How to Auto Add Many Ed2Go Courses Into XenDirect

Use this process to copy many Ed2Go offerings from the master Ed2Go catalog to XenDirect courses and sections. If any courses and sections are already being offered in your XenDirect courses and sections, and are not tagged as Ed2Go , this process will duplicate them. Always be sure to tag existing Ed2Go courses and sections before using the copy function.

The AutoAdd function does not support Ed2Go CTP courses. Use the single method for CTP courses.

This process requires that a user set which Ed2Go courses are included in this bulk copy function before the function is run. Each time the process is run, checks are performed to prevent duplication of courses and sections. This first part of the process is where a user will set which courses are included in the Auto Add function.

Release 3

Go to Tools > Course Functions > Manage Ed2Go. If the menu option does not display, contact your system administrator to enable permission for this menu option.
Go to the Ed2Go Auto Add panel.
Search as desired to display currently available Ed2Go catalog offerings.
For each course desired, click on the view button in the same course row to view course auto add details.
Click the edit button for the Auto Add course.
Edit the fields in the form. These values will populate the similarly named fields in the XenDirect course and section records. Some are required and some are optional.
Be sure to tag the Auto Add field = Yes. If set to NO, the course is ignored during the Run Auto Add process.
The XenDirect Course ID and Section ID will be the same as the Ed2Go course and section codes by default. Those can be changed manually after the bulk Auto Add process, but cannot be changed as part of this process.
The Primary Fee field defaults the display to the retail price suggested by Ed2Go. The suggested fee is only a recommended fee. You can modify this fee to a different amount. The fee should not be less than the cost of the purchase fee from Ed2Go.
Enter all other required fields and any desired non-required fields.
- Staff is required. It is recommended to create a generic staff record for this purpose.
- Location is required. It is recommended to create a generic "online" location record for this purpose.
- Revenue Item is required.
- Alt Registration Ends: The value in this field will update the Course Section's Alt Registration Ends field used to alter the registration ends date prior or after the Section Start date.
- Auto Expense: The existing Auto Expense function includes Ed2Go expenses if the course section is properly recorded as "By Student" and the proper per student rate.
Save your changes.
Continue to set the Ed2Go courses for Auto Add until all desired courses are set.
The above process does not need to be modified in the future unless:
- Field values require a change, such as a fee.
- A course needs to be added or removed from the Auto Add list.

Once all the desired master Ed2Go courses are tagged as Auto Add, follow this process to copy the courses and available sections into the XenDirect courses and sections. The next part of the process can be run whenever there are new Ed2Go sections available.

Go to Admin Tools > Course Functions > Manage Ed2Go. If the menu option does not display, contact your system administrator to enable permission for this menu option.
Go to the Ed2Go Auto Add panel.
Click on the Run Auto Add function.
Select the Session for the new courses and sections to be copied. This will be the Session tagged to the new course sections.
Select the Date Range values. This range will only add the course sections available from the Ed2Go course catalog based on the Ed2Go Start Date.
When the options are set as desired, click the "Run Auto Add" button. The copy process will proceed. There is no cancel option once the Auto Add process has been submitted.
When completed, the user will receive a completion prompt. The new courses, sections, and fees have been added.

Release 2

Go to Admin Menu »» Course Functions »» Manage Ed2Go. If the menu option does not display, contact your system administrator to enable permission for this menu option.
Search as desired to display currently available Ed2Go catalog offerings.
For each course desired, click on the view button in the same course row to view course details and the sections offerings available.
Click the Auto Add tab.
Click the edit button for the Auto Add course.
Once clicked, the popup window will display numerous fields. These values in these fields will populate the similarly named fields in the XenDirect course and section records. Some are required and some are optional.
Be sure to tag the Auto Add field = Yes. If set to NO, the course is ignored during the bulk Auto Add process.
The XenDirect Course ID and Section ID will be the same as the Ed2Go course and section codes by default. Those can be changed manually after the bulk Auto Add process, but cannot be changed as part of this process.
The Primary Fee field defaults the display to the retail price suggested by Ed2Go. The suggested fee is only a recommended fee. You can modify this fee to a different amount. The fee should not be less than the cost of the purchase fee from Ed2Go.
Enter all other required fields and any desired non-required fields.
- Staff is required. It is recommended to create a generic staff record for this purpose.
- Location is required. It is recommended to create a generic "online" location record for this purpose.
- Revenue Item is required.
- Alt Registration Ends: The value in this field will update the Course Section's Alt Registration Ends field used to alter the registration ends date prior or after the Section Start date.
- Auto Expense: The existing Auto Expense function includes Ed2Go expenses if the course section is properly recorded as "By Student" and the proper per student rate.
Click OK to save your changes.
Continue to set the Ed2Go courses for Auto Add until all courses are set as desired.
The above process does not need to be modified in the future unless:
- Field values require a change, such as a fee.
- A course needs to be added or removed from the Auto Add list.

Go to Admin Menu »» Course Functions »» Manage Ed2Go. If the menu option does not display, contact your system administrator to enable permission for this menu option.
Click on the Auto Add function in the blue toolbar.
Select "Run AutoAdd" and continue.
Select the Session for the new courses and sections to be copied. This will be the Session tagged to the new course sections.
Select from the available list of dates both a Date Start and Date End. These dates are the start dates available from the Ed2Go course catalog. Only the dates listed are available on the date the function is run.
When the Session, Start and End Date Range options are set as desired, click the Submit button. The copy process will proceed. There is no cancel option once the Auto Add process has been submitted.
When completed, the user will receive a completion prompt. The new courses, sections, and fees have been added.
Other AutoAdd functions:
- Clone AutoAdd Settings: This function will automatically add AutoAdd settings for new course sections that have been downloaded if another section of the same course is set to AutoAdd = Yes.
- Update Descriptions: This function will update the Ed2Go course description in the XenDirect courses table and the Ed2Go outline in the XenDirect course section table from the Manage Ed2Go master catalog.