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The HESA Data Collection Process

The HESA Data Collection Process. Nicola Jewer, Institutional Liaison Manager, HESA USHA 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.

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The HESA Data Collection Process

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  1. The HESA Data Collection Process Nicola Jewer, Institutional Liaison Manager, HESA USHA Conference, 24 April 2013

  2. Objectives • Introduction to HESA • Data to be collected – what, when and how? • Overview of the heidi benchmarking tool

  3. Introduction to HESA

  4. 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

  5. HESA as an organisationHESA’s mission To support the advancement of UK higher education by collecting, analysing and disseminating accurate and comprehensive statistical informationin response to the needs of all those with an interest in its characteristics and a stake in its future.

  6. 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))

  7. Who does HESA collect data for?HE providers and agencies • The HE sector in the UK • 165 institutions

  8. 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)

  9. Why do we collect data? • The datais required by one of HESA’sStatutory Customer Or • The data is required by the HE sector for its own purposes But not at the behest of anyone else And not on the off-chance that it might be useful

  10. HESA DataStreams

  11. 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

  12. 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

  13. The HESA Estates record

  14. 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

  15. Estates data collected

  16. USHA data

  17. Data to be collected by HESA from 2012/13

  18. Change to reporting practice • Move in the collection year to HESA Standard Reporting Year 1 August – 31 July (academic year) • Implication for 2012: • Report calendar data 1 January – 31 December 2012 to USHA • Report academic data 1 August 2012-31 July 2013 to HESA

  19. 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

  20. 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

  21. Timeframe of HESA Estates collection* * Exact dates to be confirmed nearer the time

  22. heidi

  23. 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

  24. 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

  25. 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

  26. What heidienables 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

  27. Benefits of using heidi – local promotion http://www.kent.ac.uk/estates/sustainability/emissions.html

  28. 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.ukor visit www.jiscmail.ac.uk

  29. 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 team liaison@hesa.ac.uk 01242 211144

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