Starfish

Starfish Filtering To Students

Learn how to use the various filtering options in Starfish. Filter to students by caseload, major/minor, attributes, meetings, etc. If you have any questions, contact Starfish@utoledo.edu or 419-530-1275. 


Starfish allows you to filter to student populations based on your direct connection to student via Banner (academic advisor, athletic advisor, etc.) or based on organizations (majors, minors, concentrations, etc.).

My Students Tab vs. Tracking Tab
After clicking on the Starfish Menu to access the various student lists, it is important to be mindful of which tab you select when applying your connection filters.

  • My Students Tab: Allows you to access all students on your caseload.
  • Tracking Tab: Allows you to access students on your caseload with active tracking item.

My Students Tab

Academic Advisor (Banner assigned caseload)

  1. Select your Connection: Select "Academic Advisor", which will filter to your advisor caseload of students as assigned to you on Banner, regardless of student enrollment. Additionally, depending on your role at the university, you may have various other connections displayed.
    Connection Drop-Down Options

  2. Select Term: Select term as "Active". 
    Select Term as Active

  3. Select Cohort: Select "Undergraduate Students & Enrolled Fall 2023", which will filter to students who are coded as undergraduate and actively enrolled for the listed term. Once selected, click into the open space of Starfish to apply the cohort. Cohorts are filtering shortcuts of commonly filtered to attributes or groups of students by Rocket Number. 
    Select Cohort

  4. Filter Results: The applied steps will officially filter you to undergraduate students, enrolled for Fall 2023, who are assigned to you on Banner as an academic advisor. Download this list of students into an excel file or continue to add on other filters such as attributes.

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Academic Advisor (filter by major/minor)

  1. Select your Connection: Select "General Advisor", which will filter you to all students across all academic colleges and regardless of enrollment. Additionally, depending on your role at the university, you may have various other connections displayed.
    Connection Drop-Down Options

  2. Select Term: Select term as "Active". 
    Select Term as Active

  3. Select Cohort: Select "Undergraduate Students & Enrolled Fall 2023", which will filter to students who are coded as undergraduate and actively enrolled for the listed term. Once selected, click into the open space of Starfish to apply the cohort. Cohorts are filtering shortcuts of commonly filtered to attributes or groups of students by Rocket Number. 
    Select Cohort

  4. Click Add Filters button: Access additional filtering options by clicking the Add Filters or Edit Filters button. 
    Add Filters Button
    Edit Filters Button

  5. Click Cohorts & Relationships: In the new window, multiple filtering options will be available on the side menu, select Cohorts & Relationships.
    Click Cohorts and Relationships

  6. Check mark the Organizations option, which will display a search option for majors, minors, and some concentrations. 
    Select Organizations

  7. Search for Majors or Minors: Enter the name of the major or minor you oversee and click search. The results will populate in the box on the left called "Search Results". Minors are indicated as the organization codes ending in "-MIN".
    Search for Organizations

  8. Select Majors or Minors: Select the desired organization and use the arrows to move the organization over to the box on the right called "Selected Organizations". Repeat this process until you have all the majors and minors you oversee displayed in "Selected Organizations" box. 
    Select Organizations
     
  9. Click Submit to save changes.
    Submit Button

  10. Filter Results: The applied steps will officially filter you to undergraduate students, enrolled for Fall 2023, who are associated with the majors/minors you selected. Download this list of students into an excel file or continue to add on other filters such as attributes.

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Athletic Advisor (Banner assigned caseload)

  1. Select your Connection: Select "Athletic Advisor". This will filter to your caseload of student-athletes as assigned to you on Banner, which are updated on a semester basis. Please note that this will filter to any student assigned to you, even if their student-athlete status changes or regardless of their enrollment. Therefore, it is important to apply the next filtering steps.
    Select Athletic Advisor Connection

  2. Select Term: Select term as "Active". 
    Select Term as Active

  3. Select Cohort: Select "Student-Athletes & Enrolled Fall 2023", which will filter to students who are coded as active student-athletes and enrolled for the listed term. Once selected, click into the open space of Starfish to apply the cohort. 
    Cohort Selection

  4. Filter Results: The applied steps will officially filter you to student-athletes, enrolled for Fall 2023, who are assigned to you on Banner as an athletic advisor. Download this list of students into an excel file or continue to add on other filters such as attributes.

