumame Job title Telephone E mail Provider o e lt D View our privacy P Please complete all of the above Salds to register and use the software You may select a provider Bom the drop down list or manually enter one E Finish ADaM 2013 User Guide 12 of 46 drake ancassociates In order to use ADaM in demo mode we ask that you register your copy of the software by providing us with some basic information about yourself and your organisation Please fill in all the fields If you wish to view our policy on collecting this data then please click the on screen link to View our privacy policy ADaM 2013 User Guide 13 of 46 drake ancassociates Using the ADaM wizard The wizard is shown every time the software is used and is designed to make ILR data file selection analysis and reporting as simple and fast as possible It is also possible to jump backwards to a previous screen in the wizard without having to re select all of the options Just click the corresponding tab at the top of the page to view that screen 2 O Q x a Welcome to the achivemen data management wizard Import and analyse new data View and work with saved previously imported data Click the next button to begin 7 Please select what you would like to do Please note that you need to have already imported and
6. Office ribbon toolbar Data E d H Import new Start the wizard from the beginning allowing you to select new XML ILR files Load previous Start the wizard on the previous data screen allowing you to select a previously saved dataset to view Recalculate reports Start the wizard from part way through with different options for in depth ILR record and field changes Export to Microsoft Access Save the entire database to Microsoft Access so you can perform your own analysis on that data Save to backup copy Saves a copy of the complete SQL database if you have already performed an import in XML format so that it can be referred to later View Report export folder Opens the latest folder containing the exported reports Q In depth ILR record and field changes Opens the in depth ILR record and field changes screen also accessible from the last page of the wizard OUS Suppress or Show summaries Shows or hides the summary information relating to all reports on page 1 of each report aC Report 5 Runs the relevant report and shows the data on screen where it can be printed viewed or exported Navigation Back lt a 9 Move to the previous wizard stage Next Move to the next wizard stage Finish Exit the wizard and optionally the application ADaM 2013 User Guide 33 of 46 drake ancassociates Logs l Build w Views the build log for the last import if any imports have been don
7. Sheet 2 shows the Changed records 2 Sheet 3 shows the Filter applied 4 Save Layouts Save any changes made to the grids such as column positions and ordering etc The layout will be remembered the next time you run the application Reset layouts Reset the grids back to their default settings You will need to close and re open the screen for this to take effect ADaM 2013 User Guide 42 of 46 GC drake aneassociates Export database You can carry out your own additional analyses by exporting the database to Myele ss DATA EAE Microsoft Access using the export option on the main menu ribbon The majority of the tables are copies of the ILR dataset for both the earlier and later imported ILR files with the Process ID indicating which file tater 1 Later Further information relating to specific tables is shown below Table name Table description ChangedFields Changes Learner Learner LearningDelivery Learning delivery Contains Lists all the fields that have changed The Changeld and the Tablename field provide the link to LearningDelivery or Learner tables where there is a change Field names match the elements within the ILR However some such as LDA learning difficulty assessment are not strictly elements but are possible rows contained in other nodes For example LDA is a row within Learner funding and monitoring type node under the LearnFAMType element Field names match the elements w
8. Shows Shows if and what learner age filters where used The number of records in the report Proportion The number of records in the report as a of the total number of FE funded aim records within the earliest ILR file file 1 of 2 This provides an indication of the relative scale of each issue A visual indicator of the relative scale of each issue Earlier file 1 of 2 Information about the earliest ILR file Later file 2 of 2 Information about the latest ILR file ADaM 2013 User Guide 35 of 46 drake sneassociates Section Information Shows Field The ILR field element Only fields where a change has been found are reported The number of changes Proportion The number of changes as a of the total number of changes This provides an indication of the relative scale of each field change A visual indicator of the relative scale of each field change The learning aim code or the ProvSpecLearnDel field selected on the Report group by tab Learning aim title The learning aim title Hidden if a ProvSpecLearnDel field is selected The number of times the code appears in the report Proportion The number of times the code appears as a of the total number of records on the report Relative A visual indicator of the proportion of the total times this code occurs on the report ADaM 2013 User Guide 36 of 46 drake ancassociates Comparisons and performance
