Getting Started with Implementation

Overview

This article outlines the essential deliverables required from clients during the implementation phase. It details the technical requirements for web templates, course data imports, and catalog content formatting, while also highlighting administrative tasks such as user permission mapping and API configuration. The article serves as a roadmap for institutional administrators to ensure all necessary data and training are completed for a successful system launch.

Client Implementation Deliverables:

1. Web-Template Guide
   1. The client provides 2-3 URLs that best reflect the look and feel of the institution’s website. Watermark will develop a web template that includes the institution’s fonts, colors, and other styling elements to build the catalog.
2. Course Import File Guide
   1. Clients provide a csv file containing all of their courses. There are four required fields: Subject Code, Subject Name, Course Number, and Course Name. The file must be saved in .csv UTF-8 format.
3. Onboarding Course
   1. Administrators are highly encouraged to register for the Catalog 101: A Primer course so they can become familiar with the platform and the deliverables required during implementation. There is quiz at the end to hep reinforce concepts
   2. Link: Curriculum Strategy
4. API Information
   1. Clients may choose to set up an API, which will allow users to pull content from Catalog and display it on the institution’s website. This will require assistance from the institution’s IT department.
5. Catalog Content in Word and PDF format:
   1. Administrators will be asked to provide their current catalog split
      into two separate word documents.
   2. One word document should contain your narrative content which
      includes information such as policies, admissions, financial aid, etc.
   3. The second word document should contain your program content which
      includes information about degrees and course requirements. See the Program Content Formatting article for guidance.
   4. We also ask that you provide a PDF of your entire catalog
6. Users and Permissions Spreadsheet
   1. Although Watermark trains administrators to add users into the system manually, our team can add a list of users during implementation to ease the process. Administrators will be provided with a spreadsheet and they will be asked to fill out who they want to add to the system. Administrators must specify the workflow role (such as editor, reviewer, approver) and the access role (such as the narrative section(s) the user will be able to edit)&
   2. Catalog User/Permissions
   3. Curriculum User/Permissions