Creating a Big Impact IR Office on a Small Budget
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- Howard Underwood
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1 Creating a Big Impact IR Office on a Small Budget
2 The University of Texas Health Science Center at San Antonio
3 Office of Institutional Research Director: Dr. Colby J. Stoever Staff: Nancy Jones Database Report Writing Analyst Sharon Carpenter Database Report Writing Analyst
4 Brief History - Before IR Reporting was handled by a small IT group within the Office of the Registrar. The IT group not only handled reporting but many other duties as well therefore reporting was not a high priority except for Federal and State reports such as the CBM reports and IPEDS. PeopleSoft queries, PeopleSoft constat pulls and Crystal Reports (that pulled from an in-house data-warehouse) were used for extracting information for the requests. The PeopleSoft queries and constat pulls were done by our office so we were able to make changes when needed. The Crystal Reports were created and updated by the IMS office, therefore we had a wait time before any changes or updates were made. The in-house data-warehouse was only updated once a day from our PeopleSoft data in the early morning hours before regular business hours.
5 No Aggregated Data Allowed Raw data was sent in excel spread sheets to the different requestors for adhoc reports. No statistics were provided. The turn-around for providing the requested information was two to three weeks. Inconsistent reporting by all departments to different News agencies, Magazines, local news and inter-departmental reports. Frustration and distrust from other departments toward our office.
6 New office created June 2013 The University recognized there was a need for an institutional office dedicated to reporting. Office of Institutional Research headed by Dr. Colby J. Stoever was created. The small IT group in the Office of the Registrar was moved to the Office of Institutional Research. Many changes occurred.
7 Changes and Impacts Related to SAS CHANGE IMPACT Installation of SAS on desk tops SAS Training Use SAS to produce reports and statistical measures Use SAS to pull CBM001, CBM009 and CBM00R data Use SAS to create a error report of CBM001, CBM009 and CBM00R data pulls Use SAS to pull IPEDs data Use SAS to pull CBM008 data Use SAS to create a error report of CBM008 data pull - Relatively inexpensive - $75-50% Ed Discount - No more raw data in excel spread sheets - Million dollar Impact - Saved time and number of submissions to THECB - Saved time and better data reporting - New project given to us by President of UTHSCSA - Saved time and number of submissions to THECB
8 Relatively Inexpensive University of Texas System has a SAS site license for all UT universities. Since our office did not have a budget this was a feasible way of getting a software package to do data pulls, reports and statistical analysis. The UTHSCSA IMIS office has a contract for 50% off on training. We were able to go through the IMIS office to obtain SAS training. Since our office did not have a budget this was a plus for us.
9 Use SAS to produce reports and statistical measures * More accurate data pulls. * No more release of raw data. * Consistent data reporting to departments and outside agencies. * Centralized Reporting.
10 Use SAS to pull CBM001, CBM009 and CBM00R data * More accurate data pulls. * Can be run more than once without creating inconsistencies. * Eliminates manual intervention of data correction.
11 Use SAS to create an error reports for CBM001, CBM009 and CBM00R data * Find errors that THECB checks for in their Edit- Check report. * Helps to fix the errors, if any, before sending to THECB. * Saves time by having the errors fixed before submitting to THECB.
12 Use SAS to pull IPEDS data * More accurate data pulls. * Creates the same tables as on the IPEDS forms. * Eventually plan to create a text file with data to directly upload into the IPEDS site.
13 Use SAS to pull CBM008 data * More accurate data pulls. * Can be run more than once without creating inconsistencies. * Eliminates manual intervention of data correction.
14 Use SAS to create an error report of CBM008 data * Find errors that THECB checks for in their Edit-Check report. * Helps to fix the errors, if any, before sending to THECB. * Saves time by having the errors fixed before submitting to THECB.
15 Summary of SAS reporting We went from only releasing raw data in excel spread sheets to the departments to creating reports and statistical output for the departments. We also do a lot of requests for survey information such as CODA (Commission on Dental Accreditation), LBB (Legislative Budget Board), THECB (Texas Higher Education Coordinating Board) accountability measures and THECB (Texas Higher Education Coordinating Board) performance measures, US News and World report, HRSA (Health & Human Services) report data and many requests for grant information. Since many of the surveys are done around the same time every year, we put alerts on our calendar to send messages to us and the departments needing the information. Reporting turnaround went from two to three weeks to 48 to 72 hours. This led to the departments coming to us for information gained their trust and less work for them. Helped with consistent data reporting.
16 Summary of SAS reporting continued Since the student data reporting became more standardized and consistent we were asked to tackle the faculty data reporting to THECB. Faculty data reporting Phase I-A was implemented the following year. Phase I-B is starting now. Phase II entering all the awards, transcripts and degrees or faculty members, coming soon.
17 Web Presence & Trend Analysis
18 Web Presence & Trend Analysis Created a web presence for our office using WordPress. WordPress allows us to edit and upload independently, without the assistance of IT.
19 Web Presence & Trend Analysis
20 Web Presence & Trend Analysis Interactive data web tools:
21 Web Presence & Trend Analysis We train our customers to use data tools. We are continuously updating to include additional data elements.
22 Web Presence & Trend Analysis Maps
23 Web Presence & Trend Analysis Maps All Texas UTHSCSA Students by County of Residence Fall 2014
24 Web Presence & Trend Analysis
25 Ad-Hoc Reporting Efficiency
26 Ad-Hoc Reporting Efficiency Cut response time from two weeks to 72 hour turnaround. Created reporting calendar to alert OIR and customers of recurring reports. Use SharePoint to house data request log/tracking. Implemented SAS and created SAS macros program. Created online Data Request Form and data address. Created registration status reports.
27 Ad-Hoc Reporting Efficiency
28 Ad-Hoc Reporting Efficiency Tracking Requests/Tasks/Projects
29 Freedom of Information Act: Student Lists SAS Macro Programs
30 SAS Macro Programs Semester Registration Status Reports ran weekly. Assists with tracking and monitoring student registration. Tracks Registered vs. not Registered by School and Program.
31 SAS Macro Programs
32 SAS Macro Programs Accreditation Nursing Board Surveys US News and World Report Peterson s Survey GRE Survey LCME Medical School Survey Surveys
33 SAS Macro Programs Using SAS Macro programing has increased efficiency, accuracy, and the turn around time in our reporting.
34 Questions / Comments
Improving Texas Health-Related Institutions Use of the Accountability System. Health-Related Institutions Accountability Review Committee
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