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Syllabus

HIED 801: Foundations of Institutional Research

The information contained on this page is designed to give students a representative example of material covered in the course. Any information related to course assignments, dates, or course materials is illustrative only. For a definitive list of materials, please check the online catalog 3-4 weeks before the course start date.

This course is an overview of the theory and practice of institutional research. Topics include: institutional research office organization, structure, and staffing; developing effective reports; working with national datasets. Other topics include understanding the key areas of institutional research analysis that are examined in greater depth in the other online courses: planning and budgeting, students and student services, enrollment management, assessing academic outcomes and programs, faculty workload, performance and compensation.



Overview

This course provides students with an overview of the institutional research profession, the most common functions that institutional research offices carry out, and effective reporting techniques. This is an introductory course that acquaints students with topics treated in greater depth in subsequent courses. The course is designed for those entering careers in institutional research and planning, as well as for those whose work is related to analysis and reporting in other higher education settings. This is one of two required courses for the Penn State Certificate Program in Institutional Research, offered in collaboration with the Association for Institutional Research. Nevertheless, those students who are not enrolled in the Graduate Certificate in Institutional Research Program but want to register for the course, are welcome to do so.


Course Objectives

Upon completion of HIED 801, students should able to

  • Upon completion of HIED 801, students should able to
  • Recognize the skills and organizational units associated with the IR profession
  • Use data to explore research projects and conduct statistical analysis 
  • Describe the current state of higher education institution using IPEDS data within Excel
  • Predict outcomes for a higher education institution using data
  • Present statistical results using key principles

Required Course Materials

Most World Campus courses require that students purchase materials (e.g., textbooks, specific software, etc.). To learn about how to order materials, please see the Course Materials page. You should check LionPATH approximately 3–4 weeks before the course begins for a list of required materials.
Using the Library

Many of the University Libraries resources can be utilized from a distance. Through the Libraries website, you can

  • access magazine, journal, and newspaper articles online using library databases;
  • borrow materials and have them delivered to your doorstep—or even your desktop;
  • get research help via email, chat, or phone using the Ask a Librarian service; and
  • much more. 

You must have an active Penn State Access Account to take full advantage of the Libraries' resources and service.  The Off-Campus Users page has additional information about these free services.


Technical Requirements

Technical Requirements
Operating System

Canvas, Penn State's Learning Management System (LMS), supports most recent versions of Microsoft Windows and Apple Mac operating systems. 

To determine if your operating system is supported, please review Canvas' computer specifications.

Browser

Canvas supports the last two versions of every major browser release. It is highly recommended that you update to the newest version of whatever browser you are using.

Please note that Canvas does not support the use of Internet Explorer. Students and instructors should choose a different browser to use.   

To determine if your browser is supported, please review the list of Canvas Supported Browsers.


Note: Cookies must be enabled, and pop-up blockers should be configured to permit new windows from Penn State websites.
Additional Canvas Requirements For a list of software, hardware, and computer settings specifically required by the Canvas LMS, please review Canvas' computer specifications.
Additional Software

All Penn State students have access to Microsoft Office 365, including Microsoft Office applications such as Word, Excel, and PowerPoint.

Students will need a PDF reader, such as Adobe Reader.

Hardware

Monitor: Monitor capable of at least 1024 x 768 resolution
Audio: Microphone, Speakers
Camera (optional, recommended): Standard webcam - many courses may require a webcam for assignments or exam proctoring software.

Mobile Device (optional) The Canvas mobile app is available for versions of iOS and Android. To determine if your device is capable of using the Canvas Mobile App, please review the Canvas Mobile App Requirements.


Student Education Experience Questionnaire (SEEQ)

During the semester you will receive information for completing the Student Education Experience Questionnaire (SEEQ). Your participation is an opportunity to provide anonymous feedback on your learning experience. Your feedback is important because it allows us to understand your experience in this course and make changes to improve the learning experiences of future students. Please monitor email and course communications for links and availability dates.


If you need technical assistance at any point during the course, please contact the Service Desk.

For registration, advising, disability services, help with materials, exams, general problem solving, visit World Campus Student Services!


