the hesa data collection process
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The HESA Data Collection Process
Nicola Jewer, Institutional Liaison Manager, HESAUSHA Conference, 24 April 2013
Objectives
• Introduction to HESA• Data to be collected – what, when and how?• Overview of the heidi benchmarking tool
Introduction to HESA
HESA the Agency
• HESA is a Company Limited by Guarantee• Whose Members are Universities UK and Guild HE,
who appoint Board• HESA is a sector-owned agency• Whose relationship to government departments and
funding bodies (whom we call Statutory Customers) is governed by formal agreements or contracts
HESA as an organisationHESA’s mission
To support the advancement of UK higher education by
collecting, analysing and disseminating accurate and
comprehensive statistical information in response to the needs
of all those with an interest in its characteristics and a stake in its
future.
Who does HESA collect data for?Statutory customers• Higher Education Funding Council for
England (HEFCE)• Department for Business Innovation & Skills
(BIS)• Higher Education Funding Council for Wales
(HEFCW)• Welsh Government (WG)• Scottish Government (SG)• Scottish Funding Council (SFC)• Research Councils (RCs)• Training and Development Agency (TA)• Department for Employment and Learning
(Northern Ireland) (DEL(NI))
Who does HESA collect data for?HE providers and agencies
• The HE sector in the UK⁻ 165 institutions
What HESA does
• Annual data collections from institutions • Creation of databases from collections• Supply of data to Statutory Customers• Regular publications, including some National
Statistics output• Information provision service• Higher Education Information Database for
Institutions (heidi)
Why do we collect data?
• The data is required by one of HESA’s Statutory Customer
Or • The data is required by the HE sector for its own
purposes
But not at the behest of anyone elseAnd not on the off-chance that it might be useful
HESA Data Streams
How does HESA provide access to data? Different routes to the data
• Regular paper and electronic publications, some National Statistics output
• Bespoke Data Service
• Higher Education Information Database for Institutions (heidi)
• Free statistics online
How does HESA collect data?Engagement with HE institutions
• Operational documentation on the web• HESA operates a helpdesk - telephone and email• Comprehensive programme of training seminars• Training materials on the web• Post-implementation reviews after significant change• Each institution nominates a record contact for each of the
HESA data streams• National HESA User Group with representatives of
professional associations
The HESA Estates record
HESA Estates record
• Became part of the HESA portfolio in 2009• The Estates Management Statistics collection (EMS)
is a data collection initiative which began within the sector through AUDE
• The main objective of EMS is to give the sector access to relevant information to enable better strategy and decision making
• EMS is about improving estate management performance through facilitating access to relevant information
Estates data collected
Buildings and functionality
Environment, energy, emissions
and wasteFinance
Space measurement
Staff and student counts
USHA data
Data to be collected by HESA from 2012/13
Health & Safety
Dangerous occurrences
Incidents involving injury
Occupational diseases reportable under RIDDOR
Occupational injuries reportable under RIDDOR
Fire
Number of fires by type
Directly exposed to fire or smoke
Number of alarm activations
Injuries as a result of fire
Change to reporting practice
• Move in the collection year to HESA Standard Reporting Year
1 August – 31 July (academic year)• Implication for 2012:
1. Report calendar data 1 January – 31 December 2012 to USHA
2. Report academic data 1 August 2012-31 July 2013 to HESA
How is the data returned?
• Data is submitted to HESA retrospectively each Spring
• HESA has a bespoke data collection website submit.hesa.ac.uk
• Data must be returned using the web form provided by HESA
• Both numbers and, where applicable, contextual information will be collected
Data Quality Checking
• HESA makes use of both automated and manual quality assurance checks
• Automated checks:– Validation is in-built into the web form to ensure data
items are completed as expected• Manual checks:– Data reviewed by our Quality Assurance team to ensure
credibility– Unusual fluctuations are queried and the explanations
recorded alongside the dataset
Timeframe of HESA Estates collection*
Submission system opens January 2014Return date 2 March 2014Data quality checking period 2 – 22 March 2014Last submission 22 March 2014Sign-off 24 March 2014
* Exact dates to be confirmed nearer the time
heidi
Benchmarking requirement
• USHA working party from 2008 had the aim to update the data collection process to allow better benchmarking
• HESA provides this facility through its heidi service
heidi
• heidi - the Higher Education Information Database for Institutions. heidi.hesa.ac.uk
• All HEIs have a subscription to this service • Bespoke comparison reports• Contains a very broad range of data about HE• Data is added through scheduled releases• Allows dynamic extraction and manipulation of data
Data available in heidi
HESA data Student Staff DLHE Finance HE Business and
Community Interaction Estates management Student staff ratios
Other data Applications data – CUKAS, GTTR,
NMAS, UCAS Funders Forum Metrics SCONUL Library management
statistics Teaching Quality Information (TQI) National Student Survey (NSS) Training Development Agency data Research Assessment Exercise (RAE) Performance Indicators UUK Pattern data Equality
What heidi enables you to do
• Benchmark against similar institutions; be that the Russell Group, those with forensic science departments or those with +20k students– You can set your own perimeters
• Compare information between datasets – E.g. Health & Safety Vs. Building condition (collected in the
Estates record)• Produce management statistics for local use
Benefits of using heidi – local promotion
http://www.kent.ac.uk/estates/sustainability/emissions.html
What to do next?
• Familiarise yourself with the data requirements– Coding manual available on HESA website details all data
fields for a collection – www.hesa.ac.uk/C12042 • Find out who your local Estates record contact is– Contact liaison@hesa.ac.uk
• Join the HESA-Estates JISCMail group to keep up-to-date on the data collection, data requirements and discussion topics – email liaison@hesa.ac.uk or visit www.jiscmail.ac.uk
Any questions?
The Institutional Liaison team are there to help with all aspects of the return from local collection of data items through to final submission and sign-off.
Contact the teamliaison@hesa.ac.uk01242 211144
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