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Building a Curriculum Inventory: Test Your CI Upload

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The CI Portal and CI Portal User Guide

The CI Portal is the site where schools:

  • Annually upload their previous year’s CI data to the AAMC (Portal open between August 1 – October 21),
  • View reports, and
  • Test upload data for accuracy and completeness. This testing can be thought of as a sandbox or playground where schools (and their vendors) can test-upload data to try different approaches.

More information regarding the functionality of the CI Portal is available in the CI Portal User Guide.

Task #1

Access and review the CI Portal User Guide.

It is important for your key faculty and staff involved with the CI, and those who wish to view reports, to gain access to the CI Portal. If you have not already done so, refer to instructions in the CI Portal User Guide for how to access the site, and learn more about the differences between the various faculty roles . It is recommended to have faculty and staff access completed by June 1 annually, as this the date the first automatic emails from the CI Portal begin.

Task #2

Ensure the correct faculty and staff have access to the CI Portal.

Begin testing with one piece of curriculum

Once you have access to CI Portal, it may be helpful to test upload one piece of your curriculum (e.g., one course), to see which (if any) standards or business rules are not met. You do not necessarily have to take this approach – you could upload your entire curriculum instead. The test-upload approach is recommended simply because it allows you to identify possible errors on a small scale, so you could have them addressed universally before the rest of the curriculum is also documented. 

As long as the one piece of curriculum you are test-uploading meets the standards and business rules, it can be uploaded to CI Portal and generate a Verification Report. You can then review the Verification Report to ensure the data populated the tables as expected, to represent your curriculum accurately and completely. 

Access the CI MedBiq standards and the CI Business Rules

The earliest you can test one piece of your curriculum in CI Portal would be once you have content from chapters 1-9 of this guidebook (Getting StartedWhere Will Your CI Data Live and Thrive?Program Objectives Drive CurriculumDetermining Your CI Organizational StrategyCourse-Level Details for Your CIMaintaining and Using Your CI from Year to YearDocumenting TimeEvent Learning ObjectivesInstructional Methods, Assessment Methods, And Resources) for a portion of your curriculum. If you were to try to test upload only your program objectives from Chapter 3, for example, you would encounter standard and business rule errors because your CI data file would be missing content from courses and events.

Test uploading your data is not required, however, is highly recommended. If your school were to wait until the CI season opens August 1 to test your data, it may not leave sufficient time to correct any errors before the CI Portal closes on October 21.

Task #3

Test upload your curriculum (e.g., one course) in the CI Portal.

Technical specifications and business rules

Recall in Chapter 1 you explored the CI technical components on our Resources for CI Developers webpage. The MedBiquitous CI and competency framework specifications govern the structure and content of CI data. The AAMC CI Business Rules add caveats to the specifications, such as limitations on word counts. The AAMC’s application of the MedBiquitous standards for CI purposes, as well as the AAMC CI Business Rules, can be found in the AAMC CI Technical User Guide.

Keep in mind that if you are using a CI participating vendor, rather than an institutionally developed system, your vendor also has access to the CI Portal and may be able to assist you. More information about vendor use of the CI Portal is located in the CI Portal User Guide.

Access the CI participating vendor list 

If the file you test upload does not meet the MedBiquitous CI and competency framework specifications, the CI Portal will not allow you to progress to the next phase (e.g., testing your data file against the AAMC CI Business Rules).

Once the MedBiquitous technical specifications are met, the CI Portal will vet your CI data file (in XML) against the business rules. If any business rules are not met, an error report will be generated describing the errors which occurred. You can then edit your CI data file in your technical platform and try uploading a new CI data file. Once you resolve the technical specification and business rule errors, you can add more of your curriculum to your test file so that eventually the entire curriculum is included in your test upload.

Once both the standards and business rules are met, a Verification Report is generated. It is normal to encounter technical specification and business rule errors that need to be resolved in the upload process. Even schools who have been uploading to the AAMC CI for years encounter errors due to technical platform enhancements, specifications and business rules evolution, and more importantly, adjustments and improvements in curriculum content and documentation practices. 

Task #4

Review the technical specifications and business rules and resolve any errors. Upload a new CI data file until all the standards and business rules are met, and the Verification Report populates accurately and completely to represent your curriculum.

Chapter 11 key questions

  1. Do all our key faculty and staff concerned with the CI have access to the CI Portal as needed? Have we all read the CI Portal User Guide, and do we all understand the purpose and functions?
  2. Have we identified a piece of our curriculum we want to test, which has content documented from chapters 1-9 at minimum, from the Building a Curriculum Inventory Guidebook?
  3. Have we communicated with our IT staff and/or vendor to explain our goals and timeline for testing CI data prior to the upload beginning on August 1?
  4. Have we reviewed the technical specifications and business rules in the AAMC CI Technical User Guide?
  5. Have we resolved any errors in our data file? Have we added additional curriculum to test so that have a CI data file that meets the technical specifications and business rules, and accurately and completely represents our curriculum? 
  6. Are our Verification and Accreditation Support Reports populating as expected? Are there any blanks or missing data we need to address?

Additional resources

Log in to the Curriculum Community for additional resources, peer-to-peer conversations, and get your questions answered.

  • Already a Curriculum Community member? LOG IN

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