9. drake ancassociates Frequently Asked Questions What action should be considering when reviewing the reports In respect of any ILR files which are now closed the only available action would appear to be to review the data reported and to prepare a defence where appropriate for any practices which are felt to be justifiable Where an ILR has not yet been closed down then it may be appropriate to make amendments to the data in certain cases In terms of looking forward it may be appropriate to change certain data management practices and to convey these to all appropriate staff The new report accessible from the In depth ILR record and field changes screen may help with identifying the relevant Staff How do know what to focus my attention on when reviewing the reports It is suggested that you begin by reviewing the reports with the greatest number of records highlighted see the summary on the first page of each PDF output Note that these raw record numbers are also compared to the total number of enrolments within the first ILR to provide an indication of the relative scale of each issue Secondly it is suggested that you focus on any patterns within the reports however large or small for example instances of whole courses appearing on any given report Can find out about data changes other than those highlighted in the standard reports Yes once the wizard has completed select the button to View In depth ILR record and fie
10. indicators For the absolute and proportion record counts traffic light performance indicators are shown in colour Indicator Meaning EPE The record count value has increased EPE The record count value is the same except where both are zero EPE The record count value has decreased Data detail The other pages that follow show the detailed record information for the particular report The default sort order is by the Learning aim with the most occurrences first As the report is grouped by learning aim reference it is shown only once XLSX Microsoft Excel Only the detailed record information is output in this format but with many more fields than are available in the printed or PDF format In addition to standard ILR fields others may be shown depending on the specific report for example those relating to the learning aim e g Notional NVQ Level or calculated fields e g Expected Duration in days ADaM 2013 User Guide 37 of 46 drake anecassociates Viewing reports on screen F You can view the reports on screen individually by selecting them from Reports on the main menu ribbon as shown below Only the reports which actually have records will be available for selection Not only can you preview the PDF document but you can also view the data that is exported to Excel in a user friendly grid by clicking on the data grid tab Prewew Preview Ribbon group icons Group Description Document Op
11. is shown giving an estimate of the 96 processing complete and the task currently being undertaken The time taken to process the ILR data will depend upon your computer specification the size of the ILR files and in customised settings mode the specific settings chosen and tasks requested ADaM 2013 User Guide 29 of 46 drake anecassociates Finished adam 2013 Import and processing completed in 164 seconds Once processing has completed successfully the above message is displayed stating how long it took to run Clicking OK would close the dialog to display following screen The wizard has finished processing the data e Open report export folder View in depth ILR record and field changes View build log for today Save database to backup copy so it canbe used again From the beginning With different options for in depth changes 2 c C x PI v For further information on the above options click the online help F11 button to view the user guide BP Net g Finish ADaM 2013 User Guide 30 of 46 drake ancassociates Several options are normally available here H Open report export folder View in depth ILR record and field changes View build log for today Save database to backup copy so it can be used again Run the wizard again Finish ADaM 2013 User Guide Opens the folder where PDF and XLS report outputs have been placed If yo
12. should have been present and ensures that this report contains only those learners who should have been present at the census date ADaM 2013 User Guide 17 of 46 drake sncassociates Learning Aim Reference Service LARS selection You can keep up to date simply by downloading the latest LARS as and when required Keeping the LARS database up to date will ensure that reports are accurate Update LARS data Select Learning Alm Reterence Service LARS database A z Doswnboad latest online version selected LARS Versiorc 9 01 2014 Current LARS wersiore VOLTOOI Pisae pejsrt ihe mios up f date copy al the LARS databace H you nane already done this on 8 previaus gmpart then you Ean skip ius zresn Faase keep fhe LARS database up t date bo amp nsure that reparis are accurate rwr If it is the first time you have run this application then you will need to select a valid LARS database The LARS database can be downloaded from the Skills Funding Agency Hub website If you have already recently included a LARS database as part of a previous import then you can skip this by ensuring the Update LARS data check box is not selected Otherwise use the file selection button to browse to the LARS database Like the Select files screen you can select the LARS database by drag and drop onto the wizard ADaM 2013 User Guide 18 of 46 drakelancassociates In depth ILR record and field changes Perform In depth IL
13. therefore unavailable How are records compared Learner records are compared using the Learner reference number field to tie the two together Learning Delivery Aim records are compared based on the fields chosen in the Matching fields wizard Stage What fields are compared The fields compared within each record are those chosen in the n depth ILR record and field changes wizard stage What am looking at on screen a Leamer 124243 Anonymous Anonymous selected 1 header here toe group by that column SNe Reference Huriber Unmute Leamer umber E Family Hame Geven Names Date Of Birth ix Ethencaty a goRO0DMG E159471526 Anonymaur amp nieryriesus 01 00 1969 F H E L440 59124393255 APRESS ad mmus OF 07 S68 F 31 E 125728 iral125553 Ananas Anammaus 15011581 a m 127006 amp 304125044 Ahama Anari 19 01 1955 n 3i x 127322 15BEHTOS 25 Anommous ATI US Perley gs Pell 31 E 127714 1807270458 Anamrmmaur Anonymous TALE 1568 F 31 k 117837 4861373556 Anar munt ARS rima us 25 07 1965 F 31 4 ET m Changed records FH Save the Leamer to Exe Key Rowchanged M Reldcmanged W nupscated erence Humber Unique Learner Member Faewly Hame rer Name Date CH Birth rx Ethmacety 4338374049 Asmonymaus Anas 01 62 1965 F 3 4 m xl a 8 for Leanter a a F ipid Name Fel Count E Fanid Name texted Prica Attainment 1 Additional Learning Suppor Cost m i Dectination Lal d Fianned amplope lty enrichment amp pastoral hi Fj Plann
