Research Sources

Updated 30 Apr 2024
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The origin of stored research data is called the “research source.” Research sources might reflect external sources, like Capture, or they might reflect institution-specific sources of information. These institution-specific sources could include items such as prospect scores, relevant news articles, or other collections of data providing insight or additional understanding of a record in your database.

Adding a new research source

📃 Admissions Example

This example describes how to create a source called "Engagement Score."

To add a new research source:

From the main navigation, select Database.
Under Configurations, select Research Configurations.
Click Add Research Source. An Add Research Source popup appears.
Configure the following settings:
Name: Enter the source name, such as “Engagement Score”
Status: Active
Folder: Select an existing folder. If desired, create a new folder by selecting Other and entering a new folder name.
Scope: In this case, Person
Click Save. The summary page for the research source appears. With the research source configured, any existing data keys can be added to the source, and new data keys can be created and associated with the source.

🎓 Student Success Example

This example describes how to create a source called "Faculty Early Alert."

To add a new research source:

Click Database on the Slate navigation bar.
In the Configurations area, click Research Configurations. The Research Configurations summary page appears.
Click Add Research Source. An Add Research Source popup appears.
Enter the following configurations:
Name: Enter the source name, such as “Faculty Early Alert.”
Status: Select Active.
Folder: Select an existing folder. If desired, create a new folder by selecting Other and entering a new folder name.
Scope: In this case, Person
Click Save. The summary page for the research source appears. With the research source configured, any existing data keys can be added to the source, and new data keys can be created and associated with the source.

🤝 Advancement Example

This example describes how to create an institution-specific source called "Staff Research."

To add a new research source:

Click Database on the Slate navigation bar. The Database page appears.
In the Configurations area, click Research Configurations. The Research Configurations summary page appears.
Click Add Research Source. An Add Research Source popup appears.
Enter the following configurations:
Name: Enter the source name, such as “Staff Research.”
Status: Select Active.
Folder: Select an existing folder. If desired, create a new folder by selecting Other and entering a new folder name.
Scope: In this case, Person
Click Save. The summary page for the research source appears. With the research source configured, any existing data keys can be added to the source, and new data keys can be created and associated with the source.

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Research Materials and Material Metadata

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Adding a new research source