Course Requirements and Grading

While this course is asynchronous, your instructor may schedule synchronous sessions periodically throughout the course. Student and instructor feedback has indicated these sessions to be beneficial. Attendance at these sessions is highly encouraged, albeit not mandatory. If you are unable to attend a session due to work or time zone conflicts, please let your instructor know. They will identify an alternate activity for you. In addition, all synchronous sessions will be recorded for later viewing. Instructors choosing to convene synchronous sessions will send announcements early in the term about dates and times for these sessions.

Table 1: Assignment Breakdown by Lesson, Points and Percentages
Assignment TypesPoints
DiscussionsTotal: 70
Lesson 1 Discussion: Introduction10
Lesson 2 Discussion: Contemplation of Expert Videos10
Lesson 3 Discussion: Locating Existing Data10
Lesson 3 Discussion: Locating Existing Data, Part 210
Lesson 6 - 13 Discussion:n/a
Lesson 9 Discussion: A Bit of Fun, Continued10
Lesson 12 Discussion: Correlation Examples10
Lesson 14 Discussion: Contemplation of the Course10
Written AssignmentsTotal: 600
Lesson 2 Assigment: Current Skills & Plan for Professional Development100
Lesson 3 - 4 Assignment: Data Research Report100
Lesson 5–6 Assignment: Benchmarking Report100
Lesson 7-8 Assignment: Confidence Intervals50
Lesson 9-10 Assignment: Prediction Report100
Lesson 11-12 Assignment: Regression50
Lesson 13 Assignment: Presentation Analysis100
Total Points670

 

Grade Scale

Letter grades will be based on the following scale:

Table 2: Grade Scale
Percertage ValuePointsLetter Grade
93–100623-670A
90–92.9603-622A-
87–89.9 583-602B+
83–86.9556-582B
80–82.9536-555B-
77–79.9516-535C+
70–76.9469-515C
60–69.9402-468D
Below 600-401F
Late policy:

Each assignment is graded on an 100-point scale. Any assignment that is submitted late is penalized by three points if submitted late by one day and 1.5 points for each additional day of lateness within the full week, so that an assignment that is submitted one week late has a 12-point deduction. Each additional week of lateness leads to another 6-point reduction. Two exemptions exist for this policy: (a) each student will not be penalized for the first assignment that is submitted late by one day, and (b) if a student finds that an unexpected circumstance prevents him or her from completed an assignment on time, the student should inform the instructor of the situation ASAP (i.e., well before the due date) and request an alternative due date. We recognize that students have personal and professional lives that sometimes contain unanticipated challenges, and we wish to make reasonable accommodate those challenges while still enforcing due dates that encourage students to not fall behind in class.

Please refer to the University Grading Policy for Undergraduate Courses for additional information about University grading policies.

If, for reasons beyond the student's control, a student is prevented from completing a course within the prescribed time, the grade in that course may be deferred with the concurrence of the instructor. The symbol DF appears on the student's transcript until the course has been completed. Non-emergency permission for filing a deferred grade must be requested by the student before the beginning of the final examination period. In an emergency situation, an instructor can approve a deferred grade after the final exam period has started. Under emergency conditions during which the instructor is unavailable, authorization is required from one of the following: the dean of the college in which the candidate is enrolled; the executive director of the Division of Undergraduate Studies if the student is enrolled in that division or is a provisional student; or the campus chancellor of the student's associated Penn State campus.

For additional information please refer to the Deferring a Grade page.


Course Schedule

Note: All due dates reflect North American eastern time (ET).

Course Schedule

Assignments and Readings

The tables below outlines the topics we will be covering in this course. In addition to the topics and assignments, the tables below list out the required readings for each lesson. Please note, these readings may be links, specific chapters from your text, and/or eReserves from the library. 

Lesson 1: Course Introduction and Orientation
Readings:

Other Readings

  • HIED Orientation
Assignments:
  • Lesson 1 Discussion: Introduction
Lesson 2: Introduction to Institutional Research
Readings:

eReserves

  • Chapter 2: Volkwein, F, Liu, Y., & Woodell, J. The structure and functions of institutional research offices. 
  • Chapter 3: Eimers, Ko, J. W., Gardner, D. Practicing institutional research. 