14. tick the fields you want and then press Apply filter f multiple filter fields are selected then records are filtered to show those where there are field changes for any of those selected equivalent to the OR statement in SQL Press reset filter to remove filters and show everything Changes by report The button t next to the column name produces a unique report that is not exported as part of the wizard The report lists the number of changes there are for selected field for either each Learning Aim type or ProvSpecLearnDel field The data for this report will come from process 1 only Control buttons Select all De select all Quickly tick or un tick all the filters available in the filters grid Note the filter will not be applied until you click Apply filter Apply filter Choose which fields to be reported on anything not in the selection will not be included in the grids or the results Reset filter All fields will be shown as default There is no need to click Apply filter Finish Close the screen Save Learner to Excel Requires a learner to be selected in the original records 1 This will be a multi sheet Excel workbook for the selected learner only Sheet 1 shows the Original record 1 Sheet 2 shows the Changed record 2 Sheet 3 shows the Changed fields for learner 3 Save all to Excel This will be multi sheet Excel workbook for all learners currently shown Sheet 1 shows the Original records 1
15. 2013 ADa IM installation Click Install to begin the installation If you want to review or change any of your installation settings click Back Click Cancel to eat the wizard When the installation is complete click Finish with the option to subscribe on our website for email news recommended EE 4 TY n 7 O ADaM 2013 Setup aim Completing the ADaM 2013 Setup Wizard Click the Finish button to exit the Setup Wizard V Subscribe on our website for email news Back Cancel ADaM 2013 User Guide 7 of 46 drakelancassociates Special notes for SQL Server 2008 R2 Express If this prerequisite is required then in most circumstances the default settings can be accepted System Administrators may wish to note the following settings specific to the SQL Server 2008 R2 Express installation The default instance is named DRAKELANE 1 ET aie Fa o Ee EN re C fir irati Spici the name and instaeee ID Tor Pheinstance of SOL Server Ingtance E becomes part of the ieitalasen gas Setup Support Rules 75 Default instance ERE M hamad instance DRAKELANE leitalaten Euri Disk 5pace Requirements Instance ID DRAKELAME Database Egini Canfiguralion nanie rect direction CP rogram Fides Microsoft SOL Senor A Erein Faporimg Irtalietxon Configuration Rules SQR Server director Program File Microach S08 Server M500 IO 0 DRAXELAME dretsliaton Progress Complete Installed instances inier
16. Associates Ltd File origin Network drive v Show details Yes The files are digitally signed by us the verified publisher so you can click Yes Once setup begins simply follow each of the wizard stages through as shown ADaM 2013 Setup Welcome to ADaM 2013 Setup Wizard The Setup Wizard will install ADaM 2013 on your computer Click Next to continue or Cancel to exit the Setup Wizard 5 E et an ADaM 2013 User Guide 4 of 46 drake aneassociates Once you have read the licence agreement if you accept the terms click Next to continue M Please read the following license agreement carefully a Copyright 2009 2014 Drake Lane Associates Ltd All Rights Reserved E This End User Licence Agreement EULA pertains to the ADaM 2013 product called the Software in this Agreement in the package containing CD ROMs I accept the terms in the License Agreement Ido not accept the terms in the License Agreement Drake Lane Associates Select the installation folder the default is recommended lees M LJ Ths ANT at 3 PUL G j LU er a This is the folder where ADaM 2013 will be installed a To install in this folder click Next To install to a different folder enter it below or click Browse Folder C Program Files x86 Drake Lane Associates ADaM 2013 ADaM 2013 User Guide 5 of 46 drake anc
17. For example grouping by course type would let you see that most of the problems occur in Maths and English for example Gf you chose default settings mode then the report summaries will be grouped by the learning aim reference ADaM 2013 User Guide 23 of 46 c drake aneassociates Funded provision filter 4 Report only FE funded provision z A x P Y Some reports can be filtered to include only FE funded provision e mx Ep Mets a9 Finish Select whether or not to report only FE funded provision where appropriate Gf you chose default settings mode then report only FE funded provision is selected automatically ADaM 2013 User Guide 24 of 46 drake ancassociates Functional skills filter Exclude functional skills gt o L3 t 5 Y Reports can be filtered to exclude functional skills This allows you to filter out functional skills from the reports should they not be required Note that these aims will still be shown on the n depth record and field changes screen Gf you chose default settings mode then functional skills will be included in the reports ADaM 2013 User Guide 25 of 46 drakelancassociates Young people filter 4 Report only a specific learner age group Young people 16 to 18 sdults C t Data can be restricted to only analyse specific learner age group Learner age is calcul ated as at Fist of August of the academic year All learners are includ