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Athletic Advisor (filter by sports)

  1. Select your Connection: Select "General Athletic Advisor", which will filter you to all student-athletes, regardless of enrollment. 
    Select General Athletic Advisor Connection

  2. Select Term: Select term as "Active". 
    Select Term as Active

  3. Select Cohort: Select "Student-Athletes & Enrolled Fall 2023", which will filter to students who are coded as active student-athletes and enrolled for the listed term. Once selected, click into the open space of Starfish to apply the cohort. 
    Cohort Selection

  4. Click Add Filters button: Access additional filtering options by clicking the Add Filters or Edit Filters button. 
    Add Filters Button
    Edit Filters Button

  5. Click Cohorts & Relationships: In the new window, multiple filtering options will be available on the side menu, select Cohorts & Relationships.
    Click Cohorts and Relationships

  6. Check mark the Organizations option, which will display a search option for majors, minors, and some concentrations. 
    Select Organizations

  7. Search for Majors or Minors: Enter the name of the sport and click search. The results will populate in the box on the left called "Search Results". 
    Search for Sport

  8. Select Sports: Select the desired organization and use the arrows to move the organization over to the box on the right called "Selected Organizations". Repeat this process until you have all the sports displayed in "Selected Organizations" box. 
    Select Sport Organization
     
  9. Click Submit to save changes.
    Submit Button

  10. Filter Results: The applied steps will officially filter you to undergraduate students, enrolled for Fall 2023, who are associated with the sports you selected. Download this list of students into an excel file or continue to add on other filters such as attributes.

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TRIO Advisors

  1. Select your Connection: Select "TRIO", which will filter you to all TRIO students, regardless of enrollment. Additionally, depending on your role at the university, you may have various other connections displayed.
    TRIO

  2. Select Term: Select term as "Active". 
    Select Term as Active

  3. Select Cohort: Select "Undergraduate Students & Enrolled Fall 2023", which will filter to students who are coded as undergraduate and actively enrolled for the listed term. Once selected, click into the open space of Starfish to apply the cohort. Cohorts are filtering shortcuts of commonly filtered to attributes or groups of students by Rocket Number. 
    Select Cohort

  4. Click Submit to save changes.
    Submit Button

  5. Filter Results: The applied steps will officially filter you to undergraduate students, enrolled for Fall 2023, who are affiliated with TRIO. Download this list of students into an excel file or continue to add on other filters such as attributes.

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Starfish allows you to filter to student populations based on attributes, which are data points directly importing from Banner's nightly feed. 

How to Filter by Attributes

  1. Access Students: Click the Starfish menu and then click "Students". 
    Starfish Menu

  2. Select the My Students Tab: There are multiple tabs featured across the top of Starfish, so ensure you are on the My Students tab, which will individually list each student account in alphabetical order. 
    My Students Tab

  3. Click Add Filters button: Access additional filtering options by clicking the Add Filters or Edit Filters button. 
    Add Filters Button
    Edit Filters Button

  4. Click Attributes: In the new window, multiple filtering options will be available on the side menu, select Attributes.
    Select Attributes

  5. Click Add Attributes: You may add multiple attributes at a time by clicking the add attribute button. 
    Add Attribute

  6. Search for Specific Attribute: There are several attributes available when you select the drop-down menu, select the option you would like to filter. 
    Attribute Drop-down List

  7. Do Not Select a Term: Do not select the second drop-down menu labeled “Term”, our attributes are NOT term specific, so you do not need to select this option. If you accidentally do, delete the attribute by clicking the "X" and then add the attribute again. 
    Do Not Select a Term

  8. Adjust the Specific Value: Each attribute is configured differently, so depending on the item, you may need to select an additional option under “specific value”. The attribute types include the following below. If you have questions on how to specifically use each type of attribute, contact us at Starfish@utoledo.edu

    1. True/False
      True and False Specific Value

    2. Drop-Down Selection
      Drop-down Selection

    3. Inequality Numeric Entry
      Inequality numeric entry

    4. Phrase Entry
      Phrase Entry

  9. Add More Attributes: If you would like to add more attributes to further filter your student list, click the "Add Attribute" button again to continue adding more attributes. 

    Add Attribute
    Add Attribute - Enrolled Current Term
    Add Attribute - Academic College
    Add Attribute - Apply for Graduation

  10. Click Submit to save changes.
    Submit Button

 

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Utilize the organization filtering feature to filter to student populations based on majors, minors, major concentrations, or a specific sport. 

How to Filter by Organizations

  1. Access Students: Click the Starfish menu and then click "Students". 
    Starfish Menu

  2. Select the My Students Tab: There are multiple tabs featured across the top of Starfish, so ensure you are on the My Students tab, which will individually list each student account in alphabetical order. 
    My Students Tab
  3. Click Add Filters button: Access additional filtering options by clicking the Add Filters or Edit Filters button. 
    Add Filters Button
    Edit Filters Button

  4. Click Cohorts & Relationships: In the new window, multiple filtering options will be available on the side menu, select Cohorts & Relationships.
    Click Cohorts and Relationships

  5. Check mark the Organizations option, which will display a search option for majors, minors, sports, and concentrations. 
    Select Organizations

  6. Search for Organizations: Enter the name of organization and click search. The results will populate in the box on the left called "Search Results". Minors are indicated as the organization codes ending in "-MIN".
    Search for Organizations

  7. Select Organization: Select the desired organization and use the arrows to move it over to the box on the right called "Selected Organizations". Repeat this process until you have all the organizations you want to filter to, displayed in "Selected Organizations" box. 
    Select Organizations
     
  8. Click Submit to save changes.
    Submit Button

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Last Updated: 3/22/24