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John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

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Page 1: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

John W. Ingram

Strategies for the Practice of Institutional Research

NEAIR Annual Conference

December 5, 2011

Page 2: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Instructional video online, learn at your own pace

No need to reinterpret your notes from today’s presentation

Sign up for free: IR Shop Talk blog

Page 3: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Introduction Action plan Standard production reporting (SPR)

IPEDS Fall Enrollment Data challenges Data solutions Q&A

Page 4: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011
Page 5: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

How many completed the Fall IPEDS report?

What data sources do you use?

How many reports, spreadsheets, documents are needed?

Compliance reporting frustration?

Page 6: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Goal: Spend more time on priority projects

(less time on routine data requests)

Solution: Develop a library of standard production reports (SPRs)

Challenge: Difference between data format and report format is

vast

Page 7: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011
Page 8: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Develop a plan for a long term reporting solution

Keep it simple and build upon your successes

Build the report to match the format of the data request

Page 9: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011
Page 10: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011
Page 11: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Production or Warehouse Data

Banner, Datatel, Homegrown, Other

Excel, PeopleSoft, Cognos, Other

Page 12: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

ID NAME IRP_NEW HISPANIC_LATINO

CITIZENSHIP_DESC GENDER TIME_STATUS

DEGREE IRP_RACE1

N00451467 Alison, Lurie BLANK N United States Citizen F FT BA White

N00451467 Alison, Lurie BLANK N United States Citizen F FT BA Blank

N00451467 Alison, Lurie BLANK N United States Citizen F FT BA American Indian or Alaska Native

N00451467 Alison, Lurie BLANK N United States Citizen F FT BA Blank

N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA White

N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank

N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank

N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank

N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank

N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank

N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE White

N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank

N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Blank

N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Blank

N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Native American or other Pacific Islander

N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA White

N00223820 Cotchery, Jerricho

BLANK N United States Citizen M FT BA Blank

N00223820 Cotchery, Jerricho

BLANK N United States Citizen M FT BA Blank

N00223820 Cotchery, Jerricho

BLANK N United States Citizen M FT BA Blank

N00223820 Cotchery, Jerricho

BLANK N United States Citizen M FT BA White

N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank

N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank

N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE White

N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank

N02222111 Dwyer, Jonathon

BLANK N United States Citizen M PT BA Blank

N02222111 Dwyer, Jonathon

BLANK N United States Citizen M PT BA Blank

N02222111 Dwyer, Jonathon

BLANK N United States Citizen M PT BA Blank

N02222111 Dwyer, Jonathon

BLANK N United States Citizen M PT BA White

N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank

N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank

N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank

N02209071 Farrior, James BLANK N United States Citizen M FT BA White

N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank

N00229286 Foote, Larry FTTR N United States Citizen M FT BA Not Reported

N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank

N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank

N00545492 Frank, BLANK N United States Citizen F FT BA Blank

Page 13: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

ID NAME IRP_NEW HISPANIC_LATINO

CITIZENSHIP_DESC GENDER TIME_STATUS

DEGREE IRP_RACE1

N00451467 Alison, Lurie BLANK N United States Citizen F FT BA White

N00451467 Alison, Lurie BLANK N United States Citizen F FT BA Blank

N00451467 Alison, Lurie BLANK N United States Citizen F FT BA American Indian or Alaska Native

N00451467 Alison, Lurie BLANK N United States Citizen F FT BA Blank

N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA White

N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank

N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank

N02213102 Battle, Arnaz FTFR N United States Citizen M FT BA Blank

N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank

N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank

N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE White

N02211378 Brown, Antonio BLANK United States Citizen M FT NONDEGREE Blank

N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Blank

N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Blank

N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA Native American or other Pacific Islander

N03339291 Clanton, Eric FTFR Y United States Citizen M FT BA White

N00223820 Cotchery, Jerricho

BLANK N United States Citizen M FT BA Blank

N00223820 Cotchery, Jerricho

BLANK N United States Citizen M FT BA Blank

N00223820 Cotchery, Jerricho

BLANK N United States Citizen M FT BA Blank

N00223820 Cotchery, Jerricho

BLANK N United States Citizen M FT BA White

N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank

N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank

N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE White

N00222109 Dixon, Dennis FTFR N United States Citizen M FT NONDEGREE Blank

N02222111 Dwyer, Jonathon

BLANK N United States Citizen M PT BA Blank

N02222111 Dwyer, Jonathon

BLANK N United States Citizen M PT BA Blank

N02222111 Dwyer, Jonathon

BLANK N United States Citizen M PT BA Blank

N02222111 Dwyer, Jonathon

BLANK N United States Citizen M PT BA White

N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank

N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank

N02209071 Farrior, James BLANK N United States Citizen M FT BA Blank

N02209071 Farrior, James BLANK N United States Citizen M FT BA White

N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank

N00229286 Foote, Larry FTTR N United States Citizen M FT BA Not Reported

N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank

N00229286 Foote, Larry FTTR N United States Citizen M FT BA Blank

N00545492 Frank, BLANK N United States Citizen F FT BA Blank

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Page 14: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Report matching the format of the report (Fall IPEDS)

Efficient/automated

Build report using data from any source

Page 15: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011
Page 16: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011
Page 17: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011
Page 18: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Header categories based on enrollment

Column Categories based on Race/Ethnicity

Challenges with the data?

Page 19: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Case Statements

Crosswalk files

Page 20: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Its purpose is to allow the value of a variable or expression to control the flow of program execution via a mulitway branch.

Basically an “if, then” statement.

“Switch” statement is easiest to use

Page 21: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Field 4: “Apple Pie and Ice Cream” *Only of Field 1 is equal to

Apple Pie

ID Name Field1 Field2 Field3N11223345 Crocker, Betty Apple Pie Chocolate Cake Hot ChocolateN12445533 Hines, Ducan Brownies Peach Cobbler Smoothie

Page 22: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Field 4: If [Field 1] is equal to “Apple Pie” then “Apple Pie and Ice Cream” if not, then “nothing”

ID Name Field1 Field2 Field3N11223345 Crocker, Betty Apple Pie Chocolate Cake Hot ChocolateN12445533 Hines, Ducan Brownies Peach Cobbler Smoothie

Page 23: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Field 4: Switch ([Field1] = “Apple Pie”, “Apple Pie and Ice Cream”, Null)

ID Name Field1 Field2 Field3N11223345 Crocker, Betty Apple Pie Chocolate Cake Hot ChocolateN12445533 Hines, Ducan Brownies Peach Cobbler Smoothie

Page 24: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Use system data to create your own user defined fields

Key to building the IPEDS report in MS Access

Page 25: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Build switch statements our sample database

Build crosswalk tables

Learn in MS Access

Page 26: John W. Ingram Strategies for the Practice of Institutional Research NEAIR Annual Conference December 5, 2011

Sign up: Access to IR Shop Talk Blog

Discussion and video of how to build the standard production report for IPEDS

Q&A