18. ILR fles in XML forthe same academic year Specify returns CLRULR A 59599959559 1314 20130919 095445 01 XMIL TT C LEJLR A 99993999 1314 20130130 122827 01 XML W Please select 2 different Ges fom the ame provider and academic year Select 2 single ILR files in XML format from the same provider and academic year When selecting files you can simply drag and drop files onto the file selection wizard screen Alternatively if they are located in the same directory you can select both files at once in the normal way The order in which the files are selected does not matter The earlier 1 of 2 and later 2 of 2 file processing sequence is determined automatically or can be set manually by specifying the ILR return Using this method Processing sequence is determined by DateTime and if this is the same then the file preparation date in the XML file header are used If both of these are the same then an error occurs Note Automatic determination uses the file preparation date when generating report DM2b Existence Enrolment missing from earlier ILR which should have been present and therefore may give inaccurate results Census date of the return selected from the dropdown lists If both of these are the same then the automatic processing sequence rules are followed Note Manual selection uses the census date of the selected returns when generating report DM2b Existence Enrolment missing from earlier ILR which
19. Name instance ID Feabores Edition Version E E meer The authentication mode is mixed by default The system administrator account sa has the default password DrakeLan3 E i iE a Emm eal ie a i a ri F B uh dq a Database Engine Configuration Setup Support Rules Account Provisioning Data Derecteries FILESTEEAM Feaiure Selechon Matalipion Roden Specity the authentication mode and administrators for the Oetabase Engine Instance Cenfigurabon Huenticabon Nod Disk Space Eequremenhi Windows mellenticalin mod D Miraj Pode SCH Serer Hihera acad Wieder suthenbcstion Era Faperting See the paiim rd far the SOL Server system adsrinzitrabisr ea atch Irataliatzn Configueston Rules Enter passwced Add dd PRAG dretslistszn Popes C Conhem password eee T E I Specify SQL Server adeinatratcn SOL Server edmineteators hawe unrestiscted access to tha DataEiris Engine Baek Next gt Cancel Help ADaM 2013 User Guide 8 of 46 drake ancassociates The database used for data analysis and reporting needs to reside on SQL Server 2008 R2 or above The product is designed as a standalone desktop application so we recommend that one of the SQL Express editions is used on the client If you do not have SQL Server installed locally on your computer then the application installer can download this for you Although it is technically possible for the database to reside on a network SQL server instance the applicatio
20. R record and field change comparisons Funding Only Everything tr t gt qa me E Neu i In depth analysis and comparison of underlying data to show individual field changes at leamer and learning delivery entity level Select this option to compare and see changes within individual learner and learning delivery elements between the 2 ILR files selected recommended If you do not run this then there will be no changes listed and the option to view the In depth ILR record and field changes would be disabled After selecting In depth ILR record and field changes you can choose which fields to compare ADaM 2013 User Guide 19 of 46 drake aneassociates The funding only option includes the ILR elements that may impact on funding Entity Description XML element Multiple XML element occurrences within ILR file wif you chose the default settings then In depth ILR record and field change are performed on funding fields only ADaM 2013 User Guide 20 of 46 drake ancassociates Selecting everything will not just include fields from the Learning Delivery entity but will also include fields from the Learner entity too The user defined option allows you to select which fields to compare The fields are grouped by the ADaM table to which they belong to Learner and Learning Delivery Matching fields Please select fields to match for analysis pa Reset to default
21. associates Configure the SQL database connection by selecting the server and login e f you installed SOL express as part of the setup then by default the server will be in the format NAMEOFYOURCOMPUTER DRAKELANE e If you have FIS Funding Information System software installed then the server will normally be in the format NAMEOFYOURCOMPUTERNSQLEXPRESS D ADaM 2013 Setup SOL Database Configure SQL Connection bs ADa IM Server MAMEOFYOURCOMPUTERXDRAKELANME Port 1433 Database ADAM2Z013 e Windows trusted Username SQL server login Password Cancel You may see network servers on the list but this product is designed as a standalone desktop application so we recommend using a local server Login credentials are set to Windows trusted by default but you may wish to use the SQL server login To avoid any potential issues caused by insufficient user permissions we recommend using the sa System Administrator SQL server login rather than the Windows trusted The connection login credentials are stored in an encrypted format If you are using the default server with the DRAKELANE instance you may be able to use the username sa and password DrakeLan3 If you do not know the login credentials please ask your System Administrator ADaM 2013 User Guide 6 of 46 drake ancassociates Once everything is ready click Install Q ADaM 2013 Setup 33 Ready to Install The Setup Wizard is ready to begin the ADaM
22. ble options as shown below ADaM Command line interface use to run and e mail ADaM reports automatically Usage a C ILRDIRone First only import directory for the ILR files b C ILRDIRtwo Second import directory for the ILR files d0 0 Normal logging 1 Detailed logging Default 0 x C NExports Export dir for the reports Default last valid export dir 1 c LARSDB Lars mdb Optional LARS Location will trigger an import if supplied e Ffrom acol lege co uk support drakelane co uk info drakelane co uk MYserver UserName Password Port USE SSL e mail settings to send summary reports requires From e mail address to e mail addresses seperated by SMTP Server Optional User Name password Port Use SSL 1 0 Example a C NSoftware DevelopmentNADaM ILR col lege dO x C ADaMTest e support drakelane co uk support drakelane co uk MYSERVER SERVER local MY USER aPassword 25 1 A result of 0 success 1 failure Note that the cli commands must be run from within the ADaM installation folder In order to create a scheduled task you would need to use the task scheduler functionality from within windows system tools or indeed any other similar software A batch file would normally need to be created containing the required ADaM command line interface run options as outlined above to be used within the task scheduler application ADaM 2013 User Guide 44 of 46