Optional

  • Chapter 5: Ferren, A. & Merrill, M. The role of institutional research in international universities 
  •  Voorhees, R. & Hinds, T. Out of the box and out of the office. 
  • Terenzini, P. (1993) On the nature of institutional research and the knowledge and skills it requires. Research in Higher Education, 34(1), 1–10. 
  • Terenzini, P. (2013). On the nature of institutional research revisited: Plus ca change…? Research in Higher Education, 54(2), 137–148. 
  • Volkwein, F. (2008). The foundations and evolution of institutional research. New Directions for Higher Education, 141, 5–20. 
Assignments:
  • Lesson 2 Written Assignment: Current Skills and Plan for Professional Development
  • Lesson 2 Discussion: Contemplation of Expert Videos Discussion
Lesson: 3 Obtaining Preexisting Data
Readings:

None

Assignments:
  • Lesson 3 Discussion: Locating Existing Data
  • Lesson 3 Discussion 2: Location Existing Data, Part 2
Lesson 4: Collecting New Data
Readings:

E-Reserves

  • Krathwohl, D. (2009).  Methods of educational and social science research. Long Grove, IL: Waveland.
    • Qualitative research methods (pp. 236-240).
    • Interviewing (pp. 295-302)
    • Survey research and questionnaires (pp. 567-593)

Optional:

  • Chapter 29
  • Chapter 30
  • Trosset, C. (2007). Qualitative research methods for institutional researchers. In R. Howard (Ed.) Using mixed methods in institutional research. (pp. 9-21). Tallahassee, FL: AIR.
Assignments:
  1. Lesson 3-4 Written Assignment: Data Research Report
Lesson 5: Benchmarkinng and Performance Indicators
Readings:

eReserves

  • Chapter 36: James, G. Developing institutional comparisons 

Other

  • Terkla, D. (Winter 2012). Institutional dashboards: Navigational tool for colleges and universities. AIR Professional File, number 123. 
Assignments:
  • Lesson 5 Discussion: Dashboard Examples
Lesson 6: Overall Description
Readings:
  • None
Assignments:
  • Lesson 5-6 Written Assignment: Benchmarking Report
Lesson 7: Accounting for Randomness and Chance
Readings:

E-Reserves

  • Kahneman, D. (2011). Thinking, fast & slow. Farrar, Strauss, & Giroux: New York. [Chapter 10 (pp. 109-118): The law of small numbers.]
Assignments:
  • None
Lesson 8: Randomness and Chance: Further Applications
Readings:
  • none
Assignments:
  • Lesson 7-8 Written Assignment:
Lesson 9: Introduction to Prediction
Readings:

E-Reserves

  • Kahneman, D. (2011). Thinking, fast & slow. Farrar, Strauss, & Giroux: New York. [Chapter 21 (pp. 222-233): Intuitions vs. formulas.]
  • Silver, N. (2012). The signal and the noise: Why so many predictions fail - but some don’t. Penguin: New York. [Chapter 2 (pp. 47-73): Are you smarter than a television pundit?]
Assignments:
  • Lesson 9 Discussion: A Bit of Fun, Continued
Lesson 10: Introduction to Tools of Prediction
Readings:
  • None
Assignments:
  • Lesson 9-10 Written Assignment: Prediction Report
Lesson 11: Predicting Outcomes for Individual Observations
Readings:
  • None
Assignments:
  • None
Lesson 12: Predicting Outcomes for Programmatic Interventions
Readings:
  • None
Assignments:
  • Lesson 12 Discussion: Correlation Examples
  • Lesson 11-12 Written Assignment: 
Lesson 13: Effective Reportinng & Comsuption Reporting
Readings:

eReserves

  • Chapter 33: Sanders, L. & Filkins, J. Effective reporting
  • Tufte, E. (1997). Visual explanations: Images and quantities, evidence and narrative. [Chapter 2: Visual and statistical thinking: Displays of evidence for making decisions. Section: The decision to launch the space shuttle challenger (pp. 38-53).]

Other Readings

Assignments:
  • Lesson 13 Written Assignment: Presentation Analysis
Lesson 14: Course Wrap-Up
Readings:

eReserves

  • Chapter 5 - Voorhees, L. & Filkens, J. Out of the box and out of the office: Institutional Research for changing times.

Other Readings

Assignments:
  • Lesson 14 Discussion: Contemplation of Course

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