23. buttons at the top right hand side of the screen to select all reports of a particular type Even if you do not choose to export any reports you can still view and export them from the View menu at the top of the screen PDF Portable Document Format XLSX Microsoft Excel O Useful for printing but has fewer fields 3 Useful for further analysis with many shown because of space restrictions additional fields shown Gf you chose default settings mode then all reports in all formats are generated automatically Demo mode produces a single report DM2a in all formats and this wizard stage is not shown You will also not be able to access the other reports from the menu ADaM 2013 User Guide 22 of 46 drake anecassociates Report group by Please select how to group data for report summaries leaming aim reference Learning Delivery provider specified monitoring A Learning Delivery provider specified monitoring B Learning Delivery provider specified monitoring C C beaming Delivery provider specified monitoring D Y Select the Learning Delivery field on which to group by to create summary information on the reports Use this screen to decide how you wish to group summary information on the reports You can choose either the Learning aim reference or one of the user defined fields such as your department This will help you identify where particular problem lies and help you discover certain trends of errors
24. e today Application B Views the general application log for day useful for any support issues outside of the build Help lc Online help F1 Click or press F1 to go to www drakelane co uk and view the latest help documentation Email support Ea Click to send an email to support drakelane co uk using your default email client 7 Check for updates Click to check manually for application updates Application updates are also normally checked for automatically each day f About ey Shows software version and licensing information Exit x Exit F3 Click this button or press F3 to exit the application Drake Lane Associates i C Click to visit our website www drakelane co uk ADaM 2013 User Guide 34 of 46 drake ancassociates About report exports The standard reports come in 2 formats PDF Portable Document Format and XLS Microsoft Excel PDF Portable Document Format XLSX Microsoft Excel O Useful for printing but has fewer fields 3 Useful for further analysis with many shown because of space restrictions additional fields shown Each report is output to the selected folder PDF Portable Document Format Header information The first 3 pages of each report shows summary information any text that is grey represents the results from when the report was previously compiled not necessarily from the same import file Below details each section of the report Section Information
25. ed by default Use this to include only learners of a specific age group in the reports Learner age is as at 31 August of the ILR file academic year Gf you chose default settings mode then this will default to reporting on all learners ADaM 2013 User Guide 26 of 46 drake ancassociates Export folder Please select the report export folder The directory chosen will contain both the PDF and XLS files Note that any pre existing reports are deleted from the selected directory Ce ext e Finish Select a folder to place the exported report files in if you chose default settings mode then a new folder named exports YYYYMMDD Year Month Day is created in the installation folder ADaM 2013 User Guide 27 of 46 drake aneassociates Import and process Produce detailed logging o e D e s p we jr F Detailed logging i5 not required in normal operation but can be useful for debugging support issues Press next to begin importing The Next button will begin importing processing The produce detailed logging check box should only be used if you have experienced an error message for some reason This detailed log file will give us a lot more information with what to help you with ADaM 2013 User Guide 28 of 46 drake anecassociates 9 5 C Task Exporting reports E Bak e Please wait for ILR processing this may take a few minutes A progress indicator
26. ed leacrung Fort J Prig Abie 3 Completion State E Fully Fonded indicatar A Tatal iHd a MOEN EE E T E NEN E E ADaM 2013 User Guide 40 of 46 drake ancassociates C Original records These are all of the Learner and Learning Delivery records from the earlier ILR file file 1 of 2 on the report exports where there is a changed record either on the Learner and or a Learning Delivery record belonging to that Learner Each Learner record in the top grid can be expanded to show the Learning Delivery details by clicking the small plus button on the left of the row Clicking on the Learner will show all the changes for that Learner in the changed records grid 2 Clicking on the Learning Delivery will show changes for the selected Learning Delivery record Records are matched based on the selections you made in the Matching fields screen of the wizard You can drag and drop column headings to different positions as required and adjust the column widths Columns can be grouped by Learner You can sort the columns in both Learner and Learning Delivery Sorting Learning Delivery will apply that sort to the Changed records too You can use the top row of the grid to filter Learner data ti Use to select which columns that you wish to show hide this selection will be applied to both grids Changed records These are the learner and Learning Delivery rec
27. en and save an existing report document Print Print opens a print dialog allowing you to print the whole report or just a selection of pages Quick print will print the report without a dialog straight to the printer D b Page setup Adjust the scale page margins IM Lm Load page orientation and paper size Scale Margins Orientation Size for your printer L Page setup _ T x i Navigation Go to the selected page You can eo Kd lt p Pl navigate by either using the Find Erst Previas Next Last buttons to go to the first go Page Page Page Page back go forward or go to the last Navigation page You can also use the find button to find specific text such as a learning aim reference R Zoom Zoom in or out of the preview Ba i i 1 j gm E e Q Q and choose to view many pages a Many Pages Zoom Out Zoom Zoom In at once ADaM 2013 User Guide 38 of 46 Q drake ancassociates JT Page background Change the background colour DA and or add a watermark to the report Page Color Watermark Page background Export the selected report Excel PDF or a variety of other formats Export E Mail You can also use the E mail As To As option to export and then e mail Export the report export La ud E j 7 3 L Close the report Data grid This shows a detailed breakdown of the report in a grid With this grid you can e Group by a particular field For example If you wanted to see
28. ere missing from the earlier ILR whereas the learners actually started after the census date for the return but before the preparation date Can prevent this Yes by manually specifying the actual return for each file on the Select files wizard stage This ensures that the reference date used for the earlier file is the return census date and not the file preparation date Remember though that using the file preparation dates rather than specifying the returns may highlight potential internal data processing issues where there is significant lag between learner enrolment and inclusion in the ILR ADaM 2013 User Guide 46 of 46
29. how many learners come under a particular funding model then just drag the funding model column header to the top of the grid e Sort on any field that you want by simply clicking the column header e Re arrange columns by drag and dropping e Filter the selection by any column by entering the text you want to filter by on the top row of the grid e Hide Show columns by pressing the button at the top left hand side of the grid the columns selected will be reflected on the export e Summarise columns by clicking X symbol at the top of numeric columns This will show you the average count maximum minimum and sum of that column though in some cases some of these functions may not be appropriate for the column x Click the Excel export button to export the grid with your formatting and filter changes to t Excel for further processing Export Excel Grid ADaM 2013 User Guide 39 of 46 drake ancassociates Examining in depth ILR record and field changes Available from the Finished wizard stage or from the ribbon menu this on screen viewer a displays all Learner and Learning Delivery dataset records from the first ILR which have changes in the second ILR Only those records with changes in the fields chosen for comparison are shown Data can be exported to Excel on a learner by learner basis or as a whole using the relevant on screen buttons Demo mode only summarises record and field change data so this screen is
30. ide 10 of 46 drake associates Unlocking the software You will only be able to use the software in demo mode until an unlock code is entered 1 F F Dahi icencine A epee ea TEE d yl drakelaneassociates RNING You do not appear to have a valid licence for this product Please click Continue or click Demo to run in demo mode Q Demo You unlock the software the first time it is run by contacting us with your UKPRN We can then provide you with an unlock code N Abam licensing Lo Please email support drakelane ce uk for an unlock code or call 01756 797211 drakelaneassociates Unlock code ABCD1234 EF567890 ADaM 2013 User Guide 11 of 46 G drake aneassociates Demo Mode Thank you for trying Asal The application is runrang in demo mode which alles you t experience much of the functionality of the software Gut has the limitation of only being able te run one report and the in depth ILA record and field changes screen is not available C Click the Next bution below to begin a Bak p Next k o If you believe you ane seeing Ehis in error then please contact us for your licen e bey and then use the Unlock button at the top of the soreen m Finish Demo mode allows you to experience the functionality of the software in full except that it will produce just a single report and will not allow you to access the n depth
31. im Reference Service LARS Microsoft Access database SQL Server Express R2 and the NET Framework 4 Client Profile must be ADM 2013 Setup installed as a minimum If Welcome to the Prerequisites l Wizard unavailable then the prerequisites wizard will download and install 0 The setup has determined that some of the these components for you prerequisites needed to run this program are C missing This wizard will assist you in getting and installing those prerequisites Click Next to vosinus bc fos Ret ol brona In most circumstances the default settings can be accepted but d Click Finish at any time to completely skip the System Administrators should read installation of prerequisites and jump to the the SQL Server Express R2 section mstallation of the main program Click Cancel t cancel the installation and exit the Setup Wizard of this document sack oet o o Ph ced ADaM 2013 User Guide 3 of 46 Q drake ancassociates Installation The installation package is distributed for download from our website as a zip file Download the zip file extract all files to a folder on your PC and run setup to begin the installation If you are using Windows Vista or above you will probably see a User Account Control warning similar to that shown below amm Do you want to allow the following program to make i changes to this computer Program name ADaM 2013 Verified publisher Drake Lane
32. ithin the ILR As for the Learner table some fields may belong to different nodes some columns are actually rows in the original XML ILR file For example SOF source of funding under the LeardDelFAMType element Unlike the Changeld the Matchedld only indicates that the record was found in both files regardless if there were any changes or not RepData_DM Data for each report from the last build ADaM 2013 User Guide 43 of 46 F i i kr drake associates Automating ADaM You can now schedule the ILR import and production of the reports by using the new command line interface As well as producing and exporting the standard reports to a specified folder the command line interface depending on the parameters used also allows the emailing of the ILR Analysis Summary Report to multiple email addresses If the ILR files you are planning to import are located in c imports folder and you would like to have the produced reports placed into the c exports folder then simply enter the following on the command line cli a c Nimports x c Nexports If you would also like to email the ILR Analysis Summary Report on completion of the ILR import you would simply add the following to the above on the command line e fromemailQ yourdomain co uk toemai anydomain co uk youremai servername If you need help at any time you can simply enter the following on the command line ADaM 2012 cli This will show you the availa
33. ld changes to display all records from the earlier ILR which have changes of any sort in the later ILR Please refer to this user guide for a more detailed explanation of how to use this screen In Customised mode the wizard also allows you to specify what sort of ILR changes you are interested in seeing via this facility e g funding related changes only all changes or a user defined selection of fields How can do further analysis on the data reported All standard reports provide an output in Microsoft Excel XLS format which generally include more information than it is possible to display in PDF format This XLS data can easily be linked back to source MIS data to undertaken further analysis In addition we have added the ability to export to a Microsoft Access database which includes all data relating to any changes between the 2 ILR files Can select individual reports to run and specify which types of output want Yes by running the wizard in Customised rather than Default mode On the wizard stage Report selection you have the option selecting as many of the standard reports as you require You can also specify whether you want the outputs in PDF or XLS format or both Can compare 2 ILR XML files which have the same file name Yes by specifying the returns manually or ensuring the files have a different transmission number or preparation date Some reports appear to show too many Learning Delivery records where a learne
34. n is currently not designed to operate in a shared multi user environment Updates Software updates will be checked for automatically when an internet connection is available By default updates are checked for every day but you can change this and other settings by selecting configure options on the screen below r co O Found Updates for ADaM 2013 Updates for ADaM 2013 are available Please select the next course of action Download and install now gt Remind me tomorrow Disable the automatic updates check Configure Options e Alternatively software updates can be checked for manually by selecting check for updates from the main menu ribbon Uninstallation To uninstall the client application software go via Windows Control Panel j T Use Programs and Features L Use Add Remove P in Windows 7 TA Programs in Windows XP ADaM 2013 User Guide 9 of 46 drakelancassociates To completely remove the ADaM database from the SQL server instance connect using SQL Server Management Studio and delete the database New Database Please note that this guide is written with reference to SQL New Quay Server 2012 but similar processes apply to other versions script Database as Expand the Databases node right click the appropriate database and select Delete from the context menu Tasks Policies gt Facets Start PowerShell Reports Refresh Properties ADaM 2013 User Gu
35. ons ONS T CE T 38 PN N E EEE EEE E E AEE EEE E 38 DA Ed a A O AAA A E EAE IINE II 39 Examining in depth ILR record and field changes ssssssssesssssssssssssssssseeeteeeseseseesssssssssssssssssseeeerrrrreeeeeessssssssssssss 40 How are rE C OaE enm ne EAA 40 Waat THUG 5 eb CON O aeo 40 Wat OE O STON i n EE R EREE I EENE OEO EEE EE 40 PO ADEO aE EEEE EEO 43 Automating ADaM eae ese ee ee ee anaana TaN anea AEN ataire Raie aa TENTE 44 Feguentiy Asked QUESONS emer meen ene ns npea EE E aE EEEN E na Ean EEEE re rere HH 45 ADaM 2013 User Guide 2 of 46 drake associates System requirements e ADaM 2013 is designed as a standalone PC based application e t consists of a NET client application attached to a local SQL database e It requires Administrative rights to install but not to run the application An overview of the system requirements are shown below Minimum Recommended Windows XP SP3 Windows 7 or above 32 bit graphics with 1024 768 32 bit graphics with 1280 800 resolution resolution SQL Server Express 2008 R2 or above Note this is downloaded as part of the install if necessary NET Framework 4 Client Profile Microsoft Excel or equivalent Note this is downloaded as part of the install if Adobe Acrobat Reader or equivalent necessary Note that these are optional but will facilitate the viewing of exported data Multiple 2013 14 ILR files Learning A
36. ords from the later ILR file file 2 of 2 on the report exports that match the currently selected record in the original record Records are matched based on the selections you made in the Matching fields screen of the wizard You can drag and drop column headings to different positions as required and adjust the column widths The changes are colour coded Indicates that the row has changed Indicates that more than one record was found when matching the fields between the two ILR files These duplicate records may make it appear that there are changes when actually there are none You may want to change selections on the Matching fields tab of the wizard You can sort the columns Changed fields for Learner Learning Delivery These are the field changes between both ILR files for the selected Learner or Learning Delivery The count displays the number of times each field has changed for the selected record in the later ILR file Selecting a record in this grid focus on that column in the other grids ADaM 2013 User Guide 41 of 46 drake ancassociates Filter C These are all the fields where there has been a change in the original records 1 Alongside each is a count of the number of original records with a change in that specific field The fields shown will change depending on the options selected from the in depth ILR record and field changes wizard stage To filter on specific field changes simply tick or un
37. r is enrolled to the same learning aim more than once Can prevent this Yes in many cases by running the wizard in Customised rather than Default mode On the wizard stage Matching fields you have the option of linking between the 2 ILR files on Learning Delivery provider specified monitoring fields rather than on the learning aim reference If you use one or more of these fields to store the course code then linking on these is likely to remove such apparent duplicates assuming that the course codes are different between the 2 enrolments with the same learning aim ADaM 2013 User Guide 45 of 46 drakelancassociates Report DM2a Existence Enrolment no longer appears in ILR suggests that records have been removed from the ILR whereas they actually still exist but their learning aim reference has been changed Can prevent this Yes in many cases by running the wizard in Customised rather than Default mode On the wizard Stage Matching fields you have the option of linking between the 2 ILR files on Learning Delivery provider specified monitoring fields rather than on the learning aim reference If you use one or more of these fields to store the course code then linking on these should remove changes to learning aims from the report assuming that the course code used remains consistent across the 2 ILR files Report DM2b Existence Enrolment missing from earlier ILR which should have been present suggests that records w
38. then saved the data using the finish screen before you can work with previous data ty Next The welcome screen allows you to select whether to import and analyse new data or if you have previously imported and saved data view and work with a pre existing dataset Note you must still have a valid licence file in order to view this data outside of demo mode ADaM 2013 User Guide 14 of 46 drake anecassociates Import and analyse new data Once you have decided to import new data you set the parameters for the analysis Import mode gt O cT v The simplest fastest way to get results requires minimal intervention When importing new data the wizard settings screen offers 2 options each offering a different path through the wizard Setting Description The simplest fastest way to get results Requires minimal intervention A more complex way to get results Many additional options are available The wizard stages shown by each option are Licensed Demo mode Select files In depth ILR record and field changes Matching fields EMEN Lp I Lp A ADaM 2013 User Guide 15 of 46 drake ancassociates Report selection Report group by Funded provision filter Functional skills filter Young people filter Export folder Import and process Finished E MEE AM EN oe ESI EN E ADaM 2013 User Guide 16 of 46 c drake aneassociates Select files Select 2
39. ts that you have elected to sane Select a previous data import that you have saved from the list provided and press Next This will allow you to view the reports and the in depth ILR record and field changes without having to re import the ILR XML files Please note you will still need to have a valid licence for the data selected Finished The finished screen will look as it during a standard import with the following exceptions Open report Will not be available so you will not be able to see the reports in the exported export folder folder though the reports themselves will still exist provided you have not done any further imports for that day You can still view and re export the reports for this previous data by selecting the report from the View menu at the top of the screen View build log Will not be available as there has been no import though as with the reports for today the file itself will still be available provided there had been no subsequent reports that day Save database Will not be available as we are already looking at a previous database to backup copy so it can be used again Run the wizard Is available but only from the beginning It will not import to and overwrite again the previous database the previous database is for reviewing purposes only ADaM 2013 User Guide 32 of 46 drake ancassociates Navigating the main menu ribbon The main application menu is in the style of a modern Microsoft
40. u chose customised settings mode but selected none of the outputs then this button is unavailable However you will still be able to view them from the View menu Not available when looking at previous datasets Opens the on screen viewer for XML ILR record and fields changes If you chose customised settings mode but selected not to perform an in depth field change comparison then this button is unavailable Demo mode only summarises record and field change data and this button is unavailable Opens the ADaM build log for today The log shows detailed information about what tasks have been performed and long it took to perform each Not available when looking at previous datasets Saves a copy of the complete SQL database so that it can be referred to later This data also includes the results of the in depth ILR record and field changes Not available when looking at previous datasets Run the wizard again from the beginning or from part way through with different options for in depth ILR record and field changes Close the wizard and optionally exit ADaM 31 of 46 drake ancassociates View and work with previously imported data Previous data Please select a previous data import 1314 LA Data Imported on 20140224 1314 ILR Data Imported on 2014035 C C Program Files 086 Drake Lane Associates amp DaM 2015 DR 39999935 1314 20143035 xml eT eS Mu Back gt Next W These are all the previous